“We calculate NOI by adjusting net income to add back depreciation and amortization expense, general and administrative expenses, casualty and real estate impairment losses, interest and debt expense, income tax expense and non-cash lease expense, and deduct m…”10-Q · Aug 6, 2026 ↗
Urban Edge Properties
UE
Market read
Urban Edge Properties's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
- UE's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if UE's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 12 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- UE's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +6.1% year over year.
- Net margin changed +3.5 percentage points in the latest annual period.
- Diluted shares increased 3.7% in the latest annual period.
- EV/sales is 53% below the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 11, 2026
20.57Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“The following summarizes capital expenditures presented on a cash basis for the six months ended June 30, 2026 and 2025: Six Months Ended June 30, (Amounts in thousands) 2026 2025 Capital expenditures: Redevelopment and repositioning $ 33,373 $ 19,530 New dev…”10-Q · Aug 6, 2026 ↗
“The decrease is primarily attributable to: • $0.9 million increase in capitalized interest expense due to the commencement of development, redevelopment, and anchor repositioning projects, offset by project completions; and • $0.7 million decrease due to a lo…”10-Q · Apr 29, 2026 ↗
“We believe demand for our centers is, in part, driven by our portfolio being primarily concentrated in first-ring suburban areas within high household income communities and limited new construction, creating high barriers to entry.”10-K · Feb 11, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 5.5× · EV/sales 5.4×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for UE. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for UE. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind UE
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 2 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
UE is currently a Early Follower in the organic co-movement group Mixed Technology and Finance. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.
This group is retained as the last observed read for UE; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.