NexPoint Real Estate Finance (NYSE:NREF) Releases 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 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 Price Performance

Shares of NREF stock opened at $14.70 on Thursday. The stock has a 50-day moving average price of $14.53 and a 200 day moving average price of $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. The firm has a market cap of $260.40 million, a price-to-earnings ratio of 5.23 and a beta of 1.19. NexPoint Real Estate Finance has a 12 month low of $12.14 and a 12 month high of $16.80.

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

NexPoint Real Estate Finance Announces Dividend

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

Analyst Ratings Changes

Several brokerages have commented on NREF. Keefe, Bruyette & Woods dropped their target price on shares of NexPoint Real Estate Finance from $14.50 to $14.00 and set a “market perform” rating for the company in a research report on Thursday, January 8th. Wall Street Zen raised NexPoint Real Estate Finance from a “sell” rating to a “hold” rating in a research note on Saturday, November 8th. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of NexPoint Real Estate Finance in a report on Monday, December 29th. Three equities research analysts have rated the stock with a Hold rating, Based on data from MarketBeat.com, NexPoint Real Estate Finance presently has an average rating of “Hold” and an average price target of $14.50.

Insider Activity

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

Institutional Trading of NexPoint Real Estate Finance

Several hedge funds and other institutional investors have recently modified their holdings of NREF. Strs Ohio acquired a new position in shares of NexPoint Real Estate Finance during the first quarter worth about $26,000. Public Employees Retirement System of Ohio acquired a new position in NexPoint Real Estate Finance during the 3rd quarter worth approximately $28,000. BNP Paribas Financial Markets boosted its position in NexPoint Real Estate Finance by 152.6% during the 3rd quarter. BNP Paribas Financial Markets now owns 2,796 shares of the company’s stock worth $40,000 after acquiring an additional 1,689 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. bought a new position in shares of NexPoint Real Estate Finance during the 3rd quarter worth approximately $50,000. Finally, Wells Fargo & Company MN grew its stake in shares of NexPoint Real Estate Finance by 46.4% during the 4th quarter. Wells Fargo & Company MN now owns 8,581 shares of the company’s stock worth $121,000 after acquiring an additional 2,718 shares in the last quarter. Institutional investors and hedge funds own 67.79% of the company’s stock.

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.