UDR
UDR, Inc.
Real Estate · Multi-Family Residential REITs · US
$36.91
Close 2025-12-31
✗ ETHICAL FAIL

MODERATE MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$13.7B
Trailing P/E
25.10
Forward P/E
61.50
Rev Growth
+4.2%
Profit Margin
27.8%
ROE
12.4%
Analyst Target
$40.26
Recommendation
BUY
About UDR, Inc.

UDR, Inc. is a S&P 500 company, is a leading multifamily real estate investment trust with a demonstrated performance history of delivering superior and dependable returns by successfully managing, buying, selling, developing and redeveloping attractive real estate properties in targeted U.S. markets. As of December 31, 2025, UDR owned or had an ownership position in 60,941 apartment homes, including 300 apartment homes under development. For over 53 years, UDR has delivered long-term value to shareholders, the best standard of service to residents and the highest quality experience for associates. UDR, Inc. was incorporated in 1972 and is based in Highlands Ranch, United States.

Opportunity Summary
Trading at $37, 208% above fair value of $12. Moderate competitive position. Fails ethical screen (Debt ratio). Ranks better than 12% of screened stocks.
Ethical Screen
Business ActivityPASS
Debt Ratio (0.57%)FAIL
Cash Ratio (0.08%)PASS
Receivables Ratio (0.01%)PASS
Revenue Ratio (0.01%)PASS
OverallFAIL
Score Ethical: 10.0
Score Valuation: 16.5
Score Quality: 41.0
Score Combined: 26.9
Fair Value Est: $12.00 · Margin of Safety: -67.5% · Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation23.9
Quality33.6
Cash Flow92.5
Moat50.0
Balance Sheet47.0
Debt Purity0.0
Liquid Purity74.7
Rev Purity77.6
Compliance44.8
Tier: WATCH · Score: 30.3 · Rank: #4972
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-07-290.13Pending--
2026-04-290.130.48+269.7%
2026-02-090.160.67+331.6%
2025-10-290.130.12-6.3%
2025-07-300.130.07-49.4%
2025-04-300.140.23+64.7%
2025-02-050.030.03-8.3%
2024-10-300.100.08-15.5%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$425.8M$189.8M$416.5M$110.2M$78.1M0.58
2025-12-31$433.1M$222.9M$456.1M$121.3M$85.9M0.67
2025-09-30$431.9M$40.4M$267.0M$114.8M$78.1M0.12
2025-06-30$425.4M$37.7M$259.7M$115.8M$80.8M0.11
2025-03-31$421.9M$76.7M$298.4M$112.2M$77.6M0.23
2024-12-31
Insider Transactions
DateNameRoleSharesValue
2026-02-12BENSON KEITHOfficer12,330--
2026-02-12BRAGG DAVID D.Chief Financial Officer6,741--
2026-02-12TOOMEY THOMAS WChief Executive Officer92,646--
2026-01-02GOITIA ELLEN M.Director5,451$200.0K
2026-01-02CATTANACH KATHERINE ADirector4,088$150.0K
2026-01-02MCNAMARA ROBERT ADirector5,451$200.0K
2025-12-30TOOMEY THOMAS WChief Executive Officer110,000$3.9M
2025-10-10GROVE JON ARTHURDirector120,000--
2025-07-23BRAGG DAVID D.Chief Financial Officer24,384$1000.0K
2025-03-28TOOMEY THOMAS WChief Executive Officer125,000$5.5M
Top Institutional Holders
HolderSharesValue% Held
Blackrock Inc.36.2M$1.4B0.1%
Vanguard Portfolio Management LLC26.3M$998.2M0.1%
Capital Research Global Investors25.6M$974.1M0.1%
State Street Corporation21.6M$819.3M0.1%
Cohen & Steers Inc.20.8M$789.3M0.1%
Vanguard Capital Management LLC20.5M$778.1M0.1%
FMR, LLC13.7M$520.8M0.0%
Invesco Ltd.13.7M$520.8M0.0%
Geode Capital Management, LLC8.8M$332.8M0.0%
CenterSquare Investment Management LLC8.4M$318.1M0.0%
Analyst Recommendations
3 Months Ago
1
7
12
22 analysts
2 Months Ago
1
7
12
22 analysts
Last Month
1
7
12
22 analysts
Current
1
7
12
22 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
$19.1B
Price/Book
3.82
Beta
0.717
Analysts
21
Total Revenue (TTM)
$1.8B
Total Debt
$5.8B
Earnings Growth
+151.6%
Dividend Yield
469.0%
Rec. Mean
2.45
Short Ratio
4.37
Short % Float
0.1%
Employees
1,420

Elite Intelligence

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Trade Consideration
The Opportunity
Score 26.9 (P8 — top 92.5% of scored tickers). Moderate Moat. Ethical FAIL. 21 analysts at Buy.
Price: $36.91 | Target: $40.26 (+9%) | Fair Value: $12.00 (+-67%)
Score
27
Moat
MODERATE
Conviction
Standard
Upside
+9%
The Fundamentals
Revenue Growth+4.2%
Profit Margin0.0%
ROE12.4%
Forward P/E61.5
Market Cap$13.7B
Earnings Track Record
DateEstimateReportedSurprise
2026-07-29$0.13Pending
2026-04-29$0.13$0.48+269.7%
2026-02-09$0.16$0.67+331.6%
2025-10-29$0.13$0.12-6.3%
2025-07-30$0.13$0.07-49.4%
2025-04-30$0.14$0.23+64.7%
Position Sizing Scenarios
Stop: $31.37 (-15%) | Entry: $36.91
SharesCostProfit to TargetR:R
To Consensus ($40.26, 21 analysts)
10$369.10+$33.50 (9%)0.6R
50$1,845.50+$167.50 (9%)0.6R
100$3,691.00+$335.00 (9%)0.6R
To Fair Value ($12.00)
10$369.10+$-249.10 (-67%)-4.5R
50$1,845.50+$-1,245.50 (-67%)-4.5R
100$3,691.00+$-2,491.00 (-67%)-4.5R
Risk Factors
  • Elevated short interest (4.37 days to cover)
  • Valuation stretched on forward earnings
The Verdict
UDR, Inc. holds a moderate competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

B
Quant Score
63.6
Risk Grade
LOW_RISK
Layers
8
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-2.0%
worst expected daily loss, 19 in 20 days
CVaR 95%
-3.0%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
0.29
above 1.0 is good
Max Drawdown
-24.9%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
90
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
BELOW_200
Bollinger Position
NEAR_UPPER
Beta
Relative Volume
0.9x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
50.0%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
TickerCorrelation
EQR0.890
CPT0.885
ESS0.883
AVB0.871
MAA0.864
Inverse Correlated
TickerCorrelation
4326.SR-0.189
9590.SR-0.185
SUKOON.AE-0.167
ALEC.AE-0.160
4083.SR-0.159
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Tuesday
Worst Day
Thursday
Best Month
Nov
Worst Month
Oct
Fri-Mon Effect
0.04039149803229164
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
+1.0%
Beat Drift Positive %
33.3%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
+9.4%
3M Return
+2.6%
6M Return
+12.3%
12M Return
-0.6%
Momentum Rank
#1783
Momentum Signal
UP

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