Urban Edge Properties (UE) AI Stock Analysis

NYSE: UEAI research summary: business, growth, valuation, analysts, bull and bear case.

UE AI stock analysis summary

AI Research

Urban Edge Properties is a retail real estate investment trust focused on urban communities primarily in the New York metropolitan region. Over the trailing twelve months, the company generated $487.0M in revenue with an operating margin of 31.4%. However, the company carries $1.90B in total debt and its forward P/E of 34.7x trades at a premium to peers.

Market cap
$2.68B
Revenue (TTM)
$487.0M
P/E
36.8x
fwd 34.7x
1Y return
3.0%
S&P 500 16.8%
Avg. target
$23.50
20.5% vs last close

Bull case

  • Trailing twelve-month operating margin is 31.4%, which exceeds the US-listed Real Estate peer median of 25.9%.
  • Operating cash flow reached $182.7M in FY2025, providing cash generation to support operations and redevelopment.
  • Analyst mean price target of $23.50 represents 20.5% potential upside compared to the October 16, 2026 closing price of $19.50.

Bear case

  • The company's dividend payout ratio is elevated at 118.8%, exceeding current net earnings.
  • Urban Edge carries $1.90B in total debt against just $58.3M in cash and short-term investments.
  • Forward P/E of 34.7x trades at a substantial premium to the peer median of 23.5x for US-listed Real Estate.

What Urban Edge Properties does

Urban Edge Properties is a real estate investment trust listed on the NYSE that specializes in the management, acquisition, development, and redevelopment of retail real estate. The company focuses strategically on urban communities, with its primary concentration in the New York metropolitan region. Urban Edge owns 78 properties comprising 15.1 million square feet of gross leasable area. Headquartered in New York, the company adapts and optimizes its retail portfolio to match changing consumer trends and retail real estate market dynamics.

Growth and profitability

Urban Edge Properties grew its revenue from $425.1M in FY2021 to $471.9M in FY2025, posting a 5-year revenue CAGR of 7.4%. Net income reached $93.5M in FY2025, recovering from $72.6M in FY2024 and down from $248.5M in FY2023. Gross margin was 8.6% in FY2025, while operating margin came in at 26.8%. Over the trailing twelve months, revenue was $487.0M, supported by an operating margin of 31.4% and an EPS of $0.53. In the latest quarter ended June 30, 2026, quarterly revenue increased 7.6% year-over-year, while quarterly earnings fell 69.3%.

UE income statement →

Balance sheet and cash flow

As of June 30, 2026, Urban Edge Properties held $58.3M in cash and short-term investments against $1.90B in total debt, resulting in net debt of $1.84B. Shareholders' equity stood at $1.28B, generating a debt-to-equity ratio of 1.48 and a current ratio of 1.02. In FY2025, the company generated $182.7M in operating cash flow and free cash flow. Capital allocation in FY2025 included $140.1M in capital expenditures, $95.5M in dividends paid, and $419,000 spent on share buybacks, while share count rose 12.4% over 5 years.

UE balance sheet →

Valuation and performance

At $19.50 per share, Urban Edge Properties has a market cap of $2.68B and an enterprise value of $4.18B. The stock trades at a trailing P/E of 36.8x and a forward P/E of 34.7x, both above the median of its US-listed Real Estate peers at 21.6x and 23.5x, respectively. Its price-to-sales multiple of 5.5x also sits above the peer median of 3.7x, while its EV/EBITDA of 14.8x is close to the peer median of 14.7x. Over the past year, the stock returned 3.0%, compared to a 16.8% return for the S&P 500.

UE key metrics →

UE dividend

Urban Edge Properties pays a quarterly dividend with an annualized forward payout of $0.84 per share, representing a dividend yield of 4.31%. The company has paid dividends for 12 consecutive years, delivering a 5-year annualized dividend growth rate of 2.2%. The dividend payout ratio stands at 118.8%, and the last ex-dividend date was September 15, 2026.

UE dividend history →

What analysts expect

Wall Street coverage includes 6 analysts, consisting of 2 Strong Buy and 4 Hold ratings. The mean price target is $23.50, representing an upside of 20.5% from the last close of $19.50. For the fiscal year ending December 31, 2026, analysts estimate EPS of $0.49 and revenue of $447.5M. Urban Edge beat EPS estimates in 2 of the last 4 quarters, and its next earnings date is October 28, 2026.

UE forecast and price target →

Key risks and what to watch

  • Net debt of $1.84B and a debt-to-equity ratio of 1.48 leave the balance sheet leveraged.
  • Quarterly earnings fell 69.3% year-over-year in the quarter ended June 30, 2026.
  • Revenue for next fiscal year is projected to decline 1.9% to $439.0M according to analyst consensus.
  • Share count increased 12.4% over 5 years, diluting existing equity holders.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this UE AI stock analysis

This page is an AI-written research summary of Urban Edge Properties (UE). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: UE income statement, UE balance sheet, UE key metrics, UE analyst forecast, UE chart. See the UE stock overview for the latest quote and news.

UE AI stock analysis FAQ

What is Urban Edge Properties' dividend yield?

Urban Edge Properties offers a forward dividend yield of 4.31%, based on an annualized dividend of $0.84 per share.

What is Urban Edge Properties' market valuation?

As of October 16, 2026, the company has a market capitalization of $2.68B and an enterprise value of $4.18B at a stock price of $19.50.

How much debt does Urban Edge Properties hold?

As of June 30, 2026, the trust holds $1.90B in total debt and $58.3M in cash and short-term investments, resulting in net debt of $1.84B.

When is the next earnings report for UE?

Urban Edge Properties is scheduled to report its next earnings on October 28, 2026.

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