Farmland Partners (NYSE:FPI) Sees Strong Trading Volume After Better-Than-Expected Earnings

Farmland Partners Inc. (NYSE:FPI) shares saw strong trading volume on Thursday following a better than expected earnings announcement. 1,467,494 shares changed hands during trading, an increase of 159% from the previous session’s volume of 565,995 shares.The stock last traded at $12.0540 and had previously closed at $11.68.

The financial services provider reported $0.43 EPS for the quarter, topping the consensus estimate of $0.20 by $0.23. Farmland Partners had a net margin of 60.46% and a return on equity of 6.65%. The company had revenue of $20.72 million for the quarter, compared to analysts’ expectations of $17.14 million. Farmland Partners has set its FY 2026 guidance at 0.330-0.370 EPS.

Farmland Partners Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Wednesday, April 1st will be issued a $0.09 dividend. The ex-dividend date of this dividend is Wednesday, April 1st. This represents a $0.36 annualized dividend and a yield of 3.0%. This is a boost from Farmland Partners’s previous quarterly dividend of $0.06. Farmland Partners’s payout ratio is presently 20.00%.

Trending Headlines about Farmland Partners

Here are the key news stories impacting Farmland Partners this week:

• Positive Sentiment: Company raised its quarterly dividend to $0.09 (50% increase from $0.06), implying ~3.0% yield and signaling confidence in cash flow and shareholder returns.
• Positive Sentiment: Q4 EPS beat — FPI reported $0.43 EPS vs. $0.20 consensus and revenue of $20.71M vs. $17.14M expected, a clear operational beat that drove immediate upside. Press Release
• Positive Sentiment: FFO outperformed estimates — Q4 FFO of $0.25 vs. Zacks consensus $0.21 (up from $0.19 a year ago), supporting the REIT’s cash‑flow story. Farmland Partners (FPI) Q4 FFO and Revenues Surpass Estimates
• Positive Sentiment: FY‑2026 guidance upgraded — management set EPS guidance at $0.330–0.370 vs. the prior consensus ~$0.210, indicating stronger forward earnings expectations and supporting valuation re‑rating. Farmland Partners Inc. Reports Full Year 2025 Results
• Positive Sentiment: AFFO growth — Full‑year AFFO rose to $17.9M ($0.39/sh) from $14.1M the prior year, supporting sustainable cash available for dividends and buybacks. Farmland Partners Inc. Reports Full Year 2025 Results
• Neutral Sentiment: GAAP net income declined year‑over‑year ($32.2M / $0.65 vs. $61.5M / $1.19 prior year) — a mixed signal; investors appear focused more on FFO/AFFO and guidance than one‑time accounting swings. Farmland Partners Inc. Reports Full Year 2025 Results
• Neutral Sentiment: Technical/trading context — volume spiked well above average and the stock is trading above its 50‑ and 200‑day moving averages, which can amplify short‑term moves; valuation remains modest (P/E ~9.9, beta ~0.79).
• Neutral Sentiment: Coverage/preview pieces provide additional context but add limited new information relative to the company filings. Farmland Partners: Q4 Earnings Snapshot

Analysts Set New Price Targets

A number of research analysts recently commented on the company. Weiss Ratings restated a “hold (c-)” rating on shares of Farmland Partners in a research report on Monday, December 29th. B. Riley Financial reiterated a “neutral” rating on shares of Farmland Partners in a research note on Thursday. Two analysts have rated the stock with a Hold rating, According to data from MarketBeat, the company presently has an average rating of “Hold”.

Insider Buying and Selling

In other Farmland Partners news, Director John A. Good purchased 3,000 shares of the firm’s stock in a transaction on Monday, December 15th. The stock was purchased at an average cost of $10.20 per share, for a total transaction of $30,600.00. Following the transaction, the director owned 15,100 shares in the company, valued at $154,020. The trade was a 24.79% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. 8.30% of the stock is currently owned by corporate insiders.

Institutional Trading of Farmland Partners

Institutional investors and hedge funds have recently bought and sold shares of the stock. Jupiter Asset Management Ltd. bought a new position in Farmland Partners during the 3rd quarter worth $3,525,000. Marshall Wace LLP raised its holdings in Farmland Partners by 181.0% during the 4th quarter. Marshall Wace LLP now owns 443,151 shares of the financial services provider’s stock worth $4,294,000 after purchasing an additional 285,440 shares during the last quarter. Accordant Advisory Group Inc raised its holdings in Farmland Partners by 26.3% during the 2nd quarter. Accordant Advisory Group Inc now owns 1,145,016 shares of the financial services provider’s stock worth $13,179,000 after purchasing an additional 238,453 shares during the last quarter. Cauble & Harre Wealth Management Inc. acquired a new position in shares of Farmland Partners in the 4th quarter worth approximately $2,151,000. Finally, Jane Street Group LLC boosted its stake in shares of Farmland Partners by 383.9% in the 4th quarter. Jane Street Group LLC now owns 279,739 shares of the financial services provider’s stock valued at $2,711,000 after purchasing an additional 221,924 shares during the last quarter. 58.00% of the stock is currently owned by institutional investors and hedge funds.

Farmland Partners Price Performance

The company’s 50-day moving average price is $10.71 and its two-hundred day moving average price is $10.51. The company has a market capitalization of $513.54 million, a price-to-earnings ratio of 19.86 and a beta of 0.79.

Farmland Partners Company Profile

Farmland Partners Inc is a real estate investment trust (REIT) that acquires and manages high-quality farmland in the United States. The company’s primary business activity is the ownership of agricultural land, which it leases to farmers under various rental arrangements designed to generate stable cash rents and long-term capital appreciation. By focusing on farmland as a real asset, the company seeks to benefit from rising global demand for food, fiber and renewable fuels.

Founded in 2013 and headquartered in Scottsdale, Arizona, Farmland Partners completed its initial public offering in June 2017 and began trading on the New York Stock Exchange under the ticker FPI.