Real Estate · SIC 6500

Urban Edge Properties

UE

Watch

Latest revenue

$132.6M

as of 2026-03-31

Latest net income

$22.6M

as of 2026-03-31

Net margin

17.1%

as of 2026-03-31

7.8
of 10

ActaClear Score

Above avg
#6 of 42 in Real Estate
+0.0 · 2d
Profitability·25%
7.1
Growth·15%
6.3
Value·20%
7.7
Quality·20%
Momentum·20%
10.0

Computed from 5 years of SEC fundamentals + latest market data, ranked within Real Estate (42 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.

1.49
Price / FV

Fair value · DCF

Deeply overvalued
~33% downside at this growth
7.4% / yr
-5%30%
Terminal growthWACC 9.8% · 10y forecast
Current price
$22.88
DCF fair value
$15.33
FCF base (last FY)
$93.53M
Net debt
$-48.88M

DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.

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Price · 5Y

+8.3% / yr 11.4 pts / yr vs S&P 500 37.4% total
Compare:

Live market

delayed ≤15 min
$22.88
2.35%
Market cap
$2.88B
Enterprise value
$4.53B
P/E (trailing)
30.8×
Forward P/E
P/B
Dividend yield
4.3%
52-wk high
$23.04
52-wk low
$18.14
Beta
Shares out
126.0M

5-year trend

What this company does

AI

ITEM 1. BUSINESS The Company Urban Edge Properties (“UE”, “Urban Edge” or the “Company”) (NYSE: UE) is a Maryland REIT that owns, manages, acquires, develops, and redevelops retail real estate, primarily in the Washington, D.C. to Boston corridor. Urban Edge Properties LP (“UELP” or the “Operating Partnership”) is a Delaware limited partnership formed to serve as UE’s majority-owned partnership subsidiary and to own, through affiliates, all of our real estate and other assets. Our portfolio is currently comprised of 69 shopping centers, two outlet centers and two malls totaling approximately 17.2 million square feet (“sf”) of gross leasable area with a consolidated occupancy rate of 90.1%.…

AI summary unavailable — showing raw filing excerpt

Generated from UE's filing dated 2026-02-11

Key risks

AI

ITEM 1A. RISK FACTORS Risk factors that may materially and adversely affect our business, results of operations and financial condition are summarized below. These risks have been separated into the following groups: •Risks Related to Our Business and Operations; •Risks Related to Our Liquidity and Indebtedness; •Risks Related to Business Continuity; •Risks Related to Environmental Liability and Regulatory Compliance; •Risks Related to Our Status as a REIT; •Risks Related to Our Organization and Structure; and •Risks Related to An Investment in Our Common Shares. The risks and uncertainties described herein may not be the only ones we face. Additional risks and uncertainties not presently…

AI summary unavailable — showing raw filing excerpt

Generated from UE's filing dated 2026-02-11

Profitability

Net margin

19.8%

21.5%

Return on assets

2.8%

28.9%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$132.6M+12.2%$22.6M+176.2%17.1%

Q4 2025

2025-12-31

$119.6M+2.7%$12.4M-58.8%10.4%

Q3 2025

2025-09-30

$120.1M+6.8%$14.9M+64.5%12.4%

Q2 2025

2025-06-30

$114.1M+7.1%$58.0M+88.5%50.8%

Q1 2025

2025-03-31

$118.2M+7.8%$8.2M+214.9%6.9%

Q4 2024

2024-12-31

$116.4M$30.1M25.9%

Q3 2024

2024-09-30

$112.4M+10.4%$9.1M-66.7%8.1%

Q2 2024

2024-06-30

$106.5M+7.6%$30.8M+447.3%28.9%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Real Estate · SIC 6500

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Insider activity

Insider buying

$0

Insider selling

$3.9M

Net activity

−$3.9M

Distinct insiders

1

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-11

Jeffrey S Olson

Chairman of the Board & CEO

Sale19,034$21.62$411.5K
2026-05-08

Jeffrey S Olson

Chairman of the Board & CEO

Sale161,553$21.73$3.5M

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns UE

Institutional value

$1.28B

Total shares held

65.0M

Distinct holders

156

-77 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.23.0M$460.4M-1.0M (-4.4%)Trimmed
2VANGUARD PORTFOLIO MANAGEMENT LLC14.1M$282.7MNew
3VANGUARD CAPITAL MANAGEMENT LLC5.7M$113.5MNew
4JENNISON ASSOCIATES LLC4.6M$91.6M+1.9M (+72.2%)Added
5Nuveen, LLC1.9M$38.9M+988.7K (+103.3%)Added
6DIMENSIONAL FUND ADVISORS LP1.9M$37.3M+40.5K (+2.2%)Added
7UBS Group AG1.3M$26.3M+1.0M (+319.6%)Added
8Bank of New York Mellon Corp1.3M$25.0M+69.2K (+5.9%)Added
9VANGUARD FIDUCIARY TRUST CO814.1K$16.3MNew
10Legal & General Group Plc810.9K$16.2M-63.4K (-7.3%)Trimmed
11UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC672.8K$13.4M+7.0K (+1.1%)Added
12Fisher Asset Management, LLC633.2K$12.7M-23.3K (-3.5%)Trimmed
13PRINCIPAL FINANCIAL GROUP INC612.2K$12.2M+12.3K (+2.1%)Added
14Invesco Ltd.522.2K$10.4M-2.9K (-0.6%)Trimmed
15JPMORGAN CHASE & CO509.2K$10.2M+51.4K (+11.2%)Added
16Public Sector Pension Investment Board450.6K$9.0M+14.6K (+3.3%)Added
17RHUMBLINE ADVISERS366.2K$7.3M+2.7K (+0.7%)Added
18SEI INVESTMENTS CO314.3K$6.3M+111.6K (+55.1%)Added
19PRUDENTIAL FINANCIAL INC268.6K$5.4M+12.2K (+4.8%)Added
20Swiss National Bank248.0K$5.0M+0 (+0.0%)No change

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

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Latest filing impact
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