NewEdge Wealth LLC Has $1.98 Million Position in Iron Mountain Incorporated $IRM

NewEdge Wealth LLC raised its stake in shares of Iron Mountain Incorporated (NYSE:IRMFree Report) by 41.3% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 19,365 shares of the financial services provider’s stock after acquiring an additional 5,663 shares during the quarter. NewEdge Wealth LLC’s holdings in Iron Mountain were worth $1,978,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in the company. Oregon Public Employees Retirement Fund lifted its holdings in Iron Mountain by 0.3% during the 1st quarter. Oregon Public Employees Retirement Fund now owns 33,889 shares of the financial services provider’s stock valued at $3,461,000 after purchasing an additional 100 shares during the last quarter. Rothschild Investment LLC grew its stake in Iron Mountain by 15.4% during the fourth quarter. Rothschild Investment LLC now owns 780 shares of the financial services provider’s stock worth $65,000 after buying an additional 104 shares during the last quarter. Meeder Advisory Services Inc. increased its holdings in shares of Iron Mountain by 2.9% during the first quarter. Meeder Advisory Services Inc. now owns 3,741 shares of the financial services provider’s stock worth $382,000 after buying an additional 107 shares in the last quarter. Corrado Advisors LLC increased its holdings in shares of Iron Mountain by 0.6% during the fourth quarter. Corrado Advisors LLC now owns 19,856 shares of the financial services provider’s stock worth $1,647,000 after buying an additional 110 shares in the last quarter. Finally, Bank of New Hampshire boosted its holdings in shares of Iron Mountain by 14.5% in the 4th quarter. Bank of New Hampshire now owns 910 shares of the financial services provider’s stock worth $75,000 after acquiring an additional 115 shares in the last quarter. Institutional investors own 80.13% of the company’s stock.

Iron Mountain Stock Up 3.0%

Shares of IRM stock opened at $128.33 on Friday. The firm has a market cap of $38.18 billion, a price-to-earnings ratio of 141.03 and a beta of 1.19. Iron Mountain Incorporated has a 12 month low of $77.77 and a 12 month high of $134.68. The stock has a 50-day moving average price of $125.31 and a 200 day moving average price of $112.45.

Iron Mountain (NYSE:IRMGet Free Report) last released its earnings results on Thursday, April 30th. The financial services provider reported $0.60 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.50 by $0.10. Iron Mountain had a net margin of 3.76% and a negative return on equity of 91.56%. The company had revenue of $1.94 billion for the quarter, compared to the consensus estimate of $1.86 billion. During the same period in the prior year, the company posted $1.17 EPS. The company’s revenue was up 21.5% compared to the same quarter last year. Iron Mountain has set its Q2 2026 guidance at 1.400-1.400 EPS and its FY 2026 guidance at 5.790-5.860 EPS. Sell-side analysts predict that Iron Mountain Incorporated will post 5.4 earnings per share for the current fiscal year.

Iron Mountain Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, July 6th. Shareholders of record on Monday, June 15th were paid a $0.864 dividend. The ex-dividend date of this dividend was Monday, June 15th. This represents a $3.46 dividend on an annualized basis and a yield of 2.7%. Iron Mountain’s dividend payout ratio (DPR) is presently 380.22%.

Insider Transactions at Iron Mountain

In other Iron Mountain news, CEO William L. Meaney sold 38,474 shares of Iron Mountain stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $122.83, for a total transaction of $4,725,761.42. Following the completion of the sale, the chief executive officer owned 38,474 shares of the company’s stock, valued at approximately $4,725,761.42. The trade was a 50.00% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Pamela M. Arway sold 1,892 shares of the company’s stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $128.97, for a total transaction of $244,011.24. Following the sale, the director owned 40,196 shares of the company’s stock, valued at $5,184,078.12. The trade was a 4.50% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 137,260 shares of company stock valued at $17,361,672. 1.70% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on IRM shares. Barclays raised their price target on Iron Mountain from $127.00 to $143.00 and gave the company an “overweight” rating in a report on Wednesday, July 1st. Zacks Research upgraded Iron Mountain from a “strong sell” rating to a “hold” rating in a research note on Tuesday, May 12th. JPMorgan Chase & Co. lifted their price target on Iron Mountain from $121.00 to $138.00 and gave the company an “overweight” rating in a report on Friday, May 1st. Weiss Ratings cut shares of Iron Mountain from a “hold (c+)” rating to a “hold (c)” rating in a research report on Thursday, July 9th. Finally, Wall Street Zen downgraded shares of Iron Mountain from a “buy” rating to a “hold” rating in a research note on Saturday. Four analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $134.33.

Read Our Latest Research Report on Iron Mountain

About Iron Mountain

(Free Report)

Iron Mountain Incorporated is a global information management company that helps organizations protect, store, and manage their physical and digital information. The firm provides a range of services including secure records storage, document imaging and digitization, secure shredding and destruction, and information governance solutions designed to support regulatory compliance and business continuity. Iron Mountain also offers specialized secure storage environments and logistics for sensitive assets such as art, medical records, and legal archives.

Beyond traditional records management, Iron Mountain has expanded into technology-driven services to support customers’ digital transformation.

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Institutional Ownership by Quarter for Iron Mountain (NYSE:IRM)

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