NewRiver REIT PLC (LSE:NRR) reported a solid first-half performance for FY26, marked by meaningful earnings growth and continued operational momentum. A major contributor to this progress was the integration of Capital & Regional, which has expanded NewRiver’s scale and delivered early strategic benefits. The company’s portfolio—centred on convenience-led, community-focused retail—maintained high occupancy and strong tenant retention, supported by resilient consumer spending patterns. Capital discipline remained a priority, with selective shopping-centre disposals and an active share buyback programme boosting earnings and enhancing net asset value. NewRiver also achieved a 5.4% total accounting return, demonstrating steady progress toward its annual objectives, while preserving a sound financial position with stable leverage and ample liquidity.

The outlook for NewRiver is supported by its healthy financial performance and comparatively attractive valuation. Although technical indicators remain soft and the company’s higher leverage and history of income variability introduce risk, strong cash generation and a solid dividend yield offer meaningful support for investors.

More about NewRiver REIT

NewRiver REIT PLC is a UK-focused retail real estate operator specialising in convenience-led and value-driven retail properties. Its assets are embedded in local communities and designed to provide essential goods and services, forming a stable and necessity-oriented retail offering.

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