US · Real Estate · REIT - Industrial
EPS came in at 0.63 against a street estimate of 0.64 — a miss of 1.6%.
Analysts rate CubeSmart a buy (8 buy, 10 hold, 0 sell out of 18) with an average price target of $43.62.
CONFIDENT CubeSmart returned to positive same-store revenue growth (0.8% YoY in Q2) with improving occupancy, strong customer health, and moderating supply headwinds. Management raised FY26 guidance and expects positive earnings growth in H2 2026, setting up a strong 2027. Q2 2026 Wide dispersion in move-in rates across major markets. Quality-focused portfolio strategy with primary markets outperforming and exhibiting lower beta characteristics. Analysts pressed on drivers of optimism (comps vs. organic demand), JV terms and future M&A (addressed with caprates and leverage targets), and tail risks (management cited low supply risk in 2027, emphasized macro resilience). Focused questions on labor efficiency, NY pricing regulation compliance (largely already embedded in ops), and debt market windows. 2026-07-31…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 15.04% |
| Vanguard Portfolio Management, LLC | 8.64% |
| NORGES BANK | 5.43% |
| State Street Corp | 4.89% |
| Vanguard Capital Management, LLC | 4.54% |
| FMR Inc | 3.33% |
| AQR Capital Management LLC | 3.23% |
| Canada Pension Plan Investment Board | 3.22% |
| Document | Date |
|---|---|
| Results announced · Q3 2026 CUBESMART INVESTOR SUMMARY HEADLINE NUMBERS • Portfolio Size: 1,534 properties as of June 30, 2026, with 48.5M total owned square feet across 41 sta | 2026-09-14 |
| Quarterly report · Q2 2026 CUBESMART - FORM 10-Q SUMMARY (JUNE 30, 2026) HEADLINE NUMBERS • Total Assets: $6,584,815 thousand (down from $6,643,193 thousand at December 31, 20 | 2026-07-31 |
| Results announced · Q3 2026 CUBESMART Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Diluted EPS: $0.39 for Q2 2026 vs. $0.36 for Q2 2025 (+8.3%) • Adjusted FFO per diluted share: | 2026-07-31 |
| Material agreement · Q2 2026 CUBESMART - FORM 8-K SUMMARY June 24, 2026 --- HEADLINE NUMBERS • Credit facility size increased: $1 billion unsecured revolving facility (up from | 2026-06-24 |
| Results announced · Q2 2026 CUBESMART INVESTOR SUMMARY HEADLINE NUMBERS • 1,516 properties as of March 31, 2026 • 48.5 million total owned square feet • $11.8 billion enterpris | 2026-06-01 |
| Shareholder vote results · Q2 2026 CUBESMART FORM 8-K SUMMARY OTHER NOTABLE POINTS • Company Structure: CubeSmart is a Maryland corporation with a Delaware limited partnership (CubeSm | 2026-05-19 |
| Quarterly report · Q1 2026 CUBESMART - Q1 2026 QUARTERLY REPORT SUMMARY HEADLINE NUMBERS • Total Assets: $6,598,136 thousand (March 31, 2026) vs $6,643,193 thousand (December | 2026-05-01 |
| Proxy statement · Q2 2026 CUBESMART PROXY STATEMENT SUMMARY CEO TOTAL COMPENSATION & CHANGE • 2025 CEO (Christopher P. Marr) total compensation: $11,270,000 (exact figure fro | 2026-04-03 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.53 / share ex-date Oct 1, 2026 · pay Oct 15, 2026 | 2026-10-01 |
| Dividend | $0.53 / share ex-date Jul 1, 2026 · pay Jul 15, 2026 | 2026-07-01 |
| Dividend | $0.53 / share ex-date Apr 1, 2026 · pay Apr 15, 2026 | 2026-04-01 |
| Dividend | $0.53 / share ex-date Jan 2, 2026 · pay Jan 16, 2026 | 2026-01-02 |
| Dividend | $0.52 / share ex-date Oct 1, 2025 · pay Oct 15, 2025 | 2025-10-01 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for CubeSmart — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.