Loading...
UE logo

Urban Edge PropertiesNYSE:UE 주식 보고서

시가총액 US$3.1b
주가
n/a
1Y21.7%
7D-2.3%
1D-1.5%
포트폴리오 가치
보기

Urban Edge Properties

NYSE:UE 주식 리포트

시가총액: US$3.1b

Urban Edge Properties (UE) 주식 개요

Urban Edge Properties는 소매용 부동산의 소유, 관리, 인수, 개발 및 재개발에 중점을 둔 뉴욕증권거래소 상장 부동산 투자 신탁입니다. 자세히 보기

UE 펀더멘털 분석
스노우플레이크 점수
가치 평가3/6
미래 성장0/6
과거 실적3/6
재무 건전성2/6
배당4/6

UE Community Fair Values

Create Narrative

See what others think this stock is worth. Follow their fair value or set your own to get alerts.

Urban Edge Properties 경쟁사

가격 이력 및 성과

Urban Edge Properties 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$22.61
52주 최고가US$24.11
52주 최저가US$18.44
베타1.0
1개월 변동-1.22%
3개월 변동10.78%
1년 변동21.69%
3년 변동43.37%
5년 변동17.64%
IPO 이후 변동0.94%

최근 뉴스 및 업데이트

내러티브 업데이트 Jun 17

UE: Raised 2026 Earnings Guidance And Margins Will Support Fair Value

The analyst price target for Urban Edge Properties has been adjusted slightly higher to about $23.71 from roughly $23.43, with analysts citing updated assumptions about discount rates, revenue patterns, profit margins, and future P/E expectations as reasons for the change. What’s in the News for Urban Edge Properties Urban Edge Properties updated its earnings guidance for 2026, providing a new net income range of $73,600,000 to $78,900,000.
내러티브 업데이트 Jun 01

UE: Raised Guidance And Redevelopment Pipeline Will Support Fair Value

Analysts have raised their price target for Urban Edge Properties from $22.14 to $23.43, citing updated assumptions that include a smaller expected decline in revenue growth, lower projected profit margins, and a higher future P/E multiple. What's in the News Urban Edge Properties reported adjusted funds from operations of $47.6 million, or $0.36 per share, in Q1 2026, with a 3% year over year change in this metric and strong leasing activity that included 45 leases covering 419,000 square feet.

Recent updates

내러티브 업데이트 Jun 17

UE: Raised 2026 Earnings Guidance And Margins Will Support Fair Value

The analyst price target for Urban Edge Properties has been adjusted slightly higher to about $23.71 from roughly $23.43, with analysts citing updated assumptions about discount rates, revenue patterns, profit margins, and future P/E expectations as reasons for the change. What’s in the News for Urban Edge Properties Urban Edge Properties updated its earnings guidance for 2026, providing a new net income range of $73,600,000 to $78,900,000.
내러티브 업데이트 Jun 01

UE: Raised Guidance And Redevelopment Pipeline Will Support Fair Value

Analysts have raised their price target for Urban Edge Properties from $22.14 to $23.43, citing updated assumptions that include a smaller expected decline in revenue growth, lower projected profit margins, and a higher future P/E multiple. What's in the News Urban Edge Properties reported adjusted funds from operations of $47.6 million, or $0.36 per share, in Q1 2026, with a 3% year over year change in this metric and strong leasing activity that included 45 leases covering 419,000 square feet.
내러티브 업데이트 Apr 12

UE: Earnings Outlook And Higher Dividend Will Support Fair Value

Analysts have modestly adjusted their price target on Urban Edge Properties to $22.14, reflecting updated views on discount rates, profit margins, and future P/E assumptions while keeping their fair value estimate steady at $22.14. What's in the News Issued full year 2026 earnings guidance, with anticipated net income of $0.49 to $0.54 per diluted share, or US$64,300,000 to US$70,800,000, and net income attributable to common shareholders of US$61,800,000 to US$68,000,000 (Key Developments) Board of Trustees declared a regular quarterly dividend of $0.21 per common share on February 10, 2026, indicating an annual dividend rate of $0.84 per share (Key Developments) Indicated annual dividend rate reflects an increase of $0.08 per share, or 11% compared with the prior annual rate, with payment scheduled for March 31, 2026 to shareholders of record on March 13, 2026 (Key Developments) Valuation Changes Fair Value: The model fair value remains steady at $22.14 per share, with no change from the prior estimate.
내러티브 업데이트 Mar 28

UE: Future Earnings Guidance And Higher Dividend Will Support Fair Value

Analysts now hold their fair value estimate for Urban Edge Properties steady at $22.14 per share, citing unchanged assumptions around long term discount rate, revenue growth, profit margin, and future P/E as the basis for maintaining the prior price target level. What's in the News Urban Edge Properties issued full year 2026 earnings guidance, with anticipated net income of $0.49 to $0.54 per diluted share and total net income projected in a range of $64,300,000 to $70,800,000 (Key Developments).
Seeking Alpha Mar 17

Urban Edge Amidst A Potential Whitestone Bidding War

Summary Urban Edge Properties trades at 79% of NAV and 17.6x AFFO, entering value territory amid strong shopping center fundamentals. UE benefits from densely populated, high-income Northeastern markets, boasting 96.7% occupancy and aggressive lease spreads, but growth is rate-driven due to full occupancy. High anchor space limits leasing economics but offers redevelopment potential, with SNO leases providing visibility into future NOI growth. UE is now on my radar as a valid, undervalued investment, though peers like Whitestone, Kimco, and Brixmor remain key holdings. Read the full article on Seeking Alpha
내러티브 업데이트 Mar 12

UE: Fair Value Will Reflect Higher Dividend And Revised Earnings Expectations

Analysts now maintain the fair value estimate for Urban Edge Properties at $22.14. The updated price target reflects slightly different assumptions around the discount rate, revenue growth, profit margins, and future P/E, rather than a broad change in overall conviction.
내러티브 업데이트 Feb 26

UE: Fair Value Will Reflect Higher Dividend Payout And Revised Earnings Outlook

Analysts have trimmed their price target for Urban Edge Properties by about $0.14 to $22.14, reflecting updated views that incorporate a shift in revenue growth assumptions, a higher projected profit margin, and a lower future P/E estimate. What's in the News On February 10, 2026, Urban Edge Properties' Board of Trustees declared a regular quarterly dividend of $0.21 per common share, indicating an annualized rate of $0.84 per share.
내러티브 업데이트 Feb 11

UE: Steady Fair Value Will Reflect Tighter Discount Rate And P/E Assumptions

Analysts kept their fair value estimate for Urban Edge Properties steady at $22.29 while fine tuning underlying assumptions such as the discount rate and long term P/E outlook, which suggests a more measured view of risk and earnings quality behind the unchanged price target. Valuation Changes Fair Value: Held steady at $22.29, with no change in the published estimate.
내러티브 업데이트 Jan 27

UE: Higher 2025 Earnings Guidance And Buybacks Will Support A Stronger Bullish Outlook

Analysts have held their average price target for Urban Edge Properties steady at about US$22.29, reflecting updated views on discount rates, profit margins, and a higher assumed future P/E multiple, while keeping revenue expectations broadly unchanged. What's in the News Completed share repurchase of 5,873,923 shares, about 4.87% of outstanding stock, for a total of US$54.42 million under the buyback program announced on March 4, 2020 (Key Developments).
내러티브 업데이트 Jan 13

UE: Higher 2025 Earnings Guidance Will Support A Stronger Bullish Outlook

Analysts have nudged their price target for Urban Edge Properties slightly lower, from about US$22.80 to roughly US$22.29, citing updated assumptions for revenue trends, profit margin expectations, and a higher forward P/E multiple. What's in the News Urban Edge Properties reported that, between July 1, 2025 and September 30, 2025, it repurchased 0 shares for US$0 million under its existing buyback program, keeping the total completed repurchases at 5,873,923 shares, or 4.87%, for US$54.42 million under the authorization announced on March 4, 2020 (Key Developments).
Seeking Alpha Nov 10

Urban Edge Properties: Improving Quality But High Valuation

Summary Urban Edge has delivered over 47% total returns since November 2023, with a current forward yield of 2.89% and a P/FFO multiple of 17.63x. Looking at UE stock, I question the relative valuation compared to peers KIM, REG, and FRT. Diving a bit more, I will identify UE's advantages and vulnerabilities compared to peers. Recommend adding UE only after a significant correction for a more attractive valuation and yield, given the sector's recent rally. Read the full article on Seeking Alpha
Seeking Alpha Oct 09

Urban Edge Properties: A Small-Cap REIT Poised To Benefit From Lower Interest Rates

Summary Urban Edge Properties, a small-cap REIT focused on shopping centers, is poised for growth due to lower interest rates and strong fundamentals. UE's solid performance includes a 13.81% stock increase, impressive occupancy rates, and a conservative payout ratio, indicating potential for future dividend growth. The REIT's well-laddered debt profile and strong development pipeline position it for long-term capital appreciation, despite some exposure to at-risk tenants. Valued below peers with a forward P/FFO multiple of 15.55x, UE offers nearly 20% upside potential, making it a buy for investors seeking potentially hidden gems. Despite market volatility, UE has outperformed the S&P over the past four months, with impressive Q2 results including increased NOI, FFO, and occupancy rates, signaling continued growth. Read the full article on Seeking Alpha
User avatar
새로운 내러티브 Sep 09

Aggressive Acquisitions And Funding Risks Threaten To Erode Shareholder Value

Aggressive acquisition and redevelopment strategies could lead to operational inefficiencies and financial risks, impacting net margins and operational income.
Seeking Alpha Jun 30

Urban Edge Properties: An Undercovered REIT Gem That Should Be On Your Radar

Summary Urban Edge Properties is a shopping center REIT focused on the corridor between Washington D.C. and Boston, with strong growth potential. The REIT achieved impressive growth through acquisitions at attractive spreads, leading to solid FFO and AFFO growth ahead. Urban Edge Properties has strong tenants, a growth pipeline, and a solid balance sheet with ample liquidity, despite higher net debt to EBITDA compared to peers. Their dividend is well-covered with a payout ratio of just 51%, giving the REIT ample room for future dividend increases. Read the full article on Seeking Alpha

주주 수익률

UEUS Retail REITsUS 시장
7D-2.3%-0.5%1.6%
1Y21.7%22.2%18.6%

수익률 대 산업: UE은 지난 1년 동안 22.2%의 수익을 기록한 US Retail REITs 산업과 동일한 성과를 보였습니다.

수익률 대 시장: UE은 지난 1년 동안 18.6%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is UE's price volatile compared to industry and market?
UE volatility
UE Average Weekly Movement3.0%
Retail REITs Industry Average Movement2.8%
Market Average Movement7.3%
10% most volatile stocks in US Market16.7%
10% least volatile stocks in US Market3.2%

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

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

회사 소개

설립직원 수CEO웹사이트
2014104Jeff Olsonwww.uedge.com

Urban Edge Properties는 소매용 부동산의 보유, 관리, 인수, 개발 및 재개발에 주력하는 뉴욕증권거래소(NYSE) 상장 부동산 투자 신탁(REIT)입니다. 특히 워싱턴 D.C.에서 보스턴에 이르는 지역을 중심으로 한 도시 지역 사회에 중점을 두고 있습니다. Urban Edge는 총 임대 가능 면적 1,730만 제곱피트에 달하는 74개의 부동산을 보유하고 있습니다.

Urban Edge Properties 기초 지표 요약

Urban Edge Properties의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
UE 기초 통계
시가총액US$3.06b
순이익 (TTM)US$107.92m
매출 (TTM)US$478.29m
26.4x
주가수익비율(P/E)
6.0x
주가매출비율(P/S)

UE는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
UE 손익계산서 (TTM)
매출US$478.29m
매출원가US$170.96m
총이익US$307.34m
기타 비용US$199.42m
순이익US$107.92m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

Aug 07, 2026

주당순이익(EPS)0.86
총이익률64.26%
순이익률22.56%
부채/자본 비율122.7%

UE의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

3.7%
현재 배당 수익률
50%
배당 성향

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/06 22:07
종가2026/07/06 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

Urban Edge Properties는 11명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Michael GormanBTIG
Christopher LucasCapital One Securities, Inc.
Floris Gerbrand van DijkumCompass Point Research & Trading, LLC