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
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 sits below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -0.8% |
| Our one-year growth estimate | diamond | 0.4% |
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 opposite direction.
Price observations: 365 days
Usually moved in the opposite direction.
Price observations: 365 days
Most sensitive to real (inflation-adjusted) rates and long-term interest rates.
Based on historical daily prices through 2026-11-04.
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 1.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 16 industry peers · Company calendar date is not available
UE — earnings miss
Dated 2026-10-28
Results of Operations and Financial Condition. On October 28, 2026, the Company announced its financial results for the three and nine months ended September 30, 2026. Copies of the Company's Earnings Press Release and Supplemental Disclosure Package are furnished as Exhibits 99.1 and 99.2, respectively, to this Current Report on Form 8-K. The information contained in this Current Report on Form 8-K, including Exhibits 99.1 and 99.2 attached hereto, is being "furnished" and shall not be deeme…
Why it matters: UE paid $90.3 million for a Florida center with anchor rents below market. Higher rents would show the deal is adding value; delayed gains would weaken that case.
Supportive ifA company report shows Publix or Walgreens rents at Regency Court rising above their prior lease rates.
Worry ifA company report shows no rent increase for either anchor, or reports an anchor vacancy.
Why it matters: UE raised its 2026 FFO as Adjusted range to $1.52–$1.54 per share. The year-end result tests whether rent growth and new deals support that outlook.
Watch forFinal 2026 FFO as Adjusted is at least $1.52 per diluted share.
Also watch forFinal 2026 FFO as Adjusted is below $1.52 per diluted share.
Why it matters: Signed leases not yet open can add rent without new deals. Q3 reported $21.0 million of future annual gross rent, but only $0.7 million was set to start in Q4.
Supportive ifA later report shows at least $0.7 million of the Q3 signed-lease pipeline starting rent in Q4 2026.
Worry ifA later report shows less than $0.7 million of that pipeline starting rent in Q4 2026.
Why it matters: Same-property NOI rose to 4.5% in Q3, from 2.4% in Q1. More growth would support the leasing and rent-growth story.
Supportive ifA later 2026 report shows same-property NOI growth above 3.75% for the full year.
Worry ifA later 2026 report shows same-property NOI growth below 3.25% for the full year.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$74 on $10,000 · ±0.7% | How much price usually moves either way. |
| Bad day | $168 loss on $10,000 · 1.7% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,971 loss on $10,000 · 19.7% | 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: UE had $151.6 million of active projects and $56.6 million left to spend. Rent from completed work can test the stated yield.
Supportive ifA later report shows completed active projects earning a yield of at least 12%.
Worry ifA later report shows completed active projects earning a yield below 12%.
Why it matters: UE drew more on its credit line to fund Regency Court. A lower balance would show debt is being paid down; a higher one would show more borrowing.
Watch forA later balance sheet reports less than $138 million outstanding on the unsecured line of credit.
Also watch forA later balance sheet reports more than $138 million outstanding on the unsecured line of credit.