NYSE$FPI

Farmland Partners Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Farmland Partners reported full year results for 2023, completed asset sales, and returned capital to shareholders.

Farmland Partners Inc. reported a net income of $31.7 million for the year ended December 31, 2023, compared to $12.0 million for the same period in 2022. The company completed dispositions of 74 properties for approximately $195.5 million and declared a one-time special dividend of $0.21 per share.

  • Net income increased to $31.7 million, or $0.55 per share, compared to $12.0 million, or $0.16 per share in the previous year.
  • AFFO decreased to $8.1 million, or $0.16 per share, compared to $15.8 million, or $0.30 per share in the previous year.
  • Completed dispositions of 74 properties for approximately $195.5 million, recognizing a gain on sale of approximately $36.1 million.
  • Declared a one-time special dividend of $0.21 per share in December 2023.

Headline financials

Total Revenue

$21.6M

Previous: $21.8M-1.1%
EPS (adj)

$0.16

Previous: $0.18-11.1%
Adjusted EBITDDARE

$33.4M

No prior period
NOI

$44.1M

No prior period
Fully Diluted Share Count

58.3M

No prior period
AFFO

$8.14M

No prior period
AFFO Per Share

$0.16

No prior period
Net Income

$31.7M

Previous: $6.71M+372.4%
Operating Income

$18M

Previous: $12.5M+44.3%
Gross Profit

$15.9M

Previous: $18.2M-12.7%
Stock-Based Comp

$500K

Previous: $345K+44.9%

Revenue & EPS history

Farmland Partners · Revenue · Quarterly

$21.6M

Q4 2023-1.1%vs Q4 2022
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Farmland Partners · $10.9M total across 3 segments · Q3 2023

  • Rental Income
    $9.43M+3.9%
  • Crop Sales
    $814K-67.1%
  • Other Revenue
    $666K-5.5%

Forward guidance

Farmland Partners plans to continue selectively pruning its portfolio and further reduce overhead expenses in 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

+1.2%

Avg return

Earnings day

+0.9%

Avg return

5 days after

+2.5%

Avg return

30 days after

59%

29 / 49 earnings

Positive

+13.6%

Q4 2018

Best reaction

-13.4%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.9%-7.9%-10.5%
Q4 2025+2.8%+8.0%-7.2%
Q3 2025+2.1%-2.1%-2.6%
Q2 2025+0.8%+1.2%+1.5%
Q1 2025-0.3%+3.8%+15.3%
Q4 2024+7.5%+0.6%-5.9%
Q3 2024+6.5%+7.7%+15.5%
Q2 2024-8.2%-10.8%-11.6%
Q1 2024+3.2%+3.9%-1.0%
Q4 2023+7.6%+2.8%+1.2%
Q3 2023-1.7%-3.6%+18.9%
Q2 2023-11.0%-12.6%-16.7%
Q1 2023+4.6%+5.5%+16.4%
Q4 2022-13.4%-13.9%-17.9%
Q3 2022+5.4%+5.9%+0.4%
Q2 2022-0.3%+2.7%+3.0%
Q1 2022+9.7%+4.6%+4.3%
Q4 2021+4.4%+3.2%+15.9%
Q3 2021-4.4%-6.5%-0.9%
Q2 2021-0.6%-1.4%+1.5%
Q1 2021+2.8%+0.2%-1.4%
Q4 2020-12.9%-13.4%-0.8%
Q3 2020+9.8%+16.5%+27.0%
Q2 2020-3.6%-2.2%-5.3%
Q1 2020+0.2%-7.3%+11.9%
Q4 2019+11.9%+13.3%+17.5%
Q3 2019-2.7%-2.8%-2.7%
Q2 2019+5.6%+7.9%+9.9%
Q1 2019-1.2%-0.6%-2.9%
Q4 2018+13.6%+14.5%+25.7%
Q3 2018+0.7%+6.9%-15.4%
Q2 2018-5.7%-3.8%-2.1%
Q1 2018+5.2%+0.9%+13.9%
Q4 2017+6.1%+7.4%+11.0%
Q3 2017+4.1%+4.9%+3.1%
Q2 2017+6.7%+4.9%-4.7%
Q1 2017-1.4%-4.7%-11.4%
Q4 2016+4.6%+3.8%-0.6%
Q3 2016-2.4%+0.4%+7.1%
Q2 2016+0.0%-3.1%-1.1%
Q1 2016-0.3%
Q4 2015-0.4%
Q3 2015-1.2%
Q2 2015+0.6%
Q1 2015+2.2%
Q4 2014+0.6%
Q3 2014+1.3%
Q2 2014-1.3%
Q1 2014+2.3%
Q4 2013
Q3 2013
Q2 2013
Q1 2013
Q4 2012

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