NexPoint Real Estate Finance (NYSE:NREF) Issues 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 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 -.

Analyst Ratings Changes

A number of brokerages recently issued reports on NREF. Piper Sandler lifted their target price on NexPoint Real Estate Finance from $15.00 to $16.00 and gave the stock a “neutral” rating in a report on Thursday, July 2nd. Zacks Research upgraded NexPoint Real Estate Finance from a “strong sell” rating to a “hold” rating in a report on Tuesday, June 16th. Keefe, Bruyette & Woods raised their price target on shares of NexPoint Real Estate Finance from $14.00 to $15.00 and gave the company a “market perform” rating in a report on Friday, May 8th. Wall Street Zen raised shares of NexPoint Real Estate Finance from a “sell” rating to a “hold” rating in a research note on Saturday, May 23rd. Finally, 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. Four analysts have rated the stock with a Hold rating, According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $15.50.

NexPoint Real Estate Finance Trading Up 1.8%

NREF traded up $0.32 during trading on Friday, reaching $17.91. 11,244 shares of the company’s stock were exchanged, compared to its average volume of 56,837. The company’s fifty day moving average price is $16.03 and its 200-day moving average price is $15.00. The firm has a market capitalization of $337.51 million, a PE ratio of 6.83 and a beta of 1.11. NexPoint Real Estate Finance has a fifty-two week low of $12.36 and a fifty-two week high of $17.81. The company has a debt-to-equity ratio of 1.29, a quick ratio of 148.83 and a current ratio of 148.83.

NexPoint Real Estate Finance (NYSE:NREF) last posted its quarterly earnings results on Thursday, August 6th. The company reported $0.46 earnings per share 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%.The company had revenue of $16.54 million for the quarter, compared to the consensus estimate of $14.57 million. NexPoint Real Estate Finance has set its Q3 2026 guidance at 0.380-0.480 EPS. As a group, equities analysts forecast that NexPoint Real Estate Finance will post 1.61 EPS for the current year.

NexPoint Real Estate Finance Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Tuesday, September 15th will be given a dividend of $0.50 per share. This represents a $2.00 annualized dividend and a dividend yield of 11.2%. The ex-dividend date is Tuesday, September 15th. NexPoint Real Estate Finance’s payout ratio is presently 76.34%.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the company. Nexpoint Asset Management L.P. increased its stake in 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 valued at $132,910,000 after purchasing an additional 852,271 shares in the last quarter. Raymond James Financial Inc. boosted its position in shares of NexPoint Real Estate Finance by 1.0% during the third quarter. Raymond James Financial Inc. now owns 308,477 shares of the company’s stock worth $4,374,000 after purchasing an additional 3,190 shares in the last quarter. Geode Capital Management LLC grew its holdings in shares of NexPoint Real Estate Finance by 0.9% in the 2nd quarter. Geode Capital Management LLC now owns 201,310 shares of the company’s stock valued at $2,777,000 after buying an additional 1,716 shares during the period. O Shaughnessy Asset Management LLC increased its position in shares of NexPoint Real Estate Finance by 42.0% in the 4th quarter. O Shaughnessy Asset Management LLC now owns 157,700 shares of the company’s stock valued at $2,220,000 after buying an additional 46,679 shares in the last quarter. Finally, Marshall Wace LLP raised its stake in NexPoint Real Estate Finance by 5.7% during the 2nd quarter. Marshall Wace LLP now owns 56,732 shares of the company’s stock worth $782,000 after buying an additional 3,071 shares during the period. Institutional investors 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.