AI Stock Memo: DEA - Easterly Government Properties - RankAlpha

DEA

AI Memo

Easterly Government Properties

As of 2026-02-24/Confidence medium

Open ticker Back to Memos

Data freshness

AI Memo

As of 2026-02-24 • Model: RankAlpha Sentiment AI

Decision Panel

Action, confidence, horizon, and decision blockers at a glance.

Action

—

Confidence

medium

Horizon

—

Key catalyst

Quarterly earnings release (estimated) • 2026-05-25

Expected move: -6%

Biggest risk

Weaker re-leasing outcomes, cap‑rate widening from higher rates, or a dividend setback would compress NAV and push shares toward the low‑$20s.

Invalidation

Break below $20 or thesis failure.

What would change my mind?

Stable occupancy, modest rent growth on renewals, and continued demand for government-backed tenants support upside into the high‑20s; constrained by a tight consensus range.

Research note

Recommendation

—

Confidence

medium

As of

2026-02-24

Base target

$24

p=60%

Bull target

$28

p=20%

Bear target

$20

p=20%

Key bullets

Fast scan of bull, bear, and watch items

BullKey bullets

Quarterly dividend declaration
Analyst target revisions / consensus update
Stable occupancy, modest rent growth on renewals, and continued demand for government-backed tenants support upside into the high‑20s; constrained by a tight consensus range.

BearKey bullets

Adverse re-leasing or lower renewal rents
Dividend pressure or payout reduction
Interest-rate driven cap‑rate widening

WatchKey bullets

Quarterly earnings release (estimated)

Summary

High-level snapshot

Recommendation

Model confidence

medium

Timeframe

Asset

Equity

Trigger

Base case: $24 (p=60%)

Bull/Bear spread: +10% / -21%

Vs latest close: Bull +10% · Base -6% · Bear -21%

Scenario probabilities

Bull Target: $28 (p=20%)Base Target: $24 (p=60%)Bear Target: $20 (p=20%)

Commentary

Analyst and market sentiment is muted-to-neutral: a tight target band and median near the current price produce a dominant 'Hold' bias. Short-term focus remains on earnings/dividend windows and lease durability.

As of 2026-02-24 • Updated bi-weekly / post-earningsSource: Internal modelMethodology

Analyst Summary

Thesis highlights from the latest analysis

Bull Case

Stable occupancy, modest rent growth on renewals, and continued demand for government-backed tenants support upside into the high‑20s; constrained by a tight consensus range.

Bear Case

Weaker re-leasing outcomes, cap‑rate widening from higher rates, or a dividend setback would compress NAV and push shares toward the low‑$20s.

Drivers

Scannable catalysts and supporting factors

Quarterly dividend declaration
Analyst target revisions / consensus update

Human Analyst Targets

External snippets for comparison only; verify at source.

Unverified externalLast fetched 2026-02-24Source quality: external scrape

External snippets are unverified; treat as directional signals only. Always confirm with the original provider.

Inline RA est

Provider

serper

Median (USD)

$23.75

Range (USD)

$20.00 - $27.83

Count

Query: Easterly Government Properties Inc Common (DEA) analyst consensus price target high low average

Easterly Government Properties, Inc. (DEA) - Yahoo Finance
Search result #1
Assessing Easterly Government Properties (DEA) Valuation As Market Price And Intrinsic Estimates Diverge ... Analyst Price Targets. 21.00 Low. 23.92 Average.
Open source
Easterly Government Properties (DEA) Stock Forecast & Price Target
Search result #2
According to projections from 6 analysts, the average 12-month price target for Easterly Government Properties is 23.92, with a high estimate of 26.5 and a low ...
Open source
DEA Stock Forecast - Easterly Government Properties Inc
Search result #3
According to Wall Street analysts, the average 1-year price target for DEA is 24.4 USD with a low forecast of 21.21 USD and a high forecast of 27.83 USD. DEA ...
Extracted: $24.40, $21.21, $27.83Open source
Easterly Government Properties (DEA) Price Targets
Search result #4
The forecasts range from a low of $21.00 to a high of $26.50. The average price target represents an increase of 1.43% from the last closing price of $23.76.
Extracted: $21.00, $26.50, $23.76Open source
easterly government properties, inc. (dea) - MSN
Search result #5
DEA is rated "Hold" with a 12-month target price of $23.92, a ‎-0.87% downside from the current price of $24.13. See more. Strong SellSellHoldBuyStrong Buy.
Extracted: $23.92, $24.13Open source
Easterly Government Properties, Inc. Stock Price - Perplexity
Search result #6
The average price target of $22.0 suggests limited upside, with a relatively narrow range between $20.0 (low) and $24.0 (high). Jefferies delivered a notable ...
Extracted: $22.00, $20.00, $24.00Open source

Scenarios

Bull Target (Scenario probability)

$28 / p=20% prob

Base Target (Scenario probability)

$24 / p=60% prob

Bear Target (Scenario probability)

$20 / p=20% prob

Price $25 as of 2026-08-03

Nearest Scenario: Base (∆ 6%)

Targets vs latest close: Bull +10% · Base -6% · Bear -21%

Sentiment & Exposure

Sentiment unavailable: insufficient coverage

Events

Other notable items detected

EVENT2026-05-25
Quarterly earnings release (estimated)
Quarterly results could re-price the stock versus the consensus median; date is estimated due to no announced filing.
Prob 85.00% • Move 6.00% • Priced-in 60.00%

Short-term Catalysts

Next few weeks

Quarterly dividend declaration
2026-05-25
Regular dividend cadence—any unexpected change in distribution or policy would immediately affect yield narratives and valuation.
Prob 80% • Move 3% • Priced-in 80%
Analyst target revisions / consensus update
2026-05-25
Narrow analyst range means broker model updates can shift the one‑year consensus and short-term sentiment.
Prob 60% • Move 8% • Priced-in 50%

Long-term Catalysts

Months to a year

No long-term catalysts

Risks

Adverse re-leasing or lower renewal rents
Dividend pressure or payout reduction
Interest-rate driven cap‑rate widening

Peers

Symbol	Summary
O	Large triple-net REIT; useful benchmark for yield and occupancy trends.
NNN	Net-leased REIT with long-term single-tenant leases; comparable for lease duration and credit quality.
WPC	Net-lease operator with different capital allocation approach—helps stress-test financing assumptions.

Sources

Internal and external references used in this analysis

Model source: RankAlpha Sentiment AI
Human targets: serper
Targets query: Easterly Government Properties Inc Common (DEA) analyst consensus price target high low average
Analysis date: 2026-02-24