VNO stock sentiment todayVornado Realty Trust
Sentiment verdict
Gossip first, financials second — NEUTRAL at 65% confidence.
Last updated · cached analysis, refreshes periodically
VNO
Vornado Realty TrustA high-leverage play on the 'flight to quality' in NYC office space, tempered by a high-interest rate environment and a suspended common dividend.
Pick a name and you can add your own 1-, 3- and 6-month price calls — no account needed. The needle above shows where the crowd sits. Calls lock 48 hours after you make them, so every scorecard stays honest.
You'll show up on boards and The Floor under this name. Add an email later to keep your history.
No account needed. You can add an email later to keep your calls.
Already have an account? Sign in
See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for VNO. Not financial advice.
Price · last 12 months
Gossip
The narrative is centered on the survival of the NYC office market. Bulls point to the PENN District redevelopment as a generational asset play, while bears focus on the 'work from home' structural shift and the company's decision to pause dividends to preserve cash.
- ·Return-to-office mandates at major NYC financial firms
- ·PENN District revitalization progress
- ·Short-interest volatility
- ·Speculation on future dividend reinstatement
Financial
VNO is navigating a heavy debt load with significant floating-rate exposure. While occupancy in 'Trophy' buildings remains resilient, FFO (Funds From Operations) has been pressured by rising interest expenses and non-core asset dispositions.
- ·Net Debt to EBITDA remains elevated above 10x
- ·Common dividend currently suspended (share buyback program instead)
- ·P/FFO trading at a significant discount to historical averages
- ·Occupancy rates hovering around 90% for NYC office portfolio
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Mixed conviction — no decisive signal from insiders or the holder base.
- ·Insiders sold a net $4.8M on the open market in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Refinancing risk in a 'higher for longer' interest rate environment
- ·Concentration risk in the New York City commercial real estate market
- ·Potential for further valuation write-downs on older 'Class B' office assets
Peer temperature
How direct competitors stack up against VNO right now.
- HOTSLGSL Green Realty Corp.
HOTTER — More aggressive asset sales and joint-venture deals have provided better liquidity and a more consistent monthly dividend.
See full analysis → - NEUTRALBXPBoston Properties, Inc.
STEADIER — Boasts a stronger balance sheet and geographic diversification across five coastal markets, reducing NYC-specific risk.
See full analysis → - COLDPGREParamount Group, Inc.
COLDER — Smaller scale and higher concentration in San Francisco, which is experiencing a slower recovery than VNO's Midtown Manhattan hub.
See full analysis →
- VNO-10.8%
- SLG-4.8%
- BXP-5.3%
- PGRE—
Analyst price target
Consensus average of 12 analysts · median 42.00
Source: StockAnalysis.com · updated 2026-09-08
AI-generated analysis for informational purposes only. Not financial advice.