SBA COMMUNICATIONS ($SBAC) posted quarterly earnings results for Q4 2025 on Thursday, February 26th. The company reported earnings of $3.19 per share, missing estimates of $3.87 by $0.68. The company also reported revenue of $719,580,000, missing estimates of $740,668,624 by $-21,088,624.
Stock price change since market close: +2.58%
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 316 institutional investors add shares of SBA COMMUNICATIONS stock to their portfolio, and 436 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
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 734,581 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $142,031,236
- 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
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
SBA COMMUNICATIONS Government Contracts
We have seen $92,838 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: RURR/TECH/SBA TOWER II LLC /11/01/24>10/31/25 REQUESTOR: JOHN D ZAGINAILOFF POP DATES: 11/01/2024...: $6,965
- 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: FY24/STVP/FIRSTNATIONALBANKOFOMAHA/$31,951.27 REQUESTOR: MICHAEL C CROSS JR POP DATES: 09/01/2024 TO...: $6,780
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 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 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.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 09/11 and 1 sale worth up to $15,000 on 09/25.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
SBA COMMUNICATIONS Analyst Ratings
Wall Street analysts have issued reports on $SBAC in the last several months. We have seen 5 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
- Citigroup issued a "Buy" rating on 10/16/2025
- UBS issued a "Buy" rating on 10/14/2025
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 13 analysts offer price targets for $SBAC in the last 6 months, with a median target of $232.0.
Here are some recent targets:
- Batya Levi from UBS set a target price of $260.0 on 01/20/2026
- Maher Yaghi from Scotiabank set a target price of $233.0 on 01/14/2026
- Richard Choe from JP Morgan set a target price of $240.0 on 01/12/2026
- Eric Luebchow from Wells Fargo set a target price of $205.0 on 12/16/2025
- Brendan Lynch from Barclays set a target price of $212.0 on 12/01/2025
- Jonathan Atkin from RBC Capital set a target price of $232.0 on 11/10/2025
- Michael Elias from TD Cowen set a target price of $237.0 on 11/04/2025
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.
