reports
American Tower Corp: 1 director
A director at American Tower Corp bought 2,671 shares at 185.300USD and the significance rating of the trade was 95/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years c...
- Jonathan Moreland
VNO VORNADO REALTY TRUST
TYL TYLER TECHNOLOGIES INC.
TBI TRUEBLUE INC.
REXR REXFORD INDUSTRIAL REALTY INC.
PODD INSULET CORPORATION
NEU NEWMARKET CORPORATION
MYGN MYRIAD GENETICS INC.
MSCI MSCI INC. CLASS A
LXRX LEXICON PHARMACEUTICALS INC.
HUM HUMANA INC.
HMN HORACE MANN EDUCATORS CORPORATION
HCI HCI GROUP INC.
FAF FIRST AMERICAN FINANCIAL CORPORATION
CEVA CEVA INC.
CAR AVIS BUDGET GROUP INC.
OFIX ORTHOFIX INTERNATIONAL N.V.
WY WEYERHAEUSER COMPANY
TZOO TRAVELZOO
FIVN FIVE9 INC.
PRU PRUDENTIAL PLC
SAH SONIC AUTOMOTIVE INC. CLASS A
SXC SUNCOKE ENERGY INC.
WINA WINMARK CORP.
ITIC INVESTORS TITLE CO.
GGT THE GABELLI MULTIMEDIA TRUST
CNDT CONDUENT INC.
HLNE HAMILTON LANE INCORPORATED CLASS A
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
SSTI SHOTSPOTTER
KKR KKR & CO. INC.
BOTJ BANK OF THE JAMES FINANCIAL GROUP INC.
UBER UBER TECHNOLOGIES INC.
AVTR AVANTOR
VERX INC.
BIGC VERTEX
NBR INC.
SLQT BIGCOMMERCE HOLDINGS
DLHC NABORS INDUSTRIES LTD.
ABCL SELECTQUOTE
CVRX INC.
ELF DALEIGH HOLDINGS CORP
FLYW ABCELLERA BIOLOGICS
BLCO CVRX
FSCO INC.
CADL E.L.F. BEAUTY
CVI INC.
TLSI FLYWIRE CORP
ASST BAUSCH + LOMB CORP
EKSO FS CREDIT OPPORTUNITIES CORP.
LNZA CANDEL THERAPEUTICS
INC.
CVR ENERGY
INC.
TRISALUS LIFE SCIENCES INC
ASSET ENTITIES INC.
EKSO BIONICS HOLDINGS INC.
LANZATECH GLOBAL INC
Moody's Ratings affirms Crown Castle's Baa3 ratings, changes outlook t...
Moody's Ratings (Moody's) today affirmed Crown Castle Inc.'s ("Crown Castle" or the "the REIT") Baa3 senior unsecured debt ratings. In the same rating action, we affirmed the REIT's Prime-3 commercial paper (CP) rating, (P)Baa3 senior unsecured shelf rating and (P)Ba1 subordinate shelf and preferred...
- David Barden
Crown Castle Declares Quarterly Common Stock Dividend
Crown Castle Declares Quarterly Common Stock Dividend HOUSTON, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) ("Crown Castle") announced today that its Board of Directors has declared a quarterly cash dividend of $1.0625 per common share. The quarterly dividend is payable on March 31, 2026, to common stockholders of record at the close of business on March 13, 2026. Future dividends are subject to the approval of Crown Castle's Board of Directors. ABOUT CROWN CASTLE Crown Castle owns, operates and leases approximately 40,000 cell towers and approximately 90,000 route mi...
- David Barden
- David Barden
American Tower 4Q25 Quick Take: Consensus couldn’t get DISH right for ...
AMT (Buy, PT $203) reported 4Q25 results. We continue to view AMT as the best-growing, least-levered, best-positioned stock in the group. 4Q was generally ahead on all metrics. Guidance is bit of a mess with consensus largely having included DISH while there are 2 larger than anticipated factors moving in opposite directions in the form of FX (+) and straight line (negative, but non-cash). This note is our instant read on the result vs. both us and consensus.
- Jonathan Moreland
SCSC SCANSOURCE INC.
PSEC PROSPECT CAPITAL CORPORATION
MSCI MSCI INC. CLASS A
MOH MOLINA HEALTHCARE INC.
MMS MAXIMUS INC.
KVHI KVH INDUSTRIES INC.
HTGC HERCULES CAPITAL INC.
FAF FIRST AMERICAN FINANCIAL CORPORATION
BMI BADGER METER INC.
ARE ALEXANDRIA REAL ESTATE EQUITIES INC.
PRU PRUDENTIAL FINANCIAL INC.
ASA ASA
WY WEYERHAEUSER COMPANY
MDU MDU RESOURCES GROUP INC
MEDP MEDPACE HOLDINGS INC.
SAH SONIC AUTOMOTIVE INC. CLASS A
TSI TCW STRATEGIC INCOME FUND INC.
PLBC PLUMAS BANCORP
GRF EAGLE CAPITAL GROWTH FUND INC
CNDT CONDUENT INC.
MSFT MICROSOFT CORPORATION
SSTI SHOTSPOTTER
ZIVO ZIVO BIOSCIENCE
KKR INC.
BOTJ KKR & CO. INC.
AXR BANK OF THE JAMES FINANCIAL GROUP INC.
TENB AMREP
AVTR TENABLE HOLDINGS
CMTV AVANTOR
VERX INC.
BIGC COMMUNITY BANCORP INC. VT
SLQT VERTEX
DLHC INC.
AFRM BIGCOMMERCE HOLDINGS
FLYW SELECTQUOTE
CHRW INC.
TBBK DALEIGH HOLDINGS CORP
QDEL AFFIRM HOLDINGS
IE FLYWIRE CORP
CHUC C.H. ROBINSON WORLDWIDE
RXO_w INC.
GTE THE BANCORP
CNVS INC.
COCH QUIDEL CORP
ASST IVANHOE ELECTRIC INC
SPGI CHARLIES HLDGS INC
EKSO RXO INC
NDAQ GRAN TIERRA ENERGY INC.
LNZA CINEVERSE CORP
ANZU SPECIAL ACQUISITION CORP I
ASSET ENTITIES INC.
MCGRAW HILL FINANCIAL INC
EKSO BIONICS HOLDINGS INC.
THE NASDAQ OMX GROUP
INC.
LANZATECH GLOBAL INC
- Jonathan Moreland
MSCI Inc: 1 director
A director at MSCI Inc bought 3,681 shares at 543.210USD and the significance rating of the trade was 73/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly show...
- Jonathan Moreland
CINF CINCINNATI FINANCIAL CORPORATION
ASA ASA
MDU MDU RESOURCES GROUP INC
MEDP MEDPACE HOLDINGS INC.
NWPP NEW PEOPLES BANKSHARES INC.
ZIVO ZIVO BIOSCIENCE
SONO INC.
JYNT SONOS
RXO_w THE JOINT
VANI RXO INC
GTE VIVANI MEDICAL INC
CNVS GRAN TIERRA ENERGY INC.
COCH CINEVERSE CORP
MXF ANZU SPECIAL ACQUISITION CORP I
GF THE MEXICO FUND
EKSO INC.
THE NEW GERMANY FUND
INC.
EKSO BIONICS HOLDINGS INC.
- David Barden
CCI 4Q25 Results and Model Update
We are updating our model for CCI (Neutral, PT $93) following its 4Q25 results that were largely ahead of our estimates and consensus. With the removal of SATS noise from reported results, 2026 AFFO per share will be heavily influenced by the timing of the Small Cells and Fiber Segment Divestiture. As we have previously mentioned, we don’t see material upside in the stock until all the heavy lifting takes place which looks to wait until mid-year.
- David Barden
Crown Castle 4Q25 Quick Take: 2026 a transition year as CCI navigates ...
CCI (Neutral, PT $93) reported 4Q25 results that were largely ahead of our estimates and consensus. Following its previous disclosure that SATS has defaulted on its tower lease agreement payments, CCI shared organic growth guidance excluding these payments. Ahead of the close of its Small Cells and Fiber Segment in 1H26, we don’t see material upside as we wait for all the heavy lifting to take place. This said, at the end of the day, CCI will be THE pure play tower company in the US when the upp...
Crown Castle Reports Fourth Quarter and Full Year 2025 Results and Pro...
Crown Castle Reports Fourth Quarter and Full Year 2025 Results and Provides Outlook for Full Year 2026 HOUSTON, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) ("Crown Castle") today reported results for the full year ended December 31, 2025 and issued its full year 2026 outlook, as reflected in the table below. Full Year 2026 Full Year 2025(dollars in millions, except per share amounts)Current Outlook Midpoint(a)Midpoint GrowthRate Compared to Full Year 2025 Actual ActualActual Growth Rate Compared to Full Year 2024 ActualSite rental revenues(b)$3,850(5)% $4,049(5)%Net i...
- David Barden
Not unexpectedly, SATS defaults on AMT leases – We quantify the readth...
AMT (Buy, PT $203), after the close today, shared that SATS has defaulted on its tower lease agreement payments. This was unsurprising following a similar revelation from CCI (Neutral, PT $93) on 1/12/26 (see our note). AMT says this action will have no impact on 2025 results. AMT did not mention the value of the remaining payments, but we assume it is similar to the ~$3.5bn (undiscounted) CCI cited.
Crown Castle Announces Tax Reporting Information for 2025 Distribution...
Crown Castle Announces Tax Reporting Information for 2025 Distributions HOUSTON, Jan. 21, 2026 (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) (“Crown Castle”) announced today certain year-end tax reporting information for its 2025 distributions. The following table summarizes, for income tax purposes, the nature of distributions paid to holders of Crown Castle Common Stock, par value $.01 per share (“Common Stock”), presented on a per share basis, during the calendar year ended December 31, 2025. Stockholders are urged to consult with their personal tax advisors as to their specific t...
Crown Castle Announces Fourth Quarter 2025 Earnings Conference Call De...
Crown Castle Announces Fourth Quarter 2025 Earnings Conference Call Details HOUSTON, Jan. 21, 2026 (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) ("Crown Castle") plans to release its fourth quarter 2025 results on Wednesday, February 4, 2026, after the market closes. In conjunction with the release, Crown Castle has scheduled a conference call for Wednesday, February 4, 2026, at 4:30 p.m. eastern time. A listen only live audio webcast of the conference call, along with any supplemental materials, can be accessed on the Crown Castle website at . Participants may join the conference c...
- David Barden
Towers & interest rates, the biggest moving parts
Given recent news around future interest rate actions by the Fed, we performed a sensitivity analysis to better understand potential AFFO per share implications for each of the three major tower companies. Based on a detailed, tranche by tranche debt analysis, SBAC (Neutral, PT $212) has the largest near-term exposure given its short-term refinancing needs. CCI (Neutral, PT $93) has limited exposure given that we expect its debt reduction using proceeds from its small cells and fiber business sa...
- David Barden
SATS defaults on CCI leases - Quantifying the readthrough
CCI (Neutral, PT $93) after the close today announced that SATS has defaulted on its tower lease agreement payments. As a result, the company has terminated the agreement and will seek to recover ~$3.5Bn+ of the remaining undiscounted payments owed. CCI says this decision will have no impact on 2025 results. As a function of this announcement, we are taking SATS payments fully out of our model for 2026E. Previously, we had zeroed out SATS payments for only 2H26 and beyond. In this note, we shar...
DISH Wireless Defaults on Payment Obligations to Crown Castle
DISH Wireless Defaults on Payment Obligations to Crown Castle DISH Obligated to Pay Crown in Excess of $3.5 Billion as Crown Castle Terminates Contract HOUSTON, Jan. 12, 2026 (GLOBE NEWSWIRE) -- Crown Castle Inc. (NYSE: CCI) ("Crown Castle") today announced that DISH Wireless (“DISH”) has defaulted on its payment obligations to Crown Castle, causing Crown Castle to terminate its wireless infrastructure agreement with DISH. Statement by Crown Castle: “Crown Castle and many other American businesses helped DISH and its parent company, EchoStar, build its wireless communications network...
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