Cantor Fitzgerald Rates COPT Defense Properties (CDP) buy

Cantor Fitzgerald reiterated its buy rating on COPT Defense Properties (NYSE:CDP) on June 25, 2026, maintaining a price target of $37. Analyst Richard Anderson's continued confidence reflects a positive outlook for the company, which specializes in real estate investment trusts focused on defense-related properties.

COPT Defense Properties Stock Up 5.6%

Shares of NYSE:CDP traded near $34.97 on Thursday. COPT Defense Properties has a market cap of approximately $3.82 billion and a P/E ratio of 24.6. The stock has seen a 52-week low of $26.91 and a high of $34.78, with a 50-day moving average of $32.25 and a 200-day moving average of $30.57. The company maintains a current ratio of 1.975 and a quick ratio of 1.636, with a debt-to-equity ratio of 162.8.

Recent Earnings

COPT Defense Properties reported revenue of $780.5 million, growing by 7.3% recently. The company achieved a net margin of 20% and a return on equity of 10.4%. Earnings per share stood at $1.37, with the next earnings report anticipated on July 27, 2026.

Other Institutional Activity in COPT Defense Properties

BlackRock, Inc. grew its holdings by 3,207,219 shares, ending with 21,300,778 shares valued at about $651.8 million, marking a 17.7% increase. Vanguard Portfolio Management LLC opened a new position with 11,859,067 shares worth approximately $362.9 million. AllianceBernstein L.P. reduced its stake by 398,426 shares, holding 8,838,968 shares valued at $245.7 million, a 4.3% decrease. State Street Corp increased its holdings by 467,994 shares, totaling 6,836,577 shares valued at $211.3 million, a 7.3% rise. JPMorgan Chase & Co added 993,846 shares, ending with 4,856,140 shares worth about $150.2 million, reflecting a 25.7% increase.

Insider Buying and Selling at COPT Defense Properties

Insider activity at COPT Defense Properties in May 2026 included Taylor Pickett selling 31,798 shares at an average price of $32.25 on May 29. Robert Denton sold 3,922 shares at $32.38 on May 26, while he, along with Letitia Long, Essye Miller, and Raymond Lee Owens, bought 3,803 shares each on May 14.

Analysts Set New Price Targets

On June 25, 2026, Cantor Fitzgerald reiterated its buy rating with a $37 price target. Evercore ISI Group maintained a buy rating with a $39 target on June 15. Truist Securities kept a hold rating with a $34 target on June 8. Wells Fargo maintained a buy rating with a $36 target on June 1. The consensus among analysts is a buy, with a mean price target of $36 based on eight opinions.

About COPT Defense Properties

COPT Defense Properties, based in Columbia, Maryland, is a self-managed real estate investment trust (REIT) that focuses on properties near U.S. Government defense installations. The company, part of the S&P MidCap 400, manages a portfolio of properties leased primarily to the U.S. government and defense contractors involved in national security activities. Led by CEO Stephen E. Budorick, COPT Defense Properties was incorporated in 1988 and employs around 430 people.

Bottom Line

Analysts like Cantor Fitzgerald are maintaining their positive outlook on COPT Defense Properties, highlighting its strategic position in the defense-related real estate sector. The stock's recent performance, solid earnings, and insider transactions are all factors investors watch closely. Keep in mind, analyst ratings are based on past information and may not reflect future market conditions.