SBA COMMUNICATIONS ($SBAC) posted quarterly earnings results on Monday, November 3rd. The company reported earnings of $3.30 per share, beating estimates of $2.24 by $1.06. The company also reported revenue of $732,330,000, beating estimates of $730,481,843 by $1,848,157.
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 321 institutional investors add shares of SBA COMMUNICATIONS stock to their portfolio, and 377 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- COHEN & STEERS, INC. added 3,222,574 shares (+177.2%) to their portfolio in Q2 2025, for an estimated $756,789,278
- BROOKFIELD CORP /ON/ removed 1,008,947 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $236,941,113
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 734,581 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $142,031,236
- DIAMOND HILL CAPITAL MANAGEMENT INC removed 507,935 shares (-25.4%) from their portfolio in Q2 2025, for an estimated $119,283,455
- THRIVENT FINANCIAL FOR LUTHERANS removed 493,559 shares (-95.7%) from their portfolio in Q2 2025, for an estimated $115,907,395
- DAIWA SECURITIES GROUP INC. added 485,656 shares (+1328.4%) to their portfolio in Q2 2025, for an estimated $114,051,455
- NORDEA INVESTMENT MANAGEMENT AB added 465,558 shares (+65.0%) to their portfolio in Q3 2025, for an estimated $90,015,639
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
SBA COMMUNICATIONS Government Contracts
We have seen $95,493 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:
- PURCHASE ORDER FOR RADIO ANTENNA SITE LEASE IN 2023 AT CHASE TOWER CHICAGO: $41,759
- FISCAL YEAR 2021 ANTENNA SITE(S) #137 AND #213 LEASE RENEWAL - SUBJECT TO AVAILABILITY OF FUNDS.: $26,732
- FISCAL YEAR 2021 ANTENNA SITE(S) #329 LEASE RENEWAL - SUBJECT TO AVAILABILITY OF FUNDS.: $10,274
- TITLE: RURR/TECH/SBA TOWER II LLC /11/01/24>10/31/25 REQUESTOR: JOHN D ZAGINAILOFF POP DATES: 11/01/2024...: $9,947
- 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 3 times in the past 6 months. Of those trades, 1 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 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.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $100,000 on 05/12.
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:
- Citigroup issued a "Buy" rating on 10/16/2025
- UBS issued a "Buy" rating on 10/14/2025
- RBC Capital issued a "Outperform" rating on 10/02/2025
- Barclays issued a "Overweight" rating on 09/15/2025
- JMP Securities issued a "Market Outperform" rating on 08/05/2025
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 11 analysts offer price targets for $SBAC in the last 6 months, with a median target of $235.0.
Here are some recent targets:
- Eric Luebchow from Wells Fargo set a target price of $215.0 on 10/20/2025
- Michael Rollins from Citigroup set a target price of $235.0 on 10/16/2025
- Simon Flannery from Morgan Stanley set a target price of $220.0 on 10/16/2025
- Batya Levi from UBS set a target price of $275.0 on 10/14/2025
- Jonathan Atkin from RBC Capital set a target price of $235.0 on 10/02/2025
- Brett Feldman from Goldman Sachs set a target price of $220.0 on 10/01/2025
- Brandon Nispel from Keybanc set a target price of $235.0 on 09/17/2025
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.
