US · Real Estate · REIT - Specialty
EPS came in at 3.19 against a street estimate of 2.89 — a beat of 10.4%.
Analysts rate SBA Communications Corp a buy (11 buy, 10 hold, 0 sell out of 21) with an average price target of $225.25.
CONFIDENT SBA modestly raised FY26 guidance on strong Q2 results, issued $3.5B investment-grade bonds, and plans H2 share buybacks. U.S. leasing steady; international churn elevated but stabilizing. Q2 2026 International growth driven by new builds and CPI-linked escalators, offset by elevated churn from consolidations. Analysts pressed timing of spectrum-driven deployments (answered: 5+ years out), M&A vs. buyback rationale (answered: valuations favor stock), and satellite cannibalization risk (answered: ~2–3% at risk, upside possible). Management remained disciplined on capital allocation while highlighting long-term organic catalysts. 2026-08-03…
Full summary in the app.
| Fund | Stake |
|---|---|
| Dodge & Cox | 11.62% |
| BlackRock Inc | 9.56% |
| Vanguard Portfolio Management, LLC | 9.25% |
| Vanguard Capital Management, LLC | 6.54% |
| State Street Corp | 4.83% |
| Cohen & Steers Inc | 3.06% |
| Geode Capital Management, LLC | 2.99% |
| JPMorgan Chase & Co | 2.55% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the nine months ended September 30, 2026, total revenue was $2,132,635, up from $2,095,556 in the same period of 2025. • Net | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 net income attributable to SBA was $231.3 million, or $2.19 per diluted share, compared with $236.8 million, or $2.20 per | 2026-11-02 |
| Current report · Q3 2026 SBA COMMUNICATIONS CORPORATION – 8-K SUMMARY HEADLINE NUMBERS • Company established a commercial paper program on September 25, 2026 • Maximum aggre | 2026-09-25 |
| Quarterly report · Q2 2026 SBA COMMUNICATIONS CORPORATION – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Revenues (6M 2026): $1,418.7 million vs. $1,363.2 million (6M 2025) — | 2026-08-06 |
| Results announced · Q3 2026 SBA COMMUNICATIONS CORPORATION – Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Net income attributable to SBA: $198.8 million ($1.87 per share diluted) | 2026-08-03 |
| Material agreement · Q3 2026 SUMMARY: SBA COMMUNICATIONS CORPORATION 8-K (July 23, 2026) HEADLINE NUMBERS • Issued $3.5 billion in new senior unsecured notes across three series | 2026-07-24 |
| Company announcement · Q3 2026 SBA COMMUNICATIONS CORPORATION – 8-K SUMMARY HEADLINE NUMBERS • Company issued $3.5 billion in senior notes across three tranches on July 23, 2026 • | 2026-07-23 |
| Material agreement · Q3 2026 SBA COMMUNICATIONS CORPORATION - 8-K SUMMARY HEADLINE NUMBERS • Company issued $3.5 billion in senior notes through public offering on July 14, 2026 | 2026-07-15 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $1.25 / share ex-date Nov 12, 2026 · pay Dec 10, 2026 | 2026-11-12 |
| Dividend | $1.25 / share ex-date Aug 20, 2026 · pay Sep 17, 2026 | 2026-08-20 |
| Dividend | $1.25 / share ex-date May 22, 2026 · pay Jun 17, 2026 | 2026-05-22 |
| Dividend | $1.25 / share ex-date Mar 13, 2026 · pay Mar 27, 2026 | 2026-03-13 |
| Dividend | $1.11 / share ex-date Nov 13, 2025 · pay Dec 11, 2025 | 2025-11-13 |
| Announcement | Date |
|---|---|
| Full-year 2026 guidance updated alongside third-quarter financial and operational results SBA Communications filed an 8-K stating that it released its third-quarter 2026 financial and operating results for the period ended September 30, 2026. The company also updated its full-yea | 2026-11-02 |
| Q2 2026 results announced, full year 2026 guidance updated SBA Communications Corporation filed an 8-K on August 3, 2026, announcing its Q2 2026 financial results and updating full-year guidance. The filing is a routine earnings announcement for the | 2026-08-03 |
| Q1 2026 results and full year 2026 guidance updated SBA Communications Corporation filed an 8-K on April 29, 2026, announcing Q1 2026 financial results and updating full-year 2026 guidance. The filing also announces a quarterly dividend payme | 2026-04-29 |
| Full year 2026 guidance provided; quarterly dividend announced SBA Communications Corporation (SBAC), a major tower REIT, filed an 8-K on February 26, 2026 announcing its fourth quarter and full-year 2025 financial results, along with 2026 guidance and | 2026-02-26 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.