BTIG initiates Urban Edge Properties stock with Buy rating on growth potential

Published 11/08/2025, 12:08
BTIG initiates Urban Edge Properties stock with Buy rating on growth potential

Investing.com - BTIG initiated coverage on Urban Edge Properties (NYSE:UE) with a Buy rating and a price target of $23.00 on Monday. The company, currently trading at $19.31 with a market capitalization of $2.43 billion, has demonstrated strong profitability according to InvestingPro data.

The research firm cited the company’s solid growth opportunity through its existing portfolio, redevelopment potential, and new investments expected in the coming year as key factors behind the positive outlook.

BTIG highlighted that Urban Edge’s portfolio of more than 70 properties is predominantly concentrated in the Northeast Corridor, representing over 90% of annual base rent. This concentration provides above-average population density compared to peers, while maintaining comparable median household incomes.

The firm projects Urban Edge will achieve funds from operations (FFO) per share of $1.42 in 2025 and $1.50 in 2026, representing growth of 6.0% and 5.6%, respectively. Currently, the stock trades at 12.9 times earnings, slightly below the peer group average of approximately 13.1 times.

BTIG expects Urban Edge’s valuation to improve as the company normalizes occupancy, continues to drive solid lease spreads, and identifies new investment opportunities, all contributing to above-average FFO per share growth.

In other recent news, Urban Edge Properties reported a significant earnings beat for the second quarter of 2025, with earnings per share reaching $0.46, surpassing the forecast of $0.09. However, the company’s revenue came in slightly below expectations at $114.08 million. Additionally, Urban Edge Properties has declared a regular quarterly dividend of $0.19 per common share, payable on September 30, 2025, to shareholders of record on September 15, 2025. In another development, the company secured a $123.6 million interest-only, non-recourse mortgage on a portion of its Shoppers World property in Framingham, Massachusetts. The four-year loan was converted to a fixed interest rate of 5.12%, with part of the proceeds used to pay off a $90 million outstanding balance on its line of credit. These recent developments highlight Urban Edge’s strategic financial maneuvers and operational performance.

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