Jun 2026 (Q2 FY26) — Jul 30, 2026
Safehold Q2 FY26 — Strong Originations, Brookfield JV, and Capital Markets Activity
Read the full callSafehold (SAFE) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Safehold earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 115 | +22.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 24.6 | −0.8 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 30.2 | +7.9% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$11.08 −2.29% · −$0.26
Performance −28.1% 1Y
1Y: $15.4 on 17 Oct 2025 → $11.08. High $17.17 (16 Jul 2026), low $11.08 (19 Oct 2026).
- Previous close
- $11.34
- 52-week range
- $11.08 – $17.17
- One year
- −28.70%
Overview
- Symbol
- SAFE
- Sector
- Real Estate
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Safehold earnings calls (SAFE)
Financials
What the filings say
Net profit, year on year: +8% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 91 | 92 | 98 | 94 | 96 | 98 | 111 | 115 |
| Expenses | 75 | 69 | 72 | 70 | 71 | 71 | 85 | 86 |
| Operating profit | 16 | 23 | 25 | 24 | 25 | 27 | 26 | 28 |
| Operating margin | 17.5% | 24.6% | 25.9% | 25.5% | 25.9% | 27.4% | 23.1% | 24.6% |
| Interest | 50 | — | — | — | — | — | — | — |
| Profit before tax | 21 | 27 | 30 | 29 | 30 | 29 | 30 | 32 |
| Tax rate | 3.2% | 5.1% | 2.9% | 3.0% | 0.7% | 3.4% | 2.3% | 4.3% |
| Net profit | 19 | 26 | 29 | 28 | 29 | 28 | 29 | 30 |
| EPS ($ per share) | 0.27 | — | 0.41 | 0.39 | 0.41 | — | 0.40 | 0.42 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 1 | 1 | 1 | 1 |
| Reserves | -2,472 | -2,206 | -2,317 | -2,227 | 151 | 48 | 102 | 166 |
| Total liabilities | 3,950 | 3,847 | 3,797 | 3,777 | 3,686 | 4,253 | 4,525 | 4,809 |
| Fixed assets | — | — | — | — | — | 1 | 1 | 0 |
| Total assets | 5,014 | 5,085 | 4,862 | 4,841 | 5,851 | 6,548 | 6,899 | 7,249 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -24 | -46 | 22 | 27 | 65 | 15 | 38 | 48 |
| Cash from investing | 779 | -398 | 31 | -1,288 | -1,146 | -577 | -212 | -237 |
| Cash from financing | -458 | -179 | -255 | 1,203 | 1,091 | 560 | 145 | 203 |
| Net cash flow | 297 | -622 | -202 | -58 | 10 | -2 | -30 | 14 |
| Capital expenditure | -80 | -240 | 0 | — | — | -13 | — | — |
| Free cash flow | -104 | -286 | 22 | — | — | 2 | — | — |
Insider filings
19 filings between Dec 1, 2025 and Sep 9, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$138.3K
1 sale by 1 insider
Compensation
not trading decisions- 14
- Award — granted as compensation
- 4
- Tax withheld — shares kept back by the company to cover tax
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| JOSEPHS ROBIN | — | $138.3K | Sep 9, 2026 |
Latest filings (36)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 9, 2026 | JOSEPHS ROBIN Director | Sale | 9,500 | $138.3K |
| Jul 15, 2026 | RIDINGS BARRY W Director | Award | 30 | $0 |
| Jul 15, 2026 | JOSEPHS ROBIN Director | Award | 335 | $0 |
| May 29, 2026 | Uhlick Christopher Michael Chief Accounting Officer | Award | 4,500 | $0 |
| May 14, 2026 | RIDINGS BARRY W Director | Award | 8,778 | $0 |
| May 14, 2026 | JOSEPHS ROBIN Director | Award | 8,778 | $0 |
| May 14, 2026 | NYDICK JAY S Director | Award | 8,778 | $0 |
| May 14, 2026 | SELIG STEFAN M Director | Award | 13,655 | $0 |
| Apr 15, 2026 | RIDINGS BARRY W Director | Award | 33 | $0 |
| Apr 15, 2026 | JOSEPHS ROBIN Director | Award | 359 | $0 |
| Mar 31, 2026 | SUGARMAN JAY CHAIRMAN AND CEO | Tax withheld | 23,662 | $0 |
| Mar 31, 2026 | Asnas Brett CHIEF FINANCIAL OFFICER | Tax withheld | 8,118 | $0 |
| Feb 27, 2026 | SUGARMAN JAY CHAIRMAN AND CEO | Award | 90,149 | $0 |
| Feb 27, 2026 | SUGARMAN JAY CHAIRMAN AND CEO | Tax withheld | 40,825 | $0 |
| Feb 27, 2026 | Asnas Brett CHIEF FINANCIAL OFFICER | Award | 66,171 | $0 |
| Feb 27, 2026 | Asnas Brett CHIEF FINANCIAL OFFICER | Tax withheld | 27,295 | $0 |
| Jan 15, 2026 | RIDINGS BARRY W Director | Award | 33 | $0 |
| Jan 15, 2026 | JOSEPHS ROBIN Director | Award | 362 | $0 |
| Dec 1, 2025 | Trachtenberg Michael Lane President | Award | 93,076 | $0 |
| Oct 15, 2025 | RIDINGS BARRY W Director | Award | 32 | $0 |
| Oct 15, 2025 | JOSEPHS ROBIN Director | Award | 346 | $0 |
| Jul 15, 2025 | JOSEPHS ROBIN Director | Award | 356 | $0 |
| Jul 15, 2025 | RIDINGS BARRY W Director | Award | 33 | $0 |
| Jul 7, 2025 | Uhlick Christopher Michael Chief Accounting Officer | Award | 7,983 | $0 |
| Apr 15, 2025 | JOSEPHS ROBIN Director | Award | 348 | $0 |
| Apr 15, 2025 | RIDINGS BARRY W Director | Award | 32 | $0 |
| Mar 31, 2025 | Asnas Brett CHIEF FINANCIAL OFFICER | Tax withheld | 8,310 | $0 |
| Mar 31, 2025 | SUGARMAN JAY CHAIRMAN AND CEO | Tax withheld | 23,926 | $0 |
| Feb 28, 2025 | Asnas Brett CHIEF FINANCIAL OFFICER | Award | 38,853 | $0 |
| Feb 28, 2025 | Asnas Brett CHIEF FINANCIAL OFFICER | Tax withheld | 19,148 | $0 |
| Feb 28, 2025 | SUGARMAN JAY CHAIRMAN AND CEO | Award | 104,502 | $0 |
| Feb 28, 2025 | SUGARMAN JAY CHAIRMAN AND CEO | Tax withheld | 50,010 | $0 |
| Jan 15, 2025 | RIDINGS BARRY W Director | Award | 28 | $0 |
| Jan 15, 2025 | JOSEPHS ROBIN Director | Award | 309 | $0 |
| Oct 15, 2024 | RIDINGS BARRY W Director | Award | 19 | $0 |
| Oct 15, 2024 | JOSEPHS ROBIN Director | Award | 210 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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