UMH Properties, Inc. (UMH)
NYSEReal EstateReit - ResidentialSnapshot 2026-11-04
$15.46+4.81%
Close 2026-11-04 · 1-day change
NYSEReal EstateReit - ResidentialSnapshot 2026-11-04
QuarterlyIQ Insights · UMH
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
No current thesis-health read is available for this company.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | 33.8% |
| Our one-year growth estimate | diamond | -4.1% |
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 37.9 percentage points more one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-04 · Compared with 10 industry peers · Company calendar date is not available
UMH — earnings in line
Dated 2026-11-02
Results of Operations and Financial Condition.
Why it matters: UMH kept its 2026 range at $0.98 to $1.04 per share. Results within that range would support its earnings growth plan.
Supportive ifFull-year 2026 normalized FFO per diluted share is $0.98 or higher. Management still cites a $1.01 midpoint.
Worry ifFull-year normalized FFO per diluted share falls below $0.98. Or management lowers the range below $0.98.
Why it matters: Management said its sales pipeline was solid and cited continued sales growth for the rest of 2026. Later sales results test that claim.
Supportive ifA later quarter reports manufactured home sales above $11.5 million. Sales growth is above 10% year over year.
Worry ifA later quarter reports manufactured home sales below $11.5 million. Sales are lower than in the same quarter last year.
Why it matters: Q1 normalized FFO per share was flat year over year; Q2 rose 9%. Q3 results can show whether that gain continues.
Supportive ifThe Nov. 2 Q3 report shows normalized FFO per diluted share above $0.23, the Q1 2026 level, and above the year-ago quarter.
Worry ifThe Nov. 2 Q3 report shows normalized FFO per diluted share at or below the year-ago level, with no year-over-year growth.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$77 on $10,000 · ±0.8% | How much price usually moves either way. |
| Bad day | $216 loss on $10,000 · 2.2% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,363 loss on $10,000 · 13.6% | 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.