Allianz Asset Management GmbH Acquires 47,393 Shares of Urban Edge Properties $UE

Allianz Asset Management GmbH raised its holdings in shares of Urban Edge Properties (NYSE:UE) by 65.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 119,358 shares of the real estate investment trust’s stock after purchasing an additional 47,393 shares during the quarter. Allianz Asset Management GmbH owned approximately 0.09% of Urban Edge Properties worth $2,443,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. EverSource Wealth Advisors LLC raised its position in shares of Urban Edge Properties by 426.7% in the second quarter. EverSource Wealth Advisors LLC now owns 1,322 shares of the real estate investment trust’s stock valued at $25,000 after purchasing an additional 1,071 shares during the period. CWM LLC lifted its position in Urban Edge Properties by 50.3% during the second quarter. CWM LLC now owns 3,494 shares of the real estate investment trust’s stock worth $65,000 after acquiring an additional 1,169 shares during the last quarter. MAI Capital Management bought a new stake in shares of Urban Edge Properties during the second quarter worth approximately $66,000. GAMMA Investing LLC grew its position in shares of Urban Edge Properties by 15.5% in the third quarter. GAMMA Investing LLC now owns 6,635 shares of the real estate investment trust’s stock valued at $136,000 after purchasing an additional 891 shares during the last quarter. Finally, PNC Financial Services Group Inc. increased its stake in shares of Urban Edge Properties by 19.3% during the second quarter. PNC Financial Services Group Inc. now owns 7,025 shares of the real estate investment trust’s stock worth $131,000 after purchasing an additional 1,136 shares during the period. 94.94% of the stock is owned by institutional investors.

Key Headlines Impacting Urban Edge Properties

Here are the key news stories impacting Urban Edge Properties this week:

• Positive Sentiment: Company raised FY‑2026 EPS guidance to a 1.470–1.520 range, well above prior consensus, signaling confidence in cash flow recovery and underlying operations. Press Release
• Positive Sentiment: Urban Edge outlined FFO growth target of at least 4.5% for 2026 and cited robust leasing and a redevelopment pipeline, which supports future distribution coverage and NAV upside. Seeking Alpha
• Positive Sentiment: Quarterly revenue beat — $119.6M vs. $103.6M expected — indicating stronger leasing/tenant retention despite the EPS miss. Earnings Snapshot
• Positive Sentiment: Board approved a 10.5% increase to the quarterly dividend to $0.21 (4.1% yield), a cash-return signal that often supports REIT valuations.
• Neutral Sentiment: Analysts’ consensus remains mixed; the street gave an average “Hold” after the print, reflecting uncertainty between near‑term earnings volatility and the stronger guidance. Analyst Coverage
• Neutral Sentiment: Full earnings call transcript and management commentary are available for detail on leasing progress, redevelopment timing and assumptions behind the guidance. Earnings Call Transcript
• Negative Sentiment: Q4 EPS missed badly — $0.10 vs. $0.36 expected — which likely triggered the near‑term sell‑off as investors focused on the earnings shortfall and its drivers (one‑time items, timing, or higher costs). Quarterly Results

Wall Street Analyst Weigh In

Several analysts recently issued reports on the company. Morgan Stanley boosted their price target on Urban Edge Properties from $21.00 to $22.00 and gave the company an “equal weight” rating in a research note on Monday, January 5th. Weiss Ratings upgraded shares of Urban Edge Properties from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, December 29th. Finally, UBS Group dropped their price objective on shares of Urban Edge Properties from $21.00 to $20.00 and set a “neutral” rating for the company in a research note on Thursday, January 8th. Two equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Hold” and an average target price of $22.00.

Urban Edge Properties Stock Performance

NYSE:UE opened at $20.72 on Thursday. The firm has a market capitalization of $2.61 billion, a PE ratio of 23.28 and a beta of 1.06. The company has a quick ratio of 2.61, a current ratio of 2.61 and a debt-to-equity ratio of 1.18. The stock’s 50-day simple moving average is $19.41 and its 200 day simple moving average is $19.70. Urban Edge Properties has a twelve month low of $15.66 and a twelve month high of $21.87.

Urban Edge Properties (NYSE:UE) last released its quarterly earnings data on Wednesday, February 11th. The real estate investment trust reported $0.10 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.36 by ($0.26). The company had revenue of $119.56 million for the quarter, compared to analyst estimates of $103.64 million. Urban Edge Properties had a return on equity of 8.10% and a net margin of 23.73%.Urban Edge Properties has set its FY 2026 guidance at 1.470-1.520 EPS. On average, analysts anticipate that Urban Edge Properties will post 1.4 EPS for the current fiscal year.

Urban Edge Properties Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Friday, March 13th will be given a dividend of $0.21 per share. This is a boost from Urban Edge Properties’s previous quarterly dividend of $0.19. The ex-dividend date of this dividend is Friday, March 13th. This represents a $0.84 dividend on an annualized basis and a dividend yield of 4.1%. Urban Edge Properties’s payout ratio is currently 85.39%.

About Urban Edge Properties

Urban Edge Properties is a publicly traded real estate investment trust (REIT) that specializes in owning, operating and developing grocery-anchored shopping centers. The company was formed in January 2017 as a spin-off from Regency Centers Corporation, establishing an independent platform focused on urban and densely populated markets. As a fully integrated REIT, Urban Edge oversees the acquisition, financing, leasing, redevelopment and management of its retail properties.

The company’s portfolio comprises predominantly open-air shopping centers anchored by national and regional supermarket operators.