CubeSmart (NYSE:CUBE) Releases FY 2026 Earnings Guidance

CubeSmart (NYSE:CUBE) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 2.520-2.600 for the period, compared to the consensus EPS estimate of 1.900. The company issued revenue guidance of -. CubeSmart also updated its Q1 2026 guidance to 0.610-0.630 EPS.

CubeSmart Price Performance

CubeSmart stock traded up $0.55 during midday trading on Thursday, hitting $40.26. The company’s stock had a trading volume of 3,175,234 shares, compared to its average volume of 2,392,681. CubeSmart has a 12 month low of $34.24 and a 12 month high of $44.13. The company has a quick ratio of 0.47, a current ratio of 0.47 and a debt-to-equity ratio of 1.22. The company has a market capitalization of $9.18 billion, a PE ratio of 25.81, a price-to-earnings-growth ratio of 12.26 and a beta of 1.12. The stock’s 50-day moving average price is $37.73 and its 200-day moving average price is $38.65.

CubeSmart (NYSE:CUBE) last posted its quarterly earnings data on Thursday, February 26th. The real estate investment trust reported $0.64 earnings per share for the quarter, missing the consensus estimate 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. Analysts anticipate that CubeSmart will post 2.64 earnings per share for the current fiscal year.

CubeSmart Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Wednesday, April 1st will be issued a $0.53 dividend. The ex-dividend date of this dividend is Wednesday, April 1st. This represents a $2.12 annualized dividend and a dividend yield of 5.3%. CubeSmart’s dividend payout ratio is currently 135.90%.

Analyst Ratings Changes

CUBE has been the subject of several research reports. Truist Financial reduced their price objective on CubeSmart from $48.00 to $42.00 and set a “buy” rating for the company in a research note on Tuesday, December 16th. Wall Street Zen upgraded CubeSmart from a “sell” rating to a “hold” rating in a research report on Saturday, February 21st. Evercore dropped their price target on CubeSmart from $49.00 to $48.00 and set an “outperform” rating on the stock in a research note on Monday, November 3rd. Wells Fargo & Company dropped their target price on shares of CubeSmart from $44.00 to $40.00 and set an “equal weight” rating on the stock in a research report on Thursday, February 5th. Finally, KeyCorp restated a “sector weight” rating on shares of CubeSmart in a research report on Monday, November 10th. Five investment analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company’s stock. According to data from MarketBeat, CubeSmart has an average rating of “Hold” and an average target price of $44.13.

Key Stories 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 Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the stock. Nomura Holdings Inc. acquired a new stake in shares of CubeSmart in the third quarter worth $203,000. Inspire Investing LLC bought a new stake in CubeSmart in the 4th quarter valued at $141,000. Quarry LP grew its position in CubeSmart by 469.5% in the 4th quarter. Quarry LP now owns 3,252 shares of the real estate investment trust’s stock worth $117,000 after purchasing an additional 2,681 shares during the last quarter. UMB Bank n.a. grew its position in CubeSmart by 70.1% in the 4th quarter. UMB Bank n.a. now owns 3,241 shares of the real estate investment trust’s stock worth $117,000 after purchasing an additional 1,336 shares during the last quarter. Finally, CIBC Private Wealth Group LLC increased its holdings in shares of CubeSmart by 105.9% during the 3rd quarter. CIBC Private Wealth Group LLC now owns 2,296 shares of the real estate investment trust’s stock worth $93,000 after purchasing an additional 1,181 shares during the period. Institutional investors and hedge funds own 97.61% of the company’s stock.

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.