Update shared on 01 Dec 2025
Fair value Decreased 1.00%The consensus analyst price target for UMH Properties has been revised slightly lower, from $18.81 to $18.63. Analysts cite continued robust fundamentals, but expectations for growth and profit margins have been slightly tempered.
Analyst Commentary
Analyst opinions on UMH Properties present a mix of optimism for robust ongoing growth and caution regarding certain market dynamics within the REIT sector.
Bullish Takeaways- Bullish analysts point to the company's strong business fundamentals, citing a track record of robust performance that is expected to continue well into 2026.
- Updated models show that the company's projected growth remains solid, even with a slight reduction in price targets.
- Long-term outlooks remain positive, with expectations that UMH Properties is well-positioned for continued expansion as macroeconomic conditions improve.
- The strength of UMH’s diversified property portfolio is seen as supporting its ability to weather market fluctuations and sustain growth.
- Bearish analysts are somewhat cautious on the firm’s near-term valuation, leading to a modest reduction in price targets.
- The overall REIT sector, including multifamily properties, currently faces tempered enthusiasm for a broad-based recovery in 2026.
- While long-term prospects are solid, profit margin expectations have been brought down slightly due to sector-wide headwinds and increased caution on select property segments.
What's in the News
- UMH Properties Board of Directors increased its stock repurchase authorization to $100 million, up from the previous $25 million (Periodicals).
- The company announced an increase in its equity buyback plan, bringing the total authorization to $125 million (Key Developments).
- UMH Properties recently acquired a manufactured home community in Albany, Georgia for $2.6 million. This acquisition adds 130 developed homesites to its portfolio (Key Developments).
Valuation Changes
- The Fair Value Estimate has decreased slightly, moving from $18.81 to $18.63.
- The Discount Rate has risen marginally, increasing from 7.46% to 7.47%.
- The Revenue Growth projection has declined from 9.14% to 8.21%.
- The Net Profit Margin estimate has fallen significantly, dropping from 12.59% to 7.96%.
- The Future P/E ratio has increased sharply, rising from 52.33x to 84.05x.
Disclaimer
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