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Extra Space Storage Q4 EPS $2.08 Beats → $1.62 Q1 Dividend, FY2026 EPS Guided $8.05-8.35

Extra Space Storage reported Q4 2025 EPS of $2.08, beating consensus estimates, and declared a $1.62 Q1 2026 dividend while providing FY2026 EPS guidance of $8.05-8.35, reflecting stabilization in the self-storage sector after a period of oversupply-driven pricing pressure. Analysts hold a Buy consensus with an average price target of $170.00 as the self-storage leader benefits from its Life Storage acquisition integration and same-store revenue recovery. Risks include continued self-storage supply pressure in key markets, potential move-out acceleration if economic conditions soften, and rising property insurance costs.