NexPoint Residential Trust, Inc. (NXRT)
NYSEReal EstateReit - ResidentialSnapshot 2026-09-04
$23.78+0.34%
Close 2026-09-04 · 1-day change
NYSEReal EstateReit - ResidentialSnapshot 2026-09-04
Warn: Primary pillar under pressure — Operating income growth to at least $8.52M in Q1 2026: Operating income not reported.
NexPoint owns middle-income apartments in growing US cities. Operating income rose from $7.42M to $8.52M in one year. The company increased its dividend from $0.51 to $0.53 per share. Cash from operations improved to $28.32M in early 2025.
NexPoint is losing money and expects negative EPS in 2026. Revenue fell 2.2% last year. Analysts expect EPS to stay negative through 2027. The company faces sector headwinds and moderate risk.
The stock trades about 48% below our fair value near $56. Analysts expect 2.4% revenue growth. Our view agrees the market prices in a slow recovery.
Breaks if: Cash from operations falls below $6.09M in future quarters
Increase cash generated from operations to strengthen financial flexibility and support dividends.
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a stable long-term thesis with a focus on dividend maintenance and property upgrades. The current state is intact, supported by solid financial performance despite challenges in the broader real estate sector.
The market appears to price NXRT as relatively cheap compared to its peers, with a slight expectations gap. There is a low fragility tier, indicating that the current valuation reflects justified concerns without significant negative sentiment.
Fundamentals are likely to remain stable, with robust earnings quality and strong recent performance. However, operating income growth has shown mixed results, indicating some challenges in sustaining growth.
The thesis hinges on several factors, including potential guidance cuts, interest rate movements by the Fed, and the performance of sector bellwethers. These elements could significantly influence NXRT's trajectory in the coming months.
The most important moves since the prior daily snapshot.
Our read on the company is unchanged since the prior snapshot.
as of 2026-09-04
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Stated in 4 of last 4 quarters. Cash from operating activities was $24.4M in 2026-Q2 and $23.3M in 2026-Q1, up from $19.9M in 2025-Q2 but down from $28.3M in 2025-Q1. The trajectory shows variability with no clear sustained improvement, indicating mixed progress.
“Cash from operating activities was $24.4 million for the second quarter of 2026.”
“Cash from operating activities was $23.3 million for the first quarter of 2026.”
“Cash from operating activities was $19.9 million for the second quarter of 2025.”
“Cash from operating activities was $28.3 million for the first quarter of 2025.”
Breaks if: Dividend per share falls below $0.51 in future quarters
Breaks if: Operating income falls below $7.42M in future quarters
Focus on growing or sustaining operating income despite market challenges and expense pressures.
Stated in 4 of last 4 quarters. Operating income was $7.1M in 2026-Q2, down from $8.5M in 2026-Q1 and $7.9M in 2025-Q2, slightly below $7.4M in 2025-Q1. The trajectory is mixed with some decline in recent quarter, indicating limited progress in sustaining growth.
“Operating income was $7.1 million for the second quarter of 2026.”
“Operating income was $8.5 million for the first quarter of 2026.”
“Operating income was $7.9 million for the second quarter of 2025.”
“Operating income was $7.4 million for the first quarter of 2025.”
Overall, NXRT's fundamentals are solid, but external factors could impact its performance. Not investment advice.