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2026-09-09 21:45
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Crown Castle Inc. (CCI) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript | FMP Stock News | |
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2026-09-09 21:45
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Crown Castle Inc. (CCI) Presents at Citi's 2026 Global TMT Conference Transcript | FMP Stock News | |
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Crown Castle Inc. (CCI) Citi's 2026 Global TMT Conference September 9, 2026 9:30 AM EDTCompany Participants Kris Hinson - Executive VP & Chief Commercial Officer Conference Call Participants Michael Rollins - Citigroup Inc., Research Division Presentation Michael Rollins Citigroup Inc., Research Division Good morning to everyone again. And before we begin, disclosures are available at the registration desk. And for those of you that I haven't met, I'm Mike Rollins, and I cover communication services and infrastructure for Citi. We're pleased to welcome Kris Hinson, Chief Commercial Officer of Crown Castle. Kris, thank you so much for joining us, and congratulations on your new role. It's, I think, the first time that we're sitting down together since you took the new responsibilities. Kris Hinson Executive VP & Chief Commercial Officer It is. Yes, it's great to be here. Thanks a lot for having us. Question-and-Answer Session Michael Rollins Citigroup Inc., Research Division Kris, maybe just to get us started, love to learn a little bit more about your new responsibilities and just to kind of set the stage for our conversation, what you're focused on for Crown Castle? Kris Hinson Executive VP & Chief Commercial Officer Sure. I think that both me going into this role and where I'm focused is well aligned with where Crown Castle has been focused since we announced the sale of our Fiber and Small Cell business. We are the only large publicly traded tower company that's focused exclusively on the U.S. And I think that focus has played out well. You've seen the efficiencies that we've already been able to take with the business. I think on the commercial side, my focus has been very closely related to that, which as we have made this transition to a tower-only company, we need to make sure that the commercial org is set |
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2026-09-05 18:38
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2026-09-05 04:03
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Crown Castle (NYSE:CCI) and Digital Realty Trust (NYSE:DLR) Financial Comparison | FMP Stock News | |
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Digital Realty Trust (NYSE:DLR – Get Free Report) and Crown Castle (NYSE:CCI – Get Free Report) are both large-cap real estate companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, institutional ownership, risk, dividends, analyst recommendations, earnings and valuation.Profitability This table compares Digital Realty Trust and Crown Castle’s net margins, return on equity and return on assets. Net Margins Return on Equity Return on Assets Digital Realty Trust 11.80% 3.34% 1.59% Crown Castle 20.71% -51.60% 3.70% Analyst Recommendations This is a breakdown of current ratings and target prices for Digital Realty Trust and Crown Castle, as provided by MarketBeat.com. Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Digital Realty Trust 0 6 25 1 2.84 Crown Castle 0 12 7 2 2.52 Digital Realty Trust currently has a consensus target price of $219.45, indicating a potential upside of 16.51%. Crown Castle has a consensus target price of $95.13, indicating a potential upside of 25.58%. Given Crown Castle’s higher possible upside, analysts plainly believe Crown Castle is more favorable than Digital Realty Trust. Insider & Institutional Ownership 99.7% of Digital Realty Trust shares are owned by institutional investors. Comparatively, 90.8% of Crown Castle shares are owned by institutional investors. 0.2% of Digital Realty Trust shares are owned by insiders. Comparatively, 0.1% of Crown Castle shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth. Dividends Digital Realty Trust pays an annual dividend of $4.88 per share and has a dividend yield of 2.6%. Crown Castle pays an annual dividend of $4.25 per share and has a dividend yield of 5.6%. Digital Realty Trust pays out 236.9% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Crown Castle pays out 215.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Crown Castle is clearly the better dividend stock, given its higher yield and lower payout ratio. Earnings and Valuation This table compares Digital Realty Trust and Crown Castle”s revenue, earnings per share and valuation. Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Digital Realty Trust $6.11 billion 11.43 $1.31 billion $2.06 91.43 Crown Castle $4.26 billion 7.56 $444.00 million $1.97 38.45 Digital Realty Trust has higher revenue and earnings than Crown Castle. Crown Castle is trading at a lower price-to-earnings ratio than Digital Realty Trust, indicating that it is currently the more affordable of the two stocks. Volatility and Risk Digital Realty Trust has a beta of 1.02, indicating that its share price is 2% more volatile than the S&P 500. Comparatively, Crown Castle has a beta of 0.95, indicating that its share price is 5% less volatile than the S&P 500. Summary Digital Realty Trust beats Crown Castle on 11 of the 17 factors compared between the two stocks. (Get Free Report) Digital Realty Trust, Inc. operates as a real estate investment trust, which engages in the provision of data center, colocation and interconnection solutions. It serves the following industries: artificial intelligence (AI), networks, cloud, digital media, mobile, financial services, healthcare, and gaming. The company was founded on March 9, 2004, and is headquartered in Dallas, TX. About Crown Castle (Get Free Report) Crown Castle owns, operates and leases more than 40,000 cell towers and approximately 90,000 route miles of fiber supporting small cells and fiber solutions across every major U.S. market. This nationwide portfolio of communications infrastructure connects cities and communities to essential data, technology and wireless service – bringing information, ideas and innovations to the people and businesses that need them. Receive News & Ratings for Digital Realty Trust Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Digital Realty Trust and related companies with MarketBeat.com's FREE daily email newsletter. |
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2026-09-02 20:05
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2026-09-02 13:52
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These 2 Cell Tower REITs Just Paid Investors—One Dividend Looks Far Better | FMP Stock News | |
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American Tower and Crown Castle both raised guidance and cut dividend checks this month, but the coverage math behind those payouts tells a story that should make income investors look twice before treating them as equals.This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Two of the largest cell tower REITs just wrote investors checks, and the payout coverage math tells opposite stories. American Tower (NYSE:AMT | AMT Price Prediction) paid $1.79 per share on July 13, 2026, its second straight quarter at a rate that runs 5.3% above the prior year. Crown Castle (NYSE:CCI) paid $1.0625 per share for the June 30 record period, the sixth consecutive quarter at that reset rate after a 32% cut that took effect with the March 2025 payment. Both operators raised full-year AFFO guidance in July. Only one has the coverage cushion to back the checks it is writing. American Tower: Payout Coverage Grade A- American Tower is running an annualized dividend rate of $7.16 per share against a full-year 2026 attributable AFFO outlook of $11.00 to $11.17 per share. At the midpoint, that is roughly a 65% AFFO payout ratio, leaving meaningful headroom for reinvestment, buybacks, and further deleveraging. The Q2 2026 earnings report reinforced the coverage math. Operating cash flow reached $1.487 billion against a dividend outlay of $834.7 million and capex of $320.9 million. Net leverage finished at 4.9 times, inside management’s target range of three to five times. CFO Rod Smith framed the priority stack plainly: “First and foremost, it’s supporting the dividend and a growing dividend.” The engine underneath is diversifying. CoreSite delivered double-digit revenue growth for the fifth consecutive quarter, and management raised its 2026 data-center revenue growth outlook to approximately 15% from a prior 13%. Steve Vondran told investors 2026 is the trough for attributable AFFO per share growth, with mid-to-high single-digit growth expected to return in 2027 as DISH churn and refinancing costs ease. Crown Castle: Payout Coverage Grade C Crown Castle is paying an annualized $4.25 per share against 2026 AFFO guidance of $4.53 to $4.65 per share. That works out to an AFFO payout ratio of roughly 93% at the midpoint. There is no cushion for downside surprises, and management has been explicit about how thin the buffer is. A payout that already absorbed a 32% cut and now runs this close to AFFO is exactly the setup we flagged in a free report on the seven warning signs a big dividend is about to be trimmed. CEO Chris Hillebrand described the dividend as “sacrosanct” and said any excess cash after funding it goes first to the target investment-grade leverage range of six to six and a half times net debt to EBITDA. Quarter-end leverage sat at 6.3 times, and total net leverage of 6.1x is now within striking distance of the 7.0x covenant ceiling. Sale proceeds from the $8.4 billion fiber and small cell divestiture funded a $1 billion buyback that retired more than 11 million shares and trimmed the annual dividend obligation by $47 million. Tenant concentration remains the bigger overhang. T-Mobile, AT&T, and Verizon together account for 93% of site rental revenues, and Crown Castle is pursuing a $3.5 billion contractual claim against DISH Wireless in bankruptcy court. Head to Head on the Numbers Metric American Tower Crown Castle Latest quarterly dividend $1.79 $1.0625 YoY dividend change +5.3% Unchanged (after 32% cut) 2026 AFFO payout ratio (midpoint) ~65% ~93% Net leverage 4.9x 6.3x YTD price change +2.24% -12.59% What to Watch Next For American Tower, the key checkpoint is the pace of CoreSite lease-up and whether 2027 delivers the promised inflection back to mid-to-high single-digit AFFO growth. Management has committed over $700 million in 2026 capital to data-center capacity, and Vondran said the company is still underwriting mid-teens or better stabilized yields on those investments. For Crown Castle, the near-term catalysts are the DISH bankruptcy proceedings and progress toward the promised couple-hundred-basis-point EBITDA margin expansion. Full-year 2026 organic growth, excluding Sprint cancellations and DISH terminations, guides to 3.4%, with more than 90% of that already contracted. Keep an eye on the stock as the escrow account tied to the AT&T-EchoStar spectrum deal takes shape: a favorable recovery could ease the coverage math that currently separates these two REITs by a full letter grade. Contact [email protected] for any questions or corrections. |
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2026-09-02 17:37
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2026-09-02 03:50
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Jupiter Topco LLC Buys New Position in Crown Castle Inc. $CCI | FMP Stock News | |
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Jupiter Topco LLC bought a new position in shares of Crown Castle Inc. (NYSE:CCI – Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 56,942 shares of the real estate investment trust’s stock, valued at approximately $4,310,000.Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Cooke & Bieler LP raised its holdings in shares of Crown Castle by 21.2% in the 4th quarter. Cooke & Bieler LP now owns 2,930,797 shares of the real estate investment trust’s stock worth $260,460,000 after purchasing an additional 511,763 shares in the last quarter. Legal & General Group Plc grew its position in Crown Castle by 7.2% in the fourth quarter. Legal & General Group Plc now owns 6,025,433 shares of the real estate investment trust’s stock worth $535,480,000 after buying an additional 403,943 shares during the last quarter. Fisher Asset Management LLC increased its holdings in shares of Crown Castle by 1.0% in the fourth quarter. Fisher Asset Management LLC now owns 5,506,580 shares of the real estate investment trust’s stock valued at $489,370,000 after buying an additional 54,078 shares in the last quarter. Swiss Life Asset Management Ltd increased its holdings in shares of Crown Castle by 14.2% in the fourth quarter. Swiss Life Asset Management Ltd now owns 101,289 shares of the real estate investment trust’s stock valued at $9,002,000 after buying an additional 12,610 shares in the last quarter. Finally, Northwestern Mutual Wealth Management Co. lifted its position in shares of Crown Castle by 123.8% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 36,080 shares of the real estate investment trust’s stock valued at $3,206,000 after acquiring an additional 19,962 shares during the last quarter. 90.77% of the stock is currently owned by institutional investors. Crown Castle Stock Performance Crown Castle stock opened at $75.70 on Wednesday. The company has a 50 day moving average price of $76.60 and a 200 day moving average price of $83.73. Crown Castle Inc. has a 52 week low of $69.72 and a 52 week high of $100.50. The firm has a market capitalization of $32.21 billion, a price-to-earnings ratio of 38.43, a P/E/G ratio of 0.68 and a beta of 0.95. Crown Castle (NYSE:CCI – Get Free Report) last posted its quarterly earnings data on Wednesday, July 22nd. The real estate investment trust reported $0.22 earnings per share for the quarter, missing the consensus estimate of $0.39 by ($0.17). Crown Castle had a negative return on equity of 51.60% and a net margin of 20.71%.The firm had revenue of $1.01 billion for the quarter, compared to analysts’ expectations of $995.05 million. During the same quarter in the previous year, the firm posted $0.67 earnings per share. The company’s revenue for the quarter was down 4.9% on a year-over-year basis. Crown Castle has set its FY 2026 guidance at 4.530-4.650 EPS. Equities analysts forecast that Crown Castle Inc. will post 4.39 earnings per share for the current fiscal year. Crown Castle Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Tuesday, September 15th will be issued a dividend of $1.0625 per share. The ex-dividend date is Tuesday, September 15th. This represents a $4.25 dividend on an annualized basis and a dividend yield of 5.6%. Crown Castle’s payout ratio is currently 215.74%. Insider Buying and Selling at Crown Castle In related news, VP Robert Sean Collins sold 1,500 shares of the company’s stock in a transaction on Friday, August 7th. The stock was sold at an average price of $75.89, for a total transaction of $113,835.00. Following the transaction, the vice president directly owned 5,113 shares of the company’s stock, valued at approximately $388,025.57. The trade was a 22.68% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.09% of the company’s stock. Analysts Set New Price Targets CCI has been the subject of several research reports. Truist Financial reduced their price objective on Crown Castle from $95.00 to $87.00 and set a “hold” rating for the company in a research note on Tuesday, July 28th. Wolfe Research lowered Crown Castle from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, May 20th. Citigroup reaffirmed a “market outperform” rating on shares of Crown Castle in a report on Friday, July 24th. JPMorgan Chase & Co. decreased their price target on Crown Castle from $95.00 to $85.00 and set a “neutral” rating for the company in a research report on Thursday, July 23rd. Finally, Jefferies Financial Group dropped their price target on Crown Castle from $88.00 to $82.00 and set a “hold” rating on the stock in a research note on Wednesday, July 15th. Two investment analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating and twelve have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $95.13. Check Out Our Latest Research Report on Crown Castle About Crown Castle (Free Report) Crown Castle is a U.S.-focused communications infrastructure company organized as a real estate investment trust (REIT) that owns, operates and leases shared wireless infrastructure. Its primary business consists of providing tower-based site leases, small cell networks and fiber solutions that support mobile voice and data transmission for wireless carriers, cable companies and other enterprise customers. The company’s assets are positioned to enable network coverage and capacity, including the densification projects associated with 4G LTE and 5G deployments. Its product and service offerings include ground-based tower sites that host multiple wireless operators, distributed small cell nodes and associated fiber backhaul used to connect sites into carrier networks, and site development and maintenance services. See Also Five stocks we like better than Crown Castle Dutch Bros Sell-Off Creates a Growth Opportunity NVIDIA’s MediaTek Bet Shows How It Plans to Defend Its AI Moat Is Abercrombie & Fitch’s Hot Streak Just Getting Started? Medtronic’s Stars Are Aligning for a Price Recovery Receive News & Ratings for Crown Castle Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Crown Castle and related companies with MarketBeat.com's FREE daily email newsletter. |
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2026-09-01 12:23
8d ago
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2026-09-01 07:30
8d ago
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Space Race Meets Ground Reality for Tower REITs | FMP Stock News | |
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The direct-to-device space economy entered a new competitive phase in August 2026.SpaceX Today $143.73 +2.23 (+1.58%) As of 08/31/2026 04:00 PM Eastern $104.83▼ $225.64$220.20 SpaceX NASDAQ: SPCX formally outlined ambitions to challenge telecom giants with Starlink Mobile, while competitors race to get their own satellite arrays ready for consumer availability. This escalation naturally raises questions about the future of traditional ground infrastructure. If cellular coverage blankets the globe from low-Earth orbit, investors rightly wonder whether the steel towers anchoring modern telecommunications will face sudden obsolescence. Get Crown Castle alerts: The market has occasionally punished earthbound telecom stocks on the premise of satellite disruption. Beneath the headlines, however, lies a harsh physical and financial reality. The physics of bandwidth and the capital required to replicate urban network density suggest a very different outcome. Ground-level macro towers are not being replaced; they are being complemented. By examining the limitations of space-based networks, a clear picture emerges of why terrestrial incumbents maintain a moat over satellite challengers. Orbital Telecom Vs. Terrestrial YieldsThe telecommunications sector is experiencing a structural shift as orbital assets come online. Translating that shift into portfolio strategy requires looking past the launch hype and focusing heavily on capital allocation and network physics. Firing the First Shot in the Satellite Telecom WarThe timeline for space-based cellular is accelerating as we approach the end of summer. During a highly anticipated August 2026 earnings call, SpaceX management detailed plans for a competitive terrestrial network. The primary goal is to leverage Starlink's expanding orbital footprint to beam connectivity directly to unmodified consumer smartphones worldwide. This builds on the approximately $19.6 billion mid-band spectrum acquisition SpaceX made from EchoStar, transitioning the aerospace firm from shared spectrum agreements to owning exclusive bandwidth. SpaceX is not alone in this orbital land grab. AST SpaceMobile NASDAQ: ASTS recently deployed its latest BlueBird satellites, securing a targeted fourth-quarter commercial launch alongside US Mobile. These technological milestones successfully address the rural coverage divide, a persistent headache for legacy carriers. Beaming a signal from space easily connects a hiker in Wyoming or a rural farming operation. The disruption narrative currently weighing on the market suggests these deployments will eventually bleed into high-density suburban and urban markets, eating into the core market share of ground-based operators. The $130 Billion Reality CheckProviding text messages to remote areas is a solved problem. Streaming high-definition video in a packed metropolitan stadium via satellite is an entirely different physics equation. Low-Earth orbit satellites face severe spectrum constraints and signal degradation when attempting to penetrate urban foliage, thick concrete buildings, and severe weather systems. Bank of America NYSE: BAC recently issued a decisive defense of legacy infrastructure, noting that SpaceX's proposed network topology would be difficult to scale for high-density capacity. The company has proposed consumer-mounted femtocells to bypass standard towers. The financial barrier to scaling this technology, however, would be steep. Bernstein analysts estimate that building a standalone mobile network to rival existing carriers would require roughly $50 billion to $130 billion in capital expenditures. To replicate the dense capacity of existing outdoor networks without traditional cell towers, operators would theoretically need hundreds of millions of micro-receivers scattered across the country. Satellite telecom is poised to act as a crucial, highly profitable complementary layer designed to close global dead zones. However, it currently lacks the physical capacity to carry the terabytes of data generated by urban centers without macro-tower power, heavy fiber backhaul, and established municipal permitting. Crown Castle's 5.6% Yield Is Hiding in Plain SightThis physical limitation creates a highly favorable environment for restructured terrestrial operators. Crown Castle NYSE: CCI recently executed a fundamental pivot, selling its fiber and small-cell segments to EQT Holdings and Zayo for approximately $8.5 billion. By shedding these capital-intensive divisions, Crown Castle transformed back into a pure-play United States macro tower real estate investment trust (REIT). Crown Castle Today CCI Crown Castle $76.25 +0.11 (+0.14%) As of 08/31/2026 03:58 PM Eastern $69.72▼ $100.505.57% 38.71 $95.13 Management used this strategic divestiture to reset Crown Castle's capital allocation framework. The annualized dividend was adjusted to roughly $4.25 per share, establishing a highly sustainable adjusted funds from operations payout ratio of around 75% to 80%. Currently trading near $76, the stock offers an estimated 5.6% yield. Recent intrinsic value models suggest Crown Castle trades at a severe discount, approaching 33% below discounted cash flow estimates. The market has temporarily mispriced the REIT due to the combination of its dividend reset and misplaced fears regarding satellite disruption. For value-oriented investors, Crown Castle represents a streamlined infrastructure asset operating securely within a well-established moat. American Tower's Defensive EdgeWhile Crown Castle focuses entirely on the domestic market, American Tower NYSE: AMT leverages its global footprint and strategic balance sheet management to defend its position. Recognizing shifting macroeconomic headwinds in emerging markets in early 2024, American Tower management decided to temporarily pause its long-running streak of aggressive dividend growth. American Tower Today AMT American Tower $175.94 -0.29 (-0.16%) As of 08/31/2026 03:58 PM Eastern $160.06▼ $205.214.07% 24.20 $215.29 That period of financial conservatism proved strictly temporary. American Tower resumed its dividend growth trajectory in March 2025, bumping the quarterly payout to $1.70 per share. As of March 2026, the cash distribution was raised further to $1.79 per share. With shares currently trading around $176, this renewed dividend expansion signals management’s confidence in the underlying business model, shrugging off the perceived threat of orbital telecom disruption. By deleveraging during that 2024 pause, American Tower created the financial flexibility required to absorb incoming capital expenditure demands. The enterprise is actively investing in edge computing data centers situated at the base of its existing cell towers. This edge strategy acts as a direct hedge against localized telecom disruption. As artificial intelligence applications demand lower latency and higher processing power at the local level, American Tower is transforming its real estate into decentralized computing hubs. This evolution helps ensure that American Tower remains indispensable to modern data transmission, regardless of whether a signal originates from a nearby cell phone or a low Earth orbit satellite. Positioning Portfolios for the Telecom Infrastructure ShiftThe commercialization of space-based mobile networks is an undeniable technological triumph. Companies launching these satellites will likely generate substantial revenue by connecting the most remote regions of the world and partnering with existing telecom giants to fill coverage gaps. However, the terrestrial cell tower remains the undisputed backbone of global, high-density telecommunications. The physical necessity of ground-level power, fiber connections, and raw localized bandwidth protects the cash flows of incumbent tower operators. Investors may want to monitor pure-play tower REITs such as Crown Castle and diversified operators such as American Tower, as their current valuations appear disconnected from the enduring reality of their infrastructure moats. Evaluating these equities during periods of satellite-driven market noise could provide a strategic entry point before the market fully prices in the limitations of orbital bandwidth. Continue following MarketBeat Add MarketBeat as your preferred source on Google to see our latest stories in your feed. Should You Invest $1,000 in Crown Castle Right Now?Before you consider Crown Castle, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Crown Castle wasn't on the list. While Crown Castle currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. View The Five Stocks Here Learn the basics of options trading and how to use them to boost returns and manage risk with this free report from MarketBeat. Click the link below to get your free copy. Get This Free Report |
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2026-08-31 11:30
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2026-08-26 03:57
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Bank of Nova Scotia Acquires Shares of 64,586 Crown Castle Inc. $CCI | FMP Stock News | |
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Bank of Nova Scotia acquired a new position in shares of Crown Castle Inc. (NYSE:CCI – Free Report) during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 64,586 shares of the real estate investment trust’s stock, valued at approximately $4,891,000.Several other institutional investors and hedge funds also recently modified their holdings of the stock. Compass Financial Management LLC acquired a new stake in shares of Crown Castle in the second quarter valued at about $2,678,000. Elevation Point Wealth Partners LLC acquired a new position in Crown Castle during the 2nd quarter worth approximately $227,000. Daiichi Life Insurance Co. Ltd. acquired a new position in Crown Castle during the 2nd quarter worth approximately $219,000. Commerce Bank purchased a new position in Crown Castle in the 2nd quarter worth approximately $1,271,000. Finally, Northwestern Mutual Wealth Management Co. purchased a new position in Crown Castle in the 2nd quarter worth approximately $629,000. Hedge funds and other institutional investors own 90.77% of the company’s stock. Wall Street Analyst Weigh In A number of analysts have recently issued reports on CCI shares. Wall Street Zen upgraded shares of Crown Castle from a “sell” rating to a “hold” rating in a research note on Saturday, May 16th. Weiss Ratings reissued a “hold (c-)” rating on shares of Crown Castle in a research report on Wednesday, August 19th. Jefferies Financial Group decreased their target price on shares of Crown Castle from $88.00 to $82.00 and set a “hold” rating for the company in a research note on Wednesday, July 15th. Truist Financial lowered their price target on shares of Crown Castle from $95.00 to $87.00 and set a “hold” rating for the company in a report on Tuesday, July 28th. Finally, Wolfe Research downgraded shares of Crown Castle from an “outperform” rating to a “peer perform” rating in a research note on Wednesday, May 20th. Two analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and twelve have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $95.13. Read Our Latest Stock Analysis on CCI Crown Castle Trading Down 0.2% CCI stock opened at $76.25 on Wednesday. The firm has a 50 day simple moving average of $77.38 and a 200-day simple moving average of $83.98. The company has a market capitalization of $32.44 billion, a P/E ratio of 38.71, a PEG ratio of 0.41 and a beta of 0.95. Crown Castle Inc. has a twelve month low of $69.72 and a twelve month high of $102.19. Crown Castle (NYSE:CCI – Get Free Report) last posted its quarterly earnings data on Wednesday, July 22nd. The real estate investment trust reported $0.22 EPS for the quarter, missing analysts’ consensus estimates of $0.39 by ($0.17). The company had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $995.05 million. Crown Castle had a net margin of 20.71% and a negative return on equity of 51.60%. The company’s revenue was down 4.9% compared to the same quarter last year. During the same quarter last year, the company earned $0.67 earnings per share. Crown Castle has set its FY 2026 guidance at 4.530-4.650 EPS. On average, research analysts predict that Crown Castle Inc. will post 4.39 EPS for the current year. Crown Castle Announces Dividend The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Tuesday, September 15th will be paid a $1.0625 dividend. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $4.25 annualized dividend and a dividend yield of 5.6%. Crown Castle’s dividend payout ratio is presently 215.74%. Insider Activity In other news, VP Robert Sean Collins sold 1,500 shares of the firm’s stock in a transaction on Friday, August 7th. The stock was sold at an average price of $75.89, for a total transaction of $113,835.00. Following the transaction, the vice president directly owned 5,113 shares of the company’s stock, valued at approximately $388,025.57. This trade represents a 22.68% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 0.09% of the company’s stock. About Crown Castle (Free Report) Crown Castle is a U.S.-focused communications infrastructure company organized as a real estate investment trust (REIT) that owns, operates and leases shared wireless infrastructure. Its primary business consists of providing tower-based site leases, small cell networks and fiber solutions that support mobile voice and data transmission for wireless carriers, cable companies and other enterprise customers. The company’s assets are positioned to enable network coverage and capacity, including the densification projects associated with 4G LTE and 5G deployments. Its product and service offerings include ground-based tower sites that host multiple wireless operators, distributed small cell nodes and associated fiber backhaul used to connect sites into carrier networks, and site development and maintenance services. Featured Stories Five stocks we like better than Crown Castle Pathward’s Credit Scare Tests Its Comeback Story Wiring the AI Boom: Rumble’s $13.7B Pivot StoneX: Too Far Too Fast? DICK’s Sporting Goods Faces Pain Now for a Bigger Prize Want to see what other hedge funds are holding CCI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Crown Castle Inc. (NYSE:CCI – Free Report). Receive News & Ratings for Crown Castle Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Crown Castle and related companies with MarketBeat.com's FREE daily email newsletter. |
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2026-08-24 10:21
16d ago
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2026-08-24 03:54
17d ago
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Ally Financial Inc. Invests $984,000 in Crown Castle Inc. $CCI | FMP Stock News | |
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Ally Financial Inc. acquired a new stake in Crown Castle Inc. (NYSE:CCI – Free Report) during the second quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 13,000 shares of the real estate investment trust’s stock, valued at approximately $984,000.Other large investors also recently modified their holdings of the company. Wiser Advisor Group LLC bought a new position in shares of Crown Castle during the 3rd quarter worth approximately $29,000. Triumph Capital Management acquired a new stake in shares of Crown Castle during the 3rd quarter worth approximately $31,000. Hilton Head Capital Partners LLC increased its stake in shares of Crown Castle by 55.6% in the 1st quarter. Hilton Head Capital Partners LLC now owns 375 shares of the real estate investment trust’s stock valued at $31,000 after acquiring an additional 134 shares in the last quarter. MV Capital Management Inc. bought a new stake in shares of Crown Castle in the 4th quarter valued at $34,000. Finally, Global Assets Advisory LLC acquired a new position in shares of Crown Castle during the 1st quarter valued at $32,000. 90.77% of the stock is currently owned by institutional investors and hedge funds. Crown Castle Price Performance CCI opened at $75.53 on Monday. Crown Castle Inc. has a fifty-two week low of $69.72 and a fifty-two week high of $104.61. The firm has a market capitalization of $32.13 billion, a PE ratio of 38.34, a P/E/G ratio of 0.40 and a beta of 0.95. The company’s 50-day moving average is $77.86 and its 200 day moving average is $84.10. Crown Castle (NYSE:CCI – Get Free Report) last issued its quarterly earnings data on Wednesday, July 22nd. The real estate investment trust reported $0.22 EPS for the quarter, missing analysts’ consensus estimates of $0.39 by ($0.17). The company had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $995.05 million. Crown Castle had a negative return on equity of 51.60% and a net margin of 20.71%.The business’s revenue for the quarter was down 4.9% on a year-over-year basis. During the same period in the prior year, the firm posted $0.67 earnings per share. Crown Castle has set its FY 2026 guidance at 4.530-4.650 EPS. As a group, analysts expect that Crown Castle Inc. will post 4.39 EPS for the current year. Crown Castle Announces Dividend The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Tuesday, September 15th will be given a dividend of $1.0625 per share. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $4.25 annualized dividend and a dividend yield of 5.6%. Crown Castle’s payout ratio is presently 215.74%. Analyst Ratings Changes CCI has been the subject of a number of research reports. Citizens Jmp reduced their price target on shares of Crown Castle from $125.00 to $120.00 and set a “market outperform” rating for the company in a report on Friday, July 24th. JPMorgan Chase & Co. decreased their target price on Crown Castle from $95.00 to $85.00 and set a “neutral” rating for the company in a research report on Thursday, July 23rd. TD Cowen dropped their price target on Crown Castle from $94.00 to $92.00 and set a “buy” rating on the stock in a research note on Thursday, July 23rd. Truist Financial reduced their price objective on Crown Castle from $95.00 to $87.00 and set a “hold” rating for the company in a research note on Tuesday, July 28th. Finally, Citigroup reaffirmed a “market outperform” rating on shares of Crown Castle in a research report on Friday, July 24th. Two analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and twelve have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $95.13. View Our Latest Report on CCI Insider Transactions at Crown Castle In related news, VP Robert Sean Collins sold 1,500 shares of the company’s stock in a transaction on Friday, August 7th. The stock was sold at an average price of $75.89, for a total transaction of $113,835.00. Following the completion of the sale, the vice president owned 5,113 shares in the company, valued at approximately $388,025.57. This represents a 22.68% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Company insiders own 0.09% of the company’s stock. About Crown Castle (Free Report) Crown Castle is a U.S.-focused communications infrastructure company organized as a real estate investment trust (REIT) that owns, operates and leases shared wireless infrastructure. Its primary business consists of providing tower-based site leases, small cell networks and fiber solutions that support mobile voice and data transmission for wireless carriers, cable companies and other enterprise customers. The company’s assets are positioned to enable network coverage and capacity, including the densification projects associated with 4G LTE and 5G deployments. Its product and service offerings include ground-based tower sites that host multiple wireless operators, distributed small cell nodes and associated fiber backhaul used to connect sites into carrier networks, and site development and maintenance services. Featured Stories Five stocks we like better than Crown Castle VIG, VYM, and VYMI: Which Vanguard Dividend ETF Is Right for You? 3 Closed-End Funds to Maximize Dividend Payments Rocket Lab’s Sell-Off Is Fading—Is It Finally Safe to Buy? $27 Billion in Buybacks: 3 Stocks Betting Their Strong Runs Aren’t Over Want to see what other hedge funds are holding CCI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Crown Castle Inc. (NYSE:CCI – Free Report). Receive News & Ratings for Crown Castle Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Crown Castle and related companies with MarketBeat.com's FREE daily email newsletter. |
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2026-08-23 12:37
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2026-08-23 05:01
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Emerald Investment Advisers LLC Invests $1.29 Million in Crown Castle Inc. $CCI | FMP Stock News | |
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Emerald Investment Advisers LLC bought a new position in shares of Crown Castle Inc. (NYSE:CCI – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 17,034 shares of the real estate investment trust’s stock, valued at approximately $1,290,000.Other hedge funds have also recently bought and sold shares of the company. BlackRock Inc. purchased a new stake in Crown Castle during the second quarter worth approximately $3,326,154,000. Norges Bank purchased a new position in shares of Crown Castle in the 4th quarter valued at $594,670,000. Lazard Asset Management LLC raised its stake in shares of Crown Castle by 124.2% in the 4th quarter. Lazard Asset Management LLC now owns 11,635,117 shares of the real estate investment trust’s stock valued at $1,034,013,000 after acquiring an additional 6,445,237 shares during the period. Deutsche Bank AG acquired a new position in shares of Crown Castle during the 2nd quarter valued at $429,341,000. Finally, Cohen & Steers Inc. lifted its holdings in shares of Crown Castle by 11.0% during the 4th quarter. Cohen & Steers Inc. now owns 39,790,292 shares of the real estate investment trust’s stock valued at $3,536,214,000 after acquiring an additional 3,953,685 shares in the last quarter. Hedge funds and other institutional investors own 90.77% of the company’s stock. Insider Activity In other news, VP Robert Sean Collins sold 1,500 shares of Crown Castle stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $75.89, for a total transaction of $113,835.00. Following the sale, the vice president directly owned 5,113 shares of the company’s stock, valued at approximately $388,025.57. The trade was a 22.68% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 0.09% of the company’s stock. Crown Castle Trading Up 0.2% Shares of CCI stock opened at $75.53 on Friday. The company has a market capitalization of $32.13 billion, a PE ratio of 38.34, a price-to-earnings-growth ratio of 0.40 and a beta of 0.95. The firm has a fifty day simple moving average of $77.86 and a 200-day simple moving average of $84.11. Crown Castle Inc. has a twelve month low of $69.72 and a twelve month high of $104.61. Crown Castle (NYSE:CCI – Get Free Report) last released its quarterly earnings results on Wednesday, July 22nd. The real estate investment trust reported $0.22 earnings per share for the quarter, missing analysts’ consensus estimates of $0.39 by ($0.17). Crown Castle had a net margin of 20.71% and a negative return on equity of 51.60%. The firm had revenue of $1.01 billion for the quarter, compared to analyst estimates of $995.05 million. During the same period in the previous year, the business posted $0.67 earnings per share. Crown Castle’s revenue for the quarter was down 4.9% on a year-over-year basis. Crown Castle has set its FY 2026 guidance at 4.530-4.650 EPS. Equities research analysts predict that Crown Castle Inc. will post 4.39 EPS for the current year. Crown Castle Announces Dividend The firm also recently announced a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Tuesday, September 15th will be paid a dividend of $1.0625 per share. The ex-dividend date is Tuesday, September 15th. This represents a $4.25 annualized dividend and a dividend yield of 5.6%. Crown Castle’s dividend payout ratio (DPR) is currently 215.74%. Wall Street Analyst Weigh In A number of analysts recently weighed in on the stock. Barclays upped their price target on shares of Crown Castle from $91.00 to $92.00 and gave the stock an “equal weight” rating in a research report on Monday, May 4th. Wall Street Zen raised Crown Castle from a “sell” rating to a “hold” rating in a research report on Saturday, May 16th. Truist Financial reduced their price objective on Crown Castle from $95.00 to $87.00 and set a “hold” rating on the stock in a research note on Tuesday, July 28th. Jefferies Financial Group decreased their target price on Crown Castle from $88.00 to $82.00 and set a “hold” rating for the company in a research report on Wednesday, July 15th. Finally, Citigroup reiterated a “market outperform” rating on shares of Crown Castle in a research note on Friday, July 24th. Two equities research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and twelve have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $95.13. Get Our Latest Report on CCI Crown Castle Company Profile (Free Report) Crown Castle is a U.S.-focused communications infrastructure company organized as a real estate investment trust (REIT) that owns, operates and leases shared wireless infrastructure. Its primary business consists of providing tower-based site leases, small cell networks and fiber solutions that support mobile voice and data transmission for wireless carriers, cable companies and other enterprise customers. The company’s assets are positioned to enable network coverage and capacity, including the densification projects associated with 4G LTE and 5G deployments. Its product and service offerings include ground-based tower sites that host multiple wireless operators, distributed small cell nodes and associated fiber backhaul used to connect sites into carrier networks, and site development and maintenance services. Recommended Stories Five stocks we like better than Crown Castle 2 Biotech Stocks Shaping Up for Major Breakouts 3 Stocks Came Roaring Back—Now They’re Flashing Warning Signs 3 Beaten-Down Stocks That Haven’t Gotten the Message About the S&P 500’s Record Run Darden Restaurants Just Hit a 52-Week High–Is the Olive Garden Comeback Story Legit? Receive News & Ratings for Crown Castle Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Crown Castle and related companies with MarketBeat.com's FREE daily email newsletter. |
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2026-08-20 14:24
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2026-08-20 07:54
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Crown Castle Draws an Upgrade With a Lower Price Target | FMP Stock News | |
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Crown CastleCCI +1.5% 62 rose 0.47% premarket after Barclays upgraded the stock to Overweight from Equalweight while cutting its price target to $84 from $92. Analyst Brendon Lynch attributes part of this year's weakness to fears that Crown Castle is more exposed than international peers to satellite competition. Barclays disagrees, arguing SpaceX's SPCX -4.84% 15 Starlink has an interest in a terrestrial network that is a net positive for towers. It also pushes back on readings of the reduced 2026 services gross margin guidance as a signal of slowing leasing, saying the historical correlation between the two has been weak. The firm models core leasing accelerating to 2.0% in 2027 from 1.7% this year, contributing 4.2% organic growth in site rental billings. Barclays argues Crown Castle should trade above peers because the US has been the strongest tower market. Shares trade at 15.0x 2027 estimated adjusted funds from operations, a 6.7% AFFO yield. With the fiber sale done, net debt at 6.3x and a simpler business, the firm sees room to re-rate, and points to a covered 5.7% dividend yield. Check the Warning Signs for CCI now! |
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2026-08-19 14:06
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2026-08-19 04:47
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Financial Contrast: Farmland Partners (NYSE:FPI) vs. Crown Castle (NYSE:CCI) | FMP Stock News | |
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Crown Castle (NYSE:CCI – Get Free Report) and Farmland Partners (NYSE:FPI – Get Free Report) are both real estate companies, but which is the superior stock? We will compare the two businesses based on the strength of their institutional ownership, profitability, dividends, earnings, analyst recommendations, valuation and risk.Dividends Crown Castle pays an annual dividend of $4.25 per share and has a dividend yield of 5.7%. Farmland Partners pays an annual dividend of $0.36 per share and has a dividend yield of 3.6%. Crown Castle pays out 215.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Farmland Partners pays out 70.6% of its earnings in the form of a dividend. Earnings and Valuation This table compares Crown Castle and Farmland Partners”s top-line revenue, earnings per share and valuation. Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Crown Castle $4.16 billion 7.57 $444.00 million $1.97 37.58 Farmland Partners $51.47 million 8.46 $31.55 million $0.51 19.57 Crown Castle has higher revenue and earnings than Farmland Partners. Farmland Partners is trading at a lower price-to-earnings ratio than Crown Castle, indicating that it is currently the more affordable of the two stocks. Analyst Recommendations This is a summary of recent recommendations for Crown Castle and Farmland Partners, as provided by MarketBeat. Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Crown Castle 0 12 7 2 2.52 Farmland Partners 0 4 0 0 2.00 Crown Castle presently has a consensus target price of $95.13, indicating a potential upside of 28.49%. Given Crown Castle’s stronger consensus rating and higher possible upside, research analysts clearly believe Crown Castle is more favorable than Farmland Partners. Risk & Volatility Crown Castle has a beta of 0.95, indicating that its share price is 5% less volatile than the S&P 500. Comparatively, Farmland Partners has a beta of 0.67, indicating that its share price is 33% less volatile than the S&P 500. Profitability This table compares Crown Castle and Farmland Partners’ net margins, return on equity and return on assets. Net Margins Return on Equity Return on Assets Crown Castle 20.71% -51.60% 3.70% Farmland Partners 49.85% 5.54% 3.58% Insider & Institutional Ownership 90.8% of Crown Castle shares are held by institutional investors. Comparatively, 58.0% of Farmland Partners shares are held by institutional investors. 0.1% of Crown Castle shares are held by insiders. Comparatively, 7.9% of Farmland Partners shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth. Summary Crown Castle beats Farmland Partners on 12 of the 17 factors compared between the two stocks. About Crown Castle (Get Free Report) Crown Castle owns, operates and leases more than 40,000 cell towers and approximately 90,000 route miles of fiber supporting small cells and fiber solutions across every major U.S. market. This nationwide portfolio of communications infrastructure connects cities and communities to essential data, technology and wireless service – bringing information, ideas and innovations to the people and businesses that need them. (Get Free Report) Farmland Partners Inc. is an internally managed real estate company that owns and seeks to acquire high-quality North American farmland and makes loans to farmers secured by farm real estate. As of December 31, 2023, the Company owns and/or manages approximately 171,100 acres in 16 states, including Arkansas, California, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Louisiana, Mississippi, Missouri, Nebraska, North Carolina, Oklahoma, South Carolina and Texas. In addition, the Company owns land and buildings for four agriculture equipment dealerships in Ohio leased to Ag Pro under the John Deere brand. The Company has approximately 26 crop types and over 100 tenants. The Company elected to be taxed as a real estate investment trust, or REIT, for U.S. federal income tax purposes, commencing with the taxable year ended December 31, 2014. Receive News & Ratings for Crown Castle Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Crown Castle and related companies with MarketBeat.com's FREE daily email newsletter. |
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2026-08-18 18:48
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2026-08-18 13:17
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6-8% Yields And Big Upside Potential: 2 Beaten-Down Infrastructure Growth Machines | FMP Stock News | |
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I love investing in infrastructure due to its combination of yield, growth, and cash flow stability. Whenever quality infrastructure assets go on a fire sale, it gets my attention. I take a look at two attractive opportunities that just saw their stock prices plunge. |
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2026-08-18 13:56
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2026-08-18 08:02
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3 Infrastructure Stocks Built Around the Backbone of the Economy | FMP Stock News | |
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Investors have spent the last few years chasing the shiniest object in the market. In other words, artificial intelligence (AI). But there's a "safer" trade taking shape underneath the AI headlines; one built on wires, towers, and steel that the country has been neglecting for decades. It doesn't come with a flashy multiple, but it offers regular income and lower volatility.Get National Grid Transco alerts: Why Infrastructure Stocks Are Back in Focus in 2026In 2021, the U.S. Congress passed the Infrastructure Investment and Jobs Act. The idea was to jump-start the repair of the country's aging infrastructure. This means investing in traditional infrastructure projects like fixing roads and bridges, updating the electrical grid, and advancements in water and desalination. That money has been consistently flowing into the economy. However, many investors considering infrastructure investments are looking at artificial intelligence (AI) stocks. That's understandable when you consider that billions of dollars are being spent to build the data centers and supporting infrastructure for this generational technology shift. But in 2026, many investors have grown tired of the AI trade amid its volatility. That's putting some old-school infrastructure stocks back in favor. In addition to the forecasted stock price gains for each of these names, investors receive a high-yield dividend above the current elevated inflation rate. National Grid Offers a High-Yield Play on Grid ModernizationNational Grid Transco Dividend Payments5.30% $4.31 -0.13% Jul. 23 NGG Dividend History At first glance, National Grid Transco NYSE: NGG looks like a boring, regulated utility company. However, the company is powering a transatlantic grid overhaul, connecting North Sea renewables while the US accounts for nearly 45% of its operations. That dual-market footprint is exactly what makes National Gas interesting right now. The London-based company has operations in the United Kingdom and the Northeast United States. On the UK side, the company is tapping offshore wind from the North Sea into a grid that was built for a different energy era. On the US side, its New England and New York utilities are seeing a surge in demand from data centers. The questions that accompany that demand are a key reason NGG has drawn a mixed set of recent analyst opinions. As of this writing, NGG shares trade around $80.82, and the stock carries a consensus price target of $85.50, roughly 5.7% above current levels. That's a modest near-term forecast, which is reinforced by the current Wall Street consensus rating of Reduce. Where NGG earns its spot on this list is the income side. The stock pays an annual dividend of $4.31 per share with a yield of about 5.30%, comfortably ahead of both the utility sector average and the broader market. The payout is supported by a roughly 71% payout ratio, and National Grid has kept a dividend streak alive for 19 consecutive years. For investors willing to look past lukewarm analyst sentiment in exchange for a well-covered, high-single-digit yield tied to two of the developed world's biggest grid modernization efforts, NGG is a smart play on the "boring but beautiful" theme. American Tower Stock Gets a Boost From 5G and Data CentersAmerican Tower Dividend Payments4.16% $7.16 1 Year 8.46% 98.49% Jul. 13 AMT Dividend History Many investors are coming back to the 5G trade, and American Tower NYSE: AMT is a leading name to consider. American Tower is a real estate investment trust (REIT) that owns, operates and develops wireless and broadcast communications infrastructure. In the case of AMT, a significant part of the bull case comes from data centers. That's what management said in the company's Q2 2026 earnings report as it raised its full-year 2026 outlook for the second time. Institutional investors own over 90% of the stock's float and have increased their buying significantly since Q4 2025. But the stock price hasn't caught up yet. AMT is down nearly 40% in the last five years, and over 15% in the trailing 12 months. However, the stock is now sitting about 23% below its consensus price target of $215.14. Plus, the stock's attractive dividend yield of roughly 4.13% has an annual payout per share of $7.16. Crown Castle Could Benefit From Growing Data Center DemandCrown Castle Dividend Payments5.71% $4.25 -0.74% 215.74% Sep. 15 CCI Dividend History Crown Castle NYSE: CCI is another REIT to consider in the infrastructure trade. Like American Tower, Crown Castle reports that its tower business is benefiting from a growing data center tailwind. The opportunity is that the market doesn't appear to have priced in that growth. Institutional ownership in CCI stock is over 90%, and buying was strong in Q2 2026. However, that hasn't meant much for the stock, which is down nearly 16% in 2026 and over 61% in the last five years. Much of the stock’s recent performance follows a mixed first-quarter report in which Crown Castle beat earnings expectations, but revenue still declined nearly 5% from the prior year. But like AMT, CCI is trading about 27% below its consensus price target of 95.13. Investors can also tap into the company's high-yield dividend of about 5.69%, which means investors can get paid to wait on the market to reprice the stock. Continue following MarketBeat Add MarketBeat as your preferred source on Google to see our latest stories in your feed. Should You Invest $1,000 in National Grid Transco Right Now?Before you consider National Grid Transco, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and National Grid Transco wasn't on the list. While National Grid Transco currently has a Reduce rating among analysts, top-rated analysts believe these five stocks are better buys. View The Five Stocks Here The AI boom extends far beyond the biggest tech names. Discover 10 companies supplying the memory, storage, networking, semiconductor manufacturing, and power infrastructure that make AI possible. Learn where the next wave of AI investment opportunities may emerge—and the key risks investors should watch as the global AI buildout accelerates. Get This Free Report |
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2026-08-15 18:25
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2026-08-15 04:51
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Assetmark Inc. Sells 19,925 Shares of Crown Castle Inc. $CCI | FMP Stock News | |
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Assetmark Inc. decreased its position in Crown Castle Inc. (NYSE: CCI) by 91.2% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,922 shares of the real estate investment trust's stock after selling 19,925 shares during the quarter. Assetmark Inc.'s holdings in |
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2026-08-15 11:12
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2026-08-15 03:35
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Aberdeen Group plc Acquires 49,485 Shares of Crown Castle Inc. $CCI | FMP Stock News | |
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Aberdeen Group plc increased its stake in shares of Crown Castle Inc. (NYSE: CCI) by 4.9% during the second quarter, according to the company in its most recent filing with the SEC. The fund owned 1,054,126 shares of the real estate investment trust's stock after acquiring an additional 49,485 shares during the period. |
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2026-08-04 15:17
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2026-08-04 03:45
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Contrasting Crown Castle (NYSE:CCI) and Extra Space Storage (NYSE:EXR) | FMP Stock News | |
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Posted by Defense World Staff on Aug 4th, 2026Extra Space Storage (NYSE:EXR – Get Free Report) and Crown Castle (NYSE:CCI – Get Free Report) are both large-cap real estate companies, but which is the superior stock? We will contrast the two businesses based on the strength of their institutional ownership, risk, valuation, dividends, analyst recommendations, profitability and earnings. Risk and Volatility Extra Space Storage has a beta of 1.19, suggesting that its share price is 19% more volatile than the S&P 500. Comparatively, Crown Castle has a beta of 0.95, suggesting that its share price is 5% less volatile than the S&P 500. Valuation & Earnings This table compares Extra Space Storage and Crown Castle”s top-line revenue, earnings per share and valuation. Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Extra Space Storage $3.45 billion 9.17 $974.00 million $4.53 33.03 Crown Castle $4.16 billion 8.06 $444.00 million $1.97 39.00 Extra Space Storage has higher earnings, but lower revenue than Crown Castle. Extra Space Storage is trading at a lower price-to-earnings ratio than Crown Castle, indicating that it is currently the more affordable of the two stocks. Profitability This table compares Extra Space Storage and Crown Castle’s net margins, return on equity and return on assets. Net Margins Return on Equity Return on Assets Extra Space Storage 27.80% 6.70% 3.27% Crown Castle 20.71% -51.60% 3.70% Dividends Extra Space Storage pays an annual dividend of $6.48 per share and has a dividend yield of 4.3%. Crown Castle pays an annual dividend of $4.25 per share and has a dividend yield of 5.5%. Extra Space Storage pays out 143.0% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Crown Castle pays out 215.7% of its earnings in the form of a dividend, suggesting it may not have sufficient earnings to cover its dividend payment in the future. Extra Space Storage has increased its dividend for 1 consecutive years. Institutional and Insider Ownership 99.1% of Extra Space Storage shares are held by institutional investors. Comparatively, 90.8% of Crown Castle shares are held by institutional investors. 1.0% of Extra Space Storage shares are held by company insiders. Comparatively, 0.1% of Crown Castle shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth. Analyst Ratings This is a summary of recent ratings and price targets for Extra Space Storage and Crown Castle, as provided by MarketBeat. Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Extra Space Storage 0 10 6 0 2.38 Crown Castle 0 12 7 2 2.52 Extra Space Storage presently has a consensus target price of $147.73, suggesting a potential downside of 1.26%. Crown Castle has a consensus target price of $95.13, suggesting a potential upside of 23.82%. Given Crown Castle’s stronger consensus rating and higher possible upside, analysts plainly believe Crown Castle is more favorable than Extra Space Storage. Summary Extra Space Storage beats Crown Castle on 10 of the 18 factors compared between the two stocks. About Extra Space Storage (Get Free Report) Extra Space Storage Inc., headquartered in Salt Lake City, Utah, is a self-administered and self-managed REIT and a member of the S&P 500. As of December 31, 2023, the Company owned and/or operated 3,714 self-storage stores in 42 states and Washington, D.C. The Company's stores comprise approximately 2.6 million units and approximately 283.0 million square feet of rentable space operating under the Extra Space, Life Storage and Storage Express brands. The Company offers customers a wide selection of conveniently located and secure storage units across the country, including boat storage, RV storage and business storage. It is the largest operator of self-storage properties in the United States. About Crown Castle (Get Free Report) Crown Castle owns, operates and leases more than 40,000 cell towers and approximately 90,000 route miles of fiber supporting small cells and fiber solutions across every major U.S. market. This nationwide portfolio of communications infrastructure connects cities and communities to essential data, technology and wireless service – bringing information, ideas and innovations to the people and businesses that need them. Receive News & Ratings for Extra Space Storage Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Extra Space Storage and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEAbrams Capital Management L.P. Sells 50,862 Shares of Alphabet Inc. $GOOGL NEXT HEADLINE »Amundi Increases Position in Hormel Foods Corporation $HRL |
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2026-07-29 14:00
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2026-07-29 09:40
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American Tower or Crown Castle? Wall Street's Clear Pick Between Beaten-Down Tower REITs | FMP Stock News | |
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Cell-tower real estate investment trusts (REITs) American Tower (NYSE:AMT | AMT Price Prediction) and Crown Castle (NYSE:CCI) are beaten down and trading near one-year lows. |
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2026-07-28 06:47
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2026-07-28 01:21
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Crown Castle (NYSE:CCI) Sets New 1-Year Low After Analyst Downgrade | FMP Stock News | |
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Posted by Defense World Staff on Jul 28th, 2026Crown Castle Inc. (NYSE:CCI – Get Free Report)’s share price reached a new 52-week low during trading on Monday after Citigroup lowered their price target on the stock from $106.00 to $98.00. Citigroup currently has a buy rating on the stock. Crown Castle traded as low as $73.52 and last traded at $75.0030, with a volume of 608717 shares traded. The stock had previously closed at $74.90. Several other analysts also recently issued reports on the company. Raymond James Financial upped their price target on Crown Castle from $102.00 to $108.00 and gave the stock a “strong-buy” rating in a research note on Thursday, April 23rd. The Goldman Sachs Group began coverage on Crown Castle in a report on Friday, June 26th. They issued a “neutral” rating and a $95.00 target price for the company. TD Cowen decreased their target price on Crown Castle from $94.00 to $92.00 and set a “buy” rating for the company in a research report on Thursday, July 23rd. Weiss Ratings reiterated a “hold (c-)” rating on shares of Crown Castle in a report on Friday, May 22nd. Finally, Wall Street Zen raised shares of Crown Castle from a “sell” rating to a “hold” rating in a research report on Saturday, May 16th. Two investment analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating and twelve have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $95.92. Read Our Latest Stock Analysis on Crown Castle Institutional Inflows and Outflows Large investors have recently modified their holdings of the business. Universal Beteiligungs und Servicegesellschaft mbH lifted its stake in shares of Crown Castle by 9.9% in the fourth quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 672,933 shares of the real estate investment trust’s stock valued at $60,086,000 after buying an additional 60,497 shares during the period. Cooke & Bieler LP increased its stake in Crown Castle by 21.2% during the fourth quarter. Cooke & Bieler LP now owns 2,930,797 shares of the real estate investment trust’s stock valued at $260,460,000 after acquiring an additional 511,763 shares during the period. Skylands Capital LLC increased its stake in Crown Castle by 6.2% during the fourth quarter. Skylands Capital LLC now owns 262,050 shares of the real estate investment trust’s stock valued at $23,288,000 after acquiring an additional 15,300 shares during the period. Aberdeen Group plc raised its holdings in Crown Castle by 13.9% in the 4th quarter. Aberdeen Group plc now owns 1,052,667 shares of the real estate investment trust’s stock valued at $93,551,000 after acquiring an additional 128,212 shares in the last quarter. Finally, Fisher Asset Management LLC lifted its position in shares of Crown Castle by 1.0% in the 4th quarter. Fisher Asset Management LLC now owns 5,506,580 shares of the real estate investment trust’s stock worth $489,370,000 after acquiring an additional 54,078 shares during the period. 90.77% of the stock is currently owned by institutional investors and hedge funds. Crown Castle Stock Performance The company has a market cap of $32.37 billion, a P/E ratio of 37.64, a P/E/G ratio of 0.40 and a beta of 0.95. The stock has a 50-day simple moving average of $84.07 and a 200 day simple moving average of $85.63. Crown Castle Dividend Announcement The firm also recently declared a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Monday, June 15th were issued a $1.0625 dividend. This represents a $4.25 annualized dividend and a yield of 5.7%. The ex-dividend date of this dividend was Monday, June 15th. Crown Castle’s payout ratio is 215.74%. Crown Castle Company Profile (Get Free Report) Crown Castle is a U.S.-focused communications infrastructure company organized as a real estate investment trust (REIT) that owns, operates and leases shared wireless infrastructure. Its primary business consists of providing tower-based site leases, small cell networks and fiber solutions that support mobile voice and data transmission for wireless carriers, cable companies and other enterprise customers. The company’s assets are positioned to enable network coverage and capacity, including the densification projects associated with 4G LTE and 5G deployments. Its product and service offerings include ground-based tower sites that host multiple wireless operators, distributed small cell nodes and associated fiber backhaul used to connect sites into carrier networks, and site development and maintenance services. See Also Five stocks we like better than Crown Castle AirJoule’s Kubota Deal Is a Major Validation—But the Hard Part Comes Next Dividend Stocks May Be the Quiet Rotation Trade Investors Are Missing Now Refiner Stocks Are Near Record Highs—Can Iran-Driven Margins Keep Them There? Verizon May Be an AI Infrastructure Stock Hiding in Plain Sight Receive News & Ratings for Crown Castle Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Crown Castle and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEEnova International (NYSE:ENVA) Reaches New 1-Year High Following Analyst Upgrade NEXT HEADLINE »Acerinox (OTCMKTS:ANIOY) Shares Gap Up on Earnings Beat |
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ABN Amro Investment Solutions Lowers Holdings in Crown Castle Inc. $CCI | FMP Stock News | |
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Posted by Defense World Staff on Jul 25th, 2026ABN Amro Investment Solutions reduced its stake in Crown Castle Inc. (NYSE:CCI – Free Report) by 57.8% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 20,083 shares of the real estate investment trust’s stock after selling 27,473 shares during the period. ABN Amro Investment Solutions’ holdings in Crown Castle were worth $1,633,000 at the end of the most recent reporting period. Several other hedge funds and other institutional investors also recently bought and sold shares of CCI. Andra AP fonden boosted its holdings in Crown Castle by 163.5% during the first quarter. Andra AP fonden now owns 79,848 shares of the real estate investment trust’s stock worth $6,492,000 after buying an additional 49,543 shares in the last quarter. Dimensional Fund Advisors LP increased its holdings in shares of Crown Castle by 2.3% during the 1st quarter. Dimensional Fund Advisors LP now owns 6,325,747 shares of the real estate investment trust’s stock valued at $514,320,000 after acquiring an additional 144,538 shares during the last quarter. Ironwood Investment Counsel LLC grew its position in shares of Crown Castle by 17.5% in the first quarter. Ironwood Investment Counsel LLC now owns 41,752 shares of the real estate investment trust’s stock valued at $3,395,000 after purchasing an additional 6,231 shares during the last quarter. KBC Group NV increased its position in Crown Castle by 10.0% in the 1st quarter. KBC Group NV now owns 103,007 shares of the real estate investment trust’s stock worth $8,375,000 after buying an additional 9,338 shares during the period. Finally, SEB Asset Management AB bought a new position in shares of Crown Castle during the 1st quarter worth about $7,272,000. 90.77% of the stock is currently owned by hedge funds and other institutional investors. Analyst Upgrades and Downgrades A number of research firms have weighed in on CCI. Raymond James Financial lifted their price objective on Crown Castle from $102.00 to $108.00 and gave the company a “strong-buy” rating in a report on Thursday, April 23rd. Scotiabank lowered their target price on Crown Castle from $94.00 to $91.00 and set a “sector perform” rating for the company in a research note on Tuesday, April 7th. TD Cowen reduced their price objective on shares of Crown Castle from $94.00 to $92.00 and set a “buy” rating on the stock in a research note on Thursday. Royal Bank Of Canada cut their price target on shares of Crown Castle from $92.00 to $90.00 and set an “outperform” rating on the stock in a research report on Thursday. Finally, Truist Financial began coverage on Crown Castle in a research report on Tuesday, March 31st. They set a “hold” rating and a $90.00 price target on the stock. Two investment analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and twelve have issued a Hold rating to the company. According to MarketBeat, Crown Castle currently has a consensus rating of “Moderate Buy” and a consensus price target of $95.92. Get Our Latest Analysis on Crown Castle Crown Castle Stock Up 0.5% Shares of NYSE:CCI opened at $74.94 on Friday. The firm has a market cap of $32.71 billion, a P/E ratio of 38.04, a P/E/G ratio of 0.38 and a beta of 0.95. Crown Castle Inc. has a 12-month low of $73.75 and a 12-month high of $113.80. The business has a fifty day simple moving average of $84.38 and a 200 day simple moving average of $85.74. Crown Castle (NYSE:CCI – Get Free Report) last announced its quarterly earnings data on Wednesday, April 22nd. The real estate investment trust reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.47 by $0.55. Crown Castle had a net margin of 20.71% and a negative return on equity of 51.60%. The firm had revenue of $1.01 billion for the quarter, compared to analyst estimates of $995.41 million. During the same quarter in the prior year, the business earned $1.10 earnings per share. The business’s quarterly revenue was down 4.9% compared to the same quarter last year. As a group, equities research analysts expect that Crown Castle Inc. will post 4.22 EPS for the current year. Crown Castle Dividend Announcement The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Monday, June 15th were paid a dividend of $1.0625 per share. This represents a $4.25 dividend on an annualized basis and a dividend yield of 5.7%. The ex-dividend date was Monday, June 15th. Crown Castle’s payout ratio is presently 175.62%. Crown Castle News Roundup Here are the key news stories impacting Crown Castle this week: Positive Sentiment: Crown Castle beat Q2 expectations on key measures, including FFO and revenue, helped by lower interest expense. The company also updated full-year 2026 outlook, which suggests management sees improved operating momentum and progress from asset sales, debt repayment, and land investments. Crown Castle Reports Second Quarter 2026 Results and Updates Outlook for Full Year 2026 Positive Sentiment: Analysts remain generally constructive despite trimming targets: Citigroup kept a buy rating, Citizens JMP kept market outperform, TD Cowen kept buy, and RBC kept outperform. Even with lower targets, the firms still see meaningful upside from current levels, signaling that expectations for CCI remain relatively favorable. Analyst price target updates Neutral Sentiment: Multiple analysts lowered price targets after the earnings release, including Citigroup to $98 from $106, Citizens JMP to $120 from $125, JPMorgan to $85 from $95, TD Cowen to $92 from $94, and RBC to $90 from $92. The cuts reflect a more cautious valuation stance, but not a bearish shift in ratings overall. Analyst price target updates Neutral Sentiment: Other coverage highlighted that Q2 results beat estimates even as site-rental revenue was affected by certain items, suggesting the quarter was solid but still showed some business mix or timing pressure. Crown Castle Q2 earnings beat even as site rental revenue impacted by items Negative Sentiment: Despite the earnings beat, the stock remains well below its recent highs, and the repeated target cuts may indicate analysts are resetting expectations for slower growth or a lower valuation multiple going forward. Analyst price target updates About Crown Castle (Free Report) Crown Castle is a U.S.-focused communications infrastructure company organized as a real estate investment trust (REIT) that owns, operates and leases shared wireless infrastructure. Its primary business consists of providing tower-based site leases, small cell networks and fiber solutions that support mobile voice and data transmission for wireless carriers, cable companies and other enterprise customers. The company’s assets are positioned to enable network coverage and capacity, including the densification projects associated with 4G LTE and 5G deployments. Its product and service offerings include ground-based tower sites that host multiple wireless operators, distributed small cell nodes and associated fiber backhaul used to connect sites into carrier networks, and site development and maintenance services. Further Reading Five stocks we like better than Crown Castle AMD and Cerbras Create A New Blueprint For Hardware Intel Earnings Reveal Whether the Chip Selloff Created a Buy CrowdStrike’s Cerebras Deal Puts Its AI Security Strategy to the Test Plugging In: How Kinder Morgan Powers Up Profits Want to see what other hedge funds are holding CCI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Crown Castle Inc. (NYSE:CCI – Free Report). Receive News & Ratings for Crown Castle Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Crown Castle and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEFifth Third Bancorp Increases Stock Holdings in Shift4 Payments, Inc. $FOUR NEXT HEADLINE »Bank of Nova Scotia Boosts Stake in American International Group, Inc. $AIG |
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Crown Castle: The Pivotal Unknown | FMP Stock News | |
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yalax/iStock via Getty ImagesCrown Castle (CCI) is becoming an interesting investment as a confluence of improved organic growth, reduced headwinds, and attractive valuation makes it potentially the most opportunistic it has been in a decade. However, there is simultaneously a massive unknown in the form of the terrestrial versus satellite debate. Scenario outcomes of this debate range from obsolescence of towers to getting a 4th major tower customer, making it the pivotal factor for the future of CCI. We shall begin by discussing: CCI’s strong 2Q26. Positive growth inflection. Opportunistic valuation. Then we will show that the market does not care about any of these factors as the satellite harbinger looms overhead. If and when one can get a clear idea of where the satellite versus terrestrial debate will conclude, there could be tremendous opportunity in CCI stock. CCI's Strong Quarter And Growth CCI had a strong quarter with upped AFFO guidance and an upward inflection in organic growth. A central point of their conference call was that 2026 was the trough of organic growth and that they see strong acceleration in the short, mid, and long term. Factors creating the upward inflection in growth are: MLAs with visibility into near-term contractual growth. AT&T 600 megahertz spectrum closing. Mobile data usage is expected to double over 5 years. As more spectrum gets deployed and data usage increases, tower tenants will want more equipment installed on towers, which will come with increased rent to CCI. Analyst consensus estimates show a very strong outlook for Crown Castle with AFFO/share expected to rise from $4.36 in 2025 to $6.05 in 2030. S&P Global Market Intelligence That growth rate is quite opportunistic relative to what is now a fairly cheap valuation. CCI is trading at 16.7X 2026 AFFO. Tower REITs have traditionally traded at AFFO multiples in the mid-20s and occasionally in the 30s. We believe the now cheap valuation is the result of fear related to satellites as a potential competitor to macro towers. This can be clearly seen in the CCI trading action since the Space Exploration Technologies (SPCX) IPO. CCI is down 18% even though the CCI-specific news has been positive in this period. SA SpaceX’s Starlink was already a potential threat to towers; the IPO merely made it front of mind for investors. In perception, it went from a potential future threat to being a highly visible part of one of the largest companies in the world. On July 21st, SPCX launched an additional 24 satellites into its mega-constellation already consisting of over 10,000 low earth orbit satellites. Starlink is unequivocally huge and powerful, but its impact on towers remains completely unknown. The Pivotal Unknown I am not an engineer and do not have a full grasp on the subtleties in transmission that make satellites better or worse than a tower network. Thus, I can merely relay what I have heard from others who are more directly in the field. The basic framework seems to be that satellites are great at covering massive areas inexpensively and reliably but perhaps less effective in highly congested areas. Bears on the tower REITs worry that Starlink could be effective enough to disrupt the traditional cell carriers, which make up CCI’s tenant base. Bulls believe Starlink or peer satellite companies could become a 4th major carrier and that they would use macro towers to supplement their satellites. Specifically, they would put equipment on macro towers in major population centers where towers tend to outperform and use satellites in rural areas. Thus, Starlink or peers could actually benefit the tower REIT industry in the form of an additional revenue source. Christian Hillabrant is knowledgeable on the subject but also biased due to his role as CEO of CCI. He discussed satellites versus terrestrial networks at length on the 2Q26 call: “Let me summarize the key reasons why we believe that terrestrial networks will continue to be an essential for mobile phone service based on reports available on the WIA website and analysis from sell-side research. First, satellite services generally require a clear line of sight to the sky and provide weaker indoor coverage, which is significant given approximately 90% of mobile usage occurs indoors or in vehicles. Because satellite signals travel hundreds of miles farther than the terrestrial connections, their signal strength is approximately 10,000x weaker, challenging performance in dense environments where buildings, obstructions and interference can further degrade the signal. To compensate for the weaker signal, phones must operate at higher transmit power levels, increasing battery consumption. Second, satellite operators have access to significantly less spectrum. Direct-to-device satellite services generally have access to only tens of megahertz of spectrum, while each major U.S. wireless carrier controls hundreds of megahertz. Third, a typical satellite beam covers approximately 100 square miles to 600 square miles versus roughly 3 square miles to 20 square miles for a terrestrial cell site, requiring substantially more users to share the same spectrum resources. This means that for every megahertz of spectrum, terrestrial cell sites can support 30x more users. More importantly, as satellite operators seek to improve capacity, mobility and indoor performance, we believe terrestrial infrastructure will become an increasingly important complement to satellite networks.” I think there is merit to his analysis that satellites could be complementary to macro towers rather than a substitute. However, it remains a major unknown. The return outlook of CCI as an investment is heavily impacted by what happens in this debate. We see 3 main branches of scenarios to consider: Satellites do not materially enter the cell carrier business. Satellites compete and at least partially replace demand for towers. Satellites become carriers and use macro towers to complement their network. CCI is opportunistic in scenarios 1 and 3 but would likely underperform in scenario 2. Scenario 1 would just be business as usual for tower REITs. This seems to be what the consensus AFFO estimates out to 2030 are penciling in. CCI’s 16.7X AFFO multiple is just too cheap relative to the AFFO/share growth rate, which would make it a strong investment. Scenario 2 risks major damage in the form of CCI losing one or more of their 3 major tenants. If Starlink competes as a cell carrier and captures substantial market share, there is potential for Verizon, AT&T, or T-Mobile to go out of business, and CCI could lose massive amounts of rental revenue. Scenario 3 would be Starlink or a peer competing in a more balanced way, taking some market share but not killing the existing ecosystem. A potential 4th tenant in this scenario would potentially add back the revenues that were previously lost when Sprint got absorbed. I’m not going to pretend to know how this will all shake out. Instead, I’ll be focusing on data points that could serve as early indicators. Here is what we will be watching to potentially happen: Starlink or peers signing leases with macro towers (good sign for CCI). The extent to which Starlink attempts to become a major cell carrier. Financial health of Verizon, AT&T, or T-Mobile deteriorating. Customer adoption of satellite-based cell service. Customer reviews of the quality of satellite-based cell service. How We Are Playing It Tower REITs are potentially quite opportunistic given high-growth relative to valuation, but given the unknown, they are also risky. We currently are underweight relative to the REIT index but hold a small position in American Tower (AMT). AMT and CCI are similar investments, but we give a slight edge to AMT for its ownership of CoreSite, through which it has access to strong data center growth. As more information rolls in and we get greater clarity on the satellite versus terrestrial debate, we will be watching and trading accordingly. |
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Crown Castle Inc (CCI) Q2 2026 Earnings Call Highlights: Strong Organic Growth Amid Strategic Shifts | FMP Stock News | |
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Second-Quarter Organic Growth: 3.9% or $38 million, excluding Sprint cancellations and DISH terminations.Adjusted Funds From Operations (AFFO): Benefited from |
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Crown Castle Inc. (CCI) Q2 2026 Earnings Call Transcript | FMP Stock News | |
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Crown Castle Inc. (CCI) Q2 2026 Earnings Call July 22, 2026 5:00 PM EDTCompany Participants Hamilton West - VP of Corporate Finance and Treasurer Christian Hillabrant - CEO, President & Director Sunit Patel - Executive VP & CFO Conference Call Participants Michael Rollins - Citigroup Inc., Research Division Michael Ng - Goldman Sachs Group, Inc., Research Division Ric Prentiss - Raymond James & Associates, Inc., Research Division Michael Funk - BofA Securities, Research Division Cameron McVeigh - Morgan Stanley, Research Division Jonathan Atkin - RBC Capital Markets, Research Division Richard Choe - JPMorgan Chase & Co, Research Division Nicholas Del Deo - MoffettNathanson LLC Eric Luebchow - Wells Fargo Securities, LLC, Research Division Aryeh Klein - BMO Capital Markets Equity Research Madison Rezaei - Bernstein Institutional Services LLC, Research Division Matthew Niknam - Truist Securities, Inc., Research Division Brendan Lynch - Barclays Bank PLC, Research Division Batya Levi - UBS Investment Bank, Research Division David Barden - New Street Research LLP Presentation Operator Good day, and welcome to the Q2 2026 Crown Castle Earnings Conference Call. [Operator Instructions] Please note this event is being recorded. I would now like to turn the conference over to Hamilton West, Vice President of Corporate Finance and Treasurer. Please go ahead. Hamilton West VP of Corporate Finance and Treasurer Thank you, Nick, and good afternoon, everyone. Thank you for joining us today as we discuss our second quarter 2026 results. With me on the call this afternoon are Chris Hillabrant, Crown Castle's President and Chief Executive Officer; and Sunit Patel, Crown Castle's Chief Financial Officer. To aid the discussion, we have posted supplemental materials in the Investors section of our website at crowncastle.com that will be referenced throughout the call. This conference call will contain forward-looking statements, which are subject to certain risks, uncertainties and assumptions, and actual results may vary materially from those expected. Information about potential factors which could |
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2026-07-22 23:28
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Crown Castle (CCI) Q2 FFO and Revenues Surpass Estimates | FMP Stock News | |
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Crown Castle (CCI - Free Report) came out with quarterly funds from operations (FFO) of $1.13 per share, beating the Zacks Consensus Estimate of $1 per share. This compares to FFO of $1.02 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an FFO surprise of +13.00%. A quarter ago, it was expected that this operator of wireless communications towers would post FFO of $1.01 per share when it actually produced FFO of $1.02, delivering a surprise of +0.99%. Over the last four quarters, the company has surpassed consensus FFO estimates four times. Crown Castle, which belongs to the Zacks REIT and Equity Trust - Other industry, posted revenues of $1.01 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 1.52%. This compares to year-ago revenues of $1.06 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future FFO expectations will mostly depend on management's commentary on the earnings call. Crown Castle shares have lost about 14.3% since the beginning of the year versus the S&P 500's gain of 9.7%. What's Next for Crown Castle?While Crown Castle has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's FFO outlook. Not only does this include current consensus FFO expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of estimate revisions. Ahead of this earnings release, the estimate revisions trend for Crown Castle was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus FFO estimate is $1.20 on $1.02 billion in revenues for the coming quarter and $4.43 on $4.13 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, REIT and Equity Trust - Other is currently in the top 24% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. One other stock from the same industry, Easterly Government Properties (DEA - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 3. This property management company is expected to post quarterly earnings of $0.79 per share in its upcoming report, which represents a year-over-year change of +6.8%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. Easterly Government Properties' revenues are expected to be $91.34 million, up 8.4% from the year-ago quarter. |
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Crown Castle (CCI) Reports Q2 Earnings: What Key Metrics Have to Say | FMP Stock News | |
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Crown Castle (CCI - Free Report) reported $1.01 billion in revenue for the quarter ended June 2026, representing a year-over-year decline of 4.9%. EPS of $1.13 for the same period compares to $0.61 a year ago.The reported revenue represents a surprise of +1.52% over the Zacks Consensus Estimate of $992.89 million. With the consensus EPS estimate being $1.00, the EPS surprise was +13%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Crown Castle performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Revenues- Services and other: $41 million versus $53.17 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -21.2% change.Revenues- Site rental: $967 million versus $937.27 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -4.1% change.Net Earnings Per Share (Diluted): $0.22 versus the three-analyst average estimate of $0.23.Services and other- Gross margin: $22 million versus the three-analyst average estimate of $25.67 million.Site rental- Gross margin: $718 million versus the three-analyst average estimate of $687.46 million.View all Key Company Metrics for Crown Castle here>>> Shares of Crown Castle have returned -9.6% over the past month versus the Zacks S&P 500 composite's +0.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. |
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Crown Castle Q2 Earnings Call Highlights | FMP Stock News | |
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Tap Into 2026 AI Infrastructure Gains With This High-Growth ETFCrown Castle NYSE: CCI said it delivered “solid” second-quarter 2026 results, raised its full-year AFFO outlook and completed its transition into a pure-play U.S. tower operator following the sale of its small cell and fiber businesses.President and CEO Chris Hillabrant said the company closed the sale of those businesses on May 1, calling it “an important milestone” that made Crown Castle “the only publicly traded pure-play U.S. tower operator.” He said the company is now focused on becoming a “best-in-class U.S. tower operator” through cost savings, operational efficiency and improved customer service. Get Crown Castle alerts: 3 AI ETFs Tapping Into the Heart of the AI Revolution“We now expect to drive additional cost savings this year as we continue to drive operational excellence,” Hillabrant said. Guidance raised on higher revenue and lower interest expense Chief Financial Officer Sunit Patel said second-quarter organic growth, excluding Sprint cancellations and DISH terminations, was 3.9%, or $38 million, including a $5 million increase in other billings. Excluding the increase in other billings, organic growth was 3.6%. Organic growth would have been 4.2% if DISH revenues were excluded from prior-year site rental billings. Top 3 REIT Picks for 2025: High Yields and Rising Earnings AheadThose gains were more than offset in site rental revenue by $5 million of Sprint cancellations, $49 million of DISH terminations and a $25 million decline in non-cash straight-line revenue and amortization of prepaid rent. Crown Castle raised its full-year 2026 outlook for site rental revenue by $5 million at the midpoint and increased its AFFO outlook by $5 million. Patel said the AFFO increase reflects a $5 million reduction in expected interest expense. The company maintained its adjusted EBITDA outlook, as higher revenue and $15 million of expected cost reductions are expected to be offset by a $20 million decrease in services contribution, primarily in the third quarter. The company now expects full-year 2026 organic growth of 3.4%, excluding Sprint cancellations and DISH terminations, up from its prior guidance of 3.3%. If DISH revenues are excluded from prior-year site rental billings, full-year organic growth is expected to be 3.6%, compared with prior guidance of 3.5%. Patel said Crown Castle continues to expect 2026 to represent the low point for organic growth. As of the end of the second quarter, more than 90% of its full-year 2026 organic growth, excluding Sprint and DISH impacts, was contracted, up from about 80% at the start of the year. Sale proceeds used for debt repayment and buybacks Crown Castle received $8.4 billion in net proceeds from the sale of its small cell and fiber businesses. Patel said the company used those proceeds to repurchase $1 billion of shares and repay more than $7 billion of debt, consistent with its capital allocation framework. The company completed the $1 billion share repurchase program during the second quarter at an average price of $88.66 per share, retiring more than 11 million shares and reducing its annual dividend obligation by $47 million. Since the prior quarter, Crown Castle repaid approximately $7.2 billion in debt, including about $5 billion of floating-rate debt across its commercial paper program, revolving credit facility and term loan. The company also repurchased $500 million of debt in the open market and repaid $750 million of unsecured notes due June 15 and $1 billion of unsecured notes due July 15. Crown Castle ended the quarter with leverage of 6.3 times net debt to EBITDA, within its target investment-grade range of 6.0 to 6.5 times. The company also reduced the capacity of its revolving credit facility from $7 billion to $4.5 billion following the sale transaction. DISH bankruptcy and escrow account remain key issues Hillabrant said Crown Castle made progress during the quarter toward recovering payments owed under its original DISH agreement. In May, the Federal Communications Commission approved EchoStar spectrum sale transactions with AT&T and SpaceX, but made the transactions contingent on the creation of a $2.4 billion escrow account for vendors. Hillabrant said Crown Castle will pursue its $3.5 billion contractual claim in bankruptcy court after DISH Wireless filed for bankruptcy. He said the escrow account is intended to satisfy network-related obligations, including certain infrastructure claims, and is not subject to the normal bankruptcy estate waterfall. During the question-and-answer portion of the call, Hillabrant said the escrow funding is tied to the closing of the AT&T transaction. He said it is too early to estimate Crown Castle’s potential recovery because the number of claimants and the resolution process remain uncertain. Asked about DISH equipment on Crown Castle towers, Hillabrant said ownership will be addressed as part of the bankruptcy proceedings. “As far as we’ve seen, they’ve abandoned it and although we’ve requested for them to take it down, have not acted to this point,” he said. Management points to edge computing, data growth and spectrum Hillabrant said Crown Castle sees multiple long-term demand drivers, including edge compute infrastructure, mobile data growth and new spectrum availability. He said the company has initiated several trials with edge data center providers and is seeing interest in using its tower portfolio for distributed compute deployments. He said Crown Castle’s sites have existing power and broadband connectivity and can support “move-in-ready” deployments requiring less than 0.2 megawatts. The company is seeing interest from businesses looking to support inference workloads and applications such as cybersecurity, fraud detection and real-time data processing. Hillabrant also cited Ericsson projections that U.S. mobile data consumption per smartphone will more than double over the next five years, from 25 gigabits to 52 gigabits per month. He said growth will be driven in part by AI-enabled applications and increased uplink traffic from devices transmitting video, sensor and telemetry data to the cloud. The company also pointed to additional spectrum coming to market. Hillabrant said the FCC has described a pipeline of at least 800 megahertz of additional spectrum expected to be made available for commercial wireless use over the coming years, with plans to auction at least 165 megahertz between 2026 and 2027. Services activity weakens, but leasing guidance unchanged In response to analyst questions, Hillabrant said lower services activity does not translate directly into lower leasing activity. Crown Castle maintained its leasing guidance range of $60 million to $70 million. Hillabrant said the services slowdown reflects broader industry conditions, including leadership and strategy changes among wireless customers and slower decision-making. He said the company is not looking to exit the services business and continues to evaluate whether it should expand certain offerings again, including construction-related services, if the economics make sense. Management also discussed Crown Castle’s ongoing transformation effort, including ground lease buyouts, systems investments, automation and process improvements. Patel said the company expects to expand EBITDA margins by a couple hundred basis points over the next year, driven by structural cost reductions and productivity improvements. Hillabrant said the company remains focused on operational changes that improve cycle times and customer experience, adding that Crown Castle aims to “win 100% of the jump balls” with customers. About Crown Castle (NYSE:CCI)Crown Castle is a U.S.-focused communications infrastructure company organized as a real estate investment trust (REIT) that owns, operates and leases shared wireless infrastructure. Its primary business consists of providing tower-based site leases, small cell networks and fiber solutions that support mobile voice and data transmission for wireless carriers, cable companies and other enterprise customers. The company's assets are positioned to enable network coverage and capacity, including the densification projects associated with 4G LTE and 5G deployments. Its product and service offerings include ground-based tower sites that host multiple wireless operators, distributed small cell nodes and associated fiber backhaul used to connect sites into carrier networks, and site development and maintenance services. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Should You Invest $1,000 in Crown Castle Right Now?Before you consider Crown Castle, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Crown Castle wasn't on the list. While Crown Castle currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. View The Five Stocks Here The AI wave will soon hit public markets with Anthropic and OpenAI set to go public later this year. However, you don't have to wait to invest. This report shows seven AI stocks that you can buy today while the big model providers get ready to go public. Get This Free Report |
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Stay Ahead of the Game With Crown Castle (CCI) Q2 Earnings: Wall Street's Insights on Key Metrics | FMP Stock News | |
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Wall Street analysts forecast that Crown Castle (CCI - Free Report) will report quarterly earnings of $1.00 per share in its upcoming release, pointing to a year-over-year decline of 2%. It is anticipated that revenues will amount to $992.89 million, exhibiting a decrease of 6.3% compared to the year-ago quarter.Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe. Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock. While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights. With that in mind, let's delve into the average projections of some Crown Castle metrics that are commonly tracked and projected by analysts on Wall Street. The consensus estimate for 'Revenues- Services and other' stands at $53.17 million. The estimate points to a change of +2.3% from the year-ago quarter. The combined assessment of analysts suggests that 'Revenues- Site rental' will likely reach $937.27 million. The estimate points to a change of -7% from the year-ago quarter. The average prediction of analysts places 'Services and other- Gross margin' at $25.67 million. Compared to the current estimate, the company reported $25.00 million in the same quarter of the previous year. Analysts forecast 'Site rental- Gross margin' to reach $687.46 million. The estimate compares to the year-ago value of $757.00 million. Based on the collective assessment of analysts, 'Depreciation, amortization and accretion' should arrive at $170.79 million. The consensus among analysts is that 'Costs of operations- Services and other' will reach $27.50 million. Analysts predict that the 'Costs of operations- Site rental' will reach $249.82 million. View all Key Company Metrics for Crown Castle here>>> Shares of Crown Castle have demonstrated returns of -3.5% over the past month compared to the Zacks S&P 500 composite's +0.6% change. With a Zacks Rank #3 (Hold), CCI is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> . |
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Crown Castle Inc. $CCI Position Lowered by California Public Employees Retirement System | FMP Stock News | |
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Posted by Defense World Staff on Jul 20th, 2026California Public Employees Retirement System trimmed its position in Crown Castle Inc. (NYSE:CCI – Free Report) by 24.6% in the first quarter, according to its most recent disclosure with the SEC. The institutional investor owned 837,246 shares of the real estate investment trust’s stock after selling 273,658 shares during the period. California Public Employees Retirement System owned 0.19% of Crown Castle worth $68,076,000 at the end of the most recent reporting period. Several other hedge funds and other institutional investors have also recently bought and sold shares of CCI. Universal Beteiligungs und Servicegesellschaft mbH raised its position in shares of Crown Castle by 9.9% during the 4th quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 672,933 shares of the real estate investment trust’s stock valued at $60,086,000 after acquiring an additional 60,497 shares in the last quarter. Cooke & Bieler LP boosted its holdings in Crown Castle by 21.2% in the fourth quarter. Cooke & Bieler LP now owns 2,930,797 shares of the real estate investment trust’s stock worth $260,460,000 after purchasing an additional 511,763 shares during the period. Skylands Capital LLC increased its stake in Crown Castle by 6.2% during the fourth quarter. Skylands Capital LLC now owns 262,050 shares of the real estate investment trust’s stock valued at $23,288,000 after purchasing an additional 15,300 shares during the last quarter. Aberdeen Group plc increased its stake in Crown Castle by 13.9% during the fourth quarter. Aberdeen Group plc now owns 1,052,667 shares of the real estate investment trust’s stock valued at $93,551,000 after purchasing an additional 128,212 shares during the last quarter. Finally, Fisher Asset Management LLC raised its holdings in shares of Crown Castle by 1.0% during the fourth quarter. Fisher Asset Management LLC now owns 5,506,580 shares of the real estate investment trust’s stock worth $489,370,000 after purchasing an additional 54,078 shares during the period. 90.77% of the stock is owned by institutional investors. Crown Castle Stock Up 0.1% CCI stock opened at $79.24 on Monday. Crown Castle Inc. has a fifty-two week low of $73.75 and a fifty-two week high of $115.76. The firm’s 50-day simple moving average is $85.66 and its 200 day simple moving average is $86.16. The stock has a market cap of $34.59 billion, a PE ratio of 32.75, a price-to-earnings-growth ratio of 0.40 and a beta of 0.95. Crown Castle (NYSE:CCI – Get Free Report) last posted its earnings results on Wednesday, April 22nd. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.47 by $0.55. Crown Castle had a net margin of 25.13% and a negative return on equity of 64.64%. The firm had revenue of $1.01 billion during the quarter, compared to analyst estimates of $995.41 million. During the same period in the previous year, the business posted $1.10 EPS. Crown Castle’s revenue was down 4.9% on a year-over-year basis. Crown Castle has set its FY 2026 guidance at 4.380-4.490 EPS. Equities analysts forecast that Crown Castle Inc. will post 4.22 EPS for the current fiscal year. Crown Castle Dividend Announcement The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Monday, June 15th were given a dividend of $1.0625 per share. The ex-dividend date was Monday, June 15th. This represents a $4.25 annualized dividend and a dividend yield of 5.4%. Crown Castle’s payout ratio is currently 175.62%. Analyst Upgrades and Downgrades CCI has been the topic of a number of recent research reports. Wolfe Research downgraded shares of Crown Castle from an “outperform” rating to a “peer perform” rating in a research report on Wednesday, May 20th. The Goldman Sachs Group started coverage on shares of Crown Castle in a research note on Friday, June 26th. They set a “neutral” rating and a $95.00 price objective on the stock. Wall Street Zen upgraded Crown Castle from a “sell” rating to a “hold” rating in a research note on Saturday, May 16th. Wells Fargo & Company reiterated an “equal weight” rating and set a $85.00 price target (down from $90.00) on shares of Crown Castle in a research report on Monday, March 23rd. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of Crown Castle in a report on Friday, May 22nd. Two analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and twelve have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $98.52. Read Our Latest Analysis on CCI About Crown Castle (Free Report) Crown Castle is a U.S.-focused communications infrastructure company organized as a real estate investment trust (REIT) that owns, operates and leases shared wireless infrastructure. Its primary business consists of providing tower-based site leases, small cell networks and fiber solutions that support mobile voice and data transmission for wireless carriers, cable companies and other enterprise customers. The company’s assets are positioned to enable network coverage and capacity, including the densification projects associated with 4G LTE and 5G deployments. Its product and service offerings include ground-based tower sites that host multiple wireless operators, distributed small cell nodes and associated fiber backhaul used to connect sites into carrier networks, and site development and maintenance services. Read More Five stocks we like better than Crown Castle Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Receive News & Ratings for Crown Castle Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Crown Castle and related companies with MarketBeat.com's FREE daily email newsletter. « PREVIOUS HEADLINEAstrazeneca (AZN) to Release Quarterly Earnings on Monday NEXT HEADLINE »California Public Employees Retirement System Has $56.14 Million Stock Holdings in Expedia Group, Inc. $EXPE |
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2026-07-17 18:31
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Crown Castle to Report Q2 Earnings: What's in Store for the Stock? | FMP Stock News | |
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Key Takeaways CCI reports Q2 2026 results on July 22 after the closing bell, following four straight AFFO beats.Crown Castle faces customer concentration risks despite expected growth in wireless data demand. CCI's Q2 revenues is projected at $992.9M, while AFFO per share is expected at $1.00. Crown Castle Inc. (CCI - Free Report) is scheduled to release its second-quarter 2026 results on July 22, after the closing bell. In anticipation of the announcement, industry analysts and investors are eager to assess the company's performance and prospects in the current economic climate.In the last reported quarter, this Houston, TX-based real estate investment trust’s (REIT) adjusted funds from operations (AFFO) per share outpaced the Zacks Consensus Estimate by 0.99%. Results reflected a decline in site rental revenues. Over the preceding four quarters, CCI’s AFFO per share surpassed estimates on all occasions, with the average surprise being 3.84%. This is depicted in the graph below: Let’s see how things have shaped up before this announcement. Factors to Consider Ahead of CCI’s ResultsCrown Castle has an unmatched portfolio of wireless communication infrastructure assets in the United States. As wireless data consumption is expected to increase significantly over the next few years, service providers are likely to have continued their network expansion and densification efforts to meet this incremental demand. However, customer concentration remains a concern. Any loss of its customers or consolidation among them is likely to have impacted the company’s top line. Rapid technology change and uneven carrier build cycles might also have increased revenue variability for site leasing and related services. CCI’s Projections for Q2The Zacks Consensus Estimate for second-quarter revenues is pegged at $992.9 million, indicating a decrease of 6.3% from the year-ago reported number. Our estimate for quarterly site rental revenues is pinned at $937.3 million, implying a 7% decrease year over year. However, we estimate services and other revenues to increase 2.3% year over year to $53.2 million. Crown Castle’s activities in the to-be-reported quarter were inadequate to garner analysts’ confidence. The Zacks Consensus Estimate for quarterly AFFO per share remained unchanged at $1.00 over the past three months. The estimate indicates a 2% decrease from the prior-year quarter’s reported figure. What Our Quantitative Model Predicts for CCIOur proven model does not conclusively predict a surprise in terms of AFFO per share for Crown Castle this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an AFFO beat, which is not the case here. Crown Castle currently has an Earnings ESP of 0.00% and a Zacks Rank of 3. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter. Stocks That Warrant a LookHere are two stocks from the broader REIT industry — SL Green Realty (SLG - Free Report) and BXP, Inc. (BXP - Free Report) — that you may want to consider, as our model shows that these have the right combination of elements to report a surprise this quarter. SL Green is slated to report quarterly results on July 22. SLG has an Earnings ESP of +7.20% and carries a Zacks Rank of 3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here. BXP is scheduled to report quarterly results on July 28. The company has an Earnings ESP of +0.18% and a Zacks Rank of 3. Note: Anything related to earnings presented in this write-up represents funds from operations (FFO), a widely used metric to gauge the performance of REITs. |
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2026-06-29 23:50
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2026-06-29 17:53
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Is Crown Castle Inc (CCI) a Bargain After 4.8% Drop? GF Value Says Undervalued | FMP Stock News | |
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On June 29, 2026, Crown Castle Inc (CCI) shares fell 4.8% to a current price of $78.63. The stock has experienced significant volatility, trading between a 52-w |
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2026-06-12 21:30
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2026-04-26 01:48
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Crown Castle: The 2026 Reset Paves The Way For A Re-Rating | FMP Stock News | |
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Crown Castle is reaffirmed as a Buy, with risks looking priced in and a strong, improving business returning to its core US cell tower operations. Q1 2026 saw solid AFFO and revenue beats, with a $1 billion buyback program and $7 billion in debt repayments expected from the fiber sale and a ~4.86% dividend yield. Guidance anticipates a 5% decline in site rental revenue but 1% AFFO growth (+2% per share), with cost reductions and litigation recovery potential supporting long-term value, alongside the industry's investments. |
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2026-06-12 21:30
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2026-04-27 17:09
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Crown Castle Inc (CCI) Shares Fall 3.4% -- What GF Score of 68 Tells Investors | FMP Stock News | |
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On April 27, 2026, Crown Castle Inc (CCI) shares fell 3.4% to $83.44. Over the past year, the stock has experienced significant volatility, trading between a 52 |
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2026-06-12 21:30
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2026-05-01 09:23
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Arium Networks Launches Following Completion of EQT's Acquisition of Crown Castle's Small Cell Solutions Business | FMP Stock News | |
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CHARLOTTE, N.C., May 01, 2026 (GLOBE NEWSWIRE) -- Arium Networks (the “Company”) today announced its official launch as a standalone company following the completion of EQT Active Core Infrastructure‘s (“EQT”) acquisition of Crown Castle's Small Cell & Venue business. |
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2026-06-12 21:30
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3 REITs To Buy And Hold 'Forever' | FMP Stock News | |
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Most REITs are not ideal “forever” holdings. A few REITs have rare long-term compounding potential. Three unique landlords could keep growing for decades. |
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2026-06-02 11:12
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Crown Castle Inc. (CCI) Presents at Nareit REITweek: 2026 Investor Conference Transcript | FMP Stock News | |
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Crown Castle Inc. (CCI) Presents at Nareit REITweek: 2026 Investor Conference Transcript |
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2026-06-12 21:30
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Crown Castle Inc (CCI) Stock Up 5.8% but GF Value Says Overvalued -- GF Score: 62/100 | FMP Stock News | |
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On June 04, 2026, Crown Castle Inc CCI shares rose 5.8% to a current price of $93.79. The stock has shown a 52-week range of $75.96 to $115.76, indicating significant volatility over the past year. The recent price increase reflects a positive sentiment in the market, despite the stock's overall performance being slightly negative year-over-year.GF Value™ verdict: CCI is currently priced at $93.79, which is 4.3% above its GF Value™ estimate of $89.90.GF Score™: 62/100, indicating an above-average ranking based on key performance metrics.Most notable signal: Insiders have bought $0.1M worth of shares in the last three months, signaling confidence in the company's future. Is CCI Overvalued or Undervalued? According to the GF Value™, Crown Castle Inc is currently overvalued. The stock's price of $93.79 exceeds the GF Value™ estimate of $89.90 by 4.3%. This indicates a lack of margin of safety for prospective investors, as the stock is trading above its intrinsic value. The GF Valuation label classifies the stock as “Fairly Valued,” suggesting that while it is not severely overvalued, there are risks associated with its current price level. Investors should consider the potential for price corrections or stagnation in growth as the market adjusts to the valuation metrics. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. Given the current price in relation to the GF Value™, it is important for investors to weigh the risks of entering a position at this valuation against the potential for future growth. How Does CCI's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 38.8x 37.8x Forward P/E 42.2x N/A The current P/E ratio of 38.8x is 3% above its 5-year median P/E of 37.8x. Additionally, the forward P/E of 42.2x indicates that analysts expect earnings growth; however, this level also suggests that the stock is trading at a premium compared to its historical valuation metrics. This P/E analysis aligns with the GF Value™ verdict, reinforcing the notion that CCI is presently overvalued. What Does CCI's GF Score™ Tell Us? Metric Rating GF Score™ 62 Financial Strength 2/10 Profitability 7/10 Growth 1/10 Valuation 9/10 Momentum 5/10 The GF Score™ of 62/100 indicates that Crown Castle Inc is positioned above average in terms of potential long-term returns. However, the company exhibits weaknesses in Financial Strength and Growth, with ratings of 2/10 and 1/10 respectively. On the other hand, it shows strong profitability with a rating of 7/10 and a robust Valuation score of 9/10. This mixed performance suggests that while CCI has favorable valuation metrics, its financial stability and growth prospects may raise concerns for long-term investors. What Are Insiders Doing with CCI Stock? In recent months, insider activity has shown a positive trend as insiders have purchased $0.1 million worth of Crown Castle Inc shares without any selling activity reported. This pattern of buying can often be interpreted as a signal of confidence from those with intimate knowledge of the company’s operations and prospects. Such insider purchases may indicate that they believe the stock is undervalued at current levels and expect future price appreciation. What This Means for Investors Based on the GF Value™ assessment, Crown Castle Inc is currently overvalued. With its price exceeding the intrinsic value estimate by 4.3%, potential investors should approach with caution, considering both the market's sentiment and the company's financial standing. For the complete analysis, visit the Crown Castle Inc CCI stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities. Frequently Asked Questions What is CCI's GF Score™? CCI's GF Score™ is 62/100, indicating an above-average ranking based on financial strength, profitability, growth, valuation, and momentum, which suggests it may generate higher long-term returns. Is CCI overvalued or undervalued? CCI is currently overvalued according to the GF Value™, with its price of $93.79 exceeding the GF Value™ estimate of $89.90 by 4.3%. What is CCI's P/E ratio? CCI's P/E (TTM) ratio is 38.8x, which is 3% above its 5-year median P/E of 37.8x, suggesting that the stock is trading at a premium compared to its historical valuation. This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected]. |
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Crown Castle (CCI) Soars 5.8%: Is Further Upside Left in the Stock? | FMP Stock News | |
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Crown Castle (CCI) was a big mover last session on higher-than-average trading volume. The latest trend in FFO estimate revisions might not help the stock continue moving higher in the near term. |
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Canadian Copper Inc. Receives Court Date to Approve Caribou Complex Transaction | FMP Stock News | |
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Toronto, Ontario--(Newsfile Corp. - June 10, 2026) - Canadian Copper Inc. (CSE: CCI) ("Canadian Copper" or the "Company") today announced that a court hearing in Vancouver, Canada is scheduled on June 29th, 2026, at 10AM (PST) to approve the Caribou Complex transaction. Next Steps After Court Hearing The Company, as buyer, and FTI Consulting Canada Inc. the court appointed Receiver of Trevali Mining New Brunswick Ltd. |
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