US · Real Estate · REIT - Industrial
EPS came in at 0.66 against a street estimate of 0.65 — a beat of 1.5%.
Analysts rate CubeSmart a buy (8 buy, 10 hold, 0 sell out of 18) with an average price target of $43.38.
CONFIDENT CubeSmart delivered positive operating inflection, with same-store revenue, NOI and adjusted FFO per share growth. Management cited stronger occupancy, easing supply pressure, disciplined expenses and flexible capital allocation entering 2027. Q3 FY26 Management said 17 of the 20 largest markets had accelerating revenue growth. Supply absorption is improving previously pressured Sunbelt and West Coast markets, while Tucson faces increased competition. Analysts focused on pricing, occupancy, supply, market share, capital allocation and guidance ranges. Management emphasized improving supply dynamics, sophisticated pricing systems, disciplined expenses and flexibility in deploying capital. 2026-10-30…
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 |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • CubeSmart reported results for the quarter and nine months ended September 30, 2026. • Third-quarter total revenue was $293,968, | 2026-10-30 |
| Results announced · Q4 2026 HEADLINE NUMBERS • CubeSmart reported third-quarter 2026 net income attributable to common shareholders of $94.4 million, up from $82.9 million in th | 2026-10-30 |
| Material agreement · Q4 2026 HEADLINE NUMBERS • CubeSmart entered into a $300 million unsecured term loan on October 26, 2026. • The loan was fully funded at closing and matures | 2026-10-29 |
| 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 |
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 |
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 2026-11-07.