UDR is a residential REIT with 205% free cash flow conversion relative to reported earnings, a Rule of 40 score of 61, and a Piotroski F-Score of 7, but consecutive earnings misses and a price that has already reached its analyst target eliminate the near-term entry case.
Thesis pillars
- Elite Free Cash Conversion 205 Pct↓Deteriorating
- Consecutive Earnings Misses↑Improving
- Above 200 Day Golden Cross→Stable
- +1 more pillar — see the Why tab for full reasoning
UDR, Inc. (UDR) Stock Analysis
Real Estate · REIT - Residential
Hold if already holding. Not a fresh buy at $38.30, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.6): -1.0.
UDR, Inc. owns and operates 165 multifamily apartment communities totaling 55,240 apartment homes across 21 U.S. markets, spanning coastal and sunbelt locations. Revenue is generated through residential leases, with Same-Store revenue growth of 2.4% and NOI growth of 2.3% in... Read more
Hold if already holding. Not a fresh buy at $38.30, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.6): -1.0. Chart setup: No clear chart pattern; technical signals are mixed. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Score 5.6/10, moderate confidence.
Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 90d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: moderate.
About UDR, Inc.
About UDR, Inc.
UDR's 55,240-home multifamily portfolio, spread across 165 communities in 21 U.S. markets at December 31, 2025, generated Same-Store revenue growth of 2.4% and Same-Store NOI growth of 2.3% during 2025. Net income attributable to common stockholders reached $372.9 million, up from $84.8 million in 2024, driven largely by higher disposition gains and lower depreciation. The portfolio spans both coastal and sunbelt locations, with an urban/suburban property mix of approximately 32%/68%.
UDR earns revenue primarily through short-term residential leases — the majority with initial terms of 12 months or less — which allows the company to reprice units at each renewal cycle. This structure can accelerate revenue recovery in rising-rent markets but also exposes results to faster rent declines when market conditions soften. UDR reports in two segments: Same-Store Communities (acquired and stabilized before January 1, 2024, with no planned substantial redevelopment) and Non-Mature Communities/Other. The company supplements direct ownership through unconsolidated joint ventures and a Debt and Preferred Equity Program; the company received $204.2 million in distributions from unconsolidated ventures in 2025, including $97.3 million from preferred equity repayments. Capital structure includes both secured and unsecured debt, with the term loan extended to January 31, 2029 during the year. The A/B quality split of approximately 44%/56% distributes exposure across tenant income cohorts.
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Lease maturity risk is moderated by the short-duration structure, but the same brevity means that roughly 22% of leases at a given time can roll within months. The 10-K notes that because the majority of apartment leases have initial terms of 12 months or less, rental revenues are impacted by declines in market rents more quickly than if leases were for longer terms. Additionally, several of UDR's highest-weighted markets — California, New York, and Washington D.C. — operate under active rent stabilization or control frameworks, which could prevent the company from raising rents to offset increases in operating costs.
See also: Real Estate · REIT - Residential
From UDR, Inc.'s most recent 10-K filing, extracted June 16, 2026.
Recent developments
updated 2026-07-31Recent Developments — UDR, Inc.
Latest news
- NEWS UDR Inc. stock outperforms competitors on strong trading day - MarketWatch — MarketWatch positive
- NEWS UDR ($UDR) Releases Q1 2026 Earnings - Quiver Quantitative — Quiver Quantitative neutral
- NEWS Apartment landlord UDR shifts to monthly dividends after $150M buyback - Stock Titan — Stock Titan positive
- NEWS Exclusive: UDR to become first residential REIT to offer monthly dividends - Investing.com — Investing.com positive
- NEWS UDR earnings up next: Can apartment REIT weather profit slide? - Investing.com — Investing.com neutral
Generated 2026-07-31T04:23:33Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
2 floor-breakers·1 ceiling hit
Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static
Momentum below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Hold if already holding. Not a fresh buy at $38.30, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.6): -1.0. Chart setup: No clear chart pattern; technical signals are mixed. Multiple concerning factors. Consider reducing position. | News modifier +2 (SELL_IF_HOLDING → HOLD_IF_HOLDING) Target $41.01 (+7.1%), stop $36.91 (−3.8%), A.R:R -0.2:1. Score 5.6/10, moderate confidence.
Take-profit target: $41.01 (-1.2% upside). Target $41.01 (+7.1%), stop $36.91 (−3.8%), A.R:R -0.2:1. Stop-loss: $36.91.
Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.6): -1.0; Expensive valuation.
UDR, Inc. trades at a P/E of 26.5 (forward 70.9). TrendMatrix value score: 3.4/10. Verdict: Hold.
28 analysts cover UDR with a consensus score of 3.4/5. Average price target: $42.
What does UDR, Inc. do?UDR, Inc. owns and operates 165 multifamily apartment communities totaling 55,240 apartment homes across 21 U.S....
UDR, Inc. owns and operates 165 multifamily apartment communities totaling 55,240 apartment homes across 21 U.S. markets, spanning coastal and sunbelt locations. Revenue is generated through residential leases, with Same-Store revenue growth of 2.4% and NOI growth of 2.3% in 2025; the company also holds interests in 12,167 additional apartment homes through unconsolidated joint ventures.