Chief Financial Officer Paul Richards of NexPoint Residential Trust (NYSE: NXRT) disclosed two separate purchases of the company's common shares on March 19 and March 20, 2026. Together the acquisitions total $42,037 and were executed at transaction prices between $24.11 and $24.81 per share. At the time of reporting, the stock was trading at $25.09 and is down 15% year-to-date, while InvestingPro analysis cited in filings indicates the company may be undervalued at current market levels.
On March 19, Richards bought 1,500 shares in multiple tranches at prices ranging from $24.62 to $24.93. He followed with a further purchase on March 20 of 200 shares at $24.11 per share. After these transactions, Richards directly owns 30,559 shares. He also retains an indirect holding of 3,788 shares through a 401(k) plan.
The stock carries an 8.4% dividend yield, a figure the disclosure notes could be a factor encouraging insider accumulation. The same InvestingPro material referenced in the regulatory filing also advertises six additional tips about NXRT's financial condition and valuation for subscribers.
Recent financial results and analyst response
NexPoint Residential Trust reported fourth-quarter 2025 results that included a net loss of $10.3 million, or $0.41 per share. That loss exceeded analyst expectations, which had been for a $0.348 per-share loss, producing a negative earnings surprise of 17.82%. Revenue for the quarter was $62.1 million, below the consensus forecast of $62.84 million.
Following the public release of the quarter's results, Truist Securities adjusted its outlook by lowering the firm's price target on NexPoint Residential Trust to $27 from $30, while keeping a Hold rating on the shares. In its note, Truist attributed the adjustment to expense pressures and softer U.S. employment trends impacting the REIT's underlying fundamentals.
Citizens, by contrast, reiterated a Market Perform rating. In its commentary, Citizens pointed to NexPoint's Core FFO of $0.65 per share, noting that figure matched both the firm’s internal estimate and the consensus estimate.
Context for investors
The combination of recent insider purchases, a high dividend yield, and mixed analyst reactions presents a multifaceted view of NexPoint Residential Trust's current standing. The insider buying increases the CFO's direct exposure, while the earnings and revenue misses and the subsequent analyst actions underscore near-term operational pressures reported by the company.
Where available, investors may weigh the disclosed insider activity alongside the company's financial results and the differing analyst assessments when assessing NXRT's risk-reward profile.