Urban Edge Properties (UE): Assessing Worth Following NOI Increase, Upgraded Forecast, and Record Leasing Achievements
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 18 2025
0mins
Should l Buy UE?
Source: Yahoo Finance
Urban Edge Properties Performance: Urban Edge Properties reported a 7% increase in same property net operating income for Q2, raised its annual FFO guidance, and achieved record-high occupancy rates, positively impacting its share price, which is currently at $19.88.
Valuation and Growth Potential: Analysts suggest a fair value of $22.80 for Urban Edge, indicating the stock may be undervalued, with potential for growth driven by active capital recycling and redevelopment projects that could enhance future earnings.
Investment Risks: Despite the optimistic outlook, risks such as tenant bankruptcies and geographic concentration could threaten Urban Edge's performance if market conditions change.
Research and Opportunities: Investors are encouraged to explore various investment opportunities, including dividend stocks and undervalued stocks, while the article emphasizes that the analysis provided is not financial advice.
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Analyst Views on UE
Wall Street analysts forecast UE stock price to rise
5 Analyst Rating
1 Buy
4 Hold
0 Sell
Hold
Current: 20.670
Low
20.00
Averages
22.00
High
23.00
Current: 20.670
Low
20.00
Averages
22.00
High
23.00
About UE
Urban Edge Properties is a real estate investment trust, which is focused on owning, managing, acquiring, developing, and redeveloping retail real estate in urban communities, in the Washington, District of Columbia to Boston corridor. Urban Edge Properties LP (UELP or the Operating Partnership) serves as its partnership subsidiary and owns, through affiliates, all of its real estate properties and other assets. Its portfolio consists of approximately 71 shopping centers, two outlet centers and two malls totaling approximately 17.4 million square feet of gross leasable area. Its shopping centers and malls are located in California, Connecticut, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Virginia and Maryland, Massachusetts Puerto Rico. Its properties include Walnut Creek, Newington Commons, Goucher Commons, Rockville Town Center, Wheaton, Woodmore Towne Centre, Shoppers World, Manchester Plaza, Bergen Town Center, and Brunswick Commons, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Urban Edge Properties Q4 2025 Earnings Call Highlights
- Strong Financial Performance: Urban Edge Properties reported an adjusted FFO of $1.43 per share for 2025, reflecting a 6% growth driven by the execution of signed-but-not-open projects and a 5% increase in same-property NOI, indicating robust demand in the high-quality retail space market.
- Leasing Records Set: In Q4, the company signed 47 new leases totaling over 200,000 square feet, bringing the annual total to 58 new leases for over 360,000 square feet, with an average rent growth of 32%, showcasing sustained demand for premium leasing spaces.
- Attractive Project Returns: The company completed 14 projects in Q4 with a total investment of $55 million, expected to yield a 19% unlevered return, while ongoing redevelopment projects of $166 million are projected to achieve a 14% return, enhancing the company's financial flexibility.
- Optimistic Future Outlook: Management anticipates adjusted FFO per share to grow to between $1.47 and $1.52 in 2026, reflecting a midpoint growth target of 4.5%, with same-property NOI growth expected between 2.75% and 3.75%, demonstrating confidence in future market conditions.
See More
Urban Edge UE Q4 2025 Earnings Call Transcript
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Urban Edge Declares 10.5% Increase in Quarterly Dividend to $0.21
- Dividend Increase: Urban Edge declares a quarterly dividend of $0.21 per share, reflecting a 10.5% increase from the previous $0.19, indicating the company's commitment to enhancing shareholder returns amidst stable cash flows.
- Earnings Performance: The company's FFO stands at $0.36, aligning with expectations, while revenue of $119.56 million exceeds forecasts by $15.92 million, showcasing Urban Edge's robust performance in the real estate sector.
- Dividend Payment Schedule: The dividend is payable on March 31, with a record date of March 13 and an ex-dividend date also set for March 13, ensuring timely returns for shareholders and bolstering investor confidence.
- Investment Appeal: With a current yield of 3.99%, Urban Edge presents an attractive option for income-seeking investors in the current market landscape, potentially enhancing its competitive position in the real estate market.
See More
Urban Edge Q4 Earnings Beat Expectations with Strong 2026 Outlook
- Earnings Performance: Urban Edge reported a Q4 FFO of $0.36, aligning with expectations, demonstrating the company's ability to maintain stable earnings amidst market fluctuations.
- Revenue Growth: The company achieved Q4 revenue of $119.56 million, reflecting a 2.5% year-over-year increase, beating market expectations by $15.92 million, indicating strong competitive positioning and sustained customer demand.
- 2026 Outlook: Urban Edge anticipates net income per diluted share between $0.49 and $0.54 for 2026, with FFO projected at $1.47 to $1.52, reflecting a midpoint growth of 4.5% compared to 2025, showcasing confidence in future growth.
- Investment Appeal: Urban Edge is highlighted as a bargain investment in high-quality real estate, attracting investor interest and further solidifying its market position and investment attractiveness.
See More
Urban Edge Properties Raises Dividend and Provides 2026 Earnings Outlook
- Significant Performance Growth: Urban Edge signed over 360,000 square feet of new leases in 2025, achieving a cash spread of 32% and a shop occupancy rate of 92.6%, driving a 6% year-over-year increase in FFO as Adjusted per share, exceeding expectations and showcasing the company's robust operational capabilities.
- Dividend Increase: The Board announced an 11% increase in the quarterly cash dividend to $0.21 per share, resulting in an annualized rate of $0.84, reflecting enhanced profitability and a commitment to shareholder returns.
- Optimistic 2026 Outlook: The company anticipates net income per share between $0.49 and $0.54 for 2026, with FFO and FFO as Adjusted projected between $1.47 and $1.52, indicating a 4.5% growth at the midpoint, highlighting the company's ongoing growth potential in the retail market.
- Acquisition and Financing Activities: In 2025, the company acquired Brighton Mills for $39 million at a 5.4% capitalization rate and is planning to acquire a shopping center in New Jersey, demonstrating a proactive strategy in expanding its asset portfolio and optimizing capital allocation.
See More
Urban Edge Properties Reveals Tax Implications for 2025 Dividend Distributions
Announcement of Dividend Distribution: Urban Edge Properties has announced its dividend distribution plan for 2025.
Details of the Dividend: The specifics regarding the amount and timing of the dividend distributions have been outlined in the announcement.
See More
Urban Edge Properties Q4 2025 Earnings Call Highlights
- Strong Financial Performance: Urban Edge Properties reported an adjusted FFO of $1.43 per share for 2025, reflecting a 6% growth driven by the execution of signed-but-not-open projects and a 5% increase in same-property NOI, indicating robust demand in the high-quality retail space market.
- Leasing Records Set: In Q4, the company signed 47 new leases totaling over 200,000 square feet, bringing the annual total to 58 new leases for over 360,000 square feet, with an average rent growth of 32%, showcasing sustained demand for premium leasing spaces.
- Attractive Project Returns: The company completed 14 projects in Q4 with a total investment of $55 million, expected to yield a 19% unlevered return, while ongoing redevelopment projects of $166 million are projected to achieve a 14% return, enhancing the company's financial flexibility.
- Optimistic Future Outlook: Management anticipates adjusted FFO per share to grow to between $1.47 and $1.52 in 2026, reflecting a midpoint growth target of 4.5%, with same-property NOI growth expected between 2.75% and 3.75%, demonstrating confidence in future market conditions.
See More
Urban Edge UE Q4 2025 Earnings Call Transcript
See More
Urban Edge Declares 10.5% Increase in Quarterly Dividend to $0.21
- Dividend Increase: Urban Edge declares a quarterly dividend of $0.21 per share, reflecting a 10.5% increase from the previous $0.19, indicating the company's commitment to enhancing shareholder returns amidst stable cash flows.
- Earnings Performance: The company's FFO stands at $0.36, aligning with expectations, while revenue of $119.56 million exceeds forecasts by $15.92 million, showcasing Urban Edge's robust performance in the real estate sector.
- Dividend Payment Schedule: The dividend is payable on March 31, with a record date of March 13 and an ex-dividend date also set for March 13, ensuring timely returns for shareholders and bolstering investor confidence.
- Investment Appeal: With a current yield of 3.99%, Urban Edge presents an attractive option for income-seeking investors in the current market landscape, potentially enhancing its competitive position in the real estate market.
See More
Urban Edge Q4 Earnings Beat Expectations with Strong 2026 Outlook
- Earnings Performance: Urban Edge reported a Q4 FFO of $0.36, aligning with expectations, demonstrating the company's ability to maintain stable earnings amidst market fluctuations.
- Revenue Growth: The company achieved Q4 revenue of $119.56 million, reflecting a 2.5% year-over-year increase, beating market expectations by $15.92 million, indicating strong competitive positioning and sustained customer demand.
- 2026 Outlook: Urban Edge anticipates net income per diluted share between $0.49 and $0.54 for 2026, with FFO projected at $1.47 to $1.52, reflecting a midpoint growth of 4.5% compared to 2025, showcasing confidence in future growth.
- Investment Appeal: Urban Edge is highlighted as a bargain investment in high-quality real estate, attracting investor interest and further solidifying its market position and investment attractiveness.
See More
Urban Edge Properties Raises Dividend and Provides 2026 Earnings Outlook
- Significant Performance Growth: Urban Edge signed over 360,000 square feet of new leases in 2025, achieving a cash spread of 32% and a shop occupancy rate of 92.6%, driving a 6% year-over-year increase in FFO as Adjusted per share, exceeding expectations and showcasing the company's robust operational capabilities.
- Dividend Increase: The Board announced an 11% increase in the quarterly cash dividend to $0.21 per share, resulting in an annualized rate of $0.84, reflecting enhanced profitability and a commitment to shareholder returns.
- Optimistic 2026 Outlook: The company anticipates net income per share between $0.49 and $0.54 for 2026, with FFO and FFO as Adjusted projected between $1.47 and $1.52, indicating a 4.5% growth at the midpoint, highlighting the company's ongoing growth potential in the retail market.
- Acquisition and Financing Activities: In 2025, the company acquired Brighton Mills for $39 million at a 5.4% capitalization rate and is planning to acquire a shopping center in New Jersey, demonstrating a proactive strategy in expanding its asset portfolio and optimizing capital allocation.
See More
Urban Edge Properties Reveals Tax Implications for 2025 Dividend Distributions
Announcement of Dividend Distribution: Urban Edge Properties has announced its dividend distribution plan for 2025.
Details of the Dividend: The specifics regarding the amount and timing of the dividend distributions have been outlined in the announcement.
See More
