Homestead Advisers Corp Sells 11,700 Shares of Crown Castle Inc. $CCI

Homestead Advisers Corp lowered its position in shares of Crown Castle Inc. (NYSE:CCI) by 2.0% in the third quarter, Holdings Channel reports. The firm owned 585,800 shares of the real estate investment trust’s stock after selling 11,700 shares during the period. Homestead Advisers Corp’s holdings in Crown Castle were worth $56,524,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of the company. Linscomb Wealth Inc. grew its holdings in shares of Crown Castle by 5.1% in the 3rd quarter. Linscomb Wealth Inc. now owns 61,113 shares of the real estate investment trust’s stock valued at $5,897,000 after buying an additional 2,991 shares during the period. Bessemer Group Inc. grew its stake in Crown Castle by 44.3% in the third quarter. Bessemer Group Inc. now owns 18,296 shares of the real estate investment trust’s stock valued at $1,764,000 after acquiring an additional 5,617 shares during the period. BI Asset Management Fondsmaeglerselskab A S increased its holdings in shares of Crown Castle by 38.4% in the third quarter. BI Asset Management Fondsmaeglerselskab A S now owns 40,512 shares of the real estate investment trust’s stock worth $3,909,000 after acquiring an additional 11,237 shares in the last quarter. J.W. Cole Advisors Inc. raised its position in shares of Crown Castle by 4.2% during the third quarter. J.W. Cole Advisors Inc. now owns 3,501 shares of the real estate investment trust’s stock worth $338,000 after purchasing an additional 140 shares during the period. Finally, Cornerstone Planning Group LLC lifted its holdings in shares of Crown Castle by 269.9% during the 3rd quarter. Cornerstone Planning Group LLC now owns 381 shares of the real estate investment trust’s stock valued at $35,000 after purchasing an additional 278 shares in the last quarter. 90.77% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on CCI. Jefferies Financial Group lowered their target price on Crown Castle from $90.00 to $84.00 and set a “buy” rating for the company in a research note on Wednesday. The Goldman Sachs Group lowered their price objective on shares of Crown Castle from $117.00 to $105.00 and set a “neutral” rating for the company in a research report on Friday, January 16th. New Street Research cut shares of Crown Castle from a “buy” rating to a “neutral” rating and set a $93.00 price objective on the stock. in a research report on Monday, January 5th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Crown Castle in a research note on Monday, December 29th. Finally, Citigroup dropped their price target on Crown Castle from $124.00 to $110.00 and set a “buy” rating on the stock in a research note on Thursday, October 16th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, six have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $106.38.

Crown Castle Trading Up 2.1%

Crown Castle stock opened at $86.19 on Thursday. Crown Castle Inc. has a 1-year low of $83.21 and a 1-year high of $115.76. The company has a fifty day simple moving average of $87.92 and a 200 day simple moving average of $94.22. The company has a market cap of $37.53 billion, a P/E ratio of -8.11, a price-to-earnings-growth ratio of 0.56 and a beta of 0.96.

Crown Castle (NYSE:CCI) last posted its quarterly earnings data on Wednesday, February 4th. The real estate investment trust reported $1.12 EPS for the quarter, topping analysts’ consensus estimates of $1.07 by $0.05. The company had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $1.06 billion. Crown Castle had a negative net margin of 95.37% and a negative return on equity of 619.62%. The company’s quarterly revenue was down 4.2% on a year-over-year basis. During the same period in the prior year, the business posted $1.70 EPS. Crown Castle has set its FY 2026 guidance at 4.380-4.490 EPS. On average, equities research analysts forecast that Crown Castle Inc. will post 6.67 EPS for the current year.

Crown Castle News Roundup

Here are the key news stories impacting Crown Castle this week:

• Positive Sentiment: Q4 results beat expectations: FFO/FFO-per-share (reported as $1.12) and revenue (~$1.07B) topped consensus, indicating the quarter outperformed Street estimates. Crown Castle (CCI) Tops Q4 FFO and Revenue Estimates
• Positive Sentiment: Company raised FY‑2026 EPS outlook to $4.38–$4.49, well above the prior consensus (~$3.74), giving earnings-per-share upside that supports valuation and helped lift the stock. Crown Castle Reports Fourth Quarter and Full Year 2025 Results and Provides Outlook for Full Year 2026
• Positive Sentiment: AFFO guidance is roughly flat to up modestly (AFFO per share guidance ~ $4.43, ~2% growth vs. prior year), which supports REIT cash-flow metrics even as some operating line items are pressured. Crown Castle Reports Fourth Quarter and Full Year 2025 Results and Provides Outlook for Full Year 2026
• Neutral Sentiment: Analyst moves: Jefferies trimmed its price target from $90 to $84 but kept a Buy rating — a modest signal that valuation and risk/reward are being reassessed, not a wholesale shift in bullishness. Jefferies Lowers Price Target
• Negative Sentiment: Core revenue and EBITDA guidance are weaker: management expects site‑rental revenue and adjusted EBITDA to decline (~5–6% headwinds versus FY‑2025), highlighting underlying demand and pricing pressures despite EPS/FIFO optics. Crown Castle Reports Fourth Quarter and Full Year 2025 Results and Provides Outlook for Full Year 2026
• Negative Sentiment: Tenant credit risk: commentary and coverage note the looming DISH repayment/default risk for tower landlords, which could pressure cash flow and investor sentiment if escalated. Crown Castle earnings ahead as DISH default looms over towers
• Negative Sentiment: Market reaction and cost actions: reports of soft EBITDA guidance, announced job cuts and after‑hours selling show investors are wary of near‑term operational headwinds despite the beat. Crown Castle Shares Slide After Q4 Results, Weak FY26 Guidance

Crown Castle Company Profile

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.