UE Urban Edge Properties Common Shares of Beneficial Interest
NYSE · Real Estate · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 6, 2026
$19.70
· of 52w range
· above low
· to high
$18.4652w low
$24.1152w high
Market Cap (MRQ)
$2.48B
P/E (TTM)
37.2
EPS (TTM)
$0.53
Revenue (TTM)
$495M
your badges
52W Range
$18–$24
Analyst Rating
STRONG BUY
Price Target
$24
P/E
37.2
ROE
4.9%
Net Profit Margin
13.7%
Your badge strip is empty — pin a metric anywhere on this page.
UE Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$19.70
Market Cap (MRQ)
$2.48B
P/E (TTM)
37.2
EPS (TTM)
$0.53
Revenue (TTM)
$495M
Div Yield
3.8%
ROE (TTM)
4.9%
52W Range
$18–$24
UE Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
range
bars
Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$472M2016-12-31 → 2025-12-31
EPS$0.742016-12-31 → 2025-12-31
Net margin13.7%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 | UE | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 37.25Y avg ≈25.6 | ≈25.6 | 39.7 | Fair value | |
| P/S (TTM) | 5.05Y avg ≈5.1 | ≈5.1 | 7.9 | Undervalued | |
| P/B (MRQ) | 1.85Y avg ≈1.8 | ≈1.8 | 1.8 | Overvalued | |
| Price / Cash Flow | 13.65Y avg ≈14.5 | ≈14.5 | 13.7 | Fair value | |
| Price / Tangible Book (MRQ) | 1.95Y avg ≈2.0 | ≈2.0 | · | · |
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 | UE | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| EBITDA Margin | 29.5%5Y avg ≈27.8% | ≈27.8% | 42.0% | Weak | |
| Pretax Margin (TTM) | 14.7%5Y avg ≈28.7% | ≈28.7% | 15.8% | In line | |
| Net Profit Margin (TTM) | 13.7%5Y avg ≈26.3% | ≈26.3% | 21.5% | Weak | |
| ROA (TTM) | 2.0%5Y avg ≈3.6% | ≈3.6% | 2.8% | In line | |
| ROE (TTM) | 4.9%5Y avg ≈9.8% | ≈9.8% | 6.2% | In line |
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 | UE | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 6.1%5Y avg ≈8.0% | ≈8.0% | · | · | |
| Revenue CAGR 3Y | 5.9%5Y avg ≈5.2% | ≈5.2% | · | · | |
| Revenue CAGR 5Y | 7.4% | · | · | · | |
| EPS YoY | 23.3%5Y avg ≈69.7% | ≈69.7% | · | · | |
| Net Income YoY | 28.9%5Y avg ≈70.2% | ≈70.2% | · | · | |
| EPS CAGR 3Y | 23.8%5Y avg ≈16.9% | ≈16.9% | · | · | |
| EPS CAGR 5Y | -1.3% | · | · | · | |
| Net Income CAGR 3Y | 26.5%5Y avg ≈18.0% | ≈18.0% | · | · | |
| Net Income CAGR 5Y | -0.01% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | UE | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.15Y avg ≈0.1 | ≈0.1 | 0.1 | Top tier | |
| Revenue / Employee | ≈$4.5M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield3.8%
Payout Ratio102.2%
Annualized Payout≈$0.84
Growth Streak≈2
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 15, 2026 | $0.21 | USD | ≈4.1% |
| Jun 15, 2026 | $0.21 | USD | ≈3.5% |
| Mar 13, 2026 | $0.21 | USD | ≈3.8% |
| Dec 15, 2025 | $0.19 | USD | ≈3.9% |
| Sep 15, 2025 | $0.19 | USD | ≈3.6% |
| Jun 13, 2025 | $0.19 | USD | ≈3.9% |
| Mar 14, 2025 | $0.19 | USD | ≈3.8% |
| Dec 13, 2024 | $0.17 | USD | ≈3.0% |
| Sep 13, 2024 | $0.17 | USD | ≈3.1% |
| Jun 14, 2024 | $0.17 | USD | ≈3.7% |
| Mar 14, 2024 | $0.17 | USD | ≈3.9% |
| Dec 14, 2023 | $0.16 | USD | ≈3.4% |
| Sep 14, 2023 | $0.16 | USD | ≈3.8% |
| Jun 14, 2023 | $0.16 | USD | ≈4.3% |
| Mar 14, 2023 | $0.16 | USD | ≈4.5% |
| Dec 14, 2022 | $0.16 | USD | ≈4.2% |
| Sep 14, 2022 | $0.16 | USD | ≈4.1% |
| Jun 14, 2022 | $0.16 | USD | ≈4.2% |
| Mar 14, 2022 | $0.16 | USD | ≈3.4% |
| Dec 14, 2021 | $0.15 | USD | ≈6.0% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
21.7%
Next Report
Oct 27, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 7, 2026 | $0.14 | $0.11 | 26.5% |
| March 31, 2026 | $0.18 | $0.12 | 51.9% | |
| Dec. 31, 2025 | $0.10 | $0.09 | 17.6% | |
| Sept. 30, 2025 | $0.12 | $0.10 | 22.6% | |
| June 30, 2025 | $0.07 | $0.09 | -24.5% | |
| March 31, 2025 | $0.07 | $0.05 | 35.9% |
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 | $472M | $445M | $417M | $398M | $425M | $330M | $388M | $414M | $407M | $326M | $323M | $316M | |
| SG&A Expense | $40M | $37M | $37M | $43M | $39M | $49M | $38M | $35M | $31M | $29M | $32M | $18M | |
| Operating Expenses | · | · | · | · | · | · | $284M | $292M | $245M | $193M | $225M | $193M | |
| Operating Income | · | · | · | · | · | · | · | $122M | $162M | $133M | $98M | $122M | |
| Interest Income | $3M | $3M | $3M | $1M | $360.0K | $3M | $10M | $8M | $2M | $679.0K | $150.0K | $35.0K | |
| Pretax Income | $100M | $78M | $278M | $50M | $109M | $59M | $117M | $120M | $73M | $97M | $43M | $68M | |
| Income Tax | $3M | $2M | $18M | $3M | $1M | $-39M | $1M | $4M | $-278.0K | $804.0K | $1M | $2M | |
| Net Income | $94M | $73M | $248M | $46M | $103M | $94M | $110M | $105M | $67M | $91M | $39M | $66M | |
| EPS (Basic) | $0.74 | $0.60 | $2.11 | $0.39 | $0.88 | $0.79 | $0.91 | $0.92 | $0.62 | $0.91 | $0.39 | $0.66 | |
| EPS (Diluted) | $0.74 | $0.60 | $2.11 | $0.39 | $0.88 | $0.79 | $0.91 | $0.92 | $0.61 | $0.91 | $0.39 | $0.66 | |
| Shares (Basic) | 125,686,000 | 121,324,000 | 117,506,000 | 117,366,000 | 117,029,000 | 117,722,000 | 119,751,000 | 113,863,000 | 107,132,000 | 99,364,000 | 99,252,000 | 99,248,000 | |
| Shares (Diluted) | 125,907,000 | 121,432,000 | 117,597,000 | 121,640,000 | 121,447,000 | 117,902,000 | 119,896,000 | 114,051,000 | 118,390,000 | 99,794,000 | 99,278,000 | 99,248,000 | |
| EBITDA | $139M | $155M | $113M | $101M | $94M | $98M | $94M | $222M | $244M | $190M | $156M | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $49M | $41M | $101M | $86M | $164M | $385M | $433M | $440M | $490M | $132M | $169M | $3M | |
| Intangibles | $88M | $110M | $114M | $63M | $71M | $56M | $48M | $68M | $87M | $31M | $34M | $35M | |
| Total Assets | $3.31B | $3.31B | $3.28B | $2.98B | $2.99B | $2.94B | $2.85B | $2.80B | $2.82B | $1.90B | $1.92B | $1.73B | |
| Total Liabilities | $1.94B | $1.95B | $2.06B | $1.95B | $1.94B | $1.94B | $1.83B | $1.79B | $1.83B | $1.41B | $1.45B | $1.47B | |
| Long-term Debt | · | · | · | $1.69B | $1.69B | $1.59B | $1.55B | $1.55B | $1.56B | $1.20B | $1.23B | $1.28B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $997.0K | $993.0K | $0 | |
| Paid-in Capital | $1.16B | $1.15B | $1.01B | $1.01B | $1.00B | $990M | $1.02B | $956M | $946M | $488M | $475M | $0 | |
| Retained Earnings | $125M | $127M | $137M | $-36M | $-7M | $-39M | $-53M | $-53M | $-58M | $-29M | $-38M | $0 | |
| AOCI | $-703.0K | $177.0K | $460.0K | $629.0K | $0 | · | · | · | · | · | · | · | |
| Stockholders' Equity | $1.38B | $1.36B | $1.22B | $1.03B | $1.05B | $996M | $1.01B | $1.01B | $991M | $496M | $471M | $259M | |
| Liabilities + Equity | $3.31B | $3.31B | $3.28B | $2.98B | $2.99B | $2.94B | $2.85B | $2.80B | $2.82B | $1.90B | $1.92B | $1.73B | |
| Shares Outstanding | 125,912,647 | 125,450,684 | 117,652,656 | 117,450,951 | 117,147,986 | 117,014,317 | 121,370,125 | 114,345,565 | 113,827,529 | 99,754,900 | 99,290,952 | 0 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $139M | $151M | $110M | $101M | $94M | $98M | $97M | $103M | $83M | $57M | $58M | $55M | |
| Stock-based Comp | $12M | $10M | $8M | $10M | $11M | $17M | $14M | $10M | $7M | $5M | $10M | $4M | |
| Deferred Tax | $2M | $-119.0K | $14M | $3M | $2M | $-45M | $370.0K | $3M | $-974.0K | $195.0K | $-123.0K | $0 | |
| Amort. of Intangibles | $26M | $30M | $14M | $11M | $9M | $10M | $9M | $15M | $9M | $2M | $2M | $2M | |
| Other Non-cash | $-64M | $-85M | $-220M | $-21M | $-75M | $-51M | $-61M | $-81M | $2M | $-16M | $31M | · | |
| Operating Cash Flow | $183M | $153M | $163M | $140M | $135M | $113M | $156M | $137M | $158M | $137M | $138M | $106M | |
| Investing Cash Flow | $-76M | $-235M | $-118M | $-152M | $-311M | $-98M | $-3M | $-65M | $-296M | $-59M | $-66M | $-46M | |
| Debt Issued | $124M | $211M | $470M | $103M | $117M | $90M | $0 | $0 | $936M | $0 | $0 | $130M | |
| Net Debt Issued | $-90M | $-176M | $-224M | $5M | $99M | $948.0K | $-6M | $-4M | $806M | $-38M | $-45M | · | |
| Stock Issued | $-419.0K | $137M | $372.0K | $382.0K | $366.0K | $398.0K | $439.0K | $477.0K | $348M | $9M | $0 | $0 | |
| Stock Repurchased | · | · | · | $0 | $0 | $54M | $0 | $0 | · | · | · | · | |
| Net Stock Activity | $-419.0K | $137M | $372.0K | $382.0K | $366.0K | $-54M | $439.0K | $477.0K | $348M | $9M | · | · | |
| Dividends Paid | $96M | $83M | $75M | $75M | $124M | $27M | $106M | $100M | $95M | $81M | $79M | $0 | |
| Financing Cash Flow | $-119M | $-2M | $161.0K | $-79M | $-24M | $-80M | $-126M | $-116M | $498M | $-116M | $94M | $-64M | |
| Net Change in Cash | $-12M | $-84M | $45M | $-91M | $-199M | $-66M | $28M | $-43M | $361M | $-38M | $165M | $-3M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | · | · | · | · | · | · | · | 29.4% | 39.7% | 40.8% | 30.4% | · | |
| Net Margin | 19.8% | 16.3% | 59.6% | 11.6% | 24.2% | 28.3% | 28.2% | 25.4% | 16.5% | 27.9% | 12.0% | · | |
| Pretax Margin | 21.2% | 17.5% | 66.6% | 12.6% | 25.6% | 17.8% | 30.3% | 29.1% | 17.8% | 29.9% | 13.2% | · | |
| EBITDA Margin | 29.5% | 34.8% | 27.1% | 25.3% | 22.1% | 29.6% | 24.2% | 53.6% | 60.0% | 58.4% | 48.4% | · | |
| ROA | 2.8% | 2.2% | 7.9% | 1.6% | 3.5% | 3.2% | 3.9% | 3.7% | 2.8% | 4.8% | 2.1% | · | |
| ROE | 6.8% | 5.4% | 22.3% | 4.5% | 10.0% | 9.3% | 10.7% | 10.4% | 9.0% | 18.8% | 10.6% | · | |
| ROIC | · | · | · | · | · | · | · | 11.8% | 16.4% | 26.6% | 20.2% | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.2 | 0.2 | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $10.93 | $10.85 | $10.38 | $8.77 | $8.95 | $8.51 | $8.36 | $8.80 | $8.70 | $4.97 | $4.75 | · | |
| Revenue / Share | $3.75 | $3.66 | $3.55 | $3.27 | $3.50 | $2.80 | $3.23 | $3.63 | $3.44 | $3.27 | $3.25 | · | |
| Cash Flow / Share | $1.45 | $1.26 | $1.39 | $1.15 | $1.11 | $0.96 | $1.30 | $1.20 | $1.33 | $1.38 | $1.39 | · | |
| Cash / Share | $0.39 | $0.33 | $0.86 | $0.73 | $1.40 | $3.29 | $3.57 | $3.85 | $4.31 | $1.32 | $1.70 | · | |
| Dividend / Share | $0.76 | $0.68 | $0.64 | $0.64 | $0.60 | $0.68 | $0.88 | $0.88 | $0.88 | $0.82 | $0.80 | · | |
| Dividend Paid / Share | $0.76 | $0.68 | $0.64 | $0.64 | $0.60 | $0.68 | $0.88 | $0.88 | $0.88 | $0.82 | $0.80 | · | |
| EPS (TTM) | $0.74 | $0.60 | $2.11 | $0.39 | $0.88 | $0.79 | $0.91 | $0.92 | $0.61 | $0.91 | $0.39 | $0.66 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 6.1% | 6.7% | 4.8% | -6.4% | 28.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 5.9% | 1.5% | 8.1% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 7.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 23.3% | -71.6% | 441.0% | -55.7% | 11.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 23.8% | -12.0% | 38.8% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -1.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 28.9% | -70.8% | 438.2% | -55.0% | 9.7% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 26.5% | -10.9% | 38.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -0.01% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 29.1% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $472M | $445M | $417M | $398M | $425M | $330M | $388M | $414M | $407M | $326M | $323M | $316M | |
| Net Income TTM | $94M | $73M | $248M | $46M | $103M | $94M | $110M | $105M | $67M | $91M | $39M | $66M | |
| Market Cap | $2.42B | $2.70B | $2.15B | $1.65B | $2.23B | $1.51B | $2.33B | $1.90B | $2.90B | $2.74B | $2.33B | · | |
| P/E | 25.9 | 35.8 | 8.7 | 36.1 | 21.6 | 16.4 | 21.1 | 18.1 | 41.8 | 30.2 | 60.1 | · | |
| P/S | 5.1 | 6.1 | 5.2 | 4.2 | 5.2 | 4.6 | 6.0 | 4.6 | 7.1 | 8.4 | 7.2 | · | |
| P/B | 1.8 | 2.0 | 1.8 | 1.6 | 2.1 | 1.5 | 2.3 | 1.9 | 2.9 | 5.5 | 4.9 | · | |
| P / Tangible Book | 1.9 | 2.2 | 1.9 | 1.7 | 2.3 | 1.6 | · | · | · | · | · | · | |
| P / Cash Flow | 13.2 | 17.6 | 13.2 | 11.9 | 16.5 | 13.4 | 14.9 | 13.9 | 18.4 | 20.0 | 16.9 | · | |
| Dividend Yield | 4.0% | 3.1% | 3.5% | 4.5% | 5.6% | 1.8% | 4.6% | 5.3% | 3.3% | 3.0% | 3.4% | · | |
| Earnings Yield | 3.9% | 2.8% | 11.5% | 2.8% | 4.6% | 6.1% | 4.7% | 5.5% | 2.4% | 3.3% | 1.7% | · | |
| Payout Ratio | 102.2% | 114.3% | 30.3% | 162.7% | 120.8% | 28.5% | 96.9% | 95.3% | 142.2% | 89.5% | 204.1% | · | |
| Annual Payout | $96M | $83M | $75M | $75M | $124M | $27M | $106M | $100M | $95M | $81M | $79M | $0 |
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 | $123M | $133M | $120M | $120M | $114M | $118M | $116M | $112M | $107M | $110M | $117M | $102M | $99M | $99M | $102M | $98M | |
| SG&A Expense | $10M | $9M | $10M | $9M | $12M | $10M | $10M | $9M | $9M | $9M | $9M | $9M | $10M | $9M | $11M | $10M | |
| Interest Income | $599.0K | $393.0K | $670.0K | $824.0K | $667.0K | $607.0K | $639.0K | $679.0K | $661.0K | $688.0K | $1M | $565.0K | $564.0K | $511.0K | $394.0K | $294.0K | |
| Pretax Income | $19M | $24M | $14M | $16M | $61M | $9M | $32M | $10M | $33M | $3M | $232M | $55M | $11M | $-19M | $15M | $12M | |
| Income Tax | $749.0K | $378.0K | $739.0K | $600.0K | $643.0K | $619.0K | $664.0K | $518.0K | $539.0K | $665.0K | $-10.0K | $17M | $41.0K | $706.0K | $641.0K | $646.0K | |
| Net Income | $18M | $23M | $12M | $15M | $58M | $8M | $30M | $9M | $31M | $3M | $221M | $36M | $10M | $-19M | $14M | $11M | |
| EPS (Basic) | $0.14 | $0.18 | $0.09 | $0.12 | $0.46 | $0.07 | $0.25 | $0.07 | $0.26 | $0.02 | $1.87 | $0.31 | $0.09 | $-0.16 | $0.11 | $0.10 | |
| EPS (Diluted) | $0.14 | $0.18 | $0.09 | $0.12 | $0.46 | $0.07 | $0.25 | $0.07 | $0.26 | $0.02 | $1.87 | $0.31 | $0.09 | $-0.16 | $0.11 | $0.10 | |
| Shares (Basic) | 126,069,000 | 125,879,000 | · | 125,729,000 | 125,688,000 | 125,513,000 | · | 123,359,000 | 118,859,000 | 118,072,000 | · | 117,543,000 | 117,482,000 | 117,450,000 | · | 117,382,000 | |
| Shares (Diluted) | 131,668,000 | 131,105,000 | · | 125,803,000 | 125,766,000 | 125,603,000 | · | 123,471,000 | 118,971,000 | 122,814,000 | · | 122,205,000 | 117,578,000 | 117,450,000 | · | 121,683,000 | |
| EBITDA | · | $32M | · | · | · | $39M | · | · | · | $39M | · | · | · | $26M | · | · |
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 | $58M | $50M | $49M | $78M | $53M | $48M | $41M | $68M | $79M | $67M | $101M | $51M | $49M | $62M | $86M | $108M | |
| Intangibles | $85M | $91M | $88M | $87M | $95M | $101M | $110M | $106M | $115M | $110M | · | $55M | $57M | $60M | · | $66M | |
| Total Assets | $3.38B | $3.39B | $3.31B | $3.33B | $3.31B | $3.31B | $3.31B | $3.21B | $3.24B | $3.21B | · | $2.88B | $2.90B | $2.92B | · | $2.96B | |
| Total Liabilities | $2.01B | $2.01B | $1.94B | $1.94B | $1.92B | $1.96B | $1.95B | $1.87B | $1.97B | $1.99B | · | $1.87B | $1.92B | $1.93B | · | $1.93B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Paid-in Capital | $1.17B | $1.17B | $1.16B | $1.16B | $1.16B | $1.15B | $1.15B | $1.14B | $1.05B | $1.02B | · | $1.01B | $1.01B | $1.01B | · | $1.01B | |
| Retained Earnings | $112M | $121M | $125M | $136M | $145M | $111M | $127M | $118M | $130M | $120M | · | $-65M | $-83M | $-74M | · | $-31M | |
| AOCI | $2M | $299.0K | $-703.0K | $-738.0K | $-190.0K | $-2.0K | $177.0K | $-34.0K | $689.0K | $739.0K | · | $1M | $321.0K | $341.0K | · | $554.0K | |
| Stockholders' Equity | $1.38B | $1.38B | $1.38B | $1.39B | $1.39B | $1.35B | $1.36B | $1.34B | $1.27B | $1.22B | $1.22B | $1.01B | $986M | $992M | $1.03B | $1.03B | |
| Liabilities + Equity | $3.38B | $3.39B | $3.31B | $3.33B | $3.31B | $3.31B | $3.31B | $3.21B | $3.24B | $3.21B | · | $2.88B | $2.90B | $2.92B | · | $2.96B | |
| Shares Outstanding | 125,912,647 | 125,912,647 | 125,912,647 | 125,450,684 | 125,450,684 | 125,450,684 | 125,450,684 | 117,652,656 | 117,652,656 | 117,652,656 | 117,652,656 | 117,450,951 | 117,450,951 | 117,571,250 | 117,450,951 | 117,440,748 |
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 | $35M | $32M | $28M | $38M | $34M | $37M | $35M | $36M | $41M | $39M | $30M | $28M | $26M | $26M | $26M | $25M | |
| Stock-based Comp | $3M | $4M | $3M | $3M | $4M | $3M | $3M | $3M | $2M | $2M | $2M | $2M | $2M | $2M | $3M | $3M | |
| Amort. of Intangibles | $5M | $5M | $5M | $7M | $6M | $8M | $9M | $7M | $8M | $7M | $6M | $2M | $2M | $2M | $3M | $3M | |
| Other Non-cash | · | $-20M | · | · | · | $-17M | · | · | · | $-22M | · | · | · | $21M | · | · | |
| Operating Cash Flow | $67M | $39M | $51M | $56M | $43M | $33M | $52M | $37M | $41M | $23M | $60M | $34M | $39M | $29M | $41M | $38M | |
| Investing Cash Flow | $-53M | $-95M | $-64M | $-31M | $41M | $-21M | $-88M | $-24M | $-78M | $-44M | $-31M | $-30M | $-34M | $-23M | $-41M | $-27M | |
| Debt Issued | $0 | $62M | $0 | $124M | $0 | $0 | $50M | $61M | $50M | $50M | $44M | $82M | $344M | $0 | $0 | $0 | |
| Net Debt Issued | · | $58M | · | · | · | $-3M | · | · | · | $-52M | · | · | · | $-5M | · | · | |
| Stock Issued | $51.0K | $-127.0K | $-9.0K | $-425.0K | $197.0K | $-182.0K | $7M | $93M | $20M | $17M | $177.0K | $0 | $195.0K | $0 | $159.0K | $0 | |
| Net Stock Activity | · | $-127.0K | · | · | · | $-182.0K | · | · | · | $17M | · | · | · | · | · | · | |
| Dividends Paid | $26M | $26M | $24M | $24M | $24M | $24M | $21M | $21M | $20M | $20M | $19M | $19M | $19M | $19M | $19M | $19M | |
| Financing Cash Flow | $-7M | $53M | $-52M | $2M | $-64M | $-4M | $37M | $-24M | $43M | $-58M | $67M | $-20M | $-23M | $-24M | $-24M | $-30M | |
| Net Change in Cash | $6M | $-3M | $-66M | $27M | $20M | $7M | $996.0K | $-12M | $6M | $-79M | $96M | $-16M | $-18M | $-18M | $-24M | $-19M |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 14.6% | 17.1% | · | 12.4% | 50.8% | 6.9% | · | 8.1% | 28.9% | 2.4% | · | 35.5% | 10.4% | -19.2% | · | 11.6% | |
| Pretax Margin | 15.8% | 18.0% | · | 13.4% | 53.8% | 7.6% | · | 8.9% | 30.6% | 2.8% | · | 53.6% | 10.7% | -19.6% | · | 12.3% | |
| EBITDA Margin | · | 24.4% | · | · | · | 32.7% | · | · | · | 36.0% | · | · | · | 26.0% | · | · | |
| ROA | 0.54% | 0.68% | · | 0.46% | 1.8% | 0.25% | · | 0.30% | 1.0% | 0.08% | · | 1.2% | 0.35% | -0.65% | · | 0.39% | |
| ROE | 1.3% | 1.7% | · | 1.1% | 4.4% | 0.64% | · | 0.77% | 2.7% | 0.24% | · | 3.5% | 1.0% | -1.9% | · | 1.1% |
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 | $10.94 | $10.97 | · | $11.04 | $11.10 | $10.78 | · | $11.38 | $10.76 | $10.39 | · | $8.58 | $8.40 | $8.44 | · | $8.79 | |
| Revenue / Share | $0.93 | $1.01 | · | $0.95 | $0.91 | $0.94 | · | $0.91 | $0.90 | $0.89 | · | $0.83 | $0.84 | $0.85 | · | $0.81 | |
| Cash Flow / Share | · | $0.30 | · | · | · | $0.26 | · | · | · | $0.19 | · | · | · | $0.25 | · | · | |
| Cash / Share | $0.46 | $0.40 | · | $0.62 | $0.42 | $0.38 | · | $0.58 | $0.67 | $0.57 | · | $0.43 | $0.42 | $0.53 | · | $0.92 | |
| Dividend / Share | $0.21 | $0.21 | $0.19 | $0.19 | $0.19 | $0.19 | $0.17 | $0.17 | $0.17 | $0.17 | $0.16 | $0.16 | · | · | · | · | |
| EPS (TTM) | $0.53 | $0.85 | · | $0.90 | $0.85 | $0.65 | · | $2.22 | $2.46 | $2.29 | · | $0.35 | $0.14 | $0.15 | · | $0.64 |
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 | $495M | $486M | · | $469M | $461M | $454M | · | $445M | $435M | $427M | · | $402M | $398M | $397M | · | $425M | |
| Net Income TTM | $68M | $108M | · | $111M | $105M | $78M | · | $264M | $291M | $270M | · | $41M | $16M | $18M | · | $75M | |
| Market Cap | $2.88B | $2.52B | · | $2.57B | $2.34B | $2.38B | · | $2.52B | $2.17B | $2.03B | · | $1.79B | $1.81B | $1.77B | · | $1.57B | |
| P/E | 43.2 | 23.5 | · | 22.7 | 22.0 | 29.2 | · | 9.6 | 7.5 | 7.5 | · | 43.6 | 110.2 | 100.4 | · | 20.8 | |
| P/S | 5.8 | 5.2 | · | 5.5 | 5.1 | 5.3 | · | 5.7 | 5.0 | 4.8 | · | 4.5 | 4.5 | 4.5 | · | 3.7 | |
| P/B | 2.1 | 1.8 | · | 1.9 | 1.7 | 1.8 | · | 1.9 | 1.7 | 1.7 | · | 1.8 | 1.8 | 1.8 | · | 1.5 | |
| P / Tangible Book | 2.2 | 1.9 | · | 2.0 | 1.8 | 1.9 | · | 2.0 | 1.9 | 1.8 | · | 1.9 | 2.0 | 1.9 | · | 1.6 | |
| P / Cash Flow | · | 64.3 | · | · | · | 73.2 | · | · | · | 88.6 | · | · | · | 60.2 | · | · | |
| Dividend Yield | 3.5% | 3.9% | · | 3.6% | 3.9% | 3.6% | · | 3.2% | 3.6% | 3.8% | · | 4.2% | 4.2% | 4.2% | · | 4.7% | |
| Earnings Yield | 2.3% | 4.2% | · | 4.4% | 4.6% | 3.4% | · | 10.4% | 13.3% | 13.3% | · | 2.3% | 0.91% | 1.0% | · | 4.8% | |
| Payout Ratio | · | 116.7% | · | · | · | 291.2% | · | · | · | 775.3% | · | · | · | -98.3% | · | · | |
| Annual Payout | $101M | $98M | · | $93M | $90M | $87M | · | $80M | $78M | $77M | · | $75M | $75M | $75M | · | $74M |
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 | $472M | $445M | $417M | $398M | $425M |
| Net Income | $94M | $73M | $248M | $46M | $103M |
| Diluted EPS | $0.74 | $0.60 | $2.11 | $0.39 | $0.88 |
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) 283 filers · $3.2B total · As of Sept. 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
283
Value held
$3.2B
New positions
44
Exited positions
17
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 44 (+4 vs prior Q) | 17 (-1 vs prior Q) | 95 (-2 vs prior Q) | 78 (+13 vs prior Q) | -2.5M |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $523,714,999 | 22,889,642 | 16.55% | Shares |
| FMR LLC | $421,738,766 | 18,432,638 | 13.33% | Shares |
| VANGUARD GROUP INC | $391,720,653 | 20,412,749 | 12.38% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $329,101,550 | 14,383,809 | 10.40% | Shares |
| STATE STREET CORP | $165,944,178 | 7,252,805 | 5.25% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $129,644,006 | 5,666,259 | 4.10% | Shares |
| JENNISON ASSOCIATES LLC | $108,861,621 | 4,757,938 | 3.44% | Shares |
| Resolution Capital Ltd | $95,886,030 | 4,190,823 | 3.03% | Shares |
| MILLENNIUM MANAGEMENT LLC | $85,754,332 | 3,748,004 | 2.71% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $81,895,801 | 3,578,684 | 2.59% | Shares |
| WESTWOOD HOLDINGS GROUP INC | $69,207,034 | 3,024,783 | 2.19% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $60,818,586 | 2,658,155 | 1.92% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $43,136,462 | 1,885,281 | 1.36% | Shares |
| Nuveen, LLC | $42,714,217 | 1,866,881 | 1.35% | Shares |
| NORTHERN TRUST CORP | $40,923,671 | 1,788,622 | 1.29% | Shares |
| MORGAN STANLEY | $34,875,452 | 1,524,275 | 1.10% | Shares |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $28,212,687 | 1,233,072 | 0.89% | Shares |
| Bank of New York Mellon Corp | $25,151,636 | 1,099,285 | 0.80% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $22,244,371 | 972,219 | 0.70% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $19,184,972 | 838,504 | 0.61% | Shares |
| PANAGORA ASSET MANAGEMENT INC | $19,171,930 | 837,934 | 0.61% | Shares |
| Fisher Asset Management, LLC | $17,822,900 | 778,973 | 0.56% | Shares |
| Legal & General Group Plc | $17,780,415 | 777,116 | 0.56% | Shares |
| CITADEL ADVISORS LLC | $16,215,628 | 708,725 | 0.51% | Shares |
| GOLDMAN SACHS GROUP INC | $15,405,447 | 673,315 | 0.49% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $13,936,757 | 609,124 | 0.44% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $13,443,123 | 672,829 | 0.42% | Shares |
| Invesco Ltd. | $11,841,544 | 517,550 | 0.37% | Shares |
| BANK OF AMERICA CORP /DE/ | $11,207,720 | 489,848 | 0.35% | Shares |
| TWO SIGMA INVESTMENTS, LP | $11,109,476 | 485,554 | 0.35% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $10,452,033 | 456,820 | 0.33% | Shares |
| Vision Capital Corp | $10,181,600 | 445,000 | 0.32% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $9,929,531 | 433,983 | 0.31% | Shares |
| Public Sector Pension Investment Board | $9,906,560 | 432,979 | 0.31% | Shares |
| JPMORGAN CHASE & CO | $9,830,323 | 418,821 | 0.31% | Shares |
| UBS Group AG | $9,540,410 | 416,976 | 0.30% | Shares |
| Balyasny Asset Management L.P. | $7,894,469 | 345,038 | 0.25% | Shares |
| RHUMBLINE ADVISERS | $7,436,666 | 325,030 | 0.24% | Shares |
| PRUDENTIAL FINANCIAL INC | $7,405,387 | 323,662 | 0.23% | Shares |
| Russell Investments Group, Ltd. | $7,236,518 | 316,281 | 0.23% | Shares |
| SEI INVESTMENTS CO | $7,012,896 | 306,506 | 0.22% | Shares |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $6,402,945 | 279,849 | 0.20% | Shares |
| Qube Research & Technologies Ltd | $6,356,911 | 277,837 | 0.20% | Shares |
| Swiss National Bank | $5,784,270 | 252,809 | 0.18% | Shares |
| HSBC HOLDINGS PLC | $5,605,040 | 245,014 | 0.18% | Shares |
| Quantinno Capital Management LP | $4,909,329 | 214,568 | 0.16% | Shares |
| FIRST TRUST ADVISORS LP | $4,783,934 | 209,088 | 0.15% | Shares |
| AMERIPRISE FINANCIAL INC | $4,782,470 | 209,024 | 0.15% | Shares |
| NOMURA ASSET MANAGEMENT CO LTD | $4,766,613 | 208,331 | 0.15% | Shares |
| Cubist Systematic Strategies, LLC | $4,760,912 | 232,580 | 0.15% | Shares |
Company insiders 27 insiders · 3 officers · 8 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Jeffrey S Olson | Chairman of the Board & CEO | May 7, 2026 C | 3,665 | 0 | 2 | $-3,922,062 |
| Andrea Rosenthal Drazin | Chief Accounting Officer | May 7, 2026 D | 11,698 | 0 | 0 | $0 |
| Donald P. Casey | General Counsel | Feb. 17, 2015 A | 3,066 | 0 | 0 | $0 |
| Douglas William Sesler | Director | May 6, 2026 A | · | 0 | 0 | $0 |
| Katherine M Sandstrom | Director | May 6, 2026 A | · | 0 | 0 | $0 |
| Norman K. Jenkins | Director | May 6, 2026 A | · | 0 | 0 | $0 |
| Kevin P. O'Shea | Director | May 6, 2026 A | 13,147 | 0 | 0 | $0 |
| Mary Baglivo | Director | May 6, 2026 A | · | 0 | 0 | $0 |
| Catherine Rice | Director | May 6, 2026 A | 36,167 | 0 | 0 | $0 |
| Steven H Grapstein | Director | May 6, 2026 A | 8,595 | 0 | 0 | $0 |
| Jeffrey Mooallem | · | March 12, 2026 A | 0 | 0 | 0 | $0 |
| Mark Langer | · | March 12, 2026 A | 35,816 | 0 | 0 | $0 |
| Heather Ohlberg | · | Feb. 2, 2026 F | 6,945 | 0 | 0 | $0 |
| Robert C. Milton III | · | May 12, 2025 C | 0 | 0 | 0 | $0 |
| Steven Guttman | · | May 3, 2023 A | 13,147 | 0 | 0 | $0 |
| Danielle De Vita | · | Feb. 10, 2023 A | · | 0 | 0 | $0 |
| Susan Givens | · | June 10, 2022 A | · | 0 | 0 | $0 |
| Steven Roth | · | June 10, 2022 A | 0 | 0 | 0 | $0 |
| Jennifer Holmes | · | April 4, 2022 F | 21,008 | 0 | 0 | $0 |
| Christopher Weilminster | · | March 2, 2022 A | · | 0 | 0 | $0 |
| Herbert Eilberg | · | March 2, 2022 A | 29,721 | 0 | 0 | $0 |
| Michael Gould | · | May 5, 2021 A | 8,595 | 0 | 0 | $0 |
| Amy B Lane | · | May 5, 2021 A | 8,595 | 0 | 0 | $0 |
| Donald Ten Eyck Briggs | · | Feb. 20, 2020 A | · | 0 | 0 | $0 |
| Michael Zucker | · | Nov. 5, 2018 A | 33,560 | 0 | 0 | $0 |
| Bernard Schachter | · | May 16, 2018 D | 24,584 | 0 | 0 | $0 |
| Robert Minutoli | · | Feb. 28, 2018 A | 81,112 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 51 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 |
|---|---|---|---|---|
| FPRO · FIDELITY COVINGTON TRUST | 1.32% | 9,622 NS | July 31, 2026 | N-PORT |
| VRAI · ETFis Series Trust I | 1.08% | 8,833 NS | July 31, 2026 | N-PORT |
| XSLV · Invesco Exchange-Traded Fund Trust … | 0.98% | 116,115 | Oct. 2, 2026 | Daily |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0.58% | 8,114 | Oct. 2, 2026 | Daily |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.27% | 70,373 NS | July 31, 2026 | N-PORT |
| FYC · First Trust Exchange-Traded AlphaDE… | 0.27% | 153,422 NS | July 31, 2026 | N-PORT |
| CVY · Invesco Exchange-Traded Fund Trust | 0.27% | 15,883 | Oct. 2, 2026 | Daily |
| ROSC · Lattice Strategies Trust | 0.24% | 6,580 NS | July 31, 2026 | N-PORT |
| USRT · iShares Trust | 0.23% | 483,251 SH | Sept. 11, 2026 | Daily |
| DFAR · Dimensional ETF Trust | 0.21% | 167,172 NS | July 31, 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.19% | 112,712 SH | Aug. 19, 2026 | Daily |
| HSMV · First Trust Exchange-Traded Fund III | 0.19% | 2,890 NS | July 31, 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.18% | 24,959 | Oct. 2, 2026 | Daily |
| FREL · FIDELITY COVINGTON TRUST | 0.18% | 120,701 NS | July 31, 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.16% | 19,319 | Oct. 2, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.16% | 440,671 SH | Aug. 19, 2026 | Daily |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.16% | 139,051 SH | Aug. 19, 2026 | Daily |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0.15% | 4,794,283 SH | Aug. 19, 2026 | Daily |
| VIOG · VANGUARD ADMIRAL FUNDS | 0.15% | 72,003 SH | Aug. 19, 2026 | Daily |
| EBIT · Harbor ETF Trust | 0.15% | 792 NS | July 31, 2026 | N-PORT |
| REET · iShares Trust | 0.15% | 344,701 SH | Sept. 11, 2026 | Daily |
| DFGR · Dimensional ETF Trust | 0.14% | 237,945 NS | July 31, 2026 | N-PORT |
| ERET · iShares Trust | 0.13% | 820 SH | Sept. 11, 2026 | Daily |
| BKSE · BNY Mellon ETF Trust | 0.12% | 4,571 NS | July 31, 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.11% | 34,003 NS | July 31, 2026 | N-PORT |
| RSSL · Global X Funds | 0.09% | 61,956 NS | July 31, 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.09% | 744,278 SH | Aug. 19, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.09% | 121,479 | Oct. 2, 2026 | Daily |
| IWM · iShares Trust | 0.09% | 3,318,817 SH | Sept. 11, 2026 | Daily |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.06% | 38,127 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.06% | 1,834,078 SH | Aug. 19, 2026 | Daily |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.05% | 13,899 NS | July 31, 2026 | N-PORT |
| ISCG · iShares Trust | 0.05% | 23,628 SH | Sept. 11, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.03% | 1,445,167 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.03% | 2,888,885 SH | Aug. 19, 2026 | Daily |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.03% | 30,157 | Oct. 2, 2026 | Daily |
| WSML · iShares Trust | 0.02% | 7,632 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.00% | 4,628 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 187,232 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.00% | 31,775 SH | Sept. 9, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 3,996,677 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 95,105 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 10,408 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.00% | 28,678 SH | Aug. 19, 2026 | Daily |
| IJR · iShares Trust | · | 7,700,641 SH | Sept. 10, 2026 | Daily |
| IJT · iShares Trust | · | 572,181 SH | Sept. 9, 2026 | Daily |
| IJS · iShares Trust | · | 587,370 SH | Sept. 8, 2026 | Daily |
| IWN · iShares Trust | · | 1,216,357 SH | Sept. 11, 2026 | Daily |
| XJR · iShares Trust | · | 17,376 SH | Aug. 31, 2026 | Daily |
| ISCB · iShares Trust | · | 5,538 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 11,525 SH | Sept. 11, 2026 | Daily |
UE Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 15 analysts
BUY
Median target
$24.00
+21.8%
6 40.0%
Strong Buy
4 26.7%
Buy
5 33.3%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
6 analysts · 2026-09-30Mean target $24.17 +22.7%
← Below all targets
Current price $19.70
Low$22.00
Mean$24.17
High$26.00
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 |
|---|---|---|---|---|---|---|
| UE | $2.42B | 25.9 | 6.1% | 19.8% | 6.8% | · |
| PECO | $4.47B | 40.0 | 9.9% | 15.3% | 4.8% | · |
| KRG | $5.01B | 17.5 | 0.82% | 35.4% | 9.3% | · |
| SKT | · | 35.9 | · | · | · | · |
| CURB | $2.45B | 62.7 | 51.3% | 21.8% | 2.1% | · |
| AKR | $2.69B | 205.4 | 14.2% | 4.1% | 0.79% | · |
| IVT | $2.19B | 19.9 | 9.2% | 37.2% | 6.2% | · |
| NTST | $1.64B | 220.5 | 19.8% | 3.6% | 0.50% | · |
| GTY | $1.64B | 20.3 | 9.0% | 35.7% | 7.7% | · |
| CBL | $1.12B | 8.5 | 12.2% | 23.5% | 38.9% | · |
| ALX | $1.11B | 39.6 | -5.8% | 13.2% | 22.2% | · |
Latest News Recent headlines mentioning this company
My Metrics Your personal watchlist — selected rows from Full Fundamentals
Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.
Source: SEC 10-Q filed Aug 6, 2026