UDR, Inc. (UDR)

In the past six months (August 2025 - February 2026), UDR's stock performance has seen some fluctuations. As of February 5, 2026, UDR shares were trading at $37.13, reflecting a 13.29% decline over the last 52-week period, but the stock is up 1.2% year-to-date in 2026. UDR reported its Q3 2025 earnings, beating the earnings per share (EPS) estimate by $0.32, which led to a 0.21% increase in the share price the following trading session. The company is set to announce its Q4 and full-year 2025 results on February 9, 2026, with analysts anticipating an EPS of $0.35. Analyst consensus for UDR is currently a "Hold," based on ratings from 23 analysts, with an average one-year price target of $40.8, suggesting a potential 8.48% upside.

Demand for UDR's products and services, primarily apartment rentals, exhibits seasonality. The company strategically aligns lease expirations with peak leasing months to capitalize on stronger rent growth and aims to maintain higher occupancy rates during slower periods. While there was a slowdown in tenant demand and rental increases after highs in 2021-2022, a return to rent growth was observed in January after seasonal declines in November and December. UDR made a strategic shift of 5% of lease expirations away from the softer fourth quarter of 2025 to optimize revenue.

UDR, Inc. is a leading multifamily real estate investment trust (REIT) and S&P 500 company that manages, buys, sells, develops, and redevelops real estate properties in targeted U.S. markets. The company's major products consist of rental income from luxury and mid-market apartment homes and property management services. As of September 30, 2025, UDR owned or held an ownership position in 60,535 apartment homes, with an additional 300 homes under development.

UDR, Inc. has a diversified geographic footprint across 21 markets within the United States, focusing on high-demand, high-barrier-to-entry regions, particularly in coastal and sunbelt markets. Key areas of operation include the Mid-Atlantic, Northeast, and West Coast, with a presence in major metropolitan areas such as New York City, Los Angeles, Washington D.C., the San Francisco Bay Area, and Tampa. As of December 31, 2024, UDR owned interests in 169 apartment communities, making it the 15th largest owner of apartments in the U.S.

In the past year, UDR has maintained a strong brand reputation, marked by several accolades and a focus on corporate responsibility. The company was recognized by Institutional Investor, named a 2024 National Top Workplaces winner in the Real Estate Industry, achieved a Sector Leader designation by GRESB, and was included in Newsweek's list of America's Most Responsible Companies in 2023. UDR published its seventh annual Corporate Responsibility Report in October 2025, highlighting environmental achievements and a low associate turnover rate, demonstrating a commitment to sustainability and employee satisfaction.

UDR, Inc. has significant institutional ownership, with 1068 institutional owners holding a total of 366,340,833 shares as of recent filings. Major institutional shareholders as of September 30, 2025, include Vanguard Group Inc., BlackRock, Inc., Cohen & Steers, Inc., State Street Corp, and Fmr Llc. Norges Bank Investment Management also holds a substantial stake as of June 30, 2025. Individual insider ownership is relatively small, with individual insiders holding approximately 0.444% of shares. Thomas Toomey, Chairman, President, and CEO, sold 25,000 shares in February 2025.