TR
TRNO
Terreno Realty Corp
$66.93
+4.89%
$6.8B
No data for this timeframe.
Vol
Market Cap$6.8B
Cap SizeMid Cap
Analyst ConsensusBuy (67%)
Inst. Holders8 funds
Inst. Value$2.0B
Inst. Activity2 buys / 0 sells
Insider Activity0B / 1S
Insider Net $-$461.9K
SEC Reports7
Recent Activity
May 13, 2026
short_interest
FTD: TRNO — 123,917 shares ($8.2M) failed to deliver
Settlement: 20260513, Price: $65.91, FTD Value: $8,167,369.47, TERRENO REALTY CORPORATION COM
May 5, 2026
Insider
Oh Irene H sold 2,462 shares
Director @ $0.00 ($0.00)
May 5, 2026
Insider
VON MUEHLEN CONSTANCE E sold 2,462 shares
Director @ $0.00 ($0.00)
May 5, 2026
Insider
PASQUALE DOUGLAS M sold 2,462 shares
Director @ $0.00 ($0.00)
Apr 16, 2026
SEC
Goldman Sachs upgraded the stock to Buy from Neutral with a $77 price target, up from $65, implying 18.5% upside from cu
ANALYST-UPGRADE — Impact 8/10
Apr 16, 2026
SEC
Cantor Fitzgerald initiates coverage on TRNO with an Overweight rating and $70 price target. The firm has a 48.7% accura
ANALYST-UPGRADE — Impact 7/10
Apr 16, 2026
SEC
Baird upgraded the stock to Outperform from Neutral with a $64 price target, up from $63, marking a rare double upgrade.
ANALYST-UPGRADE — Impact 7/10
Inst.
NORGES BANK — NEW
2,865,291 shares ($168.2M)
Price Targets
$70.06
+4.7% upside
Hold
Current $66.93
Low $56.00
Median $70.00
High $80.00
17 analysts
$56.00
$80.00
Analyst Ratings
6Strong Buy
10Buy
7Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| May 21, 2026 | Scotiabank | MAINTAIN | Sector Outperform → Sector Outperform |
| Feb 10, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| Feb 9, 2026 | Piper Sandler | MAINTAIN | Overweight → Overweight |
| Feb 9, 2026 | Keybanc | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.40 ▲ +29.0% | $0.40 — $0.40 | 7% YoY | 1 |
| Next Q | $0.44 ▲ +29.4% | $0.44 — $0.44 | 12% YoY | 1 |
| Current FY | $1.96 ▲ +49.6% | $1.96 — $1.96 | 23% YoY | 1 |
| Next FY | $1.73 ▲ +13.1% | $1.60 — $1.85 | -12% YoY | 2 |
Latest Reports
BULLISH
ANALYST-UPGRADE
8/10
Goldman Sachs upgraded the stock to Buy from Neutral with a $77 price target, up from $65, implying 18.5% upside from cu
Apr 16, 2026
BULLISH
ANALYST-UPGRADE
7/10
Baird upgraded the stock to Outperform from Neutral with a $64 price target, up from $63, marking a rare double upgrade.
Apr 16, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $917.9M | — |
| FMR LLC | $634.1M | — |
| NORGES BANK | $168.2M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $122.1M | NEW |
| MORGAN STANLEY | $94.1M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 5, 2026 | Oh Irene | A | $0.00 |
| May 5, 2026 | VON MUEHLEN | A | $0.00 |
| May 5, 2026 | PASQUALE DOUGLAS | A | $0.00 |
| May 5, 2026 | DONAHUE PAUL | A | $0.00 |
| May 5, 2026 | Boston Gary | A | $0.00 |
8 institutional holders with $2.0B total value (34,366,448 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, NORGES. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 15,635,304 | $917.9M | 45.5% | — |
| 2 | FMR LLC | 10,801,378 | $634.1M | 31.4% | — |
| 3 | NORGES BANK | 2,865,291 | $168.2M | 8.3% | NEW |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,078,910 | $122.1M | 6.0% | NEW |
| 5 | MORGAN STANLEY | 1,603,575 | $94.1M | 4.7% | — |
| 6 | BANK OF AMERICA CORP /DE/ | 748,867 | $44.0M | 2.2% | ADD +31.3% |
| 7 | TWO SIGMA INVESTMENTS, LP | 375,907 | $22.1M | 1.1% | ADD +63.0% |
| 8 | WELLS FARGO & COMPANY/MN | 257,216 | $15.1M | 0.7% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 2,865,291 | — | $168.2M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 230,608 | 375,907 | +63.0% | $22.1M | 2025-Q4 |
| UBS Group AG | DOUBLED | 288,335 | 599,894 | +108.1% | $34.0M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | ADD | 142,013 | 230,608 | +62.4% | $13.1M | 2025-Q3 |
| NORGES BANK | EXIT | 2,791,591 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 2,791,591 | — | $156.5M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | ADD | 618,793 | 812,348 | +31.3% | $45.5M | 2025-Q2 |
| UBS Group AG | TRIM | 451,747 | 288,335 | -36.2% | $16.2M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 236,561 | 142,013 | -40.0% | $8.0M | 2025-Q2 |
| UBS Group AG | TRIM | 698,593 | 451,747 | -35.3% | $28.6M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 74,333 | 236,561 | +218.2% | $15.0M | 2025-Q1 |
| CITADEL ADVISORS LLC | NEW | — | 33,580 | — | $2.1M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 17,700 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | EXIT | 994,560 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 91,266 | 698,593 | +665.4% | $41.3M | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 17,700 | — | $1.0M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,727,893 | — | $115.5M | 2024-Q3 |
7 unique insiders with 1 transactions. Net insider value: -$461.9K ($0.00 bought, $461.9K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 5, 2026 | Oh Irene H | Director | A | 2,462 | $0.00 | $0.00 |
| May 5, 2026 | VON MUEHLEN CONSTANCE E | Director | A | 2,462 | $0.00 | $0.00 |
| May 5, 2026 | PASQUALE DOUGLAS M | Director | A | 2,462 | $0.00 | $0.00 |
| May 5, 2026 | DONAHUE PAUL JOSEPH | Director | A | 2,462 | $0.00 | $0.00 |
| May 5, 2026 | Boston Gary N | Director | A | 2,462 | $0.00 | $0.00 |
| May 5, 2026 | CARLSON LEROY E | Director | A | 2,462 | $0.00 | $0.00 |
| Feb 9, 2026 | Cannon Jaime Jackson | CFO | SELL | 7,000 | $65.99 | $461.9K |
7 SEC filing reports analyzed. Sentiment: 4 bullish, 0 bearish, 1 mixed, 2 neutral. Avg impact: 5.1/10.
BULLISH
ANALYST-UPGRADE
8/10
Goldman Sachs upgraded the stock to Buy from Neutral with a $77 price target, up from $65, implying
Apr 16, 2026
BULLISH
ANALYST-UPGRADE
7/10
Baird upgraded the stock to Outperform from Neutral with a $64 price target, up from $63, marking a
Apr 16, 2026
BULLISH
ANALYST-UPGRADE
7/10
Cantor Fitzgerald initiates coverage on TRNO with an Overweight rating and $70 price target. The fir
Apr 16, 2026
BULLISH
ANALYST-UPGRADE
2/10
Baird Upgrades TRNO to Outperform — PT $64 (+0.5%)
Jun 2, 2026
NEUTRAL
ANALYST-UPGRADE
4/10
BMO Capital initiates coverage on TRNO with a Market Perform rating and $71 price target. The firm's
Apr 16, 2026
MIXED
ANALYST-UPGRADE
5/10
Deutsche Bank initiates coverage on TRNO with a Hold rating and $60 price target. The firm has a 57.
Apr 16, 2026
NEUTRAL
DEFA14A
3/10
Terreno Realty Corp (TRNO) has filed its definitive proxy statement (DEFA14A) for its 2026 Annual Me
Mar 20, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (67% buy). Based on 24 analysts: 6 strong buy, 10 buy, 7 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$70.06 mean target
+4.7% upside
Hold (2.17)
$56.00 Low
$80.00 High
| Metric | Value |
|---|---|
| Current Price | $66.93 |
| Target Low | $56.00 |
| Target Mean | $70.06 |
| Target Median | $70.00 |
| Target High | $80.00 |
| # Analysts | 17 |
| Recommendation | Hold (2.17) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.40 | $0.40 | $0.40 | 7.1% | +29.0% | 1↑ 0↓ | $0.1B | 13.9% | 1 |
| Next Q 2026-09-30 |
$0.44 | $0.44 | $0.44 | 12.1% | +29.4% | 1↑ 0↓ | $0.1B | 12.6% | 1 |
| Current FY 2026-12-31 |
$1.96 | $1.96 | $1.96 | 23.4% | +49.6% | 1↑ 0↓ | $0.5B | 8.0% | 1 |
| Next FY 2027-12-31 |
$1.73 | $1.60 | $1.85 | -11.9% | +13.1% | 1↑ 0↓ | $0.6B | 11.5% | 2 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.400 | |
| 7d ago | $0.344 | +0.056 |
| 30d ago | $0.310 | +0.090 |
| 60d ago | $0.310 | +0.090 |
| 90d ago | $0.310 | +0.090 |
8 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| May 21, 2026 | Scotiabank | MAINTAIN | Sector Outperform | Sector Outperform |
| Feb 10, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Feb 9, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Feb 9, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Feb 6, 2026 | Citizens | MAINTAIN | Market Outperform | Market Outperform |
| Feb 6, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | Overweight |
| Jan 14, 2026 | Scotiabank | MAINTAIN | Sector Outperform | Sector Outperform |
| Jan 8, 2026 | Baird | UPGRADE | Neutral | Outperform |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 6 | 10 | 7 | 1 | 0 | 67% | |
| May 1, 2026 | 6 | 10 | 7 | 1 | 0 | 67% | |
| Apr 1, 2026 | 6 | 10 | 7 | 1 | 0 | 67% | |
| Mar 1, 2026 | 6 | 10 | 7 | 1 | 0 | 67% | |
| Feb 1, 2026 | 6 | 10 | 7 | 1 | 0 | 67% | |
| Jan 1, 2026 | 4 | 10 | 8 | 1 | 0 | 61% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 13, 2026
short_interest
FTD: TRNO — 123,917 shares ($8.2M) failed to deliver
Settlement: 20260513, Price: $65.91, FTD Value: $8,167,369.47, TERRENO REALTY CORPORATION COM
May 6, 2026
earnings_calendar
TRNO Q1 2026 Earnings Scheduled — 2026-05-06