Raymond James analyst Jonathan Hughes maintained a Buy rating on Cubesmart with a price target of $45.00, citing the company's strong revenue and net profit in Q1. Hughes has a 61.05% success rate on recommended stocks. Barclays maintained a Hold rating on the same day, while Bank of America Securities's Jeffrey Spector also gave a Buy rating.
In a recent development, analysts have provided a mixed outlook on CubeSmart's stock, with some maintaining a buy rating while others suggest a hold or sell signal. Raymond James analyst Jonathan Hughes maintained a buy rating on CubeSmart with a price target of $45.00, citing the company's strong revenue and net profit in Q1. Hughes has a 61.05% success rate on recommended stocks [1]. On the same day, Barclays maintained a hold rating, while Bank of America Securities' Jeffrey Spector also gave a buy rating.
CubeSmart (NYSE:CUBE) recently reported earnings for the quarter ending July 31, 2025. The real estate investment trust reported $0.65 earnings per share (EPS), exceeding analysts' consensus estimates of $0.63 by $0.02. The company also reported a return on equity of 13.12% and a net margin of 35.44%. Revenue for the quarter was $282.30 million, up 6.0% year-over-year [2].
Institutional investors have shown significant interest in CubeSmart. American Assets Investment Management LLC invested approximately $2.58 million in CubeSmart during the first quarter, acquiring 60,317 shares. Other institutional investors and hedge funds have also adjusted their stakes in the company. For instance, Bank of Montreal Can lifted its holdings by 19.7% in the fourth quarter, and Sumitomo Mitsui Trust Group Inc. raised its position by 140.7% in the first quarter [1].
Despite the positive earnings and increased institutional interest, analysts' ratings and price targets vary. Barclays decreased its price target for CubeSmart from $48.00 to $45.00, maintaining an equal weight rating. Royal Bank of Canada lowered its target price from $48.00 to $47.00 and set an outperform rating. BMO Capital Markets upgraded CubeSmart from a market perform rating to an outperform rating and raised its target price from $48.00 to $49.00 [2].
Investors should consider the diverse views and data points when making investment decisions. CubeSmart's stock has a market capitalization of $9.01 billion, a price-to-earnings ratio of 24.10, and a beta of 0.94. The stock has a 12-month low of $34.24 and a 12-month high of $55.14. The company's dividend yield stands at 5.4%, with a payout ratio of 126.83% [2].
References:
[1] https://www.marketbeat.com/instant-alerts/filing-american-assets-investment-management-llc-invests-258-million-in-cubesmart-nysecube-2025-08-05/
[2] https://www.marketbeat.com/instant-alerts/cubesmart-nysecube-given-new-4500-price-target-at-barclays-2025-08-08/
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