NexPoint Real Estate Finance (NYSE:NREF) Updates Q3 2026 Earnings Guidance

NexPoint Real Estate Finance (NYSE:NREF) issued an update on its third quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 0.380-0.480 for the period, compared to the consensus earnings per share estimate of 0.400. The company issued revenue guidance of -.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on the company. Keefe, Bruyette & Woods upped their price objective on NexPoint Real Estate Finance from $14.00 to $15.00 and gave the stock a “market perform” rating in a research report on Friday, May 8th. Piper Sandler increased their target price on shares of NexPoint Real Estate Finance from $15.00 to $16.00 and gave the stock a “neutral” rating in a report on Thursday, July 2nd. Weiss Ratings upgraded shares of NexPoint Real Estate Finance from a “hold (c-)” rating to a “hold (c)” rating in a research note on Wednesday, July 1st. Zacks Research raised shares of NexPoint Real Estate Finance from a “strong sell” rating to a “hold” rating in a report on Tuesday, June 16th. Finally, Wall Street Zen upgraded shares of NexPoint Real Estate Finance from a “sell” rating to a “hold” rating in a research report on Saturday, May 23rd. Four research analysts have rated the stock with a Hold rating, According to data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $15.50.

NexPoint Real Estate Finance Price Performance

Shares of NREF opened at $16.96 on Thursday. NexPoint Real Estate Finance has a 12-month low of $12.36 and a 12-month high of $17.50. The business has a 50-day simple moving average of $15.99 and a two-hundred day simple moving average of $14.98. The company has a quick ratio of 148.83, a current ratio of 148.83 and a debt-to-equity ratio of 1.29. The stock has a market cap of $319.72 million, a PE ratio of 6.47 and a beta of 1.11.

NexPoint Real Estate Finance (NYSE:NREF) last announced its quarterly earnings results on Thursday, August 6th. The company reported $0.46 EPS for the quarter, beating analysts’ consensus estimates of $0.40 by $0.06. NexPoint Real Estate Finance had a return on equity of 13.14% and a net margin of 117.74%.NexPoint Real Estate Finance has set its Q3 2026 guidance at 0.380-0.480 EPS. Analysts anticipate that NexPoint Real Estate Finance will post 1.61 earnings per share for the current fiscal year.

NexPoint Real Estate Finance Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Tuesday, September 15th will be issued a $0.50 dividend. This represents a $2.00 dividend on an annualized basis and a yield of 11.8%. The ex-dividend date is Tuesday, September 15th. NexPoint Real Estate Finance’s dividend payout ratio (DPR) is 76.34%.

Hedge Funds Weigh In On NexPoint Real Estate Finance

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Invesco Ltd. bought a new position in shares of NexPoint Real Estate Finance during the fourth quarter valued at $167,000. Nexpoint Asset Management L.P. grew its stake in shares of NexPoint Real Estate Finance by 9.9% in the fourth quarter. Nexpoint Asset Management L.P. now owns 9,439,635 shares of the company’s stock worth $132,910,000 after purchasing an additional 852,271 shares during the last quarter. Cetera Investment Advisers acquired a new stake in NexPoint Real Estate Finance in the fourth quarter valued at $281,000. Russell Investments Group Ltd. raised its position in NexPoint Real Estate Finance by 64.5% during the 4th 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 last quarter. Finally, Barclays PLC lifted its holdings in NexPoint Real Estate Finance by 4.3% during the 4th quarter. Barclays PLC now owns 22,858 shares of the company’s stock worth $322,000 after buying an additional 951 shares during the period. 67.79% of the stock is currently owned by institutional investors and hedge funds.

NexPoint Real Estate Finance Company Profile

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.