UDR Inc. remains attractively valued, trading at 14.6x forward P/FFO and offering a 4.6% well-covered dividend yield. UDR demonstrates high occupancy, tenant retention, and disciplined cost management, driving incremental cash flow and operational stability. Management is recycling capital via net real estate sales and share repurchases at discounts to NAV, while maintaining a BBB+ balance sheet and $1 billion liquidity.
UDR, Inc. (UDR) Q4 2025 Earnings Call Transcript
UDR posts Q4 FFOA of 64 cents, matching estimates, as higher occupancy lifts same-store NOI despite softer lease rates and a slight revenue miss.
While the top- and bottom-line numbers for UDR (UDR) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
UDR (UDR) came out with quarterly funds from operations (FFO) of $0.64 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.63 per share a year ago.
UDR gears up to report Q4 results as revenues and FFO per share are expected to rise despite soft apartment demand and elevated supply.
Besides Wall Street's top-and-bottom-line estimates for UDR (UDR), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.
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UDR expands its LaSalle JV by $230M to $850M, adding 974 units and unlocking about $200M in cash to boost flexibility and long-term growth.
UDR Inc. (UDR) is a well-managed Apartment REIT offering a reliable 4.9% yield, trading at a 23% discount to fair value. UDR benefits from strong tenant retention, stable A- and B-quality suburban assets, and steady NOI growth, supported by macro tailwinds favoring multifamily rentals. Balance sheet metrics are solid, with a 28% debt ratio, sector-best 3.4% weighted average interest rate, and prudent debt maturity profile.
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 posts higher Q3 FFOA and raises full-year guidance, fueled by rent growth and resilient same-store NOI performance.