Iron MountainIRM
IRM
About: Iron Mountain Inc is a record management services provider. It is organized as a REIT. Majority of its revenue comes from its storage business, with the rest coming from value-added services. The firm caters to enterprise clients in developed markets. Its business segments include Global RIM Business; Global Data Center Business; and Corporate and Other Business. It generates maximum revenue from the Global RIM Business segment.
Employees: 28,850
0
Funds holding %
of 7,431 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
93% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 61
60% more funds holding in top 10
Funds holding in top 10: 10 [Q1] → 16 (+6) [Q2]
22% more capital invested
Capital invested by funds: $20.7B [Q1] → $25.4B (+$4.64B) [Q2]
4% more funds holding
Funds holding: 980 [Q1] → 1,016 (+36) [Q2]
1.71% more ownership
Funds ownership: 82.09% [Q1] → 83.8% (+1.71%) [Q2]
9% more repeat investments, than reductions
Existing positions increased: 380 | Existing positions reduced: 350
44% less call options, than puts
Call options by funds: $76.7M | Put options by funds: $138M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$100
10%
upside
Avg. target
$111
22%
upside
High target
$122
34%
upside
2 analyst ratings
2 positive
100%
0 neutral
0%
0 negative
0%
Barclays Brendan Lynch | 34%upside $122 | Overweight Maintained | 20 Aug 2025 |
JP Morgan Andrew Steinerman | 10%upside $100 | Overweight Maintained | 7 Aug 2025 |
Financial journalist opinion
Based on 17 articles about IRM published over the past 30 days
Positive
Seeking Alpha
1 day ago
Iron Mountain Q2: Record High Revenues, Continued Growth Momentum
I rate Iron Mountain Incorporated a hold due to its premium valuation, despite outstanding long-term performance and strong business fundamentals. IRM is a global leader in storage and information management, benefiting from surging data center demand driven by AI and digital transformation. Q2 2025 saw record revenues and earnings, with management raising full-year guidance and projecting continued double-digit growth into 2026.
Positive
Seeking Alpha
2 days ago
Powell Pivot Sparks REIT Rebound
U.S. equity markets notched another series of record highs this week, surging into the weekend after surprisingly dovish commentary from Federal Reserve Chair Powell, who hinted at imminent rate cuts. Powell used his final Jackson Hole speech as Fed Chair to deliver a clear policy pivot, an unexpected reversal after months of insistence that tariff-related inflation warranted a hawkish framework. Markets were equally relieved by the policy-focused nature of Powell's speech amid speculation that the address may be used instead as a potential defiant sermon on central bank independence.
Neutral
Seeking Alpha
3 days ago
Goodbye Growth? Here's What I'm Buying As Value Mounts A Comeback
Tech sector capital investment is surging, but enterprise AI adoption is showing disappointing returns, with 95% seeing zero ROI per an MIT study. This disconnect raises concerns about who will ultimately pay for the ongoing AI investment if enterprise customers remain slow to realize benefits. Recent underperformance in growth tech stocks reflects these doubts, while value-oriented dividend stocks have demonstrated resilience and defensiveness.
Neutral
Seeking Alpha
1 week ago
6 Stocks I'm Buying As Tariffs Weigh Down The Economy (Chart Storm!)
Inflation is in a tug of war: Disinflationary housing offsets inflationary tariffs, but tariffs will increasingly push consumer prices higher over the next year. The economy and stock market are both K-shaped, with affluent consumers and AI-related stocks thriving while others struggle or stagnate. Despite these divergences, I remain committed to value-oriented dividend growth investing, focusing on stocks with strong yields and growth potential.
Positive
Seeking Alpha
2 weeks ago
Disinflation Dividend: REIT Earnings Scorecard
A surprising solid REIT earnings season wrapped up this week. Of the 100 equity REITs that provide full-year FFO guidance, 62% raised their outlook - above the historical 55% average. Disinflation was a surprisingly common thread across second-quarter results, with the majority of the upside revisions being driven by improved expense expectations - the highest quantity of expense reductions ever. Healthcare REITs were notable upside standouts as senior housing fundamentals remained stellar, while skilled nursing REITs received some good news on the policy front via healthy CMS Medicare rate increases.
Positive
Seeking Alpha
2 weeks ago
How I've Built A Monster Passive Income Portfolio (And What I'm Buying Now)
I remain committed to dividend growth investing, adapting my strategy to balance growth, yield, and defensiveness amid demographic and economic shifts. My 'galley ship' portfolio model uses ballast (cash), rowers (compounders), and sails (high-yielders) to optimize for both income growth and stability. Recent portfolio adjustments focus on defensive, recession-resistant stocks and ETFs, emphasizing passive income growth regardless of market cycles.
Negative
CNBC Television
2 weeks ago
Trade Tracker: Malcolm Ethridge sells Iron Mountain and Prologis
Malcolm Ethridge, Managing Partner at Capital Area Planning Group, joins CNBC's Halftime Report to detail his latest stock sales.
Neutral
Seeking Alpha
2 weeks ago
Iron Mountain Incorporated (IRM) Q2 2025 Earnings Call Transcript
Iron Mountain Incorporated (NYSE:IRM ) Q2 2025 Earnings Conference Call August 6, 2025 8:30 AM ET Company Participants Barry A. Hytinen - Executive VP & CFO Mark Andrew Rupe - Senior VP & Head of Investor Relations William L.
Positive
Zacks Investment Research
2 weeks ago
Iron Mountain (IRM) Upgraded to Buy: What Does It Mean for the Stock?
Iron Mountain (IRM) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Positive
Zacks Investment Research
2 weeks ago
Iron Mountain Stock Gains in Pre-Market on Q2 AFFO & Revenue Beat
IRM posts record Q2 results with 14.8% AFFO growth and raises the 2025 outlook as all business segments outperform expectations.
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