CubeSmart (NYSE:CUBE) Issues Q3 2026 Earnings Guidance

CubeSmart (NYSE:CUBE) issued an update on its third quarter 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 0.640-0.660 for the period, compared to the consensus EPS estimate of 0.650. The company issued revenue guidance of -. CubeSmart also updated its FY 2026 guidance to 2.540-2.600 EPS.

Wall Street Analysts Forecast Growth

CUBE has been the subject of several recent analyst reports. Barclays raised CubeSmart from an “equal weight” rating to an “overweight” rating and raised their target price for the stock from $45.00 to $46.00 in a research note on Friday, July 10th. UBS Group increased their price target on CubeSmart from $41.00 to $43.00 and gave the stock a “neutral” rating in a report on Friday, July 10th. Royal Bank Of Canada restated an “outperform” rating and issued a $46.00 price target on shares of CubeSmart in a report on Monday, May 4th. Evercore set a $47.00 price target on shares of CubeSmart in a research note on Monday, July 6th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of CubeSmart in a research note on Wednesday, July 15th. Six research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $43.42.

CubeSmart Stock Down 3.0%

NYSE:CUBE traded down $1.26 during trading hours on Thursday, hitting $41.17. 3,729,100 shares of the company traded hands, compared to its average volume of 2,018,525. The company has a quick ratio of 0.04, a current ratio of 0.04 and a debt-to-equity ratio of 1.29. The company has a market cap of $9.32 billion, a PE ratio of 28.99, a PEG ratio of 7.34 and a beta of 1.08. The firm’s 50-day simple moving average is $40.76 and its 200-day simple moving average is $39.51. CubeSmart has a one year low of $35.09 and a one year high of $43.26.

CubeSmart (NYSE:CUBE) last released its earnings results on Thursday, July 30th. The real estate investment trust reported $0.63 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.64 by ($0.01). CubeSmart had a net margin of 28.93% and a return on equity of 11.84%. CubeSmart’s quarterly revenue was up 1.5% compared to the same quarter last year. During the same period in the prior year, the business earned $0.65 earnings per share. CubeSmart has set its Q3 2026 guidance at 0.640-0.660 EPS and its FY 2026 guidance at 2.540-2.600 EPS. Equities analysts predict that CubeSmart will post 2.58 earnings per share for the current year.

CubeSmart Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, October 15th. Stockholders of record on Thursday, October 1st will be issued a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a dividend yield of 5.1%. The ex-dividend date of this dividend is Thursday, October 1st. CubeSmart’s dividend payout ratio is presently 149.30%.

Key Stories Impacting CubeSmart

Here are the key news stories impacting CubeSmart this week:

• Positive Sentiment: CubeSmart declared a quarterly dividend of $0.53 per share, equivalent to an annualized $2.12 payout and an approximately 5.0% yield. The dividend supports the stock’s appeal to income-focused REIT investors. CubeSmart dividend announcement
• Neutral Sentiment: Management provided third-quarter 2026 EPS guidance of $0.64–$0.66 and full-year guidance of $2.54–$2.60. Both ranges include analyst consensus estimates of $0.65 and $2.58, respectively, suggesting no major change to expectations. CubeSmart second-quarter results
• Neutral Sentiment: A comparison of CubeSmart with Host Hotels framed both as potential value investments in the REIT sector, but did not identify a decisive new catalyst for CUBE. HST versus CUBE value comparison
• Negative Sentiment: Second-quarter funds from operations (FFO), a key REIT performance measure, came in at $0.63 per share, below the $0.64 consensus estimate and down from $0.65 a year earlier. Revenue increased only 1.5% year over year, reinforcing concerns about slower operating growth. CubeSmart second-quarter FFO results

Institutional Investors Weigh In On CubeSmart

Large investors have recently added to or reduced their stakes in the business. Wiser Advisor Group LLC bought a new stake in shares of CubeSmart during the 3rd quarter valued at about $28,000. Geneos Wealth Management Inc. increased its holdings in shares of CubeSmart by 174.8% in the 2nd quarter. Geneos Wealth Management Inc. now owns 893 shares of the real estate investment trust’s stock worth $38,000 after buying an additional 568 shares during the last quarter. Los Angeles Capital Management LLC purchased a new stake in shares of CubeSmart during the 4th quarter valued at $43,000. Steward Partners Investment Advisory LLC lifted its holdings in shares of CubeSmart by 101.3% during the 4th quarter. Steward Partners Investment Advisory LLC now owns 1,208 shares of the real estate investment trust’s stock worth $44,000 after acquiring an additional 608 shares during the last quarter. Finally, Global Retirement Partners LLC lifted its holdings in shares of CubeSmart by 95.0% during the 4th quarter. Global Retirement Partners LLC now owns 1,213 shares of the real estate investment trust’s stock worth $44,000 after acquiring an additional 591 shares during the last quarter. Institutional investors own 97.61% of the company’s stock.

About CubeSmart

CubeSmart (NYSE: CUBE) is a publicly traded real estate investment trust (REIT) specializing in the ownership, operation and management of self-storage facilities across the United States. The company’s portfolio comprises properties in primary and secondary markets, catering to both individual and business customers seeking flexible, short-term and long-term storage solutions. CubeSmart’s facilities feature a range of unit sizes, climate-controlled options and advanced security features, supported by on-site managers and centralized customer service operations.

In addition to traditional self-storage units, CubeSmart offers specialty services such as vehicle and boat storage, retail sales of packing and moving supplies, and tenant insurance programs.