Urban Edge Properties (UE)
NYSEReal EstateReit - RetailSnapshot 2026-11-04
$21.11+2.33%
Close 2026-11-04 · 1-day change
NYSEReal EstateReit - RetailSnapshot 2026-11-04
QuarterlyIQ Insights · UE
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within real estate on a research-validated quality screen. As of 2026-11-04.
The screen ranks UE against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 2 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Real Estate names rated neutral grew net income 51% of the time over the next year (vs 56% for the rest of the cohort, n=3680).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
"We also continued to upgrade the portfolio, selling Briarcliff Commons for $60.5 million, acquiring The Shops at West Falls Church for $40.4 million, and, earlier this month, entering Florida with t…
Stated in 3 of 4 supplied quarters. Management reported: “"We also continued to upgrade the portfolio, selling Briarcliff Commons for $60.5 million, acquiring The Shops at West Falls Church for $40.4 million, and, earlier this month, entering Florida with the $90.3 million acquisition of Regency Court in Boca Raton, a market that shares the dense, affluent demographics, high barriers to entry and limited new supply that exists in our D.C.” ““Capital recycling remains a top priority.”
“"We also continued to upgrade the portfolio, selling Briarcliff Commons for $60.5 million, acquiring The Shops at West Falls Church for $40.4 million, and, earlier this month, entering Florida with t…”
““Capital recycling remains a top priority.”
“We acquired The Village at Bridgewater Commons in Bridgewater, New Jersey for $54 million, advancing our external growth plans.”
[TABLE] Previous Guidance | Revised Guidance || Net income per diluted share | $0.57 - $0.61 | $0.86 - $0.88 || Net income attributable to common shareholders per diluted share | $0.55 - $0.58 | $0.8…
Stated in 3 of 4 supplied quarters. Management reported: “• Acquisitions of $185 million and dispositions of $60.5 million, reflecting activity completed year-to-date.” “• Acquisitions of $95 million, reflecting activity completed year-to-date, and dispositions of $60.5 million reflecting properties currently under contract.”
3 2026 Earnings Guidance The Company has raised its 2026 full-year guidance ranges for net income, FFO and FFO as Adjusted, estimating net income of $0.86 to $0.88 per diluted share, net income attri…
Stated in 3 of 4 supplied quarters. Management reported: “3 2026 Earnings Guidance The Company has raised its 2026 full-year guidance ranges for net income, FFO and FFO as Adjusted, estimating net income of $0.86 to $0.88 per diluted share, net income attributable to common shareholders of $0.82 to $0.84 per diluted share, FFO of $1.59 to $1.61 per diluted share, and FFO as Adjusted of $1.52 to $1.54 per diluted share.”
Complete active redevelopment and development work to stabilize projects and achieve the yields management has disclosed.
Manage operating expenses, liquidity and debt while funding portfolio investment and growth plans.
Over the trailing year it converted 0.61x of net income into operating cash flow. Historically, Real Estate names rated fragile grew net income 31% of the time over the next year (vs 60% for the rest of the cohort, n=2193).
Most sensitive to real (inflation-adjusted) rates and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, the broad stock market, Fed net liquidity (low R² over the window).
4 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Real Estate names rated stable grew net income 54% of the time over the next year (vs 56% for the rest of the cohort, n=2933).
Not investment advice. As of 2026-11-04.
“[TABLE] Previous Guidance | Revised Guidance || Net income per diluted share | $0.57 - $0.61 | $0.86 - $0.88 || Net income attributable to common shareholders per diluted share | $0.55 - $0.58 | $0.8…”
“With $22 million of signed leases that have not yet rent commenced, double-digit redevelopment yields, and sustained tenant demand across our centers, we're well positioned to continue delivering dur…”
“"As we look ahead, our leasing pipeline remains robust, our balance sheet is well-positioned, and we believe the fundamentals driving our business - including the ongoing demand for high-quality reta…”
“3 2026 Earnings Guidance The Company has raised its 2026 full-year guidance ranges for net income, FFO and FFO as Adjusted, estimating net income of $0.86 to $0.88 per diluted share, net income attri…”
“2026 Outlook Based on results for the first half of the year, the Company has raised its 2026 full-year guidance ranges for net income, FFO, and FFO as Adjusted, estimating net income of $0.57 to $0.…”
“2 2026 Outlook The Company has updated its 2026 full-year guidance ranges for net income and FFO and raised the low end of its guidance range by $0.01 per diluted share for FFO as Adjusted, estimatin…”