FCPT
Four Corners Property Trust, Inc.
$25.27
+1.77%
$2.8B
No data for this timeframe.
Vol
Market Cap$2.8B
Cap SizeMid Cap
Analyst ConsensusBuy (60%)
Inst. Holders50 funds
Inst. Value$2.0B
Inst. Activity16 buys / 6 sells
Insider Activity3B / 2S
Insider Net $$317.3K
SEC Reports3
Recent Activity
Jun 4, 2026
Insider
Ogilvie Marran H. was granted 5,222 shares
Director
Jun 4, 2026
Insider
Jemley Charles was granted 5,222 shares
Director
Jun 4, 2026
Insider
Jesuele Barbara Angelica Faylona was granted 5,222 shares
Director
Jun 1, 2026
SEC
FCPT announced a definitive agreement to acquire up to 102 Mission Pet Health veterinary properties for up to $268 milli
8-K — Impact 7/10
Apr 29, 2026
SEC
FCPT reported Q1 2026 results with AFFO per share of $0.45 (beat $0.42 consensus by 7.1%) and total revenue of $78.2M (b
8-K — Impact 5/10
Mar 16, 2026
SEC
Chief Accounting Officer Stewart Niccole sold $63,018 worth of FCPT shares in a single open-market transaction. The sale
CLUSTER — Impact 3/10
Inst.
Sumitomo Mitsui Trust Group, — ADD
2,345,427 shares ($55.5M)
Inst.
Nuveen, LLC — ADD
2,069,781 shares ($49.0M)
Price Targets
$28.22
+11.7% upside
Buy
Current $25.27
Low $26.00
Median $28.00
High $30.00
9 analysts
$26.00
$30.00
Analyst Ratings
3Strong Buy
6Buy
6Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| Apr 21, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
| Apr 17, 2026 | BMO Capital | INITIATE | Market Perform |
| Mar 25, 2026 | Citizens | UPGRADE | Market Perform → Market Outperform |
| Mar 17, 2026 | Evercore ISI Group | MAINTAIN | In-Line → In-Line |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.30 ▼ -7.0% | $0.28 — $0.32 | 6% YoY | 3 |
| Next Q | $0.30 ▼ -7.3% | $0.28 — $0.32 | 6% YoY | 3 |
| Current FY | $1.17 ▼ -4.6% | $1.13 — $1.23 | 8% YoY | 3 |
| Next FY | $1.25 ▲ +3.4% | $1.17 — $1.30 | 6% YoY | 3 |
Latest Reports
BULLISH
8-K
7/10
FCPT announced a definitive agreement to acquire up to 102 Mission Pet Health veterinary properties for up to $268 milli
Jun 1, 2026
NEUTRAL
8-K
5/10
FCPT reported Q1 2026 results with AFFO per share of $0.45 (beat $0.42 consensus by 7.1%) and total revenue of $78.2M (b
Apr 29, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $472.6M | — |
| FMR LLC | $205.3M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $157.3M | — |
| STATE STREET CORP | $146.2M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $116.0M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 4, 2026 | Ogilvie Marran | A | $0.00 |
| Jun 4, 2026 | Jemley Charles | A | $0.00 |
| Jun 4, 2026 | Jesuele Barbara | A | $0.00 |
| Jun 4, 2026 | Steele Toni | A | $0.00 |
| Jun 4, 2026 | Tennican Elizabeth | A | $0.00 |
50 institutional holders with $2.0B total value (85,202,663 shares) as of 2026-Q1. Top holders: BlackRock,, FMR, VANGUARD. Net buying activity: 16 institutions added/increased vs 6 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 19,984,973 | $472.6M | 23.4% | — |
| 2 | FMR LLC | 8,682,178 | $205.3M | 10.2% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6,651,535 | $157.3M | 7.8% | — |
| 4 | STATE STREET CORP | 6,089,675 | $146.2M | 7.2% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 4,905,597 | $116.0M | 5.8% | — |
| 6 | VICTORY CAPITAL MANAGEMENT INC | 3,926,967 | $92.9M | 4.6% | — |
| 7 | Capital International Investors | 3,306,687 | $78.2M | 3.9% | — |
| 8 | TWO SIGMA INVESTMENTS, LP | 3,274,971 | $77.5M | 3.8% | — |
| 9 | EARNEST PARTNERS LLC | 2,631,883 | $62.2M | 3.1% | — |
| 10 | Sumitomo Mitsui Trust Group, Inc. | 2,345,427 | $55.5M | 2.7% | ADD +75.7% |
| 11 | Nuveen, LLC | 2,069,781 | $49.0M | 2.4% | ADD +81.0% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,998,160 | $47.3M | 2.3% | — |
| 13 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1,556,908 | $36.8M | 1.8% | — |
| 14 | DIMENSIONAL FUND ADVISORS LP | 1,484,092 | $35.1M | 1.7% | — |
| 15 | BANK OF AMERICA CORP /DE/ | 1,317,179 | $31.2M | 1.5% | — |
| 16 | MORGAN STANLEY | 1,264,656 | $29.9M | 1.5% | — |
| 17 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1,243,103 | $29.4M | 1.5% | — |
| 18 | Boston Trust Walden Corp | 1,239,360 | $29.3M | 1.5% | — |
| 19 | GOLDMAN SACHS GROUP INC | 1,192,418 | $28.2M | 1.4% | — |
| 20 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 984,429 | $23.3M | 1.2% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Group, Inc. | ADD | 1,334,779 | 2,345,427 | +75.7% | $55.5M | 2026-Q1 |
| Nuveen, LLC | ADD | 1,143,797 | 2,069,781 | +81.0% | $49.0M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | ADD | 154,539 | 281,908 | +82.4% | $6.7M | 2026-Q1 |
| MARSHALL WACE, LLP | NEAR_EXIT | 963,204 | 196,408 | -79.6% | $4.6M | 2026-Q1 |
| SEI INVESTMENTS CO | DOUBLED | 32,736 | 80,157 | +144.9% | $1.9M | 2026-Q1 |
| Point72 Asset Management, L.P. | TRIM | 127,736 | 78,433 | -38.6% | $1.9M | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC | ADD | 61,591 | 77,982 | +26.6% | $1.8M | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | TRIM | 70,874 | 50,811 | -28.3% | $1.2M | 2026-Q1 |
| M&T BANK CORP | DOUBLED | 7,638 | 34,632 | +353.4% | $819.0K | 2026-Q1 |
| Mariner, LLC | ADD | 25,400 | 33,255 | +30.9% | $786.6K | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC | ADD | 21,746 | 32,461 | +49.3% | $767.7K | 2026-Q1 |
| Russell Investments Group, Ltd. | ADD | 23,473 | 31,229 | +33.0% | $738.6K | 2026-Q1 |
| HighTower Advisors, LLC | ADD | 19,635 | 29,821 | +51.9% | $705.3K | 2026-Q1 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | ADD | 21,650 | 27,671 | +27.8% | $654.4K | 2026-Q1 |
| Cerity Partners LLC | DOUBLED | 11,501 | 25,098 | +118.2% | $593.6K | 2026-Q1 |
| BANK OF MONTREAL /CAN/ | DOUBLED | 9,032 | 19,687 | +118.0% | $465.6K | 2026-Q1 |
| Brevan Howard Capital Management LP | TRIM | 27,311 | 10,603 | -61.2% | $250.8K | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 497 | 8,840 | +1678.7% | $209.1K | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. | TRIM | 3,054 | 2,185 | -28.5% | $51.7K | 2026-Q1 |
| Rockefeller Capital Management L.P. | ADD | 942 | 1,332 | +41.4% | $31.5K | 2026-Q1 |
| FIFTH THIRD BANCORP | ADD | 696 | 934 | +34.2% | $22.1K | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO | TRIM | 219 | 67 | -69.4% | $1.6K | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. | DOUBLED | 113,908 | 1,334,779 | +1071.8% | $30.8M | 2025-Q4 |
| Nuveen, LLC | ADD | 839,043 | 1,143,797 | +36.3% | $26.4M | 2025-Q4 |
| MARSHALL WACE, LLP | ADD | 517,811 | 963,204 | +86.0% | $22.2M | 2025-Q4 |
11 unique insiders with 24 transactions. Net insider value: $317.3K ($400.3K bought, $83.0K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 4, 2026 | Ogilvie Marran H. | Director | AWARD | 5,222 | — | — |
| Jun 4, 2026 | Jemley Charles | Director | AWARD | 5,222 | — | — |
| Jun 4, 2026 | Jesuele Barbara Angelica Faylona | Director | AWARD | 5,222 | — | — |
| Jun 4, 2026 | Steele Toni S | Director | AWARD | 5,222 | — | — |
| Jun 4, 2026 | Tennican Elizabeth | Director | AWARD | 5,222 | — | — |
| Jun 4, 2026 | Friedland Michael Lawrence | Director | AWARD | 5,222 | — | — |
| Jun 4, 2026 | HANSEN DOUGLAS B | Director | AWARD | 7,728 | — | — |
| May 5, 2026 | Lenehan William H | President and CEO | BUY | 3,961 | $25.23 | $99.9K |
| Apr 15, 2026 | Stewart Niccole | Chief Accounting Officer | J | 112 | — | — |
| Apr 15, 2026 | Jemley Charles | Director | J | 592 | — | — |
| Apr 15, 2026 | Wernig Patrick L. | Chief Financial Officer | J | 862 | — | — |
| Apr 15, 2026 | HANSEN DOUGLAS B | Director | J | 104 | — | — |
| Apr 15, 2026 | Ogilvie Marran H. | Director | J | 765 | — | — |
| Apr 15, 2026 | Tennican Elizabeth | Director | J | 409 | — | — |
| Apr 15, 2026 | Jesuele Barbara Angelica Faylona | Director | J | 245 | — | — |
| Apr 15, 2026 | Steele Toni S | Director | J | 331 | — | — |
| Apr 15, 2026 | Lenehan William H | President and CEO | J | 98 | — | — |
| Apr 15, 2026 | Brat James L | Chief Operations Officer | J | 244 | — | — |
| Apr 15, 2026 | Friedland Michael Lawrence | Director | J | 14 | — | — |
| Apr 1, 2026 | Friedland Michael Lawrence | Director | AWARD | 959 | — | — |
| Mar 13, 2026 | Stewart Niccole | Chief Accounting Officer | SELL | 2,427 | $25.97 | $63.0K |
| Mar 11, 2026 | Lenehan William H | President and CEO | BUY | 3,924 | $25.45 | $99.8K |
| Mar 6, 2026 | Lenehan William H | President and CEO | BUY | 7,865 | $25.49 | $200.5K |
| Feb 17, 2026 | Steele Toni S | Director | SELL | 815 | $24.49 | $20.0K |
3 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 5.0/10.
BULLISH
8-K
7/10
FCPT announced a definitive agreement to acquire up to 102 Mission Pet Health veterinary properties
Jun 1, 2026
NEUTRAL
8-K
5/10
FCPT reported Q1 2026 results with AFFO per share of $0.45 (beat $0.42 consensus by 7.1%) and total
Apr 29, 2026
NEUTRAL
CLUSTER
3/10
Chief Accounting Officer Stewart Niccole sold $63,018 worth of FCPT shares in a single open-market t
Mar 16, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (60% buy). Based on 15 analysts: 3 strong buy, 6 buy, 6 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$28.22 mean target
+11.7% upside
Buy (2.33)
$26.00 Low
$30.00 High
| Metric | Value |
|---|---|
| Current Price | $25.27 |
| Target Low | $26.00 |
| Target Mean | $28.22 |
| Target Median | $28.00 |
| Target High | $30.00 |
| # Analysts | 9 |
| Recommendation | Buy (2.33) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.30 | $0.28 | $0.32 | 6.3% | -7.0% | — | $0.1B | 6.3% | 3 |
| Next Q 2026-09-30 |
$0.30 | $0.28 | $0.32 | 6.0% | -7.3% | — | $0.1B | 7.4% | 3 |
| Current FY 2026-12-31 |
$1.17 | $1.13 | $1.23 | 7.7% | -4.6% | — | $0.3B | 7.1% | 3 |
| Next FY 2027-12-31 |
$1.25 | $1.17 | $1.30 | 6.2% | +3.4% | 1↑ 1↓ | $0.3B | 7.3% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.298 | |
| 7d ago | $0.296 | +0.002 |
| 30d ago | $0.320 | -0.022 |
| 60d ago | $0.300 | -0.002 |
| 90d ago | $0.320 | -0.022 |
6 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 21, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 17, 2026 | BMO Capital | INITIATE | — | Market Perform |
| Mar 25, 2026 | Citizens | UPGRADE | Market Perform | Market Outperform |
| Mar 17, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Mar 17, 2026 | Raymond James | MAINTAIN | Outperform | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 6 | 6 | 0 | 0 | 60% | |
| May 1, 2026 | 3 | 6 | 6 | 0 | 0 | 60% | |
| Apr 1, 2026 | 3 | 6 | 5 | 0 | 0 | 64% | |
| Mar 1, 2026 | 3 | 5 | 6 | 0 | 0 | 57% | |
| Feb 1, 2026 | 3 | 5 | 6 | 0 | 0 | 57% | |
| Jan 1, 2026 | 3 | 5 | 7 | 0 | 0 | 53% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Apr 29, 2026
earnings_calendar
FCPT Q1 2026 Earnings After Market Close — 2026-04-29
Apr 8, 2026
short_volume
Short Volume: FCPT — 81.4% short (1.0M / 1.2M)
Short: 977,277 | Exempt: 200 | TRF Vol: 1,201,237 | Short Ratio: 81.4% | Off-exchange volume (dark pool + OTC)