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Wells Fargo downgrades Public Storage to Equal Weight, raises target to $280

Wells Fargo downgrades Public Storage to Equal Weight, raises target to $280

As previously reported, Wells Fargo downgraded Public Storage to Equal Weight from Overweight with a price target of $280, up from $270. The firm notes that Public Storage has challenging comps into 2024, with Street rate declines ahead of peers and large rent roll-downs. Further, Wells expects tailwinds from the LA market to slow in 2024. Nonetheless, the firm still believes the company can grow FFO/share 1%-2% due to its large non same-store pool, with possible upside from M&A given its strong balance sheet position.

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