1834 Investment Advisors Co. Sells 21,768 Shares of Crown Castle Inc. $CCI

Key Points

• 1834 Investment Advisors cut its stake in Crown Castle by 31.4%, selling 21,768 shares and retaining 47,581 shares valued at about $4.229 million.
• Company insiders also sold stock (VP Robert Sean Collins sold 3,000 shares at $87.49; EVP Edward B. Adams Jr. sold 4,650 shares at $86.34), leaving insiders with 0.09% ownership while institutions hold 90.77%.
• Crown Castle beat Q1 estimates and announced a roughly $1B buyback plus ~$65M in annualized cost cuts, but reiterated FY2026 guidance that includes an expected net loss of $640M–$920M; analysts’ consensus is a Moderate Buy with a $99.34 target.

1834 Investment Advisors Co. cut its holdings in shares of Crown Castle Inc. (NYSE:CCI - Free Report) by 31.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 47,581 shares of the real estate investment trust's stock after selling 21,768 shares during the quarter. 1834 Investment Advisors Co.'s holdings in Crown Castle were worth $4,229,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of the stock. Harbor Capital Advisors Inc. raised its stake in Crown Castle by 24.0% during the third quarter. Harbor Capital Advisors Inc. now owns 599 shares of the real estate investment trust's stock valued at $58,000 after purchasing an additional 116 shares in the last quarter. Choreo LLC lifted its stake in shares of Crown Castle by 1.1% during the 3rd quarter. Choreo LLC now owns 11,021 shares of the real estate investment trust's stock worth $1,063,000 after acquiring an additional 120 shares during the last quarter. United Asset Strategies Inc. boosted its holdings in Crown Castle by 2.5% during the 4th quarter. United Asset Strategies Inc. now owns 4,931 shares of the real estate investment trust's stock valued at $438,000 after acquiring an additional 120 shares during the period. Golden State Equity Partners grew its position in Crown Castle by 2.8% in the 3rd quarter. Golden State Equity Partners now owns 4,567 shares of the real estate investment trust's stock valued at $441,000 after acquiring an additional 123 shares during the last quarter. Finally, Consolidated Portfolio Review Corp grew its position in Crown Castle by 1.1% in the 3rd quarter. Consolidated Portfolio Review Corp now owns 10,966 shares of the real estate investment trust's stock valued at $1,058,000 after acquiring an additional 123 shares during the last quarter. Hedge funds and other institutional investors own 90.77% of the company's stock.

Insider Activity at Crown Castle

In related news, VP Robert Sean Collins sold 3,000 shares of Crown Castle stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $87.49, for a total transaction of $262,470.00. Following the transaction, the vice president owned 5,800 shares in the company, valued at approximately $507,442. This trade represents a 34.09% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Edward B. Adams, Jr. sold 4,650 shares of the business's stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $86.34, for a total value of $401,481.00. Following the transaction, the executive vice president directly owned 25,183 shares in the company, valued at $2,174,300.22. This trade represents a 15.59% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.09% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of equities analysts have recently commented on the stock. Scotiabank reduced their target price on shares of Crown Castle from $94.00 to $91.00 and set a "sector perform" rating on the stock in a research report on Tuesday, April 7th. Weiss Ratings raised shares of Crown Castle from a "sell (d)" rating to a "hold (c-)" rating in a research report on Tuesday, February 24th. New Street Research cut Crown Castle from a "buy" rating to a "neutral" rating and set a $93.00 price objective for the company. in a research report on Monday, January 5th. BMO Capital Markets lifted their target price on shares of Crown Castle from $91.00 to $100.00 and gave the stock an "outperform" rating in a research note on Friday, April 17th. Finally, Royal Bank Of Canada cut their price objective on Crown Castle from $112.00 to $110.00 and set an "outperform" rating on the stock in a report on Monday, January 12th. Two research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating and eleven have issued a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $99.34.

Trending Headlines about Crown Castle

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

• Positive Sentiment: Q1 FFO, AFFO and revenue modestly beat estimates, showing resilience in cash flow and leasing trends despite challenges. Crown Castle (CCI) Q1 FFO and Revenues Surpass Estimates
• Positive Sentiment: Management announced a ~ $1B buyback plan and ~$65M of annualized cost reductions, which support shareholder returns and margin improvement. Crown Castle reiterates 2026 outlook with ~$1B buyback plan
• Positive Sentiment: Analysts are showing support: Bernstein reaffirmed a Buy and Raymond James raised its price target (to $108, strong‑buy), providing potential upside from upgrades. Bernstein Reaffirms Their Buy Rating on Crown Castle (CCI) Raymond James adjusts Crown Castle price target
• Neutral Sentiment: Company is progressing with strategic asset sales and refocusing on the tower business—moves that could reshape growth profile but take time to realize value. How Investors May Respond To Crown Castle
• Negative Sentiment: Management reiterated FY 2026 guidance that includes an expected net loss ($640M–$920M), keeping near‑term earnings visibility weak and likely pressuring valuation multiples. How Investors May Respond To Crown Castle
• Negative Sentiment: DISH Network–related headwinds remain a material risk to tower leasing and long‑term growth, and analysts continue to flag tower‑growth concerns despite the quarter's beat. Crown Castle Q1 AFFO & Sales Beat Estimates Despite DISH Headwinds Crown Castle earnings on deck as tower growth concerns linger

Crown Castle Stock Up 0.0%

CCI opened at $86.35 on Monday. The company has a market cap of $37.68 billion, a PE ratio of 35.68, a price-to-earnings-growth ratio of 0.44 and a beta of 0.94. The company has a 50-day moving average price of $86.05 and a 200 day moving average price of $88.46. Crown Castle Inc. has a twelve month low of $75.96 and a twelve month high of $115.76.

Crown Castle (NYSE:CCI - Get Free Report) last issued its quarterly earnings results on Wednesday, April 22nd. The real estate investment trust reported $1.02 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.47 by $0.55. The firm had revenue of $1.01 billion for the quarter, compared to analyst estimates of $995.42 million. Crown Castle had a negative return on equity of 64.64% and a net margin of 25.13%.The business's revenue was down 4.9% on a year-over-year basis. During the same period in the previous year, the company posted $1.10 earnings per share. Crown Castle has set its FY 2026 guidance at 4.380-4.490 EPS. As a group, sell-side analysts expect that Crown Castle Inc. will post 4.23 earnings per share for the current year.

Crown Castle Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 31st. Investors of record on Friday, March 13th were issued a $1.0625 dividend. This represents a $4.25 annualized dividend and a dividend yield of 4.9%. The ex-dividend date of this dividend was Friday, March 13th. Crown Castle's dividend payout ratio (DPR) is currently 175.62%.

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.

Want to see what other hedge funds are holding CCI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Crown Castle Inc. (NYSE:CCI - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.