UDR UDR, Inc. Common Stock
NYSE · Real Estate · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jul 28, 2026
$33.27
· of 52w range
· above low
· to high
$32.9452w low
$42.0052w high
Market Cap (MRQ)
$10.69B
P/E (TTM)
21.2
EPS (TTM)
$1.57
Revenue (TTM)
$1.72B
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52W Range
$33–$42
Analyst Rating
HOLD
Price Target
$41
P/E
21.2
ROE
16.7%
Net Profit Margin
30.4%
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UDR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$33.27
Market Cap (MRQ)
$10.69B
P/E (TTM)
21.2
EPS (TTM)
$1.57
Revenue (TTM)
$1.72B
Div Yield
5.2%
ROE (TTM)
16.7%
52W Range
$33–$42
UDR Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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Stock splits
| Ex-date | Split | Type |
|---|---|---|
| May 6, 1993 | 2-for-1 | Forward |
| Aug. 1, 1983 | 3-for-2 | Forward |
About UDR, Inc. Common Stock Company overview from Wikipedia
UDR Inc. (formerly United Dominion Realty) is a publicly traded real estate investment trust that invests in apartments. The company is organized in Maryland with its headquarters in Highlands Ranch, Colorado. As of December 31, 2024, the company owned interests in 169 apartment communities containing 55.696 apartment units in 21 markets in the United States.
It is the 15th largest owner of apartments in the United States and the 31st largest apartment property manager in the United States.
## History
The company was founded in Highlands Ranch, Colorado in 1972.
In October 1996, the company acquired South West Property for $312 million in common stock. At that time, South West owned 14,975 apartments and UDR owned 41,004 apartments.
In March 1998, the company acquired ASR Investments Corporation, which owned 7,550 apartments, for $313 million.
In December 1998, the company acquired American Apartment Communities II, which owned 14,001 apartments primarily in California, the Pacific Northwest, the Midwest and Florida.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
sectorReal Estate
industryReal Estate
employees1,420
countryUS
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$1.71B2016-12-31 → 2025-12-31
EPS$1.132016-12-31 → 2025-12-31
Free Cash Flow·2016-12-31 → 2018-12-31
Net margin30.4%2016-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | UDR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 21.25Y avg ≈100.4 | ≈100.4 | 42.4 | Undervalued | |
| P/S (TTM) | 6.25Y avg ≈9.3 | ≈9.3 | 7.3 | Overvalued | |
| P/B (MRQ) | 3.65Y avg ≈3.9 | ≈3.9 | 3.0 | Overvalued | |
| Price / Cash Flow | 12.15Y avg ≈17.8 | ≈17.8 | 13.9 | Fair value | |
| Price / Tangible Book | 3.35Y avg ≈4.0 | ≈4.0 | · | · | |
| PEG Ratio | ≈0.5 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | UDR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 40.8%5Y avg ≈25.1% | ≈25.1% | 17.8% | Top tier | |
| EBITDA Margin (TTM) | 79.8%5Y avg ≈68.5% | ≈68.5% | 27.2% | In line | |
| Pretax Margin (TTM) | 32.6%5Y avg ≈15.5% | ≈15.5% | · | · | |
| Net Profit Margin (TTM) | 30.4%5Y avg ≈14.4% | ≈14.4% | 13.7% | Top tier | |
| ROA (TTM) | 5.0%5Y avg ≈2.1% | ≈2.1% | 3.5% | In line | |
| ROE (TTM) | 16.7%5Y avg ≈6.3% | ≈6.3% | 7.7% | Top tier | |
| ROIC | 16.8%5Y avg ≈10.9% | ≈10.9% | · | · |
Financial Health Debt, liquidity, solvency — balance sheet strength
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | UDR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 2.4%5Y avg ≈6.8% | ≈6.8% | · | · | |
| Revenue CAGR 3Y | 4.1%5Y avg ≈7.5% | ≈7.5% | · | · | |
| Revenue CAGR 5Y | 6.7% | · | · | · | |
| EPS YoY | 334.6%5Y avg ≈152.7% | ≈152.7% | · | · | |
| Net Income YoY | 321.6%5Y avg ≈148.9% | ≈148.9% | · | · | |
| EPS CAGR 3Y | 63.2%5Y avg ≈44.4% | ≈44.4% | · | · | |
| EPS CAGR 5Y | 41.4% | · | · | · | |
| Net Income CAGR 3Y | 63.2%5Y avg ≈46.0% | ≈46.0% | · | · | |
| Net Income CAGR 5Y | 42.5% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | UDR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.25Y avg ≈0.1 | ≈0.1 | 0.1 | Top tier | |
| Revenue / Employee | ≈$1.2M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield5.2%
Payout Ratio150.3%
Annualized Payout≈$0.58
5Y Div CAGR≈3.6%
Growth Streak≈16
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 15, 2026 | $0.15 | USD | ≈3.7% |
| Aug 17, 2026 | $0.15 | USD | ≈4.3% |
| Jul 17, 2026 | $0.15 | USD | ≈3.6% |
| Apr 15, 2026 | $0.44 | USD | ≈4.9% |
| Jan 12, 2026 | $0.43 | USD | ≈4.8% |
| Oct 9, 2025 | $0.43 | USD | ≈4.8% |
| Jul 10, 2025 | $0.43 | USD | ≈4.2% |
| Apr 10, 2025 | $0.43 | USD | ≈4.3% |
| Jan 10, 2025 | $0.43 | USD | ≈4.2% |
| Oct 10, 2024 | $0.43 | USD | ≈3.9% |
| Jul 10, 2024 | $0.43 | USD | ≈4.2% |
| Apr 9, 2024 | $0.43 | USD | ≈4.4% |
| Jan 9, 2024 | $0.42 | USD | ≈4.4% |
| Oct 6, 2023 | $0.42 | USD | ≈4.6% |
| Jul 7, 2023 | $0.42 | USD | ≈3.8% |
| Apr 6, 2023 | $0.42 | USD | ≈3.8% |
| Jan 6, 2023 | $0.38 | USD | ≈3.9% |
| Oct 7, 2022 | $0.38 | USD | ≈4.0% |
| Jul 8, 2022 | $0.38 | USD | ≈3.3% |
| Apr 8, 2022 | $0.38 | USD | ≈2.5% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
86.9%
Next Report
Oct 27, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 28, 2026 | $0.21 | $0.12 | 82.0% |
| March 31, 2026 | $0.57 | $0.11 | 413.1% | |
| Dec. 31, 2025 | $0.08 | $0.15 | -47.6% | |
| Sept. 30, 2025 | $0.12 | $0.13 | -8.6% | |
| June 30, 2025 | $0.11 | $0.13 | -14.0% | |
| March 31, 2025 | $0.23 | $0.12 | 96.7% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.71B | $1.67B | $1.63B | $1.52B | $1.29B | $1.24B | $1.15B | $1.05B | $996M | $960M | $872M | $818M | |
| SG&A Expense | $85M | $84M | $70M | $64M | $58M | $50M | $52M | $47M | $49M | $50M | $60M | $48M | |
| Operating Expenses | $1.40B | $1.40B | $1.34B | $1.29B | $1.16B | $1.11B | $936M | $828M | $811M | $785M | $735M | $691M | |
| Operating Income | $554M | $285M | $635M | $251M | $268M | $249M | $221M | $355M | $228M | $401M | $160M | $127M | |
| Interest Expense | · | · | $181M | $156M | $186M | $203M | $171M | $134M | $129M | $123M | $122M | $130M | |
| Other Non-op | $19M | $-12M | $18M | $-7M | $15M | $6M | $15M | $7M | $2M | $2M | $2M | $12M | |
| Pretax Income | $405M | $97M | $477M | $93M | $162M | $72M | $203M | $222M | $132M | $332M | $102M | $1M | |
| Income Tax | $835.0K | $879.0K | $2M | $349.0K | $1M | $3M | $4M | $688.0K | $-240.0K | $12M | $-4M | $-15M | |
| Net Income | $378M | $90M | $444M | $87M | $150M | $64M | $185M | $203M | $122M | $293M | $340M | $154M | |
| EPS (Basic) | $1.13 | $0.26 | $1.34 | $0.26 | $0.49 | $0.20 | $0.63 | $0.74 | $0.44 | $1.09 | $1.30 | $0.60 | |
| EPS (Diluted) | $1.13 | $0.26 | $1.34 | $0.26 | $0.48 | $0.20 | $0.63 | $0.74 | $0.44 | $1.08 | $1.29 | $0.59 | |
| Shares (Basic) | 330,322,000 | 329,290,000 | 328,765,000 | 321,671,000 | 300,326,000 | 294,545,000 | 285,247,000 | 268,179,000 | 267,024,000 | 265,386,000 | 258,669,000 | 251,528,000 | |
| Shares (Diluted) | 331,053,000 | 330,116,000 | 329,104,000 | 322,700,000 | 301,703,000 | 294,927,000 | 286,015,000 | 269,483,000 | 268,830,000 | 267,311,000 | 263,752,000 | 253,445,000 | |
| EBITDA | $1.23B | $980M | $1.33B | $930M | $888M | · | $729M | $790M | $621M | $600M | $541M | $127M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1M | $1M | $3M | $1M | $967.0K | $1M | $8M | $185M | $2M | $2M | $7M | $15M | |
| Intangibles | $22M | $31M | $46M | $40M | $63M | $37M | $81M | · | · | · | · | · | |
| Total Assets | $10.61B | $10.90B | $11.37B | $11.04B | $10.78B | $9.64B | $9.64B | $7.71B | $7.73B | $7.68B | $7.66B | $6.83B | |
| Total Liabilities | $6.46B | $6.44B | $6.42B | $6.10B | $6.00B | $5.52B | $5.23B | $3.82B | $3.95B | $3.67B | $3.82B | $3.81B | |
| Long-term Debt | $5.82B | $5.83B | $5.80B | $5.49B | $5.41B | $4.98B | $4.71B | $3.55B | $3.67B | $3.40B | $3.57B | $3.57B | |
| Common Stock | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | |
| Paid-in Capital | $7.48B | $7.57B | $7.49B | $7.49B | $6.88B | $5.88B | $5.78B | $4.92B | $4.65B | $4.64B | $4.45B | $4.22B | |
| AOCI | $2M | $4M | $5M | $8M | $-4M | $-9M | $-10M | $-67.0K | $-3M | $-6M | $-13M | $-9M | |
| Stockholders' Equity | $3.29B | $3.44B | $3.99B | $4.10B | $3.44B | $3.23B | $3.36B | $2.91B | $2.83B | $3.09B | $2.90B | $2.74B | |
| Liabilities + Equity | $10.61B | $10.90B | $11.37B | $11.04B | $10.78B | $9.64B | $9.64B | $7.71B | $7.73B | $7.68B | $7.66B | $6.83B | |
| Shares Outstanding | 328,273,044 | 330,858,719 | 329,014,512 | 328,993,088 | 318,149,635 | 296,611,579 | 294,588,305 | 275,545,900 | 267,822,069 | 267,259,469 | 261,844,521 | 255,114,603 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $680M | $695M | $692M | $680M | $620M | $619M | $508M | $436M | $436M | $426M | $381M | $364M | |
| Stock-based Comp | $26M | $33M | $33M | $28M | $22M | $20M | $24M | $14M | $13M | $13M | $18M | $14M | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | $-5M | $25M | |
| Other Non-cash | $-181M | $59M | $-336M | $26M | $-128M | · | $-87M | $-92M | $-52M | $-195M | $-303M | · | |
| Operating Cash Flow | $903M | $877M | $833M | $820M | $664M | $604M | $631M | $561M | $519M | $537M | $459M | $397M | |
| CapEx | · | · | · | · | · | · | · | $5M | $1M | $4M | $4M | $5M | |
| Investing Cash Flow | $-151M | $-276M | $-289M | $-930M | $-1.27B | $-461M | $-1.69B | $-114M | $-407M | $-113M | $-265M | $-299M | |
| Stock Issued | · | · | $-551.0K | $630M | $899M | $102M | $725M | $300M | · | $173M | $210M | $100M | |
| Stock Repurchased | $118M | · | $25M | $49M | · | $20M | · | $20M | · | · | · | · | |
| Net Stock Activity | $-118M | · | $-26M | $581M | $899M | · | $725M | $280M | · | $173M | $111M | $102M | |
| Dividends Paid | $568M | $558M | $540M | $484M | $434M | $419M | $383M | $342M | $328M | $309M | $283M | $256M | |
| Financing Cash Flow | $-750M | $-600M | $-539M | $111M | $613M | $-153M | $880M | $-260M | $-112M | $-429M | $-202M | $-114M | |
| Net Change in Cash | · | · | · | · | · | · | · | · | $-74.0K | $-5M | $-8M | $-15M | |
| Taxes Paid | $1M | $1M | $2M | $1M | $5M | $1M | $2M | $625.0K | $2M | $693.0K | $-1M | $1M | |
| Free Cash Flow | · | · | · | · | · | · | · | $556M | $518M | $532M | $428M | $387M | |
| Levered FCF | · | · | · | · | · | · | · | $422M | · | · | $301M | $3.17B |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 32.3% | 17.0% | 39.0% | 16.5% | 20.8% | · | 19.2% | 33.9% | 18.7% | 18.2% | 17.8% | 15.5% | |
| Net Margin | 22.1% | 5.4% | 27.3% | 5.7% | 11.6% | · | 16.1% | 19.4% | 12.3% | 30.5% | 38.0% | 18.9% | |
| Pretax Margin | 23.6% | 5.8% | 29.3% | 6.1% | 12.6% | · | 17.6% | 21.2% | 9.0% | 11.0% | 11.4% | 0.14% | |
| EBITDA Margin | 72.0% | 58.6% | 81.5% | 61.3% | 68.8% | · | 63.3% | 75.5% | 63.1% | 62.5% | 60.5% | 15.5% | |
| ROA | 3.5% | 0.80% | 4.0% | 0.80% | 1.5% | · | 2.1% | 2.6% | 1.6% | 3.8% | 4.7% | 2.3% | |
| ROE | 11.2% | 2.4% | 11.0% | 2.3% | 4.5% | · | 5.9% | 7.1% | 4.1% | 9.8% | 12.1% | 5.6% | |
| ROIC | 16.8% | 8.2% | 15.8% | 6.1% | 7.7% | · | 6.5% | 12.2% | 6.6% | · | 5.7% | -99.0% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | 3.5 | 1.6 | 1.4 | · | 1.3 | 2.6 | · | 1.4 | 1.3 | 1.0 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $10.02 | $10.41 | $12.13 | $12.46 | $10.82 | · | $11.40 | $10.54 | $10.55 | $11.57 | $11.07 | $10.72 | |
| Revenue / Share | $5.17 | $5.06 | $4.95 | $4.70 | $4.28 | · | $4.03 | $3.88 | $3.66 | $3.59 | $3.39 | $3.23 | |
| Cash Flow / Share | $2.73 | $2.66 | $2.53 | $2.54 | $2.20 | · | $2.21 | $2.08 | $1.93 | $2.01 | $1.64 | $1.55 | |
| Cash / Share | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | · | $0.03 | $0.67 | $0.01 | $0.01 | $0.03 | $0.06 | |
| Dividend / Share | $1.72 | $1.70 | $1.68 | $1.52 | $1.45 | $1.44 | $1.37 | $1.29 | $1.24 | $1.18 | $1.11 | $1.04 | |
| Dividend Paid / Share | $1.72 | $1.70 | $1.64 | $1.50 | $1.45 | $1.42 | $1.35 | $1.28 | $1.23 | $1.16 | $1.09 | $1.01 | |
| EPS (TTM) | $1.13 | $0.26 | $1.34 | $0.26 | $0.48 | $0.20 | $0.63 | $0.74 | $0.44 | $1.08 | $1.29 | $0.59 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 2.4% | 2.7% | 7.3% | 17.6% | 4.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 4.1% | 9.0% | 9.4% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 6.7% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 334.6% | -80.6% | 415.4% | -45.8% | 140.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 63.2% | -18.5% | 88.5% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 41.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 321.6% | -79.8% | 411.2% | -42.1% | 133.4% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 63.2% | -15.8% | 90.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 42.5% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 6.2% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.71B | $1.67B | $1.63B | $1.52B | $1.29B | $1.24B | $1.15B | $1.05B | $996M | $960M | $872M | $818M | |
| Net Income TTM | $378M | $90M | $444M | $87M | $150M | $64M | $185M | $203M | $122M | $293M | $340M | $154M | |
| Market Cap | $12.04B | $14.36B | $12.60B | $12.74B | $19.09B | · | $13.76B | $10.92B | $10.32B | $9.75B | $9.84B | $7.86B | |
| P/E | 32.5 | 167.0 | 28.6 | 149.0 | 125.0 | 192.2 | 74.1 | 53.5 | 87.5 | 33.8 | 29.1 | 52.2 | |
| P/S | 7.0 | 8.6 | 7.7 | 8.4 | 14.8 | · | 11.9 | 10.4 | 10.4 | 10.2 | 11.3 | 9.6 | |
| P/B | 3.7 | 4.2 | 3.2 | 3.1 | 5.5 | · | 4.1 | 3.8 | 3.7 | 3.2 | 3.4 | 2.9 | |
| P / Tangible Book | 3.7 | 4.2 | 3.2 | 3.1 | 5.6 | 3.6 | · | · | · | · | · | · | |
| P / Cash Flow | 13.3 | 16.4 | 15.1 | 15.5 | 28.7 | · | 21.8 | 19.5 | 19.9 | 18.2 | 22.8 | 20.0 | |
| P / FCF | · | · | · | · | · | · | · | 19.6 | 19.9 | 18.3 | 23.0 | 20.3 | |
| Dividend Yield | 4.7% | 3.9% | 4.3% | 3.8% | 2.3% | · | 2.8% | 3.1% | 3.2% | 3.2% | 2.9% | 3.3% | |
| Earnings Yield | 3.1% | 0.60% | 3.5% | 0.67% | 0.80% | 0.52% | 1.4% | 1.9% | 1.1% | 3.0% | 3.4% | 1.9% | |
| Payout Ratio | 150.3% | 623.4% | 121.5% | 556.4% | 289.2% | · | 207.1% | 168.5% | 269.7% | 105.5% | 83.2% | 165.9% | |
| Annual Payout | $568M | $558M | $540M | $484M | $434M | $419M | $383M | $342M | $328M | $309M | $283M | $256M |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $425M | $426M | $433M | $432M | $425M | $422M | $423M | $420M | $415M | $414M | $413M | $410M | $405M | $400M | $400M | $391M | |
| SG&A Expense | $19M | $19M | $55M | $11M | $20M | $19M | $57M | $10M | $9M | $8M | $21M | $15M | $16M | $17M | $17M | $16M | |
| Operating Expenses | $345M | $353M | $350M | $356M | $348M | $348M | $356M | $350M | $347M | $351M | $344M | $332M | $334M | $333M | $336M | $328M | |
| Operating Income | $116M | $230M | $278M | $76M | $77M | $122M | $66M | $70M | $69M | $80M | $94M | $78M | $397M | $66M | $89M | $63M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $48M | · | $45M | $45M | $44M | · | $40M | |
| Other Non-op | $3M | $2M | $5M | $4M | $8M | $2M | $-31M | $6M | $6M | $6M | $9M | $-3M | $10M | $1M | $1.0K | $-7M | |
| Pretax Income | $74M | $203M | $238M | $44M | $40M | $82M | $-5M | $24M | $31M | $47M | $36M | $36M | $372M | $33M | $47M | $26M | |
| Income Tax | $429.0K | $455.0K | $37.0K | $382.0K | $258.0K | $158.0K | $312.0K | $-156.0K | $386.0K | $337.0K | $93.0K | $428.0K | $1M | $234.0K | $-683.0K | $377.0K | |
| Net Income | $69M | $190M | $223M | $40M | $38M | $77M | $-5M | $23M | $29M | $43M | $33M | $33M | $348M | $31M | $45M | $24M | |
| EPS (Basic) | $0.21 | $0.58 | $0.67 | $0.12 | $0.11 | $0.23 | $-0.01 | $0.06 | $0.08 | $0.13 | $0.10 | $0.10 | $1.05 | $0.09 | $0.14 | $0.07 | |
| EPS (Diluted) | $0.21 | $0.57 | $0.67 | $0.12 | $0.11 | $0.23 | $-0.01 | $0.06 | $0.08 | $0.13 | $0.10 | $0.10 | $1.05 | $0.09 | $0.14 | $0.07 | |
| Shares (Basic) | 322,958,000 | 327,301,000 | · | 330,668,000 | 330,778,000 | 330,628,000 | · | 329,421,000 | 329,056,000 | 328,823,000 | · | 328,760,000 | 328,957,000 | 328,789,000 | · | 324,701,000 | |
| Shares (Diluted) | 323,287,000 | 330,294,000 | · | 331,241,000 | 331,715,000 | 331,717,000 | · | 330,557,000 | 329,572,000 | 328,954,000 | · | 329,201,000 | 332,480,000 | 329,421,000 | · | 325,686,000 | |
| EBITDA | $116M | $394M | · | $76M | $77M | $291M | · | $70M | $69M | $254M | · | $78M | $397M | $239M | · | $63M |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1M | $1M | $1M | $1M | $2M | $1M | $1M | $2M | $3M | $2M | $3M | $2M | $2M | $1M | $1M | $2M | |
| Intangibles | · | · | $22M | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Total Assets | $10.27B | $10.33B | $10.61B | $10.60B | $10.65B | $10.75B | $10.90B | $11.08B | $11.12B | $11.19B | · | $11.42B | $11.09B | $10.97B | · | $11.10B | |
| Total Liabilities | $6.43B | $6.23B | $6.46B | $6.45B | $6.36B | $6.36B | $6.44B | $6.47B | $6.37B | $6.33B | · | $6.36B | $6.03B | $6.14B | · | $6.23B | |
| Long-term Debt | $5.81B | $5.66B | $5.82B | $5.83B | $5.78B | $5.81B | $5.83B | $5.87B | $5.78B | $5.76B | · | $5.75B | $5.43B | $5.58B | · | $5.63B | |
| Common Stock | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $3M | · | $3M | $3M | $3M | · | $3M | |
| Paid-in Capital | $7.22B | $7.38B | $7.48B | $7.57B | $7.58B | $7.58B | $7.57B | $7.53B | $7.51B | $7.50B | · | $7.49B | $7.51B | $7.49B | · | $7.33B | |
| AOCI | $3M | $2M | $2M | $2M | $1M | $2M | $4M | $5M | $8M | $9M | · | $8M | $9M | $7M | · | $9M | |
| Stockholders' Equity | $2.94B | $3.29B | $3.29B | $3.27B | $3.32B | $3.33B | $3.44B | $3.51B | $3.72B | $3.92B | · | $4.15B | $4.12B | $3.92B | · | $3.95B | |
| Liabilities + Equity | $10.27B | $10.33B | $10.61B | $10.60B | $10.65B | $10.75B | $10.90B | $11.08B | $11.12B | $11.19B | · | $11.42B | $11.09B | $10.97B | · | $11.10B | |
| Shares Outstanding | 321,266,356 | 325,894,030 | 328,273,044 | 330,766,065 | 331,291,669 | 331,174,564 | 330,858,719 | 329,926,696 | 329,539,663 | 329,327,553 | · | 328,904,161 | 329,478,476 | 329,173,125 | · | 326,352,154 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $164M | $165M | $168M | $173M | $171M | $168M | $172M | $174M | $175M | $174M | $175M | $171M | $173M | $173M | $172M | $170M | |
| Stock-based Comp | $7M | $10M | $7M | $3M | $9M | $7M | $7M | $9M | $9M | $7M | $10M | $7M | $7M | $8M | $7M | $7M | |
| Other Non-cash | · | $-235M | · | · | · | $-96M | · | · | · | $-57M | · | · | · | $-44M | · | · | |
| Operating Cash Flow | $262M | $129M | $261M | $235M | $250M | $156M | $241M | $230M | $238M | $168M | $219M | $204M | $242M | $168M | $217M | $205M | |
| Investing Cash Flow | $-58M | $284M | $3M | $-113M | $-59M | $18M | $-49M | $-148M | $-98M | $18M | $-73M | $-156M | $57M | $-117M | $-91M | $-264M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | $0 | $-11.0K | $-462.0K | $180M | $100M | |
| Stock Repurchased | $200M | $100M | $93M | $25M | · | · | · | · | · | · | $0 | $25M | · | · | $34M | · | |
| Net Stock Activity | $-200M | $-100M | · | $-25M | · | · | · | · | · | · | · | $-25M | · | $-462.0K | · | · | |
| Dividends Paid | $142M | $141M | $142M | $142M | $142M | $141M | $140M | $140M | $140M | $138M | $138M | $138M | $138M | $125M | $124M | $123M | |
| Financing Cash Flow | $-203M | $-415M | $-264M | $-121M | $-190M | $-176M | $-192M | $-81M | $-138M | $-189M | $-144M | $-46M | $-297M | $-52M | $-126M | $60M | |
| Taxes Paid | $1M | $61.0K | $9.0K | $90.0K | · | · | $-19.0K | $165.0K | $949.0K | $-51.0K | $-3.0K | $247.0K | $1M | $206.0K | $133.0K | $349.0K |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 27.2% | 54.0% | · | 17.7% | 18.2% | 29.0% | · | 16.6% | 16.5% | 19.3% | · | 19.0% | 98.0% | 16.6% | · | 16.1% | |
| Net Margin | 16.2% | 44.6% | · | 9.4% | 8.9% | 18.2% | · | 5.4% | 7.0% | 10.4% | · | 8.0% | 85.9% | 7.8% | · | 6.0% | |
| Pretax Margin | 17.4% | 47.8% | · | 10.1% | 9.5% | 19.5% | · | 5.7% | 7.6% | 11.3% | · | 8.7% | 91.8% | 8.3% | · | 6.5% | |
| EBITDA Margin | 27.2% | 92.6% | · | 17.7% | 18.2% | 68.9% | · | 16.6% | 16.5% | 61.4% | · | 19.0% | 98.0% | 59.9% | · | 16.1% | |
| ROA | 0.66% | 1.8% | · | 0.37% | 0.35% | 0.70% | · | 0.20% | 0.26% | 0.39% | · | 0.29% | 3.1% | 0.29% | · | 0.22% | |
| ROE | 2.2% | 5.7% | · | 1.2% | 1.1% | 2.1% | · | 0.59% | 0.74% | 1.1% | · | 0.81% | 8.7% | 0.85% | · | 0.67% | |
| ROIC | 3.9% | 7.0% | · | 2.3% | 2.3% | 3.7% | · | 2.0% | 1.8% | 2.0% | · | 1.9% | 9.6% | 1.7% | · | 1.6% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Coverage | · | · | · | · | · | · | · | · | · | 1.7 | · | 1.7 | 8.8 | 1.5 | · | 1.6 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $9.15 | $10.08 | · | $9.90 | $10.04 | $10.06 | · | $10.65 | $11.30 | $11.90 | · | $12.62 | $12.50 | $11.91 | · | $12.11 | |
| Revenue / Share | $1.32 | $1.29 | · | $1.30 | $1.28 | $1.27 | · | $1.27 | $1.26 | $1.26 | · | $1.25 | $1.22 | $1.21 | · | $1.20 | |
| Cash Flow / Share | · | $0.39 | · | · | · | $0.47 | · | · | · | $0.51 | · | · | · | $0.51 | · | · | |
| Cash / Share | $0.00 | $0.00 | · | $0.00 | $0.00 | $0.00 | · | $0.01 | $0.01 | $0.01 | · | $0.00 | $0.00 | $0.00 | · | $0.00 | |
| Dividend / Share | $0.43 | $0.43 | $0.43 | $0.43 | $0.43 | $0.43 | $0.42 | $0.42 | $0.42 | $0.42 | $0.42 | $0.42 | $0.42 | $0.42 | $0.38 | $0.38 | |
| EPS (TTM) | $1.57 | $1.47 | · | $0.45 | $0.39 | $0.36 | · | $0.37 | $0.41 | $1.38 | · | $1.38 | $1.35 | $0.31 | · | $0.49 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.72B | $1.72B | · | $1.70B | $1.69B | $1.68B | · | $1.66B | $1.65B | $1.64B | · | $1.61B | $1.60B | $1.56B | · | $1.47B | |
| Net Income TTM | $522M | $491M | · | $150M | $132M | $123M | · | $128M | $138M | $457M | · | $456M | $447M | $104M | · | $160M | |
| Market Cap | $12.82B | $11.01B | · | $12.32B | $13.53B | $14.96B | · | $14.96B | $13.56B | $12.32B | · | $11.73B | $14.15B | $13.52B | · | $13.61B | |
| P/E | 25.4 | 23.0 | · | 82.8 | 104.7 | 125.5 | · | 122.5 | 100.4 | 27.1 | · | 25.8 | 31.8 | 132.5 | · | 85.1 | |
| P/S | 7.5 | 6.4 | · | 7.2 | 8.0 | 8.9 | · | 9.0 | 8.2 | 7.5 | · | 7.3 | 8.9 | 8.7 | · | 9.3 | |
| P/B | 4.4 | 3.4 | · | 3.8 | 4.1 | 4.5 | · | 4.3 | 3.6 | 3.1 | · | 2.8 | 3.4 | 3.4 | · | 3.4 | |
| P / Tangible Book | 4.4 | 3.4 | · | 3.8 | 4.1 | 4.5 | · | 4.3 | 3.6 | 3.1 | · | 2.8 | 3.4 | 3.4 | · | 3.4 | |
| P / Cash Flow | · | 85.5 | · | · | · | 95.8 | · | · | · | 73.5 | · | · | · | 80.4 | · | · | |
| Dividend Yield | 4.4% | 5.2% | · | 4.6% | 4.2% | 3.8% | · | 3.7% | 4.1% | 4.5% | · | 4.5% | 3.6% | 3.6% | · | 3.5% | |
| Earnings Yield | 3.9% | 4.3% | · | 1.2% | 0.96% | 0.80% | · | 0.82% | 1.0% | 3.7% | · | 3.9% | 3.1% | 0.75% | · | 1.2% | |
| Payout Ratio | · | 74.4% | · | · | · | 183.4% | · | · | · | 320.4% | · | · | · | 404.0% | · | · | |
| Annual Payout | $568M | $568M | · | $566M | $563M | $561M | · | $556M | $555M | $553M | · | $525M | $511M | $493M | · | $472M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $1.71B | $1.67B | $1.63B | $1.52B | $1.29B |
| Operating Margin % | 32.3% | 17.0% | 39.0% | 16.5% | 20.8% |
| Net Income | $378M | $90M | $444M | $87M | $150M |
| Diluted EPS | $1.13 | $0.26 | $1.34 | $0.26 | $0.48 |
No data for this statement
Not enough fundamentals data to build this statement yet.
No data for this statement
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 550 filers · $14.7B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
550
Value held
$14.7B
New positions
76
Exited positions
76
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 76 (-12 vs prior Q) | 76 (+15 vs prior Q) | 160 (-23 vs prior Q) | 209 (+33 vs prior Q) | +25.6M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1,830,429,789 | 49,902,666 | 12.48% | Shares |
| BlackRock, Inc. | $1,247,534,648 | 31,250,868 | 8.51% | Shares |
| NORGES BANK | $1,175,726,674 | 29,452,071 | 8.02% | Shares |
| Capital Research Global Investors | $1,020,660,229 | 25,567,641 | 6.96% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1,018,618,361 | 25,516,492 | 6.95% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $810,050,931 | 20,291,857 | 5.52% | Shares |
| STATE STREET CORP | $773,866,246 | 19,385,427 | 5.28% | Shares |
| FMR LLC | $562,311,819 | 14,085,967 | 3.83% | Shares |
| Invesco Ltd. | $553,334,107 | 13,861,075 | 3.77% | Shares |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | $368,125,753 | 9,221,587 | 2.51% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $346,258,712 | 8,688,083 | 2.36% | Shares |
| JPMORGAN CHASE & CO | $250,587,608 | 6,230,612 | 1.71% | Shares |
| CANADA PENSION PLAN INVESTMENT BOARD | $219,560,000 | 5,500,000 | 1.50% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $217,710,946 | 5,453,681 | 1.48% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $206,891,348 | 5,182,649 | 1.41% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $191,882,807 | 4,806,606 | 1.31% | Shares |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $182,875,197 | 4,581,042 | 1.25% | Shares |
| NORTHERN TRUST CORP | $159,894,809 | 4,005,381 | 1.09% | Shares |
| Daiwa Securities Group Inc. | $145,754,906 | 3,651,175 | 0.99% | Shares |
| MORGAN STANLEY | $132,202,012 | 3,311,671 | 0.90% | Shares |
| GOLDMAN SACHS GROUP INC | $113,292,690 | 2,837,993 | 0.77% | Shares |
| Alyeska Investment Group, L.P. | $106,418,017 | 2,665,782 | 0.73% | Shares |
| UBS Group AG | $99,528,823 | 2,493,207 | 0.68% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $98,899,935 | 2,927,766 | 0.67% | Shares |
| Nuveen, LLC | $94,272,442 | 2,361,535 | 0.64% | Shares |
| Bank of New York Mellon Corp | $89,660,429 | 2,246,003 | 0.61% | Shares |
| Legal & General Group Plc | $78,687,669 | 1,971,134 | 0.54% | Shares |
| Balyasny Asset Management L.P. | $77,206,877 | 1,934,040 | 0.53% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $67,316,577 | 1,686,287 | 0.46% | Shares |
| Sumitomo Mitsui Trust Group, Inc. | $56,962,846 | 1,426,925 | 0.39% | Shares |
| BANK OF AMERICA CORP /DE/ | $56,374,054 | 1,412,176 | 0.38% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $54,311,120 | 1,360,499 | 0.37% | Shares |
| CITADEL ADVISORS LLC | $53,289,607 | 1,334,910 | 0.36% | Shares |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $48,511,023 | 1,215,206 | 0.33% | Shares |
| Woodline Partners LP | $47,975,936 | 1,201,802 | 0.33% | Shares |
| PRUDENTIAL FINANCIAL INC | $47,861,245 | 1,198,929 | 0.33% | Shares |
| State of Tennessee, Department of Treasury | $47,277,017 | 1,184,294 | 0.32% | Shares |
| Hudson Bay Capital Management LP | $47,127,835 | 1,180,557 | 0.32% | Shares |
| AMERIPRISE FINANCIAL INC | $46,275,468 | 1,159,201 | 0.32% | Shares |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | $45,703,011 | 1,144,865 | 0.31% | Shares |
| HSBC HOLDINGS PLC | $40,317,776 | 1,009,608 | 0.27% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $40,275,665 | 1,013,479 | 0.27% | Shares |
| DEUTSCHE BANK AG\ | $36,150,035 | 905,562 | 0.25% | Shares |
| FIRST TRUST ADVISORS LP | $35,309,510 | 884,507 | 0.24% | Shares |
| APG Asset Management US Inc. | $33,643,231 | 828,243 | 0.23% | Shares |
| UBS Group AG | $32,734,400 | 820,000 | 0.22% | Put option |
| Qube Research & Technologies Ltd | $32,287,775 | 808,812 | 0.22% | Shares |
| Callodine Capital Management, LP | $32,120,390 | 804,619 | 0.22% | Shares |
| JANE STREET GROUP, LLC | $30,199,480 | 756,500 | 0.21% | Call option |
| Apollo Management Holdings, L.P. | $30,104,870 | 754,130 | 0.21% | Shares |
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Undisclosed reporting person, Undisclosed reporting person | Aug. 20, 2001 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 73 insiders · 40 officers · 18 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Thomas W Toomey | Chairman, President and CEO | June 5, 2026 S | 810,455 | 0 | 1 | $-3,140,000 |
| David D. Bragg | SVP - Chief Financial Officer | July 23, 2026 F | 27,892 | 0 | 0 | $0 |
| Thomas M Herzog | SVP-Chief Financial Officer | June 3, 2016 F | 97,185 | 0 | 0 | $0 |
| Michael A Ernst | Exec Vice President & CFO | March 1, 2008 F | 51,829 | 0 | 0 | $0 |
| Joseph D Fisher | President & CIO | Sept. 2, 2025 D | 4,085 | 0 | 0 | $0 |
| Mary Ellen Norwood | V President & Secretary | April 3, 2008 W | 0 | 0 | 0 | $0 |
| Scott A Shanaberger | SeniorVice President | March 14, 2006 S | 5,729 | 0 | 0 | $0 |
| Michael D Lacy | SVP-COO | Feb. 12, 2026 D | 10,783 | 0 | 0 | $0 |
| Keith Benson | SVP-Chief Legal Officer | Feb. 12, 2026 F | 9,485 | 0 | 0 | $0 |
| Tracy L Hofmeister | SVP-Chief Accounting Officer | Feb. 12, 2026 D | 11,128 | 0 | 0 | $0 |
| Harry G Alcock | SVP-Chief Investment Officer | July 31, 2024 D | 40,276 | 0 | 0 | $0 |
| Matthew A Cozad | SVP-Corp Serv and Innovation | Feb. 15, 2022 D | 10,968 | 0 | 0 | $0 |
| Shawn G Johnston | VP-Chief Accounting Officer | Feb. 2, 2017 F | 13,349 | 0 | 0 | $0 |
| Abram J Claude | Vice President-Treasurer | Feb. 4, 2016 F | 6,121 | 0 | 0 | $0 |
| David G Thatcher | Vice President-General Counsel | Feb. 4, 2016 F | 6,496 | 0 | 0 | $0 |
| Randall Scott Wesson | Senior Vice President - CIO | Feb. 4, 2016 F | 41,259 | 0 | 0 | $0 |
| Andrew H Cantor | Vice President-Acq & Disp | Feb. 4, 2016 F | 38,392 | 0 | 0 | $0 |
| Mark A Schumacher | SVP-Chief Accounting Officer | Feb. 4, 2016 F | 25,231 | 0 | 0 | $0 |
| Christopher G Van Ens | Vice President - IR | Jan. 4, 2016 F | 4,876 | 0 | 0 | $0 |
| William T Oshields III | VP - Enterprise Risk Mgmt | Jan. 4, 2016 F | 5,349 | 0 | 0 | $0 |
| Sheri Henry | Vice President | June 24, 2013 S | 6,939 | 0 | 0 | $0 |
| Elaine A Williams | VP-Property Operations | Feb. 26, 2013 F | 13,062 | 0 | 0 | $0 |
| Mark M Culwell | Senior Vice President | Sept. 17, 2012 S | 33,720 | 0 | 0 | $0 |
| Matthew T Akin | Senior Vice President | Oct. 31, 2011 A | 100,072 | 0 | 0 | $0 |
| Douglas S Walker | Senior Vice President | June 30, 2011 F | 14,133 | 0 | 0 | $0 |
| Cameron A Etezadi | Senior Vice President | March 1, 2011 F | 13,610 | 0 | 0 | $0 |
| Richard A Giannotti | Executive Vice President | March 1, 2011 F | 212,274 | 0 | 0 | $0 |
| Mark W Wallis | Sr Exec Vice President | Dec. 23, 2010 G | 562,948 | 0 | 0 | $0 |
| Thomas A Spangler | Senior Vice President | Nov. 30, 2010 M | 37,961 | 0 | 0 | $0 |
| Dhrubo K Sircar | Senior Vice President | April 24, 2009 F | 10,385 | 0 | 0 | $0 |
| Thomas P Simon | SVP & Treasurer | April 24, 2009 F | 16,159 | 0 | 0 | $0 |
| Stacy M Riffe | Senior Vice President | Feb. 26, 2008 A | 8,438 | 0 | 0 | $0 |
| Lester C Boeckel | Senior Vice President | June 13, 2007 F | 10,095 | 0 | 0 | $0 |
| Martha R Carlin | Executive Vice President | May 31, 2007 S | 34,919 | 0 | 0 | $0 |
| Erin Ditto Obrien | Senior Vice President | March 12, 2007 F | 7,667 | 0 | 0 | $0 |
| Patrick S Gregory | Senior Vice President | Feb. 8, 2007 A | 16,822 | 0 | 0 | $0 |
| Christopher D Genry | Executive Vice President | Sept. 1, 2006 S | 114,451 | 0 | 0 | $0 |
| Mark E Wood | Senior Vice President | June 15, 2006 M | 45,387 | 0 | 0 | $0 |
| Michael J Kelly | Senior Vice President | Feb. 28, 2006 F | 14,962 | 0 | 0 | $0 |
| Sara Jo Light | Executive Vice President | Feb. 15, 2006 A | 10,613 | 0 | 0 | $0 |
| Richard Clark | Director | Jan. 2, 2026 A | · | 0 | 0 | $0 |
| Kevin C Nickelberry | Director | Jan. 2, 2026 A | 1,400 | 0 | 0 | $0 |
| Ellen M. Goitia | Director | Jan. 2, 2026 A | 5,451 | 0 | 0 | $0 |
| Mary Ann King | Director | Jan. 2, 2026 A | 2,549 | 0 | 0 | $0 |
| Mark R Patterson | Director | Jan. 2, 2026 A | 8,983 | 0 | 0 | $0 |
| Diane M Morefield | Director | Jan. 2, 2026 A | 1,556 | 0 | 0 | $0 |
| Jon A Grove | Director | Jan. 2, 2026 A | 327,268 | 0 | 0 | $0 |
| Robert A Mcnamara | Director | Jan. 2, 2026 A | 37,326 | 0 | 0 | $0 |
| Clinton D Mcdonnough | Director | Jan. 2, 2025 A | 8,496 | 0 | 0 | $0 |
| James D Klingbeil | Director | Jan. 2, 2025 A | 170,209 | 0 | 0 | $0 |
| Robert P Freeman | Director | Jan. 2, 2019 A | 93,404 | 0 | 0 | $0 |
| Eric J Foss | Director | March 24, 2015 S | 39,316 | 0 | 0 | $0 |
| Mark J Sandler | Director | Jan. 2, 2014 A | 104,801 | 0 | 0 | $0 |
| Thomas C Wajnert | Director | April 3, 2012 S | 3,571 | 0 | 0 | $0 |
| Thomas R Oliver | Director | Feb. 26, 2010 S | 58,389 | 0 | 0 | $0 |
| Robert C Larson | Director | Jan. 8, 2010 A | 55,330 | 0 | 0 | $0 |
| SCHARAR ROBERT W | Director | Jan. 3, 2006 A | 41,040 | 0 | 0 | $0 |
| Katherine A Cattanach | · | Jan. 2, 2026 A | 98,699 | 0 | 0 | $0 |
| Patricia Sciutto Doerr | · | July 5, 2022 A | 5,457 | 0 | 0 | $0 |
| Jerry A Davis | · | Sept. 1, 2021 S | 119,887 | 0 | 0 | $0 |
| Warren L Troupe | · | Feb. 18, 2020 S | 400,761 | 0 | 0 | $0 |
| Lynne B Sagalyn | · | Feb. 22, 2019 S | 77,887 | 0 | 0 | $0 |
| Jameson J Bennett | · | Feb. 4, 2016 F | 1,863 | 0 | 0 | $0 |
| Shelby A Noble | · | Feb. 4, 2016 F | 882 | 0 | 0 | $0 |
| David L Messenger | · | April 30, 2012 F | 91,666 | 0 | 0 | $0 |
| Katie M Ley | · | Feb. 10, 2011 A | 25,088 | 0 | 0 | $0 |
| Rodney E Neuheardt | · | March 3, 2006 J | 7,618 | 0 | 0 | $0 |
| Moises V Vela JR | · | Oct. 20, 2005 J | 0 | 0 | 0 | $0 |
| Thomas James Corcoran | · | Sept. 30, 2004 J | 59,350 | 0 | 0 | $0 |
| Ella S Neyland | · | Sept. 17, 2004 J | 11,840 | 0 | 0 | $0 |
| John P Mccann | · | May 4, 2004 J | 39,500 | 0 | 0 | $0 |
| Kevin M Mccabe | · | Oct. 20, 2003 J | 28,446 | 0 | 0 | $0 |
| SECURITY CAPITAL PREFERRED GROWTH INC | · | May 21, 2003 C | 2,828,823 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 90 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| HAUS · Tidal Trust I | 4.77% | 10,052 NS | July 31, 2026 | N-PORT |
| PSR · Invesco Actively Managed Exchange-T… | 3.77% | 61,722 | Oct. 1, 2026 | Daily |
| FPRO · FIDELITY COVINGTON TRUST | 3.50% | 15,158 NS | July 31, 2026 | N-PORT |
| RSPR · Invesco Exchange-Traded Fund Trust | 3.35% | 81,815 | Oct. 1, 2026 | Daily |
| RNTY · Tidal Trust II | 2.55% | 5,845 NS | July 31, 2026 | N-PORT |
| REZ · iShares Trust | 2.43% | 568,264 SH | Sept. 11, 2026 | Daily |
| IQRA · New York Life Investments Active ET… | 1.95% | 3,519 NS | July 31, 2026 | N-PORT |
| ICF · iShares Trust | 1.45% | 811,105 SH | Sept. 11, 2026 | Daily |
| USRT · iShares Trust | 0.99% | 1,241,570 SH | Sept. 11, 2026 | Daily |
| SPLV · Invesco Exchange-Traded Fund Trust … | 0.93% | 1,923,102 | Oct. 1, 2026 | Daily |
| DFAR · Dimensional ETF Trust | 0.88% | 411,078 NS | July 31, 2026 | N-PORT |
| DRN · Direxion Shares ETF Trust | 0.80% | 9,489 NS | July 31, 2026 | N-PORT |
| IYR · iShares Trust | 0.78% | 912,088 SH | Sept. 11, 2026 | Daily |
| FREL · FIDELITY COVINGTON TRUST | 0.76% | 297,934 NS | July 31, 2026 | N-PORT |
| REET · iShares Trust | 0.64% | 883,635 SH | Sept. 11, 2026 | Daily |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0.62% | 11,164,196 SH | Aug. 19, 2026 | Daily |
| ERET · iShares Trust | 0.61% | 2,356 SH | Sept. 11, 2026 | Daily |
| DFGR · Dimensional ETF Trust | 0.57% | 581,501 NS | July 31, 2026 | N-PORT |
| STNC · Hennessy Funds Trust | 0.57% | 13,966 NS | July 31, 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0.45% | 39,086 NS | July 31, 2026 | N-PORT |
| QUVU · Hartford Funds Exchange-Traded Trust | 0.43% | 20,286 NS | July 31, 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.36% | 4,306,322 SH | Aug. 19, 2026 | Daily |
| RDIV · Invesco Exchange-Traded Fund Trust … | 0.30% | 124,319 | Oct. 1, 2026 | Daily |
| BKMC · BNY Mellon ETF Trust | 0.28% | 47,764 NS | July 31, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.24% | 129,835 NS | July 31, 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0.23% | 27,803 NS | July 31, 2026 | N-PORT |
| ISCG · iShares Trust | 0.20% | 55,145 SH | Sept. 11, 2026 | Daily |
| RSP · Invesco Exchange-Traded Fund Trust | 0.19% | 5,525,720 | Oct. 1, 2026 | Daily |
| PWS · Pacer Funds Trust | 0.19% | 1,189 NS | July 31, 2026 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.16% | 7,453,769 SH | Aug. 19, 2026 | Daily |
| SMMD · iShares Trust | 0.16% | 173,042 SH | Sept. 11, 2026 | Daily |
| FNY · First Trust Exchange-Traded AlphaDE… | 0.15% | 22,992 NS | July 31, 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.15% | 34,850 | Oct. 1, 2026 | Daily |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0.12% | 175,000 | Oct. 1, 2026 | Daily |
| IWS · iShares Trust | 0.11% | 485,926 SH | Sept. 11, 2026 | Daily |
| WSML · iShares Trust | 0.10% | 18,187 SH | Sept. 11, 2026 | Daily |
| IWR · iShares Trust | 0.08% | 1,330,564 SH | Sept. 11, 2026 | Daily |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0.08% | 9,784 NS | July 31, 2026 | N-PORT |
| XOEF · iShares Trust | 0.06% | 371 SH | Sept. 11, 2026 | Daily |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.05% | 6,905 NS | July 31, 2026 | N-PORT |
| DIVB · iShares Trust | 0.04% | 23,927 SH | Sept. 11, 2026 | Daily |
| PFM · Invesco Exchange-Traded Fund Trust | 0.04% | 9,254 | Oct. 1, 2026 | Daily |
| VOOV · VANGUARD ADMIRAL FUNDS | 0.04% | 68,376 SH | Aug. 19, 2026 | Daily |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.04% | 195,864 SH | Aug. 19, 2026 | Daily |
| VEGN · ETF Series Solutions | 0.04% | 1,781 NS | July 31, 2026 | N-PORT |
| IVE · iShares Trust | 0.03% | 490,608 SH | Sept. 11, 2026 | Daily |
| IUSV · iShares Trust | 0.03% | 256,766 SH | Sept. 11, 2026 | Daily |
| IWD · iShares Trust | 0.03% | 719,650 SH | Sept. 11, 2026 | Daily |
| EGLE · Global X Funds | 0.03% | 15 NS | July 31, 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.02% | 67,818 | Oct. 1, 2026 | Daily |
| TOPC · iShares Trust | 0.02% | 189 SH | Sept. 10, 2026 | Daily |
| VOO · VANGUARD INDEX FUNDS | 0.02% | 7,677,899 SH | Aug. 19, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.02% | 10,312,837 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.02% | 53,731 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.02% | 27,282 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.02% | 73,337 SH | Aug. 19, 2026 | Daily |
| XRMI · Global X Funds | 0.02% | 260 NS | July 31, 2026 | N-PORT |
| CATH · Global X Funds | 0.02% | 6,506 NS | July 31, 2026 | N-PORT |
| XYLG · Global X Funds | 0.02% | 316 NS | July 31, 2026 | N-PORT |
| CHRI · Global X Funds | 0.02% | 39 NS | July 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.02% | 10,528 NS | July 31, 2026 | N-PORT |
| XVV · iShares Trust | 0.02% | 3,474 SH | Sept. 10, 2026 | Daily |
| XCLR · Global X Funds | 0.02% | 17 NS | July 31, 2026 | N-PORT |
| XYLD · Global X Funds | 0.02% | 15,287 NS | July 31, 2026 | N-PORT |
| PTLC · Pacer Funds Trust | 0.02% | 15,226 NS | July 31, 2026 | N-PORT |
| XTR · Global X Funds | 0.02% | 21 NS | July 31, 2026 | N-PORT |
| IWB · iShares Trust | 0.02% | 222,880 SH | Sept. 11, 2026 | Daily |
| SPUU · Direxion Shares ETF Trust | 0.02% | 1,116 NS | July 31, 2026 | N-PORT |
| IVV · iShares Trust | 0.02% | 3,726,707 SH | Sept. 11, 2026 | Daily |
| QDPL · Pacer Funds Trust | 0.02% | 7,102 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.02% | 90,711 SH | Sept. 11, 2026 | Daily |
| PBP · Invesco Exchange-Traded Fund Trust | 0.02% | 1,748 | Oct. 1, 2026 | Daily |
| IYY · iShares Trust | 0.02% | 12,804 SH | Sept. 10, 2026 | Daily |
| ITOT · iShares Trust | 0.01% | 385,300 SH | Sept. 11, 2026 | Daily |
| HCMT · Direxion Shares ETF Trust | 0.01% | 2,056 NS | July 31, 2026 | N-PORT |
| SPXL · Direxion Shares ETF Trust | 0.01% | 23,114 NS | July 31, 2026 | N-PORT |
| PHDG · Invesco Actively Managed Exchange-T… | 0.01% | 235 | Oct. 1, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 292,689 SH | Aug. 19, 2026 | Daily |
| RWL · Invesco Exchange-Traded Fund Trust … | 0.01% | 25,373 | Oct. 1, 2026 | Daily |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BSV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BND · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VUSB · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VSDB · VANGUARD MALVERN FUNDS | · | · | July 15, 2026 | Daily |
| VCSH · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| VTC · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| ISCB · iShares Trust | · | 13,341 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 27,401 SH | Sept. 11, 2026 | Daily |
UDR Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 28 analysts
HOLD
Median target
$41.00
+23.2%
3 10.7%
Strong Buy
9 32.1%
Buy
13 46.4%
Hold
3 10.7%
Sell
0 0.0%
Strong Sell
12-Month Price Target
21 analysts · 2026-09-29Mean target $41.45 +24.6%
← Below all targets
Current price $33.27
Low$38.00
Mean$41.45
High$46.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| UDR | $12.04B | 32.5 | 2.4% | 22.1% | 11.2% | · |
| VMRK | · | · | · | · | · | · |
| ESS | $16.86B | 25.2 | 6.4% | 37.2% | 12.7% | 69.9% |
| MAA | $16.24B | 36.7 | 0.83% | 20.2% | 7.7% | · |
| CPT | $11.48B | 31.1 | 81.7% | 2964.9% | 8.5% | · |
| IRT | $4.15B | 72.8 | 2.8% | 8.6% | 1.6% | · |
| CSR | $1.12B | 65.4 | 4.9% | 6.2% | 2.3% | · |
| NXRT | $763M | -23.9 | -3.2% | -12.8% | -9.1% | · |
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
No open signal right now — no card is filled, and that's honest.
My Metrics Your personal watchlist — selected rows from Full Fundamentals
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Source: SEC 10-Q filed Jul 28, 2026