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SBA Communications Corporation (SBAC) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript
SBA Communications Corporation (SBAC) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript
SBAC misses Q4 AFFO estimates on higher costs and interest, even as revenues rise. The company increases its dividend 12.6% amid active site acquisitions.
We initiated a position in cloud-based web services company Wix.com as shares fell on concerns surrounding Generative AI. We initiated a position in Alexandria Real Estate Equities, the largest owner of US life sciences real estate with a concentration in major biotech research clusters. Business process management company WNS Holdings was eliminated from the portfolio after an acquisition by Capgemini closed in an all-cash transaction.
FFO per Share: $3.19 in Q4 2025.Cash Dividend: $1.11 per share, a 13% increase compared to Q4 2024.Domestic New Leases and Amendment Billings: Approximately $1
SBA Communications Corporation (SBAC) Q4 2025 Earnings Call Transcript
The headline numbers for SBA Communications (SBAC) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
SBA Communications (SBAC) came out with quarterly funds from operations (FFO) of $3.19 per share, missing the Zacks Consensus Estimate of $3.25 per share. This compares to FFO of $3.47 per share a year ago.
BOCA RATON, Fla.--(BUSINESS WIRE)--SBA Communications Corporation (Nasdaq: SBAC) ("SBA" or the "Company") today reported results for the quarter ended December 31, 2025. Highlights of the fourth quarter include: Net income of $370.4 million or $3.47 per share Industry-leading AFFO per share of $3.19 Repurchased 1.1 million shares throughout the quarter and subsequent to quarter end Industry leading dividend growth In addition, the Company announced today that its Board of Directors has declared.
Centersquare Investment Management LLC trimmed its holdings in shares of SBA Communications Corporation (NASDAQ: SBAC) by 4.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 154,065 shares of the technology company's stock after selling 7,622 shares during the quarter. Centersquare
BOCA RATON, Fla.--(BUSINESS WIRE)--SBA Communications Corporation (NASDAQ: SBAC) (“SBA”) announces that Brendan Cavanagh, President and Chief Executive Officer is scheduled to speak at The Deutsche Bank 34th Annual Media, Internet and Telecom Conference, Tuesday, March 10, 2026 at 10:45 a.m. ET. The conference will be at The Breakers Hotel in Palm Beach, Florida. The audio presentation for SBA can be accessed by visiting www.sbasite.com. About SBA Communications Corporation SBA Communications C.
Fox Run Management L.L.C. acquired a new position in shares of SBA Communications Corporation (NASDAQ: SBAC) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 14,280 shares of the technology company's stock, valued at approximately $2,761,000. SBA
Citigroup Inc. lifted its position in shares of SBA Communications Corporation (NASDAQ: SBAC) by 151.4% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 203,176 shares of the technology company's stock after acquiring an additional 122,344 shares during the
SBAC to report Q4 results with expected revenue growth, but AFFO per share is seen slipping amid debt and churn pressures.
Besides Wall Street's top-and-bottom-line estimates for SBA Communications (SBAC), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.
Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold shares of SBA Communications Corporation (NASDAQ: SBAC). In a filing disclosed on February 13th, the Representative disclosed that they had sold between $1,001 and $15,000 in SBA Communications stock on January 9th. The trade occurred in the Representative's "150 MAIN STREET TRUST > BANK OF AMERICA" account. Representative
BOCA RATON, Fla.--(BUSINESS WIRE)--SBA Communications Corporation (NASDAQ: SBAC) (“SBA”) announces that Brendan Cavanagh, President and Chief Executive Officer is scheduled to speak at Citi's 2026 Global Property CEO Conference on Tuesday, March 3, 2026 at 8:50 a.m. ET. The conference will be at The Diplomat Resort & Spa in Hollywood, Florida. The audio presentation for SBA can be accessed by visiting www.sbasite.com. About SBA Communications Corporation SBA Communications Corporation is a.
Fifth Third Bancorp decreased its position in shares of SBA Communications Corporation (NASDAQ: SBAC) by 8.4% during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 28,215 shares of the technology company's stock after selling 2,589 shares during the quarter.
JPMorgan Chase and Co. reduced its position in shares of SBA Communications Corporation (NASDAQ: SBAC) by 10.2% in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 4,957,594 shares of the technology company's stock after selling 563,163 shares during the quarter. JPMorgan Chase and
BOCA RATON, Fla.--(BUSINESS WIRE)--SBA Communications Corporation (NASDAQ: SBAC) (“SBA”) announces that Marc Montagner, Chief Financial Officer, is scheduled to speak at the Morgan Stanley Technology, Media and Telecom Conference on Tuesday, March 3, 2026 at 11:30 a.m. PT. The conference will be at the Palace Hotel in San Francisco, California. The audio presentation for SBA can be accessed by visiting www.sbasite.com. About SBA Communications Corporation SBA Communications Corporation is a lea.