FPI

Farmland Partners is rated HOLD at $8.43, with a base target of $9.10 and significant execution risk tied to asset realization. Lowered 2026 AFFO guidance ($0.21–$0.25/share) and California asset impairments drive caution, with the dividend ($0.36) now well above recurring earnings. Loan concentration, legal expenses, and regional land value revisions highlight ongoing credit and asset quality risks, especially in California.

Farmland Partners NYSE: FPI reported a third-quarter net loss of $15.5 million, or $0.36 per share available to common stockholders, as higher reserves tied to a loan exposure and litigation, along with a California asset impairment, weighed on results.

Farmland Partners Inc. ( FPI ) Q3 2026 Earnings Call October 29, 2026 11:00 AM EDT Company Participants Luca Fabbri - President, CEO & Board Director Christine Garrison - General Counsel & Corporate Secretary Paul Pittman - Executive Chairman Susan Landi - CFO & Treasurer Conference Call Participants Craig Kucera - Lucid Capital Markets, LLC, Research Division Buck Horne - Raymond James Ltd., Research Division Presentation Operator Hello, everyone.

Casino landlords, timberland owners, and farm operators all collect rent in wildly different ways, and only one of these four specialty REITs has a dividend that its own earnings guidance can actually cover.

Farmland Partners NYSE: FPI reported higher adjusted funds from operations per share in the second quarter of 2026 and modestly raised the low end of its full-year AFFO outlook, while management said it continues to evaluate non-core asset sales and remains cautious about agricultural lease renewals amid pressure on farm-sector finances.

DENVER--(BUSINESS WIRE)--Farmland Partners Inc. (NYSE: FPI) (“FPI” or the “Company”) today reported financial results for the quarter ended June 30, 2026. Selected Highlights For the quarter ended June 30, 2026, the Company: recorded net income of $3.1 million, or $0.07 per share available to common stockholders, compared to $7.8 million, or $0.15 per share available to common stockholders for the same period in 2025; recorded AFFO of $1.7 million, or $0.04 per share, compared to $1.3 million,.

DENVER--(BUSINESS WIRE)--Farmland Partners Inc. (NYSE: FPI) (the “Company”) today announced it will release its financial results for the quarter ended June 30, 2026, after 5 p.m. (Eastern Time) on Wednesday, July 29, 2026, and will host a conference call the following day, Thursday, July 30, 2026, at 11:00 a.m. (Eastern Time) to discuss the financial results and provide a company update. The call can be accessed live over the phone by dialing 1-833-461-5787 and using the conference ID 62407914.

Farmland Partners remains a HOLD with a reduced price target of $7.50/share, reflecting deepening sector headwinds and operational challenges. FPI faces persistent AFFO declines due to asset sales, rising debt, pressured rents, and heightened credit loss provisions from its farm loan program. US agriculture's margin squeeze, weak commodity prices, and succession risks undermine FPI's rental growth and threaten dividend coverage.

DENVER--(BUSINESS WIRE)--Farmland Partners Inc. (NYSE: FPI) (“FPI” or the “Company”) today reported financial results for the quarter ended March 31, 2026. Selected Highlights For the quarter ended March 31, 2026, the Company: recorded net income of $0.6 million, or $0.01 per share available to common stockholders, compared to $2.1 million, or $0.03 per share available to common stockholders for the same period in 2025; recorded AFFO of $2.1 million, or $0.05 per share, compared to $2.3 million.

DENVER--(BUSINESS WIRE)--Farmland Partners Inc. (NYSE: FPI) (the “Company”) today announced it will release its financial results for the quarter ended March 31, 2026, after 5 p.m. (Eastern Time) on Wednesday, April 29, 2026, and will host a conference call the following day, Thursday, April 30, 2026, at 11:00 a.m. (Eastern Time) to discuss the financial results and provide a company update. The call can be accessed live over the phone by dialing 1-800-715-9871 and using the conference ID 54722.