Zacks Research Issues Pessimistic Forecast for UDR Earnings

United Dominion Realty Trust, Inc. (NYSE:UDR) – Equities researchers at Zacks Research reduced their FY2027 EPS estimates for United Dominion Realty Trust in a research report issued on Monday, February 9th. Zacks Research analyst Team now forecasts that the real estate investment trust will earn $2.64 per share for the year, down from their previous forecast of $2.65. The consensus estimate for United Dominion Realty Trust’s current full-year earnings is $2.51 per share.

United Dominion Realty Trust (NYSE:UDR) last posted its quarterly earnings results on Monday, February 9th. The real estate investment trust reported $0.67 earnings per share for the quarter, topping analysts’ consensus estimates of $0.64 by $0.03. United Dominion Realty Trust had a net margin of 22.06% and a return on equity of 11.56%. The business had revenue of $433.11 million for the quarter, compared to the consensus estimate of $430.28 million. During the same period in the prior year, the business posted $0.48 earnings per share. United Dominion Realty Trust’s revenue for the quarter was up 2.5% compared to the same quarter last year. United Dominion Realty Trust has set its FY 2026 guidance at 2.470-2.570 EPS and its Q1 2026 guidance at 0.610-0.630 EPS.

A number of other equities analysts have also recently issued reports on the company. Scotiabank reduced their target price on shares of United Dominion Realty Trust from $46.00 to $37.00 and set a “sector perform” rating on the stock in a research note on Tuesday, November 4th. Barclays cut their price target on shares of United Dominion Realty Trust from $45.00 to $44.00 and set an “overweight” rating for the company in a report on Tuesday, November 25th. JPMorgan Chase & Co. reaffirmed an “underweight” rating and set a $40.00 price objective (down from $42.00) on shares of United Dominion Realty Trust in a research note on Thursday, December 18th. Piper Sandler dropped their price objective on shares of United Dominion Realty Trust from $43.00 to $39.00 and set a “neutral” rating for the company in a report on Monday, November 3rd. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of United Dominion Realty Trust in a research note on Monday, December 29th. Five analysts have rated the stock with a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, United Dominion Realty Trust currently has a consensus rating of “Hold” and an average target price of $40.29.

United Dominion Realty Trust Price Performance

Shares of NYSE:UDR opened at $39.36 on Tuesday. The company has a quick ratio of 4.92, a current ratio of 4.92 and a debt-to-equity ratio of 1.81. The business has a 50 day moving average price of $36.60 and a 200 day moving average price of $36.83. The company has a market cap of $13.01 billion, a price-to-earnings ratio of 34.83, a PEG ratio of 7.97 and a beta of 0.72. United Dominion Realty Trust has a twelve month low of $32.94 and a twelve month high of $46.47.

Institutional Trading of United Dominion Realty Trust

Hedge funds have recently added to or reduced their stakes in the business. Empowered Funds LLC boosted its holdings in United Dominion Realty Trust by 5.8% during the first quarter. Empowered Funds LLC now owns 6,129 shares of the real estate investment trust’s stock worth $277,000 after purchasing an additional 337 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in United Dominion Realty Trust by 1.7% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 60,692 shares of the real estate investment trust’s stock worth $2,741,000 after buying an additional 986 shares in the last quarter. Finally, Jane Street Group LLC boosted its stake in shares of United Dominion Realty Trust by 35.0% during the 1st quarter. Jane Street Group LLC now owns 14,028 shares of the real estate investment trust’s stock worth $634,000 after buying an additional 3,637 shares during the last quarter. Institutional investors and hedge funds own 97.82% of the company’s stock.

United Dominion Realty Trust Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, February 2nd. Investors of record on Monday, January 12th were paid a dividend of $0.43 per share. The ex-dividend date of this dividend was Monday, January 12th. This represents a $1.72 annualized dividend and a yield of 4.4%. United Dominion Realty Trust’s dividend payout ratio (DPR) is presently 152.21%.

Key Headlines Impacting United Dominion Realty Trust

Here are the key news stories impacting United Dominion Realty Trust this week:

• Positive Sentiment: Company-issued guidance and dividend raise: UDR set FY2026 EPS guidance of $2.470–$2.570 and Q1 2026 EPS of $0.610–$0.630 — both well above consensus — and increased the dividend, signaling management confidence in cash flow recovery and payout sustainability. UDR, Inc. Announces Fourth Quarter and Full-Year 2025 Results, Establishes 2026 Guidance Ranges and Increases Dividend
• Positive Sentiment: Q4 operating/earnings beat: UDR reported Q4 EPS of $0.67 (vs. $0.64 consensus) and revenue ~ $433.1M, with revenue and EPS up year-over-year — results that support the stronger guidance. Listen to Conference Call / View Press Release
• Positive Sentiment: FFOA and same-store NOI improvement: FFOA (64 cents) matched expectations and management cited higher occupancy driving same-store NOI growth despite softer lease rates — an operational recovery cue for investors. UDR’s Q4 FFOA Beats Estimates, Revenues & Same-Store NOI Grow Y/Y
• Positive Sentiment: Analyst support: BMO maintained a Buy and $41 price target, highlighting occupancy gains and cash-flow upside that could validate the stock’s upside as 2026 guidance is executed. Buy Rating on UDR: Near‑Term Earnings Pressure Offsets to Unlock Occupancy Gains, Cash‑Flow Growth, and Attractive Risk‑Reward
• Neutral Sentiment: Earnings call transcript published — additional color: The Q4 2025 call transcript provides more detail on leasing spreads, turnover trends and capital allocation priorities for investors wanting to validate management’s assumptions. UDR, Inc. (UDR) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Small analyst estimate tweak: Zacks slightly trimmed its FY2027 estimate (from $2.65 to $2.64) — a minor revision that doesn’t materially change consensus but is worth noting for forward expectations.
• Negative Sentiment: Revenue slightly missed one set of street estimates: Some reports flagged a modest revenue shortfall vs. certain estimates (~$6.5M in one report), which tempers the beat on EPS/FFO and underscores sensitivity to leasing/price trajectory. UDR ($UDR) Releases Q4 2025 Earnings

About United Dominion Realty Trust

United Dominion Realty Trust (NYSE: UDR) is a publicly traded real estate investment trust specializing in the ownership, management, acquisition, development and redevelopment of multifamily apartment communities. The company’s core focus is on Class A and Class A–plus residential properties, offering a diverse portfolio designed to meet the evolving needs of renters. UDR employs a full-service management platform to oversee daily operations, property maintenance, leasing, and resident services, ensuring consistency and quality across its holdings.

UDR’s business activities encompass ground-up development, strategic property redevelopment, and selective acquisitions.