Lineage (LINE) Price Target Increased to $44 by RBC Capital on Q4 FFO Strength

Lineage, Inc. (NASDAQ:LINE) is included among the 13 Best REIT Dividend Stocks to Invest in.

On March 2, RBC Capital analyst Michael Carroll raised the firm’s price recommendation on Lineage, Inc. (NASDAQ:LINE) to $44 from $42. The firm reiterated an Outperform rating following the company’s Q4 FFO beat. In a research note, the analyst said the company continues to operate in a soft environment but appears increasingly confident that conditions are beginning to stabilize.

During the Q4 2025 earnings call, CEO W. Lehmkuhl said the company’s fourth-quarter results generally met or slightly exceeded expectations across its key performance metrics. He pointed to improvements in operating efficiency and several new business wins secured during 2025 as encouraging developments. He said total revenue was flat compared with the prior year, while adjusted EBITDA slipped 2% to $327 million. AFFO and AFFO per share were unchanged from the previous year but still came in ahead of expectations. Lehmkuhl attributed that performance to better control over maintenance capital spending and more proactive cash tax planning.

He also noted that same-store physical occupancy rose 400 basis points sequentially to 79.3%, reflecting a return to more typical seasonal patterns. Even with that improvement, the company entered 2026 with occupancy slightly below the level seen a year earlier. Lehmkuhl said the company has largely moved past the volume guarantee adjustments tied to customers’ multiyear inventory destocking that followed the pandemic.

Lineage, Inc. (NASDAQ:LINE) is a global temperature-controlled warehouse real estate investment trust (REIT) with facilities across North America, Europe, and the Asia-Pacific region. The company operates through two segments: Global Warehousing and Global Integrated Solutions.

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