UDR, IncNYSE: UDR
Real Estate · Multi-Family Residential REITs
$36.40
+0.17%
Vol: 2.3M
Research Digest
Friday, May 1, 2026
Shifts to first-ever monthly dividend; Q1 FFO matches estimates on steady ops
UDR became first residential REIT adopting monthly dividend structure effective July 2026 at $0.145/month ($1.74 annualized), reflecting stable cash flow. Q1 FFO hit $0.63 matching estimates, though revenues missed at $425.8M vs $427.1M estimate. Company executed $362M asset sales, $150M buybacks, achieving record resident retention. 12-month PT of $43.71 implies 30% upside. Bear case: revenue growth pressured by market softness.
Previous Market Intelligence
13 daysApr 30UDR Posts Q1 Earnings Beat, Shifts to Monthly Dividends Effective July 2026Positive▶
UDR reported Q1 2026 earnings of $0.62 per share, beating estimates of $0.11 by $0.51. Net income per diluted share was $0.57. Company becomes first residential REIT to offer monthly dividends starting July 2026 at $0.145/share ($1.74 annualized). Executed $362M in asset sales, repurchased $150M of stock, and accessed Portland assets via debt/preferred equity program. Portfolio includes 59,782 apartment homes. Analysts rate "Buy" with 12-month target of $43.71, implying 30.24% upside.
Apr 16UDR Inc scheduled to report Q1 2026 earnings April 29, declaring $0.435/share dividend with 1.2% increaseNeutral▶
UDR announced Q1 2026 earnings release for April 29 with analyst webcast April 30. The company declared a $0.435/share quarterly dividend (1.2% increase), representing the 214th consecutive quarterly payout. KeyBanc lowered price target to $42 from $45 on April 2. The company was recognized as a 2026 Top Workplace by USA Today. Current stock trading at $34.75 with 12 analyst Buy ratings and average $43.71 price target (30.24% upside), though sentiment remains cautious given recent price target reductions.
Apr 15UDR declared Q1 2026 dividend of $0.435 per share; expects 1.5-2% blended lease rate growth in 2026.Neutral▶
UDR declared quarterly dividend of $0.435 per share payable April 30, 2026 to shareholders of record April 15, representing 1.2% increase. This marks the 214th consecutive quarterly dividend. The multifamily REIT plans to be a net seller of apartments in 2026 with approximately $700 million in assets on the block. Management expects blended lease rate growth of 1.5% to 2% in 2026.
Apr 14UDR announced Q1 2026 earnings release for April 29; declared $0.435 quarterly dividend representing 1.2% increase.Neutral▶
UDR will release Q1 2026 results on April 29 after market close. Board declared regular quarterly dividend of $0.435 per share, representing the 214th consecutive quarterly dividend. Annualized dividend of $1.74 in 2026 reflects 1.2% increase over 2025. UDR was recognized as 2026 Top Workplace by USA Today for the second consecutive year.
Apr 13No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 10UDR announces Q1 2026 earnings release for April 29; declares quarterly dividend of $0.435 per share; 214th consecutive dividend.Neutral▶
UDR will release Q1 2026 results on April 29 after market close. The company declared Q1 2026 dividend of $0.435 per common share, payable April 30 — marking the 214th consecutive quarterly dividend. Analysts project single-digit EPS rise for Q1. Analyst consensus from 12 analysts is Buy with $43.71 target (30.24% upside). UDR owns or has position in 60,941 apartment homes.
Apr 9UDR reports dividend increase with Q1 2026 earnings announcement set for April 29.Neutral▶
UDR Inc Q1 2026 financial results due April 29 with analyst expectations for FFO of $0.62 diluted (up 1.6% YoY from $0.61). Q4 2025 earnings showed revenue $433.1M slightly miss; adjusted FFO matched estimates at $0.64. Dividend increased 1.2% to $0.435 per share. Analysts moderately bullish with Moderate Buy rating; 8 recommend Strong Buy, 13 Hold, 2 Strong Sell. Average price target $40.71 suggests 17.1% upside. UDR owns/owns stake in 60,941 apartment homes (300 under development).
Apr 8UDR released Q4 2025 results with revenue of $433.1 million that narrowly missed estimates, though adjusted FFO matched Street expectations.Mixed▶
UDR released mixed Q4 2025 earnings with revenue of $433.1 million missing estimates but adjusted FFO of $0.64 matching expectations. For Q1 2026, company expects FFO of $0.61-$0.63 per share, and full-year FY2026 guidance of $2.47-$2.57 per share. Company acquired two apartment communities in Philadelphia and Woodbridge while selling two in Brooklyn and Englewood. According to 12 analysts, average Buy rating with 12-month target of $43.71, indicating 30.24% upside.
Apr 7No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 6No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Apr 3UDR announces 1.2% dividend increase to $0.435 per share for Q1 2026; 214th consecutive quarterly dividend.Neutral▶
UDR announced Q1 2026 regular quarterly dividend of $0.435 per share, payable April 30, representing the 214th consecutive quarterly dividend and a 1.2% YoY increase. Morgan Stanley analyst Adam Kramer lowered price target to $43 from $43.50 with Equal Weight rating.
Apr 2UDR reports strong 2025 results with net income of $372.9 million; J.P. Morgan downgrades to Sell rating.Mixed▶
UDR released 2025 10-K showing robust performance with total revenue of $614.9 million and net income of $372.9 million, significantly up from prior year due to property NOI gains and real estate sales. As of year-end, UDR owned or had ownership in 60,941 apartment homes, including 300 under development. The company completed strategic acquisitions in Philadelphia and Woodbridge, Virginia, while selling communities in Brooklyn and Englewood. J.P. Morgan downgraded the stock to Sell on March 12, 2026, while consensus remains Buy with average price target of $43.71 (30.24% upside).
Apr 1UDR declared Q1 2026 dividend increase of 1.2% to $0.435 per share; 214th consecutive quarterly dividend.Neutral▶
UDR declared quarterly common dividend of $0.435 per share, marking 214th consecutive quarterly common dividend. 2026 FFO guidance of $2.47-$2.57 per share. Morgan Stanley trimmed price target to $43 from $43.50.
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.