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
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 | 3.7% |
| Our one-year growth estimate | diamond | -0.5% |
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 4.1 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 21 industry peers · Company calendar date is not available
UE — earnings in line
Dated 2026-04-29
Results of Operations and Financial Condition. On April 29, 2026, the Company announced its financial results for the three months ended March 31, 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 deemed "filed" for p…
Why it matters: Reaching this goal would show that management's work to increase income is effective.
Supportive ifOperating income hits or goes above $30M in Q2. This shows good cost management.
Worry ifOperating income drops below $20M in Q2. This shows problems with cost control.
Why it matters: Strong leasing activity helps revenue growth. It shows demand for retail space.
Supportive ifLeasing transactions exceed 500,000 sf in Q2 2026.
Worry ifLeasing transactions fall below 400,000 sf in Q2 2026.
Why it matters: New acquisitions can drive growth. A significant deal shows confidence in the market and growth strategy.
Supportive ifA press release says an acquisition is over $54 million.
Worry ifNo new acquisitions announced in the next quarter.
Why it matters: Net income growth shows Urban Edge is making more money.
Supportive ifNet income reported higher than Q1 results.
Worry ifNet income reported lower than Q1 results.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$75 on $10,000 · ±0.7% | How much price usually moves either way. |
| Bad day | $193 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 | $1,197 loss on $10,000 · 12.0% | 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: If revenue growth speeds up, it shows Urban Edge's business is getting better.
Supportive ifQ2 revenue growth reported at or above 7% year over year.
Worry ifQ2 revenue growth reported below 5% year over year.
Why it matters: This amount shows strong leasing momentum, which supports revenue growth. It indicates demand for Urban Edge's properties.
Supportive ifThe company says signed leases will bring in $22 million in future annual rent.
Worry ifFuture gross rent from signed leases falls below $20 million.
Why it matters: Higher guidance shows better performance and growth. It shows management's confidence.
Supportive ifManagement raises FFO as Adjusted guidance to over $1.52 per share.
Worry ifGuidance for FFO as Adjusted remains at or below $1.52 per diluted share.
Why it matters: Same-property NOI growth shows how well the company is doing. A drop may mean problems.
Worry ifSame-property NOI growth is at 3.25% or higher.
Less concerning ifSame-property NOI growth falls below 3.25%.
Why it matters: Reaching this net income level shows good revenue growth and cost management.
Supportive ifNet income exceeds $25M in Q2, confirming progress in growth and cost strategies.
Worry ifNet income is below $15M in Q2, suggesting ongoing issues with revenue and costs.
Why it matters: FFO is key for REITs. A drop below this level indicates weaker earnings and could impact dividends.
Worry ifFFO per diluted share reported below $1.54.
Less concerning ifFFO per diluted share exceeds $1.58.
Why it matters: A drop in occupancy could signal weakening demand for retail space. It may impact revenue and FFO.
Worry ifLeased occupancy in the portfolio falls below 96% in Q3.
Less concerning ifOccupancy remains at or above 96% in Q3.
Why it matters: Better operating income shows Urban Edge is controlling costs well.
Supportive ifOperating income is better than Q1 results.
Worry ifOperating income goes down or stays the same compared to Q1 results.