DailyIQ
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Sector:Real EstateAll sectors
Last updated 1 minute ago

UDR·UDR, Inc.

$.
+. (+.%)
After Hours
High
$38.41
Open
$38.01
Market Cap
12.19B
52W High
$42.22
Low
$37.94
P. Close
$38.05
P/E
24.83
52W Low
$32.94
Fwd P/E
292.76
Mean Target
$40.26
Technical Score (1D)
73
BUY
News Sentiment
53
MIXED
UDR, Inc. has been named among the top residential REITs to buy for 2026, indicating a positive long-term outlook from analysts. Despite this designation, recent analyst price target adjustments have occurred, with Scotiabank lowering its target to $38 due to anticipated slower recovery in Sunbelt apartment markets stemming from oversupply. However, Barclays maintained an Overweight rating with a $41 target, suggesting that earnings growth is expected to bottom in 2026 and that current share prices may have already factored in the anticipated slowdown. UDR's first-quarter Funds From Operations and revenue were largely in line with estimates, providing a stable near-term performance backdrop. Investors will be watching to see if the company can navigate the oversupply challenges in key markets and if analyst expectations for a 2026 earnings recovery materialize.
Earnings Summary
UDR, Inc. is a significant real estate investment trust (REIT) focused on multifamily residential properties across the United States, managing and developing apartment communities. As a long-standing player in the sector with over five decades of experience and an S&P 500 component, UDR aims to deliver value through quality residences and operational excellence within the REIT - Residential industry. The company's portfolio, as of September 30, 2025, included over 60,000 apartment homes, underscoring its substantial market presence. Examining UDR's recent earnings, the company demonstrated a mixed performance in its reported quarters. Comparing the last two quarters (Q1 2026 and Q2 2026) against the prior two (Q1 2025 and Q2 2025), EPS figures show significant volatility, with Q1 2026 EPS at $0.62 significantly exceeding its estimate of $0.1149, a substantial beat. However, Q2 2025 EPS of $0.0658 missed its estimate of $0.13, while Q1 2025 EPS of $0.18401 beat its estimate of $0.11. Revenue trends have been relatively stable, with Q1 2026 revenue of $423.32 million slightly below its estimate of $432.98 million, and Q2 2025 revenue of $423.00 million also below its estimate of $431.23 million, though revenue in Q3 2025 and Q4 2024 showed growth. Historically, UDR has shown a fluctuating year-over-year growth trajectory in its earnings. The company has experienced periods of both significant beats and misses against analyst EPS estimates, notably the substantial beat in Q1 2026. While revenue figures have been more consistent, the pattern of EPS performance suggests a need for closer monitoring of operational efficiencies and market factors impacting profitability. Recent news indicates a cautious near-term outlook from analysts, with Scotiabank adjusting its price target downwards while maintaining a 'Sector Perform' rating. Argus Research has provided an assessment of UDR's market position, offering insights into its strategic direction. Despite some recent underperformance relative to the broader market, analysts maintain a moderately optimistic view, suggesting underlying confidence in the company's potential for improvement. Looking ahead, investors will be watching for UDR's ability to sustain its recent EPS outperformance, particularly in light of analyst sentiment and any further shifts in market conditions. Key will be the company's revenue generation and its capacity to meet or exceed revenue estimates in upcoming quarters, alongside any updates from analyst firms that could signal changes in their outlook for the REIT.

EPS

EstBeatMiss
$-0.06$0.13$0.32$0.52$0.71Q4'24Q1'25Q2'25Q3'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$0.13 - -
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$431M - -
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 $38.03, giving UDR, Inc. a market cap of 12.19B and a P/E ratio of 24.8. Today's range spans $37.94–$38.41, with shares opening at $38.01 and moving down $0.02 (0.1%) from the prior close. DailyIQ's technical score sits at 73/100 (BUY) with a news sentiment reading of 53/100.

Over the past year UDR has traded between $32.94 and $42.22 - the current price is +15.5% off the 52-week low and -9.9% from the high. 29 analysts cover the stock with a Hold consensus and a mean 12-month target of $40.26 (range $36.00–$44.00), implying upside of +5.9%.

UDR, Inc. (UDR) is a large-cap in Real Estate with 12.19B in market cap, and the current setup is one of the cleaner bullish reads in the space. Technical score: 73/100 (BUY). Sentiment: neutral at 53/100. Price: $38.03 (in the middle of its 52-week range). The current P/E ratio stands at 24.8. The 52-week range of $32.94–$42.22 provides structural context - and the current technical/sentiment alignment is the type of setup that attracts both momentum and growth-oriented capital.

What makes UDR's BUY setup (73/100) particularly actionable at 12.19B 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 $38.03 (in the middle of its 52-week range in $32.94–$42.22), with sentiment running neutral at 53/100, the setup rewards conviction-sized positioning more than it does speculative small bets.