UDR, Inc. (UDR) Q3 2025 Earnings Call Transcript
UDR, Inc. ( UDR ) Q3 2025 Earnings Call October 30, 2025 12:00 PM EDT Company Participants Trent Trujillo - Vice President of Investor Relations Tom Toomey - Chairman, President & CEO Michael Lacy - Senior VP & COO David Bragg - Senior VP & CFO Christopher Van ens Andrew Cantor Conference Call Participants Nicholas Joseph - Citigroup Inc., Research Division Sanketkumar Agrawal - Evercore ISI Institutional Equities, Research Division James Feldman - Wells Fargo Securities, LLC, Research Division Richard Hightower - Barclays Bank PLC, Research Division Jana Galan - BofA Securities, Research Division Austin Wurschmidt - KeyBanc Capital Markets Inc., Research Division Ami Probandt - UBS Investment Bank, Research Division Adam Kramer - Morgan Stanley, Research Division John Pawlowski - Green Street Advisors, LLC, Research Division Alexander Goldfarb - Piper Sandler & Co., Research Division Julien Blouin - Goldman Sachs Group, Inc., Research Division John Kim - BMO Capital Markets Equity Research Alex Kim - Zelman & Associates LLC Presentation Operator Ladies and gentlemen, greetings, and welcome to the UDR Inc. Third Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.
UDR's Q3 FFOA Beats Estimates, Revenues & Same-Store NOI Grow
UDR posts higher Q3 FFOA and raises full-year guidance, fueled by rent growth and resilient same-store NOI performance.
UDR Set to Report Q3 Earnings: What's in Store for the Stock?
UDR's diversified portfolio and tech upgrades are set to lift Q3 performance, though rising rental supply may have tempered gains.
UDR: Poised For Strong Returns
Despite a stable operating performance, UDR shares have meaningfully underperformed the broader market. While new supply has hampered rent growth, a falloff in supply from 2026 and beyond is supportive of stronger rent and NOI growth. UDR trades at a discount to its own historical trading range, multifamily peers, and recent private market transactions, suggesting shares are meaningfully undervalued.
UDR: Steady Growth And Strong Dividends At A Discount
UDR is a high-quality multifamily REIT trading at a discounted valuation with a diversified portfolio and strong operating fundamentals. Recent results show above-guidance revenue and NOI growth, improved tenant retention, and disciplined cost management, supporting a reliable 4.4% dividend yield. Supply headwinds in Sunbelt markets are expected to ease, positioning UDR for a return to mid-single-digit FFO growth and potential valuation upside.
UDR, Inc. (UDR) Q2 2025 Earnings Call Transcript
UDR, Inc. (NYSE:UDR ) Q2 2025 Earnings Conference Call July 31, 2025 12:00 PM ET Company Participants Joseph D. Fisher - Chief Investment Officer & President Michael D.
UDR's Q2 FFOA & Revenues Beat Estimates, Same-Store NOI Grows
UDR posts better-than-expected Q2 results and lifts 2025 FFOA guidance, fueled by higher lease rates and NOI growth.
UDR (UDR) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
Although the revenue and EPS for UDR (UDR) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
UDR (UDR) Beats Q2 FFO and Revenue Estimates
UDR (UDR) came out with quarterly funds from operations (FFO) of $0.64 per share, beating the Zacks Consensus Estimate of $0.62 per share. This compares to FFO of $0.62 per share a year ago.
UDR Set to Report Q2 Earnings: What to Expect From the Stock?
UDR readies to report Q2 earnings, with modest revenue growth expected, but FFO per share is likely to have remained flat year over year.
UDR: Rental Market Softening Justifies Recent Underperformance
UDR has weathered sector turbulence due to its focus on legacy markets with less supply, but recent performance lags broader indices amid renewed apartment sector pressures. Apartment supply is declining, supporting gradual rent growth, but recent nationwide rent softness and weak markets like Texas add downside risk to the outlook. The REIT's strong occupancy, healthy balance sheet, and exposure to high-barrier markets support its secure 4.1% dividend, but fundamentals remain tepid and growth is modest.
Why Is UDR (UDR) Down 3% Since Last Earnings Report?
UDR (UDR) reported earnings 30 days ago. What's next for the stock?
