DailyIQ
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Sector:Real EstateAll sectors
Last updated 5 minutes ago

UDR·UDR, Inc.

$.
+. (+.%)
After Hours
High
$40.09
Open
$39.89
Market Cap
12.89B
52W High
$42.00
Low
$39.57
P. Close
$39.73
P/E
26.25
52W Low
$32.94
Fwd P/E
70.95
DailyIQ Est.
$40.59
Technical Score (1D)
82
BUY
News Sentiment
67
BULLISH
Scotiabank has just lifted its price target for UDR to $41 from $38, reflecting an expectation of stronger revenue growth and improved profitability in the coming quarters. This upgrade signals a bullish valuation model that could lift UDR’s valuation multiples over the next 1–10 trading days. However, just hours earlier Truist Securities downgraded UDR, citing concerns over earnings growth and rising competition in the residential real estate market. The downgrade introduces uncertainty, as it highlights potential margin pressure that could temper the upside implied by Scotiabank’s target. Scotiabank’s earlier upgrade to a Sector Perform rating and the same price target raise provide a backdrop that frames the current optimism. Traders should monitor the upcoming earnings release for guidance that may reconcile the divergent analyst views. Regulatory developments that could affect UDR’s valuation are also on the watch list, given the sector’s sensitivity to housing policy changes. Market sentiment will likely hinge on whether UDR can deliver the earnings growth that Scotiabank expects while mitigating competitive pressures noted by Truist. In the next few trading days, watch for any earnings updates or policy announcements that could confirm or contradict the recent price target revision.
Earnings Summary
UDR, Inc. is a real‑estate investment trust focused on multifamily residential properties across the United States, operating over 60,000 apartment homes and positioned as a leading player in the S&P 500 residential REIT sector. In the most recent reporting cycle, the company delivered Q1 2026 revenue of $423.32 million, a modest 0.8% increase from the $419.84 million reported in Q1 2025, while earnings per share surged from $0.18 to $0.62, marking a 236% YoY jump; this sharp EPS acceleration follows a pattern of mixed results in the preceding quarters, with Q1 2025 and Q1 2026 beating estimates of $0.11 and $0.115 respectively, whereas Q2 2025 and Q3 2025 missed their $0.13 and $0.128 estimates, and Q4 2024 fell slightly short of the $0.03 forecast. Historically, UDR has maintained steady revenue growth year over year, with EPS showing greater volatility—recent quarters have seen a mix of strong beats and modest misses, underscoring a trend of resilient top‑line performance amid fluctuating profitability. Recent analyst commentary reflects this duality: Truist downgraded the stock to a Hold citing concerns over earnings momentum, while Argus and Morgan Stanley have upgraded the target price to $44–$44.5, citing confidence in near‑term earnings and dividend growth; the company’s 4.6% yield continues to attract income investors even as mortgage rates rise, suggesting a defensive positioning that may cushion rate hikes. Investors should watch the forthcoming earnings release for guidance on revenue and margin forecasts, as well as any updates to dividend policy and capital allocation, because these factors will be key to validating the optimistic analyst outlook and determining whether the yield advantage persists amid sector rotation and competitive pressures.

EPS

EstBeatMiss
$-0.06$0.13$0.32$0.52$0.71Q4'24Q1'25Q2'25Q3'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$0.12 - -
Q1'26$0.11$0.62+439.6%
Q3'25$0.13$0.12-6.3%
Q2'25$0.13$0.07-49.4%
Q1'25$0.11$0.18+67.3%
Q4'24$0.03$0.03-8.3%

Revenue

EstBeatMiss
$418M$422M$426M$431M$435MQ4'24Q1'25Q2'25Q3'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$430M - -
Q1'26$433M$423M-2.2%
Q3'25 - $429M -
Q2'25 - $423M -
Q1'25 - $420M -
Q4'24 - $420M -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

UDR Stock Snapshot

UDR is currently trading at $39.73, giving UDR, Inc. a market cap of 12.89B and a P/E ratio of 26.3. Today's range spans $39.57–$40.09, with shares opening at $39.89 and moving up $0.00 (0.0%) from the prior close. DailyIQ's technical score sits at 82/100 (BUY) with a news sentiment reading of 67/100.

Over the past year UDR has traded between $32.94 and $42.00 - the current price is +20.6% off the 52-week low and -5.4% from the high. 29 analysts cover the stock with a Hold consensus and a mean 12-month target of $40.62 (range $36.00–$44.50), implying upside of +2.2%.

UDR carries a BUY signal on a 82/100 technical score, trades at $39.73 (in the upper portion of its 52-week range), and has bullish sentiment at 67/100. At 12.89B in Real Estate market cap (P/E: 26.3), the name has scale without the index-anchor inertia of mega-cap peers - which means when the bullish momentum runs, the percentage move can be meaningfully larger. Annual range: $32.94–$42.00.

What makes UDR's BUY setup (82/100) particularly actionable at 12.89B in Real Estate capitalization is the scale-to-move ratio: large enough to feature on institutional mandates but not so large that the percentage upside is already compressed by index inertia. At $39.73 (in the upper portion of its 52-week range in $32.94–$42.00), with sentiment running bullish at 67/100, the setup rewards conviction-sized positioning more than it does speculative small bets.