CubeSmart (NYSE:CUBE – Get Free Report) updated its first quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 0.610-0.630 for the period, compared to the consensus EPS estimate of 0.480. The company issued revenue guidance of -. CubeSmart also updated its FY 2026 guidance to 2.520-2.600 EPS.
Wall Street Analyst Weigh In
A number of research analysts have recently issued reports on CUBE shares. KeyCorp reissued a “sector weight” rating on shares of CubeSmart in a report on Monday, November 10th. Wall Street Zen raised shares of CubeSmart from a “sell” rating to a “hold” rating in a research note on Saturday, February 21st. Truist Financial cut their price objective on shares of CubeSmart from $48.00 to $42.00 and set a “buy” rating for the company in a research report on Tuesday, December 16th. Mizuho lowered their target price on shares of CubeSmart from $43.00 to $38.00 and set a “neutral” rating on the stock in a report on Friday, December 5th. Finally, Deutsche Bank Aktiengesellschaft lowered shares of CubeSmart from a “buy” rating to a “hold” rating and set a $40.00 price target on the stock. in a research note on Tuesday, January 20th. Five research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $44.13.
View Our Latest Research Report on CubeSmart
CubeSmart Price Performance
CubeSmart (NYSE:CUBE – Get Free Report) last announced its quarterly earnings results on Thursday, February 26th. The real estate investment trust reported $0.64 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.66 by ($0.02). CubeSmart had a net margin of 33.31% and a return on equity of 12.49%. CubeSmart has set its Q1 2026 guidance at 0.610-0.630 EPS and its FY 2026 guidance at 2.520-2.600 EPS. On average, equities research analysts forecast that CubeSmart will post 2.64 earnings per share for the current year.
CubeSmart Announces Dividend
The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Wednesday, April 1st will be issued a $0.53 dividend. The ex-dividend date is Wednesday, April 1st. This represents a $2.12 dividend on an annualized basis and a dividend yield of 5.3%. CubeSmart’s dividend payout ratio is currently 135.90%.
Key Headlines Impacting CubeSmart
Here are the key news stories impacting CubeSmart this week:
- Positive Sentiment: Management raised FY 2026 EPS guidance to a range of 2.520–2.600, well above consensus (1.900), signaling stronger expected full-year earnings and improving investor outlook on cash flow and valuation. CubeSmart Reports Fourth Quarter and Annual 2025 Results
- Positive Sentiment: Q1 2026 guidance was raised to $0.610–$0.630 EPS, above the prior consensus of $0.480, suggesting accelerating near-term performance versus street expectations. CubeSmart Reports Fourth Quarter and Annual 2025 Results
- Positive Sentiment: The board declared a quarterly dividend of $0.53 per share (5.3% yield on an annualized basis), which supports income-focused holders and can attract yield-seeking flows into the REIT. CubeSmart (NYSE:CUBE) Declares Dividend as NYSE Composite Sees Dip
- Neutral Sentiment: Reported Q4 EPS of $0.64 missed the consensus by $0.02; operating margins and ROE remain healthy (net margin ~33.3%, ROE ~12.5%), so results are mixed rather than a clear negative. CubeSmart Reports Fourth Quarter and Annual 2025 Results
- Negative Sentiment: Analyst/industry coverage warns the broader self-storage recovery may be delayed to 2027, which could temper upside for fundamentals and slow occupancy/rental improvement expectations. CubeSmart earnings on deck as selfstorage recovery pushed to 2027
Institutional Investors Weigh In On CubeSmart
Institutional investors and hedge funds have recently made changes to their positions in the business. Wiser Advisor Group LLC purchased a new stake in CubeSmart in the 3rd quarter worth approximately $28,000. Geneos Wealth Management Inc. lifted its stake in shares of CubeSmart by 174.8% during the 2nd quarter. Geneos Wealth Management Inc. now owns 893 shares of the real estate investment trust’s stock worth $38,000 after purchasing an additional 568 shares during the period. Los Angeles Capital Management LLC purchased a new stake in shares of CubeSmart in the fourth quarter valued at $43,000. Steward Partners Investment Advisory LLC grew its position in shares of CubeSmart by 101.3% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 1,208 shares of the real estate investment trust’s stock valued at $44,000 after purchasing an additional 608 shares during the period. Finally, Global Retirement Partners LLC increased its stake in CubeSmart by 95.0% in the fourth quarter. Global Retirement Partners LLC now owns 1,213 shares of the real estate investment trust’s stock valued at $44,000 after purchasing an additional 591 shares during the last quarter. 97.61% of the stock is currently owned by hedge funds and other institutional investors.
CubeSmart Company Profile
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.
Recommended Stories
- Five stocks we like better than CubeSmart
- The Man Who Predicted the iPhone Says Buy These 3 Companies
- Read this or regret it forever
- Unlocked: Elon Musk’s Next Big IPO
- This makes me furious
- The free stock picks nobody’s talking about
Receive News & Ratings for CubeSmart Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for CubeSmart and related companies with MarketBeat.com's FREE daily email newsletter.
