Asset Management One Co. Ltd. Boosts Stake in Smartstop Self Storage REIT Inc $SMA

Key Points

• Asset Management One Co. Ltd. increased its stake in Smartstop Self Storage REIT by 76% in Q4 to 76,778 shares (about $2.40M), and several other large institutions (Vanguard, Wellington, Goldentree, Aberdeen) also boosted positions.
• Smartstop reported Q4 EPS of $0.05 versus analysts' $0.54 estimate (a significant miss) while revenue rose 29.5% year‑over‑year, and the company set FY2026 guidance at 1.930–2.050 EPS.
• The REIT declared a monthly dividend of $0.1315 (ex‑dividend Apr 30, payable May 15) implying a ~4.9% yield, even as several analysts trimmed price targets and the consensus rating remains a "Moderate Buy" with a $37.25 target.

Asset Management One Co. Ltd. lifted its holdings in Smartstop Self Storage REIT Inc (NYSE:SMA - Free Report) by 76.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 76,778 shares of the healthcare company's stock after purchasing an additional 33,158 shares during the quarter. Asset Management One Co. Ltd. owned 0.14% of Smartstop Self Storage REIT worth $2,399,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently modified their holdings of the business. Vanguard Group Inc. increased its position in Smartstop Self Storage REIT by 2.8% during the third quarter. Vanguard Group Inc. now owns 1,609,601 shares of the healthcare company's stock valued at $60,585,000 after acquiring an additional 43,733 shares during the last quarter. Wellington Management Group LLP increased its position in Smartstop Self Storage REIT by 24.2% during the third quarter. Wellington Management Group LLP now owns 1,196,065 shares of the healthcare company's stock valued at $45,020,000 after acquiring an additional 233,313 shares during the last quarter. Goldentree Asset Management LP increased its position in Smartstop Self Storage REIT by 24.5% during the third quarter. Goldentree Asset Management LP now owns 1,181,767 shares of the healthcare company's stock valued at $44,393,000 after acquiring an additional 232,466 shares during the last quarter. Conversant Capital LLC purchased a new stake in Smartstop Self Storage REIT during the second quarter valued at $36,098,000. Finally, Aberdeen Group plc increased its position in Smartstop Self Storage REIT by 18.3% during the fourth quarter. Aberdeen Group plc now owns 966,936 shares of the healthcare company's stock valued at $29,917,000 after acquiring an additional 149,391 shares during the last quarter.

Analysts Set New Price Targets

Several research firms have issued reports on SMA. JPMorgan Chase & Co. cut their price target on Smartstop Self Storage REIT from $35.00 to $32.00 and set an "underweight" rating for the company in a report on Monday, March 23rd. Wells Fargo & Company cut their price target on Smartstop Self Storage REIT from $33.00 to $30.00 and set an "equal weight" rating for the company in a report on Thursday, April 16th. Stifel Nicolaus cut their price target on Smartstop Self Storage REIT from $39.50 to $38.50 and set a "buy" rating for the company in a report on Thursday, February 26th. Truist Financial cut their price target on Smartstop Self Storage REIT from $39.00 to $38.00 and set a "buy" rating for the company in a report on Tuesday, January 20th. Finally, Wall Street Zen raised Smartstop Self Storage REIT from a "sell" rating to a "hold" rating in a report on Saturday, March 7th. Two investment analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating, one has assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $37.25.

Smartstop Self Storage REIT Stock Performance

NYSE SMA opened at $32.50 on Friday. The firm has a market cap of $1.80 billion and a price-to-earnings ratio of -87.84. The company has a quick ratio of 5.87, a current ratio of 5.87 and a debt-to-equity ratio of 0.86. The business has a 50-day moving average price of $32.09 and a 200-day moving average price of $32.77. Smartstop Self Storage REIT Inc has a twelve month low of $29.42 and a twelve month high of $39.77.

Smartstop Self Storage REIT (NYSE:SMA - Get Free Report) last released its quarterly earnings data on Wednesday, February 25th. The healthcare company reported $0.05 earnings per share for the quarter, missing analysts' consensus estimates of $0.54 by ($0.49). The business had revenue of $78.45 million during the quarter. Smartstop Self Storage REIT had a negative return on equity of 0.16% and a negative net margin of 0.59%.Smartstop Self Storage REIT's revenue for the quarter was up 29.5% on a year-over-year basis. Smartstop Self Storage REIT has set its FY 2026 guidance at 1.930-2.050 EPS. As a group, equities research analysts predict that Smartstop Self Storage REIT Inc will post 2 EPS for the current fiscal year.

Smartstop Self Storage REIT Announces Dividend

The firm also recently disclosed a monthly dividend, which will be paid on Friday, May 15th. Stockholders of record on Thursday, April 30th will be paid a $0.1315 dividend. The ex-dividend date of this dividend is Thursday, April 30th. This represents a c) dividend on an annualized basis and a dividend yield of 4.9%. Smartstop Self Storage REIT's dividend payout ratio is -440.54%.

Smartstop Self Storage REIT Profile

Symmetry Medical Inc (Symmetry) is a medical device solutions company, including surgical instruments, orthopedic implants, and sterilization cases and trays. The Company designs, develops and offers worldwide production and supply chain capabilities for these products to customers in the orthopedic industry, and other medical device markets (including but not limited to arthroscopy, dental, laparoscopy, osteobiologic, and endoscopy segments). It also manufactures specialized non-healthcare products, primarily in the aerospace industry.

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