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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for UDR, Inc. (UDR) is 5/10.
UDR posted Q1 FFO as adjusted of $0.62 per share with same-store revenue growth of 0.9% and blended lease rate growth of 1.6%, the highest across its apartment REIT peer group. Full-year 2026 FFOA guidance of $2.52 was maintained unchanged as resident retention reached an all-time high driving renewal outperformance, and San Francisco and New York delivered outsized growth as market leaders. Capital recycling proceeded at record pace with $362M in dispositions funding share buybacks, and a monthly dividend transition was announced to attract high-net-worth and family office investors.
Scored from UDR, Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $423M | +2.3% | $-0.02 | -119.6% | 15.7% | -1.2% | $174M |
| FY2025 Q1 | $422M | +2.0% | $0.23 | +76.9% | 29.0% | 18.2% | $94M |
| FY2025 Q2 | $425M | +2.4% | $0.11 | +31.0% | 18.2% | 8.9% |
| $170M |
| FY2025 Q3 | $432M | +2.8% | $0.11 | +70.0% | 17.7% | 9.4% | $164M |
| FY2025 Q4 | $433M | +2.5% | $0.67 | +3645.0% | 19.8% | 51.5% | $475M |
| FY2026 Q1 | $426M | +0.9% | $0.57 | +147.8% | 54.0% | 44.6% | $84M |
| FY2026 Q2 | $425M | 0.0% | $0.21 | +90.9% | 27.2% | 16.2% | $45M |