AI brief of an SEC Form 8-K · Safehold (SAFE)

Safehold Q4 2025 Revenue Rises 7% to $97.9 Million; EPS Up 8% to $0.39

Positive Impact 3 of 5 earnings Written later

Safehold reported fourth-quarter and full-year 2025 results on February 11, 2026. Quarterly revenue rose 7% to $97.9 million and GAAP earnings per share rose 8% to $0.39, though a $2.2 million loss on early debt extinguishment reduced results. The company also reported a credit rating upgrade to A- from S&P and a $400 million unsecured term loan.

Key points

  • Q4 2025 revenue was $97.9 million, up from $91.9 million in Q4 2024; full-year revenue was $385.6 million, up from $365.7 million.
  • Q4 2025 GAAP EPS was $0.39 versus $0.36 a year earlier; excluding non-recurring losses, EPS was $0.42.
  • Full-year 2025 GAAP EPS was $1.59 versus $1.48 in 2024; excluding non-recurring losses, EPS was $1.65.
  • S&P upgraded Safehold to A-, and the company closed a $400 million 5-year unsecured term loan.

The filing

CompanySafehold (SAFE)
Form8-K, current report
Filed with the SECFeb 11, 2026, 4:12 PM ET
Accession number0001095651-26-000007

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 2:07 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 11, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.