• EN

    • -+ 0.00%
    -+ 0.00%
    -+ 0.00%

    Should Urban Edge’s Strong 2025 Results and Higher Dividend Require Action From Urban Edge Properties (UE) Investors?

    Simply Wall St·02/18/2026 20:31:51
    Listen to the news
    • Urban Edge Properties recently reported full-year 2025 results showing revenue of US$471.94 million and net income of US$93.54 million, alongside an 11% increase in its annual common dividend to US$0.84 per share declared in February 2026.
    • The combination of higher earnings, an increased dividend, and management’s guidance for 2026 net income highlights management’s confidence in the REIT’s cash flow profile and redevelopment-driven growth plans.
    • We’ll now examine how the stronger 2025 earnings and higher dividend affect Urban Edge’s existing investment narrative and risk-reward balance.

    Find 56 companies with promising cash flow potential yet trading below their fair value.

    Urban Edge Properties Investment Narrative Recap

    To own Urban Edge Properties, you need to be comfortable with a retail-focused REIT concentrated in dense Northeast markets and dependent on leasing, redevelopment, and stable tenant demand. The 2025 earnings beat and 11% dividend increase support the near term cash flow story, while management’s 2026 net income guidance brings expectations back toward a more moderate level. Near term, tenant fallout and weather-related costs still look like the key swing factors for results, and this update does not materially change that.

    The new 2026 net income outlook of US$0.49 to US$0.54 per diluted share is the most relevant piece of news here, because it reframes how investors might think about earnings sustainability after a year that included a large one off gain. It also matters for judging the risk reward around Urban Edge’s reliance on big box and value oriented retailers, where further bankruptcies or closures could quickly change the earnings run rate implied by that guidance.

    But alongside the higher dividend and solid 2025 numbers, investors should still be aware of the ongoing risk of tenant bankruptcies and...

    Read the full narrative on Urban Edge Properties (it's free!)

    Urban Edge Properties' narrative projects $495.8 million revenue and $36.9 million earnings by 2028. This requires 2.5% yearly revenue growth and a $68.4 million earnings decrease from $105.3 million today.

    Uncover how Urban Edge Properties' forecasts yield a $22.29 fair value, a 6% upside to its current price.

    Exploring Other Perspectives

    UE 1-Year Stock Price Chart
    UE 1-Year Stock Price Chart

    Two fair value estimates from the Simply Wall St Community cluster tightly between US$22.29 and US$22.41 per share, showing how closely some retail investors view Urban Edge’s worth. Set against ongoing exposure to tenant bankruptcies among big box and value retailers, these differing viewpoints highlight why you may want to consider several perspectives before forming your own view.

    Explore 2 other fair value estimates on Urban Edge Properties - why the stock might be worth just $22.29!

    Decide For Yourself

    Disagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.

    Want Some Alternatives?

    Our daily scans reveal stocks with breakout potential. Don't miss this chance:

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.