UDR
UDR, Inc.Evidence as of 2026-09-03Overview · UDR, Inc.
UDR, Inc. (NYSE: UDR), an S&P 500 company, is a leading multifamily REIT with a demonstrated performance history of delivering superior and dependable returns by successfully managing, buying, selling, developing and redeveloping attractive real estate communities in targeted U.S. markets. As of December 31, 2022, UDR owned or had an ownership position in 58,390 apartment homes including 554 homes under development.…
Management team
- Philip J. Curry · VP of Information & SecurityFind on LinkedIn
- Kristen N. Nicholson · Vice President of Sales & RevenueFind on LinkedIn
- Mr. David G. Thatcher · Senior VP & General CounselFind on LinkedIn
- Mr. Trent Nathan Trujillo · Vice President of Investor RelationsFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.4 on a −2 to +2 scale.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The desk’s constructive read (Constructive +0.4 of a possible +2; confidence high) rests on a cluster of consistent quarter-level results. Reported revenues in Q1 2026 (fiscal quarter ended 2026-04-27) were 425,849,000 USD, roughly flat versus 421,948,000 USD in Q1 2025 (fiscal quarter ended 2025-04-28) and slightly below 431,864,000 USD in Q3 2025 (fiscal quarter ended 2025-10-27). Operating income in Q1 2026 was 229,805,000 USD and net income was 189,831,000 USD, with diluted EPS of 0.57 USD per share; weighted-average diluted shares fell to 330,294,000 in Q1 2026 from 331,717,000 in Q1 2025 and common shares outstanding declined to 324,915,653 as of 2026-04-27.
The company repurchased 100,000,000 USD of common stock in Q1 2026, long-term debt declined to 5,663,316,000 USD as of 2026-03-31, and the desk’s valuation inputs show trailing twelve-month free cash flow of 614,897,000 USD (FCF per share 1.8617), price/FCF of 19.65, EV/EBITDA of 14.8, trailing P/E of 35.52 (EPS TTM 1.03), an enterprise value of 17,550,679,743 USD, and an implied FCF growth rate of 8.58% at the current price. Ownership and news items noted several new or increased institutional stakes in the second quarter of 2026 and coverage on dividends and valuation across outlets.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Reported revenues were 425,849,000 USD for fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo), compared with 431,864,000 USD in fiscal Q3 2025 (2025-07-01 to 2025-09-30, 3mo) and 421,948,000 USD in fiscal Q1 2025 (2025-01-01 to 2025-03-31, 3mo).
XBRL companyfacts · 0000074208-26-000049Operating income was 229,805,000 USD in fiscal Q1 2026 (2026-01-01 to 2026-03-31, 3mo), after 7,639,000 USD in fiscal Q3 2025 (2025-07-01 to 2025-09-30, 3mo), 77,389,000 USD in fiscal Q2 2025 (2025-04-01 to 2025-06-30, 3mo), and 122,195,000 USD in fiscal Q1 2025 (2025-01-01 to 2025-03-31, 3mo).
XBRL companyfacts · 0000074208-26-000049Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Nothing in this slice of the evidence rose to a claim — a quiet read, which itself is information.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
No computed signal history for this symbol yet — signals need roughly 70 trading days of price history.
Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02T13:45:47.228469+00:00, UDR was a holding in the IVV ETF at a weight of 0.02% of that fund.
ETF constituents · market dataThe provided record timestamp for the ETF membership entry is 2026-09-02T13:45:47.228469+00:00.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
Multiple 2nd-quarter Form 13F-based reports published on 20–27 August 2026 note new or increased institutional stakes in United Dominion Realty Trust, Inc., including HSBC (1,009,608 shares), Connor Clark & Lunn (519,196 shares) and GSA Capital Partners (16,937 shares).
News · thelincolnianonline.com · 2026-08-27Additional SEC-filing coverage from the same publisher reports IEQ Capital LLC acquiring a new position of 30,703 shares in the second quarter of 2026.
News · thelincolnianonline.com · 2026-08-27Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The model finds an implied free cash flow (FCF) growth rate of 8.58% that today's price would justify under the stated discount and terminal assumptions.
Valuation inputs · SEC XBRL + stored EOD closePrice-to-FCF (price / FCF) based on trailing twelve-month FCF is 19.65.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
Several company-reported fundamentals point to improving profitability and capital returns: operating income and net income jumped meaningfully in fiscal Q1 2026 versus prior quarters (fundamentals-1, fundamentals-2), diluted EPS rose materially year-over-year (fundamentals-3), and the company increased share repurchases while reducing shares outstanding (fundamentals-4, fundamentals-5). Balance-sheet and cash-flow inputs show declining long-term debt (fundamentals-6) alongside a sizable trailing-12-month free cash flow figure and FCF per share (valuation-4), which together support a constructive read on cash-generation and deleveraging. Some valuation multiples (EV/EBITDA 14.8 and price/FCF ~19.6) imply the market is assigning a premium, but the firm-level improvements in operating profitability, buybacks, and debt reduction are directly observable signals that favorably read against critiques focused exclusively on headline revenue stability. The most tenuous evidence items are coverage pieces emphasizing short-term price action or single-outlet filing aggregation (news-3, news-4) and dividend/payout concerns framed by a single outlet (news-2); these are weaker company-specific data points compared with the audited filing numbers.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.38
20 surviving claims rest on 9 distinct sources; the heaviest analyst carries 35% of them, and 100% of what the desk raised survived the debate.
The surviving set leans on a small number of distinct sources (9) with one analyst contributing a large share of the desk's claims; that raises moderate source- and analyst-concentration risk. The filings-based financial claims are the most robust (direct SEC filings), while valuation-model outputs and repeated press items from the same publisher are more fragile because they depend on modeling assumptions and duplicated reporting rather than independent primary records.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
12 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.9 to the score
1 holdings record
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.0 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on UDR Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.