Highwoods Properties, Inc.

Highwoods Properties, Inc.

HIWยทNYSE

$26.96

+2.2%
Real EstateREIT - Office

Highwoods Properties, Inc., headquartered in Raleigh, is a publicly-traded (NYSE:HIW) real estate investment trust (REIT) and a member of the S&P MidCap 400 Index. Highwoods is a fully-integrated office REIT that owns, develops, acquires, leases and manages properties primarily in the best business districts (BBDs) of Atlanta, Charlotte, Nashville, Orlando, Pittsburgh, Raleigh, Richmond and Tampa.

At a Glance

Live Snapshot
Market Cap$2.97B
EPS1.4500
P/E Ratio18.59
Earnings Date07/28/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

High confidence

Valuation multiple is mid-range (P/E 18.6).

Valuation inputs: P/E 18.6, earnings yield +5.4%, momentum +2.2%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is strong (ROE +6.7%, ROIC +24.8%).

Profitability stack: net margin +19.8%, ROE +6.7%, ROIC +24.8%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Downside profile looks controlled across current risk inputs.

Risk factors: liabilities/assets +61.2%, momentum +2.2%, net margin +19.8%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

hiw

Highwoods Properties, Inc. Market vs Earnings Trajectory

HIW ยท NYSE

Loading price and EPS data...

Highwoods Properties, Inc.

Highwoods Properties, Inc. Fair Value Envelope

HIW ยท NYSE

Our analysis suggests that HIW has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $26.96, this represents a potential HIDDEN relative to our calculated worth for Highwoods Properties, Inc..

Intrinsic Value
Current Price: $26.96
3Y-3.0%
5Y-56.0%
10Y-73.0%
3Y-3.0%
5Y+9.0%
10Y+21.0%
3Y-
5Y-54.0%
10Y-70.0%
3Y-13.0%
5Y+3.0%
10Y+20.0%
3Y-60.0%
5Y-53.0%
10Y-15.0%
3Y+3.0%
5Y+20.0%
10Y+38.0%
Highwoods Properties, Inc.

Highwoods Properties, Inc. Profit Bridge

HIW ยท NYSE
Revenue806.11M
Cost of Goods Sold (261.37M)
Gross Profit544.74M
Operating Expenses (335.26M)
Operating Income209.48M
Interest Expense (152.43M)
Other Income/Expense-46.83M
Pretax Income162.65M
Income Tax (0.00)
Net Income159.61M
Net Income
159.61M

Profitability Analysis

Gross Margin

67.6%

Exceptional pricing power and cost management. The company retains over half of revenue after direct costs.

Operating Margin

26.0%

Outstanding operational efficiency. The company generates substantial profit from core operations.

Net Profit Margin

19.8%

Strong net margins indicate efficient operations and favorable tax/interest management.

Effective Tax Rate

0.0%

Below-average tax rate suggests effective tax planning, favorable jurisdictions, or tax credits.

Profitability Insight

Exceptional profitability across all levels: Strong pricing power, efficient operations, and healthy bottom line indicate a high-quality business with sustainable competitive advantages.

67.58%
Gross Profit Margin
1%
3Y-2.0%
5Y-1.0%
10Y+4.0%
25.99%
Operating Profit Margin
1%
3Y-10.0%
5Y-14.0%
10Y-2.0%
19.80%
Net Profit Margin
60%
3Y+3.0%
5Y-58.0%
10Y-75.0%
6.71%
Return on Equity
55%
3Y+4.0%
5Y-55.0%
10Y-73.0%
2.54%
Return on Assets
50%
3Y-3.0%
5Y-62.0%
10Y-78.0%
24.78%
Return on Invested Capital
567%
3Y+500.0%
5Y+454.0%
10Y+66.0%
HIW

Highwoods Properties, Inc. Cash Conversion Engine

HIW ยท NYSE
Net Income74.00K
Depreciation & Amortization294.95M
Stock-Based Compensation8.21M
Change in Working Capital-24.30M
Others88.37M
Capital Expenditures-200.75M
Free Cash Flow166.56M

Cash Flow Quality Analysis

FCF Conversion Rate

225082.4%

Excellent cash generation. The company converts earnings to cash at or above 100%, indicating high-quality earnings.

CapEx Intensity

54.7%

Capital-intensive operations require significant reinvestment. Monitor whether CapEx is maintenance or growth-oriented.

FCF Growth Trend

-58.7%

Significant FCF decline raises concerns. Urgent review needed of operational performance and capital allocation.

Working Capital Impact

-$24.30M

Minimal working capital impact on FCF. Changes in operating assets and liabilities well-managed.

Cash Flow Quality Insight

Solid cash generation: Positive free cash flow with reasonable earnings quality provides financial flexibility for growth investments, debt reduction, or shareholder returns.

hiw

Highwoods Properties, Inc. Funding & Solvency Profile

HIW ยท NYSE
Cash & Cash Equivalents32.42M
Net Receivables367.66M
Inventory0.00
Other Current Assets82.32M
Total Current Assets482 M
Property, Plant & Equipment0.00
Goodwill & Intangible Assets0.00
Long-Term Investments495.26M
Other Non-Current Assets5.62B
Total Non-Current Assets6 B
Total Assets
6.60B

Financial Health Analysis

Current Ratio

1.73x

Strong liquidity. The company has adequate resources to meet short-term liabilities.

Debt-to-Equity Ratio

1.52x

Elevated leverage. Debt exceeds equity, which amplifies both gains and risks. Monitor debt servicing ability.

Working Capital

203 M

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

7% Current

Capital-intensive business with significant long-term investments in property, equipment, or intangibles.

hiw

Highwoods Properties, Inc. Street Expectations Map

HIW ยท NYSE

Wall Street analysts project that HIW stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 27.33, with estimates ranging from a low of 25.00 to a high of 29.00.

Lowest Target
25.00
-7.27%
Consensus Target
27.33
1.37%
Highest Target
29.00
7.57%

The consensus 1-year price target stands at 27.33, with estimates ranging from a low of 25.00 to a high of 29.00.

Analyst Consensus Analysis

Upside Potential

+1.4%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

14.6% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

1.04x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Efficient pricing: Stock trading at fair value with strong consensus suggests market has priced in expectations. Look for fundamental inflection points or new catalysts to drive meaningful moves.

hiw

Highwoods Properties, Inc. Insider Positioning

HIW ยท NYSE

During the last 12 months, insiders have sold $138K worth of HIW shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

4.3K

138.03K

Net Activity

-138K

-$138K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
HDJ

Hartzell David John

Director

4.3K sharesโ€ข1 transactions

$138K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $138K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

1 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

2.36%
Dividend Yield
20%
3Y+10.0%
5Y+109.0%
10Y+189.0%
ย 

hiw Dividend History

HIW
10Y CAGR +2%
Latest $0.5
Annual $2.5
5 year growth trend
Last Period: +0%