CubeSmart (NYSE:CUBE) Releases Q1 2026 Earnings Guidance

CubeSmart (NYSE:CUBE) 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.

Analysts Set New Price Targets

Several analysts recently commented on the company. Evercore reduced their target price on CubeSmart from $49.00 to $48.00 and set an “outperform” rating on the stock in a report on Monday, November 3rd. Barclays reduced their price objective on shares of CubeSmart from $45.00 to $43.00 and set an “equal weight” rating on the stock in a research note on Tuesday, January 13th. Wolfe Research downgraded shares of CubeSmart from an “outperform” rating to a “peer perform” rating in a research note on Monday, January 26th. UBS Group cut their price target on shares of CubeSmart from $38.00 to $37.00 and set a “neutral” rating on the stock in a research report on Thursday, January 8th. Finally, Deutsche Bank Aktiengesellschaft lowered CubeSmart from a “buy” rating to a “hold” rating and set a $40.00 price objective for the company. in a research report on Tuesday, January 20th. Five equities research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company’s stock. According to MarketBeat.com, CubeSmart has an average rating of “Hold” and an average price target of $44.13.

CubeSmart Price Performance

Shares of NYSE CUBE opened at $41.15 on Friday. The firm has a market capitalization of $9.38 billion, a P/E ratio of 28.38, a P/E/G ratio of 12.31 and a beta of 1.12. The firm’s 50-day moving average price is $37.93 and its 200-day moving average price is $38.68. The company has a current ratio of 0.47, a quick ratio of 0.47 and a debt-to-equity ratio of 1.22. CubeSmart has a 1-year low of $34.24 and a 1-year high of $44.13.

CubeSmart Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Wednesday, April 1st will be issued a dividend of $0.53 per share. The ex-dividend date is Wednesday, April 1st. This represents a $2.12 annualized dividend and a dividend yield of 5.2%. CubeSmart’s payout ratio is currently 146.21%.

Key Stories Impacting CubeSmart

Here are the key news stories impacting CubeSmart this week:

• Positive Sentiment: Management raised FY‑2026 and Q1‑2026 EPS guidance well above consensus (FY: $2.520–$2.600 vs. street ~$1.90; Q1: $0.610–$0.630 vs. ~$0.48), signaling confidence in cash flow and driving optimism about growth and dividend coverage. CubeSmart Reports Fourth Quarter and Annual 2025 Results (press release)
• Positive Sentiment: Q4 revenue modestly beat consensus ($282.69M vs. $280.11M), suggesting operational resilience despite sector headwinds. CubeSmart Reports Fourth Quarter and Annual 2025 Results
• Neutral Sentiment: Company declared a dividend (routine for REITs); supportive for income investors but already priced in given CubeSmart’s payout history. CubeSmart (NYSE:CUBE) Declares Dividend as NYSE Composite Sees Dip
• Neutral Sentiment: Full press release and earnings materials (including the conference call transcript) are available for details on portfolio performance, same-store trends and capital allocation. Useful for digging into why guidance was raised despite a mixed quarter. CubeSmart (CUBE) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Q4 FFO/FFO per share (reported as $0.64) missed consensus (~$0.66) and declined versus year‑ago ($0.68), highlighting near‑term margin pressure and weaker profitability metrics. CubeSmart (CUBE) Misses Q4 FFO Estimates
• Negative Sentiment: Analysts and coverage pieces note the industry recovery may be pushed later (some forecasts to 2027), which tempers enthusiasm and implies slower organic growth for self‑storage peers. CubeSmart earnings on deck as self-storage recovery pushed to 2027

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the business. Nomura Holdings Inc. purchased a new position in CubeSmart during the 3rd quarter worth $203,000. Inspire Investing LLC bought a new position in shares of CubeSmart during the fourth quarter valued at about $141,000. Quarry LP lifted its position in shares of CubeSmart by 469.5% during the fourth quarter. Quarry LP now owns 3,252 shares of the real estate investment trust’s stock valued at $117,000 after purchasing an additional 2,681 shares in the last quarter. UMB Bank n.a. boosted its holdings in CubeSmart by 70.1% during the fourth 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 grew its position in CubeSmart by 105.9% in 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 in the last quarter. Institutional investors and hedge funds 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.