Urban Edge Properties(UE)Stock Analysis
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Rank #441 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
UE Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Urban Edge Properties (UE), a Real Estate sector company. 13F Pro's AI-powered ranking engine scores UE at 67.9/100 on a 32-signal composite quality model, placing it at rank #441 of 2,879 stocks — the top 25% of the AI-ranked universe. UE scores in the top quartile across earnings quality (91.3), free cash flow (88.5), profitability (86.8). Areas of concern include revenue scale (36.3), which score below median versus the broader universe. Shareholder dilution risk is elevated at 37.3/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Urban Edge Properties reports quarterly revenue of $132.6M, net income of $22.6M, free cash flow of $39.1M. Top institutional holders of UE by reported 13-F value include BlackRock,, FMR, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. UE trades on the NYSE exchange and files with the SEC under CIK 1611547. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate UE daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Urban Edge Properties directly from SEC EDGAR. Urban Edge Properties's 13F Pro composite quality score has ranged between 44 and 68 since 2021, currently 67.9 — an improving long-term trajectory across 28 quarterly and live scoring snapshots.
What's Driving UE's Business? Latest 10-Q Breakdown
AI-extracted from Urban Edge Properties's 10-Q filed 2026-04-29 — Q1 2026 (quarter ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Urban Edge swung to $23.5M net income as rental revenue grew 5.1% and same-property NOI climbed 2.4% despite tenant bankruptcies.
Biggest Revenue Drivers
Total revenue: $132.6M+12.2% YoY
Rent commencements, contractual rent increases, and property acquisitions offset by higher uncollectible rental revenue and lease termination write-offs.
Largest Expense Items
Decrease primarily due to $5.3M reduction from accelerated depreciation of in-place leases and tenant improvements since prior year.
Increase driven by higher snow removal expenses compared to first quarter 2025.
Decrease from capitalized interest on development projects and lower unsecured line of credit balance, offset partially by new financings.
Lower employment expenses.
Watch Items from the Filing
- Two tenant bankruptcies impacting ~101K sf: Saks Global (Jan 2026) rejected one 27K sf lease generating $1.9M annual revenue; Wren Kitchens (Apr 2026) closed all US operations affecting 42K sf and $1.1M annual revenue.
- Portfolio occupancy at 89.9% as of March 31, 2026; 19 active development/redevelopment projects with $157.3M total cost, $66.8M unfunded remaining.
- Debt maturities of $123.1M due in remainder of 2026 (principally Town Brook, Rockaway River, and Hanover Commons); company refinancing options available via $642.1M unsecured credit capacity and $250M term loans.
- One lease termination agreement: Company paid $12.5M (Jan 7, 2026) with $12.5M additional payment expected Q2 2026; significant lease exit cost amid tenant market volatility.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q1 2026
$132.6M
Net Income
Q1 2026
$22.6M
Free Cash Flow
Q1 2026
$39.1M
ROIC
Q1 2026
1.7%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+6.1% YoYNet Income
+28.9% YoYOperating Income
EPS (Diluted)
+23.3% YoYTotal Assets
+0.0% YoYTotal Debt
Op. Cash Flow
+19.3% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2019 | FY 2017 |
|---|---|---|---|---|---|---|
| Revenue | $471.9M +6.1% | $445.0M +6.7% | $416.9M +4.8% | $397.9M +2.7% | $387.6M -4.8% | $407.0M |
| Net Income | $93.5M +28.9% | $72.6M -70.8% | $248.5M +438.2% | $46.2M -57.8% | $109.5M +63.3% | $67.1M |
| Operating Income | — | — | — | — | — | $161.8M |
| EPS (Diluted) | $0.74 +23.3% | $0.60 -71.6% | $2.11 +441.0% | $0.39 -57.1% | $0.91 +49.2% | $0.61 |
| Total Assets | $3.31B +0.0% | $3.31B +1.0% | $3.28B +10.2% | $2.98B +4.6% | $2.85B +0.9% | $2.82B |
| Total Debt | — | — | — | $1.69B +9.4% | $1.55B -1.2% | $1.56B |
| Operating Cash Flow | $182.7M +19.3% | $153.2M -6.0% | $163.0M +16.8% | $139.6M -10.7% | $156.4M -0.9% | $157.9M |
AI Insight: UE Financial Trends
Revenue growth accelerated to 13% sequential increase in Q1 2026, but operating cash flow remains volatile with wide quarterly swings.
• Revenue grew from $107M in Q2 2024 to $133M in Q1 2026, with notable acceleration in latest quarter.
• Net income highly volatile, ranging from $8M to $58M across quarters with no clear trajectory.
• Operating cash flow fluctuated between $33M and $56M over eight quarters without consistent trend.
⚠ Operating cash flow declined to $39M in Q1 2026 from $51M in Q4 2025 despite revenue growth.
⚠ Net income inconsistency suggests potential one-time items or asset sales affecting quarterly results.
AI Insight: UE Ratio Trends
Urban Edge shows highly volatile quarterly margins with operating margin swinging from 53.8% in Q2 2025 to 11.3% in Q4 2025, suggesting uneven operational performance.
• Operating margin peaked at 53.8% in Q2 2025 but declined sharply to 11.3% in Q4 2025.
• Net profit margin similarly volatile, reaching 50.8% in Q2 2025 before falling to 10.4% in Q4 2025.
• ROA improved sequentially from 1.5% in Q4 2025 to 2.7% in Q1 2026.
⚠ Extreme quarterly margin volatility suggests potential asset disposition timing or seasonal concentration risks.
⚠ TTM operating margin of 23.6% sits below the Q2 2025 peak of 53.8%, indicating sustainability questions.
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Available Research
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Top Institutional Holders of UE
BlackRock, Inc.
$460.4M23,041,901 shFMR LLC
$377.5M18,893,398 shVANGUARD PORTFOLIO MANAGEMENT LLC
$282.7M14,147,537 shSTATE STREET CORP
$142.9M7,153,130 shVANGUARD CAPITAL MANAGEMENT LLC
$113.5M5,682,244 shJENNISON ASSOCIATES LLC
$91.6M4,585,256 shResolution Capital Ltd
$78.7M3,940,938 shWESTWOOD HOLDINGS GROUP INC
$70.8M3,545,009 shGEODE CAPITAL MANAGEMENT, LLC
$67.6M3,383,103 shWELLINGTON MANAGEMENT GROUP LLP
$54.4M2,720,768 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $460.4M | 23,041,901 |
| FMR LLC | $377.5M | 18,893,398 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $282.7M | 14,147,537 |
| STATE STREET CORP | $142.9M | 7,153,130 |
| VANGUARD CAPITAL MANAGEMENT LLC | $113.5M | 5,682,244 |
| JENNISON ASSOCIATES LLC | $91.6M | 4,585,256 |
| Resolution Capital Ltd | $78.7M | 3,940,938 |
| WESTWOOD HOLDINGS GROUP INC | $70.8M | 3,545,009 |
| GEODE CAPITAL MANAGEMENT, LLC | $67.6M | 3,383,103 |
| WELLINGTON MANAGEMENT GROUP LLP | $54.4M | 2,720,768 |
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Popular Research
Is UE a good stock to buy?
13F Pro's AI-powered analysis of Urban Edge Properties (UE) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Real Estate sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for UE are available on the UE stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own UE?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling UE. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Urban Edge Properties's investment landscape.