Q4 2025 Farmland Partners Inc Earnings Call Transcript
Farmland Partners Inc. (FPI) reported a strong Q4 and full year 2025, driven by significant AFFO growth, debt reduction, and a 50% dividend increase. Despite a decline in net income and total operating revenues due to asset dispositions and increased impairment charges on West Coast properties, the company maintains a positive outlook for 2026 with plans for portfolio improvements. The sale of the Murray Wise subsidiary simplified operations while retaining market intelligence.
FPI Financials: Revenue Breakdown, Margins & Competitor Comparison
The article provides a financial overview of Farmland Partners Inc (FPI), detailing its robust profitability margins with a gross margin of 91.32%, an operating margin of 60.37%, and a net margin of 105.22%. It also highlights FPI's market capitalization of $498.68M and benchmarks its efficiency against competitors OLP and XRN, noting FPI's competitive gross margin.
Farmland Partners Inc. (NYSE:FPI) Q4 2025 earnings call transcript
The article provides the Q4 2025 earnings call transcript for Farmland Partners Inc. (NYSE:FPI). It details the company's financial performance and discussions from the call, offering insights into its recent operations and future outlook.
(FPI) as a Liquidity Pulse for Institutional Tactics
This article provides an in-depth analysis of Farmland Partners Inc. (NYSE: FPI), identifying a neutral near-term sentiment that could moderate mid-term weakness. It highlights an exceptional risk-reward short setup and outlines three distinct institutional trading strategies: Position Trading, Momentum Breakout, and Risk Hedging, incorporating advanced AI models for optimal risk management.
FPI (Farmland Partners) Goodwill : $0.00 Mil (As of Dec. 2025)
This article from GuruFocus reports that Farmland Partners (FPI) has a goodwill of $0.00 million as of December 2025. It explains that goodwill is an intangible asset representing a company's non-physical value, such as brand name and customer relations. The article also highlights that FPI is considered "Modestly Overvalued" with a GF Score of 76/100 and four warning signs for investors.
Farmland Partners REIT: 7 Powerful Land Trends Shaping 2026
This article examines seven powerful land trends set to shape the agricultural sector by 2026, focusing on their implications for Farmland Partners REIT (FPI). Key trends include the integration of sustainable land management practices, data-driven leasing models, and increased regulatory compliance. The piece also highlights Farmonaut's role in providing technological solutions for monitoring and managing these evolving demands for investors, farmers, and land managers.
FARMLAND PARTNERS Common Stock: $0.43 Mil | Fairly Valued
Farmland Partners Inc. (NYSE:FPI) has a common stock value of $0.43 million as of December 2025, with a GuruFocus (GF) Score of 74/100 and a GF Value of $10.00, indicating it is fairly valued. The common stock value has seen a slight decline from earlier quarters and years. Investors are advised to review the four warning signs related to the stock and consider other metrics like profitability, growth, and financial strength before making investment decisions.
FARMLAND PARTNERS Debt-to-Revenue: 1.94 | Fairly Valued
Farmland Partners Inc (NYSE: FPI) has a Debt-to-Revenue ratio of 1.94 as of December 2025. GuruFocus rates FPI with a GF Score™ of 74/100 and a GF Value™ of $10.01, classifying it as "Fairly Valued" despite trading slightly above this estimate at $10.88. Investors are cautioned to review four warning signs and consider other metrics, such as profitability and growth, in addition to debt levels.
FPI (Farmland Partners) Other Current Assets : $0.00 Mil (As of Dec. 2025)
Farmland Partners (FPI) reported other current assets of $0.00 million as of December 2025. The company's other current assets saw fluctuations, increasing from $0.02 million in June 2025 to $0.50 million in September 2025 before declining to $0.00 million by December 2025. GuruFocus rates FPI with a GF Score of 74/100 and considers it Fairly Valued at $10.01, despite the current stock price of $10.88 with 4 warning signs for investors.
FPI (Farmland Partners) Net Income (Discontinued Operations) : $0.00 Mil (TTM As of Dec. 2025)
This article reports that Farmland Partners Inc. (FPI) recorded $0.00 million in Net Income (Discontinued Operations) as of December 2025. GuruFocus rates FPI with a GF Score of 74/100 and a GF Value of $10.02, indicating it is fairly valued, despite displaying four warning signs for investors. The article details the definition and calculation of Net Income (Discontinued Operations), and provides historical data and related financial metrics for FPI.
Vanguard (FPI) files amendment, reports 0 shares after realignment
The Vanguard Group has filed an amendment to its Schedule 13G/A, reporting 0 beneficially owned shares of Farmland Partners Inc. (FPI), representing 0% of the class. This change is due to an internal realignment effective January 12, 2026, where certain Vanguard subsidiaries will now report beneficial ownership separately. The filing clarifies that Vanguard no longer has, or is deemed to have, beneficial ownership over securities held by these disaggregated subsidiaries.
FPI (Farmland Partners) Change In Payables And Accrued Expense : $-2.73 Mil (TTM As of Dec. 2025)
Farmland Partners (FPI) reported a Change In Payables And Accrued Expense of $-2.73 million for the trailing twelve months ending December 2025, indicating a decline in its Accounts Payable & Accrued Expense. For the quarter ending December 2025, the figure was an increase of $0.81 million. GuruFocus rates FPI with a GF Score of 76/100 and considers it Fairly Valued at $11.00, trading 9.6% above its estimated GF Value of $10.04.
Farmland Partners urges investment in U.S. farmland as global agricultural output leader
Farmland Partners is advocating for investment in U.S. farmland, highlighting its role as the world's most productive agricultural system. The company made this call on National Ag Day, emphasizing the sector's long-term value, growth potential, and its utility for diversifying investment portfolios.
Farmland Partners (NYSE:FPI) Rating Lowered to "Sell" at Wall Street Zen
Wall Street Zen has downgraded Farmland Partners (NYSE:FPI) from a "hold" to a "sell" rating. This downgrade comes despite the company reporting an EPS beat of $0.43 against an expected $0.20, and revenue of $20.72 million against estimates of $17.14 million for its last quarter. Farmland Partners also provided FY2026 EPS guidance of $0.330–$0.370, and institutional investors collectively own 58% of the company's stock.
FPI Earning Date, Earning Analysis and Earning Prediction
This article provides an earnings analysis and prediction for Farmland Partners Inc. (FPI), detailing past quarterly results for FY2025 and analyst forecasts for 2026/Q1. It examines how earnings surprises and revisions correlate with stock price movements and offers insights into historical stock price reactions around earnings reports. The Q4 2025 earnings call sentiment highlights mixed signals with increased AFFO but declining revenues and increased asset impairment.
(FPI) Risk Channels and Responsive Allocation
This article analyzes Farmland Partners Inc. (NYSE: FPI), highlighting weak near and mid-term sentiment but a neutral long-term outlook. It identifies a mid-channel oscillation pattern and presents three institutional trading strategies with specific entry, target, and stop-loss zones for different risk profiles. The analysis points to an exceptional short setup given the risk-reward ratio.
Farmland Partners Inc. ($FPI) CEO 2025 Pay Revealed
Farmland Partners Inc. ($FPI) CEO Luca Fabbri's estimated compensation for 2025 is $1,385,172, a 50.44% decrease from 2024, based on a new SEC filing. The article also details recent insider trading activity, showing 3 purchases and no sales in the last six months, and significant shifts in institutional holdings, with more institutional investors decreasing their positions than increasing them in the most recent quarter.
[ARS] Farmland Partners Inc. SEC F... | FPI SEC Filing - Form ARS
This article reports on Farmland Partners Inc.'s SEC Form ARS filing on March 17, 2026, accessible as a PDF document. It provides an overview of FPI's stock data, including market cap, float, industry, and recent news and SEC filings. The filing details are categorized under "Filing Impact (Low)" and "Filing Sentiment (Neutral)," indicating standard procedural information.
Farmland Partners (NYSE: FPI) outlines 2026 director elections, auditor change and say-on-pay
Farmland Partners Inc. (NYSE: FPI) has detailed the agenda for its 2026 Annual Meeting of Stockholders, scheduled for April 28, 2026, in Denver. Shareholders will vote on the election of five directors, ratify Crowe LLP as the independent auditor for 2026, and participate in advisory votes on executive compensation and the frequency of future say-on-pay votes. The company's board recommends approval of all proposals, emphasizing a strong commitment to corporate governance and ongoing efforts to align executive compensation with company performance and shareholder interests.
Farmland Partners Inc. (NYSE:FPI) Q4 2025 earnings call transcript
The article provides the Q4 2025 earnings call transcript for Farmland Partners Inc. (NYSE:FPI). It details the company's financial performance and discussions during the call.
Farmland Partners Inc. (NYSE:FPI) Q4 2025 earnings call transcript
This document is the Q4 2025 earnings call transcript for Farmland Partners Inc. (NYSE:FPI). The content provided by MSN is an earnings call, indicating detailed financial discussions and future outlooks pertinent to the company's performance.
This General Mills Analyst Turns Bearish; Here Are Top 5 Downgrades For Thursday
This article lists the top five analyst downgrades for Thursday, highlighting specific firms, their previous and new ratings, and target price adjustments. Notably, Wells Fargo downgraded General Mills (GIS) from Equal-Weight to Underweight with a reduced price target. Other companies affected include Wealthfront (WLTH), Farmland Partners (FPI), Conagra Brands (CAG), and Telefonica Brasil (VIV).
Farmland Partners, Inc. Hits New 52-Week High of $13.11
Farmland Partners, Inc. (FPI) has achieved a new 52-week high of $13.11, marking a significant performance increase of 20.41% over the past year. The microcap company, with a market capitalization of $518 million, boasts solid financial metrics including a P/E ratio of 5.00, a dividend yield of 3.87%, and a return on equity of 10.71%. Its stock performance has outperformed the S&P 500, indicating a strong competitive position in the realty sector.
(FPI) Movement as an Input in Quant Signal Sets
This article analyzes Farmland Partners Inc. (FPI) using AI-generated quant signals, highlighting conflicting sentiment and elevated downside risk. It provides three distinct AI-driven trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis for support and resistance levels. The analysis aims to offer institutional-grade insights for FPI.
Farmland Partners (NYSE:FPI) Upgraded by Wall Street Zen to "Hold" Rating
Wall Street Zen has upgraded Farmland Partners (NYSE:FPI) from a "sell" to a "hold" rating, aligning with the consensus "Hold" rating from other analysts. The company recently reported strong quarterly earnings, beating expectations, and provided positive FY2026 EPS guidance. Insider buying and institutional ownership further underscore confidence in the stock.
Insider at Farmland Partners (NYSE: FPI) forfeits shares for tax bill
Farmland Partners Inc.'s General Counsel and Secretary, Christine M. Garrison, forfeited 892 shares of common stock to cover tax obligations related to the vesting of restricted stock. This transaction was a tax-withholding disposition, not an open-market sale, and she now directly holds 40,406 common shares. The Form 4 filing provides details on the transaction and clarifies that the shares were disposed of to satisfy tax liabilities.
FPI PE Ratio & Valuation, Is FPI Overvalued
Farmland Partners Inc (FPI) is currently in the "Fair zone" according to its valuation, with a fair price estimated between $10.16 and $13.77 based on a relative valuation method. While its current forward PS ratio of 9.86 is considered fair compared to its five-year average, its P/S ratio is significantly above the industry average, which the analysis suggests might be unsustainable given its revenue growth. The article also details FPI's current P/B ratio, FCF yield, and Forward P/E and P/S ratios as of March 5, 2026.
Farmland Partners (NYSE:FPI) Sets New 12-Month High - What's Next?
Farmland Partners (NYSE:FPI) reached a new 52-week high of $13.15, following strong Q4 earnings, beating estimates with $0.43 EPS and $20.72M revenue. The company also raised its quarterly dividend to $0.09 per share, annualizing to $0.36, and saw a director purchase 3,000 shares, signaling insider confidence. Analysts currently rate the stock as "Hold."
Farmland Partners (FPI) director logs 1,600-share preplanned stock sale
Jennifer S. Grafton, a director at Farmland Partners Inc. (FPI), sold 1,600 shares of common stock for $12.36 per share on February 24, 2026, as part of a prearranged Rule 10b5-1 trading plan established on November 4, 2025. This amended Form 4/A filing corrects a previous error that had incorrectly reported the transaction as a purchase. After the sale, Grafton directly holds 10,400 shares, and the transaction is considered neutral in its market impact due to its preplanned nature and relatively modest size.
Farmland Partners director Grafton sells $19,776 in stock
Farmland Partners Inc. Director Jennifer S. Grafton sold 1,600 shares of common stock for $19,776 on February 24, 2026, as the stock trades near its 52-week high and is considered overvalued by InvestingPro. This sale was conducted under a pre-arranged trading plan, and follows a recent strong financial performance by Farmland Partners, which reported significant beats on EPS and revenue for Q4 2025.
FPI Stock News Today | Earnings, Events & Price Alerts
Farmland Partners (FPI) has reported strong Q4 2025 earnings, exceeding revenue consensus and announcing a 50% increase in its quarterly dividend to $0.09 per share. The company's President and CEO, Luca Fabbri, highlighted robust financial performance, strategic asset management, and a fortified balance sheet as key drivers for continued attractive risk-adjusted total returns in 2026. Dividends will be payable on April 15, 2026, to stockholders of record as of April 1, 2026.
Farmland Partners Inc. Reports Full Year 2025 Results
Farmland Partners Inc. (FPI) reported strong financial results for the full year 2025, exceeding AFFO guidance and increasing its quarterly dividend by 50% to $0.09 per share. The company recorded net income of $32.2 million and AFFO of $17.9 million, driven by strategic property dispositions, debt reduction, and the sale of Murray Wise Associates. FPI also redeemed all outstanding Series A preferred units, simplifying its balance sheet and mitigating dilutive equity issuance risk.
Revenue per share of Farmland Partners Inc – LS:A1XE4J
This article provides financial information for Farmland Partners Inc. (A1XE4J), specifically focusing on its revenue per share. It appears to be a stub or a section of a larger financial data presentation from TradingView, indicating where users can find more detailed financial metrics for the company.
Farmland Partners (FPI) chair forfeits shares to cover tax on vesting
Farmland Partners Inc.'s Executive Chairman, Paul A. Pittman, reported a tax-withholding disposition of 2,142 shares of common stock at $12.62 per share on February 24, 2026. These shares were forfeited to cover tax obligations incurred upon the vesting of restricted stock. After this event, Pittman directly holds 1,655,233 shares and has additional indirect holdings through an LLC and family accounts.
Farmland Partners (FPI) CEO forfeits shares to cover taxes
Farmland Partners Inc. CEO Luca Fabbri reported a tax-withholding disposition of 4,483 shares of common stock at $12.62 per share. These shares were forfeited on February 24, 2026, to cover his tax obligations arising from the vesting of restricted common stock. Following this transaction, Fabbri directly owns 377,424 shares of the company.
Farmland Partners (FPI) counsel forfeits shares to cover restricted stock taxes
Farmland Partners Inc. General Counsel and Secretary Christine M. Garrison reported a Form 4 transaction where she forfeited 2,049 shares of FPI common stock on February 24, 2026. This forfeiture, valued at $12.62 per share, was to cover tax obligations stemming from the vesting of restricted stock. Following this transaction, Ms. Garrison directly holds 41,298 shares of Farmland Partners common stock.
Farmland Partners, Inc. Hits New 52-Week High at $12.99
Farmland Partners, Inc. (FPI) has reached a new 52-week high of $12.99, marking a significant increase from its previous low of $9.37 and a 19.67% gain over the past year. The microcap realty company, with a market capitalization of $518 million, exhibits strong financial performance with a P/E ratio of 5.00, a dividend yield of 3.87%, a return on equity of 10.71%, and a price-to-book ratio of 1.13. FPI's stock performance has also surpassed the S&P 500's gain of 12.95% during the same period.
Farmland Partners director Grafton sells $19,776 in stock By Investing.com
Farmland Partners Inc. Director Jennifer S. Grafton sold 1,600 shares of common stock for $19,776 on February 24, 2026, executed under a pre-arranged trading plan. This sale occurred while the stock was near its 52-week high, with a 34.6% year-to-date return. The company also recently reported strong fourth-quarter 2025 financial results, with EPS and revenue significantly exceeding analyst expectations.
Farmland Partners Announces Dividend Increase
Farmland Partners Inc. (NYSE:FPI) has announced a 50% increase in its quarterly dividend, raising it to $0.09 per share. This decision reflects the company's confidence in its farmland portfolio and cash flow generation, though its current 150% payout ratio indicates reliance on its balance sheet to cover dividend payments. The dividend is payable on April 15th to shareholders of record as of April 1st, 2026.
Farmland Partners (FPI) Earnings Transcript
Farmland Partners (FPI) reported higher Adjusted Funds From Operations (AFFO) for both Q4 and the full year 2025, driven by its FPI loan program and reduced interest expenses from debt reduction. Despite asset impairments on West Coast properties and lower revenues due to dispositions, the company increased its dividend by 50% and repaid Series A preferred units in cash to avoid dilution. The 2026 outlook is cautious, with expected declines in net income and AFFO, as the company plans further asset sales, particularly in California, and aims to focus growth in core markets like Illinois.
Farmland Partners (FPI) Earnings Transcript
Farmland Partners (FPI) reported higher Adjusted Funds From Operations (AFFO) for both Q4 and the full year 2025, driven by increased activity in its loan program and reduced interest expenses from debt reduction. The company also announced a 50% dividend increase to $0.09 per share per quarter and strategically repaid all Series A preferred units in cash to avoid dilution. Despite these positive financial adjustments, the company recognized a $17 million asset impairment related to West Coast properties and forecasts a cautious 2026 outlook with expected declines in net income and AFFO, partially due to asset dispositions and a conservative agricultural market assessment.
Farmland Partners (FPI) Earnings Transcript
Farmland Partners Inc. (FPI) reported increased Adjusted Funds From Operations (AFFO) for both the quarter and full year 2025, driven by its FPI loan program and reduced interest expenses due to significant debt reduction. The company repaid all Series A preferred units in cash to avoid dilution and streamlined operations by selling the Murray Wise subsidiary while maintaining market intelligence access. Despite a 50% dividend increase reflecting improved capital structure, net income declined year-over-year due to asset dispositions and a $17 million impairment on West Coast properties, though management aims for strategic asset liquidation, particularly in California, to focus on core markets like Illinois.
Jupiter Asset Management Ltd. Buys Shares of 324,022 Farmland Partners Inc. $FPI
Jupiter Asset Management Ltd. has acquired 324,022 shares of Farmland Partners Inc. (NYSE:FPI), valued at approximately $3.53 million, establishing a new position in the company. Other institutional investors like Vanguard Group Inc., Accordant Advisory Group Inc., JPMorgan Chase & Co., Raymond James Financial Inc., and Los Angeles Capital Management LLC also increased their holdings in FPI. The article also touches on Farmland Partners's recent dividend increase, Q3 earnings above analyst expectations, and a director's insider stock purchase.
Farmland Partners raises dividend 50% after $90M land sales
Farmland Partners Inc. (FPI) reported strong financial results for 2025, beating AFFO guidance and raising its quarterly dividend by 50% to $0.09 per share. The company completed $90.2 million in property dispositions, primarily selling less-performing assets and used $80.2 million to redeem Series A preferred units, thereby simplifying its balance sheet and eliminating the risk of dilutive common share issuance. These strategic moves reflect a focus on disciplined capital management and a strong market for farmlands, supporting attractive risk-adjusted returns for investors.
Farmland Partners Inc. (NYSE:FPI) Q4 2025 Earnings Call Transcript
Farmland Partners Inc. discussed its strong Q4 and full-year 2025 earnings, highlighting a significant dividend increase, reduced debt, and the sale of its Murray Wise subsidiary to streamline operations. The company posted strong AFFO and outlined its 2026 outlook, emphasizing a continued focus on portfolio optimization through strategic dispositions, particularly in California, while maintaining a cautious but positive stance on future performance. Management also addressed current market conditions, the FPI Loan Program, and their capital recycling strategy, indicating a potential decrease in share repurchases as stock price appreciates.
FPI Q4 2025 Earnings Surge: Farmland Growth Soars
Farmland Partners Inc. (FPI) reported a strong Q4 2025 earnings beat, exceeding guidance with a 22% year-over-year surge in adjusted funds from operations (AFFO) and a 50% dividend increase. The company's performance was driven by robust farmland demand, strategic property dispositions, and diversified crop portfolio management. FPI's financial results highlight the continued strength of the farmland market and the company's operational discipline.
Farmland Partners Inc. (NYSE:FPI) Increases Dividend to $0.09 Per Share
Farmland Partners Inc. (NYSE:FPI) has announced a quarterly dividend increase to $0.09 per share, a 50% rise from its previous dividend, resulting in an approximate 3.0% yield. Despite a strong earnings report where EPS of $0.43 exceeded expectations and revenues surpassed estimates, the company's dividend payout ratio of 150% indicates that the distribution is not fully covered by current earnings and relies on its balance sheet. Analysts currently maintain a "Hold" rating on the stock, with the company providing FY2026 EPS guidance between $0.33 and $0.37.
Farmland Partners earnings beat by $0.47, revenue topped estimates
Farmland Partners (NYSE: FPI) reported strong fourth-quarter results, surpassing analyst expectations with an EPS of $0.65, significantly higher than the estimated $0.18. The company also exceeded revenue forecasts, posting $16.94 million against a consensus of $14.44 million. Despite recent market fluctuations, Farmland Partners holds a "good performance" Financial Health score according to InvestingPro.
FPI Announces Dividends Payable to Shareholders in April 2026
Farmland Partners, Inc. (FPI) has declared a dividend distribution scheduled for April 15, 2026, for shareholders recorded by April 1, 2026. Despite a challenging revenue growth environment, the real estate investment trust maintains a strong balance sheet with a low debt-to-equity ratio and robust profitability metrics. However, valuation metrics present a mixed picture with some overvaluation concerns, and an Altman Z-Score suggests potential financial stress.
Farmland Partners: Q4 Earnings Snapshot
Farmland Partners Inc. (FPI) reported its fourth-quarter earnings, showing funds from operations of $11.4 million, or 25 cents per share. The real estate investment trust specializing in farmland also posted net income of $20.8 million, or 43 cents per share, with revenue for the period reaching $20.7 million. For the full year, the company's funds from operations totaled $17.9 million on $52.2 million in revenue.
