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Dec 31, 2025
UDR Q4 2025 Earnings Report
UDR, Inc. announced its fourth quarter and full-year 2025 results, establishing 2026 guidance ranges and increasing its dividend.
Key Takeaways
UDR, Inc. reported strong fourth quarter and full-year 2025 results, with FFOA per share and Same-Store growth exceeding original expectations. The company also announced a dividend increase and provided optimistic guidance for 2026, driven by positive operating momentum and easing supply pressures.
Net Income per diluted share for Q4 2025 was $0.67, compared to $(0.02) in Q4 2024, showing significant improvement.
FFO per diluted share increased by 29% year-over-year to $0.62 in Q4 2025.
Same-Store Net Operating Income (NOI) grew by 1.7% year-over-year in Q4 2025.
The company repurchased approximately 2.6 million shares of its common stock for $92.8 million during the quarter.
Forward Guidance
UDR, Inc. anticipates continued positive operating momentum in 2026, with easing supply pressures and sustained affordability of apartments. The company expects sequential earnings growth throughout the year.
Positive Outlook
- Positive operating momentum is expected to continue into 2026.
- Easing supply pressures are anticipated to benefit the market.
- Apartment affordability remains attractive compared to other housing forms.
- The company is well-positioned for lower levels of competing new supply.
- Strategic adjustments to lease expirations and a high-occupancy strategy are expected to drive blended lease rate growth.
Challenges Ahead
- General market and economic conditions could adversely affect occupancy levels and rental rates.
- Inflation/deflation could impact rental rates and property operating expenses.
- Availability of capital and stability of capital markets could pose risks.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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