Insider Trading February 25, 2026

Farmland Partners Director Executes $19,776 Stock Sale; Company Posts Strong Q4 2025 Results

Insider sale made under a pre-arranged 10b5-1 plan as the shares trade near a 52-week high and analysts flag valuation concerns

By Derek Hwang FPI
Farmland Partners Director Executes $19,776 Stock Sale; Company Posts Strong Q4 2025 Results
FPI

Director Jennifer S. Grafton sold 1,600 shares of Farmland Partners Inc. (NYSE: FPI) on February 24, 2026, for $12.36 per share, totaling $19,776. The transaction, carried out under a Rule 10b5-1 plan adopted in November 2025, leaves Grafton with 10,400 shares. The sale coincides with FPI trading close to its 52-week high of $13 and a 34.6% year-to-date gain; InvestingPro analysis indicates the stock appears overvalued relative to its Fair Value. Separately, Farmland Partners reported fourth-quarter 2025 results that exceeded expectations, with EPS of $0.65 versus a $0.18 forecast and revenue of $16.94 million versus $14.44 million projected.

Key Points

  • Director Jennifer S. Grafton sold 1,600 shares of FPI on Feb. 24, 2026, for $12.36 per share, totaling $19,776 and leaving her with 10,400 shares.
  • The sale was executed under a Rule 10b5-1 plan adopted on Nov. 4, 2025; an earlier Form 4 filed on Feb. 24, 2026, erroneously reported a purchase instead of a sale.
  • Farmland Partners reported Q4 2025 EPS of $0.65 versus a $0.18 estimate and revenue of $16.94M versus a $14.44M forecast; InvestingPro analysis indicates the stock appears overvalued relative to its Fair Value.

Farmland Partners Inc. (NYSE: FPI) saw a director divest a small stake in the company on February 24, 2026, when Jennifer S. Grafton sold 1,600 shares of common stock at $12.36 per share. The total value of the transaction was $19,776. After the sale, Grafton retains direct ownership of 10,400 shares.

The disposition was carried out pursuant to a pre-arranged Rule 10b5-1 trading plan that Grafton adopted on November 4, 2025. A prior Form 4 filed on February 24, 2026, contained an error that reported a purchase rather than the sale now confirmed.


Market context for the trade: FPI has been trading near its 52-week high of $13 and has produced a 34.6% year-to-date return. At the same time, InvestingPro analysis indicates the share price currently appears overvalued when compared with its Fair Value assessment. InvestingPro also offers a Pro Research Report on FPI, one of more than 1,400 reports on the platform, which is presented as a resource for investors seeking additional analysis.

On the corporate performance front, Farmland Partners reported fourth-quarter 2025 financial results that topped consensus forecasts. The company delivered earnings per share of $0.65, well ahead of the $0.18 analysts had expected - a difference the company disclosed as a 261.11% beat over projections. Revenue for the quarter came in at $16.94 million, exceeding the $14.44 million estimate by 17.31%.

Those metrics are presented as a strong beat relative to market expectations and are highlighted as important data points for stakeholders monitoring the firm’s financial condition and trajectory. The combination of an insider sale, elevated share price performance year-to-date, third-party valuation commentary, and an earnings and revenue surprise comprise the primary developments investors will likely weigh when assessing the company.

Investors and observers should note the administrative detail that a Form 4 initially misreported the nature of Grafton’s activity on the filing date; the corrected record shows the sale executed under the previously adopted 10b5-1 plan.

No forward-looking statements or additional executive commentary were included in the disclosed materials. The factual record presented here is limited to the transaction details, the trading plan adoption date, the corrected filing note, InvestingPro’s valuation assessment, and the reported fourth-quarter 2025 financial results.

Risks

  • The insider sale, while executed under a pre-arranged plan, may attract investor attention given the stock's proximity to its 52-week high and its 34.6% YTD gain - relevant to equity market sentiment.
  • Valuation concerns flagged by InvestingPro introduce uncertainty about pricing relative to Fair Value, which could influence investor decisions in the agriculture and real assets sectors.
  • An initial filing error (Form 4) misreporting the transaction type illustrates the potential for administrative or disclosure mistakes that can temporarily cloud the public record.

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