Should Urban Edge’s Strong 2025 Results and Higher Dividend Require Action From Urban Edge Properties (UE) Investors?
Urban Edge Properties reported strong full-year 2025 results with increased revenue and net income, alongside an 11% hike in its annual common dividend to US$0.84 per share. This performance, coupled with optimistic 2026 net income guidance, signals management's confidence in the REIT's cash flow and growth plans. Investors need to weigh these positive developments against the ongoing risks of tenant bankruptcies and the re-evaluation of earnings sustainability after a one-off gain.
Urban Edge Properties (UE) Q4 2025 Earnings Call Highlights: Record Leasing and Strategic ... By GuruFocus
Urban Edge Properties (UE) reported strong Q4 2025 results, including a 6% growth in FFO as adjusted to $1.43 per share and a 5% same-property NOI growth. The company achieved record shop occupancy of 92.6% and completed 14 redevelopment projects with high unlevered yields. Despite challenges like declining anchor occupancy and competitive acquisition markets, UE increased its dividend by 11% and provided positive FFO guidance for 2026.
Public Sector Pension Investment Board Buys 61,979 Shares of Urban Edge Properties $UE
The Public Sector Pension Investment Board increased its stake in Urban Edge Properties (NYSE:UE) by 14.5% in the third quarter, acquiring 61,979 additional shares to own 490,689 shares valued at approximately $10.04 million. Despite missing EPS expectations in its latest earnings report ($0.10 vs. $0.36 expected), Urban Edge Properties beat revenue estimates and raised its quarterly dividend to $0.21. The stock currently holds a "Hold" consensus rating from analysts with a target price of $22.00.
Earnings call transcript: Urban Edge Properties beats Q4 2025 expectations By Investing.com
Urban Edge Properties (UEP) reported strong Q4 2025 earnings, exceeding analyst expectations with an EPS of $0.10 and revenue of $119.56 million. The company showcased record shop occupancy, an 11% increase in its annual dividend, and provided optimistic FFO guidance for 2026. This positive performance led to a 4.56% rise in its stock price in pre-market trading.
Urban Edge Properties (UE) Valuation Check After Steady Long Term Shareholder Returns
Urban Edge Properties (UE) has shown steady performance with a 10% gain over the past month and a 52.07% return over five years. The stock is currently trading at $20.69, which is 7.2% undervalued compared to a fair value estimate of $22.29. The unchanged fair value estimate is based on precise earnings paths, future P/E assumptions, and a finely tuned discount rate, with potential risks noted such as tenant bankruptcies or economic shocks in the Northeast.
Urban Edge Properties (NYSE:UE) Q4 2025 Earnings Call Transcript
Urban Edge Properties (NYSE: UE) released its Q4 and full-year 2025 earnings, reporting adjusted FFO of $1.43 per share for the year, a 6% increase, and 5% same-property NOI growth. The company set new leasing records with strong rent spreads and announced an 11% dividend increase. Management provided guidance for 2026, targeting FFO growth of at least 4.5% and continuing its strategy of accretive capital recycling and redevelopment projects.
Urban Edge Properties: Q4 Earnings Snapshot
Urban Edge Properties (UE) reported its Q4 financial results, with funds from operations reaching $46.5 million, or 36 cents per share. The real estate investment trust also posted a net income of $12.4 million, or 10 cents per share, and revenue of $119.6 million for the quarter. For the full year, Urban Edge Properties reported funds from operations of $187.1 million and revenue of $470.7 million, with expectations for full-year FFO in the range of $1.47 to $1.52 per share.
Urban Edge Properties (NYSE:UE) Raises Dividend to $0.21 Per Share
Urban Edge Properties (NYSE:UE) has announced a dividend increase to $0.21 per share, up 10.5% from its previous $0.19. Despite missing Q4 EPS expectations, the company exceeded revenue forecasts and provided optimistic FY2026 guidance, including a target of at least 4.5% FFO growth. While the current payout ratio of 155.1% raises concerns about dividend sustainability, analysts anticipate future earnings growth will reduce this to a more manageable 53.9%.
Urban Edge Properties (NYSE:UE) Reports Strong Q4 2025 Earnings Beat and Raises Dividend
Urban Edge Properties (NYSE:UE) reported strong Q4 and full-year 2025 financial results, significantly beating analyst expectations with FFO of $0.36 per share and revenue of $119.5 million. The company announced an 11% increase in its quarterly dividend and provided a positive outlook for 2026, projecting FFO per share between $1.47 and $1.52. This performance led to a positive market reaction, reflecting investor confidence in its operational success and capital management.
Urban Edge Properties stock hits 52-week high at 21.82 USD
Urban Edge Properties (UE) stock recently reached a new 52-week high of $21.82, despite a slight decline in its 1-year performance. The real estate investment trust boasts a "GREAT" financial health score of 3.04, a 3.61% dividend yield, and a healthy current ratio of 4.71. The company also recently secured $950 million in unsecured credit facilities, expanding its borrowing capacity and extending loan maturities.
Urban Edge Properties Q4 2025 Earnings Call Highlights
Urban Edge Properties reported strong financial results for Q4 2025, with an adjusted FFO of $1.43 per share for the year, indicating 6% growth and a 5% increase in same-property NOI. The company set new leasing records, signing 47 leases in Q4 totaling over 200,000 square feet, and completed 14 projects with an expected 19% unlevered return. Management projects continued growth in 2026, with adjusted FFO per share estimated to rise to between $1.47 and $1.52.
Urban Edge Properties (NYSE:UE) Reaches New 1-Year High - Here's Why
Urban Edge Properties (NYSE:UE) recently hit a new 52-week high, trading up to $21.87. While the company's Q4 EPS of $0.10 missed analyst expectations, its revenue of $119.56 million surpassed estimates, and it provided optimistic FY2026 EPS guidance. Analyst sentiment is mixed, with a consensus "Hold" rating and an average price target of $22.00, though some firms have adjusted their ratings and price targets.
Urban Edge Properties: Fourth Quarter Earnings Overview
Urban Edge Properties announced its fourth-quarter financial results, reporting funds from operations (FFO) of $46.5 million, or 36 cents per share, and a net income of $12.4 million, or 10 cents per share. The real estate investment trust generated $119.6 million in revenue for the quarter, with full-year FFO reaching $187.1 million and total revenue of $470.7 million. Looking ahead, the company forecasts FFO for the upcoming year to be between $1.47 and $1.52 per share.
URBAN EDGE PROPERTIES ($UE) Releases Q4 2025 Earnings
URBAN EDGE PROPERTIES ($UE) reported strong Q4 2025 earnings, with $0.36 per share, significantly beating analyst estimates of $0.09. The company also surpassed revenue expectations, reporting $119,490,000 against estimates of $106,887,559. The article also details recent hedge fund activity, congressional stock trading involving UE, and current analyst price targets for the stock.
Urban Edge Properties: Q4 Earnings Snapshot
Urban Edge Properties (UE) reported its fourth-quarter and full-year earnings, highlighting key profitability measures for the real estate investment trust. For Q4, the company announced funds from operations of $46.5 million, or 36 cents per share, with net income at $12.4 million, or 10 cents per share, and revenue of $119.6 million. The full-year results showed funds from operations at $187.1 million and revenue at $470.7 million, with projections for full-year funds from operations to be between $1.47 and $1.52 per share.
Urban Edge fills more storefronts, lifts payout after strong 2025
Urban Edge Properties (NYSE: UE) reported strong financial results for the fourth quarter and full-year 2025, with record shop occupancy and a 6% increase in FFO as Adjusted per share. As a result, the company announced an 11% increase in its quarterly cash dividend and provided a positive earnings outlook for 2026, projecting 4.5% growth in FFO as Adjusted per diluted share at the midpoint. Key operational highlights included significant leasing activity, strategic acquisitions, and development projects, contributing to its robust performance.
Urban Edge Properties: Q4 Earnings Snapshot
Urban Edge Properties (UE) announced its Q4 earnings, reporting funds from operations of $46.5 million, or 36 cents per share, and net income of $12.4 million, or 10 cents per share. The real estate investment trust posted revenue of $119.6 million for the quarter, with full-year funds from operations reaching $187.1 million and annual revenue at $470.7 million. The company projects full-year funds from operations to be in the range of $1.47 to $1.52 per share.
Urban Edge earnings on deck: Can new credit facilities fuel 2026 growth?
Urban Edge Properties is set to report fourth-quarter earnings, with analysts expecting a sequential revenue decline but a positive outlook for 2026. The company recently secured $950 million in unsecured credit facilities to extend debt maturities and fuel future growth initiatives. Investors will be watching how Urban Edge leverages these facilities and current strong retail real estate fundamentals to drive same-property net operating income growth and capitalize on the current market cycle.
Urban Edge Properties (NYSE:UE) Receives Average Recommendation of "Hold" from Brokerages
Urban Edge Properties (NYSE:UE) has received an average "Hold" recommendation from six brokerage firms, with an average 12-month price target of $22.00. While some analysts, like Weiss Ratings, upgraded the stock to "Buy," others, such as UBS, lowered their price target and maintained a "Neutral" rating, indicating mixed sentiment. Institutional investors maintain a significant stake, owning approximately 94.9% of the company's stock.
Urban Edge Properties (UE) Valuation After US$950 Million Credit Facilities Refresh
Urban Edge Properties (UE) recently secured US$950 million in unsecured credit facilities, restructuring its credit profile. The company's shares show strong momentum with a 9.7% 90-day return and a 60.9% five-year total shareholder return. Currently, Urban Edge Properties appears modestly undervalued at $20.52 against a fair value estimate of $22.29, with future P/E increasing in the valuation model.
Urban Edge Properties (UE) Expected to Announce Quarterly Earnings on Wednesday
Urban Edge Properties (NYSE:UE) is scheduled to release its Q4 2025 earnings before market open on Wednesday, February 11th. Analysts anticipate earnings of $0.36 per share and revenue of $103.6430 million. The article also covers the company's recent dividend announcement, price performance, institutional investor activity, and analyst ratings.
Urban Edge Properties Bolsters Balance Sheet Ahead of Q4 2025 Report
Urban Edge Properties has proactively strengthened its balance sheet by securing $950 million in new unsecured credit facilities ahead of its fourth-quarter 2025 financial report. This refinancing extends debt maturities, with less than 8% of total liabilities due within the next 24 months, enhancing financial flexibility and stability in a favorable retail property market. The company will release its Q4 2025 results on February 11, followed by an analyst and investor conference call.
Urban Edge Properties Bolsters Balance Sheet Ahead of Q4 2025 Report
Urban Edge Properties has proactively strengthened its financial position by securing $950 million in new unsecured credit facilities, extending its debt maturity profile, and reducing near-term obligations. This strategic refinancing comes as the retail real estate sector experiences robust growth and prepares the company for its upcoming Q4 2025 earnings report next week. The company's focus on properties in densely populated areas aligns with the positive market conditions.
Is Urban Edge Properties (UE) Still Attractive After Recent Multi‑Year Share Price Gains
This article analyzes Urban Edge Properties (UE) to determine if its current share price of US$19.98 offers value. Using a Discounted Cash Flow (DCF) analysis, the stock appears undervalued by 11.8% with an estimated intrinsic value of $22.66 per share. However, based on its Price-to-Earnings (P/E) ratio of 22.62x, which is above Simply Wall St's Fair Ratio of 18.27x, the stock screens as overvalued, suggesting mixed signals for investors.
The Bull Case For Urban Edge Properties (UE) Could Change Following Major Credit Facility Overhaul – Learn Why
Urban Edge Properties (UE) recently overhauled its credit facilities, securing a US$700,000,000 revolver and US$250,000,000 in delayed-draw term loans, extending maturities and increasing borrowing capacity to US$1.28 billion. While this move eases refinancing risks and adds financial flexibility, it doesn't directly address the company's profitability pressures, declining revenue, or high earnings multiple. The article suggests investors should consider how thin interest cover could interact with higher-rate debt and weigh the new credit facilities against profit headwinds.
Urban Edge Properties (UE) Valuation Check After Expanding US$950 Million Credit Facilities
Urban Edge Properties (UE) recently expanded its unsecured credit facilities to US$950 million, enhancing borrowing capacity and extending debt maturities. Despite a recent cool-down in short-term returns, the company shows a strong 5-year total shareholder return of 64.09%. Simply Wall St values UE as 14% undervalued at its current share price of $19.17, with a fair value of $22.29, driven by underappreciated cash flows, earnings power, and potential NOI gains from redevelopment projects.
Urban Edge Properties (UE) Valuation Check After Expanding US$950 Million Credit Facilities
Urban Edge Properties (UE) recently expanded its financing with US$950 million in new unsecured credit facilities, enhancing its borrowing capacity and extending debt maturities. Despite a recent decline in its 1-year total shareholder return, the stock is considered 14% undervalued with a fair value of around $22.29. The expansion of credit is expected to support future growth and redevelopment projects, though potential risks from concentration in Northeast urban retail and challenges with big box tenants exist.
Urban Edge increases total borrowing capacity to USD 950 million through revised credit facility
Urban Edge Properties has expanded its aggregate borrowing capacity to $950 million by amending and extending its credit facility, which includes an additional $250 million in delayed-draw term loans. Concurrently, the company reduced its revolving credit facility to $700 million to better manage its funding mix and improve liquidity. This strategic move aims to provide greater financial flexibility and adapt to evolving market conditions.
Urban Edge Properties (UE) Valuation Check After Expanding US$950 Million Credit Facilities
Urban Edge Properties (UE) has expanded its financial flexibility by securing new unsecured credit facilities totaling US$950 million. While the stock has seen muted short-term returns, it has generated a 64.09% total shareholder return over five years. The company is considered 14% undervalued with a fair value of $22.29, driven by underappreciated cash flows and earnings potential, particularly from redevelopment projects.
Urban Edge Properties secures $950 million in unsecured credit facilities
Urban Edge Properties has secured $950 million in unsecured credit facilities, extending maturities and increasing its borrowing capacity by $150 million. The new facilities include a $700 million revolving credit facility and $250 million in delayed-draw term loan facilities, enhancing the REIT's financial flexibility. This follows the company's strong third-quarter earnings for 2025, which surpassed analyst expectations in both EPS and revenue.
Urban Edge Properties secures $950 million in unsecured credit facilities By Investing.com
Urban Edge Properties has secured $950 million in unsecured credit facilities, extending maturities and increasing its borrowing capacity by $150 million. The new facilities include a $700 million revolving credit facility and $250 million in delayed-draw term loan facilities, improving the REIT's strong liquidity and financial flexibility. This strategic financing move, supported by positive recent earnings and a stable dividend, reinforces the company's financial health.
How Investors May Respond To Urban Edge Properties (UE) Expanding Undrawn US$950 Million Credit Capacity
Urban Edge Properties (UE) has expanded its financial flexibility by securing US$950 million in new unsecured credit facilities, including a US$700 million revolving credit line and US$250 million in term loans. This move aims to support growth, development, and general corporate needs, providing more
How Investors May Respond To Urban Edge Properties (UE) Expanding Undrawn US$950 Million Credit Capacity
Urban Edge Properties (UE) has secured US$950 million in new unsecured credit facilities, including a US$700 million revolving credit line and US$250 million in delayed-draw term loans. This move aims to enhance financial flexibility for growth and development, although the company still faces earnings pressure and tighter interest coverage. Investors will need to assess how this expanded credit capacity influences the company's investment narrative, especially given existing financial concerns and the potential for increased leverage.
Urban Edge Properties (NYSE: UE) extends $700M revolver, adds $250M in term loan capacity
Urban Edge Properties has refinanced and extended its main bank debt by entering into a Second Amended and Restated Credit Agreement and a separate Term Loan Agreement. The company's revolving credit facility has been reduced from $800 million to $700 million but its maturity has been extended to June 28, 2030, with extension options. Additionally, Urban Edge has added new delayed-draw term loans totaling $250 million, maturing in 2031 and 2033, and incorporated accordion features to allow for increased borrowing capacity in the future.
Urban Edge Expands and Extends Unsecured Credit Facilities
Urban Edge Properties (UE) has expanded and extended its unsecured credit facilities, totaling $950 million, which will increase its borrowing capacity by $150 million and significantly extend debt maturities. The package includes a resized $700 million unsecured revolving credit facility and $250 million of delayed-draw term loans, providing financial flexibility for growth initiatives. TipRanks' AI Analyst, Spark, rates UE as Neutral, noting strong financial performance contrasted with bearish technical indicators and moderate valuation.
Urban Edge Properties Upsizes Aggregate Borrowing Capacity to $950 Million with Amended and Extended Credit Facility and $250 Million of Delayed-Draw Term Loans
Urban Edge Properties announced it has secured $950 million in unsecured credit facilities, increasing its borrowing capacity by $150 million and extending maturities. These facilities include a $700 million revolving credit facility and $250 million in delayed-draw term loans. The company plans to use the proceeds for working capital to support its growth initiatives.
How Investors May Respond To Urban Edge Properties (UE) Expanding Undrawn US$950 Million Credit Capacity
Urban Edge Properties (UE) has secured US$950 million in new unsecured credit facilities, including a US$700 million revolving credit line and US$250 million in delayed-draw term loans, significantly enhancing its financial flexibility. While this expansion provides breathing room for funding growth and extending maturities, investors are weighing it against existing earnings pressure and concerns about interest coverage. The article suggests this move could influence perceptions of the company's future funding plans and potentially alleviate some balance sheet strain, although it also presents the temptation for increased leverage.
Urban Edge Properties (UE) Shares Cross Above 200 DMA
Urban Edge Properties (UE) shares have moved above their 200-day moving average of $19.20, trading as high as $19.30 on Tuesday and currently up about 1.7% on the day. The stock's 52-week range is $15.66 to $21.73, with its last trade at $19.25. This indicates a potentially positive technical momentum for the company.
Urban Edge Properties (UE) Valuation Check After Recent Share Price Weakness
Urban Edge Properties (UE) has seen mixed stock performance, with recent short-term declines but stronger long-term returns. Despite recent share price weakness, Simply Wall St's analysis suggests UE is currently undervalued, with a fair value of $22.29 compared to its closing price of $18.66. However, this upside could be challenged by risks such as tenant bankruptcies or changes in demand for retail real estate.
Why Urban Edge Properties (UE) is a Great Dividend Stock Right Now
Urban Edge Properties (UE) is highlighted as a strong dividend stock, offering a dividend yield of 4.07% and an annualized dividend of $0.76, up 11.8% from last year. The company, a real estate investment trust, has a payout ratio of 56% and is expected to see a 2.22% earnings growth in 2025. UE currently holds a Zacks Rank of 3 (Hold), making it a compelling option for income investors.
Urban Edge Properties (NYSE:UE) Given Consensus Recommendation of "Hold" by Brokerages
Urban Edge Properties (NYSE:UE) has received a consensus "Hold" rating from brokerages, with an average 12-month target price of $22.00. While some analysts like Evercore ISI and Morgan Stanley raised their price targets, UBS trimmed its target to $20, and Weiss Ratings upgraded the stock to a "Buy." The company's key financials include a market cap of $2.41 billion, a P/E ratio of 21.48, and an annualized dividend yield of approximately 4.0%.
Precision Trading with Urban Edge Properties Of Beneficial Interest (UE) Risk Zones
This article analyzes Urban Edge Properties (NYSE: UE), indicating a neutral sentiment across all time horizons with a mid-channel oscillation pattern. It presents an exceptional 25.2:1 risk-reward setup, targeting a 6.9% gain against 0.3% risk. The piece outlines three distinct AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—each with specific entry, target, and stop-loss zones for various risk profiles.
UBS Adjusts Price Target on Urban Edge Properties to $20 From $21, Maintains Neutral Rating
UBS has adjusted its price target for Urban Edge Properties (UE) to $20, down from $21, while reiterating a Neutral rating on the stock. This update reflects the analyst's revised outlook for the real estate investment trust. The article also provides a timeline of recent news and financial activities related to Urban Edge Properties, including dividend declarations and earnings reports.
Urban Edge Props (UE): Morgan Stanley Raises Price Target | UE S
Morgan Stanley has maintained an "Equal-Weight" rating for Urban Edge Properties (UE) and increased its price target from $21.00 to $22.00, reflecting a 4.76% rise. This adjustment signals updated expectations for the stock's performance. The average target price from 7 analysts is $23.00, implying a 22.54% upside from the current price.
Urban Edge Properties (UE) Could Be a Great Choice
Urban Edge Properties (UE) is highlighted as a potentially good choice for income investors due to its consistent dividend payments and solid financial performance. The company offers a dividend yield of 4.14% and has shown an average annual dividend increase of 11.83% over the past five years. With a strong earnings growth forecast for 2025 and a manageable payout ratio, UE appears to be a compelling dividend play.
Press Release: Urban Edge Properties Invites You to Join Its Fourth Quarter 2025 Earnings Conference Call
Urban Edge Properties has announced that it will host a conference call to discuss its fourth-quarter 2025 earnings. Additionally, the article mentions Unity Software's (U.US) fourth-quarter earnings, reporting a revenue increase of 35% year-over-year to $609 million, exceeding estimates, despite a quarterly loss of 66 cents per share.
Urban Edge Properties (UE): Assessing Valuation After Recent Share Price Pullback
Urban Edge Properties (UE) has underperformed this year, with an 8.6% decline in share price, despite a 56.5% three-year total shareholder return. The stock is estimated to be 15% below its intrinsic value and 18% under analyst targets, suggesting potential upside, though this relies on specific earnings assumptions. Analysts anticipate a decrease in earnings by August 2028, leading to a narrative that requires modest revenue growth, margin compression, and a premium future multiple to justify a richer valuation.
Squarepoint Ops LLC Increases Stake in Urban Edge Properties $UE
Squarepoint Ops LLC significantly increased its stake in Urban Edge Properties ($UE) by 62.7% in Q2, now owning 146,472 shares valued at approximately $2.73 million. Institutional investors collectively hold about 94.94% of the company's stock. Urban Edge Properties has a consensus "Hold" rating from analysts with an average target price of $22.00, recently beat EPS estimates, and declared a quarterly dividend of $0.19.
Urban Edge Properties (NYSE:UE) Receives Average Recommendation of "Hold" from Analysts
Urban Edge Properties (NYSE:UE) has an average "Hold" recommendation from six analysts, with five rating it a hold and one a buy, and an average 12-month price target of $22.00. The company surpassed its Q3 earnings expectations, reporting an EPS of $0.36 against an estimate of $0.35, and announced a quarterly dividend of $0.19. Institutional investors have been actively trading UE shares, with several hedge funds increasing their positions in the real estate investment trust.
Hudson Bay Capital Management LP Boosts Stock Position in Urban Edge Properties $UE
Hudson Bay Capital Management LP significantly increased its stake in Urban Edge Properties (NYSE:UE) by 47.2% in Q2, boosting its holdings to over 1.9 million shares. This investment, valued at approximately $36.37 million, makes Hudson Bay Capital a significant institutional holder in the real estate investment trust. Urban Edge Properties also announced a quarterly dividend and provided a positive EPS guidance for FY2025, while maintaining a consensus "Hold" rating from analysts.
