Feed / BXP

BXP, Inc.

BXP

Real Estate · 64.29 -2.2% today

Partial group confirmationMarket checked 9 Sept, 15:55 GMT-4

Market read

BXP, Inc.'s move is being confirmed by its market group.

BXP accounts for 8.5% of the group's measured movement across 7.9 effective names. raw member direction is mixed; 8 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 27%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveAligned contributor#6 of 12 by movement share
Group movement share8.5%Absolute path energy—not portfolio weight
Relative path-0.83%aligned
Effective breadth7.9 / 12broad
Relative alignment8/12downside path · 3 counter-moving
Capital-flow agreement27%not yet clean
SEQUENCE READ

GPK, FLYW, CBRE moved materially before BXP. BXP crossed its material path threshold at 15:15 ET. JLL, CWK, ICLR followed.

EVIDENCE COVERAGE

5 of 17 members in Real Estate Services are active. 0 of 1 disclosed connections are confirming.

What would change this read
  • At least 12 of 17 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as HIW begins moving with the group.

Invalidation: The live read weakens if participation falls to 5 of 17 members or fewer.

Watch this read

Research brief

The story so far

Real Estate · REIT - Office

BXP accounts for 8.5% of the group's measured movement across 7.9 effective names. raw member direction is mixed; 8 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 27%, so confirmation is not yet clean. No verified headline preceded the measured group move.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • At least 12 of 17 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as HIW begins moving with the group.

Company research

Understand the business, not just the ticker

As of Sep 10, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations600
Usable filing statements134
Verified relationships1
Evidence supporting the case
  • Net margin changed +7.5 percentage points in the latest annual period.
Evidence challenging the case
  • Credit and interest rates has repeated adverse evidence across 5 filings.
Questions before a position
  • P/E is 56% below the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 59% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 9, 2026

64.29
6m+20.3%12m-15.2%24m-13.7%
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$2.9B+4.4%$3.17+0.6%
2022-12-31$3.1B+7.6%$5.40+0.5%
2023-12-31$3.3B+5.3%$1.21+0.0%
2024-12-31$3.4B+4.1%$0.09+0.4%
2025-12-31$3.5B+2.2%$1.74+0.7%

What management says matters

Persistent and emerging business drivers

Credit and interest ratesnegative · 5 filings
888 Comprehensive income attributable to BXP, Inc.
10-Q · May 7, 2026
Restructuring and cost reductionsnegative · 2 filings
Noncontrolling Interest—Common Units of the Operating Partnership For BXP, noncontrolling interest—common units of the Operating Partnership decreased by approximately $24.5 million for the nine months ended September 30, 2025 compared to 2024 due to a decrea…
10-Q · Nov 7, 2025

Valuation discipline

Descriptive valuation snapshot

Price/sales 2.9× · EV/sales 2.5×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

64.29-2.2% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 9 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for BXP. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for BXP. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind BXP

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

CHCOCity Holding CompanypartnerFeb 27, 2026

On March 5, 2025, the Company acquired a 19.46 % ownership interest in a joint venture that is developing 290 Coles Street located in Jersey City, New Jersey for a gross purchase price of approximately $ 20.0 million.

Filing peers

No filing peers are available for this name yet.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

BXP is currently a Participant in the organic co-movement group Real Estate Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.