J.W. Cole Advisors Inc. Makes New $1.02 Million Investment in Smartstop Self Storage REIT Inc $SMA

J.W. Cole Advisors Inc. acquired a new stake in shares of Smartstop Self Storage REIT Inc (NYSE:SMA) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 32,849 shares of the healthcare company’s stock, valued at approximately $1,016,000. J.W. Cole Advisors Inc. owned approximately 0.06% of Smartstop Self Storage REIT as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the company. Creative Financial Designs Inc. ADV acquired a new position in shares of Smartstop Self Storage REIT in the 4th quarter valued at about $25,000. Northwestern Mutual Wealth Management Co. acquired a new position in Smartstop Self Storage REIT in the fourth quarter valued at approximately $27,000. Raymond James Financial Inc. bought a new position in shares of Smartstop Self Storage REIT during the second quarter valued at approximately $35,000. Assetmark Inc. bought a new position in shares of Smartstop Self Storage REIT during the fourth quarter valued at approximately $31,000. Finally, Avalon Trust Co acquired a new stake in shares of Smartstop Self Storage REIT during the 3rd quarter worth approximately $40,000.

Smartstop Self Storage REIT Stock Up 3.4%

Shares of SMA stock opened at $32.76 on Wednesday. Smartstop Self Storage REIT Inc has a 1 year low of $29.41 and a 1 year high of $39.77. The company has a debt-to-equity ratio of 0.86, a quick ratio of 5.33 and a current ratio of 5.33. The business’s fifty day moving average is $31.36 and its 200-day moving average is $31.89. The stock has a market cap of $1.81 billion, a PE ratio of 218.38 and a beta of 0.68.

Smartstop Self Storage REIT (NYSE:SMA) last released its earnings results on Wednesday, May 6th. The healthcare company reported $0.49 EPS for the quarter, beating the consensus estimate of $0.48 by $0.01. Smartstop Self Storage REIT had a net margin of 4.38% and a return on equity of 1.00%. The business had revenue of $78.31 million during the quarter, compared to analyst estimates of $72.56 million. The firm’s quarterly revenue was up 19.7% on a year-over-year basis. Smartstop Self Storage REIT has set its FY 2026 guidance at 1.940-2.040 EPS. Equities analysts expect that Smartstop Self Storage REIT Inc will post 2.02 earnings per share for the current fiscal year.

Smartstop Self Storage REIT Cuts Dividend

The firm also recently announced a monthly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th will be issued a $0.1315 dividend. The ex-dividend date is Tuesday, June 30th. This represents a c) dividend on an annualized basis and a dividend yield of 4.8%. Smartstop Self Storage REIT’s dividend payout ratio is presently 1,086.67%.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the company. Wall Street Zen upgraded Smartstop Self Storage REIT from a “sell” rating to a “hold” rating in a research report on Saturday, March 7th. Weiss Ratings upgraded Smartstop Self Storage REIT from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, May 11th. JPMorgan Chase & Co. reduced their price target on shares of Smartstop Self Storage REIT from $35.00 to $32.00 and set an “underweight” rating for the company in a report on Monday, March 23rd. Robert W. Baird lowered their price target on shares of Smartstop Self Storage REIT from $37.00 to $36.00 and set an “outperform” rating for the company in a research report on Wednesday, March 11th. Finally, Wells Fargo & Company increased their price objective on shares of Smartstop Self Storage REIT from $30.00 to $32.00 and gave the stock an “equal weight” rating in a report on Monday, June 1st. Two analysts have rated the stock with a Strong Buy rating, five have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $37.17.

Smartstop Self Storage REIT Profile

Symmetry Medical Inc (Symmetry) is a medical device solutions company, including surgical instruments, orthopedic implants, and sterilization cases and trays. The Company designs, develops and offers worldwide production and supply chain capabilities for these products to customers in the orthopedic industry, and other medical device markets (including but not limited to arthroscopy, dental, laparoscopy, osteobiologic, and endoscopy segments). It also manufactures specialized non-healthcare products, primarily in the aerospace industry.