US · Real Estate · Real Estate - Development
with an average price target of $12.00.
CAUTIOUS Five Point preserved asset value by deferring land sales amid weak absorption. Liquidity remains strong, Hearthstone provides recurring fees, and management expects about $20 million of 2026 net income. Q3 FY26 California land monetization is being paced around builder demand, while Hearthstone continues expanding nationally with limited direct balance-sheet investment. Analysts focused on deferred land sales, Hearthstone contract renegotiations, San Francisco timing, and development spending. Management attributed delays to absorption, reported no material Hearthstone outlook change, and expects first San Francisco land deliveries in 2028. 2026-10-22…
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| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Nine-month 2026 revenue was $42,098, compared with $34,118 in nine-month 2025. • Nine-month 2026 net income was $20,574, compared | 2026-10-23 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 consolidated revenue was $14.6 million, compared with $13.5 million in the third quarter of 2025. • Consolidat | 2026-10-22 |
| Material agreement · Q3 2026 HEADLINE NUMBERS • Five Point Holdings extended its Development Management Agreement for the Great Park Neighborhoods community through December 31, | 2026-09-30 |
| Quarterly report · Q2 2026 FIVE POINT HOLDINGS, LLC — 10-Q SUMMARY (PERIOD ENDED JUNE 30, 2026) --- HEADLINE NUMBERS • Total assets: $3,220.2 million (June 30, 2026) vs. $3,2 | 2026-07-24 |
| Results announced · Q3 2026 FIVE POINT HOLDINGS, LLC – Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Consolidated net income: $29.9 million (Q2 2026); $24.9 million (H1 2026) • Ne | 2026-07-23 |
| Shareholder vote results · Q2 2026 FIVE POINT HOLDINGS, LLC - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held June 4, 2026 • 72,406,686 Class A common shares outstanding (reco | 2026-06-05 |
| Quarterly report · Q1 2026 FIVE POINT HOLDINGS, LLC – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $3,187.5 million (March 31, 2026) vs. $3,249.0 million (December 31 | 2026-04-24 |
| Proxy statement · Q2 2026 FIVE POINT HOLDINGS, LLC – PROXY SUMMARY FOR SHAREHOLDERS WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Re-elect three Class II directors—Kathleen B | 2026-04-24 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.