NexPoint (NREF) Matches Q4 Earnings Expectations

NexPoint (NREF) Reports Q4 Earnings in Line With Expectations

NexPoint (NREF) announced quarterly earnings of $0.48 per share, matching the consensus estimate from Zacks. This result is adjusted for one-time items. In comparison, the company earned $0.83 per share in the same period last year.

The latest results represent a positive earnings surprise of 1.05%. In the previous quarter, NexPoint was projected to earn $0.42 per share but actually delivered $0.51, resulting in a 21.43% surprise. Over the past year, NexPoint has exceeded consensus earnings estimates in two out of four quarters.

For the quarter ending December 2025, NexPoint, a member of the Zacks REIT and Equity Trust sector, reported revenues of $11.1 million, which fell short of the Zacks Consensus Estimate by 4.13%. This is a decrease from $21.69 million in revenue reported a year earlier. The company has surpassed revenue expectations in three of the last four quarters.

The immediate movement of NexPoint’s stock price will likely be influenced by management’s commentary during the earnings call, as well as future earnings projections.

Since the start of the year, NexPoint shares have gained approximately 3.8%, outperforming the S&P 500’s 1.5% increase.

What Lies Ahead for NexPoint?

Although NexPoint has outperformed the broader market so far this year, investors are now wondering about the company’s future prospects.

While there is no simple answer, one useful indicator is the company’s earnings outlook, which includes both current consensus estimates for upcoming quarters and any recent changes to those forecasts.

Research indicates a strong link between short-term stock performance and trends in earnings estimate revisions. Investors can monitor these changes themselves or use established tools like the Zacks Rank, which is known for effectively leveraging earnings estimate trends.

Prior to this earnings release, estimate revisions for NexPoint were mixed. The latest results may influence future revisions, but as of now, the stock holds a Zacks Rank #3 (Hold), suggesting it is expected to perform similarly to the overall market.

It will be important to watch how analyst estimates for the next quarters and the current fiscal year evolve. Currently, consensus projections are for EPS of $0.48 and revenues of $11.48 million in the next quarter, and EPS of $1.95 with revenues of $47.07 million for the fiscal year.

Investors should also consider the broader industry outlook, as it can significantly affect individual stock performance. The Zacks Industry Rank places the REIT and Equity Trust sector in the bottom 18% of over 250 industries. Historically, the top half of Zacks-ranked industries outperform the lower half by more than two to one.

Another company in the same sector, Arbor Realty Trust (ABR), has not yet reported results for the quarter ending December 2025. Their earnings are scheduled for release on February 27.

Arbor Realty Trust is anticipated to report quarterly earnings of $0.21 per share, a 47.5% decline from the previous year. The consensus EPS estimate for this quarter has remained steady over the past month.

Revenue for Arbor Realty Trust is expected to be $221.71 million, representing a 15.7% decrease from the same quarter last year.

Is NexPoint Real Estate Finance, Inc. (NREF) a Good Investment?

Before making an investment decision in NexPoint Real Estate Finance, Inc. (NREF), you may want to explore the top stock picks for the next 30 days.

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