FRESX Stock: Earnings, Dividends & Analyst Estimates

Company Overview:

Market Cap: $2.96B

Trailing PE: N/A

FWD PE: —

Payout Ratio (TTM): —

52-Week Range: $37.49 - $44.39

10 Year FRESX Performance Metrics:

Total Return (with DRIP): 14.5% (1.37% CAGR)

Total Return (no DRIP): 13.6% (1.28% CAGR)

Share Price: 6.6% (0.64% CAGR)

Yield on Cost (with DRIP): 9.41%

Total Invested: $10,000

Total Value (with DRIP): $11,454

Total Return $ (with DRIP): $1,454

Dividend Increase: 38.7% (10.56% CAGR)

Dividend Yield (FWD): 8.22% ($3.48)

FRESX 10-yr Total Return ($10K invested)

1M 3M 6M YTD 1Y 3Y 5Y 10Y

FRESX Share Price

1M 3M 6M YTD 1Y 3Y 5Y 10Y All

FRESX Price CAGR:1Y: 9.80%2Y: 0.20%5Y: -3.72%10Y: 0.54%

FRESX Dividend Payments & Yield

Dividend Payments & Yield

FRESX Dividend CAGR:1Y: 394.32%2Y: 38.89%5Y: 86.10%10Y: 86.10%

Annual Dividends (Total Paid Per Year)

Dividend Growth Year Over Year

FRESX Dividends Info:

Annual Dividend: $3.48

Forward Yield: 8.22%

Ex-Dividend Date: 2026-09-04

Lifetime Dividends / Share: $3.63

Dividend Safety RatingUnlock Full FRESX dividend report »

Projected Future Returns & Dividends for FRESX

Based on past 10-year performance, here are FRESX growth metrics:

Share price CAGR of +0.54%
Dividend CAGR of +86.1%

Using FRESX CAGR metrics, we can estimate that your initial $10000 investment, over the next 10 years, should grow as follows:

	FRESX (DRIP)	FRESX - No DRIP
Current Price	$42.36	$42.36
Start Shares	236.07	236.07
Start Value	$10,000	$10,000

After 10 years:
Final Share Count	3,559.50	236.07
Dividends Payment	$6.80	$6.80
Annual Dividends	$96,785	$6,419
Yield on cost	967.85%	64.19%
Share Price	$44.70	$44.70
Total Dividends	$146,121	$28,955
Final Value	$159,120	$39,508

Estimated Future Value + Dividends - FRESX

NOTE: Above numbers are our estimate based on FRESX's Dividend and Price CAGR over past 10 years. These numbers should only be considered as "potential future returns"! DRIP assumes reinvesting dividends; No-DRIP assumes collecting dividends as cash.

We cannot guarantee that your actual returns will meet these estimates.

Is FRESX's dividend safe, and what is FRESX worth?

Pro adds FRESX's Dividend Safety Rating, its DCF fair value and the Trend Signal to this page.

Show FRESX's rating and fair value

Company Info

Fidelity Real Estate Investment Portfolio (FRESX) had its IPO on 1986-11-14, and is traded on NASDAQ stock exchange.

This portfolio primarily allocates its capital to common equity shares. A substantial portion, specifically a minimum of 80% of its holdings, is dedicated to companies operating within the real estate sector and other ventures tied to real estate. Its investment scope extends to both U.S. and international entities. Investment decisions are guided by a thorough fundamental analysis, examining factors like a company's financial health, its standing within its industry, and broader market and economic trends. Notably, this portfolio operates as a non-diversified fund.

FRESX website: https://fundresearch.fidelity.com/mutual-funds/summary/316138205

Loading signals…

DCF model unavailable for FRESX — no fundamentals on file (ETFs and funds are not modelable).