FRP Holdings, Inc.

NasdaqGS:FRPH Lagerbericht

Marktkapitalisierung: US$456.1m

FRP Holdings Management

Management Kriterienprüfungen 4/4

FRP Holdings CEO ist John Baker , ernannt in May 2024, hat eine Amtszeit von 2.08 Jahren. Die jährliche Gesamtvergütung beträgt $1.18M , bestehend aus 34.8% Gehalt und 65.2% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 1.82% der Aktien des Unternehmens, im Wert von $8.32M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 2.1 Jahre bzw. 4.2 Jahre.

Wichtige Informationen

John Baker

Geschäftsführender

US$1.2m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts34.79%
Amtszeit als Geschäftsführer2.1yrs
Eigentum des Geschäftsführers1.8%
Durchschnittliche Amtszeit des Managements2.1yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder4.2yrs

Jüngste Management Updates

Recent updates

Seeking Alpha • Apr 29

FRP Holdings: Altman Acquisition Adds Ambition, Not Answers

Summary FRP Holdings remains asset-rich but continues to generate weak returns, justifying a maintained Sell rating. The Altman Logistics Properties acquisition expands FRPH’s footprint but elevates leverage and compresses near-term earnings. Valuation analysis across sector, peer, and industry benchmarks indicates FRPH is materially overvalued, with a target price of $6.57 versus $21.59. Absent a credible path to higher earnings, the investment case relies on long-term execution, which remains unproven. Read the full article on Seeking Alpha
Analyseartikel • Mar 11

FRP Holdings (NASDAQ:FRPH) Has A Pretty Healthy Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha • Feb 25

FRP Holdings: A Hidden Gem In Real Estate Development Or A Value Trap?

Summary FRP Holdings is pivoting from multifamily to industrial real estate, leveraging strong mining royalties, but struggles with capital allocation and low ROIC. Despite revenue growth and improved core profitability, FRP's ROIC remains below its WACC, resulting in a negative intrinsic value. Management's transparency efforts and strategic partnerships aim to mitigate risks, yet the stock has underperformed, rising only 24% in five years. Investment in FRP is speculative, hinging on successful industrial projects and management's ability to unlock value amidst complex business operations. Read the full article on Seeking Alpha
Analyseartikel • Apr 03

We Think That There Are Some Issues For FRP Holdings (NASDAQ:FRPH) Beyond Its Promising Earnings

FRP Holdings, Inc.'s ( NASDAQ:FRPH ) healthy profit numbers didn't contain any surprises for investors. However the...
Analyseartikel • Nov 05

FRP Holdings (NASDAQ:FRPH) Is Carrying A Fair Bit Of Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha • Aug 24

Rhizome Partners - FRP Holdings: Trading At Large Discount To Intrinsic Value

FRP Holdings continues to execute well. The private liquidation value of FRPH is much higher than the current stock price. YTD, FRPH stock price is up 4% versus the NAREIT All Equity Index. We believe FRP Holdings is trading at large discounts to its intrinsic value coming into 2022. The following segment was excerpted from this fund letter. FRP Holdings (FRPH) FRP Holdings continues to execute well. The city of Washington, D.C., removed the Covid rent freeze during the first quarter. Dock 79 renewed 72% of the leases, with an average rent increase of 4.7%. The Maren renewed 61% of the leases, with an average rent increase of 2.3%. Both buildings will benefit greatly from higher baseball game attendance this year. At the end of Q1, 65% of Bryant Street’s apartments and 82% of its commercial space were leased. The Verge, at 1800 Half Street, is expected to be completed in the third quarter of 2022. Riverside in Greenville, SC, has likely reached stabilization, with over 90% leased as of this writing. Another multi-family development in Greenville, SC, .408 Jackson, will begin leasing in the third quarter of 2022. While the multi-family assets are performing well, higher interest rates will negatively impact the mortgage cash-out amount and lower the ongoing operating cash flow of the soon-to-be-stabilized assets. This will lower our net asset value ((NAV)) estimates and we will continue to monitor private market pricing. Rest assured, the private liquidation value of FRP Holdings is still much higher than the current share price. New Riverside apartment building in Greenville, SC The aggregate business continues to perform well, and aggregate price increase percentages should be in the teens while expense increases will be minimal given the royalty structure. The aggregate business is ideally positioned to benefit from higher inflation. During the quarter, the company purchased a mining royalty property in Astatula, FL, for $11.6 million. The new property consists of 1,549 acres adjacent to the company’s site in Astatula. It contains 22.5 million tons of sand reserves and generates almost 12% unlevered cash yield on day one. We estimate that the unlevered IRR will be around 14-15% over the lifetime due to price increases. This is an incredible acquisition and further demonstrates the deal-making savvy of the Baker family in the aggregate space. Demand for single-family homes has cooled off significantly because of rising mortgage rates, which have reached 5-6%. FRP Holdings has already received $9.6 million back from its $16.2 million capital investment in the Amber Ridge lot project. The company has an additional $31 million commitment for a new lot-development project. Given the sharply rising rates, these two projects are on our watch list. FRP Holdings’ warehouse portfolio continues to be well leased. Upon the completion of a new, fully leased, built-to-suit warehouse, FRP Holdings will have 91% occupancy in its warehouse portfolio of half a million square feet. The company has additional development parcels to bring the portfolio up to 1.4 million square feet. Year to date, FRP Holdings’ share price is up 4% versus the NAREIT All Equity Index, which is down 19.2%. We believe this is because FRP Holdings traded at large discounts to its intrinsic value coming into 2022. As inflation becomes a more pressing issue, the investing public has found the company increasingly attractive.
Seeking Alpha • Aug 11

FRP Holdings GAAP EPS of $0.07, revenue of $9.63M

FRP Holdings press release (NASDAQ:FRPH): Q2 GAAP EPS of $0.07. Revenue of $9.63M (+13.3% Y/Y).
Seeking Alpha • Mar 11

FRPH: Cash-Flowing, Hard-Asset Company, Lots Of Free Options And Insiders Own 35%

FRPH is a DC-centric multi-family real estate company that also has a mining royalty business. It trades at a conservative 100% of a growing NAV, but there are a lot of free options attached and upcoming catalysts. Management is aligned and owns ~35% of the stock.
Analyseartikel • Mar 11

Is FRP Holdings, Inc.'s (NASDAQ:FRPH) Shareholder Ownership Skewed Towards Insiders?

A look at the shareholders of FRP Holdings, Inc. ( NASDAQ:FRPH ) can tell us which group is most powerful. Large...
Analyseartikel • Feb 07

Is FRP Holdings (NASDAQ:FRPH) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von John Baker im Vergleich zu den Einnahmen von FRP Holdings verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Mar 31 2026n/an/a

US$933k

Dec 31 2025US$1mUS$411k

US$3m

Sep 30 2025n/an/a

US$5m

Jun 30 2025n/an/a

US$5m

Mar 31 2025n/an/a

US$7m

Dec 31 2024US$1mUS$355k

US$6m

Vergütung im Vergleich zum Markt: JohnDie Gesamtvergütung ($USD1.18M) liegt unter dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD2.48M).

Entschädigung vs. Einkommen: JohnDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.

Geschäftsführer

John Baker (40 yo)

2.1yrs
Amtszeit
US$1,181,300
Vergütung

Mr. John D. Baker, III is Chief Executive Officer of FRP Holdings, Inc. from May 8, 2024 and serves as its Director since May 8, 2024. He was the Chief Financial Officer and Treasurer of FRP Holdings, Inc....

Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
John Baker
Executive Chairman40.4yrsUS$194.24k17.4%
$ 79.4m
John Baker
CEO & Director2.1yrsUS$1.18m1.82%
$ 8.3m
David deVilliers
COO & President2.1yrsUS$1.23m0.36%
$ 1.6m
Matthew McNulty
CFO & Treasurer2.1yrsUS$872.51k0.20%
$ 930.3k
Mark Levy
Chief Investment Officerno datakeine Datenkeine Daten
John Klopfenstein
Chief Accounting Officer & Controller23.3yrsUS$183.23k0.19%
$ 849.3k
John Milton
Executive VP18.4yrsUS$294.78kkeine Daten
Justin Dunn
Managing Director of Operations & Developmentno datakeine Datenkeine Daten
2.1yrs
Durchschnittliche Betriebszugehörigkeit
57.5yo
Durchschnittliches Alter

Erfahrenes Management: FRPHDas Führungsteam des Unternehmens gilt als erfahren (2.1 Jahre durchschnittliche Betriebszugehörigkeit).

Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
John Baker
Executive Chairman40.4yrsUS$194.24k17.4%
$ 79.4m
John Baker
CEO & Director2.1yrsUS$1.18m1.82%
$ 8.3m
David deVilliers
Vice Chairman of the Board & Advisor2.3yrsUS$718.32k0.48%
$ 2.2m
William Walton
Independent Director11.3yrsUS$138.01k0.28%
$ 1.3m
Martin Stein
Independent Director34.4yrsUS$138.01k0.77%
$ 3.5m
John Surface
Independent Director4.2yrsUS$143.01k0.092%
$ 418.7k
Margaret Wetherbee
Director7.1yrsUS$128.01k0.70%
$ 3.2m
Nicole Thomas
Independent Director4.2yrsUS$138.01k0.092%
$ 418.7k
Matthew McAfee
Lead Independent Director2.3yrsUS$139.51k0.060%
$ 274.7k
4.2yrs
Durchschnittliche Betriebszugehörigkeit
58yo
Durchschnittliches Alter

Erfahrener Vorstand: FRPHDie Vorstandsmitglieder gelten als erfahren (4.2 Jahre durchschnittliche Amtszeit).

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/15 17:44
Aktienkurs zum Tagesende2026/06/15 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

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Analysten-Quellen

FRP Holdings, Inc. wird von 3 Analysten beobachtet. 0 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Charles StrauzerCJS Securities, Inc.
Lawrence SolowCJS Securities, Inc.
James FrondaSidoti & Company, LLC