Terreno Realty Corporation

Terreno Realty Corporation

TRNOยทNYSE

$64.10

+0.023%
Real EstateREIT - Industrial

{Terreno Realty Corporation and together with its subsidiaries, the Company) acquires, owns and operates industrial real estate in six major coastal U.S. markets: Los Angeles, Northern New Jersey/New York City, San Francisco Bay Area, Seattle, Miami, and Washington, D.C. All square feet, acres, occupancy and number of properties disclosed in these condensed notes to the consolidated financial statements are unaudited. As of September 30, 2020, the Company owned 219 buildings aggregating approximately 13.1 million square feet, 22 improved land parcels consisting of approximately 85.0 acres and one property under redevelopment expected to contain approximately 0.2 million square feet upon completion. The Company is an internally managed Maryland corporation and elected to be taxed as a real estate investment trust (REIT) under Sections 856 through 860 of the Internal Revenue Code of 1986, as amended (the Code), commencing with its taxable year ended December 31, 2010.}

At a Glance

Live Snapshot
Market Cap$6.81B
EPS3.9300
P/E Ratio14.93
Earnings Date08/05/2026
trno

Terreno Realty Corporation Street Expectations Map

TRNO ยท NYSE

Wall Street analysts project that TRNO stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 70.67, with estimates ranging from a low of 60.00 to a high of 79.00.

Lowest Target
60.00
-6.40%
Consensus Target
70.67
10.25%
Highest Target
79.00
23.24%

The consensus 1-year price target stands at 70.67, with estimates ranging from a low of 60.00 to a high of 79.00.

Analyst Consensus Analysis

Upside Potential

+10.3%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

26.9% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

3.63x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Asymmetric upside: Strong return potential with favorable risk-reward profile. The limited downside relative to upside makes this an attractive risk-adjusted opportunity for growth-oriented portfolios.

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Terreno Realty Corporation Forward Estimates of Revenue

TRNO ยท NYSE
Latest Revenue
476.38M
FY 2025
Avg Estimate
510.08M
FY 2026
Estimate Range
496.64M - 530.67M
Analyst Spread

Forward Growth Analysis

Projected Growth+7.1%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

trno

Terreno Realty Corporation Forward Estimates of Net Income

TRNO ยท NYSE
Latest Net Income
402.99M
FY 2025
Avg Estimate
158.29M
FY 2026
Estimate Range
151.49M - 165.09M
Analyst Spread

Forward Growth Analysis

Projected Growth-60.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Terreno Realty Corporation Forward Estimates of EPS

TRNO ยท NYSE
Latest EPS
3.93
FY 2025
Avg Estimate
$1.64
FY 2026
Estimate Range
$1.58 - $1.72
Analyst Spread

Forward Growth Analysis

Projected Growth-58.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Terreno Realty Corporation Forward Estimates of EBIT

TRNO ยท NYSE
Latest EBIT
435.85M
FY 2025
Avg Estimate
278.04M
FY 2026
Estimate Range
270.71M - 289.26M
Analyst Spread

Forward Growth Analysis

Projected Growth-36.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Terreno Realty Corporation Forward Estimates of EBITDA

TRNO ยท NYSE
Latest EBITDA
557.43M
FY 2025
Avg Estimate
391.62M
FY 2026
Estimate Range
381.30M - 407.43M
Analyst Spread

Forward Growth Analysis

Projected Growth-29.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Terreno Realty Corporation Forward Estimates of SG&A Expense

TRNO ยท NYSE
Latest SG&A Expense
47.27M
FY 2025
Avg Estimate
60.05M
FY 2026
Estimate Range
58.47M - 62.48M
Analyst Spread

Forward Growth Analysis

Projected Growth+27.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread7%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Terreno Realty Corporation Insider Positioning

TRNO ยท NYSE

During the last 12 months, insiders have sold $1.29M worth of TRNO shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

7.0K

461.93K

Net Activity

-462K

-$462K

6-9 Months

Bought

0

0.00

Sold

4.8K

285.24K

Net Activity

-285K

-$285K

9-12 Months

Bought

0

0.00

Sold

10.0K

539.60K

Net Activity

-540K

-$540K

Top Buyers

No buying activity

Top Sellers

1
CMA

Coke Michael A

Director, Officer: President

10.0K sharesโ€ข1 transactions

$540K

2
CJJ

Cannon Jaime Jackson

Officer: Cfo

7.0K sharesโ€ข1 transactions

$462K

3
MJT

Meyer John Tull

Officer: Evp

4.8K sharesโ€ข1 transactions

$285K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $1.29M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

3 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.