Jennison Associates LLC Has $51.09 Million Stock Holdings in Urban Edge Properties $UE

Jennison Associates LLC raised its stake in Urban Edge Properties (NYSE:UE) by 3.7% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,662,054 shares of the real estate investment trust’s stock after purchasing an additional 95,007 shares during the period. Jennison Associates LLC’s holdings in Urban Edge Properties were worth $51,085,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the stock. State of New Jersey Common Pension Fund D boosted its position in shares of Urban Edge Properties by 6.4% during the 4th quarter. State of New Jersey Common Pension Fund D now owns 134,971 shares of the real estate investment trust’s stock worth $2,590,000 after purchasing an additional 8,137 shares in the last quarter. M&T Bank Corp acquired a new position in shares of Urban Edge Properties during the fourth quarter worth approximately $296,000. Pictet Asset Management Holding SA raised its position in shares of Urban Edge Properties by 12.7% during the fourth quarter. Pictet Asset Management Holding SA now owns 22,629 shares of the real estate investment trust’s stock worth $434,000 after purchasing an additional 2,558 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH lifted its holdings in shares of Urban Edge Properties by 68.1% in the 4th quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 169,824 shares of the real estate investment trust’s stock worth $3,259,000 after purchasing an additional 68,812 shares in the last quarter. Finally, Vert Asset Management LLC lifted its holdings in shares of Urban Edge Properties by 2.9% in the 4th quarter. Vert Asset Management LLC now owns 53,474 shares of the real estate investment trust’s stock worth $1,026,000 after purchasing an additional 1,511 shares in the last quarter. Institutional investors and hedge funds own 94.94% of the company’s stock.

Urban Edge Properties Stock Up 1.8%

Shares of NYSE:UE opened at $21.89 on Friday. The business’s 50 day moving average is $20.88 and its 200 day moving average is $19.96. Urban Edge Properties has a 12-month low of $17.46 and a 12-month high of $22.26. The stock has a market cap of $2.76 billion, a price-to-earnings ratio of 25.46 and a beta of 1.02. The company has a quick ratio of 1.74, a current ratio of 2.08 and a debt-to-equity ratio of 1.21.

Urban Edge Properties (NYSE:UE) last released its quarterly earnings results on Wednesday, April 29th. The real estate investment trust reported $0.18 EPS for the quarter, beating analysts’ consensus estimates of $0.12 by $0.06. Urban Edge Properties had a return on equity of 7.80% and a net margin of 22.20%.The business had revenue of $132.62 million during the quarter, compared to analyst estimates of $119.45 million. Urban Edge Properties has set its FY 2026 guidance at 1.480-1.52 EPS. On average, sell-side analysts forecast that Urban Edge Properties will post 1.5 earnings per share for the current fiscal year.

Urban Edge Properties Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 31st. Stockholders of record on Friday, March 13th were issued a $0.21 dividend. This is an increase from Urban Edge Properties’s previous quarterly dividend of $0.19. This represents a $0.84 annualized dividend and a dividend yield of 3.8%. The ex-dividend date was Friday, March 13th. Urban Edge Properties’s dividend payout ratio is currently 112.00%.

Urban Edge Properties News Roundup

Here are the key news stories impacting Urban Edge Properties this week:

• Positive Sentiment: Q1 results beat analyst expectations: UE reported $0.18 EPS vs. $0.11 consensus and revenue of $132.6M vs. $98.8M consensus; management highlighted solid profitability (22.2% net margin). Urban Edge Properties Reports First Quarter 2026 Results
• Positive Sentiment: Funds-from-operations (FFO) guidance was upgraded following the quarter, supporting REIT cash-flow expectations and investor valuation models. Urban Edge Properties (UE) Valuation After Strong Q1 Results And Upgraded Funds From Operations Guidance
• Positive Sentiment: Management tone on the earnings call was constructive — executives signaled a confident growth path and reiterated execution plans that underpinned upside to operating metrics. Urban Edge Properties Signals Confident Growth Path
• Neutral Sentiment: Earnings call/transcript coverage provides detail on leasing, portfolio performance and capital allocation for investors doing deeper diligence; no material surprises beyond the beats and guidance. Urban Edge Properties (UE) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: FY2026 EPS guidance set to $1.48–1.52 (consensus ~1.50) — guidance is supportive but largely in line with street expectations, suggesting limited surprise to forward estimates. Urban Edge Properties Q1 results & guidance (MarketBeat)
• Negative Sentiment: Valuation and balance-sheet considerations: UE trades at a P/E ~25.5 and has a debt/equity around 1.2 — investors should weigh the recent rally and elevated multiples against REIT-sector peers and interest-rate sensitivity. Urban Edge Properties (UE) Valuation After Strong Q1 Results And Upgraded Funds From Operations Guidance

Wall Street Analyst Weigh In

A number of analysts have commented on the stock. Weiss Ratings upgraded shares of Urban Edge Properties from a “buy (b-)” rating to a “buy (b)” rating in a research note on Wednesday. UBS Group dropped their price objective on shares of Urban Edge Properties from $21.00 to $20.00 and set a “neutral” rating on the stock in a research note on Thursday, January 8th. Finally, Morgan Stanley boosted their target price on shares of Urban Edge Properties from $21.00 to $22.00 and gave the stock an “equal weight” rating in a research report on Monday, January 5th. Two analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $22.00.

Urban Edge Properties Profile

Urban Edge Properties is a publicly traded real estate investment trust (REIT) that specializes in owning, operating and developing grocery-anchored shopping centers. The company was formed in January 2017 as a spin-off from Regency Centers Corporation, establishing an independent platform focused on urban and densely populated markets. As a fully integrated REIT, Urban Edge oversees the acquisition, financing, leasing, redevelopment and management of its retail properties.

The company’s portfolio comprises predominantly open-air shopping centers anchored by national and regional supermarket operators.