SBA Communications

SBAC

Market cap $20.9B

BOCA RATON, Fla.--(BUSINESS WIRE)--SBA Communications Corporation (NASDAQ: SBAC) (“SBA” and “Company”) announced it will release its third quarter results on Monday, November 3, 2025 after market close. SBA will host a conference call on Monday, November 3, 2025 to discuss these results. The call may be accessed as follows: When: Monday, November 3, 2025 at 5:00 PM (EDT)   Dial-in Number: 1-202-735-3323   Access Code: 8026533   Conference Name: SBA Third Quarter 2025 Results   Replay Available:.

After a strong August, REITs faded slightly in September (-0.73%), pulling the REIT sector's year-to-date average total return down to (-1.74%). Mid-cap REITs (-0.92%) averaged the lowest total return in September. Large caps (-0.29%), micro caps (-0.79%), and small caps (-0.83%) averaged modestly smaller declines. Only 37.4% of REIT securities had a positive total return in September.

Ausbil Investment Management Ltd fully exited SBA Communications Corporation (SBAC 0.41%), selling all 15,483 shares in the quarter ended September, with an estimated trade value of $3.64 million.

The Top 15 High-Growth Dividend Stock list for October 2025 targets a 12% long-term return, despite underperforming SPY and VIG in September. These 15 stocks offer a 1.4% average yield and have grown dividends at 19.1% annually over five years, with many trading at significant discounts. Recent changes include six new additions, with expected long-term CAGRs near 20% based on dividend yield theory and valuation metrics.

SBA Communications and American Tower have disappointed investors over the last 3 years. The primary issue was that investors overpaid for growth. The secondary issue was even that expected growth didn't materialize.

SBA Communications Corporation (NASDAQ:SBAC ) Goldman Sachs Communacopia + Technology Conference 2025 September 9, 2025 2:30 PM EDT Company Participants Brendan Cavanagh - CEO, President & Director Conference Call Participants James Schneider - Goldman Sachs Group, Inc., Research Division Presentation James Schneider Senior Research Analyst Good Morning. Welcome to the Goldman Sachs Communacopia and Technology Conference.

Given heightened economic uncertainty, I am leaning more defensive and sticking with my dividend growth investing strategy, emphasizing diversification and income stability. The frozen housing market, soft labor conditions, and stagnating consumer spending signal potential economic weakness, despite optimism in select sectors like tech. My ETF portfolio review shows shifting leadership, with midstream energy outperforming previously, but preferreds and tech-focused ETFs now leading as trends evolve.

SBA Communications Corporation (NASDAQ:SBAC ) Bank of America 2025 Media, Communications & Entertainment Conference September 4, 2025 2:00 PM EDT Company Participants Marc Montagner - Executive VP & CFO Presentation Unknown Analyst [Audio Gap] to the BofA Media Telecom Conference. We're going to wrap it up here on day-2 with SBA.

SBA Communications Corporation (NASDAQ:SBAC ) Citi's 2025 Global Technology, Media and Telecommunications Conference September 3, 2025 12:50 PM EDT Company Participants Marc Montagner - Executive VP & CFO Conference Call Participants Michael Rollins - Citigroup Inc., Research Division Presentation Michael Rollins MD & U.S. Telecoms Analyst [Audio Gap] and infrastructure for Citi. Disclosures are available at the back of the room.

REITs are still heavily discounted. But potentially not for much longer. The anticipated rate cuts could lead to an epic recovery, and investors who position themselves early could enjoy significant upside.