UDR, Inc. · REIT (real estate trust)

UDR

Low riskNext report: Around Feb 8, 2027 (est.)

View price ↗

The short version

A profitable company with steady sales.

Going well

Raised its dividend (4.8% yield)
Profitable every year for 10 years
Brings in more cash than it spends

Money moves

No insider buying or selling in the last 30 days
Institutions added 4% to their holdings in the quarter ending June 2026 (236 bought, 285 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$35.71-0.4% that day

Company value: $11.6B; Share price times all shares
Price vs profit (P/E): 24.3x; You pay about $24 for each $1 of yearly profit
Price vs sales: 6.8x; Company value is 6.8 times a year of sales
Dividend yield: 4.8%; Yearly dividend as a share of today's price
Cash vs value: 0%; Cash as a share of company value
Debt vs value: 50%; Debt as a share of company value

From UDR's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Mar '26

$425.8M+0.9% vs a year earlier

Jun '23Tap a barMar '26

Last 12 months: $1.7B, up 2.1% from the 12 months before. Over 5 years, sales grew about 6.6% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of UDR. Starting points are the company's recent numbers.

Sales growth+2% a yearRecently: +2.1% a yearProfit margin29%Last 12 months: 28.6%P/E at the end24xToday: 24.3x. Many steady companies trade at 12x to 25xShare count change+1% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$1.9B

Profit in 5 years$550M

Price these guesses point to$38.62+8.1% vs $35.71 todayAbout +1.6% a year, before dividends

What today's price needs: with a 29% margin and a 24x P/E, sales would have to grow about 0.4% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/6Mixed

MissReturn on equity 15%+Earns a lot on the money owners have in the business.11.2%
MissDebt under half of equityNot relying on borrowed money.1.77x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.22.1%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$902.9M
MissShare count not growingNot diluting owners. Falling means buybacks.+2.6% in 3 years

Revenue: $1.7B; +2.4% vs prior year
5-year growth: +6.6%/yr; revenue, per year
Total debt: $5.8B; 1.77x equity
Free cash flow: $902.9M; 52.7% of revenue

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.

Latest quarter

New results, as stated in the press release

Reported Oct 21Before open8:05 am ET

EPS: $0.67

Revenue and EPS as the company states them. Margins, cash flow and share count fill in with the 10-Q.

Insider rating

Last 90 days

No open-market insider buys or sells in the last 90 days.

Weekly insider trend

No trades to chart yet.

Filing buzz

Last 7 days vs normal

67/ 100

This week: 1
Normal week: 0.5
vs normal: 2.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Steady+4.0%

Institutions added 4.0% to their holdings. 236 bought, 285 sold.

Shares held by institutions338.1M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

-0.4%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

1.7x · $5.7B debt

Shares outstandingLatest reported

325M

Earnings reports

Last 12

Next reportAround Feb 8, 2027 (est.)Estimated from the same quarter last year

Results filedOct 21
Results filedJul 27
Results filedApr 29
Results filedFeb 9
Results filedOct 29, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

5%+ holder update (passive)Aug 14 · View filing ↗Big holder 5%+ holder update (passive)Jul 30 · View filing ↗Big holder Offering prospectusJul 21 · View filing ↗Offering

Insider trades

Open-market buys and sells, last 90 days

No open-market buys or sells in 90 days. Grants and option exercises are left out.

"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.

Latest filings

Straight from SEC EDGAR

Earnings resultsOct 21 · Form 8-K ↗Investor disclosureSep 9 · Form 8-K ↗5%+ holder update (passive)Aug 14 · Form SCHEDULE 13G/A ↗5%+ holder update (passive)Jul 30 · Form SCHEDULE 13G/A ↗Quarterly reportJul 28 · Form 10-Q ↗Earnings resultsJul 27 · Form 8-K ↗

Shares withheld for taxesDavid D. BraggSVP - Chief Financial Officer

2,134 shares at $39.48 · $84K

-7% of holdings
Now owns 27,892 shares
Filed 1 day after trade

Jul 23Form 4 ↗

Offering prospectusJul 21 · Form 424B3 ↗5%+ holder update (passive)Jul 8 · Form SCHEDULE 13G/A ↗

SoldThomas W ToomeyChairman, President and CEO, Director

80,000 shares at $39.25 · $3.1M

-9% of holdings
Now owns 810,455 shares
Not a pre-planned sale
Filed 3 days after trade

Jun 5Form 4 ↗

Planned insider saleJun 5 · Form 144 ↗Investor disclosureMay 29 · Form 8-K ↗Shareholder vote resultsMay 27 · Form 8-K ↗5%+ holder update (passive)May 15 · Form SCHEDULE 13G/A ↗New 5%+ holder (passive)May 14 · Form SCHEDULE 13G ↗

Source: SEC EDGAR filings. For informational purposes. Not investment advice.

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