FCPT

Four Corners Property Trust, Inc.

NYSE · Real Estate Investment Trusts · Inc. MD · CIK 0001650132
$24.70 +3.17% $2.6B
Insider Buying Cluster (3 insiders)High Impact Filing (7/10)
Vol
Market Cap$2.6B
Cap SizeMid Cap
Analyst ConsensusBuy (60%)
Inst. Holders7 funds
Inst. Value$642.7M
Inst. Activity0 buys / 2 sells
Insider Activity3B / 2S
Insider Net $$317.3K
SEC Reports3
Exchange NYSE·Sector Real Estate Investment Trusts·Inc. MD·CIK 0001650132·Prev Close $23.94

Recent Activity

Jun 1, 2026 SEC
FCPT announced a definitive agreement to acquire up to 102 Mission Pet Health veterinary properties for up to $268 milli
8-K — Impact 7/10
May 5, 2026 Insider
Lenehan William H bought 3,961 shares
President and CEO @ $25.23 ($99.9K)
Apr 29, 2026 SEC
FCPT reported Q1 2026 results with AFFO per share of $0.45 (beat $0.42 consensus by 7.1%) and total revenue of $78.2M (b
8-K — Impact 5/10
Apr 29, 2026 earnings_calendar
FCPT Q1 2026 Earnings After Market Close — 2026-04-29
Apr 15, 2026 Insider
Stewart Niccole sold 112 shares
Chief Accounting Officer @ $0.00 ($0.00)
Apr 15, 2026 Insider
Jemley Charles sold 592 shares
Director @ $0.00 ($0.00)
Mar 16, 2026 SEC
Chief Accounting Officer Stewart Niccole sold $63,018 worth of FCPT shares in a single open-market transaction. The sale
CLUSTER — Impact 3/10
Inst.
UBS Group AG — TRIM
130,840 shares ($3.2M)

Price Targets

$28.22 +14.3% upside Buy
Current $24.70 Low $26.00 Median $28.00 High $30.00 9 analysts
$26.00 $30.00

Analyst Ratings

Buy60% buy · 15 analysts
3Strong Buy
6Buy
6Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 1, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight
Apr 21, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
Apr 17, 2026 BMO Capital INITIATE Market Perform
Mar 25, 2026 Citizens UPGRADE Market Perform → Market Outperform
Mar 17, 2026 Evercore ISI Group MAINTAIN In-Line → In-Line

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.30 ▼ -7.0% $0.28 — $0.32 6% YoY 3
Next Q $0.30 ▼ -7.3% $0.28 — $0.32 6% YoY 3
Current FY $1.17 ▼ -4.6% $1.13 — $1.23 8% YoY 3
Next FY $1.25 ▲ +3.4% $1.17 — $1.30 6% YoY 3

Latest Reports

BULLISH 8-K 7/10
FCPT announced a definitive agreement to acquire up to 102 Mission Pet Health veterinary properties for up to $268 milli
Jun 1, 2026
NEUTRAL 8-K 5/10
FCPT reported Q1 2026 results with AFFO per share of $0.45 (beat $0.42 consensus by 7.1%) and total revenue of $78.2M (b
Apr 29, 2026

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$278.0M—
FMR LLC$223.4M—
CHARLES SCHWAB INVESTMENT MANAGEMENT$43.5MNEW
MORGAN STANLEY$33.5MADD
BANK OF AMERICA CORP$28.1M—

Recent Insider Trades

DateInsiderTypeValue
May 5, 2026Lenehan WilliamBUY$99.9K
Apr 15, 2026Stewart NiccoleJ$0.00
Apr 15, 2026Jemley CharlesJ$0.00
Apr 15, 2026Wernig PatrickJ$0.00
Apr 15, 2026HANSEN DOUGLASJ$0.00
7 institutional holders with $642.7M total value (27,871,388 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, CHARLES.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC12,057,364$278.0M43.3%—
2FMR LLC9,687,126$223.4M34.8%—
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,887,785$43.5M6.8%NEW
4MORGAN STANLEY1,451,436$33.5M5.2%ADD +76.0%
5BANK OF AMERICA CORP /DE/1,220,490$28.1M4.4%—
6TWO SIGMA INVESTMENTS, LP1,082,952$25.0M3.9%ADD +36.4%
7WELLS FARGO & COMPANY/MN484,235$11.2M1.7%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
UBS Group AGTRIM522,071130,840-74.9%$3.2M2025-Q3
NORGES BANKEXIT86,1140-100.0%$0.002025-Q3
TWO SIGMA INVESTMENTS, LPADD725,922990,184+36.4%$26.6M2025-Q2
NORGES BANKNEW—86,114—$2.3M2025-Q2
TWO SIGMA INVESTMENTS, LPADD373,709725,922+94.2%$20.8M2025-Q1
UBS Group AGDOUBLED163,474630,622+285.8%$18.1M2025-Q1
CITADEL ADVISORS LLCDOUBLED79,500262,083+229.7%$7.5M2025-Q1
NORGES BANKEXIT267,2890-100.0%$0.002025-Q1
UBS Group AGDOUBLED47,931163,474+241.1%$4.4M2024-Q4
CITADEL ADVISORS LLCDOUBLED29,16579,500+172.6%$2.2M2024-Q4
MORGAN STANLEYADD925,0191,627,862+76.0%$47.7M2024-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW—1,518,075—$44.5M2024-Q3
11 unique insiders with 5 transactions. Net insider value: $317.3K ($400.3K bought, $83.0K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 5, 2026Lenehan William HPresident and CEOBUY3,961$25.23$99.9K
Apr 15, 2026Stewart NiccoleChief Accounting OfficerJ112$0.00$0.00
Apr 15, 2026Jemley CharlesDirectorJ592$0.00$0.00
Apr 15, 2026Wernig Patrick L.Chief Financial OfficerJ862$0.00$0.00
Apr 15, 2026HANSEN DOUGLAS BDirectorJ104$0.00$0.00
Apr 15, 2026Ogilvie Marran H.DirectorJ765$0.00$0.00
Apr 15, 2026Tennican ElizabethDirectorJ409$0.00$0.00
Apr 15, 2026Jesuele Barbara Angelica FaylonaDirectorJ245$0.00$0.00
Apr 15, 2026Steele Toni SDirectorJ331$0.00$0.00
Apr 15, 2026Lenehan William HPresident and CEOJ98$0.00$0.00
Apr 15, 2026Brat James LChief Operations OfficerJ244$0.00$0.00
Apr 15, 2026Friedland Michael LawrenceDirectorJ14$0.00$0.00
Apr 1, 2026Friedland Michael LawrenceDirectorA959$0.00$0.00
Mar 13, 2026Stewart NiccoleChief Accounting OfficerSELL2,427$25.97$63.0K
Mar 11, 2026Lenehan William HPresident and CEOBUY3,924$25.45$99.8K
Mar 6, 2026Lenehan William HPresident and CEOBUY7,865$25.49$200.5K
Feb 17, 2026Steele Toni SDirectorSELL815$24.49$20.0K
3 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 5.0/10.
BULLISH 8-K 7/10
FCPT announced a definitive agreement to acquire up to 102 Mission Pet Health veterinary properties
Jun 1, 2026
NEUTRAL 8-K 5/10
FCPT reported Q1 2026 results with AFFO per share of $0.45 (beat $0.42 consensus by 7.1%) and total
Apr 29, 2026
NEUTRAL CLUSTER 3/10
Chief Accounting Officer Stewart Niccole sold $63,018 worth of FCPT shares in a single open-market t
Mar 16, 2026
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No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (60% buy). Based on 15 analysts: 3 strong buy, 6 buy, 6 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$28.22 mean target +14.3% upside Buy (2.33)
$26.00 Low $30.00 High
MetricValue
Current Price$24.70
Target Low$26.00
Target Mean$28.22
Target Median$28.00
Target High$30.00
# Analysts9
RecommendationBuy (2.33)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.30 $0.28 $0.32 6.3% -7.0% 0↑ 2↓ $0.1B 6.3% 3
Next Q
2026-09-30
 $0.30 $0.28 $0.32 6.0% -7.3% 0↑ 2↓ $0.1B 7.4% 3
Current FY
2026-12-31
 $1.17 $1.13 $1.23 7.7% -4.6% 0↑ 3↓ $0.3B 7.1% 3
Next FY
2027-12-31
 $1.25 $1.17 $1.30 6.2% +3.4% 2↑ 1↓ $0.3B 7.3% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.298
7d ago$0.296+0.002
30d ago$0.320-0.022
60d ago$0.300-0.002
90d ago$0.320-0.022
6 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 1, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 21, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Apr 17, 2026 BMO Capital INITIATE — Market Perform
Mar 25, 2026 Citizens UPGRADE Market Perform Market Outperform
Mar 17, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Mar 17, 2026 Raymond James MAINTAIN Outperform Outperform
Dec 15, 2025 Evercore ISI Group MAINTAIN In-Line In-Line

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263660060%
May 1, 20263660060%
Apr 1, 20263650064%
Mar 1, 20263560057%
Feb 1, 20263560057%
Jan 1, 20263570053%
Strong BuyBuyHoldSellStrong Sell
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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 29, 2026
earnings_calendar
FCPT Q1 2026 Earnings After Market Close — 2026-04-29
Apr 8, 2026
short_volume
Short Volume: FCPT — 81.4% short (1.0M / 1.2M)
Short: 977,277 | Exempt: 200 | TRF Vol: 1,201,237 | Short Ratio: 81.4% | Off-exchange volume (dark pool + OTC)