UE Urban Edge Properties

Urban Edge Properties has announced that it will host a conference call to discuss its fourth-quarter 2025 earnings. Additionally, the article mentions Unity Software's (U.US) fourth-quarter earnings, reporting a revenue increase of 35% year-over-year to $609 million, exceeding estimates, despite a quarterly loss of 66 cents per share.

Urban Edge Properties (UE) has underperformed this year, with an 8.6% decline in share price, despite a 56.5% three-year total shareholder return. The stock is estimated to be 15% below its intrinsic value and 18% under analyst targets, suggesting potential upside, though this relies on specific earnings assumptions. Analysts anticipate a decrease in earnings by August 2028, leading to a narrative that requires modest revenue growth, margin compression, and a premium future multiple to justify a richer valuation.

Squarepoint Ops LLC significantly increased its stake in Urban Edge Properties ($UE) by 62.7% in Q2, now owning 146,472 shares valued at approximately $2.73 million. Institutional investors collectively hold about 94.94% of the company's stock. Urban Edge Properties has a consensus "Hold" rating from analysts with an average target price of $22.00, recently beat EPS estimates, and declared a quarterly dividend of $0.19.

Urban Edge Properties (NYSE:UE) has an average "Hold" recommendation from six analysts, with five rating it a hold and one a buy, and an average 12-month price target of $22.00. The company surpassed its Q3 earnings expectations, reporting an EPS of $0.36 against an estimate of $0.35, and announced a quarterly dividend of $0.19. Institutional investors have been actively trading UE shares, with several hedge funds increasing their positions in the real estate investment trust.

Hudson Bay Capital Management LP significantly increased its stake in Urban Edge Properties (NYSE:UE) by 47.2% in Q2, boosting its holdings to over 1.9 million shares. This investment, valued at approximately $36.37 million, makes Hudson Bay Capital a significant institutional holder in the real estate investment trust. Urban Edge Properties also announced a quarterly dividend and provided a positive EPS guidance for FY2025, while maintaining a consensus "Hold" rating from analysts.

Hudson Bay Capital Management LP significantly increased its stake in Urban Edge Properties, acquiring an additional 624,645 shares to bring its total ownership to 1.55% of the company, valued at $36.37 million. Urban Edge Properties (NYSE:UE) reported positive Q2 earnings, exceeding analyst expectations, and has a "Hold" consensus rating from analysts with an average price target of $22.00. The REIT also announced a quarterly dividend of $0.19 per share, representing an annualized yield of 3.9%.