Crown Castle Inc. $CCI Stock: Skylands Capital LLC Grows Holdings

Skylands Capital LLC increased its holdings in shares of Crown Castle Inc. (NYSE:CCI) by 13.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 317,010 shares of the real estate investment trust’s stock after acquiring an additional 37,975 shares during the quarter. Crown Castle comprises about 2.7% of Skylands Capital LLC’s investment portfolio, making the stock its 6th largest holding. Skylands Capital LLC’s holdings in Crown Castle were worth $21,129,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Saudi Central Bank increased its holdings in shares of Crown Castle by 89.9% during the second quarter. Saudi Central Bank now owns 30,525 shares of the real estate investment trust’s stock worth $2,312,000 after purchasing an additional 14,451 shares during the period. Junto Capital Management LP acquired a new stake in shares of Crown Castle in the second quarter valued at approximately $68,627,000. Nykredit A S acquired a new stake in shares of Crown Castle in the second quarter valued at approximately $13,219,000. Bank of New York Mellon Corp bought a new stake in shares of Crown Castle in the second quarter valued at approximately $168,855,000. Finally, National Pension Service boosted its stake in shares of Crown Castle by 8.1% in the second quarter. National Pension Service now owns 674,624 shares of the real estate investment trust’s stock valued at $51,089,000 after buying an additional 50,772 shares during the period. Institutional investors and hedge funds own 90.77% of the company’s stock.

Crown Castle Price Performance

NYSE CCI opened at $78.85 on Thursday. The business has a fifty day moving average price of $74.17 and a two-hundred day moving average price of $80.58. The stock has a market capitalization of $33.55 billion, a PE ratio of 40.02, a PEG ratio of 0.73 and a beta of 0.94. Crown Castle Inc. has a fifty-two week low of $65.32 and a fifty-two week high of $100.50.

Crown Castle (NYSE:CCI) last issued its quarterly earnings results on Wednesday, October 21st. The real estate investment trust reported $1.24 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.69 by $0.55. Crown Castle had a negative return on equity of 51.60% and a net margin of 20.71%. The company had revenue of $995.00 million for the quarter, compared to analyst estimates of $1.01 billion. During the same quarter last year, the company posted $1.12 EPS. The company’s revenue for the quarter was down 7.2% compared to the same quarter last year. As a group, sell-side analysts expect that Crown Castle Inc. will post 4.38 earnings per share for the current year.

Crown Castle Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, September 30th. Investors of record on Tuesday, September 15th were given a dividend of $1.0625 per share. This represents a $4.25 annualized dividend and a dividend yield of 5.4%. The ex-dividend date was Tuesday, September 15th. Crown Castle’s dividend payout ratio is currently 215.74%.

Analyst Ratings Changes

CCI has been the topic of a number of analyst reports. Barclays increased their price target on Crown Castle from $84.00 to $86.00 and gave the stock an “overweight” rating in a research report on Wednesday, September 30th. Weiss Ratings lowered Crown Castle from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Thursday, October 8th. Citizens Jmp dropped their price objective on Crown Castle from $125.00 to $120.00 and set a “market outperform” rating for the company in a report on Friday, July 24th. Royal Bank Of Canada dropped their price objective on Crown Castle from $92.00 to $90.00 and set an “outperform” rating for the company in a report on Thursday, July 23rd. Finally, The Goldman Sachs Group started coverage on Crown Castle in a research report on Friday, June 26th. They set a “neutral” rating and a $95.00 target price for the company. Two equities research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $93.97.

Insider Buying and Selling at Crown Castle

In related news, VP Robert Collins sold 1,500 shares of the firm’s stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $75.89, for a total value of $113,835.00. Following the sale, the vice president directly owned 5,113 shares of the company’s stock, valued at $388,025.57. This trade represents a 22.68% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. 0.09% of the stock is currently owned by corporate insiders.

Crown Castle News Summary

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

• Positive Sentiment: Third-quarter funds from operations (FFO) increased to $1.24 per share from $1.12 a year earlier and exceeded the $1.20 consensus estimate, providing evidence of solid underlying cash-flow performance. Crown Castle Tops Q3 FFO Estimates
• Positive Sentiment: Crown Castle raised its full-year 2026 site-rental-revenue outlook midpoint to $3.875 billion, $20 million above its previous forecast. Full-year net income is projected at $895 million, up 102% from 2025’s $444 million. Crown Castle Reports Third Quarter 2026 Results and Updates Outlook
• Positive Sentiment: UBS issued a Buy rating on Crown Castle, offering additional analyst support for the stock. UBS Releases a Buy Rating on Crown Castle
• Neutral Sentiment: The company reported a sharp increase in projected net income, but the outlook still calls for 2026 site-rental revenue of $3.875 billion, down 4% from 2025’s $4.049 billion. Crown Castle Reports Third Quarter 2026 Results and Updates Outlook
• Negative Sentiment: Third-quarter EPS was $0.67, below the $0.69 analyst consensus, while revenue of $995 million missed expectations of $1.01 billion. The revenue shortfall likely outweighed the FFO beat for investors. Compared to Estimates, Crown Castle Q3 Earnings

Crown Castle Profile

Crown Castle Inc (NYSE: CCI) is a real estate investment trust that owns, operates and leases communications infrastructure in the United States. Its assets support wireless carriers, broadcasters, government agencies and other communications providers by enabling the transmission of voice, data and video services.

The company’s infrastructure has historically included approximately 40,000 cell towers, about 90,000 route miles of fiber and a large portfolio of small-cell installations.