Why Howard Hughes Holdings (HHH) Shares Are Falling Today
Shares of real estate developer Howard Hughes Holdings (HHH) fell 4.9% after the company reported fourth-quarter results, showing a significant miss on earnings despite revenue surpassing analyst expectations. The company posted earnings of $0.10 per share, 75.1% below forecasts, and a 36.5% decrease in revenue compared to the previous year, causing a negative market reaction. This substantial drop in profitability led to the shares trading 14.7% below their 52-week high.
Howard Hughes Q4 profit falls on prior-year comparison; core land sales jump
Howard Hughes Holdings Inc. (HHH) reported a record-setting full year 2025 performance driven by its real estate segments, despite a Q4 profit decline compared to the prior year. The company is actively transforming into a diversified holding company, marked by a significant capital infusion and the acquisition of Vantage Group Holdings. Looking ahead to 2026, Howard Hughes anticipates continued growth in Operating Assets NOI while MPC EBT is expected to normalize after strong 2025 land sales.
Howard Hughes Holdings Inc. Reports Fourth Quarter and Full Year 2025 Results
Howard Hughes Holdings Inc. (HHH) announced its fourth quarter and full year 2025 financial results, highlighting record performance in its Master Planned Communities (MPC) and Operating Assets segments. The company reported net income from continuing operations of $123.8 million for the full year and detailed its transformation into a diversified holding company, including an agreement to acquire Vantage Group Holdings Ltd. for approximately $2.1 billion. HHH also provided guidance for 2026, anticipating Adjusted Operating Cash Flow between $415 million and $465 million.
Howard Hughes Holdings (NYSE: HHH) posts 2025 results and $2.1B Vantage acquisition plan
Howard Hughes Holdings Inc. reported its full-year 2025 financial results, with net income from continuing operations at $123.8 million, or $2.21 per diluted share, and Adjusted Operating Cash Flow of $446 million. The company announced its plan to acquire Vantage Group Holdings for approximately $2.1 billion, signaling a strategic shift to become a diversified holding company. Despite a decline in net income from the previous year, core real estate drivers, including Master Planned Communities and Total Operating Assets NOI, showed strong performance.
Howard Hughes Holdings's (NYSE:HHH) Q4 CY2025 Sales Top Estimates
Howard Hughes Holdings (NYSE:HHH) reported Q4 CY2025 results with revenue exceeding analyst estimates, reaching $624.4 million despite a 36.5% year-on-year decline. However, the GAAP EPS of $0.10 missed analysts' consensus by 75.1%. The company highlighted record NOI in 2025 for its communities, and while revenue growth has been strong over two years, operating margins and recent EPS figures show challenges.
The Technical Signals Behind (HHH) That Institutions Follow
This article from Stock Traders Daily analyzes The Howard Hughes Corporation (NYSE: HHH) using AI models to identify technical signals relevant to institutional trading. It highlights weak near-term sentiment potentially challenging long-term strength, noting a mid-channel oscillation pattern. The analysis provides specific entry, target, and stop-loss zones for various trading strategies, including position, momentum breakout, and risk hedging, based on multi-timeframe signal analysis.
Is Howard Hughes Holdings (HHH) Pricing In Its DCF Upside And Lower P/E Multiple?
This article analyzes Howard Hughes Holdings (HHH) valuation using Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratio methods. The DCF model suggests HHH is undervalued by 22.5% with an intrinsic value of $107.11 per share compared to its current price of $83. Additionally, its current P/E of 17.46x is below the Real Estate industry average and Simply Wall St's Fair Ratio of 21.55x, also indicating undervaluation.
Howard Hughes completes $1 billion notes offering
Howard Hughes Holdings Inc. announced the completion of a $1 billion notes offering through its subsidiary, The Howard Hughes Corporation. The offering includes $500 million in senior notes due 2032 and another $500 million due 2034, with proceeds intended to redeem existing 5.375% Senior Notes due 2028 and for general corporate purposes. This financial move follows an upgrade to a 'B+' rating from S&P Global Ratings, reflecting the company's strong leverage and financial health.
The Howard Hughes Corporation Closes Offering of Senior Notes
The Howard Hughes Corporation (HHC), a subsidiary of Howard Hughes Holdings Inc., has successfully completed an offering of $1 billion in senior notes, comprising $500 million due in 2032 and $500 million due in 2034. The net proceeds will primarily be used to redeem its outstanding 5.375% Senior Notes due 2028 and for general corporate purposes. This private placement was made to qualified institutional buyers and non-U.S. persons.
The Howard Hughes Corporation Closes Offering of Senior Notes
The Howard Hughes Corporation (HHC), a wholly-owned subsidiary of Howard Hughes Holdings Inc. (NYSE: HHH), announced the closing of its previously announced offering of $500 million in 2032 senior notes and $500 million in 2034 senior notes. HHC plans to use the net proceeds to redeem its outstanding 5.375% Senior Notes due 2028 and for general corporate purposes. The offering was conducted as a private placement for qualified institutional buyers and persons outside the U.S.
Howard Hughes Holdings Inc. Completes $1 Billion Senior Notes Offering to Redeem 2028 Notes
Howard Hughes Holdings Inc. announced the successful completion of a $1 billion senior notes offering, consisting of two $500 million tranches due in 2032 and 2034. The company will use the proceeds to redeem its outstanding 5.375% Senior Notes due 2028 and for general corporate purposes. This private placement aims to improve the company's financial position and fund future growth, though it does involve taking on new debt.
The Howard Hughes Corporation Closes Offering of Senior Notes
The Howard Hughes Corporation, a subsidiary of Howard Hughes Holdings Inc., has successfully closed its previously announced offering of $1 billion in senior notes, consisting of $500 million due in 2032 and $500 million due in 2034. The net proceeds will be used to redeem its outstanding 5.375% Senior Notes due 2028 and for general corporate purposes. This private placement was made to qualified institutional buyers and persons outside the United States.
Lawsuit Says Bill Ackman Bullied Howard Hughes Board Into Taking $900M Investment
A new lawsuit alleges that Pershing Square CEO Bill Ackman threatened Howard Hughes Holdings Inc. board members to accept a $900M investment, giving his firm significant control without a proper control premium for minority investors. Minority shareholders, led by a Michigan retirement fund, claim Ackman used bullying tactics and public attacks to force the deal despite it undervaluing Howard Hughes' net asset value. Pershing Square, which already owned 37% of Howard Hughes, has dismissed the lawsuit as "entirely without merit."
Houston Texans, Howard Hughes team up on 83-acre HQ and entertainment district
The Houston Texans are partnering with Howard Hughes Communities and Harris County to develop an 83-acre mixed-use entertainment hub in Bridgeland, northwest of Houston. This Toro District will include the team's new headquarters and practice facility, alongside retail, restaurants, and other commercial spaces. Harris County will contribute $150 million for infrastructure, with groundbreaking expected later this year and completion by 2029, projecting a $34 billion long-term economic impact.
Candriam S.C.A. Sells 137,189 Shares of Howard Hughes Holdings Inc. $HHH
Candriam S.C.A. significantly reduced its stake in Howard Hughes Holdings Inc. (NYSE:HHH) by 90.3% in Q3, selling 137,189 shares and retaining 14,757 shares valued at $1.21 million. While Candriam sold off a large portion of its holdings, other institutions like Norges Bank and Millennium Management increased their positions. Insider transactions included a director buying 5,000 shares and another selling 6,000 shares, while analysts currently maintain an average "Hold" rating with a target price of $83.33 for HHH.
Howard Hughes Corporation Launches $1B Senior Notes Private Placement
The Howard Hughes Corporation has announced a private placement offering of $1 billion in senior notes, due in 2032 and 2034. The net proceeds are intended to redeem its outstanding 5.375% Senior Notes due 2028, including associated premiums and interest, and for general corporate purposes. This strategic move aims to optimize the company's capital structure and enhance financial flexibility, aligning with its larger transformation into a diversified holding company.
Impax Asset Management Group plc Cuts Holdings in Howard Hughes Holdings Inc. $HHH
Impax Asset Management Group plc significantly reduced its stake in Howard Hughes Holdings Inc. (NYSE:HHH) by 53.2% in the third quarter, selling 125,000 shares. Despite this, other institutional investors either increased their positions or purchased new ones in HHH. The article also provides details on insider trading, stock performance, earnings, and recent analyst ratings for Howard Hughes Holdings Inc.
250 Water St. sells for $7.5M less than asking — with ‘deeply affordable’ rental units on the horizon
Developer Tavros has purchased the 250 Water St. site for $143 million, significantly less than previous figures, and plans to increase the number of rental units to 600. A quarter of these new units will be affordable, with 80% designated as "deeply affordable." The project will retain the original facade designed by Skidmore, Owings & Merrill, with Fogarty Finger now serving as the design architect.
Precision Trading with The Howard Hughes Corporation (HHH) Risk Zones
This article analyzes The Howard Hughes Corporation (HHH) using AI models to provide trading strategies based on different risk profiles. It identifies neutral sentiment in the near and mid-term, with a potential long-term positive bias, and outlines specific entry and exit points for long, breakout, and short positions, emphasizing risk management.
A Look At Howard Hughes Holdings (HHH) Valuation After Recent Share Price Momentum
Howard Hughes Holdings (HHH) has seen recent positive share price momentum, with returns of 3.2% over the past month and 4.5% over three months, trading at US$81.77. The company is considered undervalued by analysts, with a fair value estimated at $96.33, driven by its substantial undeveloped land bank and potential for long-term revenue growth. However, this narrative could be impacted by risks such as the planned insurance acquisition or local economic and regulatory challenges to its master-planned communities.
The Howard Hughes Corporation Prices Offering of Senior Notes
Howard Hughes Holdings Inc. announced that its subsidiary, The Howard Hughes Corporation (HHC), priced an offering of $500 million in senior notes due 2032 at 5.875% and $500 million in senior notes due 2034 at 6.125%. The offering is expected to close on February 17, 2026, and the net proceeds will be used to redeem HHC's outstanding 5.375% Senior Notes due 2028 and for general corporate purposes. The notes were offered in a private placement to qualified institutional buyers.
Strs Ohio Trims Holdings in Howard Hughes Holdings Inc. $HHH
Strs Ohio significantly reduced its holdings in Howard Hughes Holdings Inc. (NYSE:HHH) by 97.1% during the third quarter, selling 24,658 shares and retaining only 740 shares valued at approximately $61,000. Despite this reduction by Strs Ohio, other institutional investors like Norges Bank and Northern Right Capital Management established new, substantial positions, and Millennium Management LLC increased its stake. Howard Hughes recently exceeded quarterly earnings expectations with revenue growth of 19.3%, and analysts currently rate the stock as "Hold" with an average target price of $83.33.
Howard Hughes Holdings Inc. (NYSE:HHH) Given Consensus Rating of "Hold" by Brokerages
Howard Hughes Holdings Inc. (NYSE:HHH) has received an average "Hold" rating from brokerages, based on three hold recommendations and two buy recommendations. Analysts have set a 12-month consensus price target of $83.33 for the stock. The company recently surpassed quarterly earnings and revenue estimates, with its stock trading around $81.70.
The Howard Hughes Corporation to Redeem its 5.375% Senior Notes due 2028
Howard Hughes Holdings Inc. announced that its subsidiary, The Howard Hughes Corporation (HHC), will redeem all outstanding 5.375% Senior Notes due 2028 on February 19, 2026, totaling $750,000,000. The redemption price will be 100.896% of the principal amount plus accrued interest, funded by proceeds from a new senior notes offering. This redemption is contingent upon the completion of the New Notes Offering.
Howard Hughes subsidiary prices $1 billion in senior notes
The Howard Hughes Corporation, a wholly owned subsidiary of Howard Hughes Holdings Inc., has priced $1 billion in senior notes across two offerings. These notes, due in 2032 and 2034 with interest rates of 5.875% and 6.125% respectively, will be crucial for redeeming existing senior notes and supporting general corporate purposes. This financial move follows other recent company activities, including the acquisition of Vantage Group Holdings and an upgrade to its credit rating by S&P Global Ratings.
Howard Hughes Holdings Inc. Announces Redemption of 5.375% Senior Notes Due 2028
Howard Hughes Holdings Inc. announced that its subsidiary, The Howard Hughes Corporation (HHC), will redeem all $750 million of its outstanding 5.375% Senior Notes due 2028 on February 19, 2026. The redemption price will be 100.896% of the principal amount plus accrued interest, contingent on the successful closing of HHC's new senior notes offering due 2032 and 2034, which will fund the redemption. After the redemption date, interest will cease to accrue and the notes will no longer be outstanding.
The Howard Hughes Corporation Commences Offering of Senior Notes
The Howard Hughes Corporation (HHC), a wholly-owned subsidiary of Howard Hughes Holdings Inc. (NYSE: HHH), has commenced a private offering of $1 billion in senior notes due 2032 and 2034. HHC plans to use the proceeds to redeem its outstanding 5.375% Senior Notes due 2028 and for general corporate purposes. The notes are being offered as a private placement to qualified institutional buyers and non-U.S. persons, and are not registered under the Securities Act.
Howard Hughes Holdings Inc. Announces $1 Billion Private Placement of Senior Notes
Howard Hughes Holdings Inc. (HHH), through its subsidiary The Howard Hughes Corporation, has announced a private placement offering of $1 billion in senior notes due in 2032 and 2034. The company plans to use the proceeds to redeem its outstanding 5.375% Senior Notes due 2028 and for general corporate purposes, signaling a strategy to optimize its capital structure and potentially reduce debt servicing costs. The offering is directed towards qualified institutional buyers and is not registered under the Securities Act.
The Howard Hughes Corporation to Redeem its 5.375% Senior Notes due 2028
The Howard Hughes Corporation (HHC), a subsidiary of Howard Hughes Holdings Inc. (NYSE: HHH), announced its intention to redeem all outstanding 5.375% Senior Notes due 2028 on February 19, 2026. The redemption price will be 100.896% of the principal amount plus accrued interest. HHC plans to fund this redemption using proceeds from a new offering of senior notes due 2032 and 2034, with the redemption contingent on the completion of this new offering.
Howard Hughes to pay $1,011.6475 per $1,000 on 2028 bonds
Howard Hughes Holdings Inc. (HHH) announced its intention to redeem all outstanding 5.375% Senior Notes due 2028 on February 19, 2026, totaling $750,000,000 in principal. The redemption price will be 100.896% of the principal amount plus accrued interest, equating to $1,011.6475 per $1,000 principal. The redemption will be funded by proceeds from a new offering of senior notes due 2032 and 2034, with the obligation contingent upon the successful closing of that offering.
Howard Hughes seeks $1B to redeem 2028 notes in private sale
The Howard Hughes Corporation (NYSE: HHH) announced a private placement offering of $1.0 billion in senior notes, maturing in 2032 and 2034. The company plans to use the net proceeds to redeem its outstanding 5.375% Senior Notes due 2028 and for general corporate purposes. This offering is being made to qualified institutional buyers and non-U.S. persons, and the new notes will not be registered under the Securities Act.
The Howard Hughes Corporation Commences Offering of Senior Notes
The Howard Hughes Corporation (HHC), a subsidiary of Howard Hughes Holdings Inc. (HHH), announced a private placement offering of $1 billion in senior notes due 2032 and 2034. HHC plans to use the net proceeds to redeem its outstanding 5.375% Senior Notes due 2028 and for general corporate purposes. The offering is directed at qualified institutional buyers and persons outside the United States, and the notes will not be registered under the Securities Act.
The Howard Hughes Corporation commences offering of senior notes
The Howard Hughes Corporation has announced the commencement of an offering of senior notes. This news follows a previous report about the company pricing an offering of senior notes and a unit launching a $1 billion private offering to redeem senior notes due in 2028. The company is actively managing its debt structure through these financial maneuvers.
17,800 Shares in Howard Hughes Holdings Inc. $HHH Purchased by Jackson Creek Investment Advisors LLC
Jackson Creek Investment Advisors LLC has acquired a new stake of 17,800 shares in Howard Hughes Holdings Inc. (NYSE:HHH), valued at approximately $1.46 million. This purchase contributes to the roughly 93.8% institutional ownership of the stock. Howard Hughes recently reported strong Q3 earnings, beating analyst expectations with $2.02 EPS and revenue of $390.24 million, while analysts maintain an average "Hold" rating with a price target of $83.33.
Technical Reactions to HHH Trends in Macro Strategies
The article provides a technical analysis of The Howard Hughes Corporation (NYSE: HHH), highlighting a weak near-term sentiment that could challenge long-term strength, indicated by a mid-channel oscillation pattern. It presents three AI-generated trading strategies—position trading, momentum breakout, and risk hedging—catering to different risk profiles and emphasizes an exceptional risk-reward short setup. The analysis also includes multi-timeframe signal analysis with varying signal strengths across different horizons.
Howard Hughes Holdings Inc. (HHH) Pursues Diversification and Long-Term Growth
Howard Hughes Holdings Inc. (HHH) is diversifying its business beyond real estate development, aiming to become a diversified holding company like Berkshire Hathaway. The company plans to acquire specialty insurance firm Vantage Group Holdings for $2.1 billion, with funding including a loan from Bill Ackman's Pershing Square. This move is part of a strategy to compound capital long-term, by integrating insurance operations alongside its core master-planned communities and real estate holdings.
TrueMark Investments LLC Takes Position in Howard Hughes Holdings Inc. $HHH
TrueMark Investments LLC has acquired a new position in Howard Hughes Holdings Inc. (NYSE:HHH), purchasing 16,038 shares valued at approximately $1.32 million during the third quarter. This move comes as Howard Hughes surpassed its quarterly earnings expectations, reporting an EPS of $2.02 against an estimated $1.56, and revenues of $390.24 million, marking a 19.3% year-over-year increase. The company maintains a "Hold" consensus rating from analysts with an average target price of $83.33.
Howard Hughes Holdings Inc. (HHH) Pursues Diversification and Long-Term Growth
Howard Hughes Holdings Inc. (HHH) is pursuing diversification beyond property development through the acquisition of specialty insurance firm Vantage Group Holdings for $2.1 billion. This move, supported by billionaire Bill Ackman, aims to transform HHH into a diversified holding company similar to Berkshire Hathaway. The company plans to fund the acquisition with cash and a $1 billion loan from Pershing Square, with a long-term strategy of capital compounding through insurance.
8 Best Stocks to Buy According to Billionaire Bill Ackman
Billionaire investor Bill Ackman's Pershing Square Holdings has a significant stake in Howard Hughes Holdings Inc. The company plans to acquire specialty insurance firm Vantage Group Holdings for $2.1 billion to diversify beyond real estate. This acquisition, partly funded by a loan from Ackman's hedge fund, aims to transform Howard Hughes into a diversified holding company similar to Berkshire Hathaway, focusing on long-term capital compounding.
Ackman Targets Howard Hughes Holdings for Growth, Aiming for Berkshire Hathaway Model
Bill Ackman is acquiring a controlling stake in Howard Hughes Holdings with the aim of transforming it into a diversified holding company, similar to Warren Buffett's Berkshire Hathaway model, particularly focusing on insurance. This strategic move is anticipated to significantly boost Howard Hughes' market value. The article also touches upon the strong performance of other companies like Alphabet in AI, Brookfield Corp.'s asset management revenue, and Uber's user growth.
Trading the Move, Not the Narrative: (HHH) Edition
The article discusses the trading outlook for The Howard Hughes Corporation (NYSE: HHH), indicating a near-term neutral sentiment amidst mid and long-term strength. It highlights an exceptional 30.4:1 risk-reward setup with a target gain of 8.9% against a 0.3% risk. The AI models have generated three distinct trading strategies for various risk profiles, including position trading, momentum breakout, and risk hedging strategies.
Stock Traders Buy High Volume of Call Options on Howard Hughes (NYSE:HHH)
Stock traders recently showed significant interest in Howard Hughes (NYSE:HHH), buying 2,940 call options, a 406% increase over the average. This activity follows mixed insider transactions, with one director buying 5,000 shares and another selling 6,000 shares. The company recently exceeded quarterly earnings estimates and holds a consensus "Hold" rating from analysts with an $83.33 price target.
Howard Hughes Holdings Inc. (NYSE:HHH) Given Consensus Rating of "Hold" by Analysts
Analysts have issued a consensus "Hold" rating for Howard Hughes Holdings Inc. (NYSE:HHH), with an average one-year price target of $83.33. The company recently surpassed earnings and revenue expectations, reporting $2.02 EPS against an anticipated $1.56, and revenues of $390.24 million, a 19.3% increase year-over-year. Insider activity shows both selling and buying, with insiders collectively owning approximately 48% of the stock.
Tapasya Fund Exited Howard Hughes Holding (HHH) Due to Unrealized Value
Tapasya Fund has sold its position in Howard Hughes Holdings Inc. (HHH) because the market did not recognize the company's value, despite a quality real estate portfolio. The fund determined that the "opportunity cost" of holding HHH was too high, electing to reallocate capital to assets with higher potential returns. Although no realized loss was incurred on the price, the fund experienced an opportunity loss as the asset remained flat while the broader market appreciated, with the fund now focusing on AI stocks.
Howard Hughes Holdings Inc. Announces Dates and Times for
Howard Hughes Holdings Inc. (HHH) announced its 2025 fourth quarter earnings release will be on Thursday, February 19, 2026, after market close, and a conference call will follow on Friday, February 20, 2026, at 10:00 AM ET. The company will post its earnings release on its Investors section, and a live webcast of the call will be available on its website, with replay options for one year. Howard Hughes Holdings Inc. is a holding company focused on growing long-term shareholder value through its real estate platform.
How to listen live as Howard Hughes discusses 2025 earnings
Howard Hughes Holdings (HHH) is scheduled to release its 2025 fourth-quarter earnings on Thursday, February 19, 2026, after market close, followed by a conference call on Friday, February 20, 2026, at 10:00 AM ET. Investors can access the earnings release on the company's Investors website and participate in the Q&A session by pre-registering for the webcast and dial-in details. The company emphasizes its focus on growing long-term shareholder value through its real estate platform, Howard Hughes Communities.
Howard Hughes Holdings Inc. Announces Fourth Quarter 2025 Earnings Release and Conference Call Details
Howard Hughes Holdings Inc. (HHH) will release its Q4 2025 earnings on February 19, 2026, after market close, followed by a conference call on February 20, 2026, at 10:00 AM Eastern Time. The announcement includes details on how investors can access the earnings release and participate in the conference call's Q&A session. The article also provides a summary of recent insider trading, revenue figures, hedge fund activity, and analyst ratings for HHH.
Howard Hughes Holdings Inc. Announces Dates and Times for 2025 Fourth Quarter Earnings Release and Conference Call
Howard Hughes Holdings Inc. (NYSE: HHH) has announced that it will release its 2025 fourth quarter earnings on Thursday, February 19, 2026, after market close. The company will then host a conference call on Friday, February 20, 2026, at 10:00 AM Eastern Time to discuss the results. Interested parties can access the earnings release and listen to a live webcast of the call via the company's website.
(HHH) Volatility Zones as Tactical Triggers
This article, published on January 05, 2026, analyzes The Howard Hughes Corporation (NYSE: HHH) using AI-generated signals. It highlights divergent sentiment across various time horizons, suggesting choppy market conditions for HHH. The analysis provides specific tactical trading triggers including risk-reward short setup targets, entry/target/stop-loss zones for different strategies, and multi-timeframe signal insights.
Q3 Earnings Beat and 19.3% Revenue Growth Could Be A Game Changer For Howard Hughes (HHH)
Howard Hughes Holdings (HHH) significantly exceeded Q3 CY2025 expectations with 19.3% revenue growth and GAAP earnings of US$2.02 per share, indicating the strength of its real estate platform during a strategic shift. CEO David R. O’Reilly highlighted this performance as validation for the company’s evolution into a broader holdings platform, an initiative further bolstered by Pershing Square's plan to acquire 10 million shares. Despite the strong quarterly numbers, investors are prompted to consider the company's US$5.2 billion debt refinancing risk and the varying fair value estimates among analysts.
