NREF
NexPoint Real Estate Finance, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 26 NexPoint Real Estate Finance (NREF) reported Q4 2025 net income of $…
- R Aug 6 NREF reported Q2 2026 EAD of $0.46 per share, beating the $0.40 cons…
- X Sep 15 Short interest jumps 36.4% to 502.9K
Signal stack
Where each data set points today.
- InsidersNO TRADES
No open-market buys or sells since Feb 21. Recent filings are awards, exercises and tax withholding.
- InstitutionsBULLISH
Q2 2026: 6 added (0 new), 2 trimmed or exited.
- AnalystsBEARISH
0 of 8 rate it Buy or better. Median target $16.25 (+6%).
- EstimatesFALLING
Current-quarter EPS estimate $0.450 → $0.397 over 90 days. 0 up, 1 down in 30 days.
- Short sellersBUILDING
Short interest +17.4% to 502.5K shares. 8.8 days to cover, ≈2.7% of shares.
- TrendDOWNTREND
6% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | TRIM | $799.6K |
| Russell Investments Group, Ltd. | ADD | $497.2K |
| OSAIC HOLDINGS, INC. | ADD | $230.6K |
| UBS Group AG | TRIM | $124.9K |
| DEUTSCHE BANK AG\ | ADD | $108.5K |
| WELLS FARGO & COMPANY/MN | DOUBLED | $104.8K |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | $75.4K |
| Allworth Financial LP | DOUBLED | $140.00 |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
8 analystsPrice is inside the target range. Median implies +6%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 9, 2026 | Keefe, Bruyette & Woods MAINTAIN | Market Perform |
| Aug 11, 2026 | Keefe, Bruyette & Woods MAINTAIN | Market Perform |
| Aug 7, 2026 | Piper Sandler MAINTAIN | Neutral |
| Jul 2, 2026 | Piper Sandler MAINTAIN | Neutral |
| May 8, 2026 | Keefe, Bruyette & Woods MAINTAIN | Market Perform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 4, 2026 | Sauter Dennis Charles Jr General Counsel and Secretary | TAX W/H | $16.4K |
| Apr 4, 2026 | Mitts Brian Director | TO ISSUER | 1,025 sh |
| Apr 4, 2026 | Mitts Brian Director | EXERCISE | 6,837 sh |
| Apr 4, 2026 | Richards Paul See Remarks | EXERCISE | 6,894 sh |
| Apr 4, 2026 | McGraner Matt See Remarks | TAX W/H | $250.8K |
| Apr 4, 2026 | McGraner Matt See Remarks | EXERCISE | 32,010 sh |
| Apr 4, 2026 | DONDERO JAMES D President | EXERCISE | 33,284 sh |
| Apr 4, 2026 | Sauter Dennis Charles Jr General Counsel and Secretary | EXERCISE | 3,238 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | $0.40 | $0.31–$0.44 | -1.7% | $15.3M |
| Next Q | $0.42 | $0.34–$0.46 | -1.6% | $15.8M |
| Current FY | $1.71 | $1.55–$1.80 | -0.8% | $63.0M |
| Next FY | $1.73 | $1.45–$1.90 | -1.0% | $66.1M |
Short side
FINRA· Oct 15, 2026SecBot reports
5 filings · 1 press release · 0 bullish · 1 bearish · 1 mixed · 3 neutral- NEUTRAL PRESS RELEASEOct 27, 2026
NexPoint Real Estate Finance declared a regular quarterly dividend of $0.50 per share, payable December 31, 2026. The dividend amount is unchanged from prior quarters and represents a routine capital return event with no material financial impact.
🔒 Fresh report (last 24h), subscribers only
- MIXED PRESS-RELEASEAug 6, 2026
NREF reported Q2 2026 EAD of $0.46 per share, beating the $0.40 consensus by 15%, but guided Q3…
The Q2 beat is overshadowed by lowered Q3 guidance, suggesting near-term headwinds. Monitor Q3 results for whether the guidance is conservative or signals deteriorating credit conditions. The Series…
- NEUTRAL PRESS-RELEASEJul 9, 2026
NexPoint Real Estate Finance, Inc. announced it will host a conference call on August 6, 2026 to…
- NEUTRAL 8-KApr 30, 2026
NexPoint Real Estate Finance entered into a $375.0 million senior secured term loan facility with…
This refinancing eliminates near-term maturity risk from the May 2026 notes and extends the debt maturity profile to 2029. The TRS structure reduces the all-in cost to SOFR+245bps, which is…
All NREF filing & press-release reports (6)
- PRESS-RELEASE reportOct 27, 2026
- PRESS-RELEASE reportAug 6, 2026
- PRESS-RELEASE reportJul 9, 2026
- 8-K reportApr 30, 2026
- 8-K reportApr 3, 2026
- 8-K reportFeb 26, 2026