SBA Communications Corporation (SBAC) Faces Analyst Adjustments Amid Positive Credit Outlook
SBA Communications Corporation (NASDAQ:SBAC) is a top Goldman Sachs REIT pick.
Sba Communications Corp (SBAC)
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Sector: Real Estate Investment Trusts
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Diamond Hill Capital Ric Dillon | 2,034,920 | $393,614,576 | +10% | 2.02% |
| 2. | Rush Island Management Stephen Millham And Raleigh Nuckols | 1,177,595 | $227,782,201 | +25% | 14.23% |
| 3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,092,612 | $211,343,939 | +257% | 0.12% |
| 4. | Millennium Management Israel Englander | 811,543 | $156,976,762 | +172% | 0.07% |
| 5. | Citadel Investment Group Ken Griffin | 390,003 | $75,438,280 | +255% | 0.01% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $229.98 | 3 | $689.94 | 19,055 | 2019-11-11 | Filing | |
| $242.08 | 3 | $726.24 | 19,052 | 2019-10-10 | Filing | |
| $350.37 | 4 | $1,401.48 | 31,767 | 2021-11-17 | Filing | |
| $294.04 | 3 | $882.12 | 31,763 | 2020-06-11 | Filing | |
| $164.68 | 11 | $1,811.48 | 236,152 | 2017-11-16 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $242.12 | 141 | $34,138.92 | 10,522 | 2025-05-01 | Filing | |
| $241.50 | 1,359 | $328,198.50 | 10,663 | 2025-05-01 | Filing | |
| $240.17 | 3,500 | $840,595.00 | 12,022 | 2025-05-01 | Filing | |
| $224.18 | 2,209 | $495,213.62 | 6,079 | 2025-03-07 | Filing | |
| $218.07 | 1,411 | $307,696.77 | 5,131 | 2025-02-28 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 17,902,769 | $3,462,932,607 | 0.05% | |
| 2. | 11,996,134 | $2,320,412,200 | 1.25% | |
| 3. | 9,900,903 | $1,915,131,777 | 0.03% | |
| 4. | 4,911,615 | $950,053,689 | 0.03% | |
| 5. | 4,521,258 | $874,547,174 | 0.05% |
News See All
Goldman Sachs REIT Stocks: Top 12 Stock Picks
The US real estate sector entered 2026 with renewed momentum, clearer visibility, and growing optimism.
Shorter DISH Lease Durations Lead to "Cleanest" 2026 Outlook for SBA Communications (SBAC)
On December 10, UBS analyst Batya Levi reaffirmed his Buy rating on SBA Communications Corporation (NASDAQ:SBAC) and raised his price target to $275.
15 Most Favored REITs According to Hedge Funds
The U.S. real estate market was already undergoing a normalization process in 2025, after exhibiting volatility during the prior two years.
JPMorgan Lowers the Firm’s PT on SBA Communications (SBAC) Stock
SBA Communications Corporation (NASDAQ:SBAC) is one of the Best Depressed Stocks to Buy Right Now.
13 Best Depressed Stocks to Buy Right Now
As per Oppenheimer Asset Management, the 2026 outlook is bullish, thanks to a disciplined approach to the US economy and equities.
Here’s Why SBA Communications (SBAC) Has Promising Organic Growth Prospects
TCW funds, an investment management company, released its “TCW Global Real Estate Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Barclays is Positive on SBA Communications Corporation (SBAC)
SBA Communications Corporation (NASDAQ:SBAC) is one of the best dividend stocks in the real estate sector.
12 Best Real Estate Dividend Stocks to Buy Now
According to a report by the National Association of Realtors (NAR) dated November 15, the real estate industry may pick up sharply in 2026, which is a long-anticipated change, as home sales are likely...
SBA Communications Corporation (NASDAQ:SBAC) Q3 2025 Earnings Call Transcript
SBA Communications Corporation (NASDAQ:SBAC) Q3 2025 Earnings Call Transcript November 3, 2025SBA Communications Corporation beats earnings expectations.
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