Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

CubeSmart
Next earnings Jul 29, 2026 (after close) · consensus $0.37 EPS, $288M rev
Last earnings -1.7% on 2026-06-01
Defensive, well-run self-storage REIT with steady cash flow and a growing dividend, but full valuation and soft GAAP earnings.
Sources: SEC EDGAR (CIK 0001298675, latest 10-Q filed 2026-05-01) · EODHD · analysis by claude-code · as of 6/21/2026, 8:52:16 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Middling fundamentals and a rich price (~68% above fair value) leave little margin of safety — a wait-and-see.
CubeSmart is a leading self-storage REIT, a property type management calls less sensitive than other real estate to economic swings. FY2025 was steady: revenue grew 5.3% to $1.12B and operating cash flow was a robust $609M, comfortably covering the $476M of dividends (up 3.1%) the REIT must distribute. The portfolio is geographically concentrated in large coastal/Sun Belt metros — New York (~17% of revenue), Florida (~14%), Texas (~11%) and California (~10%) — which provides demand density but also concentration risk.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $823M | $1.01B | $1.05B | $1.07B | $1.12B |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | $231M | $292M | $412M | $392M | $331M |
| Diluted EPS | $1.09 | $1.29 | $1.82 | $1.72 | $1.46 |
| Net margin | 28.1% | 29.0% | 39.3% | 36.8% | 29.5% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 1 sale
| 2026-06-10 | MARR CHRISTOPHER P CEO | Exercise | 109K @ $26.30 | $2.86M |
| 2026-06-10 | MARR CHRISTOPHER P CEO | Sell | 109K @ $42.24 | $4.60M |
| 2026-05-19 | ROGATZ JEFFREY F Director | Award | 4.04K | |
| 2026-05-19 | Weber Jennie Director | Award | 4.04K | |
| 2026-05-19 | REMONDI JOHN F Director | Award | 4.04K | |
| 2026-05-19 | Lynch Jair K Director | Award | 4.04K | |
| 2026-05-19 | Dowling Dororthy Director | Award | 4.04K | |
| 2026-05-19 | Connor Martin P. Director | Award | 4.04K | |
| 2026-05-19 | Chin Jit Kee Director | Award | 4.04K |