Five Point Holdings, LLC (FPH) Five Point Holdings, LLC, primarily operating through its subsidiary, Five Point Operating Company, LP, specializes in the ownership and development of large-scale, multi-purpose communities across Orange, Los Angeles, and San Francisco Counties in California. The company segments its operations into four distinct areas: Valencia, San Francisco, Great Park, and Commercial. Its business activities include selling land parcels for both residential and commercial construction to homebuilders, commercial developers, and other buyers. Furthermore, it manages and holds various properties, such as commercial office spaces and a medical campus, while also offering development and property management expertise. Founded in 2009 as Newhall Holding Company, LLC, the firm rebranded to Five Point Holdings, LLC in May 2016. Its corporate headquarters are situated in Irvine, California.
Sector: Real Estate
Industry: Real Estate - Development
Five Point Holdings, LLC NYSE:FPH Real Estate · Real Estate - Development
AH Close $4.20 +0.00% vs close
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All Press Release SEC Filings News
SEC Filing ⚠ 5
FPH: 10-Q · periodic report
Five Point reported a Q3 2026 consolidated net loss of $4.4 million ($-0.04 per Class A share) versus net income of $55.7 million a year earlier, as no significant land sales closed in the quarter and Great Park Venture earnings fell sharply. Revenues still rose 8.4% to $14.6 million, driven by Hearthstone management services, and SG&A declined 12.3% to $12.5 million.
Management warned it may defer land sales previously expected to close in Q4 2026 given softer housing demand and affordability pressure, a negative near-term revenue signal. Absorption was relatively stable, with Valencia guest builders selling 92 homes and Great Park 54 in the quarter.
Positives include the renewed Great Park development management agreement through December 2028 with a $13.5 million annual base fee, LA County approval of the 1,752-acre Homestead South village (3,600+ homesites), Candlestick phase groundbreaking, Hearthstone's ~$3.4 billion AUM, and $576.2 million of total liquidity against $450 million of 8.000% senior notes due 2030.
SEC 10-Q • 1d ago AI analysis › Press Release ⚠ 4
Five Point Holdings, LLC Reports Third Quarter 2026 Results
Five Point reported Q3 2026 consolidated revenues of $14.6 million and a net loss of $4.4 million, with no land sales closing during the quarter.
Management said weak housing market conditions will likely force deferral of certain land sales planned for 2026, cutting full-year net income guidance to approximately $20 million.
The company emphasized the cut reflects land-sale timing rather than asset-value deterioration, pointing to a 16.2% debt-to-capitalization ratio, $576.2 million of total liquidity, and $40.4 million of Great Park Venture distributions received in the quarter.
• 2d ago AI analysis › Press Release
Five Point Holdings, LLC Sets Date for Third Quarter 2026 Earnings Announcement and Investor Conference Call
Five Point Holdings will hold its Q3 2026 earnings conference call at 5:00 p.m. Eastern Time on Thursday, October 22, 2026, with a live webcast on its investor relations site.
The release is a scheduling notice only and contains no financial results or guidance.
Five Point develops large mixed-use planned communities in California, with its Hearthstone platform overseeing approximately $3.4 billion in assets under management.
• 10d ago AI analysis › SEC Filing ⚠ 1
FPH: 8-K · material agreement
Five Point Holdings extended its Development Management Agreement with Heritage Fields El Toro through December 31, 2028, via a fourth amendment dated September 25, 2026. The agreement had been set to expire December 31, 2026, so the extension removes near-term uncertainty over management of the Great Park Neighborhoods community.
Compensation for the Third Renewal Term includes an unchanged $13.5 million annual base fee paid monthly, plus incentive compensation equal to 9% of distributions made by the Great Park Venture.
If the DMA is not extended beyond 2028, HFET must pay incentive compensation on available cash at expiration, and Five Point will continue receiving incentive payments at a reduced 6.75% rate — softening the downside of a future non-renewal.
SEC 8-K • 24d ago AI analysis › News
AMREP vs. Five Point: Which Land Developer Stock Is the Better Buy?
zacks.com • 1mo ago News
Five Point Holdings, LLC (FPH) Q2 2026 Earnings Call Transcript
seekingalpha.com • 3mo ago News
Five Point Q2 Earnings Call Highlights
marketbeat.com • 3mo ago Press Release ● Major ⚠ 3
Five Point Holdings, LLC Reports Second Quarter 2026 Results
Five Point Holdings reported Q2 2026 consolidated net income of $29.9 million, or $0.15 per diluted share, more than tripling the prior year's profit due to a major asset sale.
The Great Park Venture sold 17.7 acres of commercial land for $159.3 million, resulting in $79.6 million in total distributions and incentive payments to the company during the quarter.
The company maintained its full-year guidance of approximately $100 million in consolidated net income, ending the period with $565.9 million in total liquidity.
• 3mo ago AI analysis › Press Release
Five Point Holdings, LLC Sets Date for Second Quarter 2026 Earnings Announcement and Investor Conference Call
Five Point Holdings announced it will hold a conference call to discuss its second quarter 2026 financial results on July 23, 2026.
The call is scheduled to begin at 5:00 p.m. Eastern Time, accessible via live webcast on the company's website or by telephone.
A telephonic replay will be available approximately three hours after the conclusion of the call.
• 3mo ago AI analysis › SEC Filing
FPH: 8-K · proxy statement
Five Point Holdings, LLC reported the results of its 2026 Annual Meeting of Shareholders held on June 4, 2026. Shareholders representing 91.5% of outstanding voting power participated in the meeting.
All three director nominees—Kathleen Brown, Gary Hunt, and Michael Winer—were elected to serve until the 2029 annual meeting. The shareholders also approved the executive compensation advisory vote and ratified the selection of Deloitte & Touche LLP as the independent auditor for fiscal year 2026.
Additionally, shareholders approved the amendment and restatement of the Five Point Holdings, LLC 2023 Incentive Award Plan. All proposals passed with significant majorities, indicating stable governance and shareholder alignment.
SEC 8-K • 4mo ago News
Five Point Holdings, LLC (FPH) Q1 2026 Earnings Call Transcript
seekingalpha.com • 6mo ago Press Release ● Major
Five Point Holdings, LLC Reports First Quarter 2026 Results
Five Point reported Q1 2026 revenue of $13.6 million and a consolidated net loss of $5.0 million, noting the quarter was relatively quiet due to the timing of anticipated land sales.
The company maintained its full-year 2026 guidance of approximately $100 million in consolidated net income and reported total liquidity of $550.1 million, including $332.6 million in cash.
Additionally, the Board authorized a $40 million share repurchase program, citing an attractive opportunity to deploy capital at current share price levels.
• 6mo ago AI analysis › Press Release ● Major
Five Point Holdings, LLC Sets Date for First Quarter 2026 Earnings Announcement and Investor Conference Call
businesswire.com • 6mo ago News
Black Bear Value Partners Q1 2026 - Top 5 Businesses We Own
seekingalpha.com • 6mo ago Recent SEC filings with analysis