Urban Edge Properties (UE)

Urban Edge Properties' stock experienced a "Golden Star Signal" on July 9, 2025, and completed a $250 million follow-on equity offering in August 2025. The company reported strong third-quarter 2025 results on October 29, 2025, with FFO as adjusted increasing by 4% and same-property NOI increasing by 4.7%, also raising its full-year 2025 FFO as Adjusted guidance by $0.01 per share. On the same day, Urban Edge announced the acquisition of Brighton Mills Shopping Center in Allston, MA, for $39 million, and declared a quarterly common dividend of $0.19 per share on November 6, 2025. Despite these positive results, the stock price declined by 9.96% between December 23, 2024, and December 19, 2025, and fell by 2.53% in the 10 days leading up to January 12, 2026, with a "sell signal" issued from a pivot top point on December 15, 2025, and from both short and long-term Moving Averages as of January 12, 2026.

The demand for Urban Edge Properties' retail leasing is influenced by the seasonality of the retail and entertainment real estate sectors, with the period from October to December being critical due to major holidays. Retail spaces may experience heightened demand during the holiday shopping season, while leasing activity for non-retail spaces might slow in November. Urban Edge Properties adapts properties to changing foot traffic patterns and tenant mix adjustments in urban districts to address these seasonal demands.

Urban Edge Properties is a REIT specializing in the acquisition, ownership, redevelopment, and management of retail real estate, operating within the Real Estate sector, specifically in the Diversified REIT and Retail industry. The company's portfolio, as of September 30, 2025, comprised 68 shopping centers, two outlet centers, and two malls, totaling approximately 17.1 million square feet. Revenue is generated primarily through rent and expense reimbursements from a diversified tenant base, with no single tenant accounting for more than 10% of total revenue.

Urban Edge Properties focuses on retail real estate in urban communities, primarily concentrated in the densely populated and supply-constrained Washington, D.C. to Boston corridor, with a strategic emphasis on economically vibrant regions, including the New York metropolitan area. Specific properties are located in Walnut Creek, CA, Sunrise Mall, NY, Brighton Mills Shopping Center in Allston, MA, and Bergen Town Center in Paramus, New Jersey.

Urban Edge Properties aims to improve retail real estate, generating attractive risk-adjusted returns while enhancing communities through strategic leasing, redevelopment, and acquisitions. The company's annual reports have a usefulness score of 4.8 out of 5.0, suggesting a positive perception of its transparency. The company bolstered community connections by helping alleviate food insecurity in June 2024. In December 2025, there was news regarding the redevelopment of Bergen Town Center, and in January 2026, Tommy's Tavern & Tap expanded to Ledgewood and Paramus, indicating ongoing tenant activity.

Urban Edge Properties has a diverse ownership structure, with approximately 72.64% of the company's stock owned by Institutional Investors, 0.08% by Insiders, and 27.28% by Public Companies and Individual Investors. Another source indicates that approximately 42.19% of the company's stock is owned by Institutional Investors, 0.08% by Insiders, and 30.45% by Public Companies and Individual Investors. Major institutional shareholders include BlackRock, Inc., Vanguard Group Inc, Fmr Llc, iShares Core S&P Small-Cap ETF, and State Street Corp.