UDR, Inc. (UDR)
NYSEReal EstateReit - ResidentialSnapshot 2026-09-04
$36.38+0.03%
Close 2026-09-04 · 1-day change
NYSEReal EstateReit - ResidentialSnapshot 2026-09-04
QuarterlyIQ Insights · UDR
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance is still in the top half of its industry but slipped notably this past month — worth watching.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 41.3% |
| Our one-year growth estimate | diamond | 1.6% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 39.6 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 16 industry peers · Company calendar date is not available
UDR — director transition
Dated 2026-01-05
Director — Ellen M. Goitia: The filing discloses the appointment of a new independent director to the board, which is a routine governance event and not a departure of a senior executive.
Why it matters: More buybacks could show that management trusts UDR's value.
Supportive ifThey announced more share buybacks beyond the current 25.5 million shares.
Worry ifThere are no new updates on share buybacks.
Why it matters: This growth rate is a key indicator of UDR's ability to drive revenue. A decline signals potential issues in occupancy or pricing.
Worry ifSame-Store revenue growth is reported below 0.25% for Q3 2026.
Less concerning ifSame-Store revenue growth exceeds 2.25% for Q3 2026.
Why it matters: Keeping the dividend is important. It helps build trust with investors and keeps income steady.
Worry ifManagement says the dividend per share will stay the same or go up.
Less concerning ifManagement announces a cut to the dividend per share.
Why it matters: Occupancy rates are crucial for revenue. A drop below this level may indicate demand issues.
Worry ifOccupancy rates were below 96% in Q3.
Less concerning ifOccupancy rates are at or above 96%.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$65 on $10,000 · ±0.6% | How much price usually moves either way. |
| Bad day | $195 loss on $10,000 · 1.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,556 loss on $10,000 · 15.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.
Why it matters: Starting monthly dividends shows UDR's promise to give value back to shareholders.
Supportive ifMonthly dividends are paid as scheduled starting in July 2026.
Worry ifMonthly dividends are not paid as scheduled in July 2026.
Why it matters: A higher estimate means more money is expected. It also shows stronger operations.
Supportive ifThe company raises its EPS guidance for 2026 above $0.96.
Worry ifEPS guidance for 2026 remains at or below $0.91.
Why it matters: Earnings results will show if the company is meeting its EPS guidance. This is key for investor confidence.
Watch forQ2 earnings per share beats analyst expectations by more than 5%.
Also watch forQ2 earnings per share misses analyst expectations by more than 5%.
Why it matters: Updates on the dividend policy will show if the company can maintain its dividend. This affects investor trust.
Worry ifThey may announce a dividend increase or confirm the current dividend per share.
Less concerning ifThey may announce a dividend cut or stop the dividend.
Why it matters: Stable monthly dividends show financial strength. They also show a commitment to giving value to shareholders.
Supportive ifMonthly dividends remain at $0.145 per share for all payment dates in Q3.
Worry ifNews of a cut in the monthly dividend amount.
Why it matters: Same-Store revenue growth is key to UDR's financial health. A strong result supports ongoing growth.
Supportive ifSame-Store revenue growth exceeds 2.25% year over year in Q3 2026.
Worry ifSame-Store revenue growth falls below 0.25% year over year in Q3 2026.
Why it matters: FFOA per diluted share shows how much money UDR makes. A strong result means good management.
Supportive ifFFOA per diluted share exceeds $0.65 in Q3 2026.
Worry ifFFOA per diluted share falls below $0.63 in Q3 2026.
Why it matters: Closing these sales could strengthen UDR's balance sheet and capital position.
Supportive ifThe three apartment communities have 808 homes. They are selling for about $252.5 million.
Worry ifThe sales do not close as anticipated in Q3 or Q4 2026.
Why it matters: More share buybacks can show that management believes UDR is valuable.
Supportive ifUDR repurchases over 5 million shares in Q3 2026.
Worry ifNo share repurchases occur in Q3 2026.