UBS Assigns Neutral Rating to Urban Edge Properties in Recent Coverage
UBS Coverage Initiation: UBS has initiated coverage of Urban Edge Properties (UE) with a Neutral rating, highlighting strong growth prospects but cautioning about tenant risks, particularly with at-risk retailers like Kohl's.
Financial Projections: Analyst Michael Goldsmith forecasts a 6% growth in funds-from-operations (FFO) for 2025, which is above the average of peers, supported by a significant pipeline of new leases.
Tenant Risk Concerns: Urban Edge's high exposure to vulnerable retailers and a substantial percentage of "watchlist tenants" raises concerns about tenant stability, despite the attractive demographics of its Northeast-focused portfolio.
Price Target and Outlook: UBS set a price target of $21 for Urban Edge, indicating a modest upside potential, while noting that the risk-reward scenario is balanced, with limited catalysts until tenant risks are addressed.
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Announcement of Dividend Distribution: Urban Edge Properties has announced its dividend distribution plan for 2025.
Details of the Dividend: The specifics regarding the amount and timing of the dividend distributions have been outlined in the announcement.
- Stock Price Analysis: UE's 52-week low is $15.66, while the high is $21.73, with the last trade at $19.37, indicating fluctuations within this range and reflecting market caution regarding its future performance.
- Market Trend Observation: The current price of $19.37 is approximately 89% of the 52-week high, suggesting a reasonable level of investor confidence in UE, though ongoing market dynamics should be monitored to assess future trends.
- Technical Indicator Reference: UE's stock price has crossed above its 200-day moving average, potentially attracting more investor interest, particularly among dividend stocks, indicating its potential investment value.
- Investor Sentiment Assessment: Although the current stock price has not reached the 52-week high, its stability and performance near the high may attract investors seeking stable returns, especially in the context of dividend stock selection.
- Earnings Release Schedule: Urban Edge Properties will release its Q4 2025 earnings prior to market open on February 11, 2026, highlighting the company's commitment to transparency and investor communication.
- Conference Call Details: The earnings call will take place at 8:30 AM ET on the same day, with interested parties able to dial 1-877-407-9716 to participate, enhancing interaction with investors.
- Webcast Availability: The earnings call will also be webcast, ensuring that investors unable to attend can still access the information, reflecting the company's comprehensive approach to information dissemination.
- Replay Service: A replay of the call will be available for one year post-event, allowing investors to revisit critical financial information, thereby strengthening the long-term relationship between the company and its investors.

- Earnings Release Schedule: Urban Edge Properties will release its Q4 2025 earnings prior to market open on February 11, 2026, which is expected to provide investors with insights into the company's financial performance and market dynamics.
- Conference Call Details: The company will host an earnings conference call at 8:30 AM ET on the same day, allowing interested parties to participate by dialing 1-877-407-9716, ensuring timely access to critical information for all stakeholders.
- Webcast Availability: The earnings call will also be available via webcast, accessible through the company's website, enhancing transparency and convenience for investors unable to attend the live session.
- Replay Service: For those unable to join the live call, a replay will be available through the provided link or by phone, ensuring ongoing access to important information and strengthening investor relations management.
Retail Landlords' Stability: Retail landlords are entering the next year on a strong footing, benefiting from robust consumer spending despite negative sentiment and tariff pressures.
Increase in Retail Space Demand: In the third quarter, retailers occupied 5.5 million more square feet than they vacated, indicating a significant recovery from earlier in the year when demand for store space was declining.
Urban Edge Properties Oversold Status: Urban Edge Properties (UE) shares have reached an oversold level with an RSI of 27.3, indicating potential exhaustion of recent selling pressure.
Current Share Price and Performance: The shares traded as low as $18.63, with a current price of $18.83, compared to a 52-week low of $15.66 and a high of $23.85.
Comparison with S&P 500 ETF: The RSI of the S&P 500 ETF (SPY) is significantly higher at 61.3, suggesting a contrasting market sentiment.
Investment Opportunity: Bullish investors may view the low RSI as a potential buying opportunity as the stock may be nearing a bottom.









