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Vornado Realty Trust Reports Sharp Increase in Net Income for 2025

Vornado reported net income attributable to common shares of $842.9 million, or $4.20 per diluted share, for the year ended Dec. 31, 2025, up sharply from $8.3 million, or $0.04 per diluted share, a year earlier.

Funds from operations, as adjusted, rose to $465.6 million, or $2.32 per diluted share, from $447.1 million, or $2.26 per diluted share. Funds from operations, as reported, increased to $486.8 million, or $2.42 per diluted share, from $470.0 million, or $2.37 per diluted share.

Net operating income for 2025 totaled $1.112 billion, compared with $1.100 billion in 2024. On a same-store basis, NOI increased 5.4% year over year.

By business unit, New York office generated $713.7 million of NOI in 2025, up from $706.6 million. New York retail produced $175.7 million, down from $191.4 million. New York residential contributed $25.4 million, up from $24.0 million. Alexander’s posted $34.6 million, down from $39.9 million.

Total New York NOI came to $949.4 million, compared with $961.9 million a year earlier.

Outside New York, The Mart delivered $69.2 million of NOI, up from $51.7 million, while 555 California Street generated $68.4 million, up from $65.0 million. Other assets contributed $24.9 million, compared with $21.2 million. The market has reacted to these announcements by moving the company's shares -1.19% to a price of $25.67. If you want to know more, read the company's complete 8-K report here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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