Jernigan Capital, Inc. (NASDAQ:JCAP) Given Average Rating of "Moderate Buy" by Analysts

Key Points

• Analysts remain broadly positive: Jernigan Capital has a consensus “Moderate Buy” rating, with four buy ratings, one strong buy and two holds. The average 12-month price target is $27.50, while several firms recently raised their targets.
• Quarterly results beat expectations: The company reported second-quarter EPS of $0.67, above the $0.63 consensus estimate, with adjusted EPS of $0.77 and revenue of $177.54 million.
• Shares surged and operating activity grew: JCAP rose 11.8% to $24.15, near its 52-week high, as collections increased 18% to $300.9 million and deployments rose 21% to $152.2 million. The board also declared a quarterly dividend of $0.24 per share.

Shares of Jernigan Capital, Inc. (NASDAQ:JCAP - Get Free Report) have received a consensus rating of "Moderate Buy" from the seven brokerages that are presently covering the stock, MarketBeat.com reports. Two investment analysts have rated the stock with a hold rating, four have issued a buy rating and one has issued a strong buy rating on the company. The average 12-month target price among brokerages that have updated their coverage on the stock in the last year is $27.50.

Several research firms have recently issued reports on JCAP. Truist Financial upped their target price on Jernigan Capital from $26.00 to $30.00 and gave the company a "buy" rating in a report on Friday. Raymond James Financial boosted their price objective on Jernigan Capital from $21.00 to $24.00 and gave the stock an "outperform" rating in a research report on Friday. Weiss Ratings downgraded Jernigan Capital from a "hold (c+)" rating to a "hold (c)" rating in a research note on Wednesday, June 3rd. Zacks Research raised Jernigan Capital from a "strong sell" rating to a "hold" rating in a research report on Tuesday, July 14th. Finally, Citizens Jmp raised their target price on Jernigan Capital from $26.00 to $28.00 and gave the company a "market outperform" rating in a research report on Friday.

Key Headlines Impacting Jernigan Capital

Here are the key news stories impacting Jernigan Capital this week:

• Positive Sentiment: Analyst raises price target: Citizens JMP increased its JCAP price target from $26 to $28 and maintained a “market outperform” rating, implying continued upside based on the cited reference price. Benzinga analyst update
• Positive Sentiment: Quarterly earnings beat estimates: Jernigan Capital reported second-quarter EPS of $0.67, exceeding the $0.63 consensus estimate. Adjusted EPS was $0.77, while revenue reached $177.54 million. Although reported EPS declined from $0.81 a year earlier, the earnings surprise is supportive for the stock. Q2 earnings and revenue estimates
• Positive Sentiment: Operating growth and dividend announced: Second-quarter collections increased 18% to $300.9 million, deployments rose 21% to $152.2 million, and estimated remaining collections grew 18% to $3.4 billion. The board also declared a quarterly cash dividend of $0.24 per share, adding to the stock’s income appeal. Second-quarter 2026 results
• Neutral Sentiment: Management earnings call: The Q2 2026 earnings call transcript provides additional management commentary on the results, outlook, collections performance and capital deployment, but no separate headline catalyst was provided. Q2 2026 earnings call transcript

Institutional Trading of Jernigan Capital

Large investors have recently added to or reduced their stakes in the stock. Punch & Associates Investment Management Inc. bought a new position in shares of Jernigan Capital during the 1st quarter valued at approximately $21,458,000. Wellington Management Group LLP bought a new stake in shares of Jernigan Capital in the 3rd quarter worth approximately $19,017,000. Adage Capital Partners GP L.L.C. bought a new stake in shares of Jernigan Capital in the 2nd quarter worth approximately $15,277,000. Principal Financial Group Inc. lifted its stake in Jernigan Capital by 98.8% in the first quarter. Principal Financial Group Inc. now owns 1,537,054 shares of the real estate investment trust's stock valued at $29,558,000 after purchasing an additional 763,766 shares during the last quarter. Finally, Nantahala Capital Management LLC purchased a new position in Jernigan Capital in the second quarter valued at approximately $11,070,000.

Jernigan Capital Trading Up 11.8%

Shares of JCAP traded up $2.54 during trading hours on Friday, reaching $24.15. 1,254,102 shares of the stock traded hands, compared to its average volume of 345,275. The stock has a fifty day simple moving average of $18.86 and a 200 day simple moving average of $19.58. Jernigan Capital has a 52 week low of $15.50 and a 52 week high of $24.28. The company has a market cap of $1.49 billion, a price-to-earnings ratio of 9.32 and a beta of -0.16.

Jernigan Capital (NASDAQ:JCAP - Get Free Report) last issued its quarterly earnings data on Thursday, July 30th. The real estate investment trust reported $0.77 earnings per share (EPS) for the quarter. Jernigan Capital had a net margin of 25.42% and a return on equity of 38.63%. Analysts predict that Jernigan Capital will post 2.53 earnings per share for the current fiscal year.

Jernigan Capital Company Profile

Jernigan Capital is a New York Stock Exchange-listed real estate investment trust NYSE: JCAP that provides debt and equity capital to private developers, owners and operators of self-storage facilities with a view to eventual outright ownership of facilities the Company finances. The Company's mission is to maximize shareholder value by accumulating a multi-billion dollar investment portfolio consisting of the newest, most attractive and best located self-storage facilities in the United States through a talented and experienced team demonstrating the highest levels of integrity, dedication, excellence and community.

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