Farmland Partners Inc. (FPI)

U.S. equity markets advanced this week as investors parsed a deluge of headlines, including a major Supreme Court tariff ruling, escalating Middle East tensions, soft economic data, and hawkish Fed-speak. The Supreme Court ruled 6-3 to restrict the President's authority to impose broader tariffs under the IEEPA framework, a widely expected move that was quickly countered by the White House. Investors also shrugged off renewed tensions between the U.S. and Iran, which sent oil prices to seven-month highs. The S&P 500 advanced 1.1% - its best weekly gains since early January.

Farmland Partners Inc. (NYSE: FPI - Get Free Report) shares saw strong trading volume on Thursday following a better than expected earnings announcement. 1,467,494 shares changed hands during trading, an increase of 159% from the previous session's volume of 565,995 shares.The stock last traded at $12.0540 and had previously closed at $11.68. The financial services provider

Farmland Partners Inc. (FPI) Q4 2025 Earnings Call Transcript

The REIT sector rebounded from a rough 2025 (-3.57%) by starting off 2026 in the black (+1.09%). Small-cap REITs (+3.27%) outperformed in January, followed by solid gains from mid-caps (+2.65%) and large caps (+2.35%). Microcaps, however, had a dismal start to the year with. 63.46% of REIT securities had a positive total return in January.

Farmland Partners (FPI) came out with quarterly funds from operations (FFO) of $0.25 per share, beating the Zacks Consensus Estimate of $0.21 per share. This compares to FFO of $0.19 per share a year ago.

DENVER--(BUSINESS WIRE)--Farmland Partners Inc. (NYSE: FPI) (“FPI” or the “Company”) today reported financial results for the year ended December 31, 2025. Selected Highlights For the year ended December 31, 2025, the Company: recorded net income of $32.2 million, or $0.65 per share available to common stockholders, compared to $61.5 million, or $1.19 per share available to common stockholders for the same period in 2024; recorded AFFO of $17.9 million, or $0.39 per share, compared to $14.1 mil.

DENVER--(BUSINESS WIRE)--Farmland Partners Inc. (NYSE: FPI) (the “Company”) today announced it will release its financial results for the fourth quarter and year ended December 31, 2025, after 5 p.m. (Eastern Time) on Wednesday, February 18, 2026, and will host a conference call the following day, Thursday, February 19, 2026, at 11:00 a.m. (Eastern Time) to discuss the financial results and provide a company update. The call can be accessed live over the phone by dialing 1-800-715-9871 and usin.

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DENVER--(BUSINESS WIRE)--Farmland Partners Inc. (NYSE: FPI) (the “Company” or “FPI”) today announced the tax treatment of our 2025 common stock distributions, as summarized in the following table. Farmland Partners Inc. CUSIP: 31154R109 EIN: 46-3769850 Farmland Partners Inc. 2025 Dividend Treatment   Common Stock   Dividends Capital Gains Declaration Date Payment Date Record Date Distribution Per Share Distribution Per Share Allocable to 2025 Taxable Ordinary (Box 1a) Qualified (Box 1b)(1) Tota.

Squarepoint Ops LLC acquired a new stake in shares of Farmland Partners Inc. (NYSE: FPI) during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 54,373 shares of the financial services provider's stock, valued at approximately $626,000. Squarepoint Ops LLC owned about 0.12%

DENVER--(BUSINESS WIRE)--Farmland Partners Inc. (NYSE: FPI) (the “Company” or “FPI”) today announced that its Board of Directors has declared a one-time dividend of $0.20 per share of common stock and Class A Common OP Unit, payable in cash on January 7, 2026 to shareholders of record on December 23, 2025. The special dividend is in addition to the quarterly dividend of $0.06 per share of common stock and Class A Common OP Unit that FPI declared on October 28, 2025. For more details on the quar.

REITs trade at large discounts to their net asset values. They are increasingly becoming targets for activists and private equity. I discuss 3 REITs that are likely buyout targets.

Farmland Partners (FPI) is deeply undervalued, trading at a significant discount to its estimated asset value of $13–$20 per share. FPI's fundamentals remain strong: farmland values and AFFO per share are rising, while the stock price has dropped due to short-term market fears. Recent asset sales funded accretive share buybacks, debt reduction, and special dividends, further enhancing FPI's value for shareholders.

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Farmland Partners is undergoing a major transformation, shifting from owning farmland to focusing on management and reducing leverage. FPI has aggressively sold acreage to pay down debt, but revenue and profitability remain volatile, largely driven by asset sales rather than core operations. Despite management's progress, FPI trades at high valuation multiples, making the stock appear expensive relative to its underlying assets and earnings.

Farmland Partners gets a hold/neutral rating for my initial coverage, agreeing with today's consensus from analysts and the quant rating. This farmland REIT's upside potential is in its diversified national portfolio and potential future land values, but also low vacancy rates and scarcity of arable farmland for producing food. Other positives were FFO and operating cash flow growth, and a low debt-to-equity, but EBITDA margin and dividend growth could improve.