PFA Pension Forsikringsaktieselskab Takes $5.29 Million Position in Iron Mountain Incorporated $IRM

Key Points

• PFA Pension purchased a new stake of 63,474 shares (~$5.29M) in Iron Mountain in Q4, adding to a register where institutional investors own about 80.13% of the stock.
• Iron Mountain topped expectations with $1.43 EPS vs. $0.50 estimated and $1.94B revenue (up 21.5% YoY), and issued FY2026 guidance of 5.79–5.86 EPS (Q2 1.40).
• Several analysts raised targets (Wells Fargo $135, JPMorgan $138) to an average target of $131.67 and a "Moderate Buy" consensus, even as insiders sold roughly 451,648 shares (~$48.3M) in the past three months.

PFA Pension Forsikringsaktieselskab purchased a new stake in Iron Mountain Incorporated (NYSE:IRM - Free Report) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund purchased 63,474 shares of the financial services provider's stock, valued at approximately $5,291,000.

A number of other hedge funds have also recently added to or reduced their stakes in IRM. Horizon Investments LLC grew its holdings in Iron Mountain by 3.2% during the 4th quarter. Horizon Investments LLC now owns 4,680 shares of the financial services provider's stock worth $388,000 after acquiring an additional 144 shares during the last quarter. Fifth Third Bancorp raised its stake in shares of Iron Mountain by 2.8% in the fourth quarter. Fifth Third Bancorp now owns 22,790 shares of the financial services provider's stock worth $1,890,000 after acquiring an additional 628 shares during the last quarter. Danske Bank A S lifted its position in shares of Iron Mountain by 8.9% during the fourth quarter. Danske Bank A S now owns 162,462 shares of the financial services provider's stock worth $13,476,000 after purchasing an additional 13,300 shares in the last quarter. Oppenheimer Asset Management Inc. lifted its position in shares of Iron Mountain by 17.6% during the fourth quarter. Oppenheimer Asset Management Inc. now owns 19,732 shares of the financial services provider's stock worth $1,637,000 after purchasing an additional 2,955 shares in the last quarter. Finally, Sigma Planning Corp grew its stake in shares of Iron Mountain by 5.7% during the fourth quarter. Sigma Planning Corp now owns 3,605 shares of the financial services provider's stock valued at $299,000 after purchasing an additional 193 shares during the last quarter. Institutional investors own 80.13% of the company's stock.

Iron Mountain Price Performance

IRM opened at $128.03 on Tuesday. The firm has a 50 day simple moving average of $108.73 and a 200 day simple moving average of $98.19. Iron Mountain Incorporated has a fifty-two week low of $77.77 and a fifty-two week high of $128.25. The company has a market cap of $38.09 billion, a price-to-earnings ratio of 140.69 and a beta of 1.20.

Iron Mountain (NYSE:IRM - Get Free Report) last released its earnings results on Thursday, April 30th. The financial services provider reported $1.43 EPS for the quarter, topping analysts' consensus estimates of $0.50 by $0.93. The firm had revenue of $1.94 billion during the quarter, compared to analyst estimates of $1.86 billion. Iron Mountain had a net margin of 3.76% and a negative return on equity of 91.56%. The business's quarterly revenue was up 21.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.17 EPS. 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. As a group, analysts expect that Iron Mountain Incorporated will post 5.26 EPS for the current year.

Iron Mountain Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, July 3rd. Shareholders of record on Monday, June 15th will be paid a $0.864 dividend. The ex-dividend date of this dividend is Monday, June 15th. This represents a $3.46 annualized dividend and a yield of 2.7%. Iron Mountain's dividend payout ratio is presently 380.22%.

Analysts Set New Price Targets

IRM has been the subject of several research analyst reports. Wells Fargo & Company boosted their price objective on shares of Iron Mountain from $125.00 to $135.00 and gave the stock an "overweight" rating in a research report on Tuesday, April 21st. JPMorgan Chase & Co. increased their price objective on Iron Mountain from $121.00 to $138.00 and gave the company an "overweight" rating in a research report on Friday. Weiss Ratings reissued a "hold (c)" rating on shares of Iron Mountain in a research note on Tuesday, April 21st. Loop Capital set a $130.00 price target on Iron Mountain in a research note on Wednesday, March 4th. Finally, Zacks Research cut Iron Mountain from a "hold" rating to a "strong sell" rating in a report on Monday, April 13th. Four analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, Iron Mountain has an average rating of "Moderate Buy" and an average target price of $131.67.

Insider Buying and Selling

In other Iron Mountain news, CEO William L. Meaney sold 137,133 shares of the firm's stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $109.39, for a total transaction of $15,000,978.87. Following the transaction, the chief executive officer owned 295,975 shares in the company, valued at approximately $32,376,705.25. This trade represents a 31.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Mark Kidd sold 6,000 shares of the business's stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $102.71, for a total value of $616,260.00. Following the transaction, the executive vice president owned 125,507 shares of the company's stock, valued at $12,890,823.97. The trade was a 4.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 451,648 shares of company stock worth $48,297,449. Corporate insiders own 1.70% of the company's stock.

Iron Mountain Company Profile

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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