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NexPoint Residential Trust Inc (NXRT)
NYSE:NXRT
Earnings Data
Report Date
Apr 28, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.35Last Year’s EPS
-0.27Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: clear operational execution, disciplined capital deployment (buybacks, accretive acquisition), meaningful cost containment and strong liquidity are positives. Offsetting these are continued occupancy and NOI pressure, a full-year net loss, cautious 2026 guidance (negative EPS and lower Core FFO per share midpoint), and expense/tax headwinds. Management expressed cautious optimism about a Sun Belt recovery and execution of value-add plans, but near-term results and guidance remain muted.Company Guidance
Improved Quarterly Results vs Prior Year
Q4 net loss narrowed to $10.3M ($0.41 per diluted share) from a $26.9M loss ($1.06 per diluted share) in Q4 2024 on total revenue of $62.1M (vs $63.8M). Q4 Core FFO was $16.5M or $0.65 per diluted share (vs $0.68).
Stable Full-Year Core FFO and Long-Term Growth
Full-year 2025 Core FFO was $71.3M or $2.79 per diluted share, unchanged vs 2024; since inception Core FFO has grown at an 8.54% compounded annual growth rate.
NAV and Capital Return Actions
NAV per share midpoint estimated at $48.57 (range $41.43–$55.72 based on 5.25%–5.75% cap rates). Company repurchased 223,109 shares in 2025 at an average price of $34.29 (~29% discount to NAV midpoint).
Dividend Progress and Coverage
Q4 dividend of $0.53 paid; dividends have increased 157.3% since inception. 2025 dividend was covered 1.35x by Core FFO with a payout ratio of 73.8% of Core FFO (target range 65%–75%).
Operational Efficiency and Expense Management
Same-store operating expenses declined 10 basis points for the year. Payroll decreased 3.7% YoY and office operations expense declined 80 basis points, driven by AI/centralization initiatives; R&M growth contained to 2.5% YoY.
Bad Debt and Leasing Metrics Improvement
Bad debt improved to 80 basis points of GPR (a 42% improvement YoY). Renewal conversions were 57.4% for the quarter and 54.25% for the full year; several markets (Tampa, Las Vegas, South Florida, Charlotte) delivered positive effective rent growth.
Value-Add Execution and Rent Upside
Completed 380 full/partial renovations in the quarter and leased 275 renovated units with an average monthly rent premium of $74 and a 22.2% ROI. Since inception installed 9,866 upgrades producing ~$158 average monthly rent uplift and ~20.9% ROI.
Strong Liquidity and Balanced Debt Profile
As of 12/31/2025 the company had $13.7M cash and $108.0M undrawn capacity ($121.7M available liquidity). No scheduled debt maturities until 2028. Total indebtedness ~$1.6B with an adjusted weighted average interest rate of 3.28% and interest rate swaps effectively fixing ~$900M (62%) of floating mortgage debt.
Accretive Acquisition Opportunity
Acquired Sedona at Lone Mountain in Las Vegas for $73.25M with a plan to improve economic occupancy ~900 bps over four years and target a 7.2% NOI CAGR through 2029, demonstrating disciplined value-add deployment.
NXRT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NXRT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $29.69 | $28.91 | -2.63% |
Oct 28, 2025 | $30.00 | $30.66 | +2.19% |
Jul 29, 2025 | $31.93 | $32.36 | +1.33% |
Apr 29, 2025 | $34.91 | $35.63 | +2.05% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does NexPoint Residential Trust Inc (NXRT) report earnings?
NexPoint Residential Trust Inc (NXRT) is schdueled to report earning on Apr 28, 2026, Before Open (Confirmed).
What is NexPoint Residential Trust Inc (NXRT) earnings time?
NexPoint Residential Trust Inc (NXRT) earnings time is at Apr 28, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NXRT EPS forecast?
NXRT EPS forecast for the fiscal quarter 2026 (Q1) is -0.35.