Urban Edge Properties (NYSE:UE) Issues FY 2026 Earnings Guidance

Urban Edge Properties (NYSE:UE) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided EPS guidance of 1.470-1.520 for the period, compared to the consensus EPS estimate of 0.830. The company issued revenue guidance of -.

Analyst Ratings Changes

UE has been the subject of a number of research reports. Morgan Stanley lifted their price objective on Urban Edge Properties from $21.00 to $22.00 and gave the stock an “equal weight” rating in a research report on Monday, January 5th. Weiss Ratings raised shares of Urban Edge Properties from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, December 29th. Finally, UBS Group lowered their price objective on shares of Urban Edge Properties from $21.00 to $20.00 and set a “neutral” rating for the company in a research report on Thursday, January 8th. Two equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, Urban Edge Properties presently has an average rating of “Hold” and a consensus price target of $22.00.

Urban Edge Properties Stock Performance

Shares of NYSE UE traded up $0.13 during mid-day trading on Thursday, reaching $20.82. 352,175 shares of the company were exchanged, compared to its average volume of 942,552. The stock has a market capitalization of $2.62 billion, a P/E ratio of 23.42 and a beta of 1.06. The company has a quick ratio of 2.61, a current ratio of 2.61 and a debt-to-equity ratio of 1.18. Urban Edge Properties has a twelve month low of $15.66 and a twelve month high of $21.87. The company’s 50-day simple moving average is $19.41 and its 200-day simple moving average is $19.70.

Urban Edge Properties (NYSE:UE) last issued its quarterly earnings data on Wednesday, February 11th. The real estate investment trust reported $0.10 EPS for the quarter, missing analysts’ consensus estimates of $0.36 by ($0.26). The firm had revenue of $119.56 million during the quarter, compared to analyst estimates of $103.64 million. Urban Edge Properties had a net margin of 23.73% and a return on equity of 8.10%. Urban Edge Properties has set its FY 2026 guidance at 1.470-1.520 EPS. As a group, research analysts predict that Urban Edge Properties will post 1.4 earnings per share for the current year.

Urban Edge Properties Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, March 13th will be given a dividend of $0.21 per share. This is a positive change from Urban Edge Properties’s previous quarterly dividend of $0.19. This represents a $0.84 annualized dividend and a yield of 4.0%. The ex-dividend date of this dividend is Friday, March 13th. Urban Edge Properties’s dividend payout ratio (DPR) is currently 85.39%.

Key Urban Edge Properties News

Here are the key news stories impacting Urban Edge Properties this week:

• Positive Sentiment: Company raised FY‑2026 guidance sharply — management set EPS guidance of $1.470–1.520 for FY‑26 (well above prior consensus of ~$0.83), signaling confidence in cash flow and earnings power; this is the primary bullish catalyst. Urban Edge outlines 2026 FFO growth target
• Positive Sentiment: Dividend hike: the REIT declared a quarterly dividend of $0.21 (10.5% increase from $0.19), implying a ~4.1% yield — supportive for income investors and a signal of management’s comfort with the cash flow outlook.
• Positive Sentiment: Operational outlook: management outlined at least 4.5% FFO growth for 2026 and highlighted robust leasing activity and a redevelopment pipeline, which supports the raised guidance and medium‑term growth expectations. Urban Edge Trumpets Quarterly Results
• Neutral Sentiment: Earnings call / transcript available — management commentary and Q&A provide more detail on leasing, capex and disposition plans; investors should review the call for execution risks and timing. Q4 2025 earnings call transcript
• Negative Sentiment: Q4 EPS miss: reported EPS of $0.10 versus analyst consensus ~$0.36 (a $0.26 miss), which pressured near‑term sentiment; however, revenue ($119.6M) beat estimates, suggesting the miss was driven by non‑cash items or timing differences. Company press release / earnings report

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the company. Wellington Management Group LLP acquired a new stake in Urban Edge Properties in the third quarter valued at about $92,600,000. Goldman Sachs Group Inc. boosted its stake in shares of Urban Edge Properties by 28.4% in the 4th quarter. Goldman Sachs Group Inc. now owns 2,220,870 shares of the real estate investment trust’s stock valued at $42,618,000 after purchasing an additional 490,910 shares in the last quarter. Alyeska Investment Group L.P. grew its holdings in shares of Urban Edge Properties by 30.1% during the 3rd quarter. Alyeska Investment Group L.P. now owns 1,746,238 shares of the real estate investment trust’s stock valued at $35,745,000 after purchasing an additional 403,813 shares during the last quarter. Jane Street Group LLC acquired a new position in Urban Edge Properties during the 1st quarter worth approximately $5,076,000. Finally, Resolution Capital Ltd increased its position in Urban Edge Properties by 11.8% during the 2nd quarter. Resolution Capital Ltd now owns 2,475,155 shares of the real estate investment trust’s stock worth $46,186,000 after purchasing an additional 262,167 shares in the last quarter. 94.94% of the stock is currently owned by institutional investors and hedge funds.

Urban Edge Properties Company Profile

Urban Edge Properties is a publicly traded real estate investment trust (REIT) that specializes in owning, operating and developing grocery-anchored shopping centers. The company was formed in January 2017 as a spin-off from Regency Centers Corporation, establishing an independent platform focused on urban and densely populated markets. As a fully integrated REIT, Urban Edge oversees the acquisition, financing, leasing, redevelopment and management of its retail properties.

The company’s portfolio comprises predominantly open-air shopping centers anchored by national and regional supermarket operators.