NYSE$AHRT

AH Realty Trust Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Armada Hoffler reported a net loss for Q4 2023 and announced a 5% increase in the quarterly cash dividend.

Armada Hoffler Properties, Inc. reported a net loss attributable to common stockholders of $23.9 million, or $0.27 per diluted share, for the fourth quarter of 2023. Normalized FFO was $0.31 per diluted share. The company announced a 5% increase in the quarterly cash dividend on common stock.

  • Net loss attributable to common stockholders was $23.9 million, or $0.27 per diluted share.
  • Normalized FFO was $0.31 per diluted share.
  • The Board of Directors declared a cash dividend of $0.205 per common share, representing a 5% increase over the prior quarter's dividend.
  • Property segment net operating income was $39.3 million, a 4.2% increase compared to Q4 2022.

Headline financials

Total Revenue

$191M

Previous: $55.7M+243.0%
EPS (adj)

$0.31

Previous: $0.35-11.4%
Net Income

-$21.1M

Previous: $14.5M-244.8%
Operating Income

$7.13M

Previous: $18M-60.4%
Gross Profit

$11.5M

Previous: $39.9M-71.1%
Stock-Based Comp

$726K

Previous: $561K+29.4%

Revenue & EPS history

Armada Hoffler · Revenue · Quarterly

$191M

Q4 2023+243%vs Q4 2022
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

Armada Hoffler · $66.6M total across 2 segments · Q3 2023

  • Rental Revenues
    $62.9M
  • Interest Income
    $3.69M

Forward guidance

The Company is introducing its 2024 full-year Normalized FFO guidance in the range of $1.21 to $1.27 per diluted share.

Tailwinds

  • Southern Post and T. Rowe Price Global HQ stabilized 4Q24
  • Allied | Harbor Point delivered 3Q24 with 18-month lease-up to stabilization
  • Opportunistic sale of common stock through the ATM program
  • Begin funding new real estate financing project in the second half of 2024
  • Construction gross profit consistent with 2023, resulting in profit recognition concentrated more in the first half of 2024

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

-0.3%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+1.0%

Avg return

30 days after

40%

21 / 52 earnings

Positive

+6.9%

Q4 2022

Best reaction

-8.1%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.9%+6.7%+13.4%
Q4 2025-8.1%-11.3%-12.6%
Q3 2025-0.5%-1.7%+0.2%
Q1 2025-1.2%+4.8%+2.6%
Q4 2024-1.6%-1.4%-16.1%
Q3 2024+3.0%+4.2%+2.3%
Q2 2024-0.3%-3.0%+3.3%
Q1 2024+4.7%+5.5%-0.3%
Q4 2023-7.8%-10.3%-9.4%
Q3 2023+4.3%+0.9%+12.7%
Q2 2023+0.8%+0.4%-3.9%
Q1 2023-5.9%-6.6%-3.3%
Q4 2022+6.9%+6.4%-5.9%
Q3 2022-1.1%+5.1%+4.7%
Q2 2022-1.8%-1.3%-7.8%
Q1 2022+3.5%+0.5%+5.7%
Q4 2021-0.6%+2.8%+7.0%
Q3 2021+6.5%+10.6%+1.4%
Q2 2021-1.1%+2.2%+4.5%
Q1 2021-5.8%-3.8%-4.6%
Q4 2020-1.5%+1.8%+15.5%
Q3 2020-3.1%+20.9%+26.1%
Q2 2020+6.6%+9.7%+9.3%
Q1 2020-5.4%-10.1%-12.8%
Q4 2019-0.9%-0.5%-3.7%
Q3 2019+0.4%-2.2%-3.4%
Q2 2019+1.5%-0.5%+2.4%
Q1 2019-0.9%-0.1%+2.0%
Q4 2018-0.5%+0.1%-0.7%
Q3 2018-1.3%-2.4%-0.3%
Q2 2018+3.0%+3.1%+4.8%
Q1 2018+1.9%+2.7%+6.1%
Q4 2017-2.4%-1.9%+1.0%
Q3 2017+1.1%+2.4%+9.4%
Q2 2017-0.5%+1.9%+0.8%
Q1 2017-4.0%-1.7%-6.1%
Q4 2016+1.2%+1.8%-2.2%
Q3 2016-1.9%-2.2%+4.7%
Q2 2016-6.5%-7.1%-7.7%
Q1 2016-1.1%
Q4 2015+6.8%
Q3 2015-2.3%
Q2 2015-0.3%
Q1 2015+0.1%
Q4 2014+2.2%
Q3 2014+0.1%
Q2 2014+2.8%
Q1 2014-0.8%
Q4 2013+0.7%
Q3 2013+0.2%
Q2 2013-5.6%
Q1 2013-0.3%
Q4 2012
Q3 2012
Q2 2012
Q1 2012

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