TRNO
Terreno Realty Corp
$67.27
+0.92%
$7.2B
No data for this timeframe.
Vol
Market Cap$7.2B
Cap SizeMid Cap
Analyst ConsensusBuy (67%)
Inst. Holders50 funds
Inst. Value$4.5B
Inst. Activity12 buys / 6 sells
Insider Activity0B / 1S
Insider Net $-$461.9K
SEC Reports7
Recent Activity
Jun 10, 2026
short_volume
Short Volume: TRNO — 73.1% short (0.4M / 0.5M)
Short: 384,842 | Exempt: 43,740 | TRF Vol: 526,121 | Short Ratio: 73.1% | Off-exchange volume (dark
May 5, 2026
Insider
Oh Irene H was granted 2,462 shares
Director
May 5, 2026
Insider
VON MUEHLEN CONSTANCE E was granted 2,462 shares
Director
May 5, 2026
Insider
PASQUALE DOUGLAS M was granted 2,462 shares
Director
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.
JANUS HENDERSON GROUP PLC — DOUBLED
642,749 shares ($39.5M)
Price Targets
$70.06
+4.1% upside
Hold
Current $67.27
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 |
|---|---|---|
| BlackRock, Inc. | $1.1B | — |
| FMR LLC | $705.6M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $633.7M | — |
| STATE STREET CORP | $359.3M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $284.9M | — |
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 |
50 institutional holders with $4.5B total value (73,489,080 shares) as of 2026-Q1. Top holders: BlackRock,, FMR, VANGUARD. Net buying activity: 12 institutions added/increased vs 6 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 17,798,722 | $1.1B | 24.2% | — |
| 2 | FMR LLC | 11,488,647 | $705.6M | 15.6% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 10,317,837 | $633.7M | 14.0% | — |
| 4 | STATE STREET CORP | 5,802,132 | $359.3M | 8.0% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 4,637,985 | $284.9M | 6.3% | — |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,142,494 | $131.6M | 2.9% | — |
| 7 | DIMENSIONAL FUND ADVISORS LP | 1,584,304 | $97.3M | 2.2% | — |
| 8 | MORGAN STANLEY | 1,541,403 | $94.7M | 2.1% | — |
| 9 | Invesco Ltd. | 1,499,749 | $92.1M | 2.0% | — |
| 10 | GOLDMAN SACHS GROUP INC | 1,097,278 | $67.4M | 1.5% | — |
| 11 | SCHRODER INVESTMENT MANAGEMENT GROUP | 1,035,768 | $62.8M | 1.4% | — |
| 12 | Legal & General Group Plc | 919,753 | $56.5M | 1.3% | — |
| 13 | TWO SIGMA INVESTMENTS, LP | 913,742 | $56.1M | 1.2% | ADD +63.0% |
| 14 | BANK OF AMERICA CORP /DE/ | 912,214 | $56.0M | 1.2% | — |
| 15 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 828,614 | $50.9M | 1.1% | — |
| 16 | WELLINGTON MANAGEMENT GROUP LLP | 777,525 | $47.8M | 1.1% | — |
| 17 | VANGUARD FIDUCIARY TRUST CO | 674,331 | $41.4M | 0.9% | — |
| 18 | JANUS HENDERSON GROUP PLC | 642,749 | $39.5M | 0.9% | DOUBLED +1252.5% |
| 19 | CONGRESS ASSET MANAGEMENT CO | 615,766 | $37.8M | 0.8% | — |
| 20 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 584,634 | $35.9M | 0.8% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | DOUBLED | 47,524 | 642,749 | +1252.5% | $39.5M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | ADD | 171,222 | 255,246 | +49.1% | $15.7M | 2026-Q1 |
| APG Asset Management US Inc. | NEW | — | 245,177 | — | $15.1M | 2026-Q1 |
| Nuveen, LLC | TRIM | 685,057 | 223,566 | -67.4% | $13.7M | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | ADD | 170,733 | 213,592 | +25.1% | $13.1M | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | ADD | 106,766 | 165,404 | +54.9% | $10.2M | 2026-Q1 |
| BROOKFIELD Corp /ON/ | DOUBLED | 8,856 | 136,936 | +1446.3% | $8.4M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | DOUBLED | 42,732 | 117,125 | +174.1% | $7.2M | 2026-Q1 |
| Verition Fund Management LLC | DOUBLED | 14,400 | 107,800 | +648.6% | $6.6M | 2026-Q1 |
| M&T BANK CORP | DOUBLED | 4,169 | 20,139 | +383.1% | $1.2M | 2026-Q1 |
| Vanguard Personalized Indexing Management, LLC | ADD | 9,583 | 12,048 | +25.7% | $740.0K | 2026-Q1 |
| HighTower Advisors, LLC | ADD | 6,283 | 8,713 | +38.7% | $535.2K | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | TRIM | 9,379 | 6,723 | -28.3% | $412.9K | 2026-Q1 |
| Swiss Life Asset Management Ltd | ADD | 4,702 | 5,910 | +25.7% | $363.0K | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. | TRIM | 3,019 | 2,128 | -29.5% | $130.7K | 2026-Q1 |
| FIL Ltd | TRIM | 1,367 | 889 | -35.0% | $54.6K | 2026-Q1 |
| DANSKE BANK A/S | NEAR_EXIT | 900 | 100 | -88.9% | $6.1K | 2026-Q1 |
| NORGES BANK | EXIT | 2,865,291 | 0 | -100.0% | $0.00 | 2026-Q1 |
| NORGES BANK | NEW | — | 2,865,291 | — | $168.2M | 2025-Q4 |
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 64,757 | 407,497 | +529.3% | $23.9M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 230,608 | 375,907 | +63.0% | $22.1M | 2025-Q4 |
| STRS OHIO | ADD | 286,300 | 363,700 | +27.0% | $21.4M | 2025-Q4 |
| DEUTSCHE BANK AG\ | NEW | — | 227,651 | — | $13.4M | 2025-Q4 |
| TUDOR INVESTMENT CORP ET AL | DOUBLED | 38,967 | 171,222 | +339.4% | $10.1M | 2025-Q4 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | ADD | 54,536 | 106,766 | +95.8% | $6.3M | 2025-Q4 |
7 unique insiders with 7 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 | AWARD | 2,462 | — | — |
| May 5, 2026 | VON MUEHLEN CONSTANCE E | Director | AWARD | 2,462 | — | — |
| May 5, 2026 | PASQUALE DOUGLAS M | Director | AWARD | 2,462 | — | — |
| May 5, 2026 | DONAHUE PAUL JOSEPH | Director | AWARD | 2,462 | — | — |
| May 5, 2026 | Boston Gary N | Director | AWARD | 2,462 | — | — |
| May 5, 2026 | CARLSON LEROY E | Director | AWARD | 2,462 | — | — |
| 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
+4.1% upside
Hold (2.17)
$56.00 Low
$80.00 High
| Metric | Value |
|---|---|
| Current Price | $67.27 |
| 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.
Jun 10, 2026
short_volume
Short Volume: TRNO — 73.1% short (0.4M / 0.5M)
Short: 384,842 | Exempt: 43,740 | TRF Vol: 526,121 | Short Ratio: 73.1% | Off-exchange volume (dark pool + OTC)
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