UDR, Inc.

NYSE:UDR 주식 리포트

시가총액: US$13.4b

UDR 과거 순이익 실적

과거 기준 점검 4/6

UDR은 연평균 21.1%의 비율로 수입이 증가해 온 반면, Residential REITs 산업은 수입이 2.3% 증가했습니다. 매출은 연평균 6.8%의 비율로 증가했습니다. UDR의 자기자본이익률은 12.8%이고 순이익률은 27.5%입니다.

핵심 정보

21.07%

순이익 성장률

19.78%

주당순이익(EPS) 성장률

Residential REITs 산업 성장률11.06%
매출 성장률6.81%
자기자본이익률12.78%
순이익률27.51%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 Jun 16

UDR: Stock Will Balance Buybacks And Monthly Dividends With Sunbelt Recovery Risks

UDR's analyst price target has edged higher to about $40.55 from roughly $40.17, as analysts balance earlier target cuts with more recent upward revisions tied to an improved macro backdrop and mixed expectations for Sunbelt apartment markets. Analyst Commentary Recent price target changes on UDR highlight a split view among research desks, with some seeing support for the stock from macro conditions and private market data, while others are more cautious on the recovery outlook for key regions such as the Sunbelt.
내러티브 업데이트 Jun 01

UDR: Slowing New Supply And Buybacks Will Face Sunbelt Recovery Risks

UDR's updated analyst price target edges lower, with the fair value estimate shifting from $40.48 to $40.17 as analysts factor in a slightly higher discount rate, more muted revenue growth assumptions, and a modestly stronger profit margin outlook amid ongoing sector wide target reductions tied to a slower expected recovery in key multifamily markets, including the Sunbelt. Analyst Commentary Recent research updates around UDR cluster around a common theme of recalibrated expectations for multifamily REITs, with UDR's targets adjusting within a relatively tight range as analysts reassess growth, supply, and demand assumptions in key markets.
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
User avatar
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

매출 및 비용 세부 내역

UDR가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:UDR 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 261,7674861090
31 Dec 251,7493731090
30 Sep 251,7421451110
30 Jun 251,7151271090
31 Mar 251,7051181100
31 Dec 241,700851080
30 Sep 241,6781231020
30 Jun 241,675133970
31 Mar 241,670452960
31 Dec 231,632440920
30 Sep 231,677451880
30 Jun 231,662442880
31 Mar 231,606100850
31 Dec 221,52283860
30 Sep 221,507155830
30 Jun 221,450150830
31 Mar 221,413156810
31 Dec 211,308146790
30 Sep 211,27955770
30 Jun 211,24712730
31 Mar 211,24258690
31 Dec 201,26060710
30 Sep 201,376131710
30 Jun 201,362184700
31 Mar 201,344162700
31 Dec 191,290181670
30 Sep 191,083165690
30 Jun 191,050157660
31 Mar 191,010142640
31 Dec 181,042199540
30 Sep 181,026186600
30 Jun 181,012184600
31 Mar 181,000174590
31 Dec 171,027118610
30 Sep 17971286620
30 Jun 17979297610
31 Mar 17972305610
31 Dec 16964289610
30 Sep 16971218660
30 Jun 16937204700
31 Mar 16913273730
31 Dec 15898337690
30 Sep 15858236590
30 Jun 15840263550

양질의 수익: UDR는 $330.1M 규모의 큰 일회성 이익이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: UDR의 현재 순 이익률 (27.5%)은 지난해 (6.9%)보다 높습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: UDR의 수익은 지난 5년 동안 연평균 21.1%로 크게 증가했습니다.

성장 가속화: 지난 1년간 UDR 의 수익 증가율(310.6%)은 연간 평균(21.1%)을 초과합니다.

수익 대 산업: UDR의 지난 1년 수익 증가율(310.6%)은 Residential REITs 업계의 5.2%를 상회했습니다.


자기자본이익률

높은 ROE: UDR의 자본 수익률(12.8%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/21 04:24
종가2026/06/18 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

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 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Wesley GolladayBaird
Richard HightowerBarclays
Ross SmotrichBarclays