Urban Edge Properties

UE

Market cap $2.65B

Urban Edge Properties remains attractively valued despite double-digit gains since my first bullish thesis in June of 2024. They also reached a 52-week high after a 10.5% dividend increase. UE's 2025 AFFO grew 6% to $1.43, with management guiding for 4.5% growth in 2026. This and their current dividend yield give them a total return potential of 8–10%. The balance sheet is solid with $849M liquidity and manageable leverage at 5.8x net debt/EBITDA, below management's 6.5x target.

NTES joins four peers in lifting dividends as resilient markets, rate-cut hopes and volatility spur investors toward steady income plays.

Urban Edge Properties (UE) Q4 2025 Earnings Call Transcript

NEW YORK--(BUSINESS WIRE)--Urban Edge Properties Reports Fourth Quarter and Full-Year 2025 Results.

Retail REITs SPG, REG, and UE gain from tight supply, everyday retail demand and stable cash flows across prime locations.

NEW YORK--(BUSINESS WIRE)--Urban Edge Properties Announces Amended Credit Facility.

NEW YORK--(BUSINESS WIRE)--Urban Edge Properties Announces Tax Treatment of 2025 Dividend Distributions.

Urban Edge Properties offers value and income, trading at a forward P/FFO of 13.5, below its historical average. UE's portfolio is anchored in dense Northeast markets, delivering Q3 same-store NOI growth amidst robust leasing spreads. Redevelopment and a material signed-not-open pipeline support 5–7% projected annual FFO/share growth and double-digit total return potential.

NEW YORK--(BUSINESS WIRE)--Urban Edge Properties Invites You to Join Its Fourth Quarter 2025 Earnings Conference Call.

NEW YORK--(BUSINESS WIRE)--Urban Edge Properties Declares a Quarterly Common Dividend of $0.19 per Share.