FRP Holdings, Inc.

NasdaqGS:FRPH 주식 리포트

시가총액: US$468.9m

FRP Holdings 경영진

경영진 기준 점검 4/4

FRP Holdings CEO는 John Baker, May2024 에 임명되었습니다 의 임기는 2.08 년입니다. 총 연간 보상은 $1.18M, 34.8% 급여 및 65.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $8.55M 가치에 해당하는 회사 주식의 1.82% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.1 년과 4.2 년입니다.

핵심 정보

John Baker

최고경영자

US$1.2m

총 보수

CEO 급여 비율34.79%
CEO 재임 기간2.1yrs
CEO 지분 보유율1.8%
경영진 평균 재임 기간2.1yrs
이사회 평균 재임 기간4.2yrs

최근 경영진 업데이트

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
분석 기사 • 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
분석 기사 • 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...
분석 기사 • 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.
분석 기사 • 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...
분석 기사 • 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...

CEO 보수 분석

John Baker의 보수는 FRP Holdings의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: John의 총 보수(USD1.18M)는 US 시장에서 비슷한 규모 기업의 평균(USD2.46M)보다 낮습니다.

보상과 수익: John의 보상은 지난 1년 동안 회사 실적과 일치했습니다.

CEO

John Baker (40 yo)

2.1yrs
재임 기간
US$1,181,300
보수

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....

리더십 팀

이름직위재임 기간보수지분
John Baker
Executive Chairman40.4yrsUS$194.24k17.4%
$ 81.6m
John Baker
CEO & Director2.1yrsUS$1.18m1.82%
$ 8.5m
David deVilliers
COO & President2.1yrsUS$1.23m0.36%
$ 1.7m
Matthew McNulty
CFO & Treasurer2.1yrsUS$872.51k0.20%
$ 956.5k
Mark Levy
Chief Investment Officerno data데이터 없음데이터 없음
John Klopfenstein
Chief Accounting Officer & Controller23.3yrsUS$183.23k0.19%
$ 873.2k
John Milton
Executive VP18.4yrsUS$294.78k데이터 없음
Justin Dunn
Managing Director of Operations & Developmentno data데이터 없음데이터 없음
2.1yrs
평균 재임 기간
57.5yo
평균 나이

경험이 풍부한 관리: FRPH의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.1 년).

이사회 구성원

이름직위재임 기간보수지분
John Baker
Executive Chairman40.4yrsUS$194.24k17.4%
$ 81.6m
John Baker
CEO & Director2.1yrsUS$1.18m1.82%
$ 8.5m
David deVilliers
Vice Chairman of the Board & Advisor2.3yrsUS$718.32k0.48%
$ 2.3m
William Walton
Independent Director11.3yrsUS$138.01k0.28%
$ 1.3m
Martin Stein
Independent Director34.4yrsUS$138.01k0.77%
$ 3.6m
John Surface
Independent Director4.2yrsUS$143.01k0.092%
$ 430.5k
Margaret Wetherbee
Director7.1yrsUS$128.01k0.70%
$ 3.3m
Nicole Thomas
Independent Director4.2yrsUS$138.01k0.092%
$ 430.5k
Matthew McAfee
Lead Independent Director2.3yrsUS$139.51k0.060%
$ 282.4k
4.2yrs
평균 재임 기간
58yo
평균 나이

경험이 풍부한 이사회: FRPH의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4.2 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/26 02:42
종가2026/06/26 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

FRP Holdings, Inc.는 3명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
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