FRPH

FRP HOLDINGS, INC.

Nasdaq · Real Estate · Inc. FL · CIK 0000844059
$23.81 +1.15% $451.3M
High Impact Filing (7/10)3 New Institutional Positions
Vol
Market Cap$451.3M
Cap SizeSmall Cap
Inst. Holders8 funds
Inst. Value$24.3M
Inst. Activity3 buys / 0 sells
Insider Activity1B / 0S
Insider Net $$10.0M
SEC Reports2
Exchange Nasdaq·Sector Real Estate·Inc. FL·CIK 0000844059·Prev Close $23.54

Recent Activity

May 15, 2026 SEC
FRP Holdings dismissed Baker Tilly as its auditor and appointed Forvis Mazars following a competitive selection process.
8-K — Impact 3/10
May 14, 2026 Insider
Wetherbee Margaret B. sold 4,671 shares
Director @ $21.41 ($100.0K)
May 14, 2026 Insider
Thomas Nicole B. sold 4,671 shares
Director @ $21.41 ($100.0K)
May 14, 2026 Insider
WALTON WILLIAM H III sold 4,671 shares
Director @ $21.41 ($100.0K)
Apr 10, 2026 SEC
FRP Holdings reported full-year 2025 results with net income of $3.3 million (adjusted: $5.2 million) and pro rata NOI o
8-K — Impact 7/10
Inst.
MORGAN STANLEY — ADD
90,777 shares ($2.1M)
Inst.
BANK OF AMERICA CORP — ADD
16,072 shares ($366.3K)
May 11, 2026 earnings_calendar
FRPH Q1 2026 Earnings Scheduled — 2026-05-11

Analyst Ratings

Historical distribution0% buy · 6 analysts · no recent coverage
0Strong Buy
0Buy
3Hold
1Sell
2Strong Sell

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$14.9M
CHARLES SCHWAB INVESTMENT MANAGEMENT$2.3MNEW
RENAISSANCE TECHNOLOGIES LLC$2.3MADD
MORGAN STANLEY$2.1MADD
TWO SIGMA INVESTMENTS, LP$1.9MADD

Recent Insider Trades

DateInsiderTypeValue
May 14, 2026Wetherbee MargaretA$100.0K
May 14, 2026Thomas NicoleA$100.0K
May 14, 2026WALTON WILLIAMA$100.0K
May 14, 2026McAfee MatthewA$100.0K
May 14, 2026STEIN MARTINA$100.0K
8 institutional holders with $24.3M total value (1,066,437 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, RENAISSANCE. Net buying activity: 3 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC652,318$14.9M61.2%
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC101,649$2.3M9.5%NEW
3RENAISSANCE TECHNOLOGIES LLC99,548$2.3M9.3%ADD +25.8%
4MORGAN STANLEY90,777$2.1M8.5%ADD +68.6%
5TWO SIGMA INVESTMENTS, LP85,300$1.9M8.0%ADD +32.4%
6WELLS FARGO & COMPANY/MN20,123$458.6K1.9%DOUBLED +118.2%
7BANK OF AMERICA CORP /DE/16,072$366.3K1.5%ADD +38.6%
8FMR LLC650$14.8K0.1%DOUBLED +1757.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYADD53,82690,777+68.6%$2.1M2025-Q4
BANK OF AMERICA CORP /DE/ADD11,59216,072+38.6%$366.3K2025-Q4
FMR LLCDOUBLED35650+1757.1%$14.8K2025-Q4
TWO SIGMA INVESTMENTS, LPADD52,57869,624+32.4%$1.7M2025-Q3
MORGAN STANLEYTRIM73,40553,826-26.7%$1.3M2025-Q3
WELLS FARGO & COMPANY/MNDOUBLED7,77416,962+118.2%$413.2K2025-Q3
BANK OF AMERICA CORP /DE/TRIM16,38611,592-29.3%$282.4K2025-Q3
UBS Group AGTRIM15,1556,832-54.9%$166.4K2025-Q3
FMR LLCNEAR_EXIT24535-85.7%$853.002025-Q3
TWO SIGMA INVESTMENTS, LPDOUBLED24,85552,578+111.5%$1.4M2025-Q2
UBS Group AGTRIM21,09715,155-28.2%$407.5K2025-Q2
TWO SIGMA INVESTMENTS, LPADD15,54824,855+59.9%$710.1K2025-Q1
CITADEL ADVISORS LLCTRIM18,81713,415-28.7%$383.3K2025-Q1
RENAISSANCE TECHNOLOGIES LLCADD49,60062,400+25.8%$1.9M2024-Q4
CITADEL ADVISORS LLCADD11,56618,817+62.7%$576.4K2024-Q4
UBS Group AGDOUBLED7,19118,015+150.5%$551.8K2024-Q4
WELLS FARGO & COMPANY/MNADD6,7198,423+25.4%$258.0K2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW109,415$3.3M2024-Q3
MORGAN STANLEYADD51,89974,535+43.6%$2.2M2024-Q3
12 unique insiders with 1 transactions. Net insider value: $10.0M ($10.0M bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 14, 2026Wetherbee Margaret B.DirectorA4,671$21.41$100.0K
May 14, 2026Thomas Nicole B.DirectorA4,671$21.41$100.0K
May 14, 2026WALTON WILLIAM H IIIDirectorA4,671$21.41$100.0K
May 14, 2026McAfee MatthewDirectorA4,671$21.41$100.0K
May 14, 2026STEIN MARTIN E JRDirectorA4,671$21.41$100.0K
May 14, 2026Surface John SDirectorA4,671$21.41$100.0K
Mar 23, 2026BAKER JOHN D IIDirectorBUY478,468$20.90$10.0M
Mar 10, 2026McNulty Matthew C.CFOD418$0.00$0.00
Mar 10, 2026Klopfenstein John DController & CAOD276$0.00$0.00
Mar 10, 2026DEVILLIERS DAVID H JRSr. Advisor to Pres. & COOD548$0.00$0.00
Mar 10, 2026deVilliers David H IIIPresident & COOD548$0.00$0.00
Mar 10, 2026Baker John D. IIICEOD2,733$0.00$0.00
Feb 19, 2026BAKER JOHN D IIDirectorG48,721$0.00$0.00
Feb 12, 2026BAKER JOHN D IIDirectorG97,442$0.00$0.00
Feb 12, 2026Baker John D. IIICEOG48,721$0.00$0.00
Jan 30, 2026BAKER JOHN D IIDirectorG54,824$0.00$0.00

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution: 0% buy across 6 analysts — 0 strong buy, 0 buy, 3 hold, 1 sell, 2 strong sell. No current recommendation available.

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2018-03-31
$0.00 $0.00 $0.00 $0.0B
Next Q
$0.00 $0.00 $0.00 $0.0B
Current FY
2018-12-31
$0.00 $0.00 $0.00 $0.0B
Next FY
$0.00 $0.00 $0.00 $0.0B

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Dec 1, 2021003120%
Nov 1, 2021003120%
Oct 1, 2021003120%
Sep 1, 2021003120%
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.

May 11, 2026
earnings_calendar
FRPH Q1 2026 Earnings Scheduled — 2026-05-11
Mar 3, 2026
earnings_calendar
FRPH Q4 2025 Earnings Scheduled — 2026-03-03