Safehold amends Star Holdings term loan, extends maturity to March 31, 2029
Safehold (SAFE) has amended its term loan with Star Holdings, extending the maturity date to March 31, 2029, with an option for further extension. This amendment includes an extension fee, a potential increase in interest rates, and allows Star Holdings to prepay up to $50.0M. Additionally, the manager agreement has been modified to raise minimum quarterly management fees and increase the termination fee.
A $2.4M fee went to Safehold (SAFE) as Star Holdings gained another year to repay its loan.
Safehold Inc. (SAFE) has extended Star Holdings' term loan maturity by one year to March 31, 2029, with an option to extend further to September 30, 2029, subject to conditions including a 0.5% fee on outstanding loans and a 1.0% interest rate increase. Star Holdings paid Safehold a $2.4 million extension fee, and the principal balance as of September 29, 2026, was $115.0 million. The agreement also allows Star Holdings to prepay up to $50.0 million and repurchase up to $10.0 million of its common shares after prepaying at least $40.0 million on its margin loan facility.
Safehold (NYSE:SAFE) Sets New 52-Week Low - Time to Sell?
Safehold (NYSE:SAFE) shares recently hit a new 52-week low of $11.90, trading below key moving averages. The company reported in-line quarterly EPS of $0.42 and better-than-expected revenue, alongside announcing a quarterly dividend of $0.177, yielding approximately 5.9%. Analyst sentiment is mixed with a consensus "Hold" rating and a $15.86 target price, though some analysts have downgraded the stock or lowered price targets.
328,214 Shares in Safehold Inc. $SAFE Bought by Bank of America Corp DE
Bank of America Corp DE has acquired 328,214 shares of Safehold Inc. (NYSE:SAFE) during the second quarter, valued at approximately $5.15 million, making it a new stake representing about 0.46% of the company. Other institutional investors also adjusted their positions, and insider activity shows Director Robin Josephs selling 9,500 shares. Safehold reported earnings per share of $0.42, matching estimates, and declared a quarterly dividend of $0.177, while analysts maintain a consensus "Hold" rating with a $15.86 price target.
Safehold (SAFE): Higher Rates Test the Value of Its Long-Duration Ground-Lease Model
Safehold (SAFE) recently had its strongest origination quarter since 2022, but a downgrade by JPMorgan has raised concerns about the viability of its ground-lease model amidst rising interest rates. The company's model relies on long-duration, low-current-yield assets, which are challenged by higher financing costs and a "higher-for-longer" rate environment. Despite management's arguments about embedded value and an extended debt maturity profile, analysts are questioning if the company can convert these future gains into recognized value before prolonged high rates take their toll.
Safehold (SAFE): Higher Rates Test the Value of Its Long-Duration Ground-Lease Model
Safehold (SAFE) has faced increased scrutiny due to rising interest rates, which challenge its ground-lease model characterized by long-duration, low-current-yield assets. Despite a productive origination quarter, analysts like JPMorgan are cautious, citing the mismatch between low asset yields and a higher cost of capital. Safehold's management, however, points to contractual rent escalators, CPI lookbacks, and significant estimated unrealized capital appreciation as future value drivers, arguing its back-loaded economics will ultimately prevail.
Safehold (NYSE:SAFE) Rating Lowered to "Underweight" at JPMorgan Chase & Co.
JPMorgan Chase & Co. downgraded Safehold (NYSE:SAFE) from a "neutral" to an "underweight" rating, setting a $14 price target, indicating an 8.34% potential upside. This comes as Safehold reported quarterly EPS of $0.42, meeting estimates, and revenue of $114.65 million, which surpassed forecasts. The company's stock opened near its 12-month low, and the consensus among analysts is a "Hold" rating with an average price target of $16.43.
Mizuho Lowers Safehold (NYSE:SAFE) Price Target to $14.00
Mizuho has reduced its price target for Safehold (NYSE:SAFE) from $16.00 to $14.00, while maintaining a "neutral" rating on the stock. This new target implies a potential upside of 1.41% from its previous closing price. Safehold currently holds a consensus "Hold" rating among analysts, with an average price target of $16.83, despite meeting earnings expectations and exceeding revenue estimates in its latest quarterly report.
Press Release: Safehold Declares Third Quarter 2026 Common Stock Dividend
Safehold Inc. has declared a common stock dividend for the third quarter of 2026. The dividend is set at $0.1738 per share. This financial action reflects the company's ongoing commitment to returning value to its shareholders.
Safehold Inc. (NYSE:SAFE) Declares $0.177 Q3 Dividend
Safehold Inc. (NYSE:SAFE) has declared a Q3 2026 common dividend of $0.177 per share, which annualizes to $0.708. The dividend is payable on October 15, 2026, to shareholders of record as of September 30, 2026. An AI analyst notes this is a routine declaration with no stated changes from previous payouts, suggesting it's unlikely to be a major market catalyst on its own.
Safehold Inc. (NYSE:SAFE) Announces $0.18 Quarterly Dividend
Safehold Inc. (NYSE:SAFE) has declared a quarterly dividend of $0.177 per share, payable on October 15th to shareholders of record on September 30th. This translates to an annualized dividend of approximately $0.70 per share and a 5.1% yield. The dividend is well-covered by earnings, with a current payout ratio of 42.7% and an expected future payout ratio of 40.9%, based on analyst forecasts of $1.71 earnings per share next year.
Safehold Inc. (NYSE: SAFE) Insider JOSEPHS ROBIN Sells 9,500 Shares at $14.56 Each
Safehold Inc. insider JOSEPHS ROBIN sold 9,500 shares of the company's stock at $14.56 per share on September 9, 2026. This transaction represents approximately 9.6% of Robin's previous holdings, leaving him with 89,068 shares after the sale. The sale provides investors with updated insight into his ownership stake in Safehold Inc.
Board trust plans $138K Safehold (SAFE) stock sale
The Robin Josephs Trust, associated with a Safehold Inc. (SAFE) board member, intends to sell up to 9,500 shares of common stock through Merrill Lynch, valued at an aggregate market of $138,320. These shares were received in lieu of services on May 13, 2020, and May 5, 2021. This proposed sale is detailed in a Rule 144 filing, noting 70,816,280 shares outstanding for Safehold Inc.
Safehold Closes Affordable Housing Ground Lease in San Antonio, Texas
Safehold Inc. has closed a ground lease for an affordable housing community in San Antonio, Texas, which will provide 336 units upon delivery in 2028. This project marks Safehold's first affordable housing development in San Antonio and its third in Texas this year, partnering with The NRP Group. The transaction further expands Safehold's commitment to the affordable housing sector, utilizing its low-cost ground lease model to support new construction LIHTC developments across the U.S.
Safehold Closes Ground Lease for 336-Unit San Antonio Affordable Housing Project
Safehold Inc. (NYSE: SAFE) has finalized a ground lease to support a 336-unit affordable housing development in San Antonio, Texas, expanding its affordable housing platform. This project, expected to be completed in 2028 by The NRP Group with tax credit equity from Wells Fargo, marks Safehold's first affordable housing ground lease in San Antonio and its third in Texas this year. The ground lease structure allows Safehold to own the land while the developer retains building ownership, providing crucial financing for affordable housing initiatives.
Safehold Closes Affordable Housing Ground Lease in San Antonio, Texas
Safehold Inc. has closed a ground lease for an affordable housing development in San Antonio, Texas, which will provide 336 units by 2028. This project marks Safehold's first affordable housing development in San Antonio and third in Texas this year, partnering with The NRP Group. The transaction expands Safehold's commitment to affordable housing, having closed 28 such ground leases nationwide to bridge capital gaps for LIHTC developments.
Legal & General Group Plc Takes Position in Safehold Inc. $SAFE
Legal & General Group Plc has acquired a new stake in Safehold Inc. (NYSE:SAFE) during the second quarter, purchasing 293,180 shares valued at approximately $4.6 million, representing a 0.41% ownership. Institutional investors collectively own 70.38% of Safehold, which maintains a consensus "Hold" rating from analysts with an average price target of $17.17. The company recently reported quarterly EPS of $0.42, matching estimates, and revenue of $114.65 million, exceeding forecasts, while also paying a quarterly dividend of $0.177 per share.
Man Group plc Purchases New Shares in Safehold Inc. $SAFE
Man Group plc acquired 98,064 shares of Safehold Inc. ($SAFE) during the second quarter, a new position valued at approximately $1.54 million. Institutional investors and hedge funds collectively own 70.38% of Safehold, which maintains an average "Hold" rating from analysts with a consensus price target of $17.17. Safehold reported strong quarterly earnings, meeting EPS estimates and surpassing revenue expectations, and also offers a quarterly dividend with a 4.6% annualized yield.
Safehold Inc. $SAFE Shares Bought by Bank of America Corp DE
Bank of America Corp DE significantly increased its stake in Safehold Inc. by 110.4% in the first quarter, now holding 337,284 shares valued at $4.56 million. Safehold reported strong quarterly revenue of $114.65 million, exceeding analyst expectations, while its EPS of $0.42 met estimates. The company also declared a quarterly dividend of $0.177, translating to an annualized yield of 4.6%.
109,952 Shares in Safehold Inc. $SAFE Purchased by Hsbc Holdings PLC
Hsbc Holdings PLC acquired 109,952 shares of Safehold Inc. ($SAFE) valued at approximately $1.73 million in Q2, with other institutions also initiating positions. Institutional investors now own 70.38% of the company. Despite cautious analyst sentiment with an average "Hold" rating and a $17.17 consensus price target, Safehold reported strong quarterly revenue and an in-line EPS of $0.42.
Algert Global LLC Reduces Stock Position in Safehold Inc. $SAFE
Algert Global LLC significantly reduced its stake in Safehold Inc. (NYSE:SAFE) by 24.0% in the second quarter, now holding 608,243 shares valued at $9.55 million. Despite this, other institutional investors like BlackRock Inc. increased their holdings, and various analysts have issued "Hold" or "Buy" ratings for the stock, with a consensus price target of $17.17. Safehold recently reported strong quarterly earnings and declared a quarterly dividend.
72,508 Shares in Safehold Inc. $SAFE Acquired by Infrastructure Capital Advisors LLC
Infrastructure Capital Advisors LLC recently acquired 72,508 shares of Safehold Inc. (NYSE:SAFE) worth approximately $1.14 million, making them a new institutional investor in the company. Safehold currently holds a consensus "Hold" rating from analysts with an average price target of $17.17, despite reporting solid quarterly earnings and exceeding revenue expectations. The company also offers an annualized dividend of $0.71, yielding about 4.6%.
SAFE | Safehold Inc. Financials - Revenue Breakdown
This article provides a financial overview of Safehold Inc. (SAFE), focusing on its revenue breakdown. It includes sections on insider trading, institutional holdings, corporate lobbying, U.S. patents, government contracts, news, analyst ratings, and executive compensation, noting a lack of recent data in several of these categories for SAFE. The company is described as a REIT that acquires, manages, and capitalizes ground leases.
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 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.
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.
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.
