COLD Americold Realty Trust

Cold-storage giant Americold is receiving acquisition interest for its overseas portfolio, particularly from CubeCold which has pitched a premium bid for its non-North America units. The interest is spurred by Americold's share price decline of over 60% in five years, attracting infrastructure funds and activists like Ancora, who are looking to unlock value in the company's assets. This trend suggests a broader consolidation in temperature-controlled logistics, with specialized operators potentially gaining control over critical parts of the global food system.

Independence Realty Trust Inc (IRT), Rexford Industrial Realty Inc (REXR), and Americold Realty Trust Inc (COLD) are set to trade ex-dividend on December 31, 2025. Investors can expect their shares to open lower by approximately 0.97%, 1.09%, and 1.80%, respectively, reflecting their upcoming quarterly dividend payouts. The article also provides historical dividend data and estimated annualized yields for these real estate investment trusts.

DAVENPORT & Co LLC initiated a new position in Americold Realty Trust Inc. (NYSE:COLD) during Q3, acquiring over 3.1 million shares valued at approximately $38.98 million. The company's stock has seen a mixed sentiment from analysts, with a consensus "Hold" rating and several firms recently downgrading their outlook or price targets. Americold Realty Trust also recently declared a quarterly dividend of $0.23, representing a 7.5% annualized yield.

Americold Realty Trust (COLD) recently announced a Q4 2025 dividend of US$0.23 per share, a 5% increase from the prior year. The company also appointed Joseph Reece and Stephen Sleigh to its Board and established a new Finance Committee, following a cooperation agreement with Ancora Group Holdings, aimed at improving capital allocation, governance, and shareholder value. These changes are expected to influence Americold's investment narrative, particularly regarding its balance sheet risk and development spending priorities.

Americold (NYSE: COLD) announced a partnership with Australian convenience retailer On the Run (OTR) to provide storage and distribution services in Adelaide and support OTR’s national expansion. This agreement extends Americold's Asia-Pacific expertise in QSR supply chains to the petrol and convenience retail sector, aligning with its 2026 growth priority to expand into adjacent sectors and invest in Australia and New Zealand. The partnership comes as OTR experiences rapid growth, requiring a "customer-first mindset, adaptability, speed, and accuracy" in execution.

Americold Realty (COLD) has entered a cooperation agreement with shareholder Ancora, appointing two new independent directors to its board and expanding it to 11 members, with a commitment to nominate them at the 2026 annual meeting. The agreement establishes a five-member Finance Committee to focus on portfolio optimization, capital allocation, and shareholder value, while Ancora assumes standstill and voting commitments. A recent analyst rating is a Buy with a $14 price target, though TipRanks' AI Analyst Spark views COLD as Neutral due to financial performance challenges despite a high dividend yield and strong free cash flow growth.