Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
UMH Properties, Inc. (UMH)
NYSEReal EstateReit - ResidentialSnapshot 2026-11-04
$15.13-2.13%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - ResidentialSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.17 → 0.17 EPS · FY ending Dec 31, 2027 · 3 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 3 to 3; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for UMH yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Complete acquisitions to expand portfolio | A primary condition in UMH Properties, Inc.'s published investment case. The stated target is Sustain acquisition activity supporting revenue near $66 million. | Intact | No acquisitions completed for more than 4 quarters | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
UMH is a real estate growth and income business with robust earnings quality and moderate risk. Its multi-year view is supported by recent operating growth, but management is rated volatile and the overall thesis state is still insufficient to judge.
UMH is valued at a premium to peers, and the evidence describes its valuation as expensive. The expectations gap is elevated, though the priced-in fragility tier is low because expensive valuation is not paired with weak fundamentals or turbulence.
Near-term operating results show growth: second-quarter 2026 revenue rose 7% year over year, same-property net operating income rose 8%, and normalized funds from operations per share increased. Management reiterated its 2026 guidance and improved credit flexibility, but confidence has fallen to medium and guidance changes remain a key risk.
Over the next few quarters, the thesis depends on continued growth in rental income, occupancy, and home sales, alongside maintaining guidance. Fed rate cuts could support the sector, while a guidance reduction or signs of weakness among real estate peers could remove support.
Over the next 1 to 3 years, UMH has evidence of operating progress, but its expensive valuation and management uncertainty leave the long-term thesis dependent on continued execution. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| Management aims to tighten FFO guidance to about $1.01 per share in 2026. |
| Broken |
| FFO guidance range widens beyond $0.97-$1.05 or misses midpoint |
Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 3 of 3 supplied quarters. Management reported: “As a result of our strong financial and operating performance we are tightening our 2026 guidance range to $0.99 - $1.03 (3) per share, leaving our midpoint at $1.01 per share.” “Normalized Funds from Operations Attributable to Common Shareholders (“Normalized FFO”), was $22.1 million or $0.26 per diluted share for the quarter ended September 30, 2026, as compared to $21.3 million or $0.25 per diluted share for the quarter ended September 30, 2025, representing an increase of 4% on both a dollar basis and on a per diluted share basis.” Delivery assessment Nov 4, 2026 |
Amend and extend unsecured revolving credit facility | A supporting condition in UMH Properties, Inc.'s published investment case. The stated target is Maintain amended and extended credit facility terms. | Intact | Credit facility not extended or materially worsened terms | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in a supplied disclosure. Management reported: “|| 6. | We amended and extended our unsecured revolving line of credit which now provides for $260 million in available borrowings, with a $340 million accordion feature, bringing the total potential availability up to $600 million.” “The interest charged on our line has also been reduced by approximately 35 to 40 basis points, depending on our leverage ratio.” Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.17 → $0.17 · observed estimates
$0.30B → $0.27B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.17 | $303,227,670 | 4 / 3 |
| 2026-07-25 | $0.17 | $303,227,670 | 4 / 3 |
| 2026-07-26 | $0.17 | $263,419,200 | 3 / 2 |
| 2026-07-27 | $0.17 | $263,419,200 | 3 / 2 |
| 2026-07-28 | $0.17 | $303,227,670 | 4 / 3 |
| 2026-07-29 | $0.17 | $303,227,670 | 4 / 3 |
| 2026-07-30 | $0.17 | $263,419,200 | 3 / 2 |
| 2026-07-31 | $0.17 | $303,227,670 | 4 / 3 |
| 2026-08-01 | $0.17 | $263,419,200 | 3 / 2 |
| 2026-08-02 | $0.17 | $303,227,670 | 4 / 3 |
| 2026-08-03 | $0.17 | $263,419,200 | 3 / 2 |
| 2026-08-04 | $0.17 | $263,419,200 | 3 / 2 |
| 2026-08-05 | $0.17 | $303,227,670 | 4 / 3 |
| 2026-08-06 | $0.17 | $263,419,200 | 3 / 2 |
| 2026-08-08 | $0.17 | $263,506,199 | 3 / 2 |
| 2026-08-09 | $0.17 | $263,506,199 | 3 / 2 |
| 2026-08-10 | $0.17 | $304,075,000 | 4 / 3 |
| 2026-08-12 | $0.21 | $304,632,670 | 3 / 3 |
| 2026-08-13 | $0.17 | $263,506,199 | 3 / 2 |
| 2026-08-14 | $0.17 | $263,506,199 | 3 / 2 |
| 2026-08-15 | $0.17 | $263,506,199 | 3 / 2 |
| 2026-08-16 | $0.17 | $263,506,199 | 2 / 2 |
| 2026-08-17 | $0.17 | $263,506,199 | 2 / 2 |
| 2026-08-18 | $0.17 | $263,506,199 | 3 / 2 |
| 2026-08-19 | $0.17 | $263,506,199 | 3 / 2 |
| 2026-08-20 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-08-21 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-08-22 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-08-23 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-08-24 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-08-25 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-08-26 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-08-27 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-08-28 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-08-29 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-08-30 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-08-31 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-09-01 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-09-02 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-09-03 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-09-04 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-09-05 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-09-06 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-09-07 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-09-08 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-09-09 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-09-10 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-09-11 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-09-12 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-09-13 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-09-14 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-09-15 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-09-16 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-09-17 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-09-18 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-09-19 | $0.15 | $264,561,832 | 3 / 3 |
| 2026-09-20 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-09-21 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-09-22 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-09-23 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-09-24 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-09-25 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-09-26 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-09-27 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-09-28 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-09-29 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-09-30 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-01 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-02 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-03 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-04 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-05 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-06 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-07 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-08 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-09 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-10 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-11 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-12 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-13 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-14 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-15 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-16 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-17 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-18 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-19 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-20 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-21 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-22 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-23 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-24 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-25 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-26 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-27 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-28 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-29 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-30 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-10-31 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-11-01 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-11-02 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-11-03 | $0.17 | $265,241,600 | 3 / 3 |
| 2026-11-04 | $0.17 | $265,401,200 | 3 / 3 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 7 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.