UMH Properties, Inc. (UMH)
NYSEReal EstateReit - ResidentialSnapshot 2026-09-15
$15.57-0.45%
Close 2026-09-15 · 1-day change
NYSEReal EstateReit - ResidentialSnapshot 2026-09-15
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Put UMH beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Real Estate is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar broken — FFO per share guidance range tightened to $0.98-$1.04: FFO guidance $0.92-$0.98 vs target $0.98-$1.04.
View ThesisRevenue is growing steadily — about 8% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskUMH's growth relies on maintaining its FFO guidance range and capital allocation strategy. Revenue grew 7% year over year, and the last quarter beat estimates by $0.02. It trades at 12.8× P/FFO versus a peer median of 12.9×, indicating the market prices in more growth than expected. The primary risk is a potential cut to guidance, with a 35% chance of a miss next quarter. Peer multiples imply a price about 31% below where it trades (it looks expensive on this basis). This read is provisional.
Trailing returns as of 2026-09-15. UMH is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 9 analysts currently covering UMH (as of Sep 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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Compare UMH with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| UMH Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 3 valuation methods, at three horizons. As of 2026-09-15. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Multi-Family Residential REITs — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put UMH next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Amend and extend revolving credit facility
Securing financing supports capital allocation objectives.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-15. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Potential sale process could disrupt capital allocation strategy.
Advances: Tighten and maintain normalized FFO guidance range
Reaffirmed guidance supports FFO normalization efforts.
Advances: Tighten and maintain normalized FFO guidance range
Earnings beat supports FFO guidance and growth objectives.
Threatens: Drive growth in rental income and occupancy
Earnings test indicates potential issues with revenue and occupancy.
Advances: Complete acquisitions
Supports growth through favorable legislation for manufactured housing.
Advances: Complete acquisitions
Insider buying indicates confidence in company prospects.
Positive analyst outlook supports growth and valuation.