FCPT
Four Corners Property Trust, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Jun 1 FCPT announced a definitive agreement to acquire up to 102 Mission P…
- X Sep 30 Short interest falls 36.4% to 2.89M
- R Oct 14 FCPT announced a master agreement with Darden Restaurants to extend…
Signal stack
Where each data set points today.
- InsidersNO TRADES
No open-market buys or sells since Jul 15. Recent filings are awards, exercises and tax withholding.
- InstitutionsBULLISH
Q2 2026: 24 added (2 new), 13 trimmed or exited. Largest new: Hudson Bay Capital Management $40.1M, Balyasny Asset Management $25.0M.
- AnalystsBULLISH
10 of 16 rate it Buy or better. Median target $26.00 (+17%).
- EstimatesFALLING
Current-quarter EPS estimate $0.289 → $0.282 over 90 days. 1 up, 0 down in 30 days.
- Short sellersCOVERING
Short interest −36.4% to 2.89M shares. 1.9 days to cover, ≈2.6% of shares.
- TrendDOWNTREND
4% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | TRIM | $51.1M |
| GOLDMAN SACHS GROUP INC | ADD | $48.6M |
| Hudson Bay Capital Management LP | NEW | $40.1M |
| Nuveen, LLC | TRIM | $31.4M |
| AMERIPRISE FINANCIAL INC | DOUBLED | $28.6M |
| BALYASNY ASSET MANAGEMENT L.P. | NEW | $25.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | DOUBLED | $16.1M |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | $5.2M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
16 analystsPrice is inside the target range. Median implies +17%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 20, 2026 | Barclays MAINTAIN | Equal-Weight |
| Oct 19, 2026 | Wells Fargo MAINTAIN | Equal-Weight |
| Oct 6, 2026 | JP Morgan MAINTAIN | Neutral |
| Sep 21, 2026 | Evercore ISI Group MAINTAIN | In-Line |
| Sep 4, 2026 | Barclays MAINTAIN | Equal-Weight |
| Aug 25, 2026 | Citizens REITERATE | Market Outperform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 15, 2026 | Wernig Patrick L. Chief Financial Officer | OTHER | 343 sh |
| Oct 15, 2026 | Steele Toni S Director | OTHER | 162 sh |
| Oct 15, 2026 | Stewart Niccole Chief Accounting Officer | OTHER | 44 sh |
| Oct 15, 2026 | Wernig Patrick L. Chief Financial Officer | OTHER | 155 sh |
| Oct 15, 2026 | Tennican Elizabeth Director | OTHER | 194 sh |
| Oct 15, 2026 | Lenehan William H President and CEO | OTHER | 744 sh |
| Oct 15, 2026 | Jesuele Barbara Angelica Faylona Director | OTHER | 128 sh |
| Oct 15, 2026 | Ogilvie Marran H. Director | OTHER | 335 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $0.28 | $0.27–$0.29 | -1.5% | $84.4M |
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | $1.11 | $1.09–$1.13 | -1.6% | $323.3M |
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
5 filings · 2 bullish · 0 bearish · 1 mixed · 2 neutral- BULLISH 8-KOct 14, 2026
FCPT announced a master agreement with Darden Restaurants to extend all 66 Olive Garden and…
This master agreement removes the 2027 lease expiration overhang for FCPT's largest tenant, Darden, and validates the portfolio's renewal economics. Watch for potential future early renewals on the…
- MIXED INST-CLUSTERAug 21, 2026
A mixed institutional cluster in FCPT for 2026-Q2 shows 9 buyers accumulating $61.2M in net new…
The cluster is directionally mixed but net positive, with active asset managers driving accumulation. Monitor for any catalyst (earnings, guidance, or portfolio transactions) that could validate the…
- BULLISH 8-KJun 1, 2026
FCPT announced a definitive agreement to acquire up to 102 Mission Pet Health veterinary…
This is a transformative portfolio acquisition that accelerates FCPT's diversification away from Darden (pro forma ~41% from ~74% at inception) and into high-growth medical retail. The 10-year…
- NEUTRAL 8-KApr 29, 2026
FCPT reported Q1 2026 results with AFFO per share of $0.45 (beat $0.42 consensus by 7.1%) and…
Monitor the company's acquisition pipeline deployment using the new $200M term loan. The delayed draw feature suggests management expects strong investment opportunities. Watch Q2 results for…
All FCPT filing & press-release reports (5)
- 8-K reportOct 14, 2026
- INST-CLUSTER reportAug 21, 2026
- 8-K reportJun 1, 2026
- 8-K reportApr 29, 2026
- CLUSTER reportMar 6, 2026