AAT American Assets Trust, Inc.: fundamentals, insider trades, fund holders

Screener

Quality checklist

4 of 6 checks passed · quarter ending 2026-06-30

ROIC at least 10%7.3%failed
Operating margin up over 3 years−4.7 ppfailed
Free cash flow at least 80% of net income418.5%passed
Share count up at most 5% in 3 years1.1%passed
Net debt at most 3× EBITDA-0.1×passed
Revenue grew over 3 years0.4%passed

Insider buying, last 90 days

Chair bought$20.1M bought

1 insider bought $20,059,591 in 18 purchases, 2026-08-05 – 2026-09-14

RADY ERNEST S · Executive Chairman, director $20,059,591 · stake +4%

Tracked funds, latest reports

Active managers

−$1.25M −0.1 pp of the company

1 buying · 1 selling · 2 holding

Fundamentals

Financials

Insider trades

Fund holders

Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.

Size & liquidity

AATSector12 quartersMarket cap$1.31B$6.14BEnterprise value$1.27B$10.63BAvg daily $ volume$11.45M$70.74MDaily turnover0.9%1.2%

Growth

AATSector12 quartersRevenue CAGR 3y0.4%6.0%

Revenue CAGR 5y5.2%8.8%

Revenue growth YoY1.4%8.0%

Revenue acceleration−0.4 pp+0.2 pp

FCF growth YoY-9.8%4.1%

FCF conversion418.5%133.9%

Forward growth (HoM est.)0.9%7.8%

Valuation

AATSector12 quartersP/E (trailing)61.6×24.5×P/E (forward, HoM est.)61.1×24.0×P/E vs. sector2.5×1.0×PEG (HoM est.)66.373.06EV/EBITDA5.5×16.3×EV/Sales2.9×9.5×FCF yield7.0%3.3%Dividend yield6.4%4.4%Shareholder yield6.4%4.1%

Quality

AATSector12 quartersQuality checks passed42ROIC7.3%5.3%

Gross profitability9.2%9.2%

Gross margin60.6%67.4%

Gross margin Δ 3y−2.9 pp+0.1 pp

Operating margin22.8%28.3%

Operating margin Δ 3y−4.7 pp+0.7 pp

Debt/equity0.1×0.9×

Net debt/EBITDA-0.1×5.2×

Interest coverage—2.6×

Share count Δ 3y1.1%4.3%

Stock compensation / revenue1.7%1.5%

Accruals ratio-5.0%-3.2%

Earnings & estimates

AATSector12 quartersDays to next report88

Ownership & positioning

AATSector12 quartersInsider buys (90d)180Insiders buying (90d)10Insider net value (90d)$20.06M$0Institutional ownership93.3%97.3%Institutional Δ QoQ−4.6 pp+1.2 ppConviction funds net buying—−0.0 ppActive managers net buying−0.1 pp+0.0 ppActive funds net buying—−0.0 ppDays to cover3.304.56Short % of shares out2.9%5.4%Short interest Δ−0.2 pp+0.3 pp

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