Trillium Asset Management LLC Buys Shares of 74,495 CubeSmart $CUBE
Trillium Asset Management LLC has acquired 74,495 shares of CubeSmart (NYSE:CUBE), valued at approximately $2.96 million, marking a new position for the firm in the real estate investment trust. Institutional investors now hold 97.61% of CubeSmart's stock. Despite missing earnings expectations with $0.39 EPS against an anticipated $0.64, the company reported $286.49 million in revenue and declared a quarterly dividend of $0.53 per share, yielding 5.1% annually.
Ceredex Value Advisors LLC Invests $11.38 Million in CubeSmart $CUBE
Ceredex Value Advisors LLC has invested $11.38 million in CubeSmart (NYSE:CUBE) by purchasing 286,250 shares, with other institutional investors also taking new positions, bringing total institutional ownership to 97.61%. Despite beating revenue expectations, CubeSmart missed EPS estimates for the last quarter and currently holds a consensus "Hold" rating from analysts with an average price target of $43.50. The company recently declared a quarterly dividend of $0.53 per share, representing a 5.1% annualized yield.
Cubesmart (CUBE) Receives a Buy from Barclays
Barclays analyst Brendan Lynch maintained a Buy rating for Cubesmart (CUBE) with a price target of $46.00, while RBC Capital also issued a Buy rating. This positive outlook contrasts with UBS, which assigned a Hold rating. Despite a negative sentiment from corporate insider activity, Cubesmart reported increased quarterly revenue and net profit.
Pallas Capital Advisors LLC Makes New Investment in CubeSmart $CUBE
Pallas Capital Advisors LLC has made a new investment in CubeSmart (NYSE:CUBE), acquiring 24,643 shares valued at approximately $980,000. Institutional investors and hedge funds collectively own 97.61% of the REIT. Despite the investment, analysts maintain a "Hold" rating with an average price target of $43.50, while CubeSmart reported mixed Q2 earnings, beating revenue estimates but missing EPS.
CubeSmart (CUBE) Is Back In Focus, What Is Catching Investors’ Attention?
CubeSmart (CUBE) has seen a 16.21% year-to-date climb in its share price, sparking investor interest in its dividend profile, growth potential, and exposure to migration trends within the self-storage REIT sector. While the company is considered 4.6% undervalued with a fair value estimate of $43.13 per share, investors are advised to consider potential risks such as new supply in Sunbelt markets and slower-than-expected revenue recovery. Simply Wall St encourages a comprehensive review of CubeSmart's financials and suggests exploring other investment opportunities.
Diamond Hill Capital Management LLC Investment Advisor Invests $68.55 Million in CubeSmart $CUBE
Diamond Hill Capital Management LLC Investment Advisor has acquired a new stake of 1.72 million shares in CubeSmart (NYSE:CUBE), valued at approximately $68.55 million, representing 0.77% of the company. Institutional investors and hedge funds now collectively own 97.61% of the REIT. Despite CubeSmart missing earnings estimates with $0.39 EPS against a $0.64 consensus, its revenue of $286.49 million surpassed expectations, and the company announced a quarterly dividend of $0.53, yielding 5.1%.
Focus Partners Advisor Solutions LLC Takes Position in CubeSmart $CUBE
Focus Partners Advisor Solutions LLC acquired 25,658 shares of CubeSmart (NYSE:CUBE), valued at approximately $1.02 million, during the second quarter. Despite missing EPS estimates, CubeSmart reported revenue exceeding expectations and declared a quarterly dividend of $0.53 per share, resulting in a 5.1% yield. Analysts currently hold a "Hold" consensus rating for CubeSmart, with an average price target of $43.50.
Stronger Q2 Results And Higher Guidance Could Be A Game Changer For CubeSmart (CUBE)
CubeSmart (CUBE) reported stronger Q2 results in July 2026, with higher revenue and net income, and raised its full-year 2026 guidance for EPS, same-store revenue, and NOI. This upward revision suggests management sees more resilience in the business, though the investment narrative still considers risks like oversupply in Sunbelt markets. Despite better guidance, investors are cautioned to consider the impact of persistent new supply and explore diverse fair value estimates.
Stronger Q2 Results And Higher Guidance Could Be A Game Changer For CubeSmart (CUBE)
CubeSmart (CUBE) reported stronger Q2 2026 results with increased revenue and net income, leading to an upward revision of its full-year EPS guidance and the issuance of new Q3 earnings guidance. This positive outlook suggests greater business resilience, although concerns about oversupply in certain Sunbelt markets and slower move-in recovery persist. The article discusses how this improved guidance might influence the REIT's investment narrative, emphasizing that while near-term earnings appear firmer, long-term supply pressures remain a key consideration.
Stronger Q2 Results And Higher Guidance Could Be A Game Changer For CubeSmart (CUBE)
CubeSmart (CUBE) reported stronger Q2 results with increased revenue and net income, leading to a raised full-year 2026 earnings guidance. This positive revision suggests greater business resilience than previously expected, despite ongoing risks like oversupply in Sunbelt markets. The new guidance provides a clearer near-term earnings outlook for investors, although long-term supply pressures remain a consideration.
Bank of America Corp DE Has $48.44 Million Stock Position in CubeSmart $CUBE
Bank of America Corp DE increased its stake in CubeSmart (NYSE:CUBE) by 12.2% in the first quarter, now holding 1.32 million shares valued at $48.44 million. Institutional investors collectively own 97.61% of CubeSmart's stock. The company faces mixed analyst sentiment, a consensus "Hold" rating, and recently reported quarterly revenue ahead of estimates but missed earnings per share expectations.
CubeSmart (CUBE) Institutional Ownership 2026 $CUBE
This article details the institutional ownership of CubeSmart (NYSE:CUBE), including the percentage of stock owned by institutions, major buyers and sellers, and specific quarterly holdings by various firms. It highlights that institutional investors own 97.61% of CubeSmart's stock, with BlackRock Inc., Vanguard Group Inc., and FMR LLC being among the most heavily invested. The data is compiled from quarterly 13F filings up to August 8, 2026.
CubeSmart (CUBE) Q2 2026 Earnings Call Transcript
CubeSmart (CUBE) announced its Q2 2026 earnings, highlighting a return to positive growth with same-store revenue increasing by 0.8% year over year and FFO at $0.63 per diluted share. The company updated its full-year guidance, anticipating continued top-line acceleration and moderating expense growth in the second half of 2026. Management also detailed a new joint venture with Heitman to contribute noncore assets and fund share repurchases, along with an expanded revolving credit facility.
Will Strong Q2 Results, Buybacks and Higher Guidance Change CubeSmart's (CUBE) Narrative
CubeSmart (CUBE) reported strong Q2 2026 results with increased revenue and net income, alongside a share repurchase program and quarterly dividend. The company also raised its full-year earnings guidance, including a higher EPS range and improved same-store revenue and net operating income outlook. Despite these positive developments, the article notes that persistent new supply in Sunbelt markets could still pose a risk, and investors should consider multiple perspectives before forming expectations.
Analysts Offer Insights on Real Estate Companies: Omega Healthcare (OHI) and Cubesmart (CUBE)
RBC Capital analysts have provided insights on two real estate companies: Omega Healthcare (OHI) and Cubesmart (CUBE). Michael Carroll maintained a Hold rating on Omega Healthcare with a $51.00 price target, while Brad Heffern maintained a Buy rating on Cubesmart with a $47.00 price target. The article details analyst consensus ratings and recent price movements for both stocks.
RBC Capital Maintains CubeSmart(CUBE.US) With Buy Rating, Raises Target Price to $47
RBC Capital has reiterated its Buy rating on CubeSmart (CUBE.US) and increased its price target for the stock to $47. This update reflects the firm's continued confidence in the self-storage real estate investment trust.
Analysts Conflicted on These Real Estate Names: CBRE Group (CBRE) and Cubesmart (CUBE)
Analysts are divided on two real estate companies: CBRE Group (CBRE) and Cubesmart (CUBE). While CBRE Group received a "Strong Buy" consensus with a significant upside, Cubesmart was rated a "Moderate Buy" with a more modest projected gain, and one analyst reiterated a "Hold" rating.
Will Strong Q2 Results, Buybacks and Higher Guidance Change CubeSmart's (CUBE) Narrative
CubeSmart recently announced strong Q2 2026 results, including higher revenue and net income, significant share buybacks, and an affirmed quarterly dividend. Following this performance, the company raised its full-year earnings guidance, improving its EPS range and outlook for same-store revenue and net operating income. This positive update suggests a modest near-term improvement, but investors should still consider the potential impact of new supply in key Sunbelt markets.
Will Strong Q2 Results, Buybacks and Higher Guidance Change CubeSmart's (CUBE) Narrative
CubeSmart (CUBE) reported strong Q2 2026 results, including increased revenue and net income, share repurchases, and a confirmed dividend. The company raised its full-year earnings guidance, signaling improved operating performance. While this suggests a modest near-term improvement, investors should still consider the risk of persistent new supply in certain markets affecting recovery.
California State Teachers Retirement System Raises Position in CubeSmart $CUBE
The California State Teachers Retirement System significantly increased its stake in CubeSmart (NYSE:CUBE) by 22.3% in Q1, now owning 264,787 shares valued at $9.7 million. Institutional investors hold 97.61% of CubeSmart stock. Despite revenue beating expectations, Q1 adjusted earnings of $0.39 per share missed the consensus estimate of $0.64.
RBC Capital raises CubeSmart stock price target on improving trends By Investing.com
RBC Capital has increased its price target for CubeSmart (NYSE:CUBE) to $47 from $46, maintaining an Outperform rating, due to improving trends in the self-storage company. CubeSmart's recent Q2 results surpassed Wall Street expectations, with earnings of $0.39 per share and revenue of $286.5 million, leading management to raise its full-year outlook. The company's new joint venture and aggressive share buyback program are expected to further support its financial performance.
KeyBanc on CubeSmart (CUBE): 'Recovery Momentum Builds, but Awaiting the Next Growth Catalyst'
KeyBanc analyst Todd Thomas reiterated a Sector Weight rating on CubeSmart (CUBE) following its Q2 2026 earnings report. While operating trends and July momentum show signs of recovery, with moderating supply and lower customer turnover supporting this, the analyst believes shares are fairly valued due to limited near-term catalysts. The report highlights CubeSmart's strong portfolio and NYC exposure but suggests it will trade in line with its subsector given a challenging capital deployment backdrop compared to peers.
BofA Securities Adjusts CubeSmart Price Target to $48 From $47
BofA Securities has raised its price target for CubeSmart (CUBE) from $47 to $48, as reported on August 3, 2026. This adjustment follows CubeSmart's recent Q2 2026 earnings call and updated earnings guidance for the fiscal year 2026. CubeSmart is a self-administered and self-managed real estate investment trust specializing in self-storage properties.
Janus Henderson Group PLC Reduces Position in CubeSmart $CUBE
Janus Henderson Group PLC reduced its stake in CubeSmart (NYSE:CUBE) by 31.7% in the first quarter, selling 428,398 shares but still retaining 922,766 shares valued at approximately $33.8 million. Despite this reduction, institutional investors collectively own 97.61% of the REIT. CubeSmart reported mixed Q2 2026 results with revenue beating estimates but FFO and EPS missing forecasts, though management raised full-year adjusted earnings guidance and declared a quarterly dividend of $0.53 per share, representing a 5.1% annualized yield.
BRIEF-CubeSmart Q2 EPS USD 0.39
CubeSmart (CUBE) reported its Q2 Earnings Per Share (EPS) as USD 0.39. This brief financial update provides key information about the company's performance for the quarter. The full article can be accessed through TradingView.
CubeSmart (CUBE) Stock Drifts As Margin Erosion Clouds Debt Coverage
CubeSmart (CUBE) stock saw minimal movement after its Q2 2026 earnings, despite steady revenue and net income. The primary concern for investors is the erosion of its net profit margin, which fell from 34.2% to 29.3%, and the weak cash coverage of its debt, even with an extended liquidity provided by a new $1 billion revolver. This indicates that while earnings remain stable, underlying financial health related to profitability and debt management is under pressure.
Earnings call transcript: CubeSmart beats Q2 2026 forecasts as growth inflects
CubeSmart (NYSE: CUBE) reported Q2 2026 results that surpassed Wall Street expectations, with earnings of $0.39 per share and revenue of $286.5 million. The self-storage company noted a positive inflection point in its business, characterized by accelerated same-store revenue growth, stabilized occupancy, and raised full-year guidance. Management highlighted resilient demand, moderating supply impact, and strategic capital allocation including a new joint venture and share repurchases as key drivers for optimism heading into 2027.
CubeSmart (CUBE) Stock Drifts As Margin Erosion Clouds Debt Coverage
CubeSmart's stock saw a minimal increase after its Q2 2026 earnings report, despite steady revenue and net income. The market remains cautious due to a declining net profit margin (from 34.2% to 29.3%) and concerns over debt coverage by operating cash flow. While the company's urban-focused portfolio and recent upsized revolver offer some stability, investors are weighing the solid earnings against these margin pressures and weaker cash flow.
CubeSmart (CUBE) Stock Drifts As Margin Erosion Clouds Debt Coverage
CubeSmart's stock saw a minimal increase after its Q2 2026 earnings report, as investors weigh stable revenue and net income against a declining net profit margin and weaker cash coverage of debt. The company's urban-focused portfolio and maintained dividend provide a bullish outlook, while concerns persist over margin pressure and reliance on external funding.
CubeSmart: Q2 Earnings Snapshot
This article provides a brief snapshot of CubeSmart's Q2 earnings. No specific financial details are available within the provided text, as the content appears to be a placeholder or incomplete.
CubeSmart earnings beat by $0.03, revenue topped estimates
CubeSmart (NYSE: CUBE) reported better-than-expected earnings for the second quarter, with EPS of $0.39 against an analyst estimate of $0.36. The company also surpassed revenue expectations, bringing in $286.5 million compared to the consensus estimate of $280.63 million. Following the report, CubeSmart's stock price closed at $41.24, showing positive performance over the last three and twelve months.
CubeSmart reports Q2 2026 earnings with $0.39 EPS and expands credit facility to $1B.
CubeSmart (CUBE) announced its Q2 2026 earnings, reporting a diluted EPS of $0.39 and adjusted FFO per share of $0.63. The company also expanded its revolving credit facility to $1 billion, repurchased 1.1 million shares for $42.5 million, and formed a joint venture with Heitman involving 15 stores. Additionally, CubeSmart declared a quarterly dividend of $0.53 per common share for Q3 2026, payable on October 15, 2026.
CubeSmart earnings beat by $0.03, revenue topped estimates
CubeSmart (NYSE: CUBE) reported strong second-quarter results, with earnings per share of $0.39, surpassing analyst estimates of $0.36 by $0.03. The company's revenue also exceeded expectations, coming in at $286.49 million against a consensus estimate of $280.63 million. Following these positive results, CubeSmart's stock has shown an upward trend, increasing by 2.74% over the last three months and 3.36% over the last year.
CubeSmart (CUBE) Q2 FFO Miss Estimates
CubeSmart (CUBE) reported Q2 funds from operations (FFO) of $0.63 per share, missing the Zacks Consensus Estimate of $0.64, though revenues of $286.49 million surpassed expectations. The company has a Zacks Rank #3 (Hold) despite outperforming the S&P 500 year-to-date, with its immediate stock movement largely dependent on management's commentary. Investors are also looking at Hudson Pacific Properties (HPP), another industry player, set to report results soon.
CubeSmart: Q2 Earnings Snapshot
This article provides a brief earnings snapshot for CubeSmart for its second quarter. No specific financial details are available in this truncated content.
CUBESMART ($CUBE) Releases Q2 2026 Earnings, Stock Rises
CUBESMART ($CUBE) announced its Q2 2026 earnings, reporting $0.63 per share, which beat analyst estimates, despite revenue of $286.49 million falling slightly short of projections. Following the announcement, the company's stock price increased by 2.84%. The article also details recent insider trading activity, primarily sales, and significant shifts in institutional holdings, alongside various analyst price targets for CUBE.
CubeSmart (CUBE) Tops Q2 EPS by 3c
CubeSmart (NYSE: CUBE) reported its Q2 earnings per share (EPS) of $0.39, surpassing the analyst estimate of $0.36 by $0.03. This indicates a positive performance for the self-storage real estate investment trust during the second quarter. Investors can find CubeSmart's detailed earnings history and related data on StreetInsider.com.
CubeSmart Agrees to Contribute 15 Stores to $197M Heitman Venture
CubeSmart (NYSE: CUBE) reported Q2 2026 diluted EPS of $0.39, with adjusted FFO per diluted share decreasing 3.1% to $0.63. The company announced a new joint venture with Heitman Capital Management, contributing 15 stores valued at $197.0 million while retaining a 20% interest. CubeSmart also expanded its revolving credit facility to $1 billion and repurchased 1.1 million shares for $42.5 million, while raising its 2026 guidance midpoints despite a 0.7% decrease in same-store NOI.
CubeSmart Reports Second Quarter 2026 Results
CubeSmart announced its second quarter 2026 operating results, reporting diluted EPS of $0.39 and FFO, as adjusted, per diluted share of $0.63. The company highlighted continued momentum in operating fundamentals, including improved occupancy and pricing, and updated its full-year 2026 financial outlook, increasing the midpoint of its guidance ranges for same-store revenue, same-store NOI, and FFO. Key activities included repurchasing shares, expanding its third-party management platform, and forming a joint venture with Heitman.
CubeSmart earnings on deck as storage fundamentals strengthen
CubeSmart is set to release its second-quarter results with analysts anticipating an EPS of 36 cents and revenue of $280.6 million. The company is transitioning towards operational improvement, with recent analyst upgrades and a stock price near its 52-week high reflecting growing optimism. Key factors for investors include move-in rate trends, sustained same-store revenue growth, and its capital deployment strategy, particularly after a joint venture with CBRE Investment Management.
CubeSmart (CUBE) Reaffirms Its Dividend, Is The Stock Still Undervalued?
CubeSmart (CUBE) has reaffirmed its quarterly dividend of $0.53 per common share, accompanying recent share price gains. While analysts see it as slightly undervalued with a consensus price target of $43.13, its intrinsic value estimates vary, leading to a valuation debate. Investors are encouraged to further analyze its income strength and potential risks.
CubeSmart beats EPS estimates, shares rise
CubeSmart (NYSE:CUBE) reported second-quarter adjusted EPS of $0.63, significantly beating analyst estimates of $0.36. The self-storage operator also raised its full-year 2026 adjusted FFO per share guidance and increased its same-store revenue and NOI growth guidance. Following these positive results, the company's shares rose 2.6% in after-hours trading.
Lazard Asset Management LLC Decreases Stock Position in CubeSmart $CUBE
Lazard Asset Management LLC reduced its stake in CubeSmart (CUBE) by 34.6% in the first quarter, selling over 162,000 shares and retaining a position valued at $11.22 million. Despite this, other institutional investors increased their holdings, with institutional ownership of CubeSmart reaching 97.61%. The REIT also reported strong Q1 earnings, beating consensus estimates, and declared a quarterly dividend of $0.53 per share, yielding 5.0%.
Arrowstreet Capital Limited Partnership Boosts Holdings in CubeSmart $CUBE
Arrowstreet Capital Limited Partnership increased its stake in CubeSmart (NYSE:CUBE) by 3.5% in the first quarter, holding over 831,000 shares worth $30.46 million. Other institutional investors also adjusted their positions, and hedge funds and institutions now own 97.61% of the company's stock. Analysts have set new price targets, with an average "Hold" rating and a consensus target price of $43.42 for CubeSmart.
CubeSmart (NYSE:CUBE) Announces Quarterly Dividend of $0.53
CubeSmart (NYSE: CUBE) has declared a quarterly dividend of $0.53 per share, payable on October 15th to shareholders of record on October 1st. This dividend represents an annualized yield of 5.0% and marks the 16th consecutive year the company has increased its dividend. Although the current payout ratio of 135% exceeds earnings, analysts anticipate future earnings growth will reduce the forward payout ratio to approximately 81.5%.
CubeSmart (CUBE) Q2 2026 Earnings Beat and Guidance Raise Explained
CubeSmart (CUBE) reported strong Q2 2026 earnings, beating analyst estimates for both EPS and revenue. The company raised its full-year guidance, indicating sustained positive momentum, and formed a $197 million joint venture with Heitman Capital to fund share repurchases. Same-store revenue growth was driven by increased occupancy and pricing power.
Sei Investments Co. Buys 370,347 Shares of CubeSmart $CUBE
Sei Investments Co. significantly increased its stake in CubeSmart (NYSE:CUBE) by 142.2%, acquiring an additional 370,347 shares, bringing its total ownership to 630,877 shares valued at $23.1 million. The self-storage REIT has garnered a mixed but improving analyst sentiment, with several firms upgrading ratings or raising price targets, resulting in a consensus "Hold" rating and an average price target of $43.42. CubeSmart also reported strong quarterly earnings, beating revenue and EPS estimates, and declared a quarterly dividend of $0.53, representing an annualized yield of 5.0%.
CubeSmart To Go Ex-Dividend On October 1st, 2026 With 0.53 USD Dividend Per Share
CubeSmart (NYSE:CUBE) is set to go ex-dividend on October 1st, 2026, with a dividend payment of $0.53 per share. This information is crucial for investors as it impacts when they need to own the stock to be eligible for the upcoming dividend.
CubeSmart declares $0.53 quarterly dividend for Q3 2026, payable October 15
CubeSmart (CUBE) has announced a quarterly dividend of $0.53 per common share for the third quarter ending September 30, 2026. This dividend is payable on October 15, 2026, to shareholders of record as of October 1, 2026. The company, a leading self-storage real estate investment trust, operates 1,535 locations across the U.S.
CubeSmart Keeps Quarterly Dividend of $0.53 per Share, Payable Oct. 15 to Shareholders of Record Oct. 1
CubeSmart announced it will maintain its quarterly dividend of $0.53 per share. This dividend is payable on October 15th to shareholders of record as of October 1st. The company, a self-administered and self-managed real estate investment trust specializing in self-storage properties, also has its Q2 2026 earnings release scheduled for July 30th.
