US · Real Estate

UDR stock analysis: filings, institutional holders, and operating trends

UDR, Inc. operates in the Multi-Family Residential REITs industry within the Real Estate sector and is a constituent of the S&P 500. This page connects filing evidence with ownership, insider activity, forecasts, ETFs, and peer context so each dataset can be checked against the others.

Deterministic, source-linked commentary

The current research read on UDR

The newest reported numbers give UDR a clearer starting point. 10-Q covers CY2026Q1. quarterly revenue was $2.5M; year-over-year growth was 19.7%; operating margin was 9090.4%; trailing free cash flow was $603.3M. Read together, these figures test whether scale is translating into profit and cash. Verify periods and company footnotes in the original SEC EDGAR filing.

No single dataset settles the UDR research case. Use institutional ownership, insider filings alongside the filing. Company facts can update before 13F positions, so align every source date and report period before treating a difference as a change in fundamentals.

Business model

Company snapshot

UDR, Inc. operates in the Multi-Family Residential REITs industry within the Real Estate sector and is a constituent of the S&P 500. The latest standardized snapshot records $9.61M of trailing revenue, $344.63M of net income, and $603.33M of free cash flow. These figures describe the reported company, while valuation and price require a separate market-data timestamp.

Operating lines

UDR

A named product, service, or operating exposure identified in the company description.

Inc

A named product, service, or operating exposure identified in the company description.

Geographic revenue mix

The current standardized filing dataset does not extract a comparable geographic revenue table for every issuer. Review the latest 10-K segment note for domestic and international mix, concentration, foreign-exchange sensitivity, and country-specific regulation.

10-Q · 2026-04-30

What the latest filing shows

Form: 10-Q Period: CY2026Q1 Filed: 2026-04-30 CIK: 0000074208

Revenue for the latest standardized quarter was $2.53M, while diluted EPS was 0.57. Revenue changed 19.7% from the comparable period. Gross margin was N/A and operating margin was 9,090.4%. Margin direction matters because it shows whether growth is translating into operating leverage or requiring more cost to support.

Open original SEC filing

CY2026Q1

Earnings analysis

PeriodRevenueNet incomeEPSOperating margin
CY2026Q1$2.53M$189.83M0.579,090.4%
TTM$9.61M$344.63M1.035,263.8%
CY2025$11.36M$377.7MSee filing4,872.9%

The standardized data shows revenue growth of 19.7%, an operating margin of 5,263.8%, and a net margin of 3,586.9%. Without a dedicated earnings article, the original filing remains the primary source for management guidance and expectation comparisons.

Real Estate

Peer comparison

CompanyTTM revenueRevenue growthOperating marginTracked holders
UDRUDR, Inc.$9.61M19.7%5,263.8%0
CPTCamden Property Trust$9.83M-13.8%N/A0
ESSEssex Property Trust$9.39M-7.3%9,608.9%0
AVBAvalonBay Communities$7.04M5.2%28,858.1%0
INVHInvitation Homes$103.97M53.1%248.8%0
EXRExtra Space Storage$129.18M9%1,091%0
CCICrown Castle$211M-2%955.9%0

UDR's 19.7% revenue growth and 5,263.8% operating margin should be read against peers using the same reporting definitions. A higher margin may reflect pricing power or business mix, while a lower margin can reflect investment, cyclicality, or weaker economics.

10-K · 2026-02-17

Key risk factors disclosed in the latest 10-K

The categories below are a deterministic research checklist anchored to UDR, Inc.'s industry and latest annual filing. They summarize areas investors should locate in Item 1A; they do not replace the company's exact legal disclosure.

  • Demand and product-cycle risk: Multi-Family Residential REITs can experience changing customer demand, replacement cycles, and competitive product launches that affect revenue timing.
  • Competition and execution: Market share depends on product quality, pricing, distribution, innovation, and management's ability to convert investment into durable customer demand.
  • Supply chain and counterparties: Supplier concentration, logistics disruption, component availability, and customer concentration can affect delivery schedules, costs, and working capital.
  • Regulation and litigation: Antitrust, privacy, securities, labor, tax, environmental, and industry-specific rules may change costs or restrict products and business practices.
  • Financial and market risk: Foreign exchange, interest rates, credit conditions, investment values, and capital-allocation decisions can affect reported earnings and valuation.
Review the original 10-K risk disclosures

Shareholder returns

Dividend and buyback history

Dividend

UDR, Inc. reported $560.97M of dividends paid over the trailing period and $141.27M in the latest standardized quarter. These are company cash outflows, not a per-share forward yield.

Share buybacks

The standardized snapshot does not currently expose a reliable repurchase authorization and share-count bridge for every issuer. Compare diluted shares outstanding across filings and read the capital-return note before concluding that buybacks reduced the share base.

Research workflow

Common research questions about UDR

Who is the largest tracked institutional holder of UDR?

The current tracked-manager sample does not identify an active UDR holder. The UDR ownership page will reflect a matching position when one enters the filing dataset.

What does recent insider activity show for UDR?

No recent Form 4 transaction appears in the current UDR window. Check the UDR Form 4 history for later company-officer or director filings.

What business does UDR, Inc. operate?

UDR, Inc. The UDR company snapshot connects that business description with reported revenue, profit, and cash flow.

How does UDR compare with a close operating peer?

UDR's revenue growth is 19.7% and its operating margin is 5263.8%. Compare those figures with CPT research using the same definitions.

What do the latest financials say about UDR?

10-Q reports $9.6M of trailing revenue, with revenue growth of 19.7% and an operating margin of 5263.8%. The supporting period and source are listed in the UDR filing section.

How strong is UDR's cash return profile?

UDR, Inc. reported $561.0M of trailing dividends paid alongside $603.3M of free cash flow. The UDR capital-return section separates company cash outflows from a forward per-share yield.

Which reported changes matter most for the UDR outlook?

Without a dedicated forecast, the key UDR evidence is the direction of revenue, margin, cash flow, and company guidance. The UDR earnings section keeps those reported changes together.

Primary and reference data

Sources and methodology

  • Filings: SEC EDGAR CompanyFacts, 10-K, 10-Q, 8-K, Form 4, 13F-HR.
  • Fundamentals: SEC EDGAR CompanyFacts; market references may use yfinance and Finnhub where explicitly available.
  • ETF: Issuer disclosures and the locally dated ETF holdings snapshot.

Methodology: How SnowballHare parses and validates data.
Editorial standards: How research is published.
Disclaimer: Informational only; not investment, legal, or tax advice. Cross-check material facts against original filings before acting.

Reference notes

Data notes

Reporting dates

Use filing dates, report periods, and source links together for UDR. A company filing, a 13F disclosure, a Form 4 transaction, and an earnings release can describe different time windows, so the date beside each row matters before comparing signals.

Ownership context

13F rows are delayed public long-equity snapshots from a selected manager universe. They are useful for seeing which tracked institutions reported exposure, but they do not show every hedge, short position, cash balance, or trade made after the quarter ended.

Insider transactions

Form 4 activity should be read by transaction type, role, value, and remaining ownership. Open-market purchases and sales are different from grants, option exercises, gifts, or tax withholding, and the original SEC filing is still the controlling document.

Earnings and forecasts

Earnings pages and forecast pages are linked when a supported article exists. Treat those pages as context for reported numbers, guidance, margins, and scenario assumptions, then return to the table data when you need the underlying source date or filing trail.