| UDR |
Report |
FFOA / share (Q2'26) |
IN-LINE |
pred ~$0.63 vs. cons $0.63 |
HIGH |
| UDR |
Report |
Same-store revenue growth (Q2'26 YoY) |
IN-LINE |
pred ~+1.8% vs. cons ~+1.5% |
MEDIUM |
| UDR |
Report |
Same-store NOI growth (Q2'26 YoY) |
IN-LINE |
pred ~+0.6% vs. cons ~+0.4% |
MEDIUM |
| UDR |
Guide |
FY26 FFOA / share guidance |
UNCHANGED |
guide ~$2.52 midpoint vs. cons $2.52 (FY2026) |
MEDIUM |
| UDR |
Guide |
FY26 same-store revenue growth guidance |
BETTER |
guide ~+1.5% midpoint vs. cons ~+1.25% (FY2026) |
LOW |
| UDR |
Guide |
FY26 same-store NOI growth guidance |
UNCHANGED |
guide ~+0.25% midpoint vs. cons ~+0.125% (FY2026) |
LOW |
| UDR |
Guide |
Dispositions / buyback (capital recycling) pace |
UNKNOWN |
guide ~$300-400M add'l dispo + buybacks vs. cons ~$300M (FY2026 sources/uses) |
LOW |
| UDR |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.0% |
— |
MEDIUM |
| UDR |
Return |
5-day cumulative residual |
-2.0% (FADE) |
De-risked, in-line print (FFOA ~$0.63) into a stock that already rallied ~17% off the March low and has stalled below its early-July high (~$41.24 -> $39.60), so limited room for upside surprise. A held (not raised) full-year guide plus a FY SS NOI midpoint of essentially zero means growth is coming from capital allocation, not organic NOI — out-period math gives estimates no reason to rise. Deepening Sunbelt softness (FL/Nashville) and narrowing buyback accretion (stock now well above the ~$36 avg repurchase price) tilt revisions flat-to-down, so an initial muted/negative reaction fades further rather than reverses. |
LOW |