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UDR, Inc.NYSE:UDR 주식 보고서

시가총액 US$13.5b
주가
US$37.51
US$40.48
7.3% 저평가 내재 할인율
1Y-6.5%
7D0.5%
1D
포트폴리오 가치
보기

UDR, Inc.

NYSE:UDR 주식 리포트

시가총액: US$13.5b

UDR (UDR) 주식 개요

는 S&P 500대 기업이며, 미국 내 매력적인 부동산을 성공적으로 관리, 매입, 판매, 개발 및 재개발하여 우수하고 신뢰할 수 있는 수익을 제공한 실적을 입증한 선도적인 다가구 부동산 투자 신탁 회사입니다. 자세히 보기

UDR 펀더멘털 분석
스노우플레이크 점수
가치 평가4/6
미래 성장0/6
과거 실적4/6
재무 건전성0/6
배당6/6

UDR Community Fair Values

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UDR, Inc. 경쟁사

가격 이력 및 성과

UDR 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$37.51
52주 최고가US$42.22
52주 최저가US$32.94
베타0.72
1개월 변동7.23%
3개월 변동0.91%
1년 변동-6.46%
3년 변동-3.82%
5년 변동-20.16%
IPO 이후 변동566.84%

최근 뉴스 및 업데이트

내러티브 업데이트 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.

Recent updates

내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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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새로운 내러티브 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

주주 수익률

UDRUS Residential REITsUS 시장
7D0.5%0.8%-0.3%
1Y-6.5%-7.8%26.7%

수익률 대 산업: UDR은 지난 1년 동안 -7.8%의 수익을 기록한 US Residential REITs 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: UDR은 지난 1년 동안 26.7%를 기록한 US 시장보다 저조한 성과를 냈습니다.

주가 변동성

Is UDR's price volatile compared to industry and market?
UDR volatility
UDR Average Weekly Movement2.8%
Residential REITs Industry Average Movement2.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.2%

안정적인 주가: UDR는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: UDR의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
19721,423Tom Toomeywww.udr.com

는 S&P 500 기업이며, 미국 시장에서 매력적인 부동산을 성공적으로 관리, 매입, 판매, 개발 및 재개발하여 우수하고 신뢰할 수 있는 수익을 창출한 실적을 입증한 선도적인 다가구 부동산 투자 신탁 회사입니다. 2025년 12월 31일 현재 UDR은 개발 중인 300개의 아파트 주택을 포함하여 60,941개의 아파트 주택을 소유하고 있거나 소유권을 보유하고 있습니다. 53년 이상 UDR은 주주에게는 장기적인 가치를, 거주자에게는 최고의 서비스 표준을, 직원에게는 최고 품질의 경험을 제공해 왔습니다.

UDR, Inc. 기초 지표 요약

UDR의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
UDR 기초 통계
시가총액US$13.52b
순이익 (TTM)US$485.96m
매출 (TTM)US$1.77b
25.1x
주가수익비율(P/E)
6.9x
주가매출비율(P/S)

UDR는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
UDR 손익계산서 (TTM)
매출US$1.77b
매출원가US$589.74m
총이익US$1.18b
기타 비용US$690.99m
순이익US$485.96m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

해당 없음

주당순이익(EPS)1.50
총이익률66.62%
순이익률27.51%
부채/자본 비율137.9%

UDR의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

4.6%
현재 배당 수익률
65%
배당 성향

UDR는 안정적으로 배당을 지급합니까?

UDR 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 UDR를 매수해야 하나요?
UDR 배당 일정
배당락일Jul 17 2026
배당 지급일Jul 31 2026
배당락일까지 남은 일수56 days
배당 지급일까지 남은 일수70 days

UDR는 안정적으로 배당을 지급합니까?

UDR 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 02:58
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

UDR, Inc.는 41명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Wesley GolladayBaird
Richard HightowerBarclays
Ross SmotrichBarclays