National Storage Affiliates Trust $NSA Shares Bought by Ontario Teachers Pension Plan Board
The Ontario Teachers Pension Plan Board increased its stake in National Storage Affiliates Trust (NYSE:NSA) by 35.5% in Q3, now holding 200,695 shares valued at $6.07 million. The company recently announced a quarterly dividend of $0.57 per share, yielding 6.6%, though its payout ratio of 373.77% raises sustainability concerns. NSA currently has a "Reduce" consensus rating from analysts with an average target price of $32.30.
National Storage Affiliates Trust (NSA) Expected to Announce Quarterly Earnings on Wednesday
National Storage Affiliates Trust (NSA) is scheduled to announce its Q4 2025 earnings after the market closes on Wednesday, February 25th. Analysts anticipate the company will report earnings of $0.55 per share and revenue of $187.2410 million. The report also details NSA's stock performance, recent dividend declaration, new analyst price targets, and institutional investor activity.
Heartland Advisors Inc. Buys 207,300 Shares of National Storage Affiliates Trust $NSA
Heartland Advisors Inc. has significantly increased its stake in National Storage Affiliates Trust (NSA) by 47.2% in the third quarter, adding 207,300 shares to own a total of 646,200 shares valued at approximately $19.53 million. Despite this increased institutional interest, analyst sentiment for NSA remains cautious, with a consensus "Reduce" rating and an average price target of $32.30. The company also declared a quarterly dividend of $0.57 per share, representing an annualized yield of 6.8%, but its high payout ratio of 373.77% raises concerns about its sustainability.
TimesSquare Capital Management LLC Sells 46,961 Shares of National Storage Affiliates Trust $NSA
TimesSquare Capital Management LLC reduced its stake in National Storage Affiliates Trust (NYSE:NSA) by 6.2% in the third quarter, selling 46,961 shares and holding a total of 713,952 shares worth $21.58 million. Despite this, National Storage Affiliates Trust declared a quarterly dividend of $0.57 per share, yielding 6.8%. Analysts maintain a cautious outlook with a consensus "Reduce" rating and a target price of $32.30.
Is National Storage Affiliates Trust (NSA) Pricing Look Attractive After Recent Share Price Moves
This article analyzes the valuation of National Storage Affiliates Trust (NSA) based on its recent share price performance. Using a Discounted Cash Flow (DCF) model, the stock appears to be undervalued by approximately 16.9%, with an intrinsic value of $40.26 per share compared to its current price of US$33.47. However, its Price/Earnings (P/E) ratio of 54.65x is significantly higher than the industry average, suggesting it might be overvalued by this metric.
Is National Storage Affiliates Trust (NSA) Pricing Look Attractive After Recent Share Price Moves
This article analyzes National Storage Affiliates Trust (NSA) stock valuation. A Discounted Cash Flow (DCF) analysis suggests NSA is undervalued by 16.9% at $40.26 per share, while a Price-to-Earnings (P/E) ratio analysis indicates it is overvalued compared to its industry and a calculated Fair Ratio. The article concludes by introducing "Narratives" as a way for investors to create personalized future revenue, earnings, and margin forecasts to determine fair value.
Behavioral Patterns of NSA and Institutional Flows
This article analyzes National Storage Affiliates Trust (NYSE: NSA) using AI models to determine institutional flows and behavioral patterns. It details near-term sentiment, broader alignment, and potential downside risk, offering specific position trading, momentum breakout, and risk hedging strategies with entry and exit points. The analysis also provides multi-timeframe signal strengths, support, and resistance levels for NSA.
National Storage Affiliates Trust Announces Quarterly Dividends
National Storage Affiliates Trust (NSA) has announced its quarterly cash dividends for the first quarter of 2026. This includes a dividend of $0.57 per common share and $0.375 per share for both its Series A and Series B Cumulative Redeemable Preferred Shares. The company also stated that its management plans to participate in Citi’s 2026 Global Property CEO Conference in March 2026.
National Storage Affiliates Trust Keeps Quarterly Dividend at $0.57 per Share, Payable March 31 to Holders of Record March 13
National Storage Affiliates Trust has declared a quarterly dividend of $0.57 per share. This dividend will be payable on March 31 to shareholders who are on record as of March 13. The announcement was made on February 12, 2026.
National Storage Affiliates Trust Announces Quarterly Dividends
National Storage Affiliates Trust (NSA) has declared regular cash dividends for the first quarter of 2026. This includes a common share dividend of $0.57, and dividends of $0.375 per share for both its 6.000% Series A and Series B Cumulative Redeemable Preferred Shares. The company also announced its participation in Citi’s 2026 Global Property CEO Conference in March 2026.
National Storage Affiliates Trust (NYSE:NSA) Given Average Rating of "Reduce" by Analysts
National Storage Affiliates Trust (NYSE:NSA) has received a consensus "Reduce" rating from analysts, with 3 sell ratings and 10 hold ratings, and an average one-year target price of $32.30. The REIT's dividend yield is 6.9%, but its payout ratio is high at 373.77%, and it carries significant debt. Institutional investors own nearly all shares, and the stock is trading near $32.87.
A Look At National Storage Affiliates Trust (NSA) Valuation After Recent Share Price Momentum
National Storage Affiliates Trust (NSA) has experienced recent momentum, with a 9.3% one-month return and an 8.7% one-year return. Despite trading near analyst targets and showing a 20% intrinsic discount estimate, its P/E ratio of 52.5x is significantly higher than its industry average and fair ratio, raising questions about its valuation. The company is currently estimated to be 3% undervalued with a narrative fair value of US$33.17, although competitive pressures and expense growth are noted as potential concerns.
A Look At National Storage Affiliates Trust (NSA) Valuation After Recent Share Price Momentum
National Storage Affiliates Trust (NSA) has shown recent momentum with a 9.3% one-month return, trading at US$32.16. While analysts estimate a fair value of US$33.17, indicating it's slightly undervalued, its high P/E ratio of 52.5x compared to the industry average suggests a premium that could reduce the margin for error. The article encourages investors to conduct further research into the company's risks, rewards, and long-term prospects.
National Storage Affiliates Trust (NSA): A Bull Case Theory
This article summarizes a bullish investment thesis for National Storage Affiliates Trust (NSA), highlighting its current undervalued state and potential for recovery. The company operates in the self-storage sector, which is expected to benefit from favorable supply-demand dynamics as housing turnover recovers and new supply decreases. Despite recent underperformance, NSA shows early signs of recovery, offering a significant upside potential and an attractive dividend yield.
Investors Await National Storage Affiliates’ Fourth Quarter Results
National Storage Affiliates is set to release its fourth-quarter 2025 financial results on February 26, 2026. Investors will be scrutinizing the report for year-end profitability and insights into the operational progress of its strategic expansion, particularly a new $350 million joint venture aimed at value-add projects in high-growth markets. The broader self-storage sector's resilience and the company's occupancy rates will also be key areas of focus.
Investors Await National Storage Affiliates’ Fourth Quarter Results
National Storage Affiliates (REIT) is set to release its Q4 2025 financial results on February 26, 2026, with investors focusing on the operational implementation of its expansion strategy and year-end profitability. A key development is a joint venture with Investment Real Estate Management (IRE) for $350 million, targeting value-add projects, with National Storage Affiliates committing up to $105 million for a 10% annual return. The report will also shed light on how the company is navigating macroeconomic conditions and housing market trends affecting the self-storage sector.
AlphaQuest LLC Lowers Stock Holdings in National Storage Affiliates Trust $NSA
AlphaQuest LLC significantly reduced its stake in National Storage Affiliates Trust (NYSE:NSA) by 39.4% in Q3, selling over 33,000 shares. Despite the sell-off, institutional investors still own a substantial 99.97% of the company. Analysts have a "Reduce" consensus rating on NSA with a target price of $32.50, and while the stock offers a high dividend yield, its payout ratio raises concerns about sustainability.
Mitsubishi UFJ Trust & Banking Corp Boosts Holdings in National Storage Affiliates Trust $NSA
Mitsubishi UFJ Trust & Banking Corp significantly increased its stake in National Storage Affiliates Trust (NYSE:NSA) by 258%, acquiring an additional 85,382 shares. The company now holds 118,476 shares valued at approximately $3.58 million, contributing to the nearly 100% institutional ownership. Despite strong institutional interest, analysts maintain a "Reduce" rating with a consensus price target of $32.50, citing high leverage and a 7.2% dividend yield, which raises questions about sustainability.
National Storage Affiliates Trust stock rating upgraded by Wolfe Research
Wolfe Research has upgraded National Storage Affiliates Trust (NYSE:NSA) from Underperform to Peerperform, citing signs that the company's earnings are stabilizing after a period of decline. Despite a high P/E ratio, the stock may be undervalued according to InvestingPro data, and it boasts an 11-year dividend growth streak with a 6.98% yield. This upgrade follows a mixed third-quarter 2025 earnings report and a similar upgrade from Morgan Stanley, indicating a more positive analyst outlook for the self-storage REIT.
Y Intercept Hong Kong Ltd Trims Position in National Storage Affiliates Trust $NSA
Y Intercept Hong Kong Ltd significantly reduced its stake in National Storage Affiliates Trust (NYSE:NSA) by 50.5% in the third quarter of 2025, selling 69,784 shares and retaining 68,353 shares valued at approximately $2.07 million. Despite this trimming, institutional ownership remains high at 99.97%, with other major firms like Balyasny, Long Pond, and Prudential increasing their positions. Analysts, however, maintain a cautious "Reduce" rating with an average $32.50 price target, noting concerns about the company's high payout ratio (373.8%) and elevated debt-to-equity ratio (2.74), even as the stock offers a 7.2% yield.
Strs Ohio Purchases 60,400 Shares of National Storage Affiliates Trust $NSA
Strs Ohio significantly increased its stake in National Storage Affiliates Trust (NYSE:NSA) by 3,588.8%, purchasing 60,400 shares and now owning 62,083 shares valued at $1.876 million. Despite a 7.1% dividend yield, the company faces potential dividend risk due to an unsustainably high payout ratio of 373.77%. Analyst sentiment for NSA is mixed to weak, with a consensus "Reduce" rating and an average price target of $32.50.
Universal Beteiligungs und Servicegesellschaft mbH Increases Stake in National Storage Affiliates Trust $NSA
Universal Beteiligungs und Servicegesellschaft mbH has increased its stake in National Storage Affiliates Trust (NSA) by 20.4%, bringing its total holding to 203,794 shares valued at $6.159 million. This adjustment raises the company's stake to 0.27%, contributing to institutional investors' nearly 100% ownership of NSA. Despite beating earnings estimates with $0.57 EPS and $188.7 million in revenue, NSA faces potential sustainability concerns due to a 7.2% dividend yield and a consensus "Reduce" rating from analysts.
National Storage Affiliates Trust stock rating upgraded by Wolfe Research
Wolfe Research has upgraded National Storage Affiliates Trust (NSA) stock from Underperform to Peerperform, citing signs of stabilizing earnings after a period of decline. Despite recent earnings shortfalls, the REIT has a notable 11-year dividend growth streak and a 6.98% dividend yield. Morgan Stanley also upgraded NSA, indicating a more favorable analyst outlook for the company.
Do Strong Q3 Results And New Preferred Equity Program Change The Bull Case For National Storage Affiliates Trust (NSA)?
National Storage Affiliates Trust (NSA) reported strong Q3 2025 results, with improved same-store revenue growth and core FFO per share exceeding expectations. The company also introduced a new preferred equity investment program to fund self-storage deals and strengthen partnerships. These developments, along with positive sector outlook, aim to reinforce NSA's investment narrative of modest growth, high dividends, and manageable balance sheet, despite mixed analyst sentiment and a premium valuation.
NSA Stock: Wolfe Research Upgrades Rating to Peer Perform | NSA
Wolfe Research has upgraded National Storage (NSA) stock rating from "Underperform" to "Peer Perform." This change reflects a more neutral outlook on the company's future market performance, following mixed sentiments from other analysts. National Storage Affiliates Trust (NSA) owns, operates, and acquires self-storage properties across the U.S.
National Storage Affiliates Trust stock rating upgraded by Wolfe Research
Wolfe Research has upgraded National Storage Affiliates Trust (NYSE:NSA) from Underperform to Peerperform, noting signs of earnings stabilization after a period of decline. Despite recent challenges, the REIT boasts an 11-year dividend growth streak and a significant dividend yield. The upgrade, coupled with a recent price target increase from Morgan Stanley, suggests a more favorable outlook for the self-storage company.
Do Strong Q3 Results And New Preferred Equity Program Change The Bull Case For National Storage Affiliates Trust (NSA)?
National Storage Affiliates Trust (NSA) reported strong Q3 2025 results with improved revenue growth and FFO per share exceeding expectations. The company also launched a new preferred equity program to fund self-storage deals, aiming to add fee and income streams without significant balance sheet strain. Investors are now focused on upcoming Q4 2025 results and 2026 guidance to assess whether these positive trends can sustain the company's investment narrative amidst mixed analyst sentiment and a premium valuation.
National Storage Affiliates Trust Announces Date of Fourth Quarter 2025 Earnings Release and Conference Call
National Storage Affiliates Trust (NYSE: NSA) will release its financial results for the fourth quarter ended December 31, 2025, after market close on Wednesday, February 25, 2026. The company will host a conference call and webcast on Thursday, February 26, 2026, at 1:00 p.m. Eastern Time to discuss these results, current market conditions, and future outlook. Management will also participate in Citi’s 2026 Global Property CEO Conference in early March 2026.
Is National Storage Affiliates (NSA) Pricing Reflect Future Cash Flows After Recent Share Price Rebound
This article analyzes National Storage Affiliates Trust (NSA) to determine if its current stock price reflects future cash flows following a recent rebound. Using a Discounted Cash Flow (DCF) model, Simply Wall St suggests NSA is undervalued by 19.5% at US$33.80. However, comparison of its Price-to-Earnings (P/E) ratio with industry and peer averages, and Simply Wall St's proprietary Fair Ratio, indicates the shares might be overvalued through this lens, prompting a mixed valuation perspective for investors.
Does NSA’s New US$350 Million Moove In JV Redefine Its Local-Operator Expansion Strategy?
National Storage Affiliates Trust (NSA) has entered a US$350 million joint venture with an affiliate of Investment Real Estate Management, creating buying capacity for self-storage properties under the Moove In brand. This partnership aims to expand NSA's presence in high-demand markets while leveraging local оператор capabilities. Although the JV provides growth opportunities, NSA still faces challenges such as slower growth, cost pressures, and a competitive supply backdrop in the self-storage market.
OVERSEA CHINESE BANKING Corp Ltd Has $3.71 Million Stake in National Storage Affiliates Trust $NSA
OVERSEA CHINESE BANKING Corp Ltd increased its stake in National Storage Affiliates Trust (NYSE:NSA) by 35.6% in Q3, now owning 122,774 shares valued at $3.71 million. Despite this, analysts are cautious, giving NSA a consensus "Reduce" rating with a target price of $32.20. The company offers a 7.0% dividend yield but has a high payout ratio, and its FY2025 EPS guidance is below sell-side forecasts.
Does NSA’s New US$350 Million Moove In JV Redefine Its Local-Operator Expansion Strategy?
National Storage Affiliates Trust (NSA) announced a US$350 million joint venture with an Investment Real Estate Management affiliate to acquire value-add self-storage properties under the Moove In brand. This partnership aims to expand NSA's presence in growing markets by using a regional operator's local capabilities. While the JV provides external growth capacity, NSA still faces challenges like slower internal growth, cost pressures, and a competitive supply environment.
Does NSA’s New US$350 Million Moove In JV Redefine Its Local-Operator Expansion Strategy?
National Storage Affiliates Trust (NSA) has announced a new US$350 million joint venture with Investment Real Estate Management, expanding its capacity for self-storage acquisitions under the Moove In brand. This partnership aims to leverage regional operators for growth in favorable markets, providing NSA with incremental acquisition capacity while it navigates slower growth and cost pressures. Investors are advised to consider macroeconomic headwinds and operating costs despite the new growth avenue.
National Storage Affiliates (NSA) Target Trimmed at UBS as REITs Head Into 2026 Reset
UBS has lowered its price target for National Storage Affiliates (NSA) to $29 from $30, maintaining a Neutral rating. This adjustment is part of a broader outlook on REITs, with UBS anticipating a 9-11% total return for the sector in 2026, driven by improving macro conditions and easing supply pressures. National Storage Affiliates is also expanding through a new joint venture with Investment Real Estate Management, focusing on value-add self-storage opportunities.
National Storage Affiliates (NSA) Target Trimmed at UBS as REITs Head Into 2026 Reset
UBS has lowered its price target for National Storage Affiliates (NSA) to $29 from $30, maintaining a Neutral rating, as part of a broader outlook on REITs for 2026. The firm anticipates 2026 to be a significant year for the REIT sector with 9%-11% total returns, driven by improving macro conditions and easing supply pressures. National Storage Affiliates is also expanding through a new joint venture with Investment Real Estate Management, leveraging $350 million in buying power for value-add self-storage opportunities.
13 Best Dividend Stocks Paying Over 6%
The article highlights National Storage Affiliates Trust (NYSE:NSA) as a top dividend stock with a 7.27% yield, discussing UBS's adjusted price target and positive outlook for REITs in 2026. It also details NSA's new joint venture with Investment Real Estate Management, which aims to acquire value-add self-storage properties and provides NSA with a 10% preferred return. The company is actively pursuing growth opportunities in the self-storage market.
National Storage Affiliates Trust (NYSE:NSA) Sets New 52-Week Low - Should You Sell?
National Storage Affiliates Trust (NYSE:NSA) recently hit a new 52-week low amidst analyst "Reduce" ratings and a consensus price target of $33.09. The company's Q3 results slightly beat estimates, but revenue was down year-over-year, and FY2025 EPS guidance is below analyst expectations. Despite an 8.1% dividend yield, concerns exist due to an unsustainably high payout ratio and weak liquidity.
National Storage Affiliates Trust (NYSE:NSA) Short Interest Up 30.7% in December
National Storage Affiliates Trust (NYSE:NSA) saw a significant increase in short interest in December, rising 30.7% to 7,316,926 shares, representing 11.0% of shares sold short. Despite a high dividend yield of 8.0%, the payout ratio is elevated at 373.77%, and analyst sentiment remains weak with an average "Reduce" rating and a target price of $33.09. The company's stock traded up 1.2% to $28.44 recently, with a market capitalization of $2.19 billion.
National Storage Affiliates Trust (NYSE:NSA) Sets New 12-Month Low - Here's Why
National Storage Affiliates Trust (NYSE:NSA) recently hit a new 52-week low of $27.47, closing at $27.53. This comes despite the company beating Q3 earnings estimates and announcing a quarterly dividend of $0.57 per share. Analysts have a "Reduce" consensus rating with an average price target of $33.09, noting concerns about the REIT's high payout ratio, elevated leverage, and weak liquidity.
How Moody’s Baa3 Credit Rating and Leverage Profile May Shape National Storage Affiliates (NSA) Investors
Moody's assigned National Storage Affiliates Trust (NSA) a Baa3 credit rating, acknowledging its extensive property portfolio and strong unencumbered asset base, but also noting its elevated leverage. This rating, alongside NSA's reaffirmation of modest 2025 guidance, highlights the importance of leverage and debt servicing for investors, especially regarding dividend sustainability. While the credit rating doesn't change near-term business catalysts, it emphasizes the ongoing risks associated with high leverage amidst rising financing costs and slower growth.
National Storage Affiliates Sees Portfolio Momentum as New Strategies Take Hold
National Storage Affiliates (NYSE: NSA) is experiencing positive momentum across its portfolio as past investments and new strategies, including a preferred equity investment program, begin to pay off. Despite elevated competition in some markets, CEO David Cramer noted stabilization and upward trends, with certain markets showing healthy supply and demand. The company plans to invest approximately $100 million in preferred equity, targeting significant returns by recycling capital from asset sales.
Truist Financial Maintains National Storage Affiliates Trust(NSA.US) With Hold Rating, Announces Target Price $30
Truist Financial analyst Michael Lewis has maintained a Hold rating on National Storage Affiliates Trust (NSA.US) and set a target price of $30. According to TipRanks, Lewis has a 60.1% success rate and an 8.8% average return over the past year. This rating is for informational purposes and not an investment recommendation.
National Storage Affiliates Trust $NSA Position Raised by Balyasny Asset Management L.P.
Balyasny Asset Management L.P. significantly increased its stake in National Storage Affiliates Trust (NYSE:NSA) by 172% in Q2, bringing its total ownership to 3,146,936 shares valued at $100.67 million. Other institutional investors also modified their holdings. The REIT has a $2.29 billion market cap, a dividend yield of 7.7%, and a consensus "Reduce" rating from analysts.
(NSA) Movement as an Input in Quant Signal Sets
This article analyzes National Storage Affiliates Trust (NYSE: NSA), identifying near-term weak sentiment that may lead to a resumption of long-term weakness. It highlights an exceptional 26.6:1 risk-reward setup targeting a 7.3% gain against a 0.3% risk, along with specific trading strategies generated by AI models for different risk profiles. The analysis includes position trading, momentum breakout, and risk hedging strategies, supported by a multi-timeframe signal analysis.
Morgan Stanley upgrades National Storage Affiliates stock to Equalweight By Investing.com
Morgan Stanley upgraded National Storage Affiliates Trust (NYSE:NSA) from Underweight to Equalweight, raising its price target to $32.00. This upgrade reflects the firm's belief that their previous bearish thesis has played out, with the stock now considered appropriately priced and trading at a discount to peers despite some challenges. The company maintains a 7.7% dividend yield and has consistently raised its dividend for 11 years.
Morgan Stanley Upgrades National Storage Affiliates Trust (NSA) to Equalweight
Morgan Stanley analyst Ronald Kamdem has upgraded National Storage Affiliates Trust (NSA) from Underweight to Equalweight, increasing the price target to $32.00 from $30.00. The upgrade is based on the belief that the stock's discount to peers, stemming from its exposure to secondary and tertiary markets and lagged occupancy trends, may now be reflected in its valuation. Kamdem noted early signs of KPI stabilization in 3Q results but still projects the lowest Core FFO growth among peers for 2025-2026.
National Storage Affiliates: Several Catalysts Could Unlock Value In This Oversold REIT
National Storage Affiliates Trust (NSA) is a self-storage REIT currently trading at pandemic-era lows, presenting a value opportunity despite a high payout ratio. While NSA faces near-term challenges from lower occupancy and rising expenses, internalization and capital recycling could improve margins long-term, with potential rate cuts serving as a key catalyst for recovery in self-storage fundamentals from 2026. The author rates NSA a Buy, acknowledging risks like high leverage and competition.
National Storage Affiliates Trust (NSA): Assessing Current Valuation as Shares Rebound from Recent Lows
National Storage Affiliates Trust (NSA) shares have seen a significant decline over the past year but are now showing signs of rebound, raising questions about potential undervaluation. While a fair value estimate of $33.77 suggests it's currently undervalued, its high P/E ratio compared to industry averages and peers warrants caution. The company's recent operational improvements and analyst targets suggest future growth, but macroeconomic pressures remain a risk.
National Storage Affiliates Trust Announces Quarterly Dividends
National Storage Affiliates Trust (NSA) has declared regular cash dividends for the fourth quarter of 2025. These include $0.57 per common share, $0.375 per share on 6.000% Series A Cumulative Redeemable Preferred Shares, and $0.375 per share on 6.000% Series B Cumulative Redeemable Preferred Shares, all payable on December 31, 2025, to shareholders of record on December 15, 2025. NSA management will also participate in upcoming industry conferences in November and December 2025.
National Storage Affiliates’ Existing Customer Length of Stays at All-Time Highs
David Cramer, president and CEO of National Storage Affiliates Trust (NYSE: NSA), discussed the self-storage sector at Nareit’s REITworld: 2023 Annual Conference. Despite challenges from moderating demand, higher interest rates impacting new customers, and entry-level pricing pressure, NSA's existing customer base is healthy, with length of stays at all-time highs. The company maintains a 9% five-year average NOI growth and is investing in technology and talent to optimize revenue management.
