tiprankstipranks
Trending News
More News >
Safehold (SAFE)
NYSE:SAFE
US Market
Advertisement

Safehold (SAFE) Earnings Dates, Call Summary & Reports

Compare
346 Followers

Earnings Data

Report Date
Feb 16, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.4
Last Year’s EPS
0.36
Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 05, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call highlighted strong growth in multifamily ground leases and robust liquidity, but was overshadowed by challenges with the Park Hotel master lease and litigation. Economic yields showed potential for profitability, yet the slight decline in rent coverage and extended deal closure timelines presented concerns.
Company Guidance
During the third quarter of 2025, Safehold reported originating eight multifamily ground leases totaling $76 million, primarily within the affordable housing sector in Los Angeles and San Diego, with a weighted average economic yield of 7.3%. The total portfolio reached $7 billion, with unrealized capital appreciation (UCA) at $9.1 billion. Portfolio gross loan-to-value (GLTV) was maintained at 52%, while rent coverage slightly decreased to 3.4x. Safehold ended the quarter with $1.1 billion in liquidity, supported by $4.8 billion in debt and a weighted average debt maturity of 19 years. The portfolio's economic yield stood at 5.9%, increasing to a 6.0% inflation-adjusted yield, with potential upside to 7.5% when accounting for unrealized capital appreciation from their CARET ownership. The company remains focused on expanding its ground lease market, particularly in the affordable housing sector, and is encouraged by the strong balance sheet and liquidity position to be more offensive with customers.
Strong Growth in Multifamily Ground Leases
Safehold originated 8 multifamily ground leases totaling $76 million in the third quarter and fourth quarter to date, with a weighted average economic yield of 7.3%.
Uptick in Economic Yields
New originations have been achieving economic yields up to 7.5%, indicating strong profitability potential.
Robust Liquidity Position
Safehold ended the quarter with approximately $1.1 billion of liquidity supported by potential available capacity in joint ventures.
High Credit Ratings
Safehold maintains strong credit ratings with A3 stable outlook by Moody's, A- stable outlook by Fitch, and BBB+ positive outlook by S&P.

Safehold (SAFE) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

SAFE Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 16, 2026
2025 (Q4)
0.40 / -
0.36
Nov 05, 2025
2025 (Q3)
0.39 / 0.41
0.3710.81% (+0.04)
Aug 05, 2025
2025 (Q2)
0.40 / 0.39
0.41-4.88% (-0.02)
May 06, 2025
2025 (Q1)
0.42 / 0.44
0.432.33% (+0.01)
Feb 05, 2025
2024 (Q4)
0.37 / 0.36
0.360.00% (0.00)
Oct 28, 2024
2024 (Q3)
0.37 / 0.37
0.3312.12% (+0.04)
Jul 29, 2024
2024 (Q2)
0.37 / 0.41
0.3517.14% (+0.06)
May 06, 2024
2024 (Q1)
0.40 / 0.43
0.438-1.83% (>-0.01)
Feb 12, 2024
2023 (Q4)
0.35 / 0.36
-3.353110.74% (+3.71)
Oct 31, 2023
2023 (Q3)
0.34 / 0.33
0.936-64.74% (-0.61)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

SAFE Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 05, 2025
$14.38$12.84-10.71%
Aug 05, 2025
$14.09$13.91-1.28%
May 06, 2025
$15.00$15.60+4.00%
Feb 05, 2025
$16.02$17.29+7.93%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Safehold (SAFE) report earnings?
Safehold (SAFE) is schdueled to report earning on Feb 16, 2026, After Close (Confirmed).
    What is Safehold (SAFE) earnings time?
    Safehold (SAFE) earnings time is at Feb 16, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is SAFE EPS forecast?
          SAFE EPS forecast for the fiscal quarter 2025 (Q4) is 0.4.
            What am I Missing?
            Make informed decisions based on Top Analysts' activity
            Know what industry insiders are buying
            Get actionable alerts from top Wall Street Analysts
            Find out before anyone else which stock is going to shoot up
            Get powerful stock screeners & detailed portfolio analysis