Urban Edge Properties (UE) AI Stock Analysis

• Market Cap: $2.64B
• Dividend Yield: 3.46%
• Average Volume (3M): 1.23M
• Price to Earnings (P/E): 23.9
• Beta (1Y): 0.88
• Revenue Growth: 6.09%
• EPS Growth: -65.94%
• Country: US
• Employees: 109
• Sector: Real Estate
• Sector Strength: 49
• Industry: REIT - Diversified
• EPS (TTM): 0.46
• Shares Outstanding: 125,791,100
• 10 Day Avg. Volume: 1,191,882
• 30 Day Avg. Volume: 1,226,183
• PEG Ratio: -0.50
• Price to Book (P/B): 2.04
• Price to Sales (P/S): 5.86
• P/FCF Ratio: 17.03
• Enterprise Value/Market Cap: 1.58
• Enterprise Value/Revenue: 9.01
• Enterprise Value/Gross Profit: 13.24
• Enterprise Value/Ebitda: 12.48
• 1Y Price Target: $21.67
• Price Target Upside: 4.18% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 3

• Rating: 75 Outperform
• Price Target: $22.00 ▲(5.77% Upside)

Urban Edge Properties receives a strong overall score due to its solid financial performance and positive earnings call, which highlight growth in FFO and strategic asset management. The valuation is reasonable, and technical indicators suggest a stable trend. The company's ability to manage debt and maintain high occupancy rates further supports its favorable outlook.

Positive Factors

Dividend Growth

The dividend was raised to $0.19, marking a 12% increase quarter-over-quarter and year-over-year.

Growth Potential

The company provides investors with a solid opportunity for growth through the existing portfolio, redevelopment potential, and new investments.

Portfolio Performance

The properties have generally performed well, outperforming the peer group across most occupancy, lease spread, and SSNOI measures.

Negative Factors

Tax Strategy

The sale of a single-tenant Home Depot property resulted in a $23.3 million gain and was structured to defer capital gains tax.

Valuation

Urban Edge Properties shares trade at a slight discount to the peer group average, suggesting the potential for improvement in relative valuation.

Urban Edge Properties Business Overview & Revenue Model

Company Description

Urban Edge Properties is a NYSE listed real estate investment trust focused on managing, acquiring, developing, and redeveloping retail real estate in urban communities, primarily in the New York metropolitan region. Urban Edge owns 78 properties totaling 15.1 million square feet of gross leasable area.

How the Company Makes Money

Urban Edge Properties generates revenue primarily through leasing retail and commercial spaces within its portfolio of properties. The company's revenue model is characterized by long-term lease agreements with tenants, which provide steady rental income. Additionally, UE may earn revenue from property management services and ancillary income sources, such as co-tenancy agreements, parking fees, and promotional partnerships with retailers. Significant partnerships with well-known brands and businesses enhance its property appeal and occupancy rates, driving consistent cash flow. The company also benefits from value appreciation of its real estate holdings, contributing to its overall financial performance.

Urban Edge Properties Financial Statement Overview

Summary

Urban Edge Properties exhibits strong financial health with consistent revenue growth and robust margins. The balance sheet shows a balanced leverage position with a reasonable return on equity. Cash flows are well-managed, demonstrating the company's ability to generate and allocate cash effectively. Overall, the financial statements indicate a well-managed company with growth potential in the REIT sector.

Income Statement

Urban Edge Properties has shown a consistent revenue growth with a notable increase in the TTM period. The gross profit margin remains strong at 57.71% in TTM compared to previous periods. However, the net profit margin has slightly decreased to 17.23% in TTM, indicating some pressure on net earnings. EBIT and EBITDA margins are healthy, reflecting effective operational management.

Balance Sheet

The balance sheet reflects a stable financial position with an equity ratio of 38.25% in TTM, demonstrating sound leverage management. The debt-to-equity ratio is moderate at 1.35, indicating a balanced approach to financing through debt and equity. Return on equity is reasonable at 6.17% in TTM, although there's room for improvement in profitability relative to shareholder equity.

Cash Flow

Cash flow analysis reveals a robust operating cash flow to net income ratio of 2.08 in TTM, highlighting efficient cash generation relative to net earnings. Free cash flow has grown significantly, indicating strong cash flow management. The free cash flow to net income ratio is also positive, showing effective allocation of capital expenditures.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	461.04M	444.97M	416.92M	397.94M	425.08M	330.10M
Gross Profit	313.65M	297.54M	161.86M	261.74M	292.71M	213.92M
EBITDA	332.91M	246.90M	457.48M	204.23M	256.23M	154.17M
Net Income	105.37M	72.50M	248.30M	46.17M	102.69M	93.59M
Balance Sheet
Total Assets	3.31B	3.31B	3.28B	2.98B	2.99B	2.94B
Cash, Cash Equivalents and Short-Term Investments	118.20M	41.37M	101.12M	85.52M	164.48M	384.57M
Total Debt	1.84B	1.69B	1.79B	1.75B	1.75B	1.67B
Total Liabilities	1.92B	1.95B	2.06B	1.95B	1.94B	1.94B
Stockholders Equity	1.31B	1.28B	1.15B	976.99M	995.33M	951.57M
Cash Flow
Free Cash Flow	206.62M	153.18M	163.01M	23.57M	39.90M	84.30M
Operating Cash Flow	165.06M	153.18M	163.01M	139.62M	135.27M	112.82M
Investing Cash Flow	-92.96M	-234.70M	-117.70M	-151.91M	-311.16M	-98.46M
Financing Cash Flow	-55.11M	-2.09M	161.00K	-78.77M	-23.53M	-80.25M

Urban Edge Properties Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 20.80
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For UE, the sentiment is Positive. The current price of 20.8 is above the 20-day moving average (MA) of 19.72, above the 50-day MA of 19.25, and above the 200-day MA of 19.60, indicating a bullish trend. The MACD of 0.25 indicates Negative momentum. The RSI at 67.12 is Neutral, neither overbought nor oversold. The STOCH value of 79.93 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for UE.

Urban Edge Properties Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
ALEX	79 Outperform	$1.35B	17.37	7.79%	4.71%	5.60%	93.88%
UE	75 Outperform	$2.64B	23.94	8.46%	3.46%	6.09%	-65.94%
BNL	71 Outperform	$3.37B	34.72	3.32%	6.36%	2.74%	-37.41%
ESRT	66 Neutral	$1.24B	30.52	4.36%	1.83%	1.77%	-8.72%
Sector *	63 Neutral	$6.92B	13.18	-0.57%	7.01%	3.62%	-22.63%
AAT	62 Neutral	$1.21B	16.26	6.26%	6.59%	11.68%	37.31%
GNL	56 Neutral	$1.71B	―	-11.87%	11.83%	-11.06%	29.36%

Urban Edge Properties Corporate Events

Urban Edge Properties Announces New Equity Distribution Agreement

On August 11, 2025, Urban Edge Properties entered into an equity distribution agreement with several financial institutions to offer and sell up to $250 million in common shares. This agreement, replacing a previous program from 2022, allows the company flexibility in raising capital through ‘at-the-market’ offerings and forward sale agreements, potentially impacting its financial strategy and market positioning.

Urban Edge Properties Reports Strong Q2 2025 Results

On July 30, 2025, Urban Edge Properties reported its financial results for the second quarter of 2025, highlighting a strong performance with record FFO as Adjusted per share and increased shop occupancy. The company raised its full-year guidance for FFO as Adjusted, reflecting confidence in its strategic direction and operational execution. During the quarter, Urban Edge advanced its capital recycling program by selling non-core properties, executed new leases, and activated redevelopment projects, positioning itself for continued growth and value creation.