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

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

NexPoint Real Estate Finance Stock Down 0.1%

NexPoint Real Estate Finance stock opened at $14.70 on Thursday. The company has a current ratio of 175.70, a quick ratio of 175.70 and a debt-to-equity ratio of 1.23. NexPoint Real Estate Finance has a 1-year low of $12.14 and a 1-year high of $16.80. The company has a fifty day simple moving average of $14.53 and a 200 day simple moving average of $14.36. The company has a market cap of $260.40 million, a P/E ratio of 5.23 and a beta of 1.19.

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

NexPoint Real Estate Finance Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, March 13th will be given a dividend of $0.50 per share. The ex-dividend date of this dividend is Friday, March 13th. This represents a $2.00 annualized dividend and a yield of 13.6%. NexPoint Real Estate Finance’s dividend payout ratio is 71.17%.

Analyst Upgrades and Downgrades

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

Insiders Place Their Bets

In other news, Director Brian Mitts sold 11,904 shares of the firm’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $14.51, for a total transaction of $172,727.04. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 55.70% of the company’s stock.

Institutional Investors Weigh In On NexPoint Real Estate Finance

Several hedge funds have recently bought and sold shares of the stock. Invesco Ltd. acquired a new position in shares of NexPoint Real Estate Finance in the fourth quarter valued at approximately $167,000. Nexpoint Asset Management L.P. lifted its holdings in NexPoint Real Estate Finance by 9.9% during the 4th 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 bought a new stake in NexPoint Real Estate Finance in the 4th quarter valued at $281,000. Russell Investments Group Ltd. grew its holdings in NexPoint Real Estate Finance by 64.5% in the 4th quarter. Russell Investments Group Ltd. now owns 22,322 shares of the company’s stock valued at $314,000 after buying an additional 8,754 shares in the last quarter. Finally, Barclays PLC increased its position 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.