Public Storage
PSAReal Estate·REIT - Industrial·USA·Large·NYSE·Nov 11 • 2:54 PM ET
Price
PSA against its 20, 50 and 200-day averages3.3% under the 52-week high of 345.89 on 5 Nov 2026. 52-week low 256.54 on 5 Jan 2026. Last 15 sessions, 16.1% high to low
Profile
PSAPublic Storage is a real estate investment trust, which engages in acquiring, developing, owning and operating self-storage facilities. It operates through the following segments: Self-Storage Operations, Ancillary Operations, and Other Items. The Self-Storage Operations segment reflects the rental operations from all self-storage facilities. The Ancillary Operations segment deals with the sale of merchandise and reinsurance of policies against losses to goods stored by self-storage tenants, activities which are incidental to the primary self-storage rental activities. The Other Items segment includes general, administrative, and investment costs. The company was founded by Bradley Wayne Hughes, Sr. and Kenneth Q. Volk, Jr. in 1972 and is headquartered in Frisco, TX.
| Index | S&P 500, RUI |
|---|---|
| Employees | 5770 |
| IPO | Nov 18, 1980 |
| Beta | 0.89 |
| ATR, 14d | 7.12 |
| Rel volume | 0.43 |
| Short float | 4.20% |
| Insider own | 9.66% |
| Inst own | 85.42% |
Snapshot
6 groupsValuation
| Index | S&P 500, RUI |
|---|---|
| Market Cap | 62.51B |
| Enterprise Value | 79.58B |
| Income | 1.70B |
| Sales | 5.03B |
| Book/sh | 52.36 |
| Cash/sh | 3.00 |
| Dividend Est. | 12.02 (3.59%) |
| Dividend TTM | 12.00 (3.59%) |
| Dividend Ex-Date | Dec 15, 2026 |
| Dividend Gr. 3/5Y | 14.47% 8.45% |
| Payout | 133.13% |
| Employees | 5770 |
| IPO | Nov 18, 1980 |
Ratios
| P/E | 35.01 |
|---|---|
| Forward P/E | 35.88 |
| PEG | 11.84 |
| P/S | 12.42 |
| P/B | 6.39 |
| P/C | 111.55 |
| P/FCF | 23.13 |
| EV/EBITDA | 22.86 |
| EV/Sales | 15.81 |
| Quick Ratio | 0.81 |
| Current Ratio | 0.81 |
| Debt/Eq | 0.84 |
| LT Debt/Eq | 0.78 |
| Option/Short | Yes / Yes |
Earnings
| EPS (ttm) | 9.55 |
|---|---|
| EPS next Y | 9.33 |
| EPS next Q | 2.26 |
| EPS this Y | 3.78% |
| EPS next Y | -0.27% |
| EPS next 5Y | 3.03% |
| EPS past 3/5Y | -27.34% 7.46% |
| Sales past 3/5Y | 4.88% 10.60% |
| EPS Y/Y TTM | -0.76% |
| Sales Y/Y TTM | 5.16% |
| EPS Q/Q | -35.53% |
| Sales Q/Q | 11.61% |
| Earnings | Oct 26 AMC |
| EPS/Sales Surpr. | -32.09% 1.94% |
Ownership
| Insider Own | 9.66% |
|---|---|
| Insider Trans | -0.01% |
| Inst Own | 85.42% |
| Inst Trans | 2.50% |
| ROA | 7.74% |
| ROE | 15.96% |
| ROIC | 7.35% |
| Gross Margin | 46.66% |
| Oper. Margin | 43.61% |
| Profit Margin | 33.71% |
| SMA20 | 4.95% |
| SMA50 | 10.68% |
| SMA200 | 9.72% |
| Trades | - |
Technical
| Shs Outstand | 186.84M |
|---|---|
| Shs Float | 168.79M |
| Short Float | 4.20% |
| Short Ratio | 7.73 |
| Short Interest | 7.09M |
| 52W High | 345.89 -3.28% |
| 52W Low | 256.54 30.41% |
| Volatility | 2.28% 2.13% |
| ATR (14) | 7.12 |
| RSI (14) | 68.14 |
| Beta | 0.89 |
| Rel Volume | 0.43 |
| Avg Volume | 916.90K |
| Volume | 333,306 |
Performance
| Perf Week | -2.40% |
|---|---|
| Perf Month | 16.01% |
| Perf Quarter | 1.77% |
| Perf Half Y | 10.16% |
| Perf YTD | 28.92% |
| Perf Year | 20.40% |
| Perf 3Y | 36.67% |
| Perf 5Y | 5.81% |
| Perf 10Y | 62.54% |
| Recom | 2.48 |
| Target Price | 338.76 |
| Prev Close | 335.93 |
| Price | 334.55 |
| Change % | -0.41% |
Analyst ratings
latest 10 of 20| Date | Action | Analyst | Rating change | Target | Implied |
|---|---|---|---|---|---|
| Oct 02, 2026 | Resumed | TTruist | Buy | $317 | -5.2% |
| Jul 16, 2026 | Resumed | RRaymond James | Mkt Perform | ||
| Jul 10, 2026 | Downgrade | BBarclays | Overweight → Equal Weight | $349 | +4.3% |
| Feb 05, 2026 | Downgrade | WWells Fargo | Overweight → Equal Weight | $295 | -11.8% |
| Feb 05, 2026 | Downgrade | BBofA Securities | Buy → Neutral | $310 | -7.3% |
| Jan 26, 2026 | Downgrade | WWolfe Research | Outperform → Peer Perform | ||
| Jan 20, 2026 | Downgrade | DDeutsche Bank | Buy → Hold | $285 | -14.8% |
| Dec 18, 2025 | Downgrade | JJP Morgan | Overweight → Neutral | $301 | -10.0% |
| Dec 05, 2025 | Resumed | MMorgan Stanley | Equal-Weight | $290 | -13.3% |
| Oct 13, 2025 | Upgrade | DDeutsche Bank | Hold → Buy | $325 | -2.9% |
Peers
Mkt cap| Ticker | Company | Mkt cap |
|---|---|---|
| EXR | Extra Space Storage Inc | 34.56B |
| CUBE | CubeSmart | 10.08B |
| SMA | Smartstop Self Storage REIT Inc | 2.30B |
| PLD | Prologis Inc | 126.18B |
| IRM | Iron Mountain Inc | 33.46B |
| REXR | Rexford Industrial Realty Inc | 8.05B |
| SELF | Global Self Storage Inc | 54.94M |
| STAG | STAG Industrial Inc | 7.16B |
| FR | First Industrial Realty Trust Inc | 7.59B |
| TRNO | Terreno Realty Corp | 7.39B |
Insider trading
4 filings| Insider | Relationship | Date | Transaction | Cost | Shares | Value | Total held | Form |
|---|---|---|---|---|---|---|---|---|
| Vitan Nathaniel A. | Chief Legal Officer | Aug 13 '26 | Sale | 327.53 | 1,414 | 463,133 | 0 | Aug 14 08:07 PM |
| Vitan Nathaniel A. | Officer | Aug 13 '26 | Proposed Sale | 327.53 | 1,414 | 463,133 | Aug 13 04:43 PM | |
| Vitan Nathaniel A. | Chief Legal Officer | Jun 12 '26 | Sale | 324.81 | 950 | 308,570 | 1,414 | Jun 16 10:08 AM |
| Vitan Nathaniel A. | Officer | Jun 12 '26 | Proposed Sale | 324.81 | 950 | 308,570 | Jun 12 05:20 PM |
Held by
AUM| Ticker | Company | AUM |
|---|---|---|
| VNQ | Vanguard Real Estate Index Fund ETF | AUM: 38.99B |
| VTI | Vanguard Morningstar Total Stock Market ETF | AUM: 687.42B |
| VOO | Vanguard S&P 500 ETF | AUM: 1054.75B |
| VO | Vanguard Morningstar Mid-Cap ETF | AUM: 107.07B |
| IVV | iShares Core S&P 500 ETF | AUM: 871.38B |
| SPY | SPDR S&P 500 ETF Trust | AUM: 793.23B |
| SCHH | Schwab U.S. REIT ETF | AUM: 11.94B |
| VTV | Vanguard Morningstar Value ETF | AUM: 196.23B |
| XLRE | State Street Real Estate Select Sector SPDR ETF | AUM: 8.46B |
| DFAR | DFA Real Estate Securities Portfolio ETF Class Shares | AUM: 1.82B |
News
latest 14 of 200- Public Storage Declares Fourth Quarter 2026 Dividends (Business Wire)
- Self-Storage REITs Post Q3 Gains as Extra Space NOI Rises 4.6% (CRE Daily)
- Public Storage Prices Public Offering of $500 Million of Senior Notes at anEffective Interest Rate of 5.200% (Business Wire)
- Public Storage Edges Past Estimates As Same-Store Recovery Takes Hold, But Deal Dilution Keeps Per-Share Growth Flat (Earnings Whispers)
- Public Storage: Q3 Earnings Snapshot (Associated Press)
- Public Storage Reports Third Quarter 2026 Results and Raises Guidance (Business Wire)
- Rising Yields Stall REIT M&A as Buyers and Sellers Split (CRE Daily)
- Better Dividend Stock: Public Storage vs. Prologis (TIKR)
- Public Storage to Release Third Quarter 2026 Earnings Results and Host Quarterly Conference Call (Business Wire)
- Self-Storage Supply Slowdown Points to Recovery (CRE Daily)
- Public Storage's Dividend Analysis (GuruFocus.com)
- Public Storage Prices Public Offering of C$400 Million Senior Notes in its Inaugural Offering in the Canadian Market (Business Wire)
- American Healthcare REIT Names Aric Chang Chief Financial Officer (Business Wire)
- Robinhood upgraded, Uber initiated: Wall Street's top analyst calls (The Fly)
Quarterly earnings
actual against estimate| Period | Reported | EPS act | EPS est | EPS rep | Sales act | Sales est | Analysts |
|---|---|---|---|---|---|---|---|
| 2026Q3 | 2026-10-26 | 1.690 | 2.489 | 1.690 | 1,366 | 1,340 | 8 |
| 2026Q2 | 2026-07-29 | 2.550 | 2.534 | 2.555 | 1,233 | 1,234 | 6 |
| 2026Q1 | 2026-04-27 | 2.710 | 2.365 | 2.710 | 1,218 | 1,213 | 6 |
| 2025Q4 | 2026-02-12 | 2.600 | 2.490 | 2.599 | 1,216 | 1,214 | 8 |
| 2025Q3 | 2025-10-29 | 2.620 | 2.530 | 2.623 | 1,224 | 1,216 | 8 |
| 2025Q2 | 2025-07-30 | 1.760 | 2.558 | 1.756 | 1,201 | 1,202 | 7 |
| 2025Q1 | 2025-04-30 | 2.040 | 2.395 | 2.036 | 1,183 | 1,178 | 8 |
| 2024Q4 | 2025-02-24 | 3.210 | 2.569 | 3.208 | 1,177 | 1,183 | 8 |
| 2024Q3 | 2024-10-30 | 2.160 | 2.603 | 2.165 | 1,188 | 1,178 | 8 |
| 2024Q2 | 2024-07-30 | 2.660 | 2.574 | 2.661 | 1,173 | 1,160 | 7 |
| 2024Q1 | 2024-04-30 | 2.600 | 2.488 | 2.604 | 1,157 | 1,140 | 8 |
| 2023Q4 | 2024-02-20 | 2.210 | 2.729 | 2.218 | 1,160 | 1,139 | 9 |
| 2023Q3 | 2023-10-30 | 3.200 | 2.811 | 3.198 | 1,144 | 1,137 | 8 |
| 2023Q2 | 2023-08-02 | 3.000 | 2.907 | 2.998 | 1,120 | 1,110 | 5 |
| 2023Q1 | 2023-05-03 | 2.650 | 2.694 | 2.653 | 1,094 | 1,089 | 6 |
| 2022Q4 | 2023-02-21 | 2.060 | 2.653 | 2.059 | 1,089 | 1,081 | 6 |
Annual earnings
| Period | EPS act | EPS est | EPS rep | Sales act | Sales est |
|---|---|---|---|---|---|
| 2019FY | 7.290 | 7.428 | 7.293 | 2,847 | 2,848 |
| 2020FY | 6.290 | 6.600 | 6.289 | 2,915 | 2,884 |
| 2021FY | 9.870 | 8.741 | 9.868 | 3,416 | 3,418 |
| 2022FY | 23.500 | 24.173 | 23.498 | 4,182 | 4,163 |
| 2023FY | 11.060 | 11.563 | 11.063 | 4,518 | 4,492 |
| 2024FY | 10.640 | 10.074 | 10.638 | 4,696 | 4,713 |
| 2025FY | 9.010 | 9.220 | 9.010 | 4,824 | 4,826 |
| 2026FY | - | 9.350 | - | - | 5,188 |
| 2027FY | - | 9.325 | - | - | 5,707 |
| 2028FY | - | 9.855 | - | - | 5,971 |
| 2029FY | - | 10.770 | - | - | 6,594 |
| 2030FY | - | 10.540 | - | - | 7,367 |
Estimate revisions
last 14 periods| Period | Type | Date | Estimates | Up | Down | Mean | Low | High |
|---|---|---|---|---|---|---|---|---|
| 2026Q4 | S | 2026-11-02 | 9 | 4 | 2 | 1,404 | 1,361 | 1,507 |
| 2026Q4 | S | 2026-10-27 | 9 | 4 | 1 | 1,411 | 1,361 | 1,507 |
| 2026Q4 | S | 2026-10-26 | 9 | 2 | 1 | 1,388 | 1,244 | 1,507 |
| 2026Q4 | S | 2026-10-25 | 9 | 2 | 1 | 1,388 | 1,244 | 1,507 |
| 2026Q4 | S | 2026-10-19 | 9 | 3 | 1 | 1,388 | 1,244 | 1,507 |
| 2026Q4 | S | 2026-10-17 | 8 | 3 | 1 | 1,392 | 1,244 | 1,507 |
| 2026Q4 | S | 2026-10-13 | 8 | 4 | 1 | 1,392 | 1,244 | 1,507 |
| 2026Q4 | S | 2026-09-30 | 8 | 6 | 1 | 1,392 | 1,244 | 1,507 |
| 2026Q4 | S | 2026-09-28 | 9 | 6 | 1 | 1,395 | 1,244 | 1,507 |
| 2026Q4 | S | 2026-09-22 | 9 | 5 | 1 | 1,391 | 1,244 | 1,469 |
| 2026Q4 | S | 2026-09-19 | 9 | 5 | 1 | 1,390 | 1,244 | 1,469 |
| 2026Q4 | S | 2026-09-14 | 10 | 5 | 1 | 1,376 | 1,244 | 1,469 |
| 2026Q4 | S | 2026-09-05 | 10 | 4 | 1 | 1,360 | 1,225 | 1,469 |
| 2026Q4 | S | 2026-08-31 | 10 | 5 | 1 | 1,360 | 1,225 | 1,469 |
Estimate history
| EPS, annual | 6.728 | 8.542 | 7.293 | 6.289 | 9.868 | 23.498 | 11.063 | 10.638 | 9.014 | 9.5547 |
|---|---|---|---|---|---|---|---|---|---|---|
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| EPS, quarterly | 2.165 | 3.208 | 2.036 | 1.756 | 2.623 | 2.599 | 2.71 | 2.555 | 1.691 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Sales, annual | 2668.528 | 2754.28 | 2846.823 | 2915.068 | 3415.824 | 4182.163 | 4517.69 | 4695.616 | 4824.113 | 5032.6 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | TTM |
| Sales, quarterly | 1187.758 | 1177.427 | 1183.184 | 1201.094 | 1224.043 | 1215.792 | 1217.741 | 1232.881 | 1366.19 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
| Shares, annual | 173.853 | 174.131 | 174.419 | 174.582 | 175.134 | 175.266 | 175.671 | 175.408 | 175.5 | 186.843 |
| Period | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | MRQ |
| Shares, quarterly | 175.109 | 175.408 | 175.43 | 175.453 | 175.463 | 175.5 | 175.545 | 175.621 | 186.843 | |
| Period | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 |
Income statement, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 5,032.60 | 4,824.11 | 4,695.62 | 4,517.69 | 4,182.16 | 3,415.82 | 2,915.07 | 2,846.82 | 2,754.28 |
| Total Expenses | 2,837.99 | 2,569.80 | 2,493.91 | 2,218.96 | 2,032.77 | 1,792.32 | 1,555.89 | 1,420.81 | 1,229.03 |
| Operating Income | 2,194.61 | 2,254.32 | 2,201.71 | 2,298.73 | 2,149.39 | 1,623.51 | 1,359.18 | 1,426.02 | 1,525.26 |
| Unusual Expense | 114.64 | 14.39 | 11.69 | 3.30 | 4.01 | 0.00 | 0.00 | 0.00 | 0.00 |
| Net Income Before Taxes | 1,895.24 | 1,789.80 | 2,089.08 | 2,170.94 | 4,380.60 | 1,902.60 | 1,309.26 | 1,486.53 | 1,678.67 |
| Income Taxes | -25.48 | -7.23 | 4.67 | 10.82 | 14.33 | 11.53 | 7.95 | 5.08 | 5.44 |
| Consolidated Net Income | 1,920.72 | 1,797.03 | 2,084.41 | 2,160.12 | 4,366.27 | 1,891.07 | 1,301.31 | 1,481.45 | 1,673.23 |
| Net Income From Continuing Operations | 1,900.23 | 1,784.35 | 2,072.01 | 2,148.33 | 4,349.15 | 1,884.69 | 1,297.29 | 1,476.33 | 1,667.04 |
| Net Income | 1,696.31 | 1,585.59 | 1,872.68 | 1,948.74 | 4,142.29 | 1,663.88 | 1,038.42 | 1,228.56 | 1,444.91 |
| EPS (Recurring) | 9.61 | 9.07 | 10.68 | 11.08 | 23.51 | 9.87 | 6.29 | 7.29 | 8.54 |
| EPS (Basic, Before Extraordinaries) | 9.58 | 9.04 | 10.68 | 11.11 | 23.64 | 9.91 | 6.29 | 7.30 | 8.56 |
| EPS (Diluted) | 9.55 | 9.01 | 10.64 | 11.06 | 23.50 | 9.87 | 6.29 | 7.29 | 8.54 |
| Non-Operating Income (Expense) | 163.79 | -145.63 | 186.46 | 76.65 | 2,371.54 | 369.87 | 6.36 | 106.15 | 185.96 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 35.36 | 31.52 | 44.75 | 32.84 | 44.80 | 43.70 | 19.07 | 26.61 | 71.03 |
| Price To Earnings Ratio | 35.16 | 35.16 | 31.04 | 27.96 | 11.39 | 36.49 | 35.29 | 28.06 | 22.77 |
| Price To Sales Ratio | 10.40 | 9.46 | 11.23 | 11.89 | 11.81 | 19.25 | 13.84 | 13.06 | 12.81 |
| Gross Margin | 46.66 | 48.84 | 49.10 | 52.86 | 53.35 | 50.80 | 49.21 | 52.44 | 53.99 |
| Operating Margin | 43.61 | 46.73 | 46.89 | 50.88 | 51.39 | 47.53 | 46.63 | 50.09 | 55.38 |
| Net Margin | 33.71 | 32.87 | 39.88 | 43.14 | 99.05 | 48.71 | 35.62 | 43.16 | 52.46 |
| Shares Outstanding | 186.84 | 175.50 | 175.41 | 175.67 | 175.27 | 175.13 | 174.58 | 174.42 | 174.13 |
| Market Capitalization | 62,766.17 | 62,766.17 | 52,456.80 | 53,629.98 | 49,212.01 | 63,118.81 | 38,796.78 | 35,748.72 | 33,916.26 |
Income statement, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 | 2025Q1 | 2024Q4 |
|---|---|---|---|---|---|---|---|---|
| Total Revenue | 1,366.19 | 1,232.88 | 1,217.74 | 1,215.79 | 1,224.04 | 1,201.09 | 1,183.18 | 1,177.43 |
| Total Expenses | 831.51 | 678.25 | 669.17 | 659.06 | 646.69 | 630.40 | 648.04 | 627.36 |
| Operating Income | 534.67 | 554.63 | 548.57 | 556.73 | 577.36 | 570.69 | 535.14 | 550.07 |
| Unusual Expense | 114.64 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.59 |
| Net Income Before Taxes | 363.31 | 505.65 | 530.94 | 495.33 | 517.60 | 364.65 | 412.22 | 616.99 |
| Income Taxes | -15.04 | 2.72 | 1.57 | -14.72 | 2.83 | 3.24 | 1.43 | -1.37 |
| Consolidated Net Income | 378.35 | 502.94 | 529.38 | 510.06 | 514.77 | 361.41 | 410.79 | 618.36 |
| Net Income From Continuing Operations | 366.93 | 499.96 | 526.27 | 507.07 | 511.06 | 358.42 | 407.79 | 614.61 |
| Net Income | 312.28 | 450.26 | 476.79 | 456.98 | 461.41 | 308.97 | 358.23 | 564.40 |
| EPS (Recurring) | 2.12 | 2.55 | 2.71 | 2.60 | 2.62 | 1.76 | 2.04 | 3.22 |
| EPS (Basic, Before Extraordinaries) | 1.70 | 2.56 | 2.72 | 2.60 | 2.63 | 1.76 | 2.04 | 3.22 |
| EPS (Diluted) | 1.69 | 2.55 | 2.71 | 2.60 | 2.62 | 1.76 | 2.04 | 3.21 |
| Non-Operating Income (Expense) | 45.81 | 35.80 | 62.39 | 19.78 | 19.94 | -134.43 | -50.92 | 142.65 |
| Other After Tax Adjustments | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Stock Option Compensation Expense | 8.32 | 10.10 | 9.39 | 7.54 | 9.46 | 8.39 | 10.28 | 9.99 |
| Price To Earnings Ratio | 35.16 | 32.86 | 30.05 | 26.96 | 31.52 | 29.14 | 28.13 | 31.04 |
| Price To Sales Ratio | 10.40 | 11.49 | 9.81 | 9.46 | 10.62 | 10.87 | 11.15 | 11.22 |
| Gross Margin | 41.96 | 48.61 | 48.28 | 48.32 | 49.28 | 50.01 | 47.43 | 49.48 |
| Operating Margin | 39.14 | 44.99 | 45.05 | 45.79 | 47.17 | 47.51 | 45.23 | 46.72 |
| Net Margin | 22.86 | 36.52 | 39.15 | 37.59 | 37.70 | 25.72 | 30.28 | 47.93 |
| Shares Outstanding | 186.84 | 175.62 | 175.54 | 175.50 | 175.46 | 175.45 | 175.43 | 175.41 |
| Market Capitalization | 62,766.17 | 55,888.87 | 47,541.07 | 45,532.65 | 50,679.60 | 51,474.96 | 52,500.25 | 52,456.80 |
Balance sheet, annual
| Metric | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY | 2017FY |
|---|---|---|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 318.10 | 447.42 | 370.00 | 775.25 | 734.60 | 257.56 | 409.74 | 361.22 | 433.38 |
| Short Term Receivables | 142.11 | 10.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Investments | 18,804.56 | 18,360.65 | 18,417.09 | 16,067.87 | 15,307.00 | 10,433.61 | 9,831.42 | 9,464.91 | 9,252.80 |
| Investment in Unconsolidated Affiliates | 388.59 | 382.49 | 390.18 | 275.75 | 828.76 | 773.05 | 767.82 | 783.99 | 724.17 |
| Net Property, Plant & Equipment | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Intangible Assets | 555.26 | 554.38 | 631.94 | 433.44 | 483.86 | 352.33 | 356.47 | 318.15 | 322.54 |
| Total Assets | 20,208.60 | 19,754.93 | 19,809.22 | 17,552.31 | 17,380.91 | 11,816.55 | 11,365.44 | 10,928.27 | 10,732.89 |
| Total Debt | 10,253.88 | 9,353.03 | 9,103.28 | 6,870.83 | 7,475.28 | 2,844.99 | 1,902.49 | 1,412.28 | 1,431.32 |
| Long Term Debt | 9,103.74 | 8,701.52 | 8,292.78 | 6,870.83 | 6,972.80 | 2,843.14 | 1,900.48 | 1,410.42 | 1,420.08 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Liabilities | 612.89 | 588.25 | 598.99 | 514.68 | 482.09 | 394.65 | 383.28 | 371.26 | 337.20 |
| Total Liabilities | 10,866.77 | 9,941.28 | 9,702.27 | 7,385.51 | 7,957.37 | 3,239.65 | 2,285.78 | 1,783.54 | 1,768.52 |
| Preferred Stock - Carrying Value | 4,350.00 | 4,350.00 | 4,350.00 | 4,350.00 | 4,100.00 | 3,792.50 | 4,065.00 | 4,025.00 | 4,025.00 |
| Common Equity | 4,898.13 | 5,362.61 | 5,663.18 | 5,723.40 | 5,235.18 | 4,766.37 | 4,997.91 | 5,094.48 | 4,915.01 |
| Total Shareholders Equity | 9,248.13 | 9,712.61 | 10,013.18 | 10,073.40 | 9,335.18 | 8,558.87 | 9,062.91 | 9,119.48 | 8,940.01 |
| Accumulated Minority Interest | 93.71 | 101.05 | 93.77 | 93.40 | 88.36 | 18.03 | 16.76 | 25.25 | 24.36 |
| Total Equity | 9,341.83 | 9,813.65 | 10,106.95 | 10,166.80 | 9,423.54 | 8,576.90 | 9,079.67 | 9,144.73 | 8,964.37 |
| Total Liabilities & Stockholders Equity | 20,208.60 | 19,754.93 | 19,809.22 | 17,552.31 | 17,380.91 | 11,816.55 | 11,365.44 | 10,928.27 | 10,732.89 |
| Book Value Per Share | 27.91 | 30.57 | 32.24 | 32.66 | 29.89 | 27.30 | 28.65 | 29.26 | 28.27 |
| Tangible Book Value Per Share | 26.48 | 28.96 | 30.03 | 31.33 | 28.16 | 26.13 | 27.47 | 28.05 | 27.03 |
| Full-Time Employees | 5,770 | 5,900 | 6,200 | 5,900 | 5,800 | 5,400 | 5,900 | 5,600 | 5,600 |
| Price to Book Ratio | 6.42 | 9.97 | 9.30 | 8.65 | 12.04 | 8.13 | 7.14 | 6.65 | 7.11 |
| Return on Assets | 8.93 | 10.47 | 11.50 | 24.90 | 12.91 | 11.19 | 13.24 | 15.39 | 13.34 |
| Return on Equity | 18.82 | 21.01 | 21.39 | 44.82 | 21.07 | 14.72 | 16.24 | 18.46 | 15.17 |
| Return on Invested Capital | 9.72 | 11.25 | 11.74 | 25.67 | 11.56 | 11.38 | 13.47 | 15.83 | 13.43 |
| Quick Ratio | 0.40 | 0.70 | 0.46 | 97.36 | 1.46 | 139.15 | 203.35 | 193.48 | 38.55 |
| Current Ratio | 0.40 | 0.70 | 0.46 | 97.36 | 1.46 | 139.15 | 203.35 | 193.48 | 38.55 |
Cash flow, annual
| Metric | TTM | 2025FY | 2024FY | 2023FY | 2022FY | 2021FY | 2020FY | 2019FY | 2018FY |
|---|---|---|---|---|---|---|---|---|---|
| Funds from Operations | 3,135.74 | 3,184.65 | 3,171.32 | 3,238.72 | 3,139.86 | 2,563.07 | 2,067.56 | 2,079.27 | 2,153.43 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -134.06 | 1.80 | -29.79 | 18.90 | -9.05 | - | - | - | - |
| Cash from Operating Activities | 3,001.68 | 3,186.45 | 3,141.54 | 3,257.62 | 3,130.81 | 2,563.07 | 2,067.56 | 2,079.27 | 2,153.43 |
| Capital Expenditures | -298.98 | -289.38 | -420.02 | -461.14 | -459.77 | -270.24 | -170.00 | -187.31 | -140.07 |
| Net Assets From Acquisitions | -1,870.99 | -9.86 | -1.59 | -2,178.15 | 0.00 | -0.69 | -0.03 | -35.00 | 0.00 |
| Sale of Fixed Assets and Businesses | 4.26 | 4.59 | 2.94 | 3.20 | 1.67 | 2.45 | 2.63 | 4.15 | 1.72 |
| Purchase or Sale of Investments | -731.98 | -1,395.71 | -595.90 | -910.19 | 1,566.10 | -5,312.79 | -972.37 | -721.68 | -465.64 |
| Purchase of Investments | -770.78 | -1,403.86 | -604.29 | -950.17 | -1,071.45 | -5,329.09 | -981.68 | -722.44 | -519.82 |
| Sale Or Maturity of Investments | 38.80 | 8.15 | 8.39 | 39.99 | 2,637.55 | 16.30 | 9.30 | 0.76 | 54.18 |
| Other Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Investing Activities | -2,897.69 | -1,690.37 | -1,014.58 | -3,546.27 | 1,107.99 | -5,581.27 | -1,139.78 | -939.84 | -603.99 |
| Cash Dividends Paid | -1,762.13 | -2,303.38 | -2,301.93 | -2,306.01 | -3,908.96 | -1,588.89 | -1,606.43 | -1,608.75 | -1,612.68 |
| Change in Capital Stock | 54.37 | 9.41 | -92.40 | 53.13 | 278.10 | 68.32 | 0.87 | 42.72 | 12.53 |
| Repurchase of Common Pref Stock | 0.00 | 0.00 | -200.00 | 0.00 | 0.00 | -1,175.00 | -1,220.00 | -1,050.00 | 0.00 |
| Sale of Common Pref Stock | 54.37 | 9.41 | 107.60 | 53.13 | 278.10 | 1,243.32 | 1,220.87 | 1,092.72 | 12.53 |
| Proceedsfrom Stock Options | 24.37 | 9.41 | 107.60 | 53.13 | 278.10 | 1,243.32 | 1,220.87 | 1,092.72 | 12.53 |
| Issuance or Reduction of Debt, Net | 1,913.35 | 704.90 | 342.52 | 2,164.64 | -513.50 | 5,036.69 | 543.13 | 494.98 | -1.78 |
| Change in Long Term Debt | 1,713.35 | 704.90 | 342.52 | 2,164.64 | -513.50 | 5,036.69 | 543.13 | 494.98 | -1.78 |
| Issuance of Long Term Debt | 2,648.66 | 1,356.42 | 1,151.02 | 2,172.90 | 0.00 | 5,038.90 | 545.15 | 496.90 | 0.00 |
| Reduction of Long Term Debt | -935.31 | -651.52 | -808.50 | -8.26 | -513.50 | -2.22 | -2.02 | -1.92 | -1.78 |
| Net Financing Active Other Cash Flow | -47.50 | -36.34 | -28.10 | -28.58 | -51.05 | -19.73 | -15.88 | -18.83 | -19.37 |
| Other Financing Activities Uses | -42.33 | -27.69 | -15.44 | -14.63 | -34.22 | -6.66 | -15.88 | -6.67 | -19.37 |
| Cash from Financing Activities | 158.09 | -1,625.40 | -2,079.92 | -116.13 | -4,194.94 | 3,496.38 | -1,078.31 | -1,089.88 | -1,621.31 |
| Exchange Rate Effect | - | - | - | 0.00 | 0.00 | 0.51 | -0.43 | -0.01 | -0.17 |
| Net Change in Cash | 263.92 | -129.32 | 47.04 | -404.78 | 43.87 | 478.69 | -150.95 | 49.53 | -72.03 |
| Free Cash Flow | 2,702.70 | 2,897.07 | 2,721.52 | 2,796.49 | 2,671.04 | 2,292.84 | 1,897.56 | 1,891.96 | 2,013.36 |
| Preferred Dividends (Cash Flow) | - | -194.70 | -194.70 | -194.70 | -194.39 | -186.58 | - | - | - |
| Price to Free Cash Flow | 55.66 | 76.89 | 125.63 | 109.53 | - | 93.42 | 138.53 | 131.24 | 88.05 |
Balance sheet, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Cash & Short Term Investments | 560.38 | 259.94 | 134.61 | 318.10 | 296.46 | 1,104.60 |
| Short Term Receivables | 445.31 | 173.30 | 142.50 | 142.11 | 93.70 | 93.70 |
| Investments | 25,174.24 | 18,754.08 | 18,679.01 | 18,804.56 | 18,779.77 | 18,430.82 |
| Investment in Unconsolidated Affiliates | 883.40 | 364.79 | 383.92 | 388.59 | 383.56 | 387.95 |
| Net Property, Plant & Equipment | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Intangible Assets | 1,934.29 | 565.63 | 510.37 | 555.26 | 560.83 | 524.38 |
| Total Assets | 28,997.61 | 20,117.73 | 19,850.41 | 20,208.60 | 20,114.32 | 20,541.45 |
| Total Debt | 12,192.03 | 10,180.22 | 10,032.27 | 10,253.88 | 10,042.82 | 10,440.28 |
| Long Term Debt | 11,342.00 | 9,530.15 | 9,382.16 | 9,103.74 | 9,758.74 | 9,756.02 |
| Provision for Risks Charges | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Liabilities | 1,585.62 | 651.71 | 498.42 | 612.89 | 664.39 | 624.83 |
| Total Liabilities | 13,777.65 | 10,831.92 | 10,530.69 | 10,866.77 | 10,707.21 | 11,065.10 |
| Preferred Stock - Carrying Value | 4,719.88 | 4,350.00 | 4,350.00 | 4,350.00 | 4,350.00 | 4,350.00 |
| Common Equity | 9,782.48 | 4,840.28 | 4,874.34 | 4,898.13 | 4,962.12 | 5,022.46 |
| Total Shareholders Equity | 14,502.36 | 9,190.28 | 9,224.34 | 9,248.13 | 9,312.12 | 9,372.46 |
| Accumulated Minority Interest | 717.60 | 95.53 | 95.38 | 93.71 | 94.98 | 103.89 |
| Total Equity | 15,219.96 | 9,285.81 | 9,319.72 | 9,341.83 | 9,407.11 | 9,476.35 |
| Total Liabilities & Stockholders Equity | 28,997.61 | 20,117.73 | 19,850.41 | 20,208.60 | 20,114.32 | 20,541.45 |
| Book Value Per Share | 52.36 | 27.56 | 27.77 | 27.91 | 28.28 | 28.63 |
| Tangible Book Value Per Share | 45.10 | 26.26 | 26.44 | 26.48 | 26.74 | 27.18 |
| Full-Time Employees | - | - | - | 5,770 | - | - |
| Price to Book Ratio | 6.42 | 11.46 | 9.71 | 9.18 | 10.09 | 9.87 |
| Return on Assets | 7.74 | 10.06 | 9.64 | 8.93 | 9.48 | 8.98 |
| Return on Equity | 15.96 | 22.03 | 20.25 | 18.82 | 20.00 | 18.99 |
| Return on Invested Capital | 1.42 | 2.67 | 2.83 | 2.76 | 2.68 | 1.87 |
| Quick Ratio | 0.81 | 0.67 | 0.21 | 0.40 | 1.37 | 1.75 |
| Current Ratio | 0.81 | 0.67 | 0.21 | 0.40 | 1.37 | 1.75 |
Cash flow, quarterly
| Metric | 2026Q3 | 2026Q2 | 2026Q1 | 2025Q4 | 2025Q3 | 2025Q2 |
|---|---|---|---|---|---|---|
| Funds from Operations | 745.46 | 811.95 | 791.49 | 786.85 | 813.79 | 808.26 |
| Extraordinary Item | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in Working Capital | -40.60 | 56.49 | -96.68 | -53.26 | 61.30 | 64.45 |
| Cash from Operating Activities | 704.85 | 868.44 | 694.80 | 733.59 | 875.09 | 872.71 |
| Capital Expenditures | -64.33 | -65.05 | -69.51 | -100.09 | -75.94 | -55.34 |
| Net Assets From Acquisitions | -1,862.71 | 0.00 | -7.48 | -0.80 | 0.00 | -8.96 |
| Sale of Fixed Assets and Businesses | 1.53 | 1.01 | 0.86 | 0.86 | 1.04 | 1.53 |
| Purchase or Sale of Investments | -108.03 | -281.90 | -77.82 | -264.22 | -620.04 | -282.94 |
| Purchase of Investments | -114.91 | -308.90 | -78.49 | -268.47 | -621.09 | -283.19 |
| Sale Or Maturity of Investments | 6.88 | 27.00 | 0.67 | 4.25 | 1.05 | 0.25 |
| Other Uses | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Other Sources | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from Investing Activities | -2,033.55 | -345.94 | -153.95 | -364.25 | -694.94 | -345.71 |
| Cash Dividends Paid | -33.96 | -576.18 | -576.15 | -575.84 | -575.86 | -575.85 |
| Preferred Dividends (Cash Flow) | - | -48.68 | -48.68 | -48.67 | -48.67 | -48.68 |
| Change in Capital Stock | 0.79 | 15.81 | 37.83 | -0.07 | 1.70 | 4.59 |
| Repurchase of Common Pref Stock | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Sale of Common Pref Stock | 0.79 | 15.81 | 37.83 | -0.07 | 1.70 | 4.59 |
| Proceedsfrom Stock Options | 0.79 | 15.81 | 7.83 | -0.07 | 1.70 | 4.59 |
| Issuance or Reduction of Debt, Net | 1,686.48 | 167.43 | -179.03 | 238.47 | -400.03 | 866.50 |
| Change in Long Term Debt | 1,486.48 | 167.43 | -179.03 | 238.47 | -400.03 | 866.50 |
| Issuance of Long Term Debt | 1,670.31 | 167.46 | 321.00 | 489.89 | 0.00 | 866.53 |
| Reduction of Long Term Debt | -183.83 | -0.03 | -500.03 | -251.42 | -400.03 | -0.03 |
| Net Financing Active Other Cash Flow | -26.03 | -4.22 | -6.97 | -10.27 | -14.10 | -4.82 |
| Other Financing Activities Uses | -26.03 | -6.83 | -4.38 | -5.10 | -13.67 | -4.45 |
| Cash from Financing Activities | 1,627.29 | -397.17 | -724.34 | -347.70 | -988.29 | 290.43 |
| Net Change in Cash | 300.44 | 125.33 | -183.49 | 21.64 | -808.14 | 817.43 |
| Free Cash Flow | 640.52 | 803.38 | 625.29 | 633.50 | 799.15 | 817.37 |
| Price to Free Cash Flow | 55.66 | 100.82 | 83.37 | 76.87 | 81.18 | 100.03 |
Revenue breakdown
| Ancillary Operations | 2024: 299.62M 2025: 334.70M |
|---|---|
| Self Storage Operations | 2024: 4.40B 2025: 4.49B |
| United States | 2024: 4.70B 2025: 4.82B |
Short interest
shares short against float, oldest to newest| Settlement | Of float | Shares short | Float | Avg volume |
|---|---|---|---|---|
| 2026-10-30 | 4.20% | 7.1M | 168.8M | 851.52K |
| 2026-10-15 | 4.06% | 6.8M | 168.8M | 984.67K |
| 2026-09-30 | 3.95% | 6.7M | 168.8M | 970.87K |
| 2026-09-15 | 3.65% | 6.2M | 168.8M | 990.00K |
| 2026-08-31 | 3.51% | 5.9M | 168.4M | 1.01M |
| 2026-08-14 | 3.17% | 5.3M | 168.4M | 1.04M |
| 2026-07-31 | 3.32% | 5.6M | 167.3M | 1.05M |
| 2026-07-15 | 3.95% | 6.6M | 167.3M | 949.95K |
| 2026-06-30 | 4.27% | 6.7M | 157.5M | 990.88K |
| 2026-06-15 | 4.88% | 7.7M | 157.1M | 1.08M |
| 2026-05-29 | 4.22% | 6.7M | 157.5M | 1.10M |
| 2026-05-15 | 4.31% | 6.8M | 157.5M | 1.16M |
| 2026-04-30 | 4.27% | 6.7M | 157.6M | 1.22M |
| 2026-04-15 | 4.38% | 6.9M | 157.6M | 1.26M |
| 2026-03-31 | 4.31% | 6.8M | 157.5M | 1.27M |
| 2026-03-13 | 3.25% | 5.1M | 157.5M | 1.23M |
| 2026-02-27 | 3.11% | 4.9M | 157.5M | 1.22M |
| 2026-02-13 | 3.21% | 5.1M | 157.5M | 1.19M |
| 2026-01-30 | 2.78% | 4.4M | 157.6M | 1.14M |
| 2026-01-15 | 2.50% | 3.9M | 157.6M | 1.12M |
Option chain
expiry 2026-11-20| Type | Strike | Bid | Ask | Last | IV | Open int | Volume | Delta | Theta | Vega |
|---|---|---|---|---|---|---|---|---|---|---|
| call | 180 | 153 | 156 | 0.00 | 2.509 | 0.00 | 0.00 | 0.997 | -0.015 | 0.004 |
| call | 185 | 148 | 150.9 | 0.00 | 2.390 | 0.00 | 0.00 | 0.997 | -0.016 | 0.004 |
| call | 190 | 142.9 | 146 | 0.00 | 2.215 | 0.00 | 0.00 | 0.997 | -0.016 | 0.004 |
| call | 195 | 137.9 | 141 | 146.1 | 2.227 | 1.00 | 0.00 | 0.990 | -0.094 | 0.012 |
| call | 200 | 132.9 | 135.9 | 0.00 | 2.116 | 0.00 | 0.00 | 0.990 | -0.094 | 0.013 |
| call | 210 | 122.9 | 126 | 0.00 | 1.964 | 0.00 | 0.00 | 0.989 | -0.094 | 0.014 |
| call | 220 | 112.5 | 116.1 | 0.00 | 1.690 | 0.00 | 0.00 | 0.988 | -0.094 | 0.015 |
| call | 230 | 102.5 | 106.3 | 0.00 | 1.576 | 0.00 | 0.00 | 0.987 | -0.093 | 0.016 |
| call | 240 | 92.80 | 96.10 | 0.00 | 1.373 | 0.00 | 0.00 | 0.986 | -0.092 | 0.018 |
| call | 250 | 82.70 | 86.10 | 0.00 | 1.249 | 0.00 | 0.00 | 0.984 | -0.091 | 0.019 |
| call | 260 | 73.00 | 76.10 | 0.00 | 1.202 | 0.00 | 0.00 | 0.983 | -0.089 | 0.022 |
| call | 270 | 62.70 | 66.10 | 0.00 | 1.067 | 0.00 | 0.00 | 0.980 | -0.087 | 0.024 |
| call | 280 | 53.00 | 56.20 | 61.30 | 0.882 | 2.00 | 0.00 | 0.977 | -0.085 | 0.027 |
| call | 290 | 43.30 | 46.20 | 36.00 | 0.781 | 16.00 | 0.00 | 0.973 | -0.082 | 0.032 |
| call | 300 | 33.10 | 35.90 | 34.35 | 0.560 | 214 | 1.00 | 0.968 | -0.080 | 0.037 |
| call | 310 | 23.60 | 25.70 | 27.40 | 0.412 | 397 | 0.00 | 0.874 | -0.265 | 0.107 |
| call | 320 | 14.10 | 16.60 | 23.77 | 0.349 | 239 | 0.00 | 0.792 | -0.306 | 0.149 |
| call | 330 | 6.70 | 9.40 | 14.68 | 0.335 | 146 | 0.00 | 0.621 | -0.340 | 0.198 |
| call | 340 | 2.70 | 4.00 | 3.75 | 0.303 | 29.00 | 0.00 | 0.375 | -0.339 | 0.198 |
| call | 350 | 0.30 | 1.45 | 0.15 | 0.303 | 21.00 | 7.00 | 0.190 | -0.257 | 0.142 |
| call | 360 | 0.00 | 2.35 | 0.82 | 0.416 | 11.00 | 0.00 | 0.139 | -0.275 | 0.116 |
| call | 370 | 0.00 | 2.20 | 0.45 | 0.521 | 2.00 | 0.00 | 0.113 | -0.294 | 0.100 |
| call | 380 | 0.00 | 2.15 | 0.15 | 0.620 | 2.00 | 0.00 | 0.099 | -0.316 | 0.091 |
| call | 390 | 0.00 | 2.15 | 0.16 | 0.709 | 10.00 | 0.00 | 0.089 | -0.333 | 0.084 |
| call | 400 | 0.00 | 2.15 | 0.00 | 0.793 | 0.00 | 0.00 | 0.081 | -0.348 | 0.078 |
| call | 410 | 0.00 | 2.15 | 0.00 | 0.873 | 0.00 | 0.00 | 0.075 | -0.362 | 0.074 |
| call | 420 | 0.00 | 2.15 | 0.00 | 0.949 | 0.00 | 0.00 | 0.070 | -0.373 | 0.070 |
| call | 430 | 0.00 | 2.15 | 0.00 | 1.022 | 0.00 | 0.00 | 0.066 | -0.384 | 0.067 |
| call | 440 | 0.00 | 2.15 | 0.00 | 1.092 | 0.00 | 0.00 | 0.063 | -0.393 | 0.064 |
| put | 180 | 0.00 | 2.15 | 0.00 | 1.429 | 0.00 | 0.00 | -0.002 | -0.028 | 0.004 |
| put | 185 | 0.00 | 2.15 | 0.00 | 1.369 | 0.00 | 0.00 | -0.002 | -0.028 | 0.004 |
| put | 190 | 0.00 | 0.05 | 0.03 | 1.273 | 2.00 | 0.00 | -0.002 | -0.025 | 0.004 |
| put | 195 | 0.00 | 2.15 | 0.98 | 1.781 | 1.00 | 0.00 | -0.020 | -0.247 | 0.025 |
| put | 200 | 0.00 | 2.15 | 0.00 | 1.706 | 0.00 | 0.00 | -0.021 | -0.245 | 0.026 |
| put | 210 | 0.00 | 2.15 | 1.68 | 1.332 | 1.00 | 0.00 | -0.010 | -0.102 | 0.014 |
| put | 220 | 0.00 | 2.15 | 0.00 | 1.214 | 0.00 | 0.00 | -0.011 | -0.102 | 0.015 |
| put | 230 | 0.00 | 2.15 | 0.00 | 1.103 | 0.00 | 0.00 | -0.012 | -0.100 | 0.016 |
| put | 240 | 0.00 | 2.15 | 0.24 | 0.992 | 1.00 | 0.00 | -0.013 | -0.098 | 0.018 |
| put | 250 | 0.00 | 2.15 | 0.12 | 0.884 | 209 | 0.00 | -0.015 | -0.096 | 0.019 |
| put | 260 | 0.00 | 2.15 | 0.21 | 0.773 | 215 | 0.00 | -0.017 | -0.093 | 0.022 |
| put | 270 | 0.00 | 0.70 | 0.31 | 0.671 | 278 | 1.00 | -0.019 | -0.090 | 0.024 |
| put | 280 | 0.00 | 2.25 | 0.05 | 0.577 | 56.00 | 0.00 | -0.022 | -0.088 | 0.027 |
| put | 290 | 0.00 | 2.30 | 0.20 | 0.479 | 34.00 | 0.00 | -0.026 | -0.084 | 0.031 |
| put | 300 | 0.00 | 0.25 | 0.27 | 0.381 | 37.00 | 2.00 | -0.032 | -0.079 | 0.037 |
| put | 310 | 0.05 | 1.50 | 0.69 | 0.441 | 8.00 | 0.00 | -0.125 | -0.263 | 0.107 |
| put | 320 | 0.10 | 2.35 | 0.65 | 0.366 | 6.00 | 0.00 | -0.208 | -0.304 | 0.150 |
| put | 330 | 2.50 | 3.80 | 2.75 | 0.280 | 4.00 | 1.00 | -0.377 | -0.336 | 0.198 |
| put | 340 | 6.50 | 9.50 | 5.70 | 0.304 | 7.00 | 0.00 | -0.625 | -0.334 | 0.198 |
| put | 350 | 15.30 | 18.00 | 10.50 | 0.376 | 2.00 | 0.00 | -0.809 | -0.251 | 0.142 |
| put | 360 | 24.20 | 27.50 | 0.00 | 0.464 | 0.00 | 0.00 | -0.860 | -0.268 | 0.116 |
| put | 370 | 34.10 | 37.40 | 0.00 | 0.542 | 0.00 | 0.00 | -0.886 | -0.283 | 0.101 |
| put | 380 | 44.10 | 47.40 | 39.50 | 0.643 | 1.00 | 0.00 | -0.900 | -0.302 | 0.092 |
| put | 390 | 54.10 | 57.40 | 51.35 | 0.687 | 0.00 | 0.00 | -0.910 | -0.323 | 0.084 |
| put | 400 | 64.10 | 67.30 | 61.33 | 0.757 | 1.00 | 0.00 | -0.918 | -0.337 | 0.078 |
| put | 410 | 74.10 | 77.20 | 71.33 | 0.821 | 0.00 | 0.00 | -0.924 | -0.349 | 0.074 |
| put | 420 | 84.10 | 87.20 | 0.00 | 0.896 | 0.00 | 0.00 | -0.929 | -0.359 | 0.070 |
| put | 430 | 94.10 | 97.60 | 0.00 | 1.083 | 0.00 | 0.00 | -0.933 | -0.366 | 0.067 |
| put | 440 | 104.1 | 107.2 | 0.00 | 1.106 | 0.00 | 0.00 | -0.936 | -0.373 | 0.065 |
Latest SEC filings
30| Filed | Form | Description | Period | Link |
|---|---|---|---|---|
| 2026-11-09 | 8-K | Current report | 2026-11-09 | SEC |
| 2026-11-09 | 424B7 | SEC | ||
| 2026-11-06 | 8-K | Current report | 2026-11-06 | SEC |
| 2026-10-30 | 8-K | Current report | 2026-10-29 | SEC |
| 2026-10-30 | 424B5 | SEC | ||
| 2026-10-29 | FWP | Filing under Securities Act Rule 163/433 of free writing prospectuses. | SEC | |
| 2026-10-29 | 424B5 | SEC | ||
| 2026-10-26 | 10-Q | Quarterly report pursuant to Section 13 or 15(d) | 2026-09-30 | SEC |
| 2026-10-26 | 8-K | Current report | 2026-10-26 | SEC |
| 2026-10-07 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-06 | SEC |
| 2026-10-07 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-06 | SEC |
| 2026-10-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-30 | SEC |
| 2026-10-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-30 | SEC |
| 2026-10-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-30 | SEC |
| 2026-10-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-10-02 | SEC |
| 2026-10-02 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-30 | SEC |
| 2026-09-16 | 8-K | Current report | 2026-09-16 | SEC |
| 2026-09-14 | 8-K | Current report | 2026-09-14 | SEC |
| 2026-09-10 | 8-K | Current report | 2026-09-09 | SEC |
| 2026-09-10 | 424B5 | SEC | ||
| 2026-09-09 | FWP | Filing under Securities Act Rule 163/433 of free writing prospectuses. | SEC | |
| 2026-09-09 | 424B5 | SEC | ||
| 2026-09-09 | POSASR | Post-effective amendment to an automatic shelf registration statement of Form S-3ASR or Form F-3ASR | SEC | |
| 2026-09-03 | 4 | Statement of changes in beneficial ownership of securities | 2026-09-01 | SEC |
| 2026-09-01 | 8-K | Current report | 2026-08-31 | SEC |
| 2026-08-18 | 3 | Initial statement of beneficial ownership of securities | 2026-08-17 | SEC |
| 2026-08-14 | 4 | Statement of changes in beneficial ownership of securities | 2026-08-13 | SEC |
| 2026-08-13 | 144 | Filing for proposed sale of securities under Rule 144. | SEC | |
| 2026-08-12 | SCHEDULE 13G | SEC | ||
| 2026-08-10 | 8-K | Current report | 2026-08-04 | SEC |
Insider activity by month
| Month | Bought | Buys | Sold | Sells |
|---|---|---|---|---|
| 2026-11 | 0 | 0 | 0 | 0 |
| 2026-10 | 0 | 0 | 0 | 0 |
| 2026-09 | 0 | 0 | 0 | 0 |
| 2026-08 | 0 | 0 | 463.13K | 1 |
| 2026-07 | 0 | 0 | 0 | 0 |
| 2026-06 | 0 | 0 | 308.57K | 1 |
| 2026-05 | 0 | 0 | 0 | 0 |
| 2026-04 | 0 | 0 | 0 | 0 |
| 2026-03 | 0 | 0 | 0 | 0 |
| 2026-02 | 0 | 0 | 0 | 0 |
| 2026-01 | 0 | 0 | 0 | 0 |
| 2025-12 | 0 | 0 | 0 | 0 |
| 2025-11 | 0 | 0 | 0 | 0 |
Institutional holders
| Manager | % owned |
|---|---|
| BlackRock, Inc. | 9.83% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.75% |
| VANGUARD CAPITAL MANAGEMENT LLC | 5.88% |
| STATE STREET CORP | 5.77% |
| Capital International Investors | 5.41% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 3.26% |
| COHEN & STEERS, INC. | 2.98% |
| NORGES BANK | 2.47% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.45% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.89% |
Funds
| Fund | % owned |
|---|---|
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | 7.07% |
| VANGUARD INSTITUTIONAL INTERMEDIATE-TERM BOND FUND | 6.72% |
| Invesco BulletShares 2026 Corporate Bond ETF | 6.02% |
| iShares iBonds Dec 2026 Term Corporate ETF | 4.79% |
| Ultra-Short Fixed Income Fund | 4.64% |
| Income Fund of America | 4.35% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | 4.17% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | 3.69% |
| VANGUARD SHORT-TERM BOND INDEX FUND | 3.55% |
| American Balanced Fund | 3.46% |
OakChart. PSA. Cached 15 minutes.