Urban Edge Properties (UE)
NYSEReal EstateReit - RetailSnapshot 2026-09-04
$20.98-0.85%
Close 2026-09-04 · 1-day change
NYSEReal EstateReit - RetailSnapshot 2026-09-04
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 2026-09-04.
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=3706).
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.
Focus on increasing revenue by executing new leases with strong cash spreads and acquiring high-quality retail properties.
Stated as a priority in 3 of last 3 quarters. Signed leases expected to generate $22 million of future annual gross rent as of 2026-Q2. Leasing transactions totaled 419,000 sf in 2026-Q1 and over 360,000 sf in 2025-Q4. Management is delivering on revenue growth through leasing and acquisitions.
“Capital recycling remains a top priority... acquired The Shops at West Falls Church and a leasehold interest at Shoppers World... executed 26 new leases totaling 199,000 sf.”
“We executed 419,000 sf of leasing transactions... acquired The Village at Bridgewater Commons for $54 million, advancing our external growth plans.”
“We signed over 360,000 sf of new leases... seeking additional acquisition opportunities to continue to provide strong earnings growth.”
Raise full-year guidance and drive growth in FFO and FFO as Adjusted through operational improvements and capital recycling.
Stated as a priority in 3 of last 3 quarters. FFO as Adjusted per diluted share increased from $0.36 in 2026-Q1 to $0.40 in 2026-Q2. Full-year 2026 FFO as Adjusted guidance midpoint was raised from $1.50 to $1.52 per share. Management is delivering growth in FFO and raising guidance accordingly.
“Delivered record FFO as Adjusted of $0.40 per share and raised full-year guidance by $0.02 per share.”
Ensure ample liquidity and manage debt maturities with fixed or hedged rates to support growth and capital projects.
Stated as a priority in 3 of last 3 quarters. Total liquidity increased from $849 million in 2025-Q4 to $957 million in 2026-Q2, with mortgages payable rising slightly from $1.62 billion to $1.64 billion, all fixed or hedged. Management is maintaining strong liquidity and managing debt maturities effectively.
“Total liquidity of approximately $957 million, mortgages payable of $1.64 billion, all fixed rate or hedged.”
Advance redevelopment and development projects to stabilize assets and generate attractive yields on invested capital.
Stated as a priority in 3 of last 3 quarters. Active development and redevelopment projects decreased from $165.5 million in 2025-Q4 to $155 million in 2026-Q2, with expected yields declining from approximately 14% to 12%. Management continues to execute projects but yield expectations show slight moderation.
“Active development and redevelopment projects underway totaling $155 million with estimated remaining costs of $66.7 million, expected to generate approximately 12% yield.”
Maintain regular quarterly dividends and increase payout to reflect earnings growth and shareholder returns.
Stated as a priority in 3 of last 3 quarters. Dividend per share increased from $0.19 in 2025-Q3 to $0.21 in 2026-Q2, reflecting an 11% annual increase. Management is sustaining and growing dividends consistent with earnings growth.
“Declared quarterly common dividend of $0.21 per share.”
Over the trailing year it converted 0.61x of net income into operating cash flow. Historically, Real Estate names rated fragile grew net income 30% of the time over the next year (vs 59% for the rest of the cohort, n=2211).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, 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 43% of the time over the next year (vs 55% for the rest of the cohort, n=685).
Not investment advice. As of 2026-09-04.
“Raised the low end of our FFO as Adjusted guidance from $1.47-$1.52 to $1.48-$1.52 per diluted share.”
“Strong operating results drove a 6% increase in FFO as Adjusted per share over the prior year, ahead of our target.”
“Total liquidity of approximately $968 million, mortgages payable of $1.68 billion, all fixed rate or hedged.”
“Total liquidity of approximately $849 million, mortgages payable of $1.62 billion, all fixed rate or hedged.”
“Active development and redevelopment projects underway totaling $157.3 million with estimated remaining costs of $66.8 million, expected to generate approximately 13% yield.”
“Active development and redevelopment projects underway totaling $165.5 million with estimated remaining costs of $85.6 million, expected to generate approximately 14% yield.”
“Dividend per share was $0.21 declared for the quarter.”
“Board raised quarterly cash dividend by 11% to $0.21 per share.”