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Insider selling: $10,887,414 sold by 18 insiders (30d)
Est. revisions:
-3.4%
(1 up, 1 down in 30d)
Factor Model (net -0.4)
Factor Model
net -0.4 1.2 / 10
Est. Revisions
-0.2
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.0
Narrative Gap
+0.0
Wells Fargo Cuts EXR Price Target to $148
Watch: Upcoming quarterly earnings to reveal how EXR manages revenue and cost pressures amid cautious analyst sentiment.
Wells Fargo lowered its price target on Extra Space Storage Inc. (NYSE:EXR) from $150 to $148 on April 16 while maintaining an Overweight rating. Evercore ISI cut its target marginally to $149 and rated In Line. The 2026 same-store revenue forecast ranges from -0.5% to 1.5%, with 2%-3.5% expense increases anticipated. Core FFO is estimated at $8.05 to $8.35 per share for 2026, flat year over year.
Flat FFO and rising expenses suggest challenges in maintaining growth and margins despite recent stock outperformance.
Evidence
Updated Thursday
Wells Fargo main EXR: Overweight → Overweight
20d ago
ASX Small Ordinaries to slip as companies progress financing, resources and project milestones
yahoo-finance
45d ago
Elixir Energy locks in $10M R&D-backed debt facility ahead of high-impact Lorelle-3 well
yahoo-finance
55d ago
Elixir Energy locks in $10M R&D-backed debt facility ahead of high-impact Lorelle-3 well
yahoo-finance
Fundamentals & Data ▾
Extra Space Storage Inc.
Real Estate · REIT - Industrial
Mkt Cap
$31B
P/E
30.4 fwd 29.0
Beta
1.27
Div Yield
467.00%
52w Range
$125.71 - $155.19
Short Interest
5.2M 3.36%
Days to Cover
4.3 +4%
Technicals
downtrend
from 52w Hi
0.0%
1w return
+4.7%
Insiders
selling
0B / 3S
Analysts
mixed
EPS Estimate
$1.09
-3.4% 30d
1up / 1dn
Est. Dispersion
5%
3 analysts
Analyst Target
$152
$140 - $178
Options P/C
0.24
Insider Cluster
strong sell
0B / 7S
Fund Convergence
moderate
Citadel, D.E. Shaw
Financials
Revenue
$857M +4% YoY
FCF
$362M
Gross Margin
71%
Op Margin
44%
Momentum:
decelerating
Top Holders
Citadel
$40M
D.E. Shaw
Recent Filings & Data
insider trade
58
net selling
· $10,887,414 sold
18 insiders · 58 transactions (30d)
Recent transactions
KIRK SPENCER F · award · $199,967
MARGOLIS JOSEPH D · sell · $1,065,600
MARGOLIS JOSEPH D · other
SONDHI SAMRAT · award · $1,371,352
DICKENS ZACHARY T · award · $1,349,906
SPRINGER WILLIAM NOAH · award · $1,471,636
HERRINGTON MATTHEW T · award · $1,170,936
NORMAN JEFFREY JAY · award · $519,996
KUNDE GRACE H · award · $195,131
MCNEAL GWYN GOODSON · award · $732,193
MARGOLIS JOSEPH D · award · $3,666,857
KIRK SPENCER F · other
MARGOLIS JOSEPH D · other
MARGOLIS JOSEPH D · sell · $1,060,575
SPRINGER WILLIAM NOAH · other
MARGOLIS JOSEPH D · sell · $1,127,625
OLMSTEAD DIANE · award · $199,939
SAFFIRE JOSEPH · award · $199,939
BONNER JOSEPH J · award · $199,939
HARNETT SUSAN S · award · $199,939
VANDER PLOEG JULIA · award · $199,939
CRITTENDEN GARY L · award · $199,939
WOOLLEY KENNETH M · award · $199,939
BARBERIO MARK G. · award · $199,939
KIRK SPENCER F · award · $199,939
MARGOLIS JOSEPH D · sell · $1,105,875
BONNER JOSEPH J · sell · $100,195
MARGOLIS JOSEPH D · other
SONDHI SAMRAT · award · $1,391,347
DICKENS ZACHARY T · award · $1,322,085
DICKENS ZACHARY T · sell · $12,213
SPRINGER WILLIAM NOAH · award · $1,424,758
SPRINGER WILLIAM NOAH · sell · $186,245
HERRINGTON MATTHEW T · award · $1,184,323
STUBBS PETER SCOTT · award · $1,708,977
KUNDE GRACE H · award · $194,972
MCNEAL GWYN GOODSON · award · $805,669
MARGOLIS JOSEPH D · award · $4,232,167
MARGOLIS JOSEPH D · sell · $1,110,075
KIRK SPENCER F · other
OLMSTEAD DIANE · sell · $507,009
SPRINGER WILLIAM NOAH · other
MARGOLIS JOSEPH D · sell · $1,338,900
WOOLLEY KENNETH M · sell · $1,178,048
WOOLLEY KENNETH M · exercise · $538,939
STUBBS PETER SCOTT · other
SPRINGER WILLIAM NOAH · sell · $350,660
MCNEAL GWYN GOODSON · sell · $499,699
MARGOLIS JOSEPH D · sell · $1,144,350
BONNER JOSEPH J · sell · $100,345
OLMSTEAD DIANE · award · $199,967
SAFFIRE JOSEPH · award · $199,967
BONNER JOSEPH J · award · $199,967
HARNETT SUSAN S · award · $199,967
VANDER PLOEG JULIA · award · $199,967
CRITTENDEN GARY L · award · $199,967
WOOLLEY KENNETH M · award · $199,967
BARBERIO MARK G. · award · $199,967
5 signals · latest 3h ago
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