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UDR, Inc.
S&P 500
🏹 Trader: 🎯 Near 52W High View all →
$12.5B
Market Cap
32.5
P/E
0.50
PEG
5.4%
ROCE
9.4%
ROE
1.45
D/E
32.3%
OPM
-6.2%
% from 52W High
44
α RS
🔍 UDR is showing a near-52W-high setup because it's within 6.2% of its 52-week high, it matches 2 of 37 tracked screener presets, and Sector RRG has Real Estate in the Improving quadrant with the trail still strengthening. Net: Broad signal stack, not a recommendation. ? 52W High Conviction RRG
Sources
6.2% from 52W high · Conviction 2/37 · Real Estate in Improving quadrant
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🌏 Global Investor Returns
Currency-adjusted total returns for UDR including FX impact
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📈 Price History
Ratio Health
Excellent
Good
Average
Poor
By Category
📊 Sector Averages
About

UDR, Inc. is a S&P 500 company, is a leading multifamily real estate investment trust with a demonstrated performance history of delivering superior and dependable returns by successfully managing, buying, selling, developing and redeveloping attractive real estate properties in targeted U.S. markets.

Key Ratios Snapshot
📈 Growth Pattern
📊 Quick Scorecard
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⭐ Superinvestors Holding UDR
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Manager Shares Value % of Fund Period
Jim Simons Renaissance Technologies LLC 1.25M $42.3M 0.07% Mar 2026
Steve Cohen Point72 Asset Management 266.1K $9.0M 0.01% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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3-Statement Financial Model
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🎙 Management Tone Confident Specific → Stable 4 quarters Full tone analysis in Intelligence →
📊 MIXED UDR posts Q1 FFO $0.62, launches monthly dividend, sells $362M assets
Revenue & Profitability
Q1 2026 FFO as adjusted per share was $0.62, at the midpoint of guidance. This represented a $0.02 sequential decline from Q4 2025, driven by a $0.03 decrease in NOI (attributable to seasonal and weather-related costs) partially offset by a $0.01 benefit from lower G&A. Q2 2026 FFOA guidance range is $0.62–$0.64, with a $0.63 midpoint.
Outlook
Management expressed optimism about the long-term apartment industry outlook, citing resilient demand, a shrinking future multifamily supply pipeline, and attractive relative affordability versus other housing. They maintained full-year 2026 same-store and earnings guidance, noting the first half of blended lease rate growth (1.5–2%) is expected to continue in the second half.
Growth Drivers
Key growth is coming from West Coast markets: San Francisco (blended lease rate growth of ~10%, occupancy high 97%) and New York (~7% blended growth, occupancy above 98%). Dallas is a standout in the Sun Belt with occupancy approaching 97% and positive blended growth after improving 570 bps since Q4 2025. Innovation income (e.g., community Wi-Fi, package lockers) also boosts revenue.
Balance Sheet & CapEx
The ground-up development project 3099 Iowa in Riverside, California is ahead of schedule and under budget; initial occupancy is now expected in Q4 2026 (versus prior Q1 2027). The company has a land bank with a couple of expansion sites adjacent to existing assets; if activated, they would deliver in 2027–2028 with incremental returns above 6%.
Margins
Not explicitly discussed in this earnings call.
Key Risks
Regulatory risks include a proposed statewide rent control measure in Massachusetts (ballot in November 2026) and tenant-friendly policies in Salinas, New York City, and Washington D.C. Federal scrutiny on rent structures and junk fees was also mentioned. Sun Belt blended lease rate growth softened slightly in April, but management views it as a temporary blip.
Generated by AI · Q1 2026 results · Not investment advice
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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-07-28
Second quarter results exceeded expectations, prompting raised full-year guidance for revenue, NOI, and FFOA per share. Coastal markets led growth, while Sun Belt regions showed improving trends. Strategic capital allocation included asset sales, share buybacks, and a shift away from DPE lending.
Q1 2026 Q1 2026 2026-04-30
Q1 2026 results met expectations with strong resident retention, robust renewal growth, and effective capital allocation. Guidance for 2026 is maintained, with continued focus on high-performing coastal markets and strategic share repurchases.
Q4 2025 Q4 2025 2026-02-10
2025 results exceeded guidance, with strong NOI and high occupancy. 2026 guidance anticipates stable FFOA, modest revenue growth, and continued innovation, while asset sales and buybacks remain key capital strategies.
Q3 2025 Q3 2025 2025-10-30
Q3 2025 saw strong same-store revenue and NOI growth, with raised FFOA guidance and robust occupancy. Coastal markets outperformed, while Sunbelt lagged due to new supply. Capital allocation remains data-driven, with share buybacks and strategic acquisitions enhancing long-term cash flow.
Q2 2025 Q2 2025 2025-07-31
Second-quarter and first-half results exceeded expectations, prompting raised full-year guidance for FFOA per share and same-store growth. Strong demand, high retention, and effective expense control drove outperformance, with coastal markets leading and Sunbelt showing signs of recovery.
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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

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Conflict of Interest Disclosure:
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Information Sources:
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