US · Real Estate · REIT - Industrial
EPS came in at 2.15 against a street estimate of 2.06 — a beat of 4.4%.
Analysts rate Extra Space Storage Inc a buy (11 buy, 10 hold, 0 sell out of 21) with an average price target of $156.50.
CONFIDENT EXR beat Q2 FFO at $2.15 (+4.9% YoY) on strong same-store revenue growth of 2.4%, raised FY26 guidance, and reported 94.2% occupancy. External growth active via acquisitions, bridge loans ($1.5B), and management adds. Q2 2026 Portfolio broadly diversified; Sunbelt strength mixed but larger markets showing acceleration. LA headwind moderating post-restriction lift. Analysts pressed macro risk discounting (Brendan Lynch, Jeff Norman), supply-driven vs. demand-driven growth (Michael Griffin, Joe Margolis), and external-growth pricing (Noah Springer on cap rates). Management emphasized steady customer demand, reduced supply in most MSAs, and disciplined acquisition underwriting with proprietary pipelines. 2026-07-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.86% |
| Vanguard Portfolio Management, LLC | 8.81% |
| Vanguard Capital Management, LLC | 6.54% |
| State Street Corp | 6.42% |
| Cohen & Steers Inc | 6.10% |
| NORGES BANK | 4.40% |
| Arnhold & S. Bleichroeder Advisers, LLC | 3.67% |
| Capital Research Global Investors | 2.98% |
| Document | Date |
|---|---|
| Board / officer change · Q3 2026 EXTRA SPACE STORAGE INC. (EXR) – FORM 8-K SUMMARY HEADLINE NUMBERS • CEO Transition Date: Joseph D. Margolis retiring effective December 31, 2026 • | 2026-08-24 |
| Quarterly report · Q2 2026 EXTRA SPACE STORAGE INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $29.66 billion (June 30, 2026) vs. $29.26 billion (December 31, 202 | 2026-07-31 |
| Results announced · Q3 2026 EXTRA SPACE STORAGE INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Q2 2026 Net Income: $1.25 per diluted share, up 5.9% vs. Q2 2025 ($1.18) • Q2 | 2026-07-28 |
| Material agreement · Q3 2026 EXTRA SPACE STORAGE INC. - 8-K SUMMARY HEADLINE NUMBERS • Company completed underwritten public offering of $550,000,000 aggregate principal amount | 2026-07-06 |
| Company announcement · Q2 2026 EXTRA SPACE STORAGE INC. - 8-K SUMMARY HEADLINE NUMBERS • Company issued $550 million in senior notes with 4.900% interest rate, maturing in 2032 • | 2026-06-25 |
| Quarterly report · Q1 2026 EXTRA SPACE STORAGE INC. – Q1 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Total Assets: $29.1 billion as of March 31, 2026 (down from $29.3 billion at | 2026-05-01 |
| Proxy statement · Q4 2025 EXTRA SPACE STORAGE INC. — 2026 PROXY SUMMARY CEO COMPENSATION • Joseph D. Margolis (CEO) total 2025 compensation: Not explicitly stated in provided | 2026-04-01 |
| Annual report FY2025 EXTRA SPACE STORAGE INC. – 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Portfolio Size: 4,281 stores owned/operated across 43 states + Washi | 2026-02-20 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $1.62 / share ex-date Sep 15, 2026 · pay Sep 30, 2026 | 2026-09-15 |
| Dividend | $1.62 / share ex-date Jun 15, 2026 · pay Jun 30, 2026 | 2026-06-15 |
| Dividend | $1.62 / share ex-date Mar 16, 2026 · pay Mar 31, 2026 | 2026-03-16 |
| Dividend | $1.62 / share ex-date Dec 15, 2025 · pay Dec 31, 2025 | 2025-12-15 |
| Dividend | $1.62 / share ex-date Sep 15, 2025 · pay Sep 30, 2025 | 2025-09-15 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Extra Space Storage Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.