Dividend ConcernCCI has not raised its quarterly dividend since 4Q22, potentially disappointing investors who rely on regular dividend increases for income.
Operational PerformanceCCI recently reported declines in site rentals, adjusted EBITDA, and AFFO, indicating potential operational weaknesses.
Strategic ChallengesThe ongoing strategic review of the fiber business is seen as an overhang for CCI shares, with unresolved questions around the company's long-term strategy.