CubeSmart (NYSE:CUBE) Upgraded to Hold at Wall Street Zen
Wall Street Zen has upgraded CubeSmart (NYSE:CUBE) from a "sell" to a "hold" rating, contributing to the stock's overall "Hold" consensus among analysts with an average price target of $44.13. The self-storage REIT has a market capitalization of $9.19 billion, a P/E ratio of 25.84, and high institutional ownership at 97.61%, with significant recent activity from major investors like Norges Bank and JPMorgan Chase & Co. The company's shares opened at $40.31, sitting within its 52-week range of $34.24 to $44.13.
Presima Securities ULC Reduces Stake in CubeSmart $CUBE
Presima Securities ULC recently reduced its stake in CubeSmart (NYSE:CUBE) by 19.3%, selling 94,047 shares and now holding 393,946 shares valued at approximately $16.02 million. This move makes CubeSmart its 10th largest holding. Despite a dividend increase to $0.53 per share, concerns about dividend sustainability are noted due to a high payout ratio of 135.9%, coinciding with softened analyst sentiment and a consensus "Hold" rating.
CubeSmart (CUBE) Expected to Announce Earnings on Thursday
CubeSmart (NYSE: CUBE) is expected to announce its Q4 2025 earnings after market close on Thursday, February 26th, with analysts forecasting $0.66 per share and $280.11 million in revenue. The company recently increased its quarterly dividend to $0.53, resulting in an annualized yield of 5.5%, although its dividend payout ratio is high at 135.9%. Despite a consensus "Hold" rating and recent price target cuts, institutional investors show continued interest, with hedge funds owning 97.61% of the stock.
Analysis of CubeSmart's Self-Storage Market Performance
CubeSmart (CUBE) has underperformed the market and its larger rivals over the past decade, holding only a 4.9% market share in the U.S. self-storage sector. Despite this, the company saw its first year-over-year increase in move-in rates since early 2022 in Q3, signaling a gradual market recovery. Joint ventures, such as a recent $250 million partnership with CBRE Investment Management, are highlighted as key opportunities for accelerating growth in high-growth markets for CubeSmart.
Video Case Study: CubeSmart Nashville’s Award-Winning, Smart Self-Storage Facility, Powered by Nokē
This video case study highlights the CubeSmart facility on Dickerson Pike in Nashville, an award-winning smart self-storage facility designed by Farragut Investments and powered by Nokē Smart Entry. The 92,000-square-foot facility features 1,131 units with mobile access, digital key sharing, integrated doors, and climate control. The case study delves into why Farragut Investments chose smart technology, its integration during construction, and customer feedback on the Nokē system, emphasizing benefits like operational efficiency, enhanced security, and reduced costs.
Rhumbline Advisers Has $27.53 Million Stake in CubeSmart $CUBE
Rhumbline Advisers recently decreased its stake in CubeSmart (NYSE:CUBE) by 6.6% in the third quarter, holding 676,962 shares valued at $27.53 million. Despite this, other institutional investors have either increased their positions or initiated new ones in the real estate investment trust. CubeSmart declared an increased quarterly dividend of $0.53, leading to an annualized dividend of $2.12 and a yield of 5.4%.
A Look At CubeSmart (CUBE) Valuation After New Self Storage Venture And Debt Issuance
CubeSmart (CUBE) has recently made headlines with a US$250 million self-storage venture with CBRE Investment Management and a US$450 million unsecured note issuance. The stock shows a 5.35% 90-day return and a 9.07% year-to-date return, reflecting renewed investor interest despite longer-term declines. Simply Wall St's analysis suggests CUBE is currently undervalued at $38.61, with a fair value estimate of $41.53, based on anticipated improvements in net margins and FFO driven by expense discipline.
Caprock Group LLC Purchases Shares of 43,114 CubeSmart $CUBE
Caprock Group LLC recently acquired 43,114 shares of CubeSmart (NYSE: CUBE) for approximately $1.76 million, increasing institutional ownership to 97.61%. CubeSmart also raised its quarterly dividend to $0.53, yielding 5.4%, though its payout ratio is high at 135.9%. Despite some analyst downgrades and price target cuts, the stock currently holds a "Hold" consensus rating with an average target price of $44.13.
Does CubeSmart’s CBRE Storage Venture and Higher Leverage Change The Bull Case For CUBE?
CubeSmart has entered a US$250 million self-storage venture with CBRE Investment Management, with CubeSmart managing the properties. This new partnership, alongside CubeSmart's increased debt from a recent unsecured note issuance and slower dividend growth, raises questions for investors about the company's balance between expansion, balance sheet risk, and dividend sustainability. The article explores how these developments impact CubeSmart's growth and risk profile, noting that while the venture adds growth potential, it also highlights existing concerns regarding financial flexibility and income sustainability.
Allianz Asset Management GmbH Sells 190,836 Shares of CubeSmart $CUBE
Allianz Asset Management GmbH significantly reduced its stake in CubeSmart (NYSE:CUBE) by 83.7% in the third quarter, selling 190,836 shares and bringing its total ownership to 37,259 shares valued at $1,515,000. This move comes as other institutional investors have either increased or decreased their holdings, and analysts have issued mixed ratings with an average price target of $44.13. CubeSmart recently increased its quarterly dividend to $0.53 per share, yielding 5.5% annually.
CubeSmart (NYSE:CUBE) Given Average Rating of "Hold" by Analysts
Analysts have given CubeSmart (NYSE:CUBE) an average rating of "Hold" with a 12-month mean price target of $44.13, suggesting modest upside from its current share price of $38.60. The company recently raised its quarterly dividend to $0.53, resulting in a 5.5% yield, though its payout ratio of 135.9% raises questions about sustainability. MarketBeat reports that out of sixteen brokerages, eleven rated the stock as "Hold" and five as "Buy," with some recent price target trims and downgrades by major banks reflecting mixed sentiment.
A Look At CubeSmart (CUBE) Valuation After New Self Storage Venture And Debt Issuance
CubeSmart (CUBE) has recently formed a US$250 million self-storage venture with CBRE Investment Management and issued a US$450 million unsecured note. Despite a recent share price gain, the company's valuation, currently at US$38.61, is considered 7% undervalued with a narrative fair value of US$41.53. This valuation hinges on the company's ability to manage storage demand, maintain expense discipline, and navigate potential risks like new supply in key markets.
CubeSmart’s 73% Payout Ratio Looks Safe but the Balance Sheet Adds Major Risk
CubeSmart (CUBE) demonstrated a strong dividend coverage with a 73.1% payout ratio from operating cash flow and a 1.27x coverage from free cash flow in 2024. While the dividend, currently yielding 5.42%, appears safe due to solid cash generation, the company's rising debt-to-equity ratio of 1.34x and recent $450 million unsecured note issuance introduce significant balance sheet risk. Dividend growth has also slowed to 2% from historical double-digit rates, suggesting limited future growth despite the safety of the current payout.
CubeSmart $CUBE Shares Purchased by Diamond Hill Capital Management Inc.
Diamond Hill Capital Management Inc. increased its stake in CubeSmart (NYSE:CUBE) by 4.4% in the third quarter, bringing their total holdings to 1,813,777 shares valued at approximately $73.7 million. This move contributes to the high institutional ownership of CubeSmart stock, which stands at 97.61%. While the company recently raised its quarterly dividend to $0.53 (a 5.5% annual yield), analysts currently have a mixed-to-cautious outlook, with an average "Hold" rating and a price target of $44.13.
CubeSmart prices $450M notes offering
CubeSmart (NYSE:CUBE) has priced an offering of $450 million in 5.650% senior unsecured notes due 2030. The offering is expected to close on February 13, 2024, and the company plans to use the net proceeds to repay outstanding debt under its revolving credit facility and for general corporate purposes.
Analysts Offer Insights on Real Estate Companies: Omega Healthcare (OHI) and Cubesmart (CUBE)
Truist Financial maintained a Hold rating on Omega Healthcare (OHI) with a consensus Moderate Buy rating and a 12.4% upside. Bank of America Securities maintained a Buy rating on Cubesmart (CUBE) with an average price target of $41.11. These ratings provide insights from analysts on the Real Estate sector.
Analysts Offer Insights on Real Estate Companies: Omega Healthcare (OHI) and Cubesmart (CUBE)
Analysts have provided fresh ratings for Real Estate companies Omega Healthcare (OHI) and Cubesmart (CUBE). Truist Financial maintained a Hold rating on Omega Healthcare, while Bank of America Securities initiated a Buy rating on Cubesmart. Both companies have received a "Moderate Buy" consensus rating from analysts.
$250M Self-Storage Bet Begins With Phoenix Deal for CubeSmart, CBRE IM
CubeSmart (NYSE: CUBE) and CBRE Investment Management have formed a new $250 million self-storage venture, initiating their investment strategy with the acquisition of a self-storage facility in Phoenix, Arizona. This partnership aims to target high-growth markets across the United States, investing in core, core-plus, and value-add self-storage assets, with CubeSmart managing the properties. Both companies expressed confidence in the venture's potential for sustained growth and disciplined capital deployment in the compelling self-storage sector.
CubeSmart (CUBE) Receives Analyst Rating Update from Wells Fargo
Wells Fargo maintained its "Equal-Weight" rating for CubeSmart (CUBE) but lowered the price target from $44.00 to $40.00. This update follows a series of recent analyst actions, including downgrades and price target reductions from other firms, as the self-storage REIT navigates dynamic market conditions. Despite the lowered targets, analysts project an average upside of 8.64% from the current price, while GuruFocus estimates a 15.48% upside based on its fair value assessment.
Wells Fargo Maintains CubeSmart(CUBE.US) With Hold Rating, Cuts Target Price to $40
Wells Fargo analyst Eric Luebchow has reiterated a "hold" rating for CubeSmart (CUBE.US) but has lowered the target price from $44 to $40. According to TipRanks data, the analyst has a 52.2% success rate and an average annual return of 8.1%. This rating and price adjustment are based on analyst data provided by TipRanks.
CubeSmart price target lowered to $40 from $44 at Wells Fargo
Wells Fargo has lowered its price target for CubeSmart (CUBE) to $40 from $44, while maintaining an "Equal Weight" rating on the shares. The firm expresses slight caution regarding storage REITs, noting their 9% year-to-date increase driven by housing enthusiasm, despite expectations that 2026 outlooks might fall slightly below Street estimates.
CubeSmart and CBRE Investment Management Announce Formation of Strategic Joint Venture
CubeSmart and CBRE Investment Management have formed a new strategic joint venture, initiating with the acquisition of a self-storage property in Phoenix, AZ. This $250 million venture will focus on investing in core, core-plus, and value-add self-storage opportunities across high-growth U.S. markets, with CubeSmart managing the properties. Both companies emphasize the venture's potential for long-term value creation and expansion in the self-storage sector.
A Look At CubeSmart’s (CUBE) Valuation After New CBRE Partnership And Phoenix Storage Acquisition
CubeSmart (CUBE) has partnered with CBRE Investment Management to acquire a Phoenix self-storage property as the initial asset in a new US$250 million venture. The article highlights that CubeSmart's shares have shown recent positive momentum, but despite this, the stock is estimated to be undervalued by approximately 32%, trading below its intrinsic value and an indicated fair P/E. It also mentions potential risks like new supply and rising operational costs that could impact future margins.
How a US$250 Million Self-Storage Venture At CubeSmart (CUBE) Has Changed Its Investment Story
CubeSmart has entered into a US$250 million self-storage venture with CBRE Investment Management, acquiring a property in Phoenix, Arizona. This partnership expands CubeSmart's operating footprint without significant balance sheet commitment, potentially easing debt concerns, though existing risks like earnings pressure remain. The article suggests that while the venture could influence future resilience, CubeSmart's investment narrative still hinges on dividend income and addressing current profit trends.
How a US$250 Million Self-Storage Venture At CubeSmart (CUBE) Has Changed Its Investment Story
CubeSmart has launched a US$250 million self-storage venture with CBRE Investment Management, acquiring a property in Phoenix. This partnership allows CubeSmart to expand its operational footprint without significant balance sheet commitment, potentially easing debt and capital concerns. While it shapes CubeSmart's investment narrative, the venture doesn't eliminate existing risks tied to earnings pressure and slower growth, but does enhance their operating platform.
CubeSmart and CBRE Investment Management Announce Formation of Strategic Joint Venture
CubeSmart and CBRE Investment Management have formed a new $250 million strategic joint venture focused on self-storage opportunities. The venture will invest in core, core-plus, and value-add properties in high-growth U.S. markets, with CubeSmart managing the stores. This partnership builds on existing collaborations and aims to enhance CubeSmart's growth profile while reflecting CBRE IM's strong conviction in the self-storage sector.
CubeSmart and CBRE Investment Management form $250 million storage venture
CubeSmart and CBRE Investment Management have announced a $250 million joint venture focused on self-storage investments, with their first acquisition in Phoenix, Arizona. CubeSmart will manage all properties, leveraging its 22-year dividend payment history and 5.72% dividend yield. The venture aims to expand CubeSmart's market presence, though recent analyst ratings have been mixed regarding the company's growth outlook.
CubeSmart and CBRE Investment Management form $250 million storage venture By Investing.com
CubeSmart (NYSE:CUBE) and CBRE Investment Management have announced a new $250 million joint venture focused on self-storage investments, with their first acquisition already completed in Phoenix, Arizona. CubeSmart will manage all properties for the venture, targeting high-growth U.S. markets. This partnership aims to leverage CubeSmart's consistent dividend payments and strong market presence, as it ranks among the top self-storage owners and operators.
CubeSmart Forms $250M Joint Venture With CBRE to Buy Self-Storage
CubeSmart has partnered with CBRE Investment Management in a $250 million strategic joint venture aimed at investing in self-storage facilities across the U.S. CubeSmart will manage the acquired assets, with the first acquisition already made in Phoenix. This collaboration builds on existing operational ties between the two companies, allowing CubeSmart to expand its growth and footprint in key markets.
CubeSmart, CBRE Investment announces formation of strategic joint venture
CubeSmart (CUBE) and CBRE Investment Management have formed a $250 million self-storage joint venture. The venture's first acquisition is a self-storage facility in Phoenix, AZ, aiming to invest in core, core-plus, and value-add opportunities in high-growth U.S. markets. This partnership builds on CubeSmart's history of collaborations, enhancing its growth and market footprint.
CubeSmart and CBRE Investment Management Announce Formation of Strategic Joint Venture
CubeSmart and CBRE Investment Management have announced a strategic joint venture, kicking off with the acquisition of a self-storage property in Phoenix, AZ. This $250 million venture plans to invest in core, core-plus, and value-add opportunities in high-growth U.S. markets, with CubeSmart managing the properties to enhance their value through its operating platform. Both companies expressed enthusiasm for the long-term value creation potential and expansion into attractive markets.
A $250M push into self-storage: inside CubeSmart's new venture
CubeSmart (NYSE: CUBE) and CBRE Investment Management have formed a strategic joint venture with a $250 million program to invest in U.S. self-storage assets. The venture has already acquired its first property in Phoenix, AZ, and plans to target core, core-plus, and value-add opportunities in high-growth markets. CubeSmart will manage the properties, leveraging its operating platform to enhance value and expand its footprint, while CBRE IM provides capital and investment expertise.
CubeSmart and CBRE Investment Management Announce Formation of Strategic Joint Venture
CubeSmart and CBRE Investment Management have formed a strategic joint venture with an initial acquisition in Phoenix, AZ, as part of a $250 million self-storage venture. CubeSmart will manage the properties, focusing on core, core-plus, and value-add opportunities in high-growth U.S. markets. This partnership aims to enhance CubeSmart's growth profile and expand its footprint while leveraging CBRE IM's conviction in the self-storage sector.
Keybank National Association OH Has $2.66 Million Stock Holdings in CubeSmart $CUBE
Keybank National Association OH significantly reduced its stake in CubeSmart by 47.9% in the third quarter, now holding 65,463 shares valued at approximately $2.66 million. Despite the reduction, CubeSmart increased its quarterly dividend to $0.53, leading to an annualized yield of 5.7%, though its payout ratio is high at 135.9%. Analysts currently rate CubeSmart as a "Hold" with a consensus price target of $44.40.
Is CubeSmart (CUBE) Pricing Look Interesting After Recent Self Storage REIT Reassessment
This article analyzes CubeSmart's (CUBE) pricing using two valuation approaches: Discounted Cash Flow (DCF) and Price vs. Earnings (P/E). The DCF model suggests CubeSmart is undervalued by 34.7% at its current share price of $37.53, with an estimated intrinsic value of $57.47 per share. The P/E
Is CubeSmart (CUBE) Pricing Look Interesting After Recent Self Storage REIT Reassessment
CubeSmart (CUBE) stock is currently trading at US$37.53, leading to an analysis of its valuation. A Discounted Cash Flow (DCF) model suggests the stock is undervalued by 34.7%, with an intrinsic value of $57.47 per share. Additionally, its Price/Earnings ratio of 23.97x is below Simply Wall St’s Fair Ratio of 30.21x, also indicating potential undervaluation.
BofA Securities Maintains CubeSmart(CUBE.US) With Buy Rating, Maintains Target Price $48
BofA Securities analyst Samir Khanal has maintained a Buy rating for CubeSmart (CUBE.US) and kept the target price at $48. According to TipRanks data, Khanal has a 51.6% success rate and an average return of -1.8% over the past year. TipRanks independently provides analysis on financial analysts and their recommendation performance for informational purposes.
Analysts Offer Insights on Real Estate Companies: Cubesmart (CUBE) and Suntec Real Estate Investment (OtherSURVF)
This article provides analyst ratings for two real estate companies: CubeSmart (CUBE) and Suntec Real Estate Investment (SURVF). Cubesmart received a "Hold" rating from Wolfe Research and Deutsche Bank, with a consensus of "Moderate Buy" and a 10.7% upside. Suntec Real Estate Investment was upgraded to "Buy" by CGS International and maintained a "Buy" by Maybank, resulting in a "Strong Buy" consensus with an 8.9% upside.
CubeSmart Sets Date to Reveal Q4 Results as Storage Giant Faces 2026 Test
CubeSmart (NYSE: CUBE) has announced that it will release its financial results for the fourth quarter ended December 31, 2025, after the market closes on Thursday, February 26, 2026. This will be followed by a conference call with analysts on Friday, February 27, at 11:00 a.m. ET. The earnings release and call are expected to offer insights into the company's performance, outlook for 2026, and how it is managing economic shifts and competitive pressures in the self-storage market.
CubeSmart: Undervalued NYC Self-Storage Leader With Attractive Portfolio Pricing Supporting Buy Rating
Bank of America Securities analyst Samir Khanal maintained a Buy rating on CubeSmart (NYSE:CUBE) with a $48.00 price target, citing its strong positioning in the New York City self-storage market. A recent portfolio sale in Manhattan at an attractive valuation suggests CubeSmart's NYC assets are undervalued, given that nearly 17% of its net operating income comes from this market. The company benefits from high barriers to entry and limited new supply in NYC, consistently delivering stronger revenue growth there compared to its overall portfolio.
CubeSmart $CUBE Shares Acquired by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC significantly increased its stake in CubeSmart (NYSE:CUBE) during Q3, now owning 98,298 shares valued at $3.936 million. Despite institutional investors holding a large percentage of the stock, several brokerages have recently cut ratings and price targets, resulting in an average "Hold" rating and a target price of $44.40. CubeSmart also raised its quarterly dividend to $0.53, offering a 5.6% yield, though its payout ratio is higher than current earnings.
Mitsubishi UFJ Trust & Banking Corp Has $15.11 Million Stake in CubeSmart $CUBE
Mitsubishi UFJ Trust & Banking Corp reduced its stake in CubeSmart by 13.6% in Q3, now owning 371,495 shares valued at $15.11 million. Despite a high dividend payout ratio of 135.9%, CubeSmart increased its quarterly dividend to $0.53, yielding 5.7%. Analysts currently hold a consensus "Hold" rating on the stock with an average price target of $44.40.
CubeSmart Details 2025 Dividend Tax Breakdown for Shareholders
CubeSmart has released the tax allocations for its 2025 cash distributions, totaling $2.08 per common share. The self-storage REIT classified $1.836104 per share as ordinary dividend income and $0.243896 per share as a Section 199A dividend, with no capital gains reported. This information is provided to assist shareholders and tax professionals with their federal income tax returns.
Analysts Offer Insights on Real Estate Companies: Cubesmart (CUBE) and Suntec Real Estate Investment (OtherSURVF)
Wolfe Research analyst Andrew Rosivach has issued a Hold rating for Cubesmart (CUBE), with the company receiving a Moderate Buy consensus from analysts and a price target implying a 10.7% upside. Conversely, CGS International analyst Lock Mun Yee upgraded Suntec Real Estate Investment (SURVF) to Buy, setting a price target of S$1.58, and the consensus for SURVF is a Strong Buy with an 8.9% upside.
Hearthfire Holdings Announces Acquisition of Class A CubeSmart Self-Storage Asset in Syracuse, New York
Hearthfire Holdings, a real estate investment firm specializing in self-storage properties, has acquired a Class A CubeSmart self-storage asset at 615 Erie Boulevard West in Syracuse, New York. This acquisition marks the firm's 24th asset, further expanding its Northeast footprint with an institutional-grade, climate-controlled facility in an undersupplied market. The property, which was completed in September 2024, benefits from strong local demographics and will be managed by CubeSmart.
Hearthfire Holdings Announces Acquisition of Class A CubeSmart Self-Storage Asset in Syracuse, New York
Hearthfire Holdings, a real estate investment firm specializing in self-storage, has acquired a Class A CubeSmart self-storage facility in Syracuse, New York. This acquisition marks the firm's 24th asset, expanding its presence in undersupplied markets. The property features 45,399 rentable square feet with 509 100% climate-controlled units and will be managed by CubeSmart Self Storage.
Wolfe Research Downgrades CubeSmart(CUBE.US) to Hold Rating
Wolfe Research analyst Andrew Rosivach CFA has downgraded CubeSmart (CUBE.US) to a hold rating. Rosivach has a success rate of 42.3% and an average return of -2.7% over the past year, according to TipRanks data. This information is intended for informational purposes only and does not constitute investment advice.
CubeSmart (CUBE) Downgraded by Wolfe Research to Peer Perform
Wolfe Research downgraded CubeSmart (CUBE) to 'Peer Perform' from 'Outperform' on January 26, 2026, amidst a trend of lowered price targets from various analysts. The real estate investment trust, which specializes in self-storage facilities, has received a "Hold" status based on analyst consensus, with an average target price of $42.25. GuruFocus estimates a one-year fair value of $44.79 for CubeSmart.
Retirement Systems of Alabama Acquires 32,697 Shares of CubeSmart $CUBE
Retirement Systems of Alabama increased its stake in CubeSmart (NYSE:CUBE) by 5.4% in the third quarter, acquiring 32,697 additional shares and now owning 639,109 shares valued at $25.99 million. This move is part of broader institutional interest, with other major investors like Norges Bank and AEW also significant positions. CubeSmart recently raised its quarterly dividend to $0.53, offering a 5.5% yield, while analysts maintain a "Hold" rating with an average price target of $44.40.
CubeSmart stock rating downgraded to Peerperform by Wolfe Research
Wolfe Research has downgraded CubeSmart (NYSE:CUBE) stock from Outperform to Peerperform, citing potential stagnation despite future earnings growth expected in 2027. This change reflects the view that the self-storage REIT will perform in line with its peers in the near term, even though it has a strong dividend history and solid year-to-date returns. The downgrade follows recent mixed analyst sentiment, with KeyBanc also downgrading the stock, while RBC Capital and Truist Securities adjusted price targets but maintained more optimistic ratings.
