Five Point Holdings LLC Class A (FPH)

In the past six months, Five Point Holdings reported record net income for Q4 2025, leading to a stock increase. The company planned a senior notes offering to refinance debt and expanded its revolving credit facility. Moody's Ratings upgraded the company's corporate family rating. An insider, Kim Tobler, sold shares of company stock.

Demand for Five Point Holdings LLC's residential products and services exhibits seasonality. A decrease in sales in the Great Park Neighborhoods was attributed to seasonality and a reduction in available home supply as existing collections sold out. The company plans to open additional programs later in 2026 to ensure a variety of housing options are available.

Five Point Holdings LLC is a real estate development company focused on acquiring and developing mixed-use, master-planned communities. The company operates in the Real Estate sector, specifically in the Real Estate—Development industry. Its major products include the development and sale of residential and commercial land sites, and it also operates and owns commercial properties and provides development and property management services.

Five Point Holdings LLC's geographic footprint is concentrated in coastal California, focusing on primary markets within the state. The company owns and manages significant mixed-use communities in three key California markets: Great Park Neighborhoods in Irvine, Valencia in Los Angeles County, and The San Francisco Shipyard and Candlestick Point in San Francisco.

The upgrade of Five Point Holdings, LLC's corporate family rating to B2 from B3 by Moody's Ratings in September 2025 can be considered a positive development for the company's financial standing and overall reputation. No specific negative events significantly affecting the company's brand reputation in the past year were found in the search results.

The ownership structure of Five Point Holdings LLC is a mix of institutional, retail, and individual investors. Approximately 38.09% of the stock is held by institutions. Insiders hold 21.49% of the company's stock.