Inferra AI / Company / UE
Urban Edge Properties
UE · Real Estate
Last earnings Oct 28, 2026
Key results
Revenuequarter
$4.2 million
FFO for the three months ended September 30, 2025 also included higher non-cash revenue of $4.2 million, or $0.03 per diluted share, for the write-off of below-market lease intangibles related to tenants in bankruptcy.
SEC original ↗Urban Edge Properties — Earnings release (8-K exhibit)EX-99Oct 29, 2025
Same-property Net operating incomeytd
4.1 %
Same-Property Operating Results Compared to the Prior Year Period (3) 3Q25 YTD 2025 Same-property Net Operating Income ( NOI ) growth 4.1 % 4.6 % Same-property NOI growth, including properties in redevelopment 4.7 % 5.4 % Increases in same-property NOI metrics for the three and nine months ended September 30, 2025 were driven by rent commencements on new leases from our signed but not open pipeline and higher net recovery revenue.
SEC original ↗Urban Edge Properties — Earnings release (8-K exhibit)EX-99Oct 29, 2025
Same-property Net operating incomeQ3 2025
4.6 %
Same-Property Operating Results Compared to the Prior Year Period (3) 3Q25 YTD 2025 Same-property Net Operating Income ( NOI ) growth 4.1 % 4.6 % Same-property NOI growth, including properties in redevelopment 4.7 % 5.4 % Increases in same-property NOI metrics for the three and nine months ended September 30, 2025 were driven by rent commencements on new leases from our signed but not open pipeline and higher net recovery revenue.
SEC original ↗Urban Edge Properties — Earnings release (8-K exhibit)EX-99Oct 29, 2025
AI analysis
Q3 2025 · reported Oct 29, 2025
Based on: Earnings release + Q3 2025 deck + parent 8-K + 10-Q — transcript not held
Headline figures
| Metric | Q3 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $4.2 million | — | — |
| Same-property Net operating income | 4.6 % | — | — |
Guidance · company-stated
Direction: Raised
“With the favorable operating results, we are again raising our outlook for the full year, increasing our FFO as Adjusted guidance by $0.01 per share at the mid-point, reflecting expected annual growth of 6% versus last year.”
“2025 Outlook Based on the results for the first nine months of the year, the Company has raised its 2025 full-year guidance ranges for net income and FFO and updated its range for FFO as Adjusted, estimating net income of $0.73 to $0.75 per diluted share, FFO of $1.43 to $1.45 per diluted share and FFO as Adjusted of $1.42 to $1.44 per diluted share.”
“3 2025 Earnings Guidance The Company has raised its 2025 full-year guidance ranges for net income and FFO and updated its range for FFO as Adjusted, estimating net income of $0.73 to $0.75 per diluted share, FFO of $1.43 to $1.45 per diluted share and FFO as Adjusted of $1.42 to $1.44 per diluted share.”
“Previous Guidance Revised Guidance Net income per diluted share $0.70 - $0.74 $0.73 - $0.75 Net income attributable to common shareholders per diluted share $0.67 - $0.71 $0.70 - $0.72 FFO per diluted share $1.37 - $1.41 $1.43 - $1.45 FFO as Adjusted per diluted share $1.40 - $1.44 $1.42 - $1.44 The Company's 2025 full-year FFO outlook is based on the following assumptions Same-property NOI growth, including properties in redevelopment, of 5.0% to 5.5%, reflecting an increase from the previous assumption of 4.25% to 5.0%.”
Classified from the release's primary full-year outlook statement.
Capital allocation
As of September 30, 2025, the Company has limited debt maturities coming due through 2026 including one $23.3 million mortgage maturing in December 2025 and $114.2 million of mortgages maturing in December 2026, collectively aggregating $137.5 million, which represents approximately 8% of outstanding debt.
2 Total market capitalization of approximately $4.36 billion, comprised of 132.6 million fully-diluted common shares valued at $2.71 billion and $1.65 billion of debt.
Event summary
With the favorable operating results, we are again raising our outlook for the full year, increasing our FFO as Adjusted guidance by $0.01 per share at the mid-point, reflecting expected annual growth of 6% versus last year
Based on: Earnings release + Q3 2025 deck + parent 8-K + 10-Q — transcript not held
Guidance & outlook
Direction: Raised
Company outlook: “With the favorable operating results, we are again raising our outlook for the full year, increasing our FFO as Adjusted guidance by $0.01 per share at the mid-point, reflecting expected annual growth of 6% versus last year.”
Company outlook: “2025 Outlook Based on the results for the first nine months of the year, the Company has raised its 2025 full-year guidance ranges for net income and FFO and updated its range for FFO as Adjusted, estimating net income of $0.73 to $0.75 per diluted share, FFO of $1.43 to $1.45 per diluted share and FFO as Adjusted of $1.42 to $1.44 per diluted share.”
Company outlook: “3 2025 Earnings Guidance The Company has raised its 2025 full-year guidance ranges for net income and FFO and updated its range for FFO as Adjusted, estimating net income of $0.73 to $0.75 per diluted share, FFO of $1.43 to $1.45 per diluted share and FFO as Adjusted of $1.42 to $1.44 per diluted share.”
Company outlook: “Previous Guidance Revised Guidance Net income per diluted share $0.70 - $0.74 $0.73 - $0.75 Net income attributable to common shareholders per diluted share $0.67 - $0.71 $0.70 - $0.72 FFO per diluted share $1.37 - $1.41 $1.43 - $1.45 FFO as Adjusted per diluted share $1.40 - $1.44 $1.42 - $1.44 The Company's 2025 full-year FFO outlook is based on the following assumptions Same-property NOI growth, including properties in redevelopment, of 5.0% to 5.5%, reflecting an increase from the previous assumption of 4.25% to 5.0%.”
Company outlook — Raised (“Raises”)
“htm EX-99.1 Document Exhibit 99.1 Urban Edge Properties For additional information 12 East 49 th Street Mark Langer, EVP and New York, NY 10017 Chief Financial Officer 212-956-0082 FOR IMMEDIATE RELEASE Urban Edge Properties Reports Third Quarter 2025 Results -- Raises Mid-Point Guidance for Full-Year 2025 FFO as Adjusted -- NEW YORK, NY, October 29, 2025 - Urban Edge Properties (NYSE UE) (the Company ) today announced its results for the quarter ended September 30, 2025 and updated its outlook for full-year 2025.”
Company outlook — Raised (“raising”)
“With the favorable operating results, we are again raising our outlook for the full year, increasing our FFO as Adjusted guidance by $0.01 per share at the mid-point, reflecting expected annual growth of 6% versus last year.”
Company outlook — Raised (“raised”)
“2025 Outlook Based on the results for the first nine months of the year, the Company has raised its 2025 full-year guidance ranges for net income and FFO and updated its range for FFO as Adjusted, estimating net income of $0.73 to $0.75 per diluted share, FFO of $1.43 to $1.45 per diluted share and FFO as Adjusted of $1.42 to $1.44 per diluted share.”
Company outlook — Raised (“raised”)
“3 2025 Earnings Guidance The Company has raised its 2025 full-year guidance ranges for net income and FFO and updated its range for FFO as Adjusted, estimating net income of $0.73 to $0.75 per diluted share, FFO of $1.43 to $1.45 per diluted share and FFO as Adjusted of $1.42 to $1.44 per diluted share.”
Company outlook — Raised (“increase”)
“Previous Guidance Revised Guidance Net income per diluted share $0.70 - $0.74 $0.73 - $0.75 Net income attributable to common shareholders per diluted share $0.67 - $0.71 $0.70 - $0.72 FFO per diluted share $1.37 - $1.41 $1.43 - $1.45 FFO as Adjusted per diluted share $1.40 - $1.44 $1.42 - $1.44 The Company's 2025 full-year FFO outlook is based on the following assumptions Same-property NOI growth, including properties in redevelopment, of 5.0% to 5.5%, reflecting an increase from the previous assumption of 4.25% to 5.0%.”
Classified from the release's primary full-year outlook statement.
Capital allocation
As of September 30, 2025, the Company has limited debt maturities coming due through 2026 including one $23.3 million mortgage maturing in December 2025 and $114.2 million of mortgages maturing in December 2026, collectively aggregating $137.5 million, which represents approximately 8% of outstanding debt.
SEC original ↗Urban Edge Properties — Earnings release (8-K exhibit)EX-99Oct 29, 2025
2 Total market capitalization of approximately $4.36 billion, comprised of 132.6 million fully-diluted common shares valued at $2.71 billion and $1.65 billion of debt.
SEC original ↗Urban Edge Properties — Earnings release (8-K exhibit)EX-99Oct 29, 2025
Net debt to total market capitalization of 34%.
SEC original ↗Urban Edge Properties — Earnings release (8-K exhibit)EX-99Oct 29, 2025
(4) Net debt as of September 30, 2025 is calculated as total consolidated debt of $1.6 billion less total cash and cash equivalents, including restricted cash, of $145 million.
SEC original ↗Urban Edge Properties — Earnings release (8-K exhibit)EX-99Oct 29, 2025
Interest and debt expense ranging from $78.5 million to $79.5 million, reflecting a decrease on the high end from the previous assumption of $78.5 million to $80.5 million.
SEC original ↗Urban Edge Properties — Earnings release (8-K exhibit)EX-99Oct 29, 2025
Excludes items that impact FFO comparability, including gains and or losses on extinguishment of debt, transaction, severance, litigation, and other one-time items outside of the ordinary course of business.
SEC original ↗Urban Edge Properties — Earnings release (8-K exhibit)EX-99Oct 29, 2025
Strategy & priorities
Our team's continued execution resulted in over 340,000 sf of leasing transactions in the quarter, generating cash spreads of 21%, while we further advanced key growth initiatives.
SEC original ↗Urban Edge Properties — Earnings release (8-K exhibit)EX-99Oct 29, 2025
The grocery-anchored shopping center, aggregating 91,000 sf, is located less than one mile from Harvard Business School's main campus in an area that has seen extensive growth driven by Harvard's expansion and several new multi-family developments in the immediate area.
SEC original ↗Urban Edge Properties — Earnings release (8-K exhibit)EX-99Oct 29, 2025
ABOUT URBAN EDGE Urban Edge Prope rties is a NYSE listed real estate investment trust focused on owning, managing, acquiring, developing, and redeveloping retail real estate in urban communities, primarily in the Washington, D.
SEC original ↗Urban Edge Properties — Earnings release (8-K exhibit)EX-99Oct 29, 2025
ORGANIZATION Urban Edge Properties ( UE , Urban Edge or the Company ) (NYSE: UE) is a Maryland real estate investment trust focused on owning, managing, acquiring, developing, and redeveloping retail real estate in urban communities, primarily in the Washington, D.
SEC original ↗Urban Edge Properties — 10-Q Quarterly report10-QOct 28, 2026
Risks & headwinds
Excludes items that impact FFO comparability, including gains and or losses on extinguishment of debt, transaction, severance, litigation, and other one-time items outside of the ordinary course of business.
SEC original ↗Urban Edge Properties — Earnings release (8-K exhibit)EX-99Oct 29, 2025
The Company's projections are based on management s current beliefs and assumptions about the Company's business, and the industry and the markets in which it operates there are known and unknown risks and uncertainties associated with these projections.
SEC original ↗Urban Edge Properties — Earnings release (8-K exhibit)EX-99Oct 29, 2025
They represent our intentions, plans, expectations and beliefs and are subject to numerous assumptions, risks and uncertainties.
SEC original ↗Urban Edge Properties — Earnings release (8-K exhibit)EX-99Oct 29, 2025
Legal Proceedings 41 Item 1A.
SEC original ↗Urban Edge Properties — 10-Q Quarterly report10-QOct 28, 2026
Earnings deck slides
0 decks with slide viewUrban Edge Properties — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Urban Edge Properties — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Urban Edge Properties — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Urban Edge Properties — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Urban Edge Properties — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Urban Edge Properties — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Urban Edge Properties — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Urban Edge Properties — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Urban Edge Properties — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Urban Edge Properties — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Urban Edge Properties — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Urban Edge Properties — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
32 documents- Q3 2026
- 8-KUE
Oct 28, 2026
- 10-QUE
Oct 28, 2026
- Q2 2026
- 8-KUE
Aug 6, 2026
- 10-QUE
- Q1 2026
- 8-KUE
May 6, 2026
- 8-KUE
Apr 29, 2026
- 10-QUE
Apr 29, 2026
- Q4 2025
- 8-KUE
Feb 11, 2026
- 10-KUE
Feb 11, 2026
- 8-KUE
Jan 22, 2026
- Q3 2025
- 8-KUE
Oct 29, 2025
- 10-QUE
Oct 29, 2025
- Q2 2025
- 8-KUE
Aug 11, 2025
- 8-KUE
Jul 30, 2025
- 10-QUE
Jul 30, 2025
- Q1 2025
- 8-KUE
May 12, 2025
- 8-KUE
May 8, 2025
- 8-KUE
Apr 30, 2025
- 10-QUE
Apr 30, 2025
- Q4 2024
- 8-KUE
Feb 12, 2025
- 10-KUE
Feb 12, 2025
- Q3 2024
- 8-KUE
Oct 30, 2024
- 10-QUE
Oct 30, 2024
- Q2 2024
- 8-KUE
Jul 31, 2024
- 10-QUE
Jul 31, 2024
- 8-KUE
Jul 2, 2024
- Q1 2024
- 8-KUE
Jun 3, 2024
- 8-KUE
May 7, 2024
- 10-QUE
- 8-KUE
May 6, 2024
- Q4 2023
- 8-KUE
Feb 14, 2024
- 10-KUE
Feb 14, 2024
Earnings releases
13 documentsPresentations
12 documents
Transcripts
0 documentsNo transcripts for Urban Edge Properties are held in this edition of the library.
See also the earnings calendar for every tracked company’s next earnings date.