Urban Edge Properties

NYSE:UE Stok Raporu

Piyasa değeri: US$2.8b

Urban Edge Properties Gelecekteki Büyüme

Future kriter kontrolleri 0/6

Urban Edge Properties şirketinin gelirinin ve kazancının sırasıyla yıllık 4.5% ve 1.2% oranında düşmesi öngörülüyor.

Anahtar bilgiler

-1.2%

Kazanç büyüme oranı

n/a

EPS büyüme oranı

Retail REITs kazanç büyümesi-1.6%
Gelir büyüme oranı-4.5%
Gelecekteki özkaynak getirisi5.40%
Analist kapsamı

Low

Son güncelleme03 Sep 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Seeking Alpha • Aug 24

Urban Edge: This Undervalued REIT Has A Clear Edge

Summary Urban Edge offers compelling value post-pullback, trading at a forward P/FFO of 14.0 and yielding 3.9%. UE’s high-quality, grocery-anchored portfolio in dense urban markets drives resilient fundamentals and double-digit leasing spreads. Robust growth is underpinned by a $22 million signed-not-open pipeline, redevelopment projects, and mark-to-market rent upside. With ample liquidity, manageable leverage, and mark-to-market rent upside, I maintain a "Buy" rating for value and income investors. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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
Yeni Anlatı • 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

Kazanç ve Gelir Büyüme Tahminleri

NYSE:UE - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202842268N/AN/A2
12/31/20274516790N/A4
12/31/202644571N/AN/A4
6/30/202648768202213N/A
3/31/2026478108189189N/A
12/31/202547293183183N/A
9/30/2025469111184184N/A
6/30/2025461105165165N/A
3/31/202545478163163N/A
12/31/202444572153153N/A
9/30/2024435263161161N/A
6/30/2024425290159159N/A
3/31/2024417270157157N/A
12/31/2023417248163163N/A
9/30/202340241144144N/A
6/30/202339816147147N/A
3/31/202339718145145N/A
12/31/202239846140140N/A
9/30/202242575141141N/A
6/30/202243391143143N/A
3/31/202243092141141N/A
12/31/2021425103135135N/A
9/30/202138479131131N/A
6/30/202135346124124N/A
3/31/202133265111111N/A
12/31/202033094113113N/A
9/30/202033978116116N/A
6/30/2020354138122122N/A
3/31/2020383133N/A148N/A
12/31/2019388109N/A156N/A
9/30/2019393113N/A165N/A
6/30/201941483N/A137N/A
3/31/2019413110N/A132N/A
12/31/2018414105N/A137N/A
9/30/201841184N/A132N/A
6/30/201839377N/A151N/A
3/31/201838037N/A155N/A
12/31/201740767N/A158N/A
9/30/2017393100N/A153N/A
6/30/2017379102N/A154N/A
3/31/2017369123N/A142N/A
12/31/201632691N/A137N/A
9/30/201632387N/A137N/A
6/30/201632387N/A142N/A
3/31/201632269N/A140N/A
12/31/201532339N/A138N/A
9/30/201532240N/A126N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: UE şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -1.2% ).

Kazançlar ve Piyasa: UE şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -1.2% ).

Yüksek Büyüme Kazançları: UE şirketinin kazançlarının önümüzdeki 3 yıl içinde düşmesi öngörülüyor.

Gelir ve Pazar: UE şirketinin gelirinin önümüzdeki 3 yıl içinde düşmesi bekleniyor (yılda -4.5% ).

Yüksek Büyüme Geliri: UE şirketinin gelirinin önümüzdeki 3 yıl içinde düşmesi öngörülüyor (yılda -4.5% ).

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: UE 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 5.4 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/09 07:54
Gün Sonu Hisse Fiyatı2026/09/09 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Urban Edge Properties 11 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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