Mitsubishi UFJ Trust & Banking Corp Has $10.91 Million Stock Holdings in CubeSmart $CUBE

Key Points

• Mitsubishi UFJ Trust & Banking Corp reduced its stake in CubeSmart by 18.5% in Q4 and now owns 302,687 shares valued at about $10.91M (≈0.13% of the company).
• CubeSmart beat Q1 estimates (EPS $0.36 vs $0.34; revenue $281.9M) but issued cautious Q2 and FY2026 guidance, prompting analysts to rework valuations amid signs of slower FFO/EPS growth.
• CubeSmart pays a quarterly dividend of $0.53 (annualized 5.3% yield) but has a high dividend payout ratio of 146%, raising questions about dividend sustainability.

Mitsubishi UFJ Trust & Banking Corp lessened its holdings in CubeSmart (NYSE:CUBE - Free Report) by 18.5% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 302,687 shares of the real estate investment trust's stock after selling 68,808 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp owned 0.13% of CubeSmart worth $10,912,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of CUBE. Alyeska Investment Group L.P. boosted its holdings in shares of CubeSmart by 36.4% during the 3rd quarter. Alyeska Investment Group L.P. now owns 4,283,952 shares of the real estate investment trust's stock valued at $174,185,000 after acquiring an additional 1,143,464 shares in the last quarter. Cbre Investment Management Listed Real Assets LLC boosted its holdings in shares of CubeSmart by 37.3% during the 3rd quarter. Cbre Investment Management Listed Real Assets LLC now owns 3,364,619 shares of the real estate investment trust's stock valued at $136,805,000 after acquiring an additional 914,884 shares in the last quarter. SG Americas Securities LLC lifted its holdings in CubeSmart by 3,255.9% during the 4th quarter. SG Americas Securities LLC now owns 739,382 shares of the real estate investment trust's stock worth $26,655,000 after buying an additional 717,350 shares during the period. Schroder Investment Management Group acquired a new position in CubeSmart during the 3rd quarter worth about $23,516,000. Finally, Engineers Gate Manager LP lifted its holdings in CubeSmart by 4,329.6% during the 2nd quarter. Engineers Gate Manager LP now owns 363,224 shares of the real estate investment trust's stock worth $15,437,000 after buying an additional 355,024 shares during the period. Institutional investors and hedge funds own 97.61% of the company's stock.

More CubeSmart News

Here are the key news stories impacting CubeSmart this week:

• Positive Sentiment: Beat near-term estimates: Q1 EPS of $0.36 topped consensus ~$0.34 and revenue of $281.9M exceeded estimates; FFO/share of $0.63 slightly beat the Zacks consensus of $0.62. CubeSmart Reports First Quarter 2026 Results CubeSmart Surpasses Q1 FFO and Revenue Estimates
• Neutral Sentiment: Management commentary (earnings call) provided color on operations and the outlook; the transcript is available for detail on occupancy, pricing and capital deployment decisions that drove the guidance. CubeSmart Q1 2026 Earnings Call Transcript
• Negative Sentiment: Cautious forward guidance: Q2 2026 EPS guided to $0.620–$0.640 (consensus ~0.640) and FY2026 EPS to $2.520–$2.600 (street ~2.57). The guidance range and a slight year-over-year decline in FFO/EPS raise near‑term growth concerns. CubeSmart Earnings & Guidance Summary
• Negative Sentiment: Analysts are reworking valuations and price targets after the mixed print and guidance; coverage notes emphasize slower FFO growth and the need to monitor operating trends. How The CubeSmart Story Is Shifting As Analysts Rework Valuation Targets
• Negative Sentiment: Net income and some per‑share metrics are down year‑over‑year (FFO $0.63 vs $0.64 a year ago), underscoring the company’s slower growth trajectory despite the quarter’s beats. CubeSmart Posts Lower Q1 Earnings, Provides 2026 Outlook

Insider Buying and Selling at CubeSmart

In other news, insider Jeffrey P. Foster sold 23,148 shares of CubeSmart stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $41.02, for a total value of $949,530.96. Following the completion of the transaction, the insider directly owned 205,057 shares of the company's stock, valued at approximately $8,411,438.14. This trade represents a 10.14% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 1.76% of the company's stock.

CubeSmart Stock Down 0.8%

Shares of CUBE opened at $40.14 on Friday. The stock's 50-day moving average price is $38.84 and its two-hundred day moving average price is $38.16. CubeSmart has a 12 month low of $35.09 and a 12 month high of $44.13. The company has a current ratio of 0.04, a quick ratio of 0.04 and a debt-to-equity ratio of 1.24. The company has a market capitalization of $9.15 billion, a PE ratio of 27.68, a PEG ratio of 6.39 and a beta of 1.11.

CubeSmart (NYSE:CUBE - Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The real estate investment trust reported $0.36 earnings per share for the quarter, topping the consensus estimate of $0.34 by $0.02. CubeSmart had a return on equity of 11.70% and a net margin of 28.93%.The firm had revenue of $281.93 million during the quarter, compared to analyst estimates of $275.25 million. During the same period last year, the company posted $0.64 EPS. The business's quarterly revenue was up 3.3% on a year-over-year basis. CubeSmart has set its FY 2026 guidance at 2.520-2.600 EPS and its Q2 2026 guidance at 0.620-0.640 EPS. On average, analysts anticipate that CubeSmart will post 2.58 EPS for the current year.

CubeSmart Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Wednesday, April 1st were given a $0.53 dividend. The ex-dividend date of this dividend was Wednesday, April 1st. This represents a $2.12 annualized dividend and a dividend yield of 5.3%. CubeSmart's dividend payout ratio (DPR) is 146.21%.

Analyst Upgrades and Downgrades

Several research analysts have commented on the company. BNP Paribas Exane raised CubeSmart from a "neutral" rating to an "outperform" rating and set a $43.00 target price on the stock in a report on Wednesday, March 18th. Wolfe Research downgraded CubeSmart from an "outperform" rating to a "peer perform" rating in a report on Monday, January 26th. UBS Group cut their target price on CubeSmart from $38.00 to $37.00 and set a "neutral" rating on the stock in a report on Thursday, January 8th. Deutsche Bank Aktiengesellschaft downgraded CubeSmart from a "buy" rating to a "hold" rating and set a $40.00 target price on the stock. in a report on Tuesday, January 20th. Finally, Royal Bank Of Canada lifted their target price on CubeSmart from $43.00 to $46.00 and gave the stock an "outperform" rating in a report on Monday, March 2nd. Six analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company's stock. Based on data from MarketBeat, CubeSmart has a consensus rating of "Hold" and a consensus price target of $43.57.

CubeSmart Profile

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.

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