SBA COMMUNICATIONS ($SBAC) posted quarterly earnings results for Q1 2026 on Wednesday, April 29th. The company reported earnings of $3.01 per share, beating estimates of $1.80 by $1.21. The company also reported revenue of $703,440,000, missing estimates of $709,192,260 by $-5,752,260.
You can see Quiver Quantitative's $SBAC stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
SBA COMMUNICATIONS Hedge Fund Activity
We have seen 298 institutional investors add shares of SBA COMMUNICATIONS stock to their portfolio, and 367 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DODGE & COX added 2,328,837 shares (+24.1%) to their portfolio in Q4 2025, for an estimated $450,466,940
- PRINCIPAL FINANCIAL GROUP INC removed 1,353,613 shares (-89.5%) from their portfolio in Q4 2025, for an estimated $261,829,362
- VICTORY CAPITAL MANAGEMENT INC removed 867,170 shares (-96.1%) from their portfolio in Q4 2025, for an estimated $167,736,693
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 785,850 shares (+256.2%) to their portfolio in Q4 2025, for an estimated $152,006,965
- MILLENNIUM MANAGEMENT LLC added 513,002 shares (+171.8%) to their portfolio in Q4 2025, for an estimated $99,229,976
- JPMORGAN CHASE & CO removed 436,336 shares (-8.8%) from their portfolio in Q4 2025, for an estimated $84,400,472
- RIVULET CAPITAL, LLC removed 361,000 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $69,828,230
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
SBA COMMUNICATIONS Government Contracts
We have seen $140,193 of award payments to $SBAC over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- REQUEST CONTRACT FOR CONTINUATION OF DEA SITE LEASE BASE YEAR 1 OCT 2024 - 30 SEPT 2025 OY I 1 OCT 2025 - 3...: $28,413
- TITLE: FY24/STVP/FIRSTNATIONALBANKOFOMAHA/$31,951.27 REQUESTOR: MICHAEL C CROSS JR POP DATES: 09/01/2024 TO...: $13,560
- TITLE: RURR_SBA TOWER II/ANTENNA/NH 11/1/25>10/31/26 REQUESTOR: AMAURIS CALCANO POP DATES: 11/01/2025 T...: $6,831
- TITLE: RURR/TECH/SBA TOWER II LLC /11/01/24>10/31/25 REQUESTOR: JOHN D ZAGINAILOFF POP DATES: 11/01/2024...: $3,870
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
SBA COMMUNICATIONS Congressional Stock Trading
Members of Congress have traded $SBAC stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $SBAC stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 11/12 and 1 sale worth up to $15,000 on 01/09.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
SBA COMMUNICATIONS Analyst Ratings
Wall Street analysts have issued reports on $SBAC in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 12/01/2025
- RBC Capital issued a "Outperform" rating on 11/10/2025
- TD Cowen issued a "Buy" rating on 11/04/2025
To track analyst ratings and price targets for SBA COMMUNICATIONS, check out Quiver Quantitative's $SBAC forecast page.
SBA COMMUNICATIONS Price Targets
Multiple analysts have issued price targets for $SBAC recently. We have seen 12 analysts offer price targets for $SBAC in the last 6 months, with a median target of $224.0.
Here are some recent targets:
- Matthew Niknam from Truist Securities set a target price of $247.0 on 04/22/2026
- Brendan Lynch from Barclays set a target price of $244.0 on 04/16/2026
- Simon Flannery from Morgan Stanley set a target price of $225.0 on 04/09/2026
- Eric Luebchow from Wells Fargo set a target price of $220.0 on 04/07/2026
- Madison Rezaei from Bernstein set a target price of $218.0 on 03/05/2026
- Maher Yaghi from Scotiabank set a target price of $223.0 on 03/02/2026
- Jonathan Atkin from RBC Capital set a target price of $220.0 on 03/02/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Check out the Quiver Quantitative API to build on top of data on congressional stock trading, insider transactions, hedge fund moves, and more.
