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

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

Urban Edge Properties Trading Down 0.2%

NYSE UE opened at $20.65 on Friday. Urban Edge Properties has a one year low of $15.66 and a one year high of $21.87. The firm has a market cap of $2.60 billion, a price-to-earnings ratio of 27.53 and a beta of 1.06. The company has a debt-to-equity ratio of 1.17, a quick ratio of 2.61 and a current ratio of 1.74. The firm has a 50 day simple moving average of $19.44 and a 200-day simple moving average of $19.70.

Urban Edge Properties (NYSE:UE) last announced 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). Urban Edge Properties had a return on equity of 6.79% and a net margin of 19.82%.The company had revenue of $119.56 million for the quarter, compared to analyst estimates of $103.64 million. Urban Edge Properties has set its FY 2026 guidance at 1.470-1.520 EPS. Equities research analysts anticipate that Urban Edge Properties will post 1.4 EPS for the current fiscal year.

Urban Edge Properties Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Friday, March 13th will be paid a dividend of $0.21 per share. This is a positive change from Urban Edge Properties’s previous quarterly dividend of $0.19. The ex-dividend date of this dividend is Friday, March 13th. This represents a $0.84 annualized dividend and a dividend yield of 4.1%. Urban Edge Properties’s dividend payout ratio is presently 85.39%.

Analysts Set New Price Targets

A number of equities research analysts have commented on UE shares. Morgan Stanley increased their target price on Urban Edge Properties from $21.00 to $22.00 and gave the company an “equal weight” rating in a report on Monday, January 5th. UBS Group cut 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. Finally, Weiss Ratings cut Urban Edge Properties from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday. One research analyst has rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Hold” and an average target price of $22.00.

Key Urban Edge Properties News

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

• Positive Sentiment: Company raised FY‑2026 EPS guidance to $1.470–$1.520 (well above the prior consensus ~$0.83), signaling stronger earnings power and support for valuation — investors view this as a meaningful upside to future cash flow expectations. Q4 2025 Press Release
• Positive Sentiment: Management outlined an FFO growth target of at least +4.5% for 2026 and cited robust leasing and a redevelopment pipeline — supports mid‑term cash flow/unit growth expectations. Urban Edge outlines 2026 FFO growth target
• Positive Sentiment: Board approved a quarterly dividend increase to $0.21 (10.5% raise), yielding ~4.1% — supports income thesis for REIT investors and signals management confidence in cash flow.
• Neutral Sentiment: Revenue beat: Q4 revenue $119.6M vs. Street ~$103.6M, indicating solid top‑line performance even as results mix was uneven. Q4 Revenue and Call
• Neutral Sentiment: Company posted conference call/transcripts that provide more detail on leasing progress and redevelopment cadence for 2026 — useful for investors modeling cash flow timing. Earnings Call Transcript (Yahoo)
• Negative Sentiment: Q4 EPS missed: reported $0.10 vs. consensus $0.36 — an earnings shortfall that can trigger short‑term selling and raises questions about near‑term profitability drivers despite the strong guidance. Q4 Earnings Snapshot

Institutional Investors Weigh In On Urban Edge Properties

Several hedge funds have recently made changes to their positions in UE. State Street Corp grew its holdings in shares of Urban Edge Properties by 1.3% during the second quarter. State Street Corp now owns 7,394,625 shares of the real estate investment trust’s stock valued at $137,984,000 after buying an additional 92,101 shares in the last quarter. Wellington Management Group LLP bought a new stake in Urban Edge Properties in the 3rd quarter valued at $92,600,000. Geode Capital Management LLC increased its holdings in Urban Edge Properties by 0.4% during the 4th quarter. Geode Capital Management LLC now owns 3,284,098 shares of the real estate investment trust’s stock valued at $63,032,000 after purchasing an additional 14,361 shares in the last quarter. Resolution Capital Ltd raised its holdings 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 during the last quarter. Finally, Goldman Sachs Group Inc. grew its holdings in Urban Edge Properties by 28.4% during the fourth 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 during the period. Hedge funds and other institutional investors own 94.94% of the company’s stock.

About Urban Edge Properties

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.