SMA
SmartStop Self Storage REIT, Inc.
NYSEUSDEQUITY
Real Estate
DELAYED
Last price
34.21
▼ 0.23 (0.67%)
MARKET · —
Price
Chart style
Interval
Intraday intervals only cover recent history. The site picks the finest interval the range allows.
Overlays
Session levels
Lower pane
Tool
Drag pan · Pinch zoom · Hold crosshair · pick a tool then drag to draw
Open
34.44
Prev close
34.44
Day high
34.56
Day low
34.21
Volume
292.90K
Market cap
$1.89B
P/E (TTM)
57.02
52W range
29.41 – 39.77
Day trading desk
Gap from prior close
+0.00%
Prior close 34.44
VWAP
34.33
-0.34% from price
Relative volume
0.94×
Normal
Session range
10.32%
33.03 – 36.44
Position in range
35%
Mid range
ATR (14D)
0.78
2.27% of price
Prior day high
34.62
PDH
Prior day low
33.91
PDL
Bid / ask spread
—
Quote not published
Session volume
660.77K
Avg 705.72K
VWAP and the session figures are computed from the delayed intraday series on this page, so they lag the live tape and will not match a broker's real-time VWAP exactly. Turn on Prior day H/L/C, Opening range and Volume profile in the chart's Studies menu to see these levels drawn on price.
Trailing performance
Returnvs SPY
1W
+0.18%
+1.5%
1M
+1.51%
-2.2%
3M
+10.82%
+7.7%
6M
-1.84%
-12.9%
YTD
+10.57%
-1.7%
1Y
-3.77%
-23.8%
3Y
—
-74.2%
5Y
—
—
Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.
Unusual options activity
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
That is the normal state — most contracts trade well inside their existing open interest.
Contracts trading at or above their open interest, ranked by notional and where the print landed.
Free account
5 more panels on SMA open with an account.
Options chains and analytics, valuation ratios, insider filings, analyst targets and ownership. No card, no trial, nothing to cancel.
Insider net activity
Net shares
-500
Net selling
Buy transactions
1
3.08K shares
Sell transactions
7
3.58K shares
Net transactions
+8
Buys less sells
Sell : buy shares
1.2 : 1
Mixed
Insider-held shares
233.10K
Total on file
Insider transactions
| Date | Insider | Action | Shares | Value | Held |
|---|---|---|---|---|---|
| Aug 17, 26 | MUELLER DAVID J Director |
SELL | 425 | $14.32K | Direct |
| Aug 14, 26 | LOOK NICHOLAS M. General Counsel |
SELL | 1.02K | $35.22K | Direct |
| Jul 16, 26 | MUELLER DAVID J Director |
SELL | 425 | $14.19K | Direct |
| Jun 23, 26 | MORRIS TIMOTHY S Director |
STOCK | 3.08K | $0 | Direct |
| Jun 16, 26 | MUELLER DAVID J Director |
SELL | 425 | $13.79K | Direct |
| May 18, 26 | MUELLER DAVID J Director |
SELL | 425 | $12.61K | Direct |
| Apr 16, 26 | MUELLER DAVID J Director |
SELL | 425 | $13.51K | Direct |
| Mar 16, 26 | MUELLER DAVID J Director |
SELL | 425 | $13.94K | Direct |
| Nov 17, 25 | SCHWARTZ H MICHAEL Chief Executive Officer |
BUY | 6.25K | $198.19K | Indirect |
| Nov 14, 25 | LOOK NICHOLAS M. General Counsel |
SELL | 458 | $15.04K | Direct |
| Nov 11, 25 | BARRY JAMES R Chief Financial Officer |
BUY | 600 | $20.13K | Direct |
| Jun 24, 25 | MORRIS TIMOTHY S Director |
STOCK | 2.69K | $0 | Direct |
| Apr 2, 25 | PERRY HAROLD Director |
BUY | 3.00K | $90.00K | Direct |
| Apr 2, 25 | JOHNSON WAYNE President |
BUY | 3.00K | $90.00K | Direct |
What this is, and what it is not
These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.
A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.
This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.
Officer and director trades in their own stock, straight from Form 4 filings.
Insider holders
| Name | Relation | Shares held | Latest |
|---|---|---|---|
BARRY JAMES R |
Chief Financial Officer | 3.38K | Purchase |
JOHNSON WAYNE |
President | 3.00K | Purchase |
LOOK NICHOLAS M. |
General Counsel | 588 | Sale |
MORRIS TIMOTHY S |
Director | 27.42K | Stock Award(Grant) |
MUELLER DAVID J |
Director | 4.64K | Sale |
PERRY HAROLD |
Director | 3.00K | Purchase |
ROBINSON JOSEPH H |
Chief Operating Officer | 500 | Purchase |
SCHWARTZ H MICHAEL |
Chief Executive Officer | — | Purchase |
TERJUNG MICHAEL O |
Officer | 6.00K | Purchase |
Fundamentals
Market cap$1.89B
Enterprise value$3.08B
Revenue (TTM)$283.43M
Gross profit$187.20M
EBITDA$142.90M
Net income$28.11M
EPS (TTM)$0.60
Free cash flow$113.12M
Total cash$38.19M
Total debt$1.12B
Book value / share$20.89
Shares outstanding55.37M
Float55.14M
Short % of float8.79%
Dividend yield4.68%
Beta (5Y)—
Valuation & profitability ratios
Trailing P/E57.02
Forward P/E56.57
PEG ratio—
Price / sales—
Price / book1.64
EV / revenue10.86
EV / EBITDA21.54
Gross margin66.05%
Operating margin23.88%
Profit margin10.17%
Return on equity2.40%
Return on assets1.69%
Debt / equity88.93
Current ratio0.31
Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.
Financial statements
| Line item | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|
| Total revenue | $281.14M | $237.01M | $232.99M | $212.64M | +18.6% |
| Operating revenue | $268.68M | $230.36M | $227.23M | $208.01M | +16.6% |
| Cost of revenue | $108.67M | $81.31M | $74.49M | $65.55M | +33.6% |
| Gross profit | $172.47M | $155.69M | $158.50M | $147.09M | +10.8% |
| Selling, general & admin | $38.21M | $29.95M | $27.45M | $28.25M | +27.6% |
| Total operating expense | $111.41M | $86.06M | $87.68M | $92.87M | +29.5% |
| Operating income | $61.06M | $69.64M | $70.82M | $54.22M | -12.3% |
| Net interest income | -$55.53M | -$69.08M | -$58.45M | -$39.67M | +19.6% |
| Pre-tax income | $164.00K | -$4.40M | $9.05M | $21.11M | +103.7% |
| Tax provision | $1.90M | $1.48M | -$2.60M | -$555.00K | +28.1% |
| Net income | -$1.55M | -$5.62M | $9.75M | $18.82M | +72.5% |
| Net income to common | -$8.76M | -$18.38M | -$2.75M | $6.32M | +52.3% |
| Basic EPS | -0.20 | -0.20 | -0.03 | 0.07 | -2.6% |
| Diluted EPS | -0.20 | -0.20 | -0.03 | 0.07 | -2.6% |
| EBIT | $60.06M | $67.92M | $70.86M | $62.63M | -11.6% |
| EBITDA | $133.26M | $124.03M | $131.09M | $127.25M | +7.4% |
| Basic shares | 47.30M | 96.56M | 96.81M | 91.94M | -51.0% |
| Diluted shares | 47.30M | 96.56M | 96.81M | 92.06M | -51.0% |
| Line item | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|
| Cash & equivalents | $54.22M | $23.11M | $45.08M | $39.49M | +134.6% |
| Cash & short-term investments | $54.22M | $23.11M | $45.08M | $39.49M | +134.6% |
| Total current assets | $59.37M | $29.30M | $53.43M | $46.04M | +102.6% |
| Goodwill & intangibles | $104.03M | $76.11M | $70.58M | $85.11M | +36.7% |
| Total assets | $2.43B | $2.04B | $1.90B | $1.95B | +19.1% |
| Total current liabilities | $47.44M | $47.73M | $38.55M | $37.89M | -0.6% |
| Long-term debt | $1.10B | $1.32B | $1.09B | $1.07B | -16.6% |
| Total debt | $1.10B | $1.32B | $1.09B | $1.07B | -16.6% |
| Total liabilities | $1.15B | $1.37B | $1.13B | $1.11B | -16.0% |
| Retained earnings | -$657.57M | -$567.81M | -$491.46M | -$430.68M | -15.8% |
| Shareholder equity | $1.18B | $584.10M | $671.97M | $740.29M | +102.1% |
| Working capital | $11.93M | -$18.43M | $14.88M | $8.15M | +164.7% |
| Net tangible assets | $1.08B | $507.99M | $601.39M | $655.19M | +111.9% |
| Shares issued | 55.36M | 24.01M | 24.22M | 30.30M | +130.6% |
| Line item | 2025 | 2024 | 2023 | 2022 | YoY |
|---|---|---|---|---|---|
| Net income | -$1.74M | -$5.89M | $11.65M | $21.67M | +70.5% |
| Depreciation & amortisation | $73.20M | $56.11M | $60.23M | $64.62M | +30.5% |
| Stock-based compensation | $16.62M | $5.26M | $5.26M | $3.97M | +216.1% |
| Change in working capital | -$10.99M | -$2.88M | -$5.04M | $2.86M | -281.1% |
| Operating cash flow | $84.97M | $64.03M | $73.19M | $87.91M | +32.7% |
| Investing cash flow | -$380.75M | -$180.94M | $262.00K | -$205.15M | -110.4% |
| Share buybacks | -$200.29M | -$33.84M | -$18.99M | -$1.76M | -491.8% |
| Dividends paid | -$81.80M | -$49.89M | -$53.10M | -$61.89M | -64.0% |
| Financing cash flow | $325.23M | $94.82M | -$66.10M | $120.07M | +243.0% |
| Free cash flow | $84.97M | $64.03M | $73.19M | $87.91M | +32.7% |
| End cash position | $59.37M | $29.30M | $53.43M | $46.04M | +102.6% |
| Line item | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | 2025-03-31 | YoY |
|---|---|---|---|---|---|---|
| Total revenue | $78.31M | $78.45M | $70.43M | $66.82M | $65.45M | -0.2% |
| Operating revenue | $71.43M | $72.02M | $68.43M | $64.92M | $63.31M | -0.8% |
| Cost of revenue | $33.43M | $30.45M | $27.56M | $27.20M | $23.46M | +9.8% |
| Gross profit | $44.88M | $48.00M | $42.87M | $39.62M | $41.98M | -6.5% |
| Selling, general & admin | $9.14M | $8.23M | $10.44M | $11.70M | $7.85M | +11.0% |
| Total operating expense | $29.17M | $28.26M | $29.61M | $29.00M | $24.54M | +3.2% |
| Operating income | $15.71M | $19.74M | $13.26M | $10.62M | $17.44M | -20.4% |
| Net interest income | -$11.17M | -$11.94M | -$10.98M | -$11.31M | -$21.30M | +6.5% |
| Pre-tax income | $10.55M | $3.33M | $6.16M | -$4.48M | -$4.85M | +216.5% |
| Tax provision | $331.00K | $363.00K | $615.00K | $318.00K | $606.00K | -8.8% |
| Net income | $9.58M | $2.78M | $5.23M | -$4.60M | -$4.95M | +244.2% |
| Net income to common | $9.58M | $2.78M | $5.23M | -$8.36M | -$8.40M | +244.2% |
| Basic EPS | 0.17 | 0.05 | 0.09 | -0.16 | -0.35 | +240.0% |
| Diluted EPS | 0.17 | 0.05 | 0.09 | -0.16 | -0.35 | +240.0% |
| EBIT | $23.68M | $16.65M | $18.68M | $7.55M | $17.17M | +42.2% |
| EBITDA | $43.71M | $36.68M | $37.86M | $24.85M | $33.87M | +19.2% |
| Basic shares | 55.24M | 55.23M | 24.05M | 54.42M | 24.02M | +0.0% |
| Diluted shares | 55.27M | 55.44M | 24.30M | 54.42M | 24.02M | -0.3% |
| Line item | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | 2025-03-31 | YoY |
|---|---|---|---|---|---|---|
| Cash & equivalents | $38.21M | $54.22M | $47.81M | $37.72M | $35.17M | -29.5% |
| Cash & short-term investments | $38.21M | $54.22M | $47.81M | $37.72M | $35.17M | -29.5% |
| Total current assets | $43.86M | $59.37M | $54.21M | $43.13M | $39.88M | -26.1% |
| Goodwill & intangibles | $100.53M | $104.03M | $82.68M | $82.06M | $77.80M | -3.4% |
| Total assets | $2.42B | $2.43B | $2.39B | $2.30B | $2.11B | -0.4% |
| Total current liabilities | $53.13M | $47.44M | $53.90M | $43.68M | $52.08M | +12.0% |
| Long-term debt | $1.09B | $1.10B | $1.04B | $950.01M | $1.41B | -0.5% |
| Total debt | $1.09B | $1.10B | $1.04B | $950.01M | $1.41B | -0.5% |
| Total liabilities | $1.15B | $1.15B | $1.10B | $1.00B | $1.46B | +0.0% |
| Retained earnings | -$669.85M | -$657.57M | -$638.04M | -$620.97M | -$590.44M | -1.9% |
| Shareholder equity | $1.17B | $1.18B | $1.20B | $1.22B | $564.82M | -1.1% |
| Working capital | -$9.27M | $11.93M | $316.00K | -$541.00K | -$12.20M | -177.7% |
| Net tangible assets | $1.07B | $1.08B | $1.12B | $1.13B | $487.02M | -0.8% |
| Shares issued | 55.38M | 55.36M | 33.09M | 55.44M | 24.06M | +0.0% |
| Line item | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2025-06-30 | 2025-03-31 | 2024-12-31 | YoY |
|---|---|---|---|---|---|---|---|
| Net income | $10.22M | $2.97M | $5.55M | -$4.80M | -$5.46M | — | +244.1% |
| Depreciation & amortisation | $20.03M | $20.03M | $19.18M | $17.30M | $16.69M | — | 0.0% |
| Stock-based compensation | $2.78M | $2.38M | $6.26M | $6.74M | $1.25M | — | +17.0% |
| Change in working capital | -$4.95M | -$18.00M | $25.64M | -$13.99M | -$4.64M | — | +72.5% |
| Operating cash flow | $24.24M | $14.36M | $52.06M | $8.01M | $10.55M | — | +68.8% |
| Investing cash flow | -$16.02M | -$29.71M | -$115.59M | -$165.14M | -$70.31M | — | +46.1% |
| Share buybacks | — | $0 | -$290.00K | -$200.00M | $0 | -$12.62M | — |
| Dividends paid | -$21.83M | -$22.19M | -$22.22M | -$23.20M | -$14.19M | — | +1.6% |
| Financing cash flow | -$23.23M | $20.35M | $74.79M | $159.72M | $70.37M | — | -214.2% |
| Free cash flow | $24.24M | $14.36M | $52.06M | $8.01M | $10.55M | — | +68.8% |
| End cash position | $43.86M | $59.37M | $54.21M | $43.13M | $39.88M | — | -26.1% |
Options analytics
Put / call volume
0.00
Call-heavy session
Put / call open interest
0.00
Positioning, not flow
Max pain
35.00
+2.3% from spot
ATM implied vol
47.1%
Nearest strike to spot
Skew (10% OTM)
—
—
Call volume
1
Contracts, this expiry
Put volume
0
Contracts, this expiry
Heaviest call OI
35.00
2 contracts
Heaviest put OI
—
—
Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.
Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.
Earnings
Reported vs expected · EPS
| Quarter | Est. | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | 0.10 | 0.12 | +22.5% |
| Mar 2026 | 0.08 | 0.09 | +12.4% |
| Dec 2025 | 0.16 | 0.15 | -6.6% |
| Sep 2025 | 0.08 | 0.10 | +35.0% |
Forward consensus
| Period | EPS | Analysts | Revenue | Growth |
|---|---|---|---|---|
| Current quarter | 0.15 | 1 | $77.83M | +10.5% |
| Next quarter | 0.17 | 1 | $80.11M | +2.1% |
| Current year | 0.60 | 3 | $313.52M | +11.5% |
| Next year | 0.60 | 2 | $331.88M | +5.9% |
Analyst targets & ownership
Mean target$36.89
High target$40.00
Low target$33.00
Implied upside7.82%
Analyst count11
ConsensusBUY
Strong buy / Buy2 / 7
Hold1
Sell / Strong sell0 / 1
Held by insiders0.42%
Held by institutions100.14%
Institutions holding363
Price targets, consensus spread, insider and institutional ownership.
Moving averages & technicals
SMA 10
34.14
+0.19% from price
SMA 20
34.20
+0.04% from price
SMA 50
33.53
+2.02% from price
SMA 100
32.50
+5.28% from price
SMA 200
32.37
+5.69% from price
EMA 12
34.19
+0.07% from price
EMA 26
33.99
+0.65% from price
EMA 50
33.54
+1.99% from price
RSI (14)
53.1
Neutral
MACD (12,26,9)
0.20
Hist -0.03
ATR (14)
0.78
2.27% of price
Realised vol 30D
26.1%
Annualised
Bollinger upper
35.19
20, 2σ
Bollinger lower
33.20
20, 2σ
50 / 200 cross
Golden
33.53 vs 32.37
Trend bias
Above 200
+5.69%
Options chain
Calls
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Puts
| Strike | Last | Bid | Ask | Vol | OI | IV |
|---|---|---|---|---|---|---|
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
| 000.00 | 0.00 | 0.00 | 0.00 | 0 | 0 | 0.0% |
Every listed expiry, both sides of the book, with volume, open interest and implied volatility.
Risk profile
Beta vs SPY
0.51
Less volatile than market
Correlation to SPY
0.25
Largely independent
Realised vol 30D
26.1%
Annualised
Market vol 1Y
12.9%
SPY, annualised
Max drawdown 1Y
-24.0%
Peak to trough
Max drawdown 5Y
-24.0%
Peak to trough
ATR 14
0.78
2.27% of price
Beta (reported)
—
5Y monthly, from filing
Short interest
Shares short
4.33M
Prior 4.92M
Change vs prior
-12.0%
Shorts covering
% of float
8.79%
Normal
% of shares out
7.81%
Against total outstanding
Days to cover
5.8
Crowded exit
Float
55.14M
Freely tradeable shares
Exchanges publish short interest twice a month with a settlement lag, so this is roughly two weeks behind. Days to cover divides shares short by average daily volume — it estimates how long covering would take, not whether it will happen.
Rating changes
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Aug 10, 26 | Baird | MAINTAINED | Outperform | Outperform |
| Jul 24, 26 | Wells Fargo | MAINTAINED | Equal-Weight | Equal-Weight |
| Jun 1, 26 | Wells Fargo | MAINTAINED | Equal-Weight | Equal-Weight |
| Apr 16, 26 | Wells Fargo | MAINTAINED | Equal-Weight | Equal-Weight |
| Mar 23, 26 | JP Morgan | MAINTAINED | Underweight | Underweight |
| Mar 12, 26 | Freedom Broker | MAINTAINED | Buy | Buy |
| Mar 11, 26 | Baird | MAINTAINED | Outperform | Outperform |
| Feb 26, 26 | Stifel | MAINTAINED | Buy | Buy |
| Feb 5, 26 | Wells Fargo | DOWNGRADE | Overweight | Equal-Weight |
| Jan 29, 26 | Scotiabank | MAINTAINED | Sector Outperform | Sector Outperform |
| Jan 20, 26 | Truist Securities | MAINTAINED | Buy | Buy |
| Dec 18, 25 | JP Morgan | DOWNGRADE | Neutral | Underweight |
Dividends & splits
Forward rate$1.60 / yr
Forward yield4.68%
5-year avg yield—
Payout ratio266.67%
Ex-dividend dateAug 31, 2026
Next pay dateSep 15, 2026
Last split—
Split date—
SEC filings
Corporate Changes & Voting Matters
8-K · 2026-08-18
Corporate Changes & Voting Matters
8-K · 2026-08-13
Periodic Financial Reports
10-Q · 2026-08-07
Corporate Changes & Voting Matters
8-K · 2026-08-05
Corporate Changes & Voting Matters
8-K · 2026-07-21
Corporate Changes & Voting Matters
8-K · 2026-07-01
Corporate Changes & Voting Matters
8-K · 2026-06-25
Corporate Changes & Voting Matters
8-K · 2026-06-02
Headlines
SmartStop Self Storage REIT Closes Offering of Senior Unsecured Notes
MT Newswires · 5d ago
SmartStop Closes Canadian Maple Bond Offering for CAD $200 Million
Business Wire · 5d ago
SmartStop (SMA) Q2 2026 Earnings Call Transcript
Motley Fool · 10d ago
SmartStop Self Storage REIT (SMA) Earnings And Dividend Put Fair Value Back In Focus
Simply Wall St. · 13d ago
Smartstop Self Storage REIT Q2 Earnings Call Highlights
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Smartstop Self Storage REIT Inc (SMA) (Q2 2026) Earnings Call Highlights: Strong NOI Growth and ...
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PRIVATE STRATEGY · BY QUALIFICATION
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