Farmer Mac Sees 12% Stock Drop After Q4 EPS Misses by 19%
Farmer Mac’s shares slid 12.2% after Q4 2025 adjusted EPS of $3.66 missed analysts’ $4.53 estimate by 19.1% and declined from $3.97 a year earlier. Pre-tax profit margin fell by 13.8 percentage points while revenue held steady at $107.9 million.
1. Q4 Earnings Results and Stock Reaction
The company posted fourth-quarter adjusted earnings of $3.66 per share, missing the $4.53 consensus by 19.1% and down from $3.97 a year earlier, prompting a 12.2% stock drop in early trading.
2. Financial Metrics and Historical Context
Revenue held steady at $107.9 million but pre-tax profit margin fell by 13.8 percentage points year-over-year. Shares are down 12.8% year-to-date and trade roughly 26.7% below their August 2025 peak, reflecting rare volatility for the stock.