Safehold Q4 revenue slightly beats expectations

Safehold

11/02/2026 21:14

Overview

Real estate investment trust's Q4 revenue slightly beat analyst expectations

EPS for Q4 was $0.39

Outlook

Company optimistic about affordable housing business momentum

Safehold plans to leverage leadership team for customer service and shareholder value

Result Drivers

NEW INVESTMENTS - Safehold invested $429 mln in new originations, including 17 new ground leases and four leasehold loans, expanding its portfolio to $7.1 bln

CAPITAL MANAGEMENT - Closed $400 mln unsecured term loan and repaid $227 mln secured debt, enhancing financial flexibility

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Beat*
$97.90 mln
$96.94 mln (6 Analysts)
Q4 EPS
$0.39
Q4 Net Income
$27.90 mln


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 6 "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the diversified reits peer group is "buy"

Wall Street's median 12-month price target for Safehold Inc is $19.00, about 22.9% above its February 10 closing price of $15.46

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 9 three months ago

Press Release: ID:nPn3Pr2G6a

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)