Stratus Properties(STRS)株式概要不動産会社であるストラタス・プロパティーズ社は、テキサス州オースティン地区およびテキサス州内の厳選された市場において、集合住宅および一戸建て住宅、商業用不動産の権利取得、開発、管理、リース、販売に従事している。 詳細STRS ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績2/6財務の健全性4/6配当金0/6報酬株価収益率( 10.7 x) US市場( 18.5 x)を下回っています。今年は黒字化を達成 リスク分析財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見るSTRS Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$28.891.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-14m101m2016201920222025202620282031Revenue US$43.1mEarnings US$32.3mAdvancedSet Fair ValueView all narrativesStratus Properties Inc. 競合他社AMREPSymbol: NYSE:AXRMarket cap: US$142.1mForestar GroupSymbol: NYSE:FORMarket cap: US$1.3bKaanapali LandSymbol: OTCPK:KANPMarket cap: US$61.2mLogProstyleSymbol: NYSEAM:LGPSMarket cap: US$14.8m価格と性能株価の高値、安値、推移の概要Stratus Properties過去の株価現在の株価US$28.8952週高値US$32.9352週安値US$15.35ベータ1.181ヶ月の変化-3.60%3ヶ月変化-1.47%1年変化54.00%3年間の変化33.94%5年間の変化8.08%IPOからの変化863.00%最新ニュースRecent Insider Transactions Derivative • May 19Lead Independent Director notifies of intention to sell stockJames Joseph intends to sell 12k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of May. If the sale is conducted around the recent share price of US$29.23, it would amount to US$361k. Since September 2025, James' direct individual holding has increased from 11.99k shares to 12.34k. There has only been one transaction (US$94k sale) from insiders over the last 12 months.Reported Earnings • May 13First quarter 2026 earnings released: EPS: US$0.83 (vs US$0.36 loss in 1Q 2025)First quarter 2026 results: EPS: US$0.83 (up from US$0.36 loss in 1Q 2025). Revenue: US$3.79m (down 25% from 1Q 2025). Net income: US$6.63m (up US$9.50m from 1Q 2025). Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 27Stratus Properties Inc., Annual General Meeting, Jun 01, 2026Stratus Properties Inc., Annual General Meeting, Jun 01, 2026. Location: 212 lavaca street,suite 300, texas -78701, austin, United StatesReported Earnings • Mar 29Full year 2025 earnings released: EPS: US$1.49 (vs US$0.24 in FY 2024)Full year 2025 results: EPS: US$1.49 (up from US$0.24 in FY 2024). Revenue: US$29.9m (down 45% from FY 2024). Net income: US$12.0m (up US$10.0m from FY 2024). Profit margin: 40% (up from 3.6% in FY 2024). Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 13Third quarter 2025 earnings released: US$0.62 loss per share (vs US$0.045 loss in 3Q 2024)Third quarter 2025 results: US$0.62 loss per share (further deteriorated from US$0.045 loss in 3Q 2024). Revenue: US$4.97m (down 44% from 3Q 2024). Net loss: US$4.98m (loss widened US$4.61m from 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: US$0.032 (vs US$0.21 loss in 2Q 2024)Second quarter 2025 results: EPS: US$0.032 (up from US$0.21 loss in 2Q 2024). Revenue: US$11.6m (up 37% from 2Q 2024). Net income: US$260.0k (up US$1.99m from 2Q 2024). Profit margin: 2.2% (up from net loss in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.最新情報をもっと見るRecent updatesRecent Insider Transactions Derivative • May 19Lead Independent Director notifies of intention to sell stockJames Joseph intends to sell 12k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of May. If the sale is conducted around the recent share price of US$29.23, it would amount to US$361k. Since September 2025, James' direct individual holding has increased from 11.99k shares to 12.34k. There has only been one transaction (US$94k sale) from insiders over the last 12 months.Reported Earnings • May 13First quarter 2026 earnings released: EPS: US$0.83 (vs US$0.36 loss in 1Q 2025)First quarter 2026 results: EPS: US$0.83 (up from US$0.36 loss in 1Q 2025). Revenue: US$3.79m (down 25% from 1Q 2025). Net income: US$6.63m (up US$9.50m from 1Q 2025). Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 27Stratus Properties Inc., Annual General Meeting, Jun 01, 2026Stratus Properties Inc., Annual General Meeting, Jun 01, 2026. Location: 212 lavaca street,suite 300, texas -78701, austin, United StatesReported Earnings • Mar 29Full year 2025 earnings released: EPS: US$1.49 (vs US$0.24 in FY 2024)Full year 2025 results: EPS: US$1.49 (up from US$0.24 in FY 2024). Revenue: US$29.9m (down 45% from FY 2024). Net income: US$12.0m (up US$10.0m from FY 2024). Profit margin: 40% (up from 3.6% in FY 2024). Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 13Third quarter 2025 earnings released: US$0.62 loss per share (vs US$0.045 loss in 3Q 2024)Third quarter 2025 results: US$0.62 loss per share (further deteriorated from US$0.045 loss in 3Q 2024). Revenue: US$4.97m (down 44% from 3Q 2024). Net loss: US$4.98m (loss widened US$4.61m from 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: US$0.032 (vs US$0.21 loss in 2Q 2024)Second quarter 2025 results: EPS: US$0.032 (up from US$0.21 loss in 2Q 2024). Revenue: US$11.6m (up 37% from 2Q 2024). Net income: US$260.0k (up US$1.99m from 2Q 2024). Profit margin: 2.2% (up from net loss in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.Recent Insider Transactions • Jul 08Lead Independent Director recently sold US$94k worth of stockOn the 2nd of July, James Joseph sold around 5k shares on-market at roughly US$18.82 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.New Risk • Jun 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 11% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (12% average weekly change).New Risk • May 15New major risk - Revenue and earnings growthEarnings have declined by 11% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 11% per year over the past 5 years.Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$18.31, the stock trades at a trailing P/E ratio of 75.6x. Average trailing P/E is 25x in the Real Estate industry in the US. Total loss to shareholders of 44% over the past three years.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$17.73, the stock trades at a trailing P/E ratio of 73.2x. Average trailing P/E is 19x in the Real Estate industry in the US. Total loss to shareholders of 51% over the past three years.お知らせ • Apr 09Stratus Properties Inc., Annual General Meeting, May 13, 2025Stratus Properties Inc., Annual General Meeting, May 13, 2025. Location: 212 lavaca street, suite 300, tx 78701, austin United StatesReported Earnings • Mar 28Full year 2024 earnings released: EPS: US$0.24 (vs US$1.85 loss in FY 2023)Full year 2024 results: EPS: US$0.24 (up from US$1.85 loss in FY 2023). Revenue: US$54.2m (up 214% from FY 2023). Net income: US$1.96m (up US$16.8m from FY 2023). Profit margin: 3.6% (up from net loss in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 14Third quarter 2024 earnings released: US$0.045 loss per share (vs US$0.34 loss in 3Q 2023)Third quarter 2024 results: US$0.045 loss per share (improved from US$0.34 loss in 3Q 2023). Revenue: US$8.89m (up 142% from 3Q 2023). Net loss: US$364.0k (loss narrowed 87% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.New Risk • Nov 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Share price has been volatile over the past 3 months (10% average weekly change).Reported Earnings • Aug 14Second quarter 2024 earnings released: US$0.21 loss per share (vs US$0.64 loss in 2Q 2023)Second quarter 2024 results: US$0.21 loss per share (improved from US$0.64 loss in 2Q 2023). Revenue: US$8.49m (up 141% from 2Q 2023). Net loss: US$1.73m (loss narrowed 68% from 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.Board Change • May 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Director Laurie Dotter was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 09Stratus Properties Inc., Annual General Meeting, May 09, 2024Stratus Properties Inc., Annual General Meeting, May 09, 2024, at 08:30 Central Standard Time. Location: 212 Lavaca Street, Suite 300 Austin Texas United States Agenda: To elect two Class II directors;to approve, on an advisory basis, the compensation of our named executive officers;and to ratify, on an advisory basis, the appointment of our independent registered public accounting firm.Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Director Laurie Dotter was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 16Third quarter 2023 earnings released: US$0.34 loss per share (vs US$0.28 loss in 3Q 2022)Third quarter 2023 results: US$0.34 loss per share (further deteriorated from US$0.28 loss in 3Q 2022). Revenue: US$3.67m (down 63% from 3Q 2022). Net loss: US$2.84m (loss widened 21% from 3Q 2022). Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year.お知らせ • Nov 16Stratus Properties Inc. (NasdaqGS:STRS) announces an Equity Buyback for CAD 5 million worth of its shares.Stratus Properties Inc. (NasdaqGS:STRS) announces a share repurchase program. Under the program, the company will repurchase up to $5 million worth of its common stock.Reported Earnings • Aug 14Second quarter 2023 earnings released: US$0.64 loss per share (vs US$0.084 profit in 2Q 2022)Second quarter 2023 results: US$0.64 loss per share (down from US$0.084 profit in 2Q 2022). Revenue: US$3.53m (down 68% from 2Q 2022). Net loss: US$5.30m (down US$6.00m from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 16First quarter 2023 earnings released: US$0.70 loss per share (vs US$0.23 profit in 1Q 2022)First quarter 2023 results: US$0.70 loss per share (down from US$0.23 profit in 1Q 2022). Revenue: US$5.80m (up 87% from 1Q 2022). Net loss: US$5.80m (down 406% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Dec 19Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$18.88, the stock trades at a trailing P/E ratio of 2.6x. Average trailing P/E is 9x in the Real Estate industry in the US. Total loss to shareholders of 29% over the past three years.Reported Earnings • Nov 17Third quarter 2022 earnings released: US$0.28 loss per share (vs US$0.27 loss in 3Q 2021)Third quarter 2022 results: US$0.28 loss per share (further deteriorated from US$0.27 loss in 3Q 2021). Revenue: US$9.98m (up 59% from 3Q 2021). Net loss: US$2.36m (loss widened 6.2% from 3Q 2021). Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Nov 09Stratus Properties Inc. Announces Retirement of James C. Leslie from the Board of DirectorsOn November 1, 2022, in connection with the retirement of James C. Leslie from the Board of Directors of Stratus Properties Inc. After 26 years of service, Mr. Leslie, a Class II director with a term expiring at Stratus’ 2024 annual meeting of stockholders, retired from Stratus’ Board and from all Board committees on which he served, effective November 4, 2022. Mr. Leslie’s decision to retire is not due to any disagreement with Stratus.Recent Insider Transactions • Nov 05Independent Director recently sold US$733k worth of stockOn the 1st of November, James Leslie sold around 24k shares on-market at roughly US$30.50 per share. This transaction amounted to 60% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.1m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Oct 31Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$28.17, the stock trades at a trailing P/E ratio of 3.9x. Average trailing P/E is 8x in the Real Estate industry in the US. Total returns to shareholders of 13% over the past three years.お知らせ • Oct 20Stratus Properties Inc. to Report Q3, 2022 Results on Nov 14, 2022Stratus Properties Inc. announced that they will report Q3, 2022 results Pre-Market on Nov 14, 2022Recent Insider Transactions • Sep 21Independent Director recently bought US$87k worth of stockOn the 16th of September, Laurie Dotter bought around 3k shares on-market at roughly US$29.28 per share. This transaction increased Laurie's direct individual holding by 3x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold US$404k more in shares than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Sep 16Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to US$29.13, the stock trades at a trailing P/E ratio of 4.1x. Average trailing P/E is 8x in the Real Estate industry in the US. Total returns to shareholders of 18% over the past three years.Recent Insider Transactions • Sep 14Independent Director recently sold US$271k worth of stockOn the 8th of September, James Leslie sold around 8k shares on-market at roughly US$36.07 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$491k more than they bought in the last 12 months.Upcoming Dividend • Sep 09Inaugural dividend of US$4.67 per shareEligible shareholders must have bought the stock before 16 September 2022. Payment date: 29 September 2022. This is the first dividend for Stratus Properties since going public. The average dividend yield among industry peers is 2.8%.お知らせ • Sep 03+ 1 more updateStratus Properties Inc. (NasdaqGS:STRS) announces an Equity Buyback for $10 million worth of its shares.Stratus Properties Inc. (NasdaqGS:STRS) announces a share repurchase program. Under the program, the company will repurchase up to $10 million worth of its shares.Seeking Alpha • Sep 02Stratus Properties declares $4.67 special dividend, $10M buyback programStratus Properties (NASDAQ:STRS) declares $4.67/share special dividend. Payable Sept. 29; for shareholders of record Sept. 19; ex-div Sept. 16. Stratus’ Board also approved a new share repurchase program, which authorizes repurchases of up to $10M of Stratus’ common stock. See STRS Dividend Scorecard, Yield Chart, & Dividend Growth.Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: US$0.084 (vs US$1.23 loss in 2Q 2021)Second quarter 2022 results: EPS: US$0.084 (up from US$1.23 loss in 2Q 2021). Revenue: US$11.1m (down 3.9% from 2Q 2021). Net income: US$696.0k (up US$10.9m from 2Q 2021). Profit margin: 6.3% (up from net loss in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 21Stratus Properties Inc. to Report Q2, 2022 Results on Aug 15, 2022Stratus Properties Inc. announced that they will report Q2, 2022 results at 9:30 AM, US Eastern Standard Time on Aug 15, 2022Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to US$36.53, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 10x in the Real Estate industry in the US. Total returns to shareholders of 35% over the past three years.Reported Earnings • May 16First quarter 2022 earnings released: EPS: US$0.23 (vs US$1.09 in 1Q 2021)First quarter 2022 results: EPS: US$0.23 (down from US$1.09 in 1Q 2021). Revenue: US$3.10m (down 79% from 1Q 2021). Net income: US$1.90m (down 79% from 1Q 2021). Profit margin: 61% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 21Stratus Properties Inc. to Report Q1, 2022 Results on May 16, 2022Stratus Properties Inc. announced that they will report Q1, 2022 results Pre-Market on May 16, 2022お知らせ • Apr 09Stratus Properties Inc., Annual General Meeting, May 12, 2022Stratus Properties Inc., Annual General Meeting, May 12, 2022, at 08:30 Central Standard Time. Location: 310 W. 2nd Street, Suite 1A Autsin Texas United States Agenda: To consider elect three Class III directors; to approve, on an advisory basis, the compensation of named executive officers; to ratify, on an advisory basis, the appointment of independent registered public accounting firm; to adopt the 2022 stock incentive plan; and to consider other matter.Reported Earnings • Apr 01Full year 2021 earnings released: EPS: US$7.72 (vs US$2.78 loss in FY 2020)Full year 2021 results: EPS: US$7.72 (up from US$2.78 loss in FY 2020). Revenue: US$28.2m (down 54% from FY 2020). Net income: US$63.6m (up US$86.4m from FY 2020). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Recent Insider Transactions • Dec 22Independent Director recently sold US$238k worth of stockOn the 15th of December, James Leslie sold around 7k shares on-market at roughly US$35.04 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Recent Insider Transactions Derivative • Dec 20Independent Director notifies of intention to sell stockJames Leslie intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of December. If the sale is conducted around the recent share price of US$35.04, it would amount to US$238k. Since September 2021, James has owned 52.78k shares directly. There has only been one transaction (US$25k purchase) from insiders over the last 12 months.Reported Earnings • Nov 17Third quarter 2021 earnings released: US$0.46 loss per share (vs US$1.84 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: US$15.5m (up 21% from 3Q 2020). Net loss: US$3.76m (loss narrowed 75% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Reported Earnings • Aug 22Second quarter 2021 earnings released: US$1.23 loss per share (vs US$0.50 profit in 2Q 2020)The company reported a soft second quarter result with weaker earnings and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: US$11.6m (up 30% from 2Q 2020). Net loss: US$10.2m (down 346% from profit in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.お知らせ • Aug 17Stratus Properties Inc. Announces New Development Plans for Magnolia Place, an H-E-B Grocery Shadow-Anchored, Mixed-Use Project in Magnolia, TexasStratus Properties Inc. announced its new project development plans, and on August 12, 2021, completed construction financing for the first phase of development of Magnolia Place, an H-E-B, LP (“H-E-B”) grocery shadow-anchored, mixed-use project in Magnolia, Texas. Magnolia Place is currently planned to consist of 4 retail buildings totaling approximately 35,000 square feet, 5 retail pad sites to be sold or ground leased, 194 single-family lots and approximately 500 multi-family units. Earlier this month they began construction on the first phase of development, which is expected to consist of 2 retail buildings totaling approximately 19,000 square feet, all 5 pad sites, and the road, utility and drainage infrastructure necessary to support the entire development. H-E-B recently began construction on its 95,000-square-foot grocery store on an adjoining 18-acre site owned by H-E-B. Financing for the first phase of development of Magnolia Place was completed on August 12, 2021, when Magnolia East 149, L.L.C., a subsidiary of Stratus (“Magnolia East”), entered into a construction loan agreement with Veritex Community Bank, which provides for a three-year construction loan in the amount of approximately $14.8 million secured by the project. The remaining estimated project costs are being funded by equity contributed to Magnolia East by Stratus. Stratus provided a completion guaranty and 25%-limited-payment guaranty.お知らせ • Jun 28+ 6 more updatesStratus Properties Inc.(NasdaqGS:STRS) dropped from Russell 3000E Value IndexStratus Properties Inc.(NasdaqGS:STRS) dropped from Russell 3000E Value Index分析記事 • May 30We Discuss Why Stratus Properties Inc.'s (NASDAQ:STRS) CEO Compensation May Be Closely ReviewedStratus Properties Inc. ( NASDAQ:STRS ) has not performed well recently and CEO Beau Armstrong will probably need to up...Reported Earnings • May 13First quarter 2021 earnings released: EPS US$1.09 (vs US$0.13 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: US$14.5m (down 48% from 1Q 2020). Net income: US$8.94m (up US$10.0m from 1Q 2020). Profit margin: 62% (up from net loss in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Mar 10New 90-day high: US$28.25The company is up 14% from its price of US$24.79 on 09 December 2020. The American market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is flat over the same period.お知らせ • Feb 20Stratus Properties Inc. to Report Fiscal Year 2020 Results on Mar 15, 2021Stratus Properties Inc. announced that they will report fiscal year 2020 results Pre-Market on Mar 15, 2021分析記事 • Jan 29How Much Of Stratus Properties Inc. (NASDAQ:STRS) Do Insiders Own?A look at the shareholders of Stratus Properties Inc. ( NASDAQ:STRS ) can tell us which group is most powerful. Large...お知らせ • Jan 28Stratus Properties Inc. Appoints Kate B. Henriksen as an Independent Class III Director and a Member of the Nominating and Corporate Governance Committee and the Compensation CommitteeStratus Properties Inc. announced the appointment of Kate B. Henriksen to its Board of Directors (“Board”). Ms. Henriksen will serve as an independent Class III director, effective immediately, and will be up for election to the Board at the 2022 Annual Meeting of Stockholders. Ms. Henriksen will serve as a member of the Nominating and Corporate Governance Committee and the Compensation Committee. Following the appointment of Ms. Henriksen, Stratus’ Board of Directors comprises seven members, including six independent directors. Ms. Henriksen’s appointment, along with the recent appointment of Mr. Neville L. Rhone, Jr., are part of Stratus’ previously announced comprehensive review of Board composition. The review included an evaluation of, and interviews with, candidates suggested by a Stratus investor, Oasis Management Company. Kate B. Henriksen serves as Co-Chief Investment Officer of RLJ Lodging Trust (“RLJ”), where she oversees RLJ’s acquisition and disposition activities and helps develop and implement RLJ’s strategy.Is New 90 Day High Low • Jan 13New 90-day high: US$26.90The company is up 17% from its price of US$23.02 on 14 October 2020. The American market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 15% over the same period.お知らせ • Dec 19Stratus Properties Inc. Announces Appointment of Neville L. Rhone, Jr. to its Board of DirectorsStratus Properties Inc. announced the appointment of Neville L. Rhone, Jr. to its Board of Directors (“Board”). Mr. Rhone will serve as an independent Class II director, effective immediately, and will be up for election to the Board at the 2021 Annual Meeting of Stockholders. Mr. Rhone will serve as a member of the Audit Committee and the Nominating and Corporate Governance Committee. Following the appointment of Mr. Rhone, Stratus’ Board of Directors comprises six members, including five independent directors. Stratus’ Nominating and Corporate Governance Committee continues to evaluate a diverse slate of candidates and expects to recommend to the Board another independent director in the near term.分析記事 • Dec 07A Quick Analysis On Stratus Properties' (NASDAQ:STRS) CEO SalaryBeau Armstrong became the CEO of Stratus Properties Inc. ( NASDAQ:STRS ) in 1998, and we think it's a good time to look...Is New 90 Day High Low • Nov 11New 90-day high: US$25.66The company is up 27% from its price of US$20.22 on 13 August 2020. The American market is up 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Real Estate industry, which is up 44% over the same period.Reported Earnings • Nov 11Third quarter 2020 earnings released: US$1.84 loss per shareThe company reported a poor third quarter result with increased losses and weaker revenues and control over expenses. Third quarter 2020 results: Revenue: US$12.8m (down 43% from 3Q 2019). Net loss: US$15.1m (loss widened 409% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 71% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Oct 15Stratus Properties Inc. to Report Q3, 2020 Results on Nov 09, 2020Stratus Properties Inc. announced that they will report Q3, 2020 results at 9:00 AM, Eastern Standard Time on Nov 09, 2020Is New 90 Day High Low • Oct 08New 90-day high: US$23.78The company is up 26% from its price of US$18.80 on 10 July 2020. The American market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 17% over the same period.お知らせ • Sep 22Stratus Properties Inc. Announces Resignation of Ella G. Benson as Director and as A Member of the Compensation Committeeon January 11, 2017, Stratus Properties Inc. entered into a Board Representation and Standstill Agreement with Oasis Management Company Ltd., Oasis Investments II Master Fund Ltd., and Oasis Capital Partners (Texas) Inc. pursuant to which Oasis agreed to certain standstill provisions and the Company agreed to appoint Ella G. Benson, an employee of entities associated with Oasis, to the Company's Board of Directors and the Compensation Committee of the Board. On September 18, 2020, contemporaneously with Ms. Benson's resignation from the Board discussed below, Oasis delivered a termination letter to the Company, providing advance written notice that the Agreement would be terminated effective as of the close of business on September 25, 2020. Effective September 18, 2020, Ella G. Benson, Oasis' designee as a director on the Company's Board pursuant to the Agreement described above, resigned from her positions as director of the Company and as a member of the Compensation Committee of the Board, on which she served at the time of her resignation. Ms. Benson stated that her resignation was a result of disagreements regarding the strategic direction of the Company and its Board.お知らせ • Jul 18Stratus Properties Inc. to Report Q2, 2020 Results on Aug 10, 2020Stratus Properties Inc. announced that they will report Q2, 2020 results at 9:00 AM, Eastern Standard Time on Aug 10, 2020株主還元STRSUS Real EstateUS 市場7D-2.8%-3.5%-0.3%1Y54.0%-6.7%26.7%株主還元を見る業界別リターン: STRS過去 1 年間で-6.7 % の収益を上げたUS Real Estate業界を上回りました。リターン対市場: STRS過去 1 年間で26.7 % の収益を上げたUS市場を上回りました。価格変動Is STRS's price volatile compared to industry and market?STRS volatilitySTRS Average Weekly Movement4.6%Real Estate Industry Average Movement7.0%Market Average Movement7.2%10% most volatile stocks in US Market16.2%10% least volatile stocks in US Market3.2%安定した株価: STRS 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: STRSの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト199234Beau Armstrongwww.stratusproperties.com不動産会社であるストラタス・プロパティーズ・インクは、テキサス州オースティン地域およびテキサス州内のその他厳選された市場において、集合住宅および一戸建て住宅、商業用不動産の権利取得、開発、管理、リース、販売に従事している。不動産事業部門と賃貸事業部門がある。不動産賃貸事業では、商業施設、複合施設、集合住宅の賃貸を行っている。同社は以前Fm Properties Inc.として知られ、1998年5月にStratus Properties Inc.に社名変更した。ストラタス・プロパティーズ・インクは1992年に法人化され、テキサス州オースティンに本拠を置く。もっと見るStratus Properties Inc. 基礎のまとめStratus Properties の収益と売上を時価総額と比較するとどうか。STRS 基礎統計学時価総額US$234.29m収益(TTM)US$21.48m売上高(TTM)US$28.66m10.7xPER(株価収益率8.0xP/SレシオSTRS は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計STRS 損益計算書(TTM)収益US$28.66m売上原価US$28.07m売上総利益US$589.00kその他の費用-US$20.89m収益US$21.48m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益(EPS)2.69グロス・マージン2.05%純利益率74.96%有利子負債/自己資本比率41.0%STRS の長期的なパフォーマンスは?過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/21 01:11終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Stratus Properties Inc. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Elena RogovinChardan Capital Markets, LLC
Recent Insider Transactions Derivative • May 19Lead Independent Director notifies of intention to sell stockJames Joseph intends to sell 12k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of May. If the sale is conducted around the recent share price of US$29.23, it would amount to US$361k. Since September 2025, James' direct individual holding has increased from 11.99k shares to 12.34k. There has only been one transaction (US$94k sale) from insiders over the last 12 months.
Reported Earnings • May 13First quarter 2026 earnings released: EPS: US$0.83 (vs US$0.36 loss in 1Q 2025)First quarter 2026 results: EPS: US$0.83 (up from US$0.36 loss in 1Q 2025). Revenue: US$3.79m (down 25% from 1Q 2025). Net income: US$6.63m (up US$9.50m from 1Q 2025). Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 27Stratus Properties Inc., Annual General Meeting, Jun 01, 2026Stratus Properties Inc., Annual General Meeting, Jun 01, 2026. Location: 212 lavaca street,suite 300, texas -78701, austin, United States
Reported Earnings • Mar 29Full year 2025 earnings released: EPS: US$1.49 (vs US$0.24 in FY 2024)Full year 2025 results: EPS: US$1.49 (up from US$0.24 in FY 2024). Revenue: US$29.9m (down 45% from FY 2024). Net income: US$12.0m (up US$10.0m from FY 2024). Profit margin: 40% (up from 3.6% in FY 2024). Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 13Third quarter 2025 earnings released: US$0.62 loss per share (vs US$0.045 loss in 3Q 2024)Third quarter 2025 results: US$0.62 loss per share (further deteriorated from US$0.045 loss in 3Q 2024). Revenue: US$4.97m (down 44% from 3Q 2024). Net loss: US$4.98m (loss widened US$4.61m from 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: US$0.032 (vs US$0.21 loss in 2Q 2024)Second quarter 2025 results: EPS: US$0.032 (up from US$0.21 loss in 2Q 2024). Revenue: US$11.6m (up 37% from 2Q 2024). Net income: US$260.0k (up US$1.99m from 2Q 2024). Profit margin: 2.2% (up from net loss in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions Derivative • May 19Lead Independent Director notifies of intention to sell stockJames Joseph intends to sell 12k shares in the next 90 days after lodging an Intent To Sell Form on the 18th of May. If the sale is conducted around the recent share price of US$29.23, it would amount to US$361k. Since September 2025, James' direct individual holding has increased from 11.99k shares to 12.34k. There has only been one transaction (US$94k sale) from insiders over the last 12 months.
Reported Earnings • May 13First quarter 2026 earnings released: EPS: US$0.83 (vs US$0.36 loss in 1Q 2025)First quarter 2026 results: EPS: US$0.83 (up from US$0.36 loss in 1Q 2025). Revenue: US$3.79m (down 25% from 1Q 2025). Net income: US$6.63m (up US$9.50m from 1Q 2025). Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 27Stratus Properties Inc., Annual General Meeting, Jun 01, 2026Stratus Properties Inc., Annual General Meeting, Jun 01, 2026. Location: 212 lavaca street,suite 300, texas -78701, austin, United States
Reported Earnings • Mar 29Full year 2025 earnings released: EPS: US$1.49 (vs US$0.24 in FY 2024)Full year 2025 results: EPS: US$1.49 (up from US$0.24 in FY 2024). Revenue: US$29.9m (down 45% from FY 2024). Net income: US$12.0m (up US$10.0m from FY 2024). Profit margin: 40% (up from 3.6% in FY 2024). Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 13Third quarter 2025 earnings released: US$0.62 loss per share (vs US$0.045 loss in 3Q 2024)Third quarter 2025 results: US$0.62 loss per share (further deteriorated from US$0.045 loss in 3Q 2024). Revenue: US$4.97m (down 44% from 3Q 2024). Net loss: US$4.98m (loss widened US$4.61m from 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 13Second quarter 2025 earnings released: EPS: US$0.032 (vs US$0.21 loss in 2Q 2024)Second quarter 2025 results: EPS: US$0.032 (up from US$0.21 loss in 2Q 2024). Revenue: US$11.6m (up 37% from 2Q 2024). Net income: US$260.0k (up US$1.99m from 2Q 2024). Profit margin: 2.2% (up from net loss in 2Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.
Recent Insider Transactions • Jul 08Lead Independent Director recently sold US$94k worth of stockOn the 2nd of July, James Joseph sold around 5k shares on-market at roughly US$18.82 per share. This transaction amounted to 29% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
New Risk • Jun 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 11% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (12% average weekly change).
New Risk • May 15New major risk - Revenue and earnings growthEarnings have declined by 11% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 11% per year over the past 5 years.
Valuation Update With 7 Day Price Move • May 08Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$18.31, the stock trades at a trailing P/E ratio of 75.6x. Average trailing P/E is 25x in the Real Estate industry in the US. Total loss to shareholders of 44% over the past three years.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$17.73, the stock trades at a trailing P/E ratio of 73.2x. Average trailing P/E is 19x in the Real Estate industry in the US. Total loss to shareholders of 51% over the past three years.
お知らせ • Apr 09Stratus Properties Inc., Annual General Meeting, May 13, 2025Stratus Properties Inc., Annual General Meeting, May 13, 2025. Location: 212 lavaca street, suite 300, tx 78701, austin United States
Reported Earnings • Mar 28Full year 2024 earnings released: EPS: US$0.24 (vs US$1.85 loss in FY 2023)Full year 2024 results: EPS: US$0.24 (up from US$1.85 loss in FY 2023). Revenue: US$54.2m (up 214% from FY 2023). Net income: US$1.96m (up US$16.8m from FY 2023). Profit margin: 3.6% (up from net loss in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 14Third quarter 2024 earnings released: US$0.045 loss per share (vs US$0.34 loss in 3Q 2023)Third quarter 2024 results: US$0.045 loss per share (improved from US$0.34 loss in 3Q 2023). Revenue: US$8.89m (up 142% from 3Q 2023). Net loss: US$364.0k (loss narrowed 87% from 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
New Risk • Nov 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 10% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Share price has been volatile over the past 3 months (10% average weekly change).
Reported Earnings • Aug 14Second quarter 2024 earnings released: US$0.21 loss per share (vs US$0.64 loss in 2Q 2023)Second quarter 2024 results: US$0.21 loss per share (improved from US$0.64 loss in 2Q 2023). Revenue: US$8.49m (up 141% from 2Q 2023). Net loss: US$1.73m (loss narrowed 68% from 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.
Board Change • May 21Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Director Laurie Dotter was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 09Stratus Properties Inc., Annual General Meeting, May 09, 2024Stratus Properties Inc., Annual General Meeting, May 09, 2024, at 08:30 Central Standard Time. Location: 212 Lavaca Street, Suite 300 Austin Texas United States Agenda: To elect two Class II directors;to approve, on an advisory basis, the compensation of our named executive officers;and to ratify, on an advisory basis, the appointment of our independent registered public accounting firm.
Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Director Laurie Dotter was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 16Third quarter 2023 earnings released: US$0.34 loss per share (vs US$0.28 loss in 3Q 2022)Third quarter 2023 results: US$0.34 loss per share (further deteriorated from US$0.28 loss in 3Q 2022). Revenue: US$3.67m (down 63% from 3Q 2022). Net loss: US$2.84m (loss widened 21% from 3Q 2022). Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 4% per year.
お知らせ • Nov 16Stratus Properties Inc. (NasdaqGS:STRS) announces an Equity Buyback for CAD 5 million worth of its shares.Stratus Properties Inc. (NasdaqGS:STRS) announces a share repurchase program. Under the program, the company will repurchase up to $5 million worth of its common stock.
Reported Earnings • Aug 14Second quarter 2023 earnings released: US$0.64 loss per share (vs US$0.084 profit in 2Q 2022)Second quarter 2023 results: US$0.64 loss per share (down from US$0.084 profit in 2Q 2022). Revenue: US$3.53m (down 68% from 2Q 2022). Net loss: US$5.30m (down US$6.00m from profit in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 16First quarter 2023 earnings released: US$0.70 loss per share (vs US$0.23 profit in 1Q 2022)First quarter 2023 results: US$0.70 loss per share (down from US$0.23 profit in 1Q 2022). Revenue: US$5.80m (up 87% from 1Q 2022). Net loss: US$5.80m (down 406% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to US$18.88, the stock trades at a trailing P/E ratio of 2.6x. Average trailing P/E is 9x in the Real Estate industry in the US. Total loss to shareholders of 29% over the past three years.
Reported Earnings • Nov 17Third quarter 2022 earnings released: US$0.28 loss per share (vs US$0.27 loss in 3Q 2021)Third quarter 2022 results: US$0.28 loss per share (further deteriorated from US$0.27 loss in 3Q 2021). Revenue: US$9.98m (up 59% from 3Q 2021). Net loss: US$2.36m (loss widened 6.2% from 3Q 2021). Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Nov 09Stratus Properties Inc. Announces Retirement of James C. Leslie from the Board of DirectorsOn November 1, 2022, in connection with the retirement of James C. Leslie from the Board of Directors of Stratus Properties Inc. After 26 years of service, Mr. Leslie, a Class II director with a term expiring at Stratus’ 2024 annual meeting of stockholders, retired from Stratus’ Board and from all Board committees on which he served, effective November 4, 2022. Mr. Leslie’s decision to retire is not due to any disagreement with Stratus.
Recent Insider Transactions • Nov 05Independent Director recently sold US$733k worth of stockOn the 1st of November, James Leslie sold around 24k shares on-market at roughly US$30.50 per share. This transaction amounted to 60% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.1m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Oct 31Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$28.17, the stock trades at a trailing P/E ratio of 3.9x. Average trailing P/E is 8x in the Real Estate industry in the US. Total returns to shareholders of 13% over the past three years.
お知らせ • Oct 20Stratus Properties Inc. to Report Q3, 2022 Results on Nov 14, 2022Stratus Properties Inc. announced that they will report Q3, 2022 results Pre-Market on Nov 14, 2022
Recent Insider Transactions • Sep 21Independent Director recently bought US$87k worth of stockOn the 16th of September, Laurie Dotter bought around 3k shares on-market at roughly US$29.28 per share. This transaction increased Laurie's direct individual holding by 3x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold US$404k more in shares than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Sep 16Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to US$29.13, the stock trades at a trailing P/E ratio of 4.1x. Average trailing P/E is 8x in the Real Estate industry in the US. Total returns to shareholders of 18% over the past three years.
Recent Insider Transactions • Sep 14Independent Director recently sold US$271k worth of stockOn the 8th of September, James Leslie sold around 8k shares on-market at roughly US$36.07 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$491k more than they bought in the last 12 months.
Upcoming Dividend • Sep 09Inaugural dividend of US$4.67 per shareEligible shareholders must have bought the stock before 16 September 2022. Payment date: 29 September 2022. This is the first dividend for Stratus Properties since going public. The average dividend yield among industry peers is 2.8%.
お知らせ • Sep 03+ 1 more updateStratus Properties Inc. (NasdaqGS:STRS) announces an Equity Buyback for $10 million worth of its shares.Stratus Properties Inc. (NasdaqGS:STRS) announces a share repurchase program. Under the program, the company will repurchase up to $10 million worth of its shares.
Seeking Alpha • Sep 02Stratus Properties declares $4.67 special dividend, $10M buyback programStratus Properties (NASDAQ:STRS) declares $4.67/share special dividend. Payable Sept. 29; for shareholders of record Sept. 19; ex-div Sept. 16. Stratus’ Board also approved a new share repurchase program, which authorizes repurchases of up to $10M of Stratus’ common stock. See STRS Dividend Scorecard, Yield Chart, & Dividend Growth.
Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: US$0.084 (vs US$1.23 loss in 2Q 2021)Second quarter 2022 results: EPS: US$0.084 (up from US$1.23 loss in 2Q 2021). Revenue: US$11.1m (down 3.9% from 2Q 2021). Net income: US$696.0k (up US$10.9m from 2Q 2021). Profit margin: 6.3% (up from net loss in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 21Stratus Properties Inc. to Report Q2, 2022 Results on Aug 15, 2022Stratus Properties Inc. announced that they will report Q2, 2022 results at 9:30 AM, US Eastern Standard Time on Aug 15, 2022
Valuation Update With 7 Day Price Move • Jun 09Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to US$36.53, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 10x in the Real Estate industry in the US. Total returns to shareholders of 35% over the past three years.
Reported Earnings • May 16First quarter 2022 earnings released: EPS: US$0.23 (vs US$1.09 in 1Q 2021)First quarter 2022 results: EPS: US$0.23 (down from US$1.09 in 1Q 2021). Revenue: US$3.10m (down 79% from 1Q 2021). Net income: US$1.90m (down 79% from 1Q 2021). Profit margin: 61% (in line with 1Q 2021). Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 21Stratus Properties Inc. to Report Q1, 2022 Results on May 16, 2022Stratus Properties Inc. announced that they will report Q1, 2022 results Pre-Market on May 16, 2022
お知らせ • Apr 09Stratus Properties Inc., Annual General Meeting, May 12, 2022Stratus Properties Inc., Annual General Meeting, May 12, 2022, at 08:30 Central Standard Time. Location: 310 W. 2nd Street, Suite 1A Autsin Texas United States Agenda: To consider elect three Class III directors; to approve, on an advisory basis, the compensation of named executive officers; to ratify, on an advisory basis, the appointment of independent registered public accounting firm; to adopt the 2022 stock incentive plan; and to consider other matter.
Reported Earnings • Apr 01Full year 2021 earnings released: EPS: US$7.72 (vs US$2.78 loss in FY 2020)Full year 2021 results: EPS: US$7.72 (up from US$2.78 loss in FY 2020). Revenue: US$28.2m (down 54% from FY 2020). Net income: US$63.6m (up US$86.4m from FY 2020). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Recent Insider Transactions • Dec 22Independent Director recently sold US$238k worth of stockOn the 15th of December, James Leslie sold around 7k shares on-market at roughly US$35.04 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Recent Insider Transactions Derivative • Dec 20Independent Director notifies of intention to sell stockJames Leslie intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of December. If the sale is conducted around the recent share price of US$35.04, it would amount to US$238k. Since September 2021, James has owned 52.78k shares directly. There has only been one transaction (US$25k purchase) from insiders over the last 12 months.
Reported Earnings • Nov 17Third quarter 2021 earnings released: US$0.46 loss per share (vs US$1.84 loss in 3Q 2020)The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: US$15.5m (up 21% from 3Q 2020). Net loss: US$3.76m (loss narrowed 75% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 22Second quarter 2021 earnings released: US$1.23 loss per share (vs US$0.50 profit in 2Q 2020)The company reported a soft second quarter result with weaker earnings and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: US$11.6m (up 30% from 2Q 2020). Net loss: US$10.2m (down 346% from profit in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 17Stratus Properties Inc. Announces New Development Plans for Magnolia Place, an H-E-B Grocery Shadow-Anchored, Mixed-Use Project in Magnolia, TexasStratus Properties Inc. announced its new project development plans, and on August 12, 2021, completed construction financing for the first phase of development of Magnolia Place, an H-E-B, LP (“H-E-B”) grocery shadow-anchored, mixed-use project in Magnolia, Texas. Magnolia Place is currently planned to consist of 4 retail buildings totaling approximately 35,000 square feet, 5 retail pad sites to be sold or ground leased, 194 single-family lots and approximately 500 multi-family units. Earlier this month they began construction on the first phase of development, which is expected to consist of 2 retail buildings totaling approximately 19,000 square feet, all 5 pad sites, and the road, utility and drainage infrastructure necessary to support the entire development. H-E-B recently began construction on its 95,000-square-foot grocery store on an adjoining 18-acre site owned by H-E-B. Financing for the first phase of development of Magnolia Place was completed on August 12, 2021, when Magnolia East 149, L.L.C., a subsidiary of Stratus (“Magnolia East”), entered into a construction loan agreement with Veritex Community Bank, which provides for a three-year construction loan in the amount of approximately $14.8 million secured by the project. The remaining estimated project costs are being funded by equity contributed to Magnolia East by Stratus. Stratus provided a completion guaranty and 25%-limited-payment guaranty.
お知らせ • Jun 28+ 6 more updatesStratus Properties Inc.(NasdaqGS:STRS) dropped from Russell 3000E Value IndexStratus Properties Inc.(NasdaqGS:STRS) dropped from Russell 3000E Value Index
分析記事 • May 30We Discuss Why Stratus Properties Inc.'s (NASDAQ:STRS) CEO Compensation May Be Closely ReviewedStratus Properties Inc. ( NASDAQ:STRS ) has not performed well recently and CEO Beau Armstrong will probably need to up...
Reported Earnings • May 13First quarter 2021 earnings released: EPS US$1.09 (vs US$0.13 loss in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: US$14.5m (down 48% from 1Q 2020). Net income: US$8.94m (up US$10.0m from 1Q 2020). Profit margin: 62% (up from net loss in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Mar 10New 90-day high: US$28.25The company is up 14% from its price of US$24.79 on 09 December 2020. The American market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is flat over the same period.
お知らせ • Feb 20Stratus Properties Inc. to Report Fiscal Year 2020 Results on Mar 15, 2021Stratus Properties Inc. announced that they will report fiscal year 2020 results Pre-Market on Mar 15, 2021
分析記事 • Jan 29How Much Of Stratus Properties Inc. (NASDAQ:STRS) Do Insiders Own?A look at the shareholders of Stratus Properties Inc. ( NASDAQ:STRS ) can tell us which group is most powerful. Large...
お知らせ • Jan 28Stratus Properties Inc. Appoints Kate B. Henriksen as an Independent Class III Director and a Member of the Nominating and Corporate Governance Committee and the Compensation CommitteeStratus Properties Inc. announced the appointment of Kate B. Henriksen to its Board of Directors (“Board”). Ms. Henriksen will serve as an independent Class III director, effective immediately, and will be up for election to the Board at the 2022 Annual Meeting of Stockholders. Ms. Henriksen will serve as a member of the Nominating and Corporate Governance Committee and the Compensation Committee. Following the appointment of Ms. Henriksen, Stratus’ Board of Directors comprises seven members, including six independent directors. Ms. Henriksen’s appointment, along with the recent appointment of Mr. Neville L. Rhone, Jr., are part of Stratus’ previously announced comprehensive review of Board composition. The review included an evaluation of, and interviews with, candidates suggested by a Stratus investor, Oasis Management Company. Kate B. Henriksen serves as Co-Chief Investment Officer of RLJ Lodging Trust (“RLJ”), where she oversees RLJ’s acquisition and disposition activities and helps develop and implement RLJ’s strategy.
Is New 90 Day High Low • Jan 13New 90-day high: US$26.90The company is up 17% from its price of US$23.02 on 14 October 2020. The American market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 15% over the same period.
お知らせ • Dec 19Stratus Properties Inc. Announces Appointment of Neville L. Rhone, Jr. to its Board of DirectorsStratus Properties Inc. announced the appointment of Neville L. Rhone, Jr. to its Board of Directors (“Board”). Mr. Rhone will serve as an independent Class II director, effective immediately, and will be up for election to the Board at the 2021 Annual Meeting of Stockholders. Mr. Rhone will serve as a member of the Audit Committee and the Nominating and Corporate Governance Committee. Following the appointment of Mr. Rhone, Stratus’ Board of Directors comprises six members, including five independent directors. Stratus’ Nominating and Corporate Governance Committee continues to evaluate a diverse slate of candidates and expects to recommend to the Board another independent director in the near term.
分析記事 • Dec 07A Quick Analysis On Stratus Properties' (NASDAQ:STRS) CEO SalaryBeau Armstrong became the CEO of Stratus Properties Inc. ( NASDAQ:STRS ) in 1998, and we think it's a good time to look...
Is New 90 Day High Low • Nov 11New 90-day high: US$25.66The company is up 27% from its price of US$20.22 on 13 August 2020. The American market is up 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Real Estate industry, which is up 44% over the same period.
Reported Earnings • Nov 11Third quarter 2020 earnings released: US$1.84 loss per shareThe company reported a poor third quarter result with increased losses and weaker revenues and control over expenses. Third quarter 2020 results: Revenue: US$12.8m (down 43% from 3Q 2019). Net loss: US$15.1m (loss widened 409% from 3Q 2019). Over the last 3 years on average, earnings per share has fallen by 71% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 15Stratus Properties Inc. to Report Q3, 2020 Results on Nov 09, 2020Stratus Properties Inc. announced that they will report Q3, 2020 results at 9:00 AM, Eastern Standard Time on Nov 09, 2020
Is New 90 Day High Low • Oct 08New 90-day high: US$23.78The company is up 26% from its price of US$18.80 on 10 July 2020. The American market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 17% over the same period.
お知らせ • Sep 22Stratus Properties Inc. Announces Resignation of Ella G. Benson as Director and as A Member of the Compensation Committeeon January 11, 2017, Stratus Properties Inc. entered into a Board Representation and Standstill Agreement with Oasis Management Company Ltd., Oasis Investments II Master Fund Ltd., and Oasis Capital Partners (Texas) Inc. pursuant to which Oasis agreed to certain standstill provisions and the Company agreed to appoint Ella G. Benson, an employee of entities associated with Oasis, to the Company's Board of Directors and the Compensation Committee of the Board. On September 18, 2020, contemporaneously with Ms. Benson's resignation from the Board discussed below, Oasis delivered a termination letter to the Company, providing advance written notice that the Agreement would be terminated effective as of the close of business on September 25, 2020. Effective September 18, 2020, Ella G. Benson, Oasis' designee as a director on the Company's Board pursuant to the Agreement described above, resigned from her positions as director of the Company and as a member of the Compensation Committee of the Board, on which she served at the time of her resignation. Ms. Benson stated that her resignation was a result of disagreements regarding the strategic direction of the Company and its Board.
お知らせ • Jul 18Stratus Properties Inc. to Report Q2, 2020 Results on Aug 10, 2020Stratus Properties Inc. announced that they will report Q2, 2020 results at 9:00 AM, Eastern Standard Time on Aug 10, 2020