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HHH

Market cap $144M

Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Howard Hughes Holdings (HHH), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended September 2025.

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-term capital allocation. Record land prices and strong Ward Village pre-sales reinforce recurring cash flow visibility.

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 fees, incentivising growth but raising concerns about long-term fee drag if HHH's market cap stagnates. Ackman's strategy aims to acquire durable, cash-generative businesses, leveraging small-cap valuation gaps and a private equity approach for active portfolio management.

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 earnings on Monday, November 10, 2025, at 7:00 a.m.

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 include HST, XHR, DRH, HHH, and MLCO, each positioned to benefit from high-end travel, real estate, and luxury experiences. HST, XHR, and DRH leverage pricing power in upscale hotels and resorts, while HHH capitalizes on master-planned community development. MLCO rides Macau's gaming recovery.

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 insurance subsidiary, targeting mid-teens to low-20s ROE by leveraging selective underwriting and high-return equity investments. The legacy real estate business is outperforming, with upgraded 2025 cash flow guidance and a robust development pipeline supporting future growth.

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 - Chief Investment Officer & Director David O'Reilly - CEO & Director Mary Tighe Bonnie Wedemeyer - Executive VP of National Condominium Sales & Strategy Conference Call Participants Joshua Rushing Jacob Garlick Tassos Recachinas - Sophis Investments LLC Gabriel Nardi-Huffman Presentation William Ackman Executive Chairman So I'm Bill Ackman, Executive Chair of Howard Hughes. To my right, we've got Ryan Israel, CIO of Howard Hughes; David O'Reilly, CEO of Howard Hughes; and Joe Valane, our General Counsel and Secretary of the meeting.

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.

Howard Hughes Holdings (HHH -0.94%) is drawing attention for a new reason over the summer: a shift in strategy. In May, Bill Ackman's Pershing Square invested additional capital in the company and outlined a plan to move it beyond its traditional focus on land development and operating properties.

From a technical perspective, Howard Hughes Holdings Inc. (HHH) is looking like an interesting pick, as it just reached a key level of support. HHH's 50-day simple moving average crossed above its 200-day simple moving average, which is known as a "golden cross" in the trading world.