Citigroup Inc. Decreases Position in CubeSmart $CUBE

Citigroup Inc. decreased its holdings in CubeSmart (NYSE:CUBE) by 16.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 188,412 shares of the real estate investment trust’s stock after selling 36,837 shares during the period. Citigroup Inc. owned about 0.08% of CubeSmart worth $7,661,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also modified their holdings of the company. True Wealth Design LLC grew its stake in CubeSmart by 308.2% during the 2nd quarter. True Wealth Design LLC now owns 694 shares of the real estate investment trust’s stock worth $29,000 after purchasing an additional 524 shares in the last quarter. Private Trust Co. NA boosted its stake in shares of CubeSmart by 209.6% in the 3rd quarter. Private Trust Co. NA now owns 706 shares of the real estate investment trust’s stock valued at $29,000 after buying an additional 478 shares during the period. Geneos Wealth Management Inc. grew its position in shares of CubeSmart by 174.8% during the second quarter. Geneos Wealth Management Inc. now owns 893 shares of the real estate investment trust’s stock worth $38,000 after buying an additional 568 shares in the last quarter. SJS Investment Consulting Inc. purchased a new stake in shares of CubeSmart during the third quarter worth approximately $42,000. Finally, Hantz Financial Services Inc. raised its holdings in CubeSmart by 1,776.1% in the second quarter. Hantz Financial Services Inc. now owns 1,651 shares of the real estate investment trust’s stock valued at $70,000 after acquiring an additional 1,563 shares in the last quarter. Hedge funds and other institutional investors own 97.61% of the company’s stock.

CubeSmart Trading Up 2.3%

NYSE CUBE opened at $41.15 on Monday. The firm’s fifty day moving average is $37.93 and its two-hundred day moving average is $38.68. CubeSmart has a one year low of $34.24 and a one year high of $44.13. The company has a debt-to-equity ratio of 1.24, a quick ratio of 0.47 and a current ratio of 0.04. The firm has a market cap of $9.38 billion, a PE ratio of 28.38, a P/E/G ratio of 12.76 and a beta of 1.10.

CubeSmart Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Wednesday, April 1st will be paid a $0.53 dividend. This represents a $2.12 annualized dividend and a dividend yield of 5.2%. The ex-dividend date is Wednesday, April 1st. CubeSmart’s dividend payout ratio (DPR) is 146.21%.

CubeSmart News Summary

Here are the key news stories impacting CubeSmart this week:

• Positive Sentiment: Management raised FY‑2026 and Q1‑2026 EPS guidance well above consensus (FY: $2.520–$2.600 vs. street ~$1.90; Q1: $0.610–$0.630 vs. ~$0.48), signaling confidence in cash flow and driving optimism about growth and dividend coverage. CubeSmart Reports Fourth Quarter and Annual 2025 Results (press release)
• Positive Sentiment: Q4 revenue modestly beat consensus ($282.69M vs. $280.11M), suggesting operational resilience despite sector headwinds. CubeSmart Reports Fourth Quarter and Annual 2025 Results
• Neutral Sentiment: Company declared a dividend (routine for REITs); supportive for income investors but already priced in given CubeSmart’s payout history. CubeSmart (NYSE:CUBE) Declares Dividend as NYSE Composite Sees Dip
• Neutral Sentiment: Full press release and earnings materials (including the conference call transcript) are available for details on portfolio performance, same-store trends and capital allocation. Useful for digging into why guidance was raised despite a mixed quarter. CubeSmart (CUBE) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Q4 FFO/FFO per share (reported as $0.64) missed consensus (~$0.66) and declined versus year‑ago ($0.68), highlighting near‑term margin pressure and weaker profitability metrics. CubeSmart (CUBE) Misses Q4 FFO Estimates
• Negative Sentiment: Analysts and coverage pieces note the industry recovery may be pushed later (some forecasts to 2027), which tempers enthusiasm and implies slower organic growth for self‑storage peers. CubeSmart earnings on deck as self-storage recovery pushed to 2027

Wall Street Analysts Forecast Growth

Several research analysts have commented on CUBE shares. Deutsche Bank Aktiengesellschaft cut shares of CubeSmart from a “buy” rating to a “hold” rating and set a $40.00 price target for the company. in a report on Tuesday, January 20th. Evercore decreased their price objective on shares of CubeSmart from $49.00 to $48.00 and set an “outperform” rating for the company in a research report on Monday, November 3rd. KeyCorp reissued a “sector weight” rating on shares of CubeSmart in a report on Monday, November 10th. Truist Financial cut their price target on CubeSmart from $48.00 to $42.00 and set a “buy” rating on the stock in a research note on Tuesday, December 16th. Finally, Mizuho decreased their price target on CubeSmart from $43.00 to $38.00 and set a “neutral” rating for the company in a report on Friday, December 5th. Five investment analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $44.13.

About CubeSmart

CubeSmart (NYSE: CUBE) is a publicly traded real estate investment trust (REIT) specializing in the ownership, operation and management of self-storage facilities across the United States. The company’s portfolio comprises properties in primary and secondary markets, catering to both individual and business customers seeking flexible, short-term and long-term storage solutions. CubeSmart’s facilities feature a range of unit sizes, climate-controlled options and advanced security features, supported by on-site managers and centralized customer service operations.

In addition to traditional self-storage units, CubeSmart offers specialty services such as vehicle and boat storage, retail sales of packing and moving supplies, and tenant insurance programs.