Thrivent Financial for Lutherans Increases Position in CubeSmart $CUBE
Thrivent Financial for Lutherans significantly increased its stake in CubeSmart (NYSE:CUBE) by 95.6% during the fourth quarter, now holding 102,468 shares valued at approximately $3.64 million. This comes as CubeSmart reported stronger-than-expected quarterly earnings and revenue, beating analyst estimates. The real estate investment trust also declared a quarterly dividend of $0.53 per share, representing an annualized yield of about 5.3%, while analysts maintain a consensus "Hold" rating for the stock with an average target price of $43.00.
GSA Capital Partners LLP Acquires Shares of 26,326 CubeSmart $CUBE
GSA Capital Partners LLP has acquired a new stake in CubeSmart (NYSE:CUBE), purchasing 26,326 shares valued at approximately $949,000 in the fourth quarter. This acquisition contributes to CubeSmart's substantial institutional ownership, which now stands at 97.61%. The company recently exceeded earnings and revenue expectations and announced a quarterly dividend of $0.53 per share.
Northwestern Mutual Wealth Management Co. Has $8.23 Million Stake in CubeSmart $CUBE
Northwestern Mutual Wealth Management Co. significantly increased its stake in CubeSmart (NYSE:CUBE) by 2,806.7% in the fourth quarter, now owning 228,407 shares valued at $8.23 million. CubeSmart reported better-than-expected Q4 earnings and revenue, beating consensus estimates, and declared a quarterly dividend of $0.53 per share, representing a 5.3% annualized yield. Despite institutional investors owning 97.61% of the company and a consensus "Hold" rating from analysts, a recent insider sold over $949,000 worth of shares.
CubeSmart $CUBE Shares Acquired by Diamond Hill Capital Management Inc.
Diamond Hill Capital Management Inc. increased its stake in CubeSmart (NYSE:CUBE) by 7.1% in the fourth quarter, acquiring an additional 129,332 shares for a total holding of 1,943,109 shares valued at approximately $70 million. CubeSmart reported strong Q4 earnings, surpassing analyst estimates with $0.36 EPS, and issued optimistic FY 2026 guidance. The company also declared a quarterly dividend of $0.53 per share, representing a 5.3% annualized yield.
How Investors Are Reacting To CubeSmart (CUBE) Dividend Hike, Earnings Beat And NYC Recovery Update
CubeSmart (CUBE) recently announced a quarterly dividend of US$0.53 per share, alongside reporting an earnings beat for Q1 2026 and a strong recovery in its New York City operations. These positive developments highlight the company's urban market resilience and disciplined capital returns, despite ongoing revenue pressures in some Sunbelt markets. Analysts project CubeSmart's revenue to reach $1.2 billion and earnings to hit $347.3 million by 2029, suggesting a fair value of $42.00 per share.
CubeSmart $CUBE Shares Sold by Aew Capital Management L P
Aew Capital Management L P significantly reduced its stake in CubeSmart (NYSE:CUBE) by 86.9% in the fourth quarter, selling 123,290 shares. CubeSmart recently reported better-than-expected quarterly earnings and reaffirmed strong EPS guidance for FY2026, while analysts maintain a cautious "Hold" rating with an average price target of $43.00. The REIT also declared a quarterly dividend of $0.53 per share, representing an annualized yield of 5.4%.
CubeSmart (CUBE) director Jeffrey Rogatz receives 4,044-share equity award grant
CubeSmart director Jeffrey F. Rogatz was granted 4,044 shares of common stock as an equity award on May 19, 2026, under the company’s 2007 Equity Incentive Plan. This grant, valued at $0.00 per share, increases his direct holdings to 58,114 shares. The shares will vest upon the earlier of one year from the grant date, the 2027 Annual Meeting of Shareholders, or his resignation/retirement from the Board, aligning with continued board service.
CubeSmart (CUBE) awards director Piero Bussani 4,044 common shares
CubeSmart (CUBE) announced that director Piero Bussani was awarded 4,044 common shares as equity compensation under the company's 2007 Equity Incentive Plan. These shares were granted at $0.00 per share and are not an open-market purchase. Following this transaction, Bussani directly holds 68,966 common shares, with vesting subject to specific conditions including the first anniversary of the grant date or the 2027 Annual Meeting of Shareholders.
CubeSmart (NYSE: CUBE) director receives 4,044-share equity grant
CubeSmart director Chin Jit Kee was granted 4,044 common shares under the company's 2007 Equity Incentive Plan at no cost. Following this transaction, Kee directly holds 13,682 common shares. These shares will vest on the earlier of the first anniversary of the grant date, the 2027 Annual Meeting of Shareholders, or the date the trustee resigns or retires from the Board.
Cubesmart Earnings Call Signals Cautious Storage Recovery
Cubesmart's Q1 earnings call revealed cautious optimism for self-storage recovery, with positive revenue trends, improved move-in pricing, and shrinking occupancy deficits. Despite a slight decline in same-store NOI due to increased expenses, the company affirmed its 2026 earnings targets, leveraging share repurchases and strategic joint ventures. Management anticipates a gradual, internally driven recovery through 2026.
CubeSmart (NYSE: CUBE) director receives 4,044-share equity award
CubeSmart director Martin P. Connor was granted an equity award of 4,044 common shares at a price of $0.00 per share under the company’s 2007 Equity Incentive Plan. This grant increases his direct holdings to 4,044 shares. The shares will vest on the earlier of the first anniversary of the grant date, the 2027 Annual Meeting of Shareholders, or his resignation/retirement from the Board, and this transaction is compensation-related, not an open-market purchase.
CubeSmart (CUBE) director Jennie Weber receives 4,044-share equity grant
CubeSmart director Jennie Weber was granted 4,044 common shares on May 19, 2026, as an equity award under the company's 2007 Equity Incentive Plan. These shares were granted at no cost and are considered stock-based compensation, not an open-market purchase. Following this grant, Weber directly holds 4,044 CubeSmart common shares, and the shares vest on the earlier of the first anniversary of the grant date, the 2027 Annual Meeting of Shareholders, or her resignation/retirement from the Board.
Board member at CubeSmart (NYSE: CUBE) awarded 4,044 common shares
CubeSmart director Dowling Dororthy received an equity award of 4,044 common shares as director compensation, increasing her direct holdings to 34,598 shares. This grant was made under CubeSmart's 2007 Equity Incentive Plan with no cash cost, and the shares will vest on the earlier of the first anniversary of the grant date, the 2027 Annual Meeting of Shareholders, or her resignation/retirement from the Board. This transaction is considered routine stock-based compensation rather than a market purchase or sale.
CubeSmart (CUBE) Declares Consistent Dividend Amid Strong Earnings
CubeSmart (CUBE) announced a quarterly dividend of $0.53 per share, maintaining its previous rate, resulting in a forward yield of 5.44%. The company, a REIT focusing on self-storage facilities, boasts a strong GF Score of 89/100 due to high profitability and growth, but faces concerns regarding financial strength and recent insider selling activity. Investors are advised to consider its high P/E ratio and dividend payout ratio when evaluating the stock.
Press Release: CubeSmart Declares Second Quarter 2026 Dividend
CubeSmart (NYSE:CUBE) announced a cash dividend of $0.51 per common share for the second quarter of 2026. This dividend is payable on July 15, 2026, to common shareholders of record as of July 1, 2026. The company is a self-administered and self-managed real estate investment trust focused on self-storage properties.
CubeSmart declares $0.53 quarterly dividend per share
CubeSmart (NYSE:CUBE) has declared a quarterly dividend of $0.53 per common share, payable on July 15, 2026, to shareholders of record on July 1, 2026. This dividend represents a 5.45% yield, marking 22 consecutive years of dividend payments for the company. Despite the stock trading above its Fair Value and appearing on the Most Overvalued list according to InvestingPro data, CubeSmart recently surpassed Q1 2026 earnings and revenue expectations.
CubeSmart (CUBE) director Connor Martin P. submits initial Form 3 ownership report
CubeSmart director Connor Martin P. has filed an initial Form 3, which is a statement of beneficial ownership for company insiders, listing him as a director. The filing indicates no specific share or derivative holdings in the provided excerpt and serves to establish his insider reporting status. This Form 3 details his directorship without reporting any stock transactions or derivative securities.
CubeSmart Keeps Quarterly Dividend at $0.53 a Share, Payable July 15 to Holders of Record July 1
CubeSmart announced that it is maintaining its quarterly dividend at $0.53 per share. The dividend will be payable on July 15, 2026, to shareholders of record as of July 1, 2026. This announcement confirms the company's consistent dividend policy.
CubeSmart Declares Second Quarter 2026 Dividend
CubeSmart (NYSE: CUBE) announced that its Board of Trustees declared a quarterly dividend of $0.53 per common share for the period ending June 30, 2026. The dividend is payable on July 15, 2026, to common shareholders of record on July 1, 2026. CubeSmart is a self-administered and self-managed real estate investment trust, owning or managing 1,530 self-storage properties across the United States.
CubeSmart (CUBE) director Jennie Weber submits initial Form 3 insider report
CubeSmart director Jennie Weber has filed an initial Form 3 insider ownership report, identifying her as a director of the company. This filing serves as a baseline disclosure of her insider status and does not report any transactions or derivative positions. It indicates net neutral activity with no shares bought or sold.
UBS Maintains CubeSmart(CUBE.US) With Hold Rating, Raises Target Price to $41
UBS has reiterated its "Hold" rating on CubeSmart (CUBE.US) and increased its target price to $41. This indicates a continued cautious but not negative outlook on the company's stock, with an upward adjustment to its valuation expectation.
UBS Adjusts Price Target on CubeSmart to $41 From $37, Maintains Neutral Rating
UBS has increased its price target for CubeSmart (NYSE: CUBE) shares to $41 from $37, while maintaining a Neutral rating on the stock. This adjustment comes as CubeSmart's stock was trading at $38.88, reflecting a 1.34% gain. The article also provides recent news headlines related to CubeSmart's Q1 2026 earnings and other analyst revisions.
CubeSmart $CUBE Shares Bought by Pacific Heights Asset Management LLC
Pacific Heights Asset Management LLC increased its stake in CubeSmart (NYSE:CUBE) by 50% in the fourth quarter, acquiring an additional 150,000 shares to hold a total of 450,000 shares valued at approximately $16.2 million. The self-storage REIT reported better-than-expected quarterly earnings and raised its FY 2026 EPS guidance, while continuing to offer a high dividend yield despite an elevated payout ratio. Analyst ratings are mixed, with a consensus "Hold" rating and an average price target of $43.08.
CubeSmart Highlights NYC Self-Storage Growth and Strategy
CubeSmart showcased its strategy for long-term value creation in the New York metropolitan self-storage market, emphasizing its dominant footprint in NYC boroughs and favorable supply-demand dynamics. The company, which owns 46 and manages 19 properties across the five NYC boroughs, is the largest self-storage owner in Brooklyn, Queens, and the Bronx. Analysts currently rate CUBE stock as a Hold with a $45.00 price target.
CubeSmart (NYSE: CUBE) furnishes May 2026 investor presentation in 8-K
CubeSmart (NYSE: CUBE) has furnished its May 2026 investor presentation as an 8-K filing. This presentation, included as Exhibit 99.1, may be used for discussions with investors and details the company's strategic focus on the New York City market, highlighting its strong portfolio, attractive demand profile, and positive supply trends. The information is "furnished" rather than "filed," meaning it is not subject to certain liabilities.
CubeSmart (CUBE) Valuation Check As Q1 2026 Results Show Revenue Growth But Softer Earnings
CubeSmart (CUBE) reported its Q1 2026 results with revenue growth but lower net income and EPS. Despite reaffirming full-year guidance and continuing share buybacks, the company faces increased expenses and interest costs. The stock has seen a 15.31% return year to date, suggesting improving momentum, and is estimated to be 22.9% undervalued, with a fair value of $42.
[SCHEDULE 13G] CubeSmart Passive Investment Disclosure (>5%)
Norges Bank has reported a passive investment in CubeSmart (CUBE), disclosing beneficial ownership of 11,823,466 shares, which represents 5.2064% of the common stock as of March 31, 2026. The filing indicates that Norges Bank holds sole voting and dispositive power over most of these shares, with a small portion under shared dispositive power. This Schedule 13G filing highlights Norges Bank's significant stake in the company, noting that some shares are held on behalf of the Government of Norway.
Is It Too Late To Consider CubeSmart (CUBE) After Its Recent Share Price Rebound
CubeSmart (CUBE) has seen a recent rebound in share price, with a 0.1% return over the last year but 13.7% year-to-date. A Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 23.9%, and its P/E ratio of 27.8x is below its "Fair Ratio" of 32.5x, also indicating undervaluation. The article encourages investors to analyze CubeSmart's fundamentals through various valuation approaches and its "Narratives" feature for personalized scenarios.
The Bull Case For CubeSmart (CUBE) Could Change Following Reaffirmed 2026 Earnings Guidance And Q1 Results
CubeSmart (CUBE) recently reported Q1 2026 results, including sales of US$239.93 million and diluted EPS of US$0.36, while reaffirming its full-year 2026 EPS guidance of US$1.55–US$1.63. The company's outlook indicates a cautious yet steady approach, with management anticipating same-store revenue growth between a 0.25% decline and 1.25%. This guidance suggests that near-term operating stabilization remains a key focus, with slow same-store revenue growth posing a potential risk to earnings momentum.
Is It Too Late To Consider CubeSmart (CUBE) After Its Recent Share Price Rebound
This article analyzes CubeSmart (CUBE) following its recent share price rebound, assessing whether it still offers good value. Using Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratio analyses, Simply Wall St suggests that CubeSmart appears undervalued. The DCF model indicates a 23.9% discount, while its P/E ratio of 27.8x is below its estimated "Fair Ratio" of 32.5x, suggesting potential opportunity.
UBS Group AG Sells 75,854 Shares of CubeSmart $CUBE
UBS Group AG reduced its stake in CubeSmart by 7.2% in the fourth quarter of 2025, selling 75,854 shares and now owning 979,387 shares valued at $35.3 million. CubeSmart's recent financial results surpassed expectations, with EPS of $0.36 and revenue of $281.93 million, a 3.3% increase year-over-year. Analyst sentiment for the stock remains mixed, with a "Hold" consensus rating and a target price of $43.57, while the company offers a 5.2% dividend yield.
The Bull Case For CubeSmart (CUBE) Could Change Following Reaffirmed 2026 Earnings Guidance And Q1 Results
CubeSmart reported Q1 2026 results including $239.93 million in sales and reaffirmed its full-year 2026 EPS guidance of US$1.55–US$1.63, with same-store revenue growth projected between -0.25% and 1.25%. This guidance indicates a cautious but steady outlook for the company, suggesting that near-term operating stabilization remains a key catalyst despite potential pressures from softer same-store growth and competition. The investment narrative for CubeSmart hinges on balancing storage demand and cost control against these growth challenges.
Barclays Maintains CubeSmart(CUBE.US) With Hold Rating, Maintains Target Price $45
Barclays has maintained its Hold rating on CubeSmart (CUBE.US) and kept its target price at $45. This indicates that the analyst firm believes the stock will perform in line with the broader market and sees its fair value at the specified price point.
CUBESMART : JEFFERIES RAISES TARGET PRICE TO $42 FROM $37
Jefferies has increased its target price for CubeSmart (CUBE) shares to $42 from the previous $37. This decision likely reflects an improved outlook on the company's financial performance or market position.
Number of shareholders of CubeSmart – NYSE:CUBE
This article provides financial information for CubeSmart (NYSE: CUBE), a real estate investment trust. It focuses specifically on the number of shareholders for the company over different periods, along with the associated percentage changes. The content is presented within the context of TradingView's platform, offering market data and financial tools.
Wolverine Asset Management LLC Takes Position in CubeSmart $CUBE
Wolverine Asset Management LLC recently acquired a new stake of 27,310 shares in CubeSmart (NYSE:CUBE) during Q4, valued at approximately $985,000. This comes as CubeSmart reported strong Q1 earnings, beating estimates with $0.36 EPS and $281.9M revenue, and provided FY2026 EPS guidance. While institutional investors dominate ownership, insider Jeffrey P. Foster recently trimmed his stake, and the company maintains a quarterly dividend yield of around 5.4%.
CubeSmart (NYSE:CUBE) - Stock Analysis
This Simply Wall St analysis of CubeSmart (NYSE:CUBE) reveals the company is trading 23.9% below its estimated fair value and offers a high dividend yield of 5.27%. The report highlights CubeSmart's recent Q1 2026 earnings exceeding estimates, strategic acquisitions, and share repurchases, while also noting risks such as debt not well covered by operating cash flow and a forecasted decline in earnings. Analyst price targets hover around $42, with mixed sentiment regarding future growth and market trends.
CubeSmart Reports Lower Earnings, Expands JV and Share Buybacks
CubeSmart (NYSE: CUBE) reported a decline in first-quarter earnings due to higher expenses and interest costs, despite modest revenue growth. The company's net income attributable to common shareholders fell to $82.9 million, or $0.36 per diluted share. CubeSmart also expanded its joint venture portfolio and repurchased shares, while projecting full-year 2026 diluted earnings per share between $1.55 and $1.63.
CubeSmart Reports Q1 2026 Results: Full Earnings Call Transcript
CubeSmart (NYSE: CUBE) reported encouraging first-quarter 2026 results, with same-store revenue growth turning positive at 0.6% and net rentals increasing by 240%, primarily driven by strong demand in urban markets. The company reaffirmed its 2026 guidance, expecting continued gradual improvement in occupancy and rates, particularly from the Acela corridor and improving Sun Belt markets. CubeSmart remains focused on strategic growth through high-quality portfolio acquisitions, joint ventures, and share repurchases, maintaining a strong balance sheet.
Victims suggest Englewood self-storage burglary was inside job, seek $1M
A North Face apparel designer and his wife are suing CubeSmart and its general manager for over $1 million, alleging that the burglary of their storage unit containing $200,000 worth of sneakers and apparel was an inside job. They claim the general manager lied about prior break-ins and may have been involved in the planned theft. Authorities have made one arrest, but the couple believes accomplices are still at large and are seeking security footage and other evidence from CubeSmart.
Royal Bank Of Canada Reaffirms Outperform Rating for CubeSmart (NYSE:CUBE)
Royal Bank of Canada has reaffirmed an "Outperform" rating for CubeSmart (NYSE:CUBE) with a $46.00 price target, indicating a 16.9% potential upside. This comes after CubeSmart exceeded Q1 earnings and revenue estimates. Despite this, the stock declined by approximately 2% intraday, and the overall consensus among analysts for CUBE is a "Hold" with an average target price of $43.57.
CubeSmart Highlights Strategy and Growth Outlook to Investors
CubeSmart (CUBE) shared its strategic overview with investors, emphasizing a robust five-year growth in FFO, dividends, and shareholder returns, driven by its scalable self-storage platform and strong balance sheet. The company highlighted favorable industry dynamics and disciplined acquisitions as key to sustained long-term value creation, despite some housing-related headwinds. Analysts maintain a "Buy" rating on CUBE stock, with TipRanks' AI Analyst, Spark, also rating it as "Outperform" due to solid financial performance and improving operating indicators.
CubeSmart (NYSE: CUBE) posts May 2026 investor slide presentation in 8-K
CubeSmart (NYSE: CUBE) filed an 8-K furnishing its May 2026 investor slide presentation, which may be used in meetings with investors. The filing clarifies that this presentation, attached as Exhibit 99.1, is furnished under Regulation FD and is not deemed "filed" for liability purposes under Section 18 of the Exchange Act. The presentation itself highlights CubeSmart's high-quality portfolio, strong operational performance, disciplined investment strategy, and consistent financial returns, including 16 consecutive years of dividend increases.
144] CubeSmart SEC Filing
This article reports a CubeSmart (CUBE) SEC Filing on Form 144, indicating a proposed sale of securities. The filing specifies the sale of 108,932 Common Shares acquired through a stock option exercise, with an aggregate market value of over $4.3 million. This public disclosure provides details on the filer, issuer, and the nature of the securities transaction.
CubeSmart Reports Q1 2026 Results: Full Earnings Call Transcript
CubeSmart (NYSE: CUBE) reported encouraging first-quarter results for 2026 with a 0.6% increase in same-store revenue growth, marking a positive shift since mid-2024. The company highlighted strong demand trends, a 240% increase in net rentals, and improved occupancy, particularly in urban markets. Leadership reiterated its 2026 guidance, expecting continued gradual improvement throughout the year, driven by strategic portfolio management, joint ventures, and share repurchases.
Evercore Initiates CubeSmart(CUBE.US) With Buy Rating, Announces Target Price $48
Evercore has initiated coverage of CubeSmart (CUBE.US) with a "Buy" rating. The investment firm has set a target price of $48 for the company's stock. This indicates a positive outlook on CubeSmart's future performance.
Analysts Offer Insights on Real Estate Companies: Cubesmart (CUBE) and Diamondrock (DRH)
Two real estate companies, Cubesmart (CUBE) and Diamondrock (DRH), have received bullish sentiments from analysts. Truist Financial analyst Michael Lewis reiterated a Buy rating on Cubesmart, noting the company's shares are near their 52-week low. Similarly, Truist Financial analyst Patrick Scholes maintained a Buy rating on Diamondrock, with TipRanks – OpenAI also upgrading its stock to Buy.
Davis Selected Advisers Makes New Investment in CubeSmart $CUBE
Davis Selected Advisers has initiated a new position in CubeSmart (NYSE:CUBE), purchasing over 90,000 shares valued at approximately $3.28 million in the fourth quarter. This comes amidst mixed signals for CubeSmart, including slightly beating Q1 earnings and revenue estimates but issuing cautious guidance for Q2 and FY2026, leading to a consensus "Hold" rating from analysts. Concerns exist regarding the sustainability of its 5.3% dividend yield due to an elevated payout ratio of 146.21%.
CubeSmart (CUBE) Valuation Check After Q1 2026 Earnings Beat And Recent Share Price Strength
CubeSmart (CUBE) recently reported strong Q1 2026 earnings, with revenues and FFO exceeding expectations, leading to a 9.9% 30-day share price return. Despite a current trading price of US$40.14, the company is considered "undervalued" with a narrative fair value of US$42.00, suggesting a potential 23% intrinsic discount. This valuation is supported by consistent demand for self-storage and anticipated revenue growth through 2025 and 2026, though risks like Sunbelt competition and weaker same-store growth exist.
CubeSmart (CUBE) Valuation Check After Q1 2026 Earnings Beat And Recent Share Price Strength
CubeSmart (CUBE) recently reported Q1 2026 results, showing revenues and FFO slightly above expectations, leading to a 9.9% 30-day share price return. Despite trading at $40.14 against a narrative fair value of $42.00, the company is considered 4.4% undervalued, driven by steady demand for self-storage and potential for gradual recovery in move-in rates. However, potential risks include supply easing and competition in the Sunbelt.
