UDR, Inc.

NYSE:UDR 株式レポート

時価総額：US$13.5b

UDR 将来の成長

Future 基準チェック /06

UDRの収益は年間35.2%で減少すると予測されていますが、年間収益は年間1.4%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に6.8% 48.7%なると予測されています。

主要情報

-35.2%

収益成長率

-48.67%

EPS成長率

Residential REITs 収益成長-6.7%
収益成長率1.4%
将来の株主資本利益率6.79%
アナリストカバレッジ

Good

最終更新日19 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • May 03

UDR: Slowing New Supply And Ongoing Buybacks Will Drive Coastal Turnaround

The analyst price target for UDR has edged slightly lower to $40.48 from $40.52, as analysts factor in modest revisions to discount rates, revenue growth, profit margin assumptions, and future P/E expectations in light of recent mixed price target moves across the Street. Analyst Commentary Street research on UDR over the recent period has been active, with both price target increases and reductions clustering around the high $30s to low $40s range.
Seeking Alpha • May 01

UDR: Shift To A Monthly Dividend Doesn't Make Shares A 'Buy'

Summary UDR remains a "Hold," with shares underperforming due to weak rent trends and sector sentiment despite its legacy market focus. Q1 results were stable: FFO of $0.62 met expectations, revenue grew 1%, and occupancy stayed healthy at 96.6%. Management reaffirmed 2024 FFO guidance of $2.47–$2.57; dividend coverage is strong at ~1.45x, with a 4.8% yield and monthly payouts. Medium-term returns are projected at ~8%, with growth lagging until supply normalizes post-2027; no compelling buy catalyst currently. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 19

UDR: Coastal Turnaround Will Depend On Slowing Supply And Ongoing Buybacks

UDR's updated fair value estimate edges down slightly to $40.52 from $40.81 as analysts recalibrate their price targets to reflect mixed revisions around funding costs, modest revenue expectations, and updated sector views on multifamily REIT demand and earnings growth. Analyst Commentary Recent Street research on UDR points to a mixed but informative set of views, with price targets moving in both directions as analysts reassess funding costs, demand trends in multifamily housing, and the pace of earnings growth.
ナラティブの更新 • Apr 04

UDR: Coastal Apartment Turnaround Will Rely On Easing Supply And Buybacks

UDR's analyst price target edges slightly lower by about $0.15, as analysts fine tune fair value and discount rate assumptions while weighing mixed recent revisions across the apartment REIT sector, including both cuts and raises to UDR's target in the latest research cycle. Analyst Commentary Recent research on UDR reflects a mix of optimism and caution, with price target changes clustering within a relatively tight range and tied to both stock specific factors and broader apartment REIT sector assumptions.
ナラティブの更新 • Mar 21

UDR: Coastal Apartment Turnaround To Rely On Easing Supply And Buybacks

UDR's updated analyst price target reflects a modest adjustment of fair value to about $41, as analysts factor in slightly lower profit margin expectations and a higher assumed future P/E multiple, alongside more cautious sector estimates and tempered demand outlooks. Analyst Commentary Recent research on UDR reflects a mix of optimism and caution, with price targets generally clustering in the high $30s to low $40s and a range of ratings from Buy to Neutral and Sector Perform.
ナラティブの更新 • Mar 06

UDR: Coastal Apartment Turnaround Prospects Balance Buybacks And Demand Uncertainty

Our updated UDR fair value edges up to $41.12 from $40.93 as analysts reset price targets in a tight $39 to $42 range, citing lower same store growth assumptions, sector wide estimate cuts, and a more balanced view on future earnings and capital allocation. Analyst Commentary Street research on UDR over the recent period clusters around a tight price target range and reflects a mix of optimism on capital allocation and long term positioning, alongside caution on near term growth and demand risk.
ナラティブの更新 • Feb 20

UDR: Coastal Apartment REIT Turnaround And Buybacks Will Shape 2026 Outlook

The updated analyst price target for UDR edges up from about $40.38 to roughly $40.93. Analysts cite a mix of steady discount rate assumptions, slightly softer revenue growth expectations, and improved profit margin and future P/E inputs as key drivers of the change.
ナラティブの更新 • Feb 05

UDR: Softer Apartment Trends Will Meet Gradual Coastal REIT Turnaround In 2026

Analysts have increased their fair value estimate for UDR to about $40.38 per share, reflecting recent price target revisions from several firms and updated views that incorporate slightly softer revenue growth, tighter profit margins, and a marginally higher future P/E. Analyst Commentary Recent research updates on UDR point to a more constructive tone around the shares, with several firms revisiting their models and targets in light of updated expectations for sector conditions and valuation.
ナラティブの更新 • Jan 22

UDR: Softer Apartment Fundamentals Will Meet Gradual Coastal REIT Turnaround Expectations

Analysts have nudged their price expectations for UDR higher, with the average target moving from about $40.25 to roughly $40.36 as they balance slightly lower growth and margin assumptions against modestly higher future P/E expectations and recent target changes across the Street. Analyst Commentary Recent research on UDR shows a split view, with some firms leaning more constructive on the long term setup while others remain cautious on near term fundamentals and fund flows into REITs. Bullish Takeaways Bullish analysts who raised price targets point to what they see as an attractive entry point for Coastal Apartment REITs, with UDR included in that group.
ナラティブの更新 • Jan 07

UDR: Softer Apartment Fundamentals Will Test Recovery As Portfolios Support Stability

Analysts have trimmed their price target on UDR by about US$0.18 to roughly US$40.25. They cite recent target cuts from several firms and more cautious earnings assumptions as apartment fundamentals soften and capital flows favor other sectors.
ナラティブの更新 • Dec 16

UDR: Sunbelt And Coastal Portfolios Will Support Recovery As Fundamentals Stabilize

Narrative Update UDR's fair value estimate has inched down by approximately $0.27 per share as analysts trim price targets in response to softening multifamily fundamentals, more cautious 2026 earnings expectations, and ongoing fund flow headwinds for REITs. Analyst Commentary Recent Street research on UDR reflects a generally cautious stance, with multiple firms trimming price targets and reassessing growth expectations into 2026 as apartment fundamentals soften and REITs face persistent capital allocation headwinds. Bullish Takeaways Some bullish analysts maintain positive long term views, pointing to an eventual REIT recovery over the next 12 to 24 months as fundamentals stabilize and capital markets normalize.
ナラティブの更新 • Dec 01

UDR: Sunbelt And Coastal Markets Will Drive Performance Through 2025

Analysts have slightly reduced their price target for UDR, from $40.98 to $40.70. This adjustment is due to tempered earnings outlooks and confirmation of weakening fundamentals within the multifamily sector.
ナラティブの更新 • Nov 17

UDR: Sunbelt And Coastal Demand Will Support Performance In 2025

Analysts have lowered their average price target for UDR, Inc., reducing it from approximately $42.84 to $40.98 per share. They cite moderated revenue growth forecasts, slightly lower profit margin expectations, and an increasingly cautious outlook on multifamily real estate fundamentals.
ナラティブの更新 • Nov 01

UDR: Sunbelt Supply Slowdown Will Support Multifamily Sector Recovery

Narrative Update on UDR Analysts have modestly reduced their fair value estimate for UDR by approximately $0.18 to $42.84. This change reflects lowered expectations for revenue growth and subdued outlooks for the broader multifamily REIT sector.
ナラティブの更新 • Oct 17

Urban Migration And Sunbelt Demand Will Drive Multifamily Value

Analysts have slightly lowered their price target for UDR by approximately $0.45. They cite a cautious outlook on the multifamily sector and recent market dynamics that are impacting residential real estate investment trusts.
ナラティブの更新 • Oct 03

Urban Migration And Sunbelt Demand Will Drive Multifamily Value

Analysts have slightly lowered their fair value estimate for UDR to approximately $43.48 from $44.12. This reflects more cautious expectations for multifamily REITs and tempered growth outlooks following recent price target adjustments across the sector.
ナラティブの更新 • Sep 05

Urban Migration And Sunbelt Demand Will Drive Multifamily Value

UDR’s consensus price target saw a slight downward revision to $44.12 amid leadership uncertainty and some preference for peers, though moderating new supply and sequential rent gains support the outlook. Analyst Commentary Leadership changes at UDR, notably the unexpected resignation of the President and CIO, have introduced uncertainty over management succession and board dynamics.
Seeking Alpha • Mar 26

UDR: A Secure Dividend But Modest Upside

Summary UDR's focus on legacy markets with limited supply has driven rent growth, outperforming Sun Belt regions, supporting a stable rental demand outlook. The company's strong balance sheet, low turnover, and favorable debt metrics provide a secure foundation for continued modest growth and dividend sustainability. Despite solid fundamentals, UDR's valuation suggests market-like returns; a pullback to $41 would make shares more attractive for investment. With ongoing rent increases and stable occupancy, UDR is poised for steady FFO growth, but significant upside is limited. Read the full article on Seeking Alpha
Seeking Alpha • Jan 03

UDR Could Shine In 2025 With Moderating Supply And Strong Demand

Summary UDR, Inc. is a well-diversified multifamily REIT with exposure to both Tier 1 coastal and high-growth Sunbelt markets. It has steady occupancy and favorable rent-to-income ratios. Persistent high mortgage rates make renting more attractive, positioning UDR to benefit from robust tenant demand and lower new supply, supporting long-term value and income growth. UDR's moderate valuation supports the potential for 9-10% total annual returns through dividends and FFO/share growth, making it a solid investment candidate. Read the full article on Seeking Alpha
Seeking Alpha • Oct 10

UDR: Well-Diversified REIT Trading At Fair Value

Summary UDR is a REIT with strong diversification among West Coast, Northeast/Mid-Atlantic, and Sunbelt markets and has demonstrated accretive management in capital allocation decisions. The TTM AFFO growth over the past six quarters has been insignificant, but the stock's price-to-AFFO ratio is slightly inferior to its five-year average, making it fairly valued. When combining the valuation with negative factors, such as higher leverage and lower quality than other multi-family REITs, the stock becomes a hold for now. Read the full article on Seeking Alpha
Seeking Alpha • Oct 04

UDR: At Fair Value After A Rate-Driven Rally

Summary UDR shares have outperformed the market, gaining 12% versus the S&P 500's 6% rally, driven by declining interest rates and stabilizing apartment rents. UDR's performance is closely tied to interest rates, benefiting from the Federal Reserve's rate cuts, though much of this tailwind may be priced in. UDR's geographic focus on legacy markets with less new supply has helped it weather the rental market downturn, though this will be less of a tailwind next year. UDR offers a secure 3.8% dividend yield, with moderate growth prospects, making it a reasonable hold for income-oriented investors, though there is not enough upside to merit a buy. Read the full article on Seeking Alpha
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新しいナラティブ • Aug 21

Innovative Strategies And Robust Housing Demand Propel Future Revenue And Occupancy Growth

Strong demand for housing, driven by employment growth and income increases, supports higher occupancy and pricing, enhancing future revenue.
Seeking Alpha • Jul 16

UDR: Less Risky, But Fairly Valued

Summary UDR is a REIT that owns and manages multi-family apartment communities, primarily in the West Coast and Northeast markets. The portfolio is well-diversified, leverage is low, and liquidity is high, but the shares are fairly valued. The short-term outlook for the REIT is good, but there may be better vehicles to take advantage of it. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:UDR - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,813184N/AN/A4
12/31/20271,764169N/AN/A13
12/31/20261,715272N/AN/A13
3/31/20261,767486847875N/A
12/31/20251,749373867903N/A
9/30/20251,742145847882N/A
6/30/20251,715127838877N/A
3/31/20251,705118839865N/A
12/31/20241,70085855877N/A
9/30/20241,678123836855N/A
6/30/20241,675133810829N/A
3/31/20241,670452815832N/A
12/31/20231,632440816833N/A
9/30/20231,677451808831N/A
6/30/20231,662442814832N/A
3/31/20231,606100811827N/A
12/31/20221,52283799820N/A
9/30/20221,507155771783N/A
6/30/20221,450150717732N/A
3/31/20221,413156685701N/A
12/31/20211,308146654664N/A
9/30/20211,27955621631N/A
6/30/20211,24712607617N/A
3/31/20211,24258581592N/A
12/31/20201,26060593604N/A
9/30/20201,376131613630N/A
6/30/20201,362184644661N/A
3/31/20201,344162613629N/A
12/31/20191,290181N/A631N/A
9/30/20191,083165N/A611N/A
6/30/20191,050157N/A592N/A
3/31/20191,010142N/A566N/A
12/31/20181,042199N/A561N/A
9/30/20181,026186N/A536N/A
6/30/20181,012184N/A534N/A
3/31/20181,000174N/A531N/A
12/31/20171,027118N/A519N/A
9/30/2017971286N/A543N/A
6/30/2017979297N/A550N/A
3/31/2017972305N/A544N/A
12/31/2016964289N/A537N/A
9/30/2016971218N/A536N/A
6/30/2016937204N/A468N/A
3/31/2016913273N/A475N/A
12/31/2015898337N/A459N/A
9/30/2015858236N/A416N/A
6/30/2015840263N/A423N/A

アナリストによる今後の成長予測

収入対貯蓄率: UDRの収益は今後 3 年間で減少すると予測されています (年間-35.2% )。

収益対市場: UDRの収益は今後 3 年間で減少すると予測されています (年間-35.2% )。

高成長収益: UDRの収益は今後 3 年間で減少すると予測されています。

収益対市場: UDRの収益 ( 1.4% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: UDRの収益 ( 1.4% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: UDRの 自己資本利益率 は、3年後には低くなると予測されています ( 6.8 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/21 12:38
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

UDR, Inc. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。41

アナリスト機関
Wesley GolladayBaird
Richard HightowerBarclays
Ross SmotrichBarclays