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NLCP

NewLake Capital Partners, Inc.
$15.43 -0.15 (-0.96%) At close · Jul 16
Market Cap
$317.97M
Shares
20,580,766

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$15.43 Open$15.59 Day$15.41–15.59 52W$11.42–16.26 Avg vol 30d62K Short int27K · 0.1% float · 1.0d Short vol33% Last earningsAug 6, 2026 DataAug 2021–Jul 2026 Filing10-Q · May 8
Up next
Next earnings call
Aug 6, 2026 Scheduled · in 3 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 8, 2026
AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Equibles Rating blended score · not investment advice
      Overall
      Buy
      SellHoldBuy
      Technical Buy Momentum Neutral Sentiment Neutral Fundamentals Excellent Quant / Vol Very Low
      Market backdrop VIX 16.7 · calm Equity put/call 0.67
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +6%
      above
      Price vs 50-day avg +2%
      above
      RSI (14) 49
      neutral
      MACD trend Negative
      52-week position 83%
      mid-range
      Momentum
      relative strength
      Neutral
      1-month return +1%
      trailing
      6-month return +5%
      trailing
      YTD return 0%
      this year
      Relative strength −5%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $15 › 200d $14 — 50d above 200d
      Institutional flow Distributing
      -50% holders QoQ
      Insider flow Accumulating
      Net +$5.0K over 90 days · 0% sells
      Short interest Rising
      0.13% of float · ▲ +18.8% MoM · 1.0 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr low
      1 holders — near 3-yr low, contrarian setup
      Squeeze score 37
      low risk · 0–100
      Fundamentals
      Excellent
      Revenue growth +2%
      Y/Y
      EPS growth +1%
      Y/Y
      Valuation P/E 12.4
      below peers
      Buyback $8.2M
      remaining
      Balance sheet $23.9M
      net cash
      Quant / Vol
      risk profile
      Very Low
      Volatility 24%
      annualized · 1-yr
      Max drawdown −15%
      past year
      ATR 2.4%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record
      Latest guidance · from the 8-K filed Nov 9, 2023
      Adjusted Funds from Operations (AFFO) · full year 2023 Non-GAAP Initiated $39.8M – $40.8M
      Guided vs delivered · last 1 settled
      Revenue full year 2022
      $45M Beat +4.7%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      1 · 3 · 2
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +6% Bullish
      Price vs 50-day avg
      +2% Bullish
      RSI (14)
      49 Neutral
      MACD trend
      Negative Bearish
      52-week position
      83% Neutral
      Market signals — smart money & positioning
      Bearish · 2 of 6
      Trend (MA cross) No cross
      50d $15 › 200d $14 — 50d above 200d
      Institutional flow Distributing
      -50% holders QoQ
      Insider flow Accumulating
      Net +$5.0K over 90 days · 0% sells
      Short interest Rising
      0.13% of float · ▲ +18.8% MoM · 1.0 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr low
      1 holders — near 3-yr low, contrarian setup
      Price context
      position in its 52-week range
      52-wk low $11 Now $15 · 83% 52-wk high $16
      vs 200-day avg +6% vs 50-day avg +2%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      AFFO payout ratio 90% Q1 2026 call
      AFFO per share non-GAAP $0.48 Q1 2026 call
      Cumulative dividends per share since IPO $7.29 since IPO in 2021 call
      Dividend per share $0.43 Q1 2026 call
      Adjusted Funds From Operations (AFFO) Attributable to Common Stockholders - Diluted non-GAAP 10,624K Three Months Ended December 31, 2025
      AFFO Per Share – Diluted non-GAAP $0.51 Three Months Ended December 31, 2025
      Debt service coverage ratio 77.9 As of December 31, 2025
      Debt to total gross assets 1.6% As of December 31, 2025
      FFO Per Share – Diluted non-GAAP $0.48 Three Months Ended December 31, 2025
      Funds From Operations (FFO) Attributable to Common Stockholders - Diluted non-GAAP 10,020K Three Months Ended December 31, 2025
      Gross real estate assets 432.9M As of December 31, 2025

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      REIT - Specialty — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      NLCP
      NewLake Capital Partners, Inc.
      this stock
      $317.97M -0.2% +1.9% 12.4 0.1%
      EQIX
      Equinix Inc
      $99.53B +32.4% +7.8% 69.8 1.8%
      AMT
      American Tower Corp /Ma/
      $78.70B -3.8% +5.1% 27.3 1.6%
      DLR
      Digital Realty Trust, Inc.
      $61.00B +13.0% +10.0% 46.1 2.3%
      IRM
      Iron Mountain Inc
      $36.20B +47.9% +8.3% 132.2 2.5%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      1
      % held
      0.2%
      Net QoQ
      +2.6K sh
      Top holder
      HG Vora Capital Managemen…
      Held Float
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      27.0K
      Days to cover
      1.0d
      Change
      +4.3K sh
      View
      Short Volume
      Short vol %
      33%
      As of
      Jul 16, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      9.2K
      Value
      $146.2K
      As of
      Jun 30, 2026
      View
      Off-Exchange
      Off-exchange %
      100.0%
      Week of
      May 4, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net buying
      Net (90d)
      +$5.0K
      Buyers / Sellers
      1 / 0
      Buyers Sellers
      View
      Financials
      Financials
      Revenue (FY)
      $51.1M
      Net income (FY)
      $26.3M
      EPS diluted
      $1.28
      View
      Buybacks
      Authorized
      $10.0M
      Remaining
      $8.2M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Jul 15, 2026
      This year
      7
      View
      Proposed Sales
      Value
      $178.8K
      Shares
      12.6K
      Filed
      Sep 24, 2025
      View
      Exempt Offerings
      Offering
      Indefinite
      Filed
      Jul 23, 2021
      View
      Earnings & Events
      Earnings Calls Upcoming
      Next call
      Aug 6, 2026
      Last call
      May 8, 2026
      View
      Investor Relations
      Upcoming events
      1
      View

      Performance

      5D 20D 120D MTD YTD
      NLCP -1.2% +1.2% +5.5% -3.3% -0.2%
      SPY +1.3% -0.2% +10.1% +1.1% +10.7%
      vs SPY -2.4% +1.3% -4.7% -4.4% -10.9%

      Capital returns

      Latest dividend
      $0.43 / share · ex Jun 30, 2026
      Paid (TTM)
      $1.72 / share · 4 payouts
      Dividend yield (TTM, derived)
      11.15%
      Buyback program · as of Mar 31, 2026
      Authorized
      $10.00M
      Spent (derived)
      $1.80M
      Remaining
      $8.20M
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1854964 CUSIP 651495103 Visit website Investor relations