Urban Edge Properties operates a retail REIT with 186% free cash flow conversion and strong momentum above all moving averages, but 65% of assets are concentrated in the New York metropolitan area and the stock has already exceeded its analyst price target, eliminating meaningful upside.
Thesis pillars
- Nyc Metro Geographic Concentration→Stable
- Exceptional Fcf Conversion 186 Pct→Stable
- Strong Momentum Golden Cross→Stable
- +1 more pillar — see the Why tab for full reasoning
Urban Edge Properties (UE) Stock Analysis
Real Estate · REIT - Retail
Sell if holding. Analyst target reached at $23.00 — A.R:R is negative (-1.8) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Geographic: New York metropolitan area (65.0%).
Urban Edge Properties owns and manages 69 shopping centers, two outlet centers, and two malls totaling 17.2 million square feet of GLA at 90.1% consolidated occupancy, focused on the Washington D.C. to Boston corridor. Revenue comes from fixed and variable lease rents from... Read more
Sell if holding. Analyst target reached at $23.00 — A.R:R is negative (-1.8) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Geographic: New York metropolitan area (65.0%). Chart setup: No clear chart pattern; technical signals are mixed. Score 5.4/10, moderate confidence.
Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 32d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.
Recent developments
updated 2026-07-07Recent Developments — Urban Edge Properties
Latest news
- NEWS UBS Maintains Neutral on Urban Edge Properties, Raises Price Target to $22 — benzinga May 18, 2026 positive
- NEWS Evercore ISI Group Maintains In-Line on Urban Edge Properties, Raises Price Target to $22 — benzinga Apr 30, 2026 positive
- NEWS Earnings Scheduled For April 29, 2026 — benzinga Apr 29, 2026 neutral
Generated 2026-07-07T12:21:44Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHGeographicNew York metropolitan area65%10-K Item 1A: 'our New York metropolitan area properties in the aggregate generated approximately 65% of our annualized base rent as of December 31, 2025'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
1 floor-breaker
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
Sell if holding. Analyst target reached at $23.00 — A.R:R is negative (-1.8) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Geographic: New York metropolitan area (65.0%). Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $21.55. Score 5.4/10, moderate confidence.
Take-profit target: $23.42 (+3.6% upside). Prior stop was $21.55. Stop-loss: $21.55.
Concentration risk — Geographic: New York metropolitan area (65.0%); Analyst target reached - limited upside remaining; Leverage penalty (D/E 1.3): -0.5.
Urban Edge Properties trades at a P/E of 27.0 (forward 45.3). TrendMatrix value score: 4.2/10. Verdict: Sell.
15 analysts cover UE with a consensus score of 4.1/5. Average price target: $24.
What does Urban Edge Properties do?Urban Edge Properties owns and manages 69 shopping centers, two outlet centers, and two malls totaling 17.2 million...
Urban Edge Properties owns and manages 69 shopping centers, two outlet centers, and two malls totaling 17.2 million square feet of GLA at 90.1% consolidated occupancy, focused on the Washington D.C. to Boston corridor. Revenue comes from fixed and variable lease rents from tenants including grocers, discounters, big-box retailers, and entertainment operators; TJX Companies is the largest tenant at 5.6% of 2025 revenue.