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Urban Edge Properties (UE)
NYSE:UE

Urban Edge Properties (UE) AI Stock Analysis

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Urban Edge Properties

(NYSE:UE)

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Neutral 66 (OpenAI - 5.2)
Rating:66Neutral
Price Target:
$21.00
â–²(2.34% Upside)
Score is driven mainly by solid financial performance (strong margins and improving leverage) and a constructive earnings update (raised FFO guidance and strong leasing). The overall rating is held back by weakening free cash flow growth, only modest revenue growth, and mixed technical/valuation signals.
Positive Factors
Revenue Growth
Consistent revenue growth, albeit modest, indicates steady demand for Urban Edge's properties, supporting long-term stability.
Strong Leasing Activity
Robust leasing activity and high rent spreads demonstrate strong tenant demand and effective property management, enhancing revenue potential.
Improved Leverage Management
Improved leverage management reduces financial risk and enhances Urban Edge's ability to invest in growth opportunities.
Negative Factors
Decline in Free Cash Flow Growth
A decline in free cash flow growth could limit Urban Edge's capacity to fund new projects and investments, impacting future expansion.
Challenges in Acquisition Market
Intense competition in the acquisition market may hinder Urban Edge's growth strategy, affecting its ability to expand its portfolio.
Decline in Lease Rates
A decline in lease rates could signal weakening demand or pricing power, potentially affecting future revenue and profitability.

Urban Edge Properties (UE) vs. SPDR S&P 500 ETF (SPY)

Urban Edge Properties Business Overview & Revenue Model

Company DescriptionUrban 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 MoneyUrban Edge Properties generates revenue primarily through leasing retail spaces to tenants within its properties. The company's key revenue streams include rental income from long-term leases with various retail businesses, which range from national brands to local shops. Additionally, UE may earn income from property management services and redevelopment projects that increase the value of its holdings. The company also engages in partnerships with local businesses and municipalities, which can enhance its market presence and drive tenant demand. Factors contributing to its earnings include favorable market conditions in urban areas, effective property management, and the ability to attract and retain high-quality tenants.

Urban Edge Properties Earnings Call Summary

Earnings Call Date:Oct 29, 2025
(Q3-2025)
|
% Change Since: |
Next Earnings Date:Feb 11, 2026
Earnings Call Sentiment Positive
The earnings call presented a generally positive outlook with significant growth in FFO, NOI, and leasing activity. The company showed effective capital recycling and maintained strong liquidity. However, there were minor setbacks in lease rates and acquisition challenges.
Q3-2025 Updates
Positive Updates
Increased FFO and NOI Growth
FFO as adjusted increased by 4% year-over-year with a year-to-date growth of 7%. Same-property net operating income increased by 4.7% for the quarter and 5.4% year-to-date.
Successful Acquisition and Capital Recycling
Completed a $39 million acquisition of Brighton Mills, a grocery-anchored shopping center, funded through the sale of other properties. This acquisition is expected to have significant NOI growth potential.
Strong Leasing Activity
Executed 31 deals totaling 347,000 square feet, with new leases achieving a 61% rent spread and renewals a 9% spread. Same-property lease rate is at 96.6%.
Raised FFO Guidance
Increased 2025 FFO as adjusted guidance by $0.01 per share, representing 6% growth over 2024 at the midpoint.
Healthy Liquidity and Debt Management
Liquidity position strong at over $900 million with a new $123.6 million mortgage at a lower interest rate.
Development and Redevelopment Progress
Stabilized projects with a blended yield of 17% and activated new redevelopments with a projected yield of 15%.
Negative Updates
Decline in Lease Rates
Overall same-property lease rate declined by 20 basis points from last quarter due to lease rejection at Ledgewood Commons.
Challenges in Acquisition Market
Faced high competition in the acquisition market, losing three shopping centers in the last 90 days due to competitive bidding.
Company Guidance
During the Urban Edge Properties' Third Quarter 2025 earnings call, the company reported a 4% increase in FFO as adjusted over the same quarter last year, leading to a 7% year-to-date growth. The company highlighted a same-property net operating income (NOI) growth of 4.7% for the quarter and 5.4% year-to-date. Urban Edge completed a $39 million acquisition of the Brighton Mills shopping center, with a projected annual NOI growth exceeding 3%. The company raised its 2025 FFO guidance by $0.01 per share, setting a new range of $1.42 to $1.44 per share, reflecting a 6% growth over 2024. Leasing activity included 31 deals totaling 347,000 square feet, with new leases showing a significant 61% spread. The overall same-property lease rate was 96.6%. The company maintained strong liquidity with over $900 million available and a net debt-to-annualized EBITDA ratio of 5.6x. Urban Edge is focused on maintaining a growth trajectory, aiming for a sustainable 3% plus same-property NOI growth, supported by a robust signed-not-open pipeline and strategic capital recycling efforts.

Urban Edge Properties Financial Statement Overview

Summary
Strong profitability and operating efficiency (68.8% gross margin; 41.3% EBIT margin; 72.7% EBITDA margin) and improved leverage (debt-to-equity down to 1.30 TTM). Offsetting factors include modest revenue growth (1.67% TTM) and declining free cash flow growth (-10.87% TTM).
Income Statement
75
Positive
Urban Edge Properties shows a strong gross profit margin of 68.8% TTM, indicating efficient cost management. The net profit margin has improved to 24.1% TTM, reflecting enhanced profitability. Revenue growth is modest at 1.67% TTM, suggesting stable but slow growth. EBIT and EBITDA margins are robust at 41.3% and 72.7% TTM, respectively, highlighting strong operational efficiency.
Balance Sheet
65
Positive
The debt-to-equity ratio has improved to 1.30 TTM from 1.79 in 2022, indicating better leverage management. Return on equity is moderate at 8.5% TTM, showing reasonable profitability for shareholders. The equity ratio is stable, suggesting a balanced capital structure, but the company still carries significant debt.
Cash Flow
60
Neutral
Free cash flow growth has declined by 10.87% TTM, which could be a concern for future investments. However, the operating cash flow to net income ratio is strong, indicating good cash generation relative to profits. Free cash flow to net income remains at 1.0, showing consistent cash conversion.
BreakdownTTMDec 2024Dec 2023Dec 2022Dec 2021Dec 2020
Income Statement
Total Revenue468.74M444.97M416.92M397.94M425.08M330.10M
Gross Profit322.58M297.54M161.86M261.74M292.71M213.92M
EBITDA341.77M246.90M449.66M204.23M256.23M154.17M
Net Income113.04M72.50M248.30M46.17M102.69M93.59M
Balance Sheet
Total Assets3.33B3.31B3.28B2.98B2.99B2.94B
Cash, Cash Equivalents and Short-Term Investments77.80M41.37M101.12M85.52M164.48M384.57M
Total Debt1.69B1.69B1.79B1.75B1.75B1.67B
Total Liabilities1.94B1.95B2.06B1.95B1.94B1.94B
Stockholders Equity1.30B1.28B1.15B976.99M995.33M951.57M
Cash Flow
Free Cash Flow184.17M153.18M163.01M23.57M39.90M84.30M
Operating Cash Flow184.17M153.18M163.01M139.62M135.27M112.82M
Investing Cash Flow-99.50M-234.70M-117.70M-151.91M-311.16M-98.46M
Financing Cash Flow-29.52M-2.09M161.00K-78.77M-23.53M-80.25M

Urban Edge Properties Technical Analysis

Technical Analysis Sentiment
Positive
Last Price20.52
Price Trends
50DMA
19.21
Positive
100DMA
19.36
Positive
200DMA
19.05
Positive
Market Momentum
MACD
0.30
Negative
RSI
73.76
Negative
STOCH
94.52
Negative
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 20.52 is above the 20-day moving average (MA) of 19.29, above the 50-day MA of 19.21, and above the 200-day MA of 19.05, indicating a bullish trend. The MACD of 0.30 indicates Negative momentum. The RSI at 73.76 is Negative, neither overbought nor oversold. The STOCH value of 94.52 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for UE.

Urban Edge Properties Risk Analysis

Urban Edge Properties disclosed 42 risk factors in its most recent earnings report. Urban Edge Properties reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Urban Edge Properties Peers Comparison

Overall Rating
UnderperformOutperform
Sector (65)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
69
Neutral
$1.51B20.627.32%4.97%-3.94%64.29%
66
Neutral
$1.05B9.164.82%5.13%1.30%-6.14%
66
Neutral
$2.72B23.408.71%3.99%5.29%-60.36%
65
Neutral
$2.17B12.193.79%4.94%3.15%1.96%
65
Neutral
$1.12B32.123.80%2.16%0.45%-24.85%
61
Neutral
$3.58B40.833.05%6.72%3.87%-37.59%
59
Neutral
$2.08B-7.90-12.53%10.29%-28.94%-28.24%
* Real Estate Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
UE
Urban Edge Properties
20.99
1.33
6.77%
ALEX
Alexander & Baldwin
20.76
3.70
21.69%
SAFE
Safehold
14.80
-2.27
-13.27%
ESRT
Empire State Realty
6.63
-2.88
-30.28%
GNL
Global Net Lease
9.58
3.05
46.73%
BNL
Broadstone Net Lease
19.39
4.39
29.24%

Urban Edge Properties Corporate Events

Business Operations and StrategyPrivate Placements and Financing
Urban Edge Expands and Extends Unsecured Credit Facilities
Positive
Jan 22, 2026

On January 22, 2026, Urban Edge Properties’ operating partnership entered into amended and expanded unsecured credit facilities totaling $950 million, increasing its aggregate borrowing capacity by $150 million and significantly extending debt maturities. The package includes a resized $700 million unsecured revolving credit facility, which reduced the prior $800 million line but pushed its maturity from February 2027 to June 2030 with two additional six‑month extension options, as well as $250 million of delayed‑draw term loans split into a new $125 million five‑year term facility maturing in June 2031 and a $125 million seven‑year term facility maturing in January 2033. The facilities, which are currently undrawn, are priced off SOFR with margins tied to the company’s leverage ratio and feature accordion options that could lift total availability across the structures to as much as $1.275 billion, while embedding customary financial covenants and, in the main facility, modest ESG‑linked pricing adjustments. The move enhances Urban Edge’s financial flexibility to fund pre‑development, development, acquisitions, capital expenditures and general corporate needs as it pursues growth, while locking in long‑dated, unsecured funding that may strengthen its balance sheet profile and competitive position in the urban retail REIT sector.

The most recent analyst rating on (UE) stock is a Hold with a $20.00 price target. To see the full list of analyst forecasts on Urban Edge Properties stock, see the UE Stock Forecast page.

Business Operations and StrategyFinancial DisclosuresM&A TransactionsPrivate Placements and Financing
Urban Edge Properties Announces Strong Q3 2025 Results
Positive
Oct 29, 2025

On October 29, 2025, Urban Edge Properties announced strong financial results for the third quarter of 2025, with significant leasing activity and a raised full-year outlook. The company reported over 340,000 square feet of leasing transactions and increased its guidance for Funds from Operations (FFO) as Adjusted, reflecting expected annual growth. Urban Edge also acquired the Brighton Mills Shopping Center for $39 million, enhancing its presence in the Boston area. The acquisition was funded through a 1031 exchange, aligning with the company’s capital recycling strategy. Additionally, Urban Edge engaged in financing activities to optimize its debt structure, including securing a new mortgage and modifying existing loans to achieve interest savings.

The most recent analyst rating on (UE) stock is a Hold with a $21.00 price target. To see the full list of analyst forecasts on Urban Edge Properties stock, see the UE Stock Forecast page.

Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jan 23, 2026