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

Key Points

• NexPoint Real Estate Finance issued Q3 2026 EPS guidance of $0.38–$0.48, compared with the analyst consensus estimate of $0.40.
• The company recently reported quarterly EPS of $0.46, beating estimates by $0.06, and declared a $0.50 quarterly dividend, representing an annualized yield of approximately 11.8%.
• Analysts maintain a broadly neutral stance, with an average rating of “Hold” and an average price target of $15.50; institutional investors own 67.79% of the stock.

NexPoint Real Estate Finance (NYSE:NREF - Get Free Report) updated 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 -.

NexPoint Real Estate Finance Price Performance

Shares of NYSE NREF opened at $16.96 on Thursday. The stock has a market capitalization of $319.72 million, a price-to-earnings ratio of 6.47 and a beta of 1.11. The business has a 50-day moving average of $15.99 and a 200-day moving average of $14.98. The company has a debt-to-equity ratio of 1.29, a current ratio of 148.83 and a quick ratio of 148.83. NexPoint Real Estate Finance has a fifty-two week low of $12.36 and a fifty-two week high of $17.50.

NexPoint Real Estate Finance (NYSE:NREF - Get Free Report) last released its earnings results on Thursday, August 6th. The company reported $0.46 earnings per share (EPS) for the quarter, topping the consensus estimate 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. As a group, sell-side analysts predict that NexPoint Real Estate Finance will post 1.61 earnings per share for the current fiscal year.

NexPoint Real Estate Finance Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Tuesday, September 15th will be given a dividend of $0.50 per share. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $2.00 annualized dividend and a dividend yield of 11.8%. NexPoint Real Estate Finance's payout ratio is 76.34%.

Wall Street Analyst Weigh In

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

Institutional Investors Weigh In On NexPoint Real Estate Finance

Institutional investors have recently made changes to their positions in the stock. Strs Ohio bought a new position in NexPoint Real Estate Finance during the 1st quarter worth $26,000. Public Employees Retirement System of Ohio bought a new stake in NexPoint Real Estate Finance during the third quarter worth about $28,000. BNP Paribas Financial Markets grew its stake in NexPoint Real Estate Finance by 152.6% during the third quarter. BNP Paribas Financial Markets now owns 2,796 shares of the company's stock worth $40,000 after buying an additional 1,689 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. bought a new position in NexPoint Real Estate Finance in the 3rd quarter valued at about $50,000. Finally, Wells Fargo & Company MN raised its position in shares of NexPoint Real Estate Finance by 46.4% in the 4th quarter. Wells Fargo & Company MN now owns 8,581 shares of the company's stock valued at $121,000 after buying an additional 2,718 shares in the last quarter. 67.79% of the stock is currently owned by institutional investors.

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.

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