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FRP Holdings, Inc. reported a net loss attributable to the company of $(259,000), or $(0.01) per share, for the quarter ended June 30, 2026, compared with net income of $578,000, or $0.03 per share, a year earlier. For the first six months, the company posted a net loss attributable to the company of $(946,000) versus income of $2,288,000 in 2025.
Total revenues grew modestly to $11.1 million for the quarter and $21.7 million year‑to‑date, as double‑digit growth in Mining Royalty Lands offset lower lease revenue and higher general and administrative expenses. Pro rata net operating income was $9.4 million in the quarter and $18.2 million year‑to‑date, down 3–4% from 2025, driven by weaker occupancy and higher costs in the Multifamily and Industrial and Commercial segments.
The Mining Royalty Lands segment increased net operating income by 12.4% in the quarter, supported by a 6.8% rise in royalty tons and a 5.4% increase in royalty revenue per ton. Industrial and Commercial net operating income fell 39% as the Maryland warehouse portfolio operated at 49.4% leased, while Multifamily pro rata NOI declined 8.9% on softer Washington, D.C. performance. Cash, cash equivalents and restricted cash were $100,975,000, with total notes payable of $214,618,000 and $38,590,000 available under a $50 million revolving credit facility.
FRP Holdings, Inc. reported fiscal Q2 2026 results with a net loss attributable to the company of $0.3 million, or $(0.01) per share, compared with net income of $0.6 million, or $0.03 per share, a year earlier. Total revenues rose 2.1% to $11.1 million, but pro rata NOI edged down to $9.4 million from $9.7 million as higher general and administrative costs and lower investment income outweighed growth in mining royalties.
Multifamily pro rata NOI declined 9% to $4.3 million, with portfolio occupancy slipping to 93.2% from 94.1%, led by softer Washington, D.C. assets, while Greenville properties maintained occupancy above 95%. Industrial and Commercial NOI fell 39% to $0.6 million, and occupancy in the Maryland portfolio (excluding Chelsea) dropped to 69.9% from 77.9%, making leasing this space a key near-term focus. In contrast, Mining Royalty NOI increased 12% to $4.1 million on 6.8% higher volumes and 5.4% higher revenue per ton, sustaining operating margins above 90%.
For the first six months of 2026, FRP recorded a net loss of $0.9 million, or $(0.05) per share, versus net income of $2.3 million in the prior-year period, as pro rata NOI decreased 4% to $18.2 million. Mining royalties grew 14% year-to-date, and the Altman Logistics platform contributed $358,000 of joint venture management fee revenue, while G&A rose $2.3 million, or 42.3%, driven by personnel, audit, legal and integration costs.
Surface John S reported acquisition or exercise transactions in this Form 4 filing.
FRP Holdings, Inc. director equity grant
Director John S. Surface received a grant of 4,671 shares of FRP Holdings common stock on May 14, 2026, valued at $21.41 per share, as part of the company's director compensation arrangements. Following this award, he directly holds 17,599 common shares.
STEIN MARTIN E JR reported acquisition or exercise transactions in this Form 4 filing.
FRP Holdings director Martin E. Stein Jr. reported a stock award of 4,671 shares of common stock at $21.41 per share under the company’s director compensation arrangements. After this grant, he directly holds 146,720 shares. Indirectly, a partnership in which he owns a 16.175% interest holds 241,800 shares, with beneficial ownership disclaimed except for his pecuniary interest.
McAfee Matthew reported acquisition or exercise transactions in this Form 4 filing.
FRP Holdings, Inc. director Matthew McAfee reported receiving a grant of 4,671 shares of Common Stock on May 14, 2026. The shares were awarded under the company's director compensation arrangements, meaning this is compensation-related rather than an open-market purchase.
Following the award, McAfee directly holds 11,547 shares of FRP Holdings common stock. This filing reflects a routine equity grant that increases his direct ownership stake and further aligns his compensation with the company’s stock performance.
Wetherbee Margaret B. reported acquisition or exercise transactions in this Form 4 filing.
FRP Holdings director Margaret B. Wetherbee reported an equity award of 4,671 shares of Common Stock at $21.41 per share, received as part of the company’s director compensation arrangements. This is a compensation-related share grant, not an open‑market purchase.
Following the award, she directly holds 133,861 common shares. The filing also reports 221,736 common shares held indirectly through a trust for the benefit of Edward L. Baker and Margaret B. Wetherbee, where she serves as co‑trustee and beneficiary.
WALTON WILLIAM H III reported acquisition or exercise transactions in this Form 4 filing.
FRP Holdings, Inc. director William H. Walton III received a grant of 4,671 shares of common stock on May 14, 2026 at $21.41 per share under the company’s director compensation arrangements, bringing his directly held stake to 53,387 shares after the award.
Thomas Nicole B. reported acquisition or exercise transactions in this Form 4 filing.
FRP Holdings, Inc. director Nicole B. Thomas received a grant of 4,671 shares of Common Stock on May 14 as part of the company’s director compensation arrangements. The shares were valued at $21.41 per share for the award. Following this equity grant, Thomas directly holds 17,599 shares of FRP Holdings common stock.
FRP Holdings, Inc. reported that its Audit Committee completed a competitive process to select the independent registered public accounting firm for the fiscal year ending December 31, 2026, appointing Forvis Mazars, LLP and having this choice ratified by the Board. As a result, Baker Tilly US, LLP, which had served as auditor since May 2025, was dismissed effective May 15, 2026.
The company states that Baker Tilly’s audit report on the 2025 financial statements was unqualified and that there were no disagreements or reportable events under Item 304 of Regulation S-K through May 15, 2026. FRP also notes that while Forvis Mazars previously provided tax provision, valuation, and technical accounting advisory services for 2025 periods audited by the predecessor auditor, management retained responsibility for related decisions and oversight.
FRP Holdings reported a first-quarter 2026 net loss of $0.7 million, or $0.04 per share, compared with net income of $1.7 million, or $0.09 per share, a year earlier. Total revenue rose slightly to $10.6 million from $10.3 million, as higher mining royalties and new joint venture management fees offset lower lease revenue.
Operating profit fell to $0.5 million from $2.3 million, driven by a 58.5% increase in general and administrative expenses to $4.1 million, largely tied to the Altman Logistics acquisition, and weaker performance in the multifamily and industrial segments. Pro rata net operating income declined 5% to $8.9 million, with multifamily NOI down 12% and industrial/commercial NOI down 33% on lower occupancy and higher costs.
The mining royalty lands segment remained a bright spot, with revenue up 15% to $3.7 million and NOI up 15% as royalty tons rose 7.9% and royalty revenue per ton increased 6.5%. FRP continues to invest heavily in development, using $17.9 million for properties and joint ventures in the quarter, while cash, cash equivalents and restricted cash increased to $107.9 million and total debt rose to $203.9 million.