secwatch.observer — SEC 8-K summary
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Issuer:     Safehold Inc. (SAFE)
CIK:        0001095651
Form:       8-K
Filed at:   2026-02-11T23:59:59+00:00
Accession:  0001095651-26-000007
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Safehold Q4 adjusted EPS $0.42, revenue $97.9M; names Michael Trachtenberg President
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- Q4 GAAP EPS $0.39, adjusted EPS $0.42 (ex $2.2M debt extinguishment loss); revenue $97.9M (+7% YoY).
- FY 2025 GAAP EPS $1.59, adjusted $1.65; revenue $385.6M (+5% YoY); net income $114.5M.
- Originated $429M new investments in 2025 (17 ground leases, 4 leasehold loans); portfolio GBV $7.1B.
- S&P upgraded to A-; now A-/A3/A- with stable outlook. Closed $400M term loan, repaid $227M secured debt.
- Appointed Michael Trachtenberg as President, strengthening leadership team.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1095651/000109565126000007/0001095651-26-000007-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1095651/000109565126000007/safe-20260211x8k.htm
  HTML page:      https://secwatch.observer/filing/0001095651-26-000007

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer