NexPoint Residential Trust, Inc. (NXRT) AI Stock Analysis

NYSE: NXRTAI research summary: business, growth, valuation, analysts, bull and bear case.

NXRT AI stock analysis summary

AI Research

NexPoint Residential Trust, Inc. (NXRT) is an externally managed real estate investment trust focused on acquiring and operating value-add multifamily properties in the Southeastern and Southwestern United States. Over the trailing twelve months, the company generated $253.4M in revenue but recorded an eps_ttm of -$1.31 and a profit margin of -13.2%. NXRT carries $1.59B in total debt compared to $14.6M in cash and short-term investments as of June 30, 2026.

Market cap
$948.0M
Revenue (TTM)
$253.4M
P/E
—
fwd 88.5x
1Y return
-35.6%
S&P 500 16.8%
Avg. target
$26.50
44.3% vs last close

Bull case

  • The mean analyst price target of $26.50 represents a 44.3% upside compared to the last close of $18.37.
  • NXRT offers an 11.54% dividend yield backed by 12 consecutive years of dividend payments and a 10.0% 5-year annualized dividend growth rate.
  • Free cash flow reached $83.6M in FY2025, and quarterly earnings grew 371.8% year-over-year in the quarter ended June 30, 2026.

Bear case

  • NXRT carries $1.59B in total debt compared to $14.6M in cash and short-term investments, leading to a high debt-to-equity ratio of 6.41.
  • The company reported an annual net loss of $32.0M in FY2025, with an eps_ttm of -$1.31 and a consensus EPS estimate of -$1.54 for FY2026.
  • Shares fell 35.6% over the trailing one-year period, substantially lagging the S&P 500 return of 16.8%.

What NexPoint Residential does

NexPoint Residential Trust, Inc. (NYSE: NXRT) is a publicly traded real estate investment trust specializing in the acquisition, ownership, and operation of strategically located middle-income multifamily properties across the United States. NXRT targets properties with value-add potential in major cities and suburban submarkets, particularly in the Southeastern and Southwestern regions. The company is externally managed by NexPoint Real Estate Advisors, L.P., a subsidiary of NexPoint Advisors, L.P. Its investment strategy focuses on acquiring multifamily assets that offer opportunities for value enhancement through strategic renovations, repositioning, and operational improvements to capitalize on demand for quality rental housing.

Growth and profitability

Between FY2021 and FY2025, NXRT generated a 5-year revenue CAGR of 4.2%, with annual revenue reaching a high of $277.5M in FY2023 before declining 6.4% to $259.7M in FY2024 and 3.2% to $251.3M in FY2025. Operating margin shifted from 29.4% in FY2021 to 40.8% in FY2023, then contracted to 11.1% in FY2025. Net income went from $23.0M in FY2021 to a net loss of $32.0M in FY2025, yielding an eps of -$1.22. In the trailing twelve months ending June 30, 2026, revenue was $253.4M, with quarterly revenue growth of 2.4% and quarterly earnings growth of 371.8%.

NXRT income statement →

Balance sheet and cash flow

As of June 30, 2026, NXRT held $14.6M in cash and short-term investments against total debt of $1.59B, resulting in net debt of $1.57B. Total assets stood at $1.88B and shareholders' equity was $247.9M, producing a debt-to-equity ratio of 6.41 and a current ratio of 0.49. In FY2025, the company generated operating cash flow and free cash flow of $83.6M. Capital allocation that year included $53.5M in dividends paid and $7.7M in share buybacks.

NXRT balance sheet →

Valuation and performance

At its last close of $18.37 on October 16, 2026, NXRT had a market cap of $948.0M and an enterprise value of $2.10B. Its forward P/E of 88.5x sits well above the 23.5x median of its US-listed Real Estate peers. NXRT's EV to EBITDA is 14.8x, compared to the peer median of 14.7x, while its price-to-sales ratio of 3.7x matches the peer median of 3.7x. Over the past year, NXRT returned -35.6%, underperforming the S&P 500 (SPY) return of 16.8%.

NXRT key metrics →

NXRT dividend

NXRT distributes a quarterly dividend with a forward annual dividend of $2.12, equating to a dividend yield of 11.54%. The company has paid dividends for 12 consecutive years and achieved a 5-year annualized dividend growth rate of 10.0%. In FY2025, NXRT paid $53.5M in dividends, and its last ex-dividend date was September 15, 2026.

NXRT dividend history →

What analysts expect

Wall Street coverage includes 1 Buy, 4 Hold, and 1 Sell ratings. Analysts set a mean price target of $26.50, which is 44.3% above the last close of $18.37. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $256.7M and an EPS of -$1.54. NXRT has beaten EPS estimates in 4 of its last 4 quarters, with its next earnings date scheduled for November 3, 2026.

NXRT forecast and price target →

Key risks and what to watch

  • A current ratio of 0.49 and net debt of $1.57B expose the company to balance sheet and liquidity pressures.
  • Consensus estimates project an EPS of -$2.21 for the next fiscal year, reflecting an anticipated earnings decline of 43.5%.
  • Short interest represents 10.8% of the float, reflecting negative sentiment in the market.
  • The company trades at a forward P/E of 88.5x, significantly higher than the US-listed Real Estate peer median of 23.5x.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this NXRT AI stock analysis

This page is an AI-written research summary of NexPoint Residential Trust, Inc. (NXRT). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: NXRT income statement, NXRT balance sheet, NXRT key metrics, NXRT analyst forecast, NXRT chart. See the NXRT stock overview for the latest quote and news.

NXRT AI stock analysis FAQ

What dividend does NXRT pay?

NXRT pays a quarterly dividend totaling an annual forward dividend of $2.12 per share, representing an 11.54% dividend yield. The company has maintained 12 consecutive years of dividend payments, with its last ex-dividend date on September 15, 2026.

What does NXRT's debt position look like?

As of June 30, 2026, NXRT held $1.59B in total debt and $14.6M in cash and short-term investments, resulting in net debt of $1.57B. This equates to a debt-to-equity ratio of 6.41 and a current ratio of 0.49.

What are analysts' forecasts for NXRT?

For the fiscal year ending December 31, 2026, analysts estimate revenue of $256.7M and an EPS of -$1.54. For the subsequent fiscal year, 2 analysts forecast revenue of $262.8M and an EPS of -$2.21.

When does NXRT report earnings next?

NXRT's next earnings date is scheduled for November 3, 2026. The company has exceeded consensus EPS estimates in 4 of its last 4 quarters.

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