UE · Urban Edge Properties
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 6, 2026TL;DR. Urban Edge reported record Q2 FFO as Adjusted of $0.40 per share (+10% YoY), raised full-year FFO as Adjusted guidance to $1.50–$1.54 ($0.02 raise at midpoint), and lifted same-property NOI growth guidance to 3.25%–3.75%, while executing capital recycling acquisitions and noting a same-property occupancy decline partly tied to the Wren Kitchens bankruptcy.
- + Raised full-year FFO as Adjusted guidance to $1.50–$1.54 per share, a $0.02 increase at midpoint implying 6% growth over 2025
- + Lifted same-property NOI growth guidance low end to 3.25% from 3.00%
- + Q2 same-property NOI grew 3.2%, exceeding expectations driven by higher percentage rents, recoveries, collections, and lower real estate taxes
- + $22M signed-but-not-open pipeline equals ~7% of current NOI and provides highly visible future earnings growth
- + Capital recycling acquisitions of $51.1M (West Falls Church and Shoppers World ground lease) at average 6% cap rate and 9% unleveraged IRR
- − Same-property leased occupancy fell 40 bps YoY to 96.3%, partly due to the unexpected Wren Kitchens bankruptcy
- − Shop occupancy declined 70 bps sequentially to 91.7% as company prioritized tenant quality over retention
- − Q2 new lease cash spread of 13% was below first quarter, with full-year result dependent on remaining pipeline
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
REIT - Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
UE
this stock
Urban Edge Properties
|
$2.51B | +1.8% | +6.1% | 23.4 | 2.9% |
|
SPG
Simon Property Group Inc.
|
$66.27B | +8.5% | +6.7% | 14.4 | 3.0% |
|
O
Realty Income Corp
|
$52.55B | -3.7% | +9.1% | 40.5 | 4.3% |
|
UNBLF
Unibail-Rodamco SE/ADR
|
$16.24B | -7.0% | — | — | 0.0% |
|
KIM
Kimco Realty Corp
|
$15.05B | +9.6% | +5.1% | 26.1 | 5.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| UE | -1.3% | -8.7% | -6.2% | -7.7% | +1.8% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -0.6% | -8.8% | -18.4% | -7.1% | -10.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.