CubeSmart (NYSE:CUBE) Issues Q2 2026 Earnings Guidance

CubeSmart (NYSE:CUBE) issued an update on its second quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 0.620-0.640 for the period, compared to the consensus EPS estimate of 0.640. The company issued revenue guidance of -. CubeSmart also updated its FY 2026 guidance to 2.520-2.600 EPS.

CubeSmart Trading Down 0.8%

Shares of NYSE CUBE traded down $0.34 during midday trading on Friday, hitting $40.14. The stock had a trading volume of 3,500,186 shares, compared to its average volume of 2,037,771. The firm has a market cap of $9.15 billion, a P/E ratio of 27.68, a price-to-earnings-growth ratio of 6.39 and a beta of 1.11. CubeSmart has a fifty-two week low of $35.09 and a fifty-two week high of $44.13. The company has a debt-to-equity ratio of 1.24, a current ratio of 0.04 and a quick ratio of 0.04. The company’s 50-day simple moving average is $38.84 and its 200 day simple moving average is $38.16.

CubeSmart (NYSE:CUBE) last released its earnings results on Thursday, April 30th. The real estate investment trust reported $0.36 earnings per share for the quarter, topping analysts’ consensus estimates of $0.34 by $0.02. The company had revenue of $281.93 million during the quarter, compared to the consensus estimate of $275.25 million. CubeSmart had a return on equity of 11.70% and a net margin of 28.93%.The firm’s quarterly revenue was up 3.3% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.64 earnings per share. CubeSmart has set its FY 2026 guidance at 2.520-2.600 EPS and its Q2 2026 guidance at 0.620-0.640 EPS. Research analysts anticipate that CubeSmart will post 2.58 EPS for the current year.

CubeSmart Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Investors of record on Wednesday, April 1st were given a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a yield of 5.3%. The ex-dividend date was Wednesday, April 1st. CubeSmart’s dividend payout ratio (DPR) is presently 146.21%.

Analysts Set New Price Targets

A number of analysts recently commented on the company. Wells Fargo & Company lowered their price objective on CubeSmart from $40.00 to $39.00 and set an “equal weight” rating for the company in a research report on Thursday, April 16th. Royal Bank Of Canada lifted their price objective on CubeSmart from $43.00 to $46.00 and gave the stock an “outperform” rating in a research report on Monday, March 2nd. UBS Group lowered their price objective on CubeSmart from $38.00 to $37.00 and set a “neutral” rating for the company in a research report on Thursday, January 8th. Scotiabank upgraded shares of CubeSmart to a “hold” rating in a research report on Thursday, March 19th. Finally, Barclays increased their price target on CubeSmart from $43.00 to $45.00 and gave the company an “equal weight” rating in a research note on Thursday, March 5th. Six analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $43.57.

Insider Buying and Selling at CubeSmart

In other news, insider Jeffrey P. Foster sold 23,148 shares of the stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $41.02, for a total value of $949,530.96. Following the transaction, the insider owned 205,057 shares of the company’s stock, valued at $8,411,438.14. This represents a 10.14% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 1.76% of the stock is currently owned by company insiders.

Key CubeSmart News

Here are the key news stories impacting CubeSmart this week:

• Positive Sentiment: Beat near-term estimates: Q1 EPS of $0.36 topped consensus ~$0.34 and revenue of $281.9M exceeded estimates; FFO/share of $0.63 slightly beat the Zacks consensus of $0.62. CubeSmart Reports First Quarter 2026 Results CubeSmart Surpasses Q1 FFO and Revenue Estimates
• Neutral Sentiment: Management commentary (earnings call) provided color on operations and the outlook; the transcript is available for detail on occupancy, pricing and capital deployment decisions that drove the guidance. CubeSmart Q1 2026 Earnings Call Transcript
• Negative Sentiment: Cautious forward guidance: Q2 2026 EPS guided to $0.620–$0.640 (consensus ~0.640) and FY2026 EPS to $2.520–$2.600 (street ~2.57). The guidance range and a slight year-over-year decline in FFO/EPS raise near‑term growth concerns. CubeSmart Earnings & Guidance Summary
• Negative Sentiment: Analysts are reworking valuations and price targets after the mixed print and guidance; coverage notes emphasize slower FFO growth and the need to monitor operating trends. How The CubeSmart Story Is Shifting As Analysts Rework Valuation Targets
• Negative Sentiment: Net income and some per‑share metrics are down year‑over‑year (FFO $0.63 vs $0.64 a year ago), underscoring the company’s slower growth trajectory despite the quarter’s beats. CubeSmart Posts Lower Q1 Earnings, Provides 2026 Outlook

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the stock. Wiser Advisor Group LLC bought a new stake in shares of CubeSmart in the 3rd quarter valued at $28,000. Geneos Wealth Management Inc. increased its position 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 valued at $38,000 after buying an additional 568 shares in the last quarter. Los Angeles Capital Management LLC bought a new stake in shares of CubeSmart in the 4th quarter valued at $43,000. Steward Partners Investment Advisory LLC increased its position in shares of CubeSmart by 101.3% in the 4th quarter. Steward Partners Investment Advisory LLC now owns 1,208 shares of the real estate investment trust’s stock valued at $44,000 after buying an additional 608 shares in the last quarter. Finally, Global Retirement Partners LLC increased its position in shares of CubeSmart by 95.0% in the 4th quarter. Global Retirement Partners LLC now owns 1,213 shares of the real estate investment trust’s stock valued at $44,000 after buying an additional 591 shares in the last quarter. 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.