NexPoint Real Estate Finance (NYSE:NREF) Issues Q1 2026 Earnings Guidance

NexPoint Real Estate Finance (NYSE:NREF) updated its first quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 0.310-0.360 for the period, compared to the consensus estimate of 0.450. The company issued revenue guidance of -.

Analyst Upgrades and Downgrades

NREF has been the subject of several recent research reports. Keefe, Bruyette & Woods lowered their target price on NexPoint Real Estate Finance from $14.50 to $14.00 and set a “market perform” rating for the company in a report on Thursday, January 8th. Wall Street Zen upgraded NexPoint Real Estate Finance from a “sell” rating to a “hold” rating in a research report on Saturday, November 8th. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of NexPoint Real Estate Finance in a research report on Monday, December 29th. Three analysts have rated the stock with a Hold rating, Based on data from MarketBeat, NexPoint Real Estate Finance has an average rating of “Hold” and a consensus price target of $14.50.

NexPoint Real Estate Finance Stock Performance

NREF stock traded down $0.06 during trading on Thursday, reaching $14.57. 22,214 shares of the company’s stock were exchanged, compared to its average volume of 48,874. NexPoint Real Estate Finance has a 1-year low of $12.14 and a 1-year high of $16.80. The firm has a market cap of $258.09 million, a PE ratio of 5.18 and a beta of 1.19. The company’s fifty day moving average price is $14.53 and its 200-day moving average price is $14.36. The company has a quick ratio of 175.70, a current ratio of 175.70 and a debt-to-equity ratio of 1.23.

NexPoint Real Estate Finance (NYSE:NREF) last issued its quarterly earnings results on Thursday, February 26th. The company reported $0.48 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.48. The company had revenue of $33.84 million for the quarter, compared to analysts’ expectations of $11.64 million. NexPoint Real Estate Finance had a return on equity of 17.52% and a net margin of 102.28%.NexPoint Real Estate Finance has set its Q1 2026 guidance at 0.310-0.360 EPS. On average, research analysts expect that NexPoint Real Estate Finance will post 1.48 EPS for the current fiscal year.

NexPoint Real Estate Finance Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Friday, March 13th will be issued a dividend of $0.50 per share. The ex-dividend date is Friday, March 13th. This represents a $2.00 dividend on an annualized basis and a dividend yield of 13.7%. NexPoint Real Estate Finance’s payout ratio is currently 71.17%.

Insiders Place Their Bets

In other NexPoint Real Estate Finance news, Director Brian Mitts sold 11,904 shares of the company’s stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $14.51, for a total value of $172,727.04. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Corporate insiders own 55.70% of the company’s stock.

Institutional Trading of NexPoint Real Estate Finance

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Barclays PLC raised its holdings in shares of NexPoint Real Estate Finance by 4.3% during the fourth quarter. Barclays PLC now owns 22,858 shares of the company’s stock worth $322,000 after acquiring an additional 951 shares during the period. Jane Street Group LLC acquired a new position in shares of NexPoint Real Estate Finance during the 4th quarter worth about $316,000. Russell Investments Group Ltd. grew its holdings in NexPoint Real Estate Finance by 64.5% during the fourth quarter. Russell Investments Group Ltd. now owns 22,322 shares of the company’s stock worth $314,000 after purchasing an additional 8,754 shares during the period. Two Sigma Investments LP increased its position in NexPoint Real Estate Finance by 3.9% during the third quarter. Two Sigma Investments LP now owns 20,511 shares of the company’s stock worth $291,000 after buying an additional 776 shares during the last quarter. Finally, Cetera Investment Advisers acquired a new position in NexPoint Real Estate Finance during the fourth quarter worth approximately $281,000. 67.79% of the stock is currently owned by institutional investors and hedge funds.

About NexPoint Real Estate Finance

NexPoint Real Estate Finance, Inc is a publicly traded real estate investment trust (REIT) focused on originating, acquiring and managing a diversified portfolio of commercial real estate debt investments. The company seeks to generate current income and capital appreciation by providing financing solutions across the capital structure for stabilized and transitional properties. Its investments include whole loans, mezzanine loans, preferred equity and other structured credit products secured by multifamily, office, industrial, retail and hospitality assets.

Since its initial public offering in March 2021, NexPoint Real Estate Finance has closed numerous transactions with borrowers nationwide, including both institutional sponsors and privately held owners.