NREF Earnings

NREF reported its FY2025Q4 earnings on 2026-02-25, showcasing a revenue of 0.00 against an estimate of 12.00M, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0.43 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following NREF's FY2025Q4 earnings announcement on 2026-02-25, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, NREF's stock price tends to shift by an average of -1.58% in the 10 days leading up to earnings and +3.39% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate NREF’s annual revenue to reach 11.00M, while the EPS is projected at 0.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 12.4% and EPS estimates Revise Upward by 7.77% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between NREF'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 Revise Upward by 12.4%, while EPS estimates moved Revise Upward by 7.77% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, NREF's stock price typically moves by -1.58% in the 10 days before its earnings and +3.39% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 0.00 and revenue of 11.00M.

Despite a decline in profitability and cash available for distribution, the company shows positive developments in net income and book value. The Q&A section highlights optimism in life sciences and multifamily sectors, with management providing clear responses. However, concerns about high interest rates, supply chain costs, and flat storage sector performance remain. The dividend and buyback plans offer some shareholder return but are not enough to outweigh the mixed financial health and sectoral challenges. Overall, the sentiment is balanced, leading to a neutral prediction.