Every material Form 8-K Five Point Holdings, LLC has filed with the SEC since July 23, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Five Point Holdings reported third-quarter 2026 revenue of $14.6 million, up from $13.5 million a year earlier, but posted a consolidated net loss of $4.4 million compared with net income of $55.7 million in the prior-year quarter. The company revised its full-year 2026 guidance to approximately $20 million of consolidated net income, citing a likely deferral of land sales previously expected to close in 2026.
Q3 2026 revenue was $14.6 million, up from $13.5 million in Q3 2025; consolidated net loss was $4.4 million versus net income of $55.7 million a year earlier.
Net loss attributable to the company was $2.6 million, or $0.04 per diluted share, compared with net income of $21.1 million, or $0.28 per diluted share, in Q3 2025.
Full-year 2026 guidance was revised to approximately $20 million of consolidated net income; the company said it will likely defer certain land sales previously expected to close in 2026.
Cash and cash equivalents were $358.7 million and total liquidity was $576.2 million as of September 30, 2026.
Five Point Holdings extended its Development Management Agreement with Heritage Fields El Toro, LLC, owner of the Great Park Neighborhoods community, through December 31, 2028, after the prior term was set to end December 31, 2026. The base fee is unchanged at $13.5 million a year, while incentive compensation drops to 6.75% of future distributions if the agreement is not extended beyond 2028.
Amendment dated September 25, 2026 extends the DMA term to December 31, 2028 (Third Renewal Term)
Annual base fee remains $13.5 million, paid monthly, unchanged from current level
Incentive Compensation is 9% of Great Park Venture distributions; falls to 6.75% for distributions after a non-extension beyond December 31, 2028
Five Point Holdings reported second quarter 2026 consolidated net income of $29.9 million, up from $8.6 million a year earlier, on revenues of $13.9 million versus $7.5 million. The company said it is not updating its prior guidance of approximately $100 million in consolidated net income for 2026, and that remaining land sales are expected in the fourth quarter, subject to market conditions. For shareholders, the quarter's gain was driven largely by a $159.3 million land sale by the Great Park Venture, while six-month net income of $25.0 million was below the $69.2 million reported a year earlier.
Q2 2026 net income attributable to the Company was $10.9 million, or $0.15 per diluted Class A share, versus $3.3 million, or $0.05, in Q2 2025.
Six-month 2026 net income was $25.0 million, down from $69.2 million in the first six months of 2025.
Great Park Venture sold 17.7 acres of commercial land for $159.3 million during the quarter.
As of June 30, 2026, cash and cash equivalents were $348.4 million and total liquidity was $565.9 million.
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