FHN Earnings

FHN reported its FY2025Q4 earnings on 2026-01-15, showcasing a revenue of 892.00M against an estimate of 862.84M, resulting in a 3.38% surprise. The EPS was 0.52, surpassing the expected 0.46 by 13.04%. The stock experienced a 1.62% price change on the earnings day and a 3.74% change over the next five days, reflecting market reactions to the results.

Following FHN's FY2025Q4 earnings announcement on 2026-01-15, the stock price moved by 1.62% on the day of the release. Over the subsequent five days, it saw a 3.74% change. Historically, FHN's stock price tends to shift by an average of -0.4% in the 10 days leading up to earnings and 1.56% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate FHN's annual revenue to reach 869.49M, while the EPS is projected at 0.49. These estimates reflect recent revisions, with revenue estimates revised upward by 0.06% and EPS estimates revised upward by 0.3% over the past three months, indicating analyst expectation in the company's performance.

The correlation between FHN's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised upward by 0.06%, while EPS estimates moved revised upward by 0.3%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, FHN's stock price typically moves by -0.4% in the 10 days before its earnings and 1.56% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.49 and revenue of 869.49M.

The earnings call reveals strong financial performance with substantial leasing spreads and stable occupancy. Strategic transactions, including JV consolidation and refinancing, enhance financial flexibility. Despite tight lending conditions, the company remains optimistic about future acquisitions and rent increases. The Q&A highlights management's positive outlook on NOI growth and leverage normalization. Overall, the company's strong leasing metrics and strategic moves suggest a positive stock price movement in the short term.