NewEdge Wealth LLC Invests $10.53 Million in Safehold Inc. $SAFE
NewEdge Wealth LLC has acquired a new stake of 670,665 shares in Safehold Inc. (NYSE:SAFE) valued at approximately $10.53 million, now owning about 0.95% of the company. Institutional investors hold a significant 70.38% of Safehold's stock. Despite cautious analyst sentiment with a consensus "Hold" rating and an average price target of $17.17, the company reported in-line quarterly EPS of $0.42 and revenue exceeding expectations at $114.65 million.
Denali Advisors LLC Makes New Investment in Safehold Inc. $SAFE
Denali Advisors LLC has acquired a new stake in Safehold Inc. (NYSE:SAFE), purchasing 309,600 shares valued at approximately $4.86 million, representing a 0.44% ownership. Other institutional investors have also adjusted their positions in SAFE, with hedge funds and institutional investors collectively owning 70.38% of the stock. Safehold recently reported earnings per share of $0.42, matching estimates, and revenue of $114.65 million, exceeding forecasts, and offers a quarterly dividend of $0.177 per share.
Safehold (NYSE:SAFE) Now Covered by Analysts at Raymond James Financial
Raymond James Financial has initiated coverage on Safehold (NYSE:SAFE) with a "market perform" rating, adding to a mixed analyst sentiment that includes two Buy, seven Hold, and one Sell rating, with an average price target of $17.17. Safehold's shares increased by 1.7% to $15.05 after the company matched EPS expectations of $0.42 and exceeded revenue estimates with $114.65 million in its latest quarterly results. Institutional ownership stands at 70.38%, with BlackRock Inc. being the largest holder after increasing its stake in the second quarter.
Raymond James resumes Safehold stock coverage with Market Perform
Raymond James has resumed coverage on Safehold Inc. (NYSE:SAFE) with a Market Perform rating, citing the potential for ground leases but noting a low current return profile and challenges in valuing the company's 92-year weighted average lease term. The firm considers Safehold's shares to be fairly valued at current levels, comparing its metrics to net lease REITs. InvestingPro analysis, however, suggests the shares are undervalued based on its Fair Value assessment.
SAFE Looks 24.6% Undervalued on GF Value™
Raymond James has reinitiated coverage on Safehold Inc (NYSE: SAFE) with a Market Perform rating, noting its dividend yield and valuation metrics. GuruFocus also indicates Safehold is modestly undervalued by 24.6% based on its GF Value™ of $19.64 per share. Despite some financial strength concerns, the company holds a strong GF Score™ of 84/100, driven by growth and valuation, and shows steady institutional interest.
Safehold Inc. (NYSE:SAFE) Receives Consensus Rating of "Hold" from Analysts
Nine analysts have given Safehold Inc. (NYSE:SAFE) a consensus "Hold" rating, with an average 12-month target price of $17.1667. The company recently reported quarterly earnings of $0.42 per share, meeting consensus estimates, and declared a quarterly dividend of $0.177 per share. Safehold's stock has seen recent adjustments in analyst ratings and target prices, and institutional investors have also modified their positions.
T. Rowe Price updates 6.5% Safehold Inc. (SAFE) ownership in Schedule 13G/A
T. Rowe Price Investment Management, Inc. has filed an amended Schedule 13G/A, reporting a 6.5% beneficial ownership stake in Safehold Inc. (SAFE) as of June 30, 2026. This ownership translates to 4,677,813 shares, with T. Rowe Price asserting sole voting power over 4,649,593 shares and sole dispositive power over all 4,677,813 shares. The filing explicitly states that it should not be construed as an admission of beneficial ownership.
Price-Driven Insight from (SAFE) for Rule-Based Strategy
This article provides a price-driven insight for Safehold Inc. (NASDAQ: SAFE) through rule-based strategies, highlighting weak near and mid-term sentiment, a neutral long-term outlook, and a potential short setup. It details three AI-generated institutional trading strategies (Position, Momentum Breakout, and Risk Hedging) with specific entry, target, and stop-loss levels, alongside a multi-timeframe signal analysis. The report suggests a significant risk-reward short opportunity.
Price-Driven Insight from (SAFE) for Rule-Based Strategy
This article provides a price-driven analysis for Safehold Inc. (NASDAQ: SAFE), highlighting weak near and mid-term sentiment and a neutral long-term outlook. It details specific institutional trading strategies, including long, breakout, and short setups, based on AI models with defined entry zones, targets, and stop losses. The analysis also presents multi-timeframe signal strengths, support, and resistance levels for the stock.
Do Safehold’s (SAFE) Earnings Beat and Buyback Reveal a Deeper Capital Allocation Shift?
Safehold Inc. reported strong second-quarter and first-half 2026 results, including increased sales, revenue, net income, and EPS, alongside a $16.3 million share buyback. This performance, coupled with a Brookfield joint venture, highlights management's focus on capital efficiency and expanding its ground lease platform. While supporting the existing investment narrative, investors should remain aware of potential risks like market concentration and macro volatility.
Do Safehold’s (SAFE) Earnings Beat and Buyback Reveal a Deeper Capital Allocation Shift?
Safehold Inc. reported strong Q2 and H1 2026 results, including increased sales, revenue, net income, and EPS, along with a significant share buyback. This performance, coupled with a Brookfield joint venture, highlights management's focus on capital efficiency and expanding its ground lease platform. Investors are encouraged to consider how these developments impact Safehold's investment narrative and risk profile, particularly concerning its long-term growth forecasts and fair value.
Do Safehold’s (SAFE) Earnings Beat and Buyback Reveal a Deeper Capital Allocation Shift?
Safehold Inc. (SAFE) reported strong Q2 2026 earnings with increased sales, revenue, net income, and EPS, along with a US$16.3 million share buyback. This financial performance and the buyback, which retired 1.51% of its shares, signal management's focus on capital efficiency and expanding its ground lease platform, particularly through its Brookfield joint venture. While these actions support the existing investment narrative for Safehold, investors should still consider market concentration risks and macro volatility.
Do Safehold’s (SAFE) Earnings Beat and Buyback Reveal a Deeper Capital Allocation Shift?
Safehold Inc. reported strong Q2 and H1 2026 results, including higher sales, revenue, net income, and EPS, alongside a US$16.3 million share buyback. This performance, coupled with a Brookfield joint venture, highlights management's focus on capital efficiency and expanding its ground lease platform. Investors are encouraged to consider these developments in the context of Safehold's existing investment narrative and risk profile, particularly regarding its projected growth and fair value.
Safehold (SAFE) Q2 2026 earnings summary
Safehold (SAFE) reported strong Q2 2026 results with revenue reaching $114.6 million and EPS of $0.42, driven by new ground lease originations and hotel operations. The company closed $150 million in new multifamily ground lease originations and formed a $348 million joint venture with Brookfield. Safehold's outlook includes an active origination pipeline and no anticipated near-term equity needs, with estimated unrealized capital appreciation increasing to $9.8 billion.
Safehold Inc. New (SAFE) Stock Forecasts
This article provides an Argus quantitative report on Safehold Inc. (SAFE), a REIT that specializes in acquiring, managing, and capitalizing ground leases. The report, dated August 5, 2026, offers an analysis of SAFE's rating, earnings estimate, and current price, with a price target. Full access to the report requires a Yahoo Finance Silver subscription.
Star Holdings Reports Second Quarter 2026 Results
Star Holdings (NASDAQ: STHO) has filed its Quarterly Report on Form 10-Q for the quarter ended June 30, 2026, reporting net income attributable to common shareholders of $41.4 million and earnings per share of $3.43. These results include a significant non-cash adjustment of $29.3 million related to its investment in Safehold Inc. shares and deferred non-cash income of $14.4 million from a lease expiration. The company's portfolio primarily consists of interests in the Asbury Park Waterfront, Magnolia Green residential development, and other real estate properties, with a strategy to maximize shareholder value through active asset management and sales.
Is Safehold (SAFE) Undervalued After Strong Earnings And Fresh Capital Moves?
Safehold (SAFE) recently reported strong second-quarter 2026 results, including increased sales and net income, alongside a share buyback program, which has attracted investor attention. Despite a significant long-term decline, the stock has seen an 18.71% year-to-date return. While one narrative suggests Safehold is 14% undervalued with a fair value of $18.73, another Discounted Cash Flow model indicates it might be overvalued at $13.26, presenting mixed signals on its true valuation.
Safehold Inc. (NYSE: SAFE) moves New York executive base
Safehold Inc. (NYSE: SAFE) has relocated its principal executive offices to One Penn Plaza, 51st Floor, New York, NY, effective August 1, 2026. This move was reported in an 8-K filing, specifying the new address for all future correspondence. The company's telephone number remains unchanged.
Safehold (SAFE) Corporate presentation Summary
This article summarizes Safehold's corporate presentation, highlighting key activities in Q2 2026 including closing multifamily ground leases, forming a joint venture with Brookfield, and issuing $225 million in notes. It details the company's $7.3 billion portfolio across 172 ground leases with a 92-year weighted average lease term, and its strong capital structure with $5.0 billion total debt and upgrades to A-/A3/A- credit ratings. The summary also lists recent financial events and earnings for Safehold (SAFE).
(SAFE) Price Dynamics and Execution-Aware Positioning
This article provides an AI-driven analysis of Safehold Inc. (NASDAQ: SAFE), indicating a neutral sentiment across all time horizons and suggesting a wait-and-see approach. It details three distinct trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The analysis highlights an exceptional risk-reward short setup and offers multi-timeframe signal analysis for various trading durations.
Safehold Inc reports results for the quarter ended June 30 - Earnings Summary
Safehold Inc. has reported its earnings summary for the quarter that ended on June 30. The article, sourced from Reuters via TradingView News, indicates that the full details are available to subscribers for unlimited access.
Safehold Inc. 2026 Q2 - Results - Earnings Call Presentation (NYSE:SAFE) 2026-08-01
This article presents the Q2 2026 earnings call presentation from Safehold Inc. (NYSE:SAFE). The company reported an EPS of $0.42, beating estimates by $0.00, and revenue of $114.65M, which was a 22.17% year-over-year increase and beat estimates by $1.06M. The accompanying slide deck details these results for investors.
Enterprise value to EBIT forward of Safehold Inc. New – NYSE:SAFE
This article presents the "Enterprise value to EBIT forward" for Safehold Inc. New (NYSE: SAFE) as displayed on TradingView. It provides financial data for the company within the context of the Real Estate Investment Trusts sector. The content appears to be a snapshot of financial metrics available on the TradingView platform for this specific stock.
Safehold (SAFE) Stock Faces Valuation Strain Despite Stronger Q2 Growth
Safehold (SAFE) stock increased by 2.2% after its Q2 report, showcasing solid EPS growth and strategic capital moves, which the market seemingly interpreted as positive given its low P/E. However, the article highlights underlying valuation strain, with shares trading above discounted cash flow estimates and concerns about thin dividend and interest coverage. While the company achieved milestones in multifamily ground lease originations and active capital recycling, bearish narratives persist regarding concentrated exposure to weaker property sectors and unresolved issues with fixed obligation coverage.
Safehold publishes transcript of Q2 2026 earnings conference call
Safehold (Safe) released the transcript of its Q2 2026 earnings call, detailing key financial achievements and strategic initiatives. The company originated seven multifamily ground leases for $150 million, closed a $348 million joint venture with Brookfield, and raised $225 million in unsecured notes. Safehold reported Q2 GAAP revenue of $114.6 million, net income of $30.2 million, and EPS of $0.42.
Safehold Inc. Q2 2026: Revenue $114.6M, EPS $0.42— 10-Q Summary
Safehold Inc. reported strong second-quarter 2026 results, with revenue reaching $114.6 million, an increase of 22.2% year-over-year. Net income attributable to common shareholders was $30.2 million, and diluted EPS stood at $0.42, both showing growth compared to the prior-year quarter. The company expanded its origination channels and assumed operations of two hotels, further diversifying its business.
Safehold (SAFE) Stock Faces Valuation Strain Despite Stronger Q2 Growth
Safehold (SAFE) reported stronger Q2 growth with a 16% increase in revenue and 8% increase in net income and EPS. Despite this, the stock faces valuation concerns due to its P/E ratio, thin dividend and interest coverage, and unresolved concentration risks in property sectors. While management highlights momentum in multifamily housing and active capital recycling, bearish arguments point to continued exposure to weaker sectors and unquantified pipeline conversion rates.
Safehold Q2 2026 Earnings Call Transcript
Safehold reported a strong Q2 2026 with new investments, capital markets activity, and solid earnings. The company originated $150 million in multifamily ground leases, primarily in affordable housing, and closed a $348 million joint venture with Brookfield, which helped de-leverage its balance sheet and increase investment capacity. Safehold's estimated unrealized capital appreciation rose to $9.8 billion, and multifamily properties now represent 65% of its portfolio by asset count.
Is Safehold Inc (SAFE) Undervalued After Q2 Earnings Match Expectations?
Safehold Inc (SAFE) reported strong Q2 2026 earnings, with revenue exceeding estimates and EPS matching expectations. Despite potential market challenges, the company's strategic initiatives, including new ground lease originations and a significant joint venture, highlight its growth potential. GuruFocus analysis suggests SAFE is undervalued by approximately 24.2%, with a strong GF Score of 84/100, making it an appealing investment opportunity despite some financial strength concerns.
Earnings call transcript: Safehold posts Q2 2026 revenue beat as shares fall
Safehold Inc. reported second-quarter earnings for 2026, with revenue exceeding expectations at $114.6 million, while EPS of $0.42 matched forecasts. Despite the revenue beat and the company's strong origination activity in multifamily ground leases, shares fell by 3.18%. Management highlighted a $9.8 billion pool of unrealized capital appreciation and indicated no immediate need for equity capital after completing a $348 million joint venture with Brookfield and issuing $225 million in unsecured notes.
Safehold Inc. (NYSE: SAFE) furnishes Q2 2026 earnings release and presentation
Safehold Inc. (NYSE: SAFE) has released its Q2 2026 earnings, reporting revenues of $114.6 million and net income of $30.2 million attributable to common shareholders, with EPS of $0.42. The company closed $150 million in new ground lease originations, formed a $348 million joint venture with Brookfield, and completed a $225 million private placement of senior unsecured notes. Safehold's estimated Unrealized Capital Appreciation increased to $9.8 billion, demonstrating continued growth and active pursuit of new opportunities.
Safehold (NYSE: SAFE) outlines $9,770M UCA in ground lease portfolio
Safehold Inc. (NYSE: SAFE) reported an estimated unrealized capital appreciation (UCA) of $9,770 million in its owned residual ground lease portfolio as of June 30, 2026. This UCA represents the excess of an aggregate Combined Property Value of $16,676 million over an aggregate ground lease cost of $6,906 million. The company utilizes independent appraiser CBRE, Inc. for valuations, targeting initial ground leases at 30%-45% of Combined Property Value, and also provided updates on its Caret unit program.
Earnings Flash (SAFE) Safehold Inc. Reports Q2 Revenue $114.6M, vs. FactSet Est of $110.8M
Safehold Inc. (SAFE) reported its second-quarter revenue of $114.6 million, surpassing the FactSet estimate of $110.8 million. The report also highlights the company's adjusted EPS at $0.42, falling slightly below FactSet's estimate of $0.43 for the same period. This earnings flash provides a quick overview of Safehold's financial performance for Q2 2026.
Safehold Reports Second Quarter 2026 Results
Safehold Inc. reported strong second-quarter 2026 results, with revenues of $114.6 million and net income attributable to common shareholders of $30.2 million. The company closed $150 million in new ground lease originations, formed a $348 million joint venture with Brookfield, and saw its Estimated Unrealized Capital Appreciation grow to $9.8 billion. Safehold will host an earnings conference call to discuss these results further.
Safehold (SAFE) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
Safehold (SAFE) reported strong Q2 2026 earnings, with revenue of $114.6 million, up 22.1% year-over-year, and EPS of $0.42. Both revenue and EPS surpassed Wall Street estimates, with a surprise of +3.85% and +2.44% respectively. Key metrics like interest income from sales-type leases also exceeded expectations, contributing to the positive financial performance.
Transcript : Safehold Inc., Q2 2026 Earnings Call, Jul 30, 2026
This article provides the transcript of Safehold Inc.'s Q2 2026 Earnings Call held on July 30, 2026. The company reported adjusted EPS of $0.42 against an estimated $0.43, and revenue of $114.6 million against an estimated $110.8 million. The report also highlights recent company activities, including closing ground leases for affordable housing and pricing senior unsecured notes.
Safehold Inc expected to post earnings of 42 cents a share - Earnings Preview
Safehold Inc is expected to report earnings of 42 cents per share. This information is based on an earnings preview from Refinitiv. The article provides a brief outlook on the company's anticipated financial performance.
Safehold Inc. New Revenue Breakdown – NYSE:SAFE
The article details Safehold Inc.'s revenue breakdown for the last fiscal year. The company generated $385.55 million USD, with its Net Investment in Sales-type Leases segment contributing the most at $181.29 million USD. All revenue originated from the United States.
Is Safehold (SAFE) Quietly Recasting Its Growth Story Around Socially Focused Ground Leases?
Safehold (SAFE) is expanding its focus on socially responsible ground leases, particularly in affordable housing projects in California. This strategy aligns with public policy and institutional capital, reinforcing a near-term growth catalyst for the company. However, investors should consider the balance between growth and regulatory exposure, as macro volatility and development delays could impact future deal flow.
Safehold Inc. (SAFE) Q4 2025 Earnings Report - Results, Call & Slides
Safehold Inc. (SAFE) reported strong Q4 2025 earnings, beating both EPS and revenue expectations with actual EPS of $0.42 and revenue of $98.01M. The company highlighted positive developments including credit rating upgrades, improved liquidity, and strategic initiatives for portfolio growth and share repurchases. Despite challenges like the unrecognized Carat valuation and ongoing litigation, Safehold's operational and capital market progress indicates a positive outlook, with 2026 guidance focusing on increasing ground-lease originations and enhancing Carat monetization.
Safehold Inc. Revenue Breakdown – DUS:J0W
Safehold Inc. (DUS:J0W) generated 328.27 million EUR in revenue last year, with its top-performing segment, Net Investment in Sales-type Leases, contributing 154.36 million EUR. The United States was the primary geographic contributor, accounting for the entire 328.27 million EUR.
Is Safehold (SAFE) Quietly Recasting Its Growth Story Around Socially Focused Ground Leases?
Safehold Inc. is expanding its growth strategy by focusing on socially focused ground leases, particularly in affordable housing developments. This shift is evident through recent deals in California for Low-Income Housing Tax Credit projects, aligning Safehold with public policy priorities and institutional capital. While these new leases are a near-term growth catalyst, investors should also consider the potential risks related to macro volatility, development delays, and regulatory shifts in this segment.
Enterprise value to revenue forward of Safehold Inc. New – NYSE:SAFE
This article presents a financial data point for Safehold Inc. New (NYSE: SAFE), specifically its enterprise value to revenue (forward-looking). The content itself is minimalist, providing only this financial metric and no further analysis or context beyond standard market data disclaimers.
Safehold Inc. (SAFE) Q1 2024 Earnings Report - Results, Call & Slides
Safehold Inc. (SAFE) released its Q1 2024 earnings report, announcing actual EPS of $0.43, beating the consensus estimate of $0.40. The company also reported actual revenue of $93.78 million, surpassing the expected $88.20 million, marking a 21.02% year-over-year growth. The earnings call was held on May 6, 2024, and the next earnings date is estimated for July 30, 2026.
Safehold (SAFE) Q1 2025 earnings summary
Safehold (SAFE) reported Q1 2025 revenue of $97.7 million and net income of $29.4 million, or $0.41 EPS, with a strategic focus on multifamily ground leases now making up 58% of its portfolio. The company recorded no new investments in the quarter but has a pipeline of signed LOIs worth $386 million. Management is targeting increased investment activity, particularly in multifamily and affordable housing, and plans to utilize capital recycling to address market valuation gaps.
(SAFE) as a Liquidity Pulse for Institutional Tactics
This article analyzes Safehold Inc. (NASDAQ: SAFE) through the lens of institutional trading strategies, leveraging AI models to identify potential movements. It highlights a strong near and mid-term sentiment, a significant risk-reward short setup, and provides three distinct trading strategies: a Long Position Trading Strategy, a Momentum Breakout Strategy, and a Risk Hedging Strategy, along with multi-timeframe signal analysis.
Safehold Inc (SAFE) Stock Down 4.2% -- Now Undervalued? GF Score: 84/100
Safehold Inc. (SAFE) shares dropped 4.2% to $16.39 but are considered undervalued by GuruFocus, with a GF Value™ of $20.70 and a strong GF Score™ of 84/100. Despite a high valuation rank and positive year-to-date performance, the company faces concerns regarding its financial strength, rated 3/10. There have been no insider transactions in the last three months, which could suggest caution from company insiders.
Safehold (SAFE) On New California Ground Leases And Whether The Stock Is Fully Valued
Safehold (SAFE) recently closed two ground leases in California for 570 affordable housing units, prompting a re-evaluation of its stock. While the company has shown positive short-term share price returns, its five-year total shareholder return is significantly down. Analysts present mixed valuations, with one narrative suggesting an 8.7% undervaluation, while a Discounted Cash Flow model from Simply Wall St indicates overvaluation.
Safehold (SAFE) Q1 2025 earnings summary
Safehold (SAFE) reported Q1 2025 revenues of $97.7 million and net income of $29.4 million, or $0.41 EPS, with an adjusted EPS of $0.44. While no new investments closed, the company's pipeline of signed letters of intent reached $386 million, and management is focused on expanding its customer base in affordable housing and multifamily sectors. The portfolio's gross book value is $6.8 billion, with an estimated $8.9 billion in unrealized capital appreciation.
Safehold (SAFE) On New California Ground Leases And Whether The Stock Is Fully Valued
Safehold (SAFE) recently closed two new ground leases in California for affordable housing, bringing its valuation into focus. While a popular narrative suggests the stock is 8.7% undervalued at $18.73, Simply Wall St's DCF model indicates it might be overvalued with a fair value of $13.26 against its current price of $17.10. The article encourages investors to analyze key rewards and warning signs amidst these mixed signals.
