Bill Ackman bets $2.1B on insurer in bid to turn Howard Hughes into mini-Berkshire
Howard Hughes Holdings Inc. has agreed to buy Bermuda-based specialty insurer Vantage Group Holdings for $2.1 billion in cash and stock.
Fiscal Year: January - December
Howard Hughes Holdings Inc. (HHH), listed on the NYSE, has a market capitalization of $. As of Jan 07, 2026, the stock is trading at $81.34 per share, offering investors a clear view of its current market value. Howard Hughes Holdings Inc. is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 15.59, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. Howard Hughes Holdings Inc. also offers a dividend yield of N/A , making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that Howard Hughes Holdings Inc. (HHH) may be undervalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for Howard Hughes Holdings Inc. is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for Howard Hughes Holdings Inc., Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for Howard Hughes Holdings Inc. is 11.41, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, Howard Hughes Holdings Inc. (HHH) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether Howard Hughes Holdings Inc. (HHH) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be undervalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of Howard Hughes Holdings Inc. (HHH) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of Howard Hughes Holdings Inc.. To access the full SS Score, consider upgrading your subscription.
Howard Hughes Holdings Inc. is a significant player in the industry sector, with a market capitalization of $ and a competitive P/E ratio of 15.59. Investors should compare these metrics with industry peers to gauge whether Howard Hughes Holdings Inc. is outperforming or underperforming within its sector.
Howard Hughes Holdings Inc. has agreed to buy Bermuda-based specialty insurer Vantage Group Holdings for $2.1 billion in cash and stock.
Howard Hughes Holdings Inc. (HHH) M&A Call Transcript
Howard Hughes Holdings said on Thursday it will acquire Vantage Group Holdings, a privately held specialty insurance firm backed by Carlyle and Hellman & Friedman, for about $2.1 billion.
Vantage's Diversified Specialty Insurance Platform Delivers Lower Risk and Superior Return Potential HHH to Host a Conference Call and Presentation on Thursday, December 18 at 8:30 a.m. ET, With an X...
LONDON--(BUSINESS WIRE)--Pershing Square Holdings, Ltd. (LN:PSH) (LN:PSHD) (“PSH”) today announces that it has entered into an equity commitment letter to subscribe for up to $1 billion of non-voting ...
Vantage Acquisition Anchors HHH's Transformation into a Diversified Holding Company Vantage's Diversified Specialty Insurance Platform Delivers Lower Risk and Superior Return Potential Pershing Squar...
Governor Katie Hobbs joins regional leaders in welcoming first residents to new 37,000-acre master planned community set to transform economic opportunity in one of America's fastest-growing regions G...
Howard Hughes remains a 'Hold' due to valuation concerns and uncertainty around its new insurance ambitions under Pershing Square's influence. Pershing's large stake and Ackman's leadership bring pote...
Howard Hughes Holdings Inc. ( HHH) Q3 2025 Earnings Call November 10, 2025 10:00 AM EST Company Participants Joseph Valane - General Counsel David O'Reilly - CEO & Director Carlos Olea - Chief Financ...
THE WOODLANDS, Texas, Nov. 10, 2025 (GLOBE NEWSWIRE) -- Howard Hughes Holdings Inc. (NYSE: HHH) (the “Company,” “HHH,” “Howard Hughes,” or “we”) today announced operating results for the third quarter...
Howard Hughes Holdings raised full-year AOCF guidance to $410 million, signaling a clear operational inflection. Pershing Square's $900 million investment and Ackman's return bring disciplined, long-t...
Howard Hughes is transforming from a master planned community developer to a diversified holding company under Pershing Square's control. Pershing Square's management agreement introduces recurring fe...
THE WOODLANDS, Texas, Oct. 08, 2025 (GLOBE NEWSWIRE) -- Howard Hughes Holdings Inc . (NYSE: HHH) (“the Company” or “Howard Hughes”) announced today that the Company will release 2025 third quarter ear...
Affluent consumer spending remains robust, driven by the wealth effect and record-high asset values, supporting continued momentum in select real estate and leisure stocks. Top Strong Buy picks includ...
Howard Hughes Holdings is positioned for long-term growth under Bill Ackman's leadership, with Pershing Square's $900M investment and new strategic direction. HHH plans to launch a property & casualty...
Howard Hughes Holdings Inc. (NYSE:HHH) Shareholder/Analyst Call September 30, 2025 9:00 AM EDT Company Participants William Ackman - Executive Chairman Joseph Valane - General Counsel Ryan Israel - C...
THE WOODLANDS, Texas, Sept. 30, 2025 (GLOBE NEWSWIRE) -- Howard Hughes Holdings (NYSE: HHH) today announced the appointment of Thom Lachman and Susan Panuccio as independent Directors of the Company.
HONOLULU, Sept. 04, 2025 (GLOBE NEWSWIRE) -- Howard Hughes Communities, the real estate platform of Howard Hughes Holdings Inc. (NYSE: HHH), today announced unprecedented sales velocity and record-bre...
Thom Lachman and Susan Panuccio Nominated as Independent Non-Executive Directors of the Company Event Registration Available Online at shareholdermeeting.howardhughes.com THE WOODLANDS, Texas, Aug. 18...
Howard Hughes Holdings Inc. (NYSE:HHH) Q2 2025 Earnings Conference Call August 7, 2025 10:00 AM ET Company Participants Carlos A. Olea - Chief Financial Officer David R.
THE WOODLANDS, Texas, Aug. 06, 2025 (GLOBE NEWSWIRE) -- Howard Hughes Holdings Inc. (NYSE: HHH) (the “Company,” “HHH,” “Howard Hughes,” or “we”) today announced operating results for the second quarte...
LONDON--(BUSINESS WIRE)--Pershing Square Holdings, Ltd. (LN: PSH) (LN: PSHD) today announced that its investment manager, Pershing Square Capital Management, L.P. (the “Investment Manager”), proposed ...
Bill Ackman's $900M investment and executive return signal strong conviction in Howard Hughes Holdings' undervaluation and long-term potential. The recent spin-off of Seaport Entertainment Group allow...
THE WOODLANDS, Texas, July 28, 2025 (GLOBE NEWSWIRE) -- Summerlin® and Bridgeland®, two of the award-winning communities in the Howard Hughes Holdings (NYSE: HHH) portfolio, have been ranked among the...
THE WOODLANDS, Texas, July 10, 2025 (GLOBE NEWSWIRE) -- Howard Hughes Holdings Inc . (NYSE: HHH) (“the Company” or “Howard Hughes”) announced today that the Company will release 2025 second quarter ea...
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
| Year | FCF Estimate | % | # Analysts |
|---|---|---|---|
| 2025 | 501.31M | 33.33% | Est @33.3% |
| 2026 | 626.63M | 25.00% | Analyst x1 |
| 2027 | 793.16M | 26.58% | Analyst x1 |
| 2028 | 601.69M | -24.14% | Analyst x1 |
| 2029 | 613.72M | 2.00% | Analyst x1 |
| 2030 | 625.99M | 2.00% | Analyst x1 |
| 2031 | 606.13M | -3.17% | Est @-3.2% |
| 2032 | 597.13M | -1.49% | Est @-1.5% |
| 2033 | 595.30M | -0.31% | Est @-0.3% |
| 2034 | 598.17M | 0.48% | Est @0.5% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
| Year | FCF | Discount Factor | PV of Future FCF |
|---|---|---|---|
| 2023A | -271.72M | 1.00 | -271.72M |
| 2024A | 375.99M | 1.00 | 375.99M |
| 2025E | 501.31M | 1.08 | 464.69M |
| 2026E | 626.63M | 1.16 | 538.43M |
| 2027E | 793.16M | 1.26 | 631.74M |
| 2028E | 601.69M | 1.35 | 444.23M |
| 2029E | 613.72M | 1.46 | 420.02M |
| 2030E | 625.99M | 1.58 | 397.13M |
| 2031E | 606.13M | 1.70 | 356.45M |
| 2032E | 597.13M | 1.83 | 325.50M |
| 2033E | 595.30M | 1.98 | 300.80M |
| 2034E | 598.17M | 2.13 | 280.18M |
| Terminal | 11.40B | 2.13 | 5.34B |
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