XNYS • Real Estate

SmartStop Self Storage REIT, Inc. (SMA)

REAL ESTATE INVESTMENT TRUSTS · 10 TERRACE ROAD, LADERA RANCH, CA, 92694

XNYSstockActive listing
33.62
-0.54 (-1.58%)
Quote updated 10/19/2026, 4:00:00 AM
Previous close34.16
Open34.07
Day range33.55 – 34.08
52-week range29.41 – 38.69
Volume467,813
Market cap1.82B
PRICE HISTORY

Stock price history and performance

Daily closing prices from the stored market history.

250 sessions
$39$36$34$31$29Oct 21Apr 21Oct 19
STOCK RESEARCH · EDITORIAL ANALYSIS

SmartStop Self Storage REIT, Inc. (SMA): Investment Research & Business Outlook

A research-led explanation of the company, its financial evidence, valuation context and risks—not just a list of market numbers.

Research note

What the available evidence tells us

The latest stored quote for SmartStop Self Storage REIT, Inc. (SMA) is 33.62, timestamped 10/19/2026, 4:00:00 AM. A quote is a point-in-time observation; it does not, by itself, explain why the price moved or establish whether the shares are attractive.

Business and financial quality

Smartstop Self Storage REIT Inc operates as a real estate investment trust. The trust owns, acquires, and operates self-storage properties. It operates in two segments, namely, self-storage operations, which generate key revenue, and the managed REIT platform business. The investment objective is to focus on investing in self-storage facilities and related self-storage real estate investments that are expected to support sustainable stockholder distributions over the long term. Stored fundamentals include 19 usable headline metrics. These should be read across several reporting periods and compared with peers before drawing a conclusion about business quality.

Valuation: context matters

A usable trailing P/E value is not currently stored. Without a verified valuation metric and a relevant comparison set, this page does not label the shares cheap or expensive.

Price trend and quantitative outlook

The chart is based on 250 stored daily price observations. Historical performance describes what happened over that period; it is not a guarantee of future returns. The current stored quantitative model signal is “neutral”. Treat model outputs as scenarios with uncertainty, not as certain targets or personalized advice.

Key risks and what to watch next

Risk records exist for this company; review the risk and performance section below for the available volatility, drawdown and risk-adjusted measures. The next useful evidence to review is the company’s next reported financial results, changes in forward estimates, and primary-source disclosures.

Editorial integrity: this summary uses fields available in the current database. Missing evidence is called out rather than filled with invented facts.

What the numbers mean for investors

Business quality

A reliable revenue-growth reading is not available or is not positive in the latest stored snapshot. Review multiple reporting periods before judging the growth trajectory.

Profitability

Gross margin is +58.72% and operating margin is +21.64%. The gap helps show how much operating costs absorb after direct costs; compare the trend with prior periods and sector peers.

Valuation

A usable P/E value is not stored. Avoid calling the shares cheap or expensive until earnings and valuation data can be verified.

Price trend

The latest quote can be compared with the 20-, 50- and 200-day moving averages (32.58, 32.95, and 32.43). Moving averages describe trend, not intrinsic value, and can lag sudden market changes.

Bull case, bear case and evidence to watch

Bull case

The bullish case needs confirmation from reported revenue growth, cash generation, and future company disclosures; the current snapshot does not establish those conditions together.

Bear case

Potential downside still includes weaker demand, margin compression, competition, execution issues, or a broad market sell-off. Company-specific evidence is needed to quantify these risks.

What to watch next

Track the next earnings release, changes in revenue and margin trends, cash flow, management guidance, analyst estimate revisions, and primary-source filings. Update the thesis when new evidence arrives rather than relying on one ratio or forecast.

These interpretations are rule-based explanations of the stored fields, not independently verified company-specific forecasts. Missing data is not treated as zero; all investment cases remain conditional on new evidence.

US Market AI Research Desk · Data/research timestamp: Oct 19, 2026 · Methodology & disclaimer
QUANTITATIVE RESEARCH

Stock forecast and analysis: price outlook

Forecasts are model outputs, not promises or personalized investment advice.

neutral
HorizonModel targetExpected changeSignalConfidence score
24H33.73+0.32%neutral82
7D34.02+1.19%neutral82
30D34.69+3.19%bullish82
90D35.73+6.28%bullish82

Long-term model scenarios

Latest stored scenario per future target year. Bear, base and bull prices are model scenarios, not guaranteed targets. The relative model score is not a calibrated probability; uncertainty rises materially for distant years.

Target yearBase caseBear caseBull caseExpected CAGRRelative model scoreSignal
202732.7032.6433.34-1.3%62long-term-neutral
203033.6132.8336.090.36%61long-term-neutral
203539.7836.3646.002.05%59long-term-positive
204049.8242.0561.722.96%57long-term-positive
205079.2656.86112.513.7%52long-term-positive
COMPANY FUNDAMENTALS

Financial performance and company fundamentals

Reported fields from the current fundamentals snapshot.

Revenue157.59MTotal sales reported for the period; compare growth across several periods.
Gross profit92.53MInterpret alongside the company’s history, sector peers, reporting period and data source.
Operating income34.1MInterpret alongside the company’s history, sector peers, reporting period and data source.
Net income20.82MInterpret alongside the company’s history, sector peers, reporting period and data source.
Gross margin+58.72%Share of revenue left after direct costs; higher margins can indicate pricing power.
Operating margin+21.64%Share of revenue left after operating expenses, before interest and taxes.
Net margin+13.21%Share of revenue that remains as profit after expenses and taxes.
EBIT34.1MInterpret alongside the company’s history, sector peers, reporting period and data source.
Cash & equivalents38.19MInterpret alongside the company’s history, sector peers, reporting period and data source.
Total assets2.44BInterpret alongside the company’s history, sector peers, reporting period and data source.
Total liabilities1.18BInterpret alongside the company’s history, sector peers, reporting period and data source.
Shareholders equity1.16BInterpret alongside the company’s history, sector peers, reporting period and data source.
Operating cash flow43.91MInterpret alongside the company’s history, sector peers, reporting period and data source.
Free cash flow43.91MCash remaining after operating needs and capital expenditure; can support investment or shareholder returns.
FCF margin+27.86%Interpret alongside the company’s history, sector peers, reporting period and data source.
Return on equity+1.80%Profit generated relative to book equity; leverage and one-off gains can distort it.
Return on assets+0.85%Interpret alongside the company’s history, sector peers, reporting period and data source.
Return on invested capital+3.05%How effectively the business earns returns on capital used in operations.
EV / revenue11.31Interpret alongside the company’s history, sector peers, reporting period and data source.
Market cap1.82BMarket value of outstanding shares, not the same as enterprise value.
52-week high38.69Highest stored price over the rolling year; not a fair-value estimate.
52-week low29.41Lowest stored price over the rolling year; not a support guarantee.
Average volume467,813Typical shares traded; helps assess liquidity but can change around events.
TECHNICALS

Technical indicators

Latest stored daily indicator snapshot; unavailable indicators are omitted.

Oct 20, 2026
RSI (14)57.97Momentum oscillator from 0–100; extreme readings are context, not automatic buy/sell signals.
SMA 2032.58Average closing price over about 20 trading sessions; a short-term trend reference.
SMA 5032.95Average closing price over about 50 sessions; often used to assess medium-term direction.
SMA 10032.96Interpret alongside the company’s history, sector peers, reporting period and data source.
SMA 20032.43Average closing price over about 200 sessions; a longer-term trend reference.
EMA 2032.92Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 5032.87Interpret alongside the company’s history, sector peers, reporting period and data source.
EMA 20033.13Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD0.26Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD signal0.06Interpret alongside the company’s history, sector peers, reporting period and data source.
MACD histogram0.19Difference between MACD and its signal line; sign and changes indicate momentum shifts.
Bollinger upper34.11Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger middle32.58Interpret alongside the company’s history, sector peers, reporting period and data source.
Bollinger lower31.06Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic62.83Interpret alongside the company’s history, sector peers, reporting period and data source.
Stochastic signal82.61987916015661Interpret alongside the company’s history, sector peers, reporting period and data source.
Williams %R-37.17Interpret alongside the company’s history, sector peers, reporting period and data source.
CCI133.69Interpret alongside the company’s history, sector peers, reporting period and data source.
MFI57.32Interpret alongside the company’s history, sector peers, reporting period and data source.
ROC+4.28%Interpret alongside the company’s history, sector peers, reporting period and data source.
OBV-7.2MInterpret alongside the company’s history, sector peers, reporting period and data source.
Momentum3.54Interpret alongside the company’s history, sector peers, reporting period and data source.
Volatility+26.04%Interpret alongside the company’s history, sector peers, reporting period and data source.
ATR0.69Average true range estimates recent price movement size, not direction.
ADX22.84Measures trend strength, not whether the trend is bullish or bearish.
Support level31.06Interpret alongside the company’s history, sector peers, reporting period and data source.
Resistance level34.62Interpret alongside the company’s history, sector peers, reporting period and data source.
TrendneutralInterpret alongside the company’s history, sector peers, reporting period and data source.
REPORTED RESULTS

Financial statements, earnings history and estimate revisions

Recent normalized financial statement records.

Showing up to 60 recent statement records. Reported periods and statement types are preserved; blank values are not estimated. Contradictory zero sentinels are withheld instead of presented as verified facts.

PeriodStatementFiscal periodBasisRevenueCost of revenueGross profitOperating incomeNet incomeBasic EPSDiluted EPSCashTotal assetsTotal liabilitiesDebtEquityOperating cash flowCapexFree cash flowSource
Jun 30, 2026balance sheetFY-2026annual———————38.19M2.44B1.18B—1.16B———SEC_XBRL_BULK
Jun 30, 2026balance sheetFY-2026-Q2annual———————38.19M2.44B1.18B—————3spread
Jun 30, 2026cash flowFY-2026-Q2quarterly————————————43.91M——3spread
Jun 30, 2026income statementFY-2026-Q2quarterly157.59M—92.53M34.1M20.82M——————————3spread

Financial metric history

PeriodRevenue growthGross marginOperating marginNet marginROEROIC
Jun 30, 2026—+58.72%+21.64%+13.21%——
Jun 30, 2026—+58.72%+21.64%+13.21%+1.80%+3.05%

Earnings history

These are SEC-reported financial facts grouped by fiscal period. The displayed date is the SEC filing/observation date, not a verified earnings announcement or release date. Use the company’s investor-relations calendar for confirmed earnings-release timing.

SEC filing / observation dateFiscal periodEPS reportedEPS estimateRevenue reportedRevenue estimate
Aug 7, 2026Q2——79.28M—
May 8, 2026Q1——78.31M—
Feb 27, 2026FY——281.14M—
Nov 7, 2025Q30.09—70.43M—
Aug 8, 2025Q2-0.16—66.82M—
May 9, 2025Q1-0.35—65.45M—
VALUATION

Stock valuation: P/E, forward P/E and multiples

Multiples shown only when the database has a usable value.

Enterprise value1.78B

Peer comparisons are withheld until a comparable industry group and a reliable peer set are verified.

LATEST DEVELOPMENTS

News and company updates

Stories linked to this stock in the current database.

SHAREHOLDER RETURNS

Dividend data and payment history

Source-specific dividend records, with unavailable event dates left blank.

These are SEC-reported dividends-per-share facts. The stored date is the SEC filing/observation date, not a confirmed declaration or ex-dividend date. These records do not establish record dates or payment dates and must not be treated as a dividend payment calendar.

SEC filing / observation dateReported dividend per shareCurrencySource
Aug 11, 20170.3000USDSEC_XBRL_BULK
May 12, 20170.1500USDSEC_XBRL_BULK
Mar 31, 20170.6000USDSEC_XBRL_BULK
Nov 14, 20160.3000USDSEC_XBRL_BULK
Aug 15, 20160.3000USDSEC_XBRL_BULK
May 16, 20160.1500USDSEC_XBRL_BULK
Mar 29, 20160.6000USDSEC_XBRL_BULK
May 14, 20150.6000USDSEC_XBRL_BULK
Mar 31, 20150.6000USDSEC_XBRL_BULK
Nov 13, 20140.6000USDSEC_XBRL_BULK
Aug 14, 20140.6000USDSEC_XBRL_BULK
RISK CONTEXT

Risk and performance profile

Computed risk/performance records; not a recommendation. Mathematically uninterpretable or extreme ratios are withheld rather than displayed as reliable facts.

Volatility+20.96%
Beta0.52
ATR0.77
Maximum drawdown-21.92%
Sharpe ratio-0.2
Sortino ratio-0.2
Debt / equity0.94
1-day return+0.37%
5-day return+2.76%
1-month return+1.69%
3-month return-1.60%
6-month return+7.25%
YTD return+7.08%
1-year return-7.82%
All-time return-8.93%
RESEARCH EVIDENCE

Source data and research records

Expandable evidence tables keep the main page focused while preserving detailed data.

Institutional holders and ownership

Showing up to 50 recent holder records. Values failing a basic implied-price check are withheld, not silently corrected.

PeriodFiledHolderCIKSharesValueOwnershipShares changeChange %Source
Jun 30, 2026Aug 4, 2026TD PRIVATE CLIENT WEALTH LLC155101728910———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026GEODE CAPITAL MANAGEMENT, LLC12147171,360,94944.24M———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026KLP KAPITALFORVALTNING AS171744312,200397.86K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026RHUMBLINE ADVISERS111541881,0662.63M———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026GF FUND MANAGEMENT CO. LTD.205706073623.92K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026Crossingbridge Advisors, LLC177002425,000812.5K———SEC_13F_DATASET
Jun 30, 2026Jul 2, 2026CX Institutional17370897,072Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Private Capital Management, LLC158845631,0001.01M———SEC_13F_DATASET
Jun 30, 2026Aug 10, 2026NISA INVESTMENT ADVISORS, LLC93761561620.1K———SEC_13F_DATASET
Jun 30, 2026Jul 29, 2026NEW YORK STATE COMMON RETIREMENT FUND81026520,600669.5K———SEC_13F_DATASET
Jun 30, 2026Aug 6, 2026Bank of New York Mellon Corp1390777134,0334.36M———SEC_13F_DATASET
Jun 30, 2026Aug 6, 2026Russell Investments Group, Ltd.169223490,0722.93M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026AMERIPRISE FINANCIAL INC820027137,8424.48M———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026BNP PARIBAS FINANCIAL MARKETS116658813,086425.3K———SEC_13F_DATASET
Jun 30, 2026Jul 28, 2026WESBANCO BANK INC87713451,1001.66M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026MetLife Investment Management, LLC152973534,6981.13M———SEC_13F_DATASET
Jun 30, 2026Aug 24, 2026CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM10810192,206,295Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Jul 17, 2026PEREGRINE CAPITAL MANAGEMENT LLC764529145,0294.71M———SEC_13F_DATASET
Jun 30, 2026Jul 31, 2026Napier Financial, LLC20865791946.31K———SEC_13F_DATASET
Jun 30, 2026Aug 6, 2026Canton Hathaway, LLC17557851,25040.63K———SEC_13F_DATASET
Jun 30, 2026Aug 12, 2026NewEdge Advisors, LLC16335162,66786.67K———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026Brookfield Corp /ON/10010852,69387.52K———SEC_13F_DATASET
Jun 30, 2026Jul 30, 2026STRS OHIO82047879,1002.57M———SEC_13F_DATASET
Jun 30, 2026Jul 30, 2026Sumitomo Mitsui Trust Group, Inc.147536559,8571.95M———SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026JONES FINANCIAL COMPANIES LLLP8159175,135171.71K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026Clearbridge Investments, LLC1348883211,7126.88M———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026ALLSTATE CORP89905112,829416.94K———SEC_13F_DATASET
Jun 30, 2026Jul 28, 2026Sterling Capital Management LLC13298831,13836.99K———SEC_13F_DATASET
Jun 30, 2026Jul 23, 2026Police & Firemen's Retirement System of New Jersey204068616,882548.67K———SEC_13F_DATASET
Jun 30, 2026Jul 28, 2026WHITTIER TRUST CO OF NEVADA INC1263548611.99K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026LOS ANGELES CAPITAL MANAGEMENT LLC117720680426.13K———SEC_13F_DATASET
Jun 30, 2026Jul 13, 2026AUGUSTINE ASSET MANAGEMENT INC7789636,512211.64K———SEC_13F_DATASET
Jun 30, 2026Jul 28, 2026PRIVATE TRUST CO NA12775571585.14K———SEC_13F_DATASET
Jun 30, 2026Jul 27, 2026Cambridge Investment Research Advisors, Inc.1419186118,075Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 17, 2026PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO100728063,0502.05M———SEC_13F_DATASET
Jun 30, 2026Jul 24, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC20101861,24940.76K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026MARSHALL WACE, LLP131875736,1551.18M———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026Covestor Ltd190984614————SEC_13F_DATASET
Jun 30, 2026Aug 14, 2026COHEN & STEERS, INC.1284812231,241Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 7, 2026CENTERSQUARE INVESTMENT MANAGEMENT LLC17252961,344,99043.71M———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026Pacer Advisors, Inc.161666726,490Withheld: value fails validation———SEC_13F_DATASET
Jun 30, 2026Aug 6, 2026United Financial Planning Group LLC20883371,33743.45K———SEC_13F_DATASET
Jun 30, 2026Aug 13, 2026Gross & Hartman Investments LLC19660946,729218.69K———SEC_13F_DATASET
Mar 31, 2026Jun 3, 2026NewEdge Advisors, LLC16335162,65480.38K———SEC_13F_DATASET
Mar 31, 2026Jul 17, 2026AMERIPRISE FINANCIAL INC82002785,8942.6M———SEC_13F_DATASET
No verified records available for this section yet.
Insider transactions

Reported transaction values and remaining holdings are shown only when supplied by the source.

Transaction dateFiledInsiderTitleTypeCodeSharesPriceReported valueShares afterFilingSource
Oct 16, 2026Oct 19, 2026Mueller David J—SaleS42533.9814.44K3,790Open filingSEC_FORM_3_4_5
Sep 16, 2026Sep 17, 2026Mueller David J—SaleS42532.0513.62K4,215Open filingSEC_FORM_3_4_5
SEC filings

Showing up to 30 latest filings. Open the original SEC document when a URL is available.

FiledAcceptedFormDescriptionReporting periodAccessionSEC document
Oct 19, 2026—4PRIMARY DOCUMENTOct 16, 20260001672825-26-000009View filing
Oct 16, 2026—144——0001959173-26-007406View filing
Oct 1, 2026—8-K8-KOct 1, 20260001193125-26-410701View filing
Sep 29, 2026—8-K8-KSep 29, 20260001193125-26-406164View filing
Sep 17, 2026—4PRIMARY DOCUMENTSep 16, 20260001672825-26-000008View filing
Sep 16, 2026—144——0001959173-26-006998View filing
Sep 9, 2026—8-K8-KSep 9, 20260001193125-26-385565View filing
Sep 3, 2026—8-K8-KSep 3, 20260001193125-26-382053View filing
Aug 18, 2026—8-K8-KAug 18, 20260001193125-26-355549View filing
Aug 18, 2026—4PRIMARY DOCUMENTAug 17, 20260001672825-26-000007View filing
Aug 18, 2026—4PRIMARY DOCUMENTAug 14, 20260001781345-26-000002View filing
Aug 17, 2026—144——0001959173-26-006067View filing
Aug 13, 2026—8-K8-KAug 13, 20260001193125-26-349382View filing
Aug 7, 2026—10-Q10-QJun 30, 20260001585389-26-000014View filing
Aug 5, 2026—8-K8-KAug 5, 20260001585389-26-000011View filing
Aug 5, 2026—8-K8-KAug 5, 20260001585389-26-000010View filing
Jul 21, 2026—8-K8-KJul 21, 20260001193125-26-309225View filing
Jul 16, 2026—144——0001959173-26-005242View filing
Jul 16, 2026—4PRIMARY DOCUMENTJul 16, 20260001672825-26-000006View filing
Jul 1, 2026—8-K8-KJul 1, 20260001193125-26-292661View filing
Jun 25, 2026—4PRIMARY DOCUMENTJun 23, 20260001462184-26-000001View filing
Jun 25, 2026—4PRIMARY DOCUMENTJun 23, 20260001672825-26-000005View filing
Jun 25, 2026—4PRIMARY DOCUMENTJun 23, 20260001462183-26-000001View filing
Jun 25, 2026—8-K8-KJun 23, 20260001193125-26-282749View filing
Jun 25, 2026—4PRIMARY DOCUMENTJun 23, 20260002077183-26-000001View filing
Jun 17, 2026—4PRIMARY DOCUMENTJun 16, 20260001672825-26-000004View filing
Jun 16, 2026—144——0001959173-26-004682View filing
Jun 2, 2026—8-K8-KJun 2, 20260001193125-26-251934View filing
Jun 1, 2026—8-K8-KJun 1, 20260001193125-26-251761View filing
May 19, 2026—4PRIMARY DOCUMENTMay 18, 20260001672825-26-000003View filing
Quarterly and monthly research
PeriodResearch summary
Jun 30, 2026Latest reported fundamentals for fiscal period FY-2026-Q2. Revenue: $157586000. Gross margin: 58.72%. Operating margin: 21.64%. Net margin: 13.21%. Free cash flow: $43911000.
Jun 30, 2026Latest reported fundamentals for fiscal period FY-2026. Revenue: $157586000. Gross margin: 58.72%. Operating margin: 21.64%. Net margin: 13.21%. Free cash flow: $43911000.
MonthResearch summary
Oct 1, 2026Derived monthly snapshot; AI narrative pending
Third-party metrics and ratios

Showing up to 40 recent metric records and 40 ratio records from the query window. Provider periods, units and validity flags are preserved when available.

PeriodReport periodFiscal yearQuarterPeriod typeCategoryValueUnitCurrencyValidSource
Jun 30, 2026Jun 30, 202620262quarterlytotal_revenue79,276,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instanttotal_liabilities1,178,856,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instanttotal_liab_equity2,437,872,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlytotal_expenses-61,890,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instanttotal_equity1,259,016,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instanttotal_debt1,119,645,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instanttotal_common_equity1,156,457,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instanttotal_assets2,437,872,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualtax_withholding_on_share_settlement-399,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualstock_based_compensation6,038,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyshares_diluted55,454,084sharesUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyshares_basic55,255,522sharesUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantretained_earnings-173,585,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantrestricted_cash6,008,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualrepayments_of_long_term_debt-1,949,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualrepayments_of_credit_facilities-102,507,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualredemptions_of_shares_subject_to_redemption0sharesUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualpurchases_of_investments-16,338,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyproperty_operating_expenses-35,340,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualproceeds_from_sales_of_real_estate6,951,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualproceeds_from_long_term_debt0USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualproceeds_from_initial_public_offering0USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualproceeds_from_credit_facilities146,423,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantgoodwill69,974,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyincome_tax_expense-379,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualincome_taxes_paid717,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyinterest_and_investment_income2,107,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyinterest_expense-13,339,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualinvestments_in_unconsolidated_affiliates-2,867,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantinvestments_in_unconsolidated_joint_ventures37,458,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantlong_term_debt1,119,645,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualnet_cash_financing-9,827,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualnet_cash_investing-48,282,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualnet_cash_operating43,911,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualnet_change_in_cash-15,175,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_income12,075,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262semiannualnet_income_starting_line22,290,000USDUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_income_to_common-1,208,000ratioUSDYes3Spread
Jun 30, 2026Jun 30, 202620262quarterlynet_income_to_noncontrolling_interests-829,000ratioUSDYes3Spread
Jun 30, 2026Jun 30, 202620262instantnet_real_estate2,056,392,000—USDYes3Spread
PeriodReport periodFiscal yearQuarterPeriod typeRatio categoryRatioValuePercentileMissing inputsValidSource
Jun 30, 2026Jun 30, 202620262quarterlyliquiditycash_ratio0+0.00%current_liabilitiesNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquiditycurrent_ratio0+0.00%current_assets,current_liabilitiesNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilitygross_margin_pct0+0.00%gross_profitNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyefficiencyinventory_turnover0+0.00%cost_of_revenue,inventoryNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowoperating_cf_ratio0+0.00%current_liabilitiesNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquidityquick_ratio0+0.00%current_assets,current_liabilitiesNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyefficiencyreceivables_turnover0+0.00%receivablesNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyliquidityworking_capital0+0.00%current_assets,current_liabilitiesNo3Spread
Jun 30, 2026Jun 30, 202620262quarterlyefficiencyasset_turnover0.03+11.37%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowcf_margin_pct24.82+69.43%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowcf_to_net_income1.63+63.91%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleveragedebt_to_assets0.48+41.81%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlysectordebt_to_ebitda31.33+80.62%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleveragedebt_to_equity0.94+51.58%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlysectorebitda_margin_pct47.46+90.88%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleverageequity_multiplier1.94+48.94%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlycash_flowfree_cash_flow19,674,000+51.29%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyleverageinterest_coverage1.34+36.27%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilitynet_margin_pct15.23+77.97%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilityoperating_margin_pct22.55+81.00%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilityroa_pct0.5+41.73%—Yes3Spread
Jun 30, 2026Jun 30, 202620262quarterlyprofitabilityroe_pct0.96+39.29%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyliquiditycash_ratio0+0.00%current_liabilitiesNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlyliquiditycurrent_ratio0+0.00%current_assets,current_liabilitiesNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlyprofitabilitygross_margin_pct0+0.00%gross_profitNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlyefficiencyinventory_turnover0+0.00%cost_of_revenue,inventoryNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowoperating_cf_ratio0+0.00%current_liabilitiesNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlyliquidityquick_ratio0+0.00%current_assets,current_liabilitiesNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlyefficiencyreceivables_turnover0+0.00%receivablesNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlyliquidityworking_capital0+0.00%current_assets,current_liabilitiesNo3Spread
Mar 31, 2026Mar 31, 202620261quarterlyefficiencyasset_turnover0.03+11.68%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowcf_margin_pct30.95+80.03%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowcf_to_net_income2.37+79.96%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleveragedebt_to_assets0.48+39.53%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlysectordebt_to_ebitda31.8+76.61%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleveragedebt_to_equity0.91+49.39%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlysectorebitda_margin_pct46.3+90.93%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleverageequity_multiplier1.91+46.27%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlycash_flowfree_cash_flow24,237,000+58.43%—Yes3Spread
Mar 31, 2026Mar 31, 202620261quarterlyleverageinterest_coverage1.24+37.22%—Yes3Spread
Data quality and provenance

This page does not fill gaps with sample data. Values shown above come from the connected market-data and research tables.

No verified records available for this section yet.
RetrievedDatasetProviderStatus
Oct 8, 2026company_profileUS Market AI / SEC-mapped universeVerified
Identifiers and model evaluation
IdentifierValueSource
cik1585389stocks.cik
tickerSMAstocks.symbol
No verified records available for this section yet.
QUICK ANSWERS

Frequently asked questions

What is SMA stock's current price?

The latest stored quote for SMA is 33.62. The quote timestamp is 10/19/2026, 4:00:00 AM. Prices can change during market hours.

What is the SMA stock forecast and analysis?

The latest available quantitative model signal is “neutral”. Review the forecast horizons alongside the company's reported financials, valuation, technical indicators and risks below; model outputs are estimates, not guarantees or personalized investment advice.

What is the SMA stock price target?

The forecast table shows stored quantitative model outputs for the available horizons. These are model targets, not necessarily Wall Street analyst consensus; a verified consensus target is not assumed unless explicitly stored.

What is the SMA stock price prediction for 2030?

A stored long-term model scenario for 2030 is shown in the forecast table. Long-range scenarios are highly uncertain and should be reviewed alongside the model version and assumptions.

What are the bullish and bearish views on SMA?

A sufficiently detailed analyst-opinion dataset is not currently stored for this stock. The bull and bear cases on this page are conditional evidence-based scenarios, not attributed analyst recommendations.

What is the SMA stock price prediction for 2026?

A verified 2026 long-term model output is not currently stored for this stock. Check the forecast section for available horizons rather than relying on an unsupported target.

Is SMA stock overvalued or undervalued?

The database does not currently contain a usable trailing P/E value. Without verified valuation inputs and a suitable comparison set, this page cannot responsibly label the shares overvalued or undervalued.

What is SMA's P/E ratio?

A usable trailing P/E ratio is not currently available in the stored valuation data.

What is SMA's 52-week high and low?

The stored 52-week range is 29.41 to 38.69. This describes the recent trading range, not a forecast or a guaranteed support/resistance level.

Does SMA pay a dividend, and what is its dividend history?

The database contains 11 SEC-reported dividends-per-share fact record(s). These do not confirm an ex-dividend date, record date or payment date and are not a payment calendar.

When is SMA's next earnings report?

The latest SEC filing/observation date in this database is Aug 7, 2026. This is not a verified earnings announcement date or a confirmed next-report date; check company investor relations for the official calendar.

How has SMA stock performed recently?

The price chart uses 250 stored daily observations, and the market snapshot includes the latest available quote. Use the chart to inspect the period shown; past performance does not predict future returns.

Is SMA stock in a bullish or bearish trend?

The stored technical snapshot classifies the trend as “neutral”. This rule-based label is based on available indicators and is not a standalone buy or sell signal.

What are the main risks of investing in SMA?

Available risk metrics are shown in the risk and performance section. These metrics do not capture every business, competitive, regulatory or market risk; review company filings and disclosures as well.

Where can I find SMA's financial statements and earnings history?

Use the Financial Statements section for stored statement records, financial metric history, earnings results and estimate revisions. Coverage depends on the data available for this company.

Does US Market AI provide a guaranteed SMA price target?

No. Forecasts shown here are quantitative model outputs, not guarantees or personalized financial advice. Missing forecast values are left unavailable rather than filled with invented targets.

US MARKET AI · STOCK RESEARCH

Data availability varies by company and provider. Missing values are omitted rather than estimated. Forecasts are model outputs and should be independently evaluated.

Research updated Oct 19, 2026 · Research methodology · Disclaimer