CubeSmart (NYSE:CUBE) Releases FY 2026 Earnings Guidance

CubeSmart (NYSE:CUBE) issued an update on its FY 2026 earnings guidance on Thursday morning. 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 Stock Performance

CUBE stock opened at $40.26 on Friday. CubeSmart has a 1-year low of $34.24 and a 1-year high of $44.13. The company has a current ratio of 0.47, a quick ratio of 0.47 and a debt-to-equity ratio of 1.22. The stock has a 50-day moving average price of $37.82 and a 200-day moving average price of $38.67. The firm has a market cap of $9.18 billion, a PE ratio of 25.81, a price-to-earnings-growth ratio of 12.16 and a beta of 1.12.

CubeSmart (NYSE:CUBE) last posted 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 return on equity of 12.49% and a net margin of 33.31%.The business had revenue of $282.69 million for the quarter, compared to the consensus estimate of $280.11 million. During the same quarter in the previous year, the company posted $0.68 earnings per share. CubeSmart has set its Q1 2026 guidance at 0.610-0.630 EPS and its FY 2026 guidance at 2.520-2.600 EPS. As a group, equities research analysts expect that CubeSmart will post 2.64 earnings per share for the current year.

CubeSmart Dividend Announcement

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 dividend of $0.53 per share. The ex-dividend date is Wednesday, April 1st. This represents a $2.12 annualized dividend and a yield of 5.3%. CubeSmart’s payout ratio is 135.90%.

Analysts Set New Price Targets

CUBE has been the topic of a number of recent research reports. KeyCorp reissued a “sector weight” rating on shares of CubeSmart in a report on Monday, November 10th. Wells Fargo & Company lowered their price objective on shares of CubeSmart from $44.00 to $40.00 and set an “equal weight” rating for the company in a report on Thursday, February 5th. Wall Street Zen raised shares of CubeSmart from a “sell” rating to a “hold” rating in a report on Saturday, February 21st. Wolfe Research cut shares of CubeSmart from an “outperform” rating to a “peer perform” rating in a research report on Monday, January 26th. Finally, Royal Bank Of Canada reissued an “outperform” rating on shares of CubeSmart in a research note on Monday, December 8th. Five research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $44.13.

Trending Headlines about CubeSmart

Here are the key news stories impacting CubeSmart this week:

• Positive Sentiment: Management raised FY‑2026 EPS guidance to $2.520–$2.600 (well above consensus ~$1.90), signaling stronger expected earnings power for the year and driving risk-on investor sentiment. CubeSmart Reports Fourth Quarter and Annual 2025 Results
• Positive Sentiment: Q1‑2026 guidance was raised to $0.610–$0.630 vs. consensus of ~$0.48, giving near‑term earnings visibility and suggesting management sees improving fundamentals into the quarter. CubeSmart Reports Fourth Quarter and Annual 2025 Results
• Positive Sentiment: The board declared a dividend, supporting income-oriented investors and reducing downside from yield-focused selling. CubeSmart (NYSE:CUBE) Declares Dividend
• Neutral Sentiment: Top‑line performance was roughly in line with expectations—Q4 revenue $282.7M vs. ~$280.1M est.—so growth looks stable even though per-share metrics softened. Press Release PDF
• Negative Sentiment: Q4 FFO/FFO per share (reported as $0.64) missed consensus (~$0.66) and was down from $0.68 a year ago, a near‑term earnings miss that caps upside until guidance is realized. CubeSmart (CUBE) Misses Q4 FFO Estimates
• Negative Sentiment: Sector commentary warns the self‑storage recovery may be delayed into 2027, which is a headwind for valuation multiple expansion across REIT peers and could limit how much multiple investors assign to CubeSmart. CubeSmart earnings on deck as self-storage recovery pushed to 2027

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the stock. Wiser Advisor Group LLC purchased a new stake in CubeSmart during the 3rd quarter valued at approximately $28,000. Geneos Wealth Management Inc. lifted its stake in 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 purchasing an additional 568 shares in the last quarter. Los Angeles Capital Management LLC purchased a new position in shares of CubeSmart during the fourth quarter valued at about $43,000. Steward Partners Investment Advisory LLC lifted 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 worth $44,000 after buying an additional 608 shares in the last quarter. Finally, Global Retirement Partners LLC increased its stake in 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 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.