Frontview Reit, Inc. is a US-listed company in the retail REITs industry. Its financial year ends in December.
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~$20
Valuation models combined (2)
Base case. Range ~$7.1–$26. Weighted average of 2 models (funds-from-operations model, dividend discount (growing dividend)), the funds-from-operations model counting double.
No Buy/Hold/Sell rating is issued: limited reported history: available models are shown without a Buy/Hold/Sell rating.
Frontview Reit, Inc. valuation: adjust assumptions and compare models →
What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.
Revenue for the twelve months to June 2026 was $70m. Our valuation models combined value is $20.18 a share, against a share price of $18.13.
Source: 10-Q filed August 6, 2026 on SEC EDGAR · Financials · Valuation
Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.
Frontview Reit, Inc.'s trailing-twelve-month revenue grew 9.4% year on year, with a free-cash-flow margin of 16.7%.
Current signal Results well ahead of expectations: Reported earnings per share beat the analysts' consensus estimate by 2555% in the quarter to 2026-06-30, the 2nd beat in the last four quarters.
Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.
Nothing in Frontview Reit, Inc.'s latest figures clears our strength thresholds.
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Company announcements, filed results and changes that matter to shareholders.
The company also guided to net investment activity of $120.00m for the full year 2026.
We value Frontview Reit, Inc. as an equity reit, with every model that fits that kind of business. Cost of equity 8.2%: the 10-year Treasury yield (4.9%) plus a beta of 0.72 times a 4.5% equity risk premium.
| Model | Value per share | In the combined value? |
|---|---|---|
| Funds-from-operations model Funds from operations growing 2.5% a year, discounted at 8%. | ~$26 ~$22–$32 | Primary model, counts double |
| Price-to-FFO vs peers Funds from operations per share times peers' typical (harmonic-mean) price-to-FFO. | ~$0.5 ~$12–$24 | Left out: out of range vs price (0.03x) |
| Dividend discount (growing dividend) Today's dividend growing 2.5% a year, discounted at the cost of equity. | ~$7.1 ~$6.0–$8.6 | Included |
| Combined value Weighted average of the models that apply: the primary model (funds-from-operations model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. | ~$20 ~$7.1–$26 | 2 models |
Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Frontview Reit, Inc. with equity REITs in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.
Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Low.
Next results: November 5, 2026, before the open. Analysts expect revenue of $19m for the quarter.
| Fiscal year | EPS | Growth | Revenue | Growth |
|---|---|---|---|---|
| Current | $0.00 | +101% | $74m | +10% |
| Next | −$0.07 | −4967% | $83m | +12% |
The consensus EPS forecast for the current fiscal year is −107.4% on 90 days ago. In the last 30 days, 2 analysts raised Frontview Reit, Inc.'s forecast and 0 cut it.
Average of analysts' published estimates (third-party data).
| Period | Current fiscal year | Next fiscal year |
|---|---|---|
| 90 days ago | −$0.02 | −$0.02 |
| 60 days ago | −$0.01 | $0.01 |
| 30 days ago | −$0.01 | −$0.04 |
| 7 days ago | −$0.00 | −$0.06 |
| Now | $0.00 | −$0.07 |
| Quarter to | Estimate | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | $0.00 | $0.03 | +2554.9% |
| Mar 2026 | −$0.01 | $0.03 | +447.2% |
| Dec 2025 | −$0.02 | −$0.19 | −1039.8% |
Adjusted EPS as companies report it, against the average analyst estimate.
| Calendar year | 2025 | 2026 to date |
|---|---|---|
| Return | ||
| FVR | −13% | +32% |
| Industry peers (median) | −3% | +11% |
| S&P 500 | +18% | +11% |
| Months that ended higher | ||
| FVR | 33% | 73% |
| S&P 500 | 75% | 46% |
| Largest fall from a high during the year | ||
| FVR | −38% | −25% |
| S&P 500 | −19% | −9% |
Worst fall since October 2, 2024: 42% from October 23, 2024 to April 8, 2025. Getting back needed a 73% gain, reached on May 1, 2026, 388 days after the low.
| Results released | Next day | S&P 500 next day | 5 days | 21 days |
|---|---|---|---|---|
| August 6, 2026 | −1.7% | +0.5% | −1.3% | −5.5% |
| May 6, 2026 | +3.7% | +1.1% | +1.3% | +6.9% |
| February 24, 2026 | −0.2% | +1.6% | −0.1% | −5.9% |
| November 12, 2025 | +1.6% | −1.6% | +7.3% | +10.5% |
| August 13, 2025 | +5.5% | +0.4% | +8.8% | +13.0% |
| May 14, 2025 | −4.1% | +0.6% | −6.4% | −5.9% |
| March 20, 2025 | −7.8% | −0.3% | −9.4% | −11.5% |
| November 13, 2024 | −0.4% | −0.6% | −4.0% | −1.5% |
Source: SEC EDGAR filings. Retrieved October 29, 2026.
| Period | Revenue (TTM) |
|---|---|
| FY24 Q4 | $59.6M |
| FY25 Q1 | $60.6M |
| FY25 Q2 | $63.5M |
| FY25 Q3 | $65.8M |
| FY25 Q4 | $67.1M |
| FY26 Q1 | $69.1M |
| FY26 Q2 | $69.5M |
Source: SEC EDGAR filings. Retrieved October 29, 2026.
| Period | FCF margin (TTM) |
|---|---|
| FY24 Q4 | -18.2% |
| FY25 Q1 | -9.6% |
| FY25 Q2 | -6.6% |
| FY25 Q3 | -5.6% |
| FY25 Q4 | 13.4% |
| FY26 Q1 | 11.8% |
| FY26 Q2 | 16.7% |
| Fiscal year | 2023 Dec 2023 | 2025 Dec 2025 | LTM Jun 2026 |
|---|---|---|---|
| Income | |||
| Revenue | 48 | 67 | 70 |
| EBITDA | 10 | 28 | — |
| Operating income | −14 | −6 | — |
| Net income | −1 | −4 | 1 |
| Diluted EPS | — | −$0.33 | — |
| Growth (year on year) | |||
| Revenue | — | +39.1% | +9.4% |
| EBITDA | — | +168.6% | — |
| Margins | |||
| EBITDA margin | 21.2% | 41.0% | — |
| Operating margin | −30.0% | −8.3% | — |
| Net margin | −2.3% | −5.7% | 2.1% |
| Cash flow | |||
| Cash from operations | 17 | 42 | 43 |
| Stock-based pay | — | 2 | 3 |
| Balance sheet | |||
| Cash | 17 | 14 | 6 |
| Total debt | 436 | 314 | 329 |
| Net debt (negative = net cash) | 419 | 301 | 323 |
| Diluted shares | — | 19m | — |
| Returned to shareholders | |||
| Dividends | — | 17 | 19 |
| Total returned | — | 17 | 19 |
| Quarter | 2024 Q3 Sept 2024 | 2024 Q4 Dec 2024 | 2025 Q1 Mar 2025 | 2025 Q2 Jun 2025 | 2025 Q3 Sept 2025 | 2025 Q4 Dec 2025 | 2026 Q1 Mar 2026 | 2026 Q2 Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Income | ||||||||
| Revenue | 15 | 15 | 16 | 18 | 17 | 17 | 18 | 18 |
| EBITDA | — | 3 | — | — | — | — | — | — |
| Operating income | — | −5 | — | — | — | — | — | — |
| Net income | −2 | −3 | −1 | −3 | 4 | −4 | 0 | 1 |
| Diluted EPS | — | −$0.28 | −$0.09 | −$0.16 | $0.28 | −$0.31 | $0.00 | $0.03 |
| Growth (year on year) | ||||||||
| Revenue | — | — | +6.4% | +20.2% | +15.6% | +8.8% | +12.0% | +2.6% |
| Margins | ||||||||
| EBITDA margin | — | 16.8% | — | — | — | — | — | — |
| Operating margin | — | −31.8% | — | — | — | — | — | — |
| Net margin | −16.7% | −19.7% | −5.1% | −16.5% | 23.9% | −24.9% | 1.8% | 6.8% |
| Cash flow | ||||||||
| Cash from operations | 8 | 3 | 8 | 9 | 8 | 17 | 7 | 11 |
| Stock-based pay | — | 1 | 1 | 0 | 1 | 0 | 1 | 1 |
| Last 12 months unless stated | FVR | PINE | WHLR | NTST | GTY | CURB | Median |
|---|---|---|---|---|---|---|---|
| Revenue, last 12 months | $70m | $76m | $95m | $237m | $240m | $247m | $444m |
| Revenue growth, last 12 months | 9.4% | 31.9% | −7.2% | 27.1% | 12.3% | 50.6% | 8.7% |
| Revenue growth, 3-year average | — | 18.4% | −0.4% | 24.7% | 9.9% | — | 8.2% |
| Revenue growth, latest quarter | 2.6% | 40.5% | −13.9% | 37.2% | 13.3% | 46.2% | 5.7% |
| Operating margin | — | 41.1% | 38.6% | — | 63.5% | — | 44.2% |
| Operating margin, 3-year average | — | 29.0% | 39.1% | — | 56.9% | — | 35.7% |
| Net margin | 2.1% | 16.5% | 17.8% | 9.2% | 42.4% | 11.2% | 23.9% |
| Cash from operations / revenue | 62.3% | 23.6% | 21.2% | 56.4% | 58.0% | 55.2% | 48.8% |
| Free-cash-flow margin | 16.7% | −127.2% | 7.3% | 56.3% | 57.9% | 13.0% | 18.8% |
| Free-cash-flow margin, 3-year average | — | −192.6% | 4.0% | 57.6% | 60.4% | 16.7% | 20.1% |
| Stock pay / revenue | 4.1% | 0.5% | 0.0% | 2.9% | 2.5% | 4.8% | 1.8% |
| Change in share count | — | 11.5% | 0.4% | 20.0% | 8.2% | 3.8% | 2.6% |
| Manager | Value | Shares | Share of 13F value | Shares QoQ |
|---|---|---|---|---|
| Blackrock, Inc. | $90.2M | 4.5M | 20.9% | ▲ 57.6% |
| FMR LLC | $68.5M | 3.4M | 15.9% | ▲ 1.2% |
| Prudential Financial Inc | $58.7M | 2.9M | 13.6% | ▲ 72.6% |
| First Eagle Investment Management, LLC | $26.3M | 1.3M | 6.1% | ▲ 125.5% |
| Vanguard Capital Management LLC | $19.6M | 968K | 4.5% | ▲ 5.8% |
| Geode Capital Management, LLC | $13.5M | 668K | 3.1% | ▲ 25.2% |
| Corient Private Wealth LP | $12.5M | 620K | 2.9% | ▼ 11.5% |
| State Street Corp | $10.1M | 492K | 2.3% | ▲ 27.7% |
| Chilton Capital Management LLC | $9.1M | 447K | 2.1% | ▲ 7.7% |
| Ameriprise Financial Inc | $8.6M | 427K | 2.0% | ▲ 14.3% |
| Morgan Stanley | $8.3M | 409K | 1.9% | ▼ 3.2% |
| Invesco Ltd. | $8.2M | 405K | 1.9% | ▲ 5.4% |
From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Frontview Reit, Inc.'s complete shareholder register. Values are as reported by the filers .
From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.
Next expected around November 11, 2026 estimated from the company's past filing pattern, not announced
| Data | Last updated | Source |
|---|---|---|
| Share price | Exchange closing prices | |
| Financial statements | SEC 10-K and 10-Q filings | |
| News and updates | Company releases and SEC 8-K filings | |
| Analyst estimates | Aggregated analyst estimates | |
| Valuation and scores | Our models, from the filed figures |
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