UMH Properties (UMH)
Market Price (4/23/2026): $15.36 | Market Cap: $1.3 BilSector: Financials | Industry: Diversified Capital Markets
UMH Properties (UMH)
Market Price (4/23/2026): $15.36Market Cap: $1.3 BilSector: FinancialsIndustry: Diversified Capital Markets
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.5%, Dividend Yield is 5.5%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.5%, FCF Yield is 6.3% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 31%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 31% Low stock price volatilityVol 12M is 19% Megatrend and thematic driversMegatrends include Affordable Living & Housing Accessibility. Themes include Manufactured Housing Development, and Affordable Housing Solutions. | Weak multi-year price returns2Y Excs Rtn is -30%, 3Y Excs Rtn is -51% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 51% Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 23x, P/EPrice/Earnings or Price/(Net Income) is 49x Key risksUMH key risks include [1] its concentration of properties in weather-vulnerable states like Florida and Tennessee and [2] potential losses from the approximately $82 million in mortgage loans it provides directly to its own resident homebuyers. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 7.5%, Dividend Yield is 5.5%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 3.5%, FCF Yield is 6.3% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 31%, FCF/Rev LTMFree Cash Flow / Revenue (Sales), Last Twelve Months (LTM) is 31% |
| Low stock price volatilityVol 12M is 19% |
| Megatrend and thematic driversMegatrends include Affordable Living & Housing Accessibility. Themes include Manufactured Housing Development, and Affordable Housing Solutions. |
| Weak multi-year price returns2Y Excs Rtn is -30%, 3Y Excs Rtn is -51% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 51% |
| Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 23x, P/EPrice/Earnings or Price/(Net Income) is 49x |
| Key risksUMH key risks include [1] its concentration of properties in weather-vulnerable states like Florida and Tennessee and [2] potential losses from the approximately $82 million in mortgage loans it provides directly to its own resident homebuyers. |
Qualitative Assessment
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1. Mixed Fourth Quarter 2025 Financial Results: UMH Properties reported a diluted EPS of ($0.01) for Q4 2025, significantly missing the consensus estimate of $0.24, and revenue of $66.97 million, which was below the anticipated $68.70 million. This earnings miss led to an initial decline of 2.53% in pre-market trading following the announcement on February 25, 2026, which likely tempered any significant upward movement in the stock.
2. Robust First Quarter 2026 Operational Performance and Positive 2026 Outlook: Despite the Q4 2025 miss, UMH Properties provided a strong operational update for Q1 2026, reporting an 8% increase in gross home sales revenue to $7.2 million year-over-year. The company converted 146 homes into revenue-generating rentals, boosting rental home occupancy to 94.6%, and saw total occupancy increase by 184 units to 87.7%. Management also issued normalized FFO guidance for 2026 between $0.97 and $1.05 per share, projecting a 2% to 10% increase and plans to add 700-800 new rental homes, which provided a positive outlook and fundamental support for the stock.
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Stock Movement Drivers
Fundamental Drivers
The -2.1% change in UMH stock from 12/31/2025 to 4/22/2026 was primarily driven by a -3.3% change in the company's Net Income Margin (%).| (LTM values as of) | 12312025 | 4222026 | Change |
|---|---|---|---|
| Stock Price ($) | 15.69 | 15.36 | -2.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 257 | 262 | 2.0% |
| Net Income Margin (%) | 10.5% | 10.1% | -3.3% |
| P/E Multiple | 49.6 | 49.2 | -0.7% |
| Shares Outstanding (Mil) | 85 | 85 | 0.1% |
| Cumulative Contribution | -2.1% |
Market Drivers
12/31/2025 to 4/22/2026| Return | Correlation | |
|---|---|---|
| UMH | -2.1% | |
| Market (SPY) | -5.4% | 19.6% |
| Sector (XLF) | -4.7% | 22.0% |
Fundamental Drivers
The 6.5% change in UMH stock from 9/30/2025 to 4/22/2026 was primarily driven by a 24.0% change in the company's P/E Multiple.| (LTM values as of) | 9302025 | 4222026 | Change |
|---|---|---|---|
| Stock Price ($) | 14.42 | 15.36 | 6.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 250 | 262 | 4.5% |
| Net Income Margin (%) | 12.2% | 10.1% | -16.9% |
| P/E Multiple | 39.7 | 49.2 | 24.0% |
| Shares Outstanding (Mil) | 84 | 85 | -1.1% |
| Cumulative Contribution | 6.5% |
Market Drivers
9/30/2025 to 4/22/2026| Return | Correlation | |
|---|---|---|
| UMH | 6.5% | |
| Market (SPY) | -2.9% | 13.8% |
| Sector (XLF) | -2.7% | 28.3% |
Fundamental Drivers
The -13.1% change in UMH stock from 3/31/2025 to 4/22/2026 was primarily driven by a -24.6% change in the company's P/E Multiple.| (LTM values as of) | 3312025 | 4222026 | Change |
|---|---|---|---|
| Stock Price ($) | 17.67 | 15.36 | -13.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 241 | 262 | 8.8% |
| Net Income Margin (%) | 9.0% | 10.1% | 12.6% |
| P/E Multiple | 65.3 | 49.2 | -24.6% |
| Shares Outstanding (Mil) | 80 | 85 | -5.9% |
| Cumulative Contribution | -13.1% |
Market Drivers
3/31/2025 to 4/22/2026| Return | Correlation | |
|---|---|---|
| UMH | -13.1% | |
| Market (SPY) | 16.3% | 40.4% |
| Sector (XLF) | 5.9% | 43.0% |
Fundamental Drivers
The 21.8% change in UMH stock from 3/31/2023 to 4/22/2026 was primarily driven by a 37.3% change in the company's P/S Multiple.| (LTM values as of) | 3312023 | 4222026 | Change |
|---|---|---|---|
| Stock Price ($) | 12.61 | 15.36 | 21.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 196 | 262 | 33.7% |
| P/S Multiple | 3.6 | 5.0 | 37.3% |
| Shares Outstanding (Mil) | 56 | 85 | -33.7% |
| Cumulative Contribution | 21.8% |
Market Drivers
3/31/2023 to 4/22/2026| Return | Correlation | |
|---|---|---|
| UMH | 21.8% | |
| Market (SPY) | 63.3% | 34.1% |
| Sector (XLF) | 69.6% | 40.4% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| UMH Return | 91% | -39% | 0% | 30% | -11% | -0% | 35% |
| Peers Return | 41% | -27% | 4% | -4% | 1% | 7% | 10% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 3% | 88% |
Monthly Win Rates [3] | |||||||
| UMH Win Rate | 67% | 33% | 58% | 58% | 25% | 25% | |
| Peers Win Rate | 71% | 33% | 42% | 46% | 50% | 75% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| UMH Max Drawdown | -3% | -43% | -14% | -6% | -22% | -10% | |
| Peers Max Drawdown | -8% | -38% | -15% | -15% | -8% | -2% | |
| S&P 500 Max Drawdown | -1% | -25% | -1% | -2% | -15% | -7% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: SUI, ELS.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/22/2026 (YTD)
How Low Can It Go
| Event | UMH | S&P 500 |
|---|---|---|
| 2022 Inflation Shock | ||
| % Loss | -50.9% | -25.4% |
| % Gain to Breakeven | 103.8% | 34.1% |
| Time to Breakeven | Not Fully Recovered days | 464 days |
| 2020 Covid Pandemic | ||
| % Loss | -45.3% | -33.9% |
| % Gain to Breakeven | 82.7% | 51.3% |
| Time to Breakeven | 324 days | 148 days |
| 2018 Correction | ||
| % Loss | -34.8% | -19.8% |
| % Gain to Breakeven | 53.3% | 24.7% |
| Time to Breakeven | 1,099 days | 120 days |
| 2008 Global Financial Crisis | ||
| % Loss | -68.3% | -56.8% |
| % Gain to Breakeven | 215.7% | 131.3% |
| Time to Breakeven | 3,051 days | 1,480 days |
Compare to SUI, ELS
In The Past
UMH Properties's stock fell -50.9% during the 2022 Inflation Shock from a high on 12/31/2021. A -50.9% loss requires a 103.8% gain to breakeven.
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About UMH Properties (UMH)
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Here are a few analogies for UMH Properties (UMH):
- Equity Residential for manufactured home communities. (Equity Residential is a well-known REIT that owns and operates apartment complexes.)
- Public Storage for manufactured home lots. (Public Storage is a well-known REIT that owns and operates self-storage facilities.)
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- Manufactured Home Community Leases: UMH Properties leases developed homesites within its manufactured home communities to residents.
- REIT Securities Investment: The company generates income from its portfolio of real estate investment trust (REIT) securities.
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UMH Properties (UMH) sells primarily to individuals. Based on the nature of its business as an owner and operator of manufactured home communities, its major customer categories include:
- Affordable Housing Seekers: Individuals and families looking for a more economical and accessible housing solution compared to traditional site-built homes or apartment rentals. Manufactured homes often represent a more affordable path to homeownership or stable renting.
- Community-Oriented Residents: People who value the sense of community, shared amenities (such as clubhouses, pools, and recreational facilities), and social activities often provided within manufactured home communities.
- Seniors and Retirees: A significant segment of residents in many manufactured home communities consists of older adults seeking a comfortable, often single-story, and lower-maintenance lifestyle, sometimes in age-restricted communities.
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Samuel A. Landy, President & Chief Executive Officer
Mr. Landy started his career at UMH Properties, Inc. in 1991 and was promoted to his current role of President and Chief Executive Officer in 1995. Under his leadership, UMH has grown its portfolio of manufactured housing communities from 22 communities containing approximately 4,200 homesites in 1991 to 136 communities containing approximately 25,800 homesites. He also championed the expansion of existing communities and the greenfield development of new communities. Mr. Landy launched UMH Sales and Finance, Inc., which has sold over 5,700 manufactured homes and financed over $100 million of manufactured home loans. When financing homes became challenging due to changes in finance laws, he pivoted the company to a rental model, and UMH now has a portfolio of 10,200 rental homes. Mr. Landy was inducted into the RV/MH Hall of Fame in 2024. He is an Attorney at Law, having earned his J.D. from Widener University School of Law, and joined the family business, UMH Properties, which was founded by his father Eugene Landy.
Anna T. Chew, Executive Vice President, Chief Financial Officer & Treasurer
Ms. Chew serves as Executive Vice President, Chief Financial Officer and Treasurer (2022 to present) of UMH Properties, Inc. She previously held the titles of Vice President and Chief Financial Officer (1995 to 2022), Chief Accounting Officer (1991 to present), Treasurer (2004 to present), and Controller (1991 to 1995). She has been a Director of UMH Properties, Inc. since 1995. Ms. Chew is a Certified Public Accountant. She also formerly served as a Director at Monmouth Real Estate Investment Corp. from 2013 to 2017 and as Chief Financial Officer & Executive Vice President at Monmouth Capital Corp. in 2007.
Eugene W. Landy, Founder and Chairman of the Board
Mr. Landy founded UMH Properties, Inc. in 1968 and has served as Chairman of the Board since 1995. He was President and Chief Executive Officer of the company from 1968 to 1995. Mr. Landy is an Attorney at Law. In 1968, he also founded Monmouth Real Estate Investment Corporation, an industrial-focused REIT, and served as its Founder, Chairman of the Board, and Director (1968 to 2022), and President and Chief Executive Officer (1968 to 2013). He recruited his sons, Michael and Sam, to oversee UMH Properties and Monmouth Real Estate Investment Corporation. Mr. Landy holds a law degree from Yale Law School.
Brett Taft, Executive Vice President & Chief Operating Officer
Mr. Taft has served as Executive Vice President and Chief Operating Officer of UMH Properties, Inc. since 2022. His previous roles at the company include Vice President and Chief Operating Officer (2020 to 2022), Vice President (2016 to 2019), and Vice President of Acquisitions and Property Integration (2013 to 2016). Mr. Taft joined CentraState's Board of Trustees in 2020 and has been involved with the CentraState Healthcare Foundation Board of Trustees since 2018. He is also a co-founder and president of Open Space Pace, a local nonprofit organization. Mr. Taft is a graduate of Monmouth University.
Craig Koster, Executive Vice President, General Counsel & Secretary
Mr. Koster is the Executive Vice President, General Counsel and Secretary of UMH Properties, Inc., a position he has held since 2022. He previously served as General Counsel and Secretary from 2015 to 2022 and as In-House Counsel from 2012 to 2014 for UMH Properties. Mr. Koster has been an Attorney at Law since 2001. He also holds the position of General Counsel for Monmouth Real Estate Investment Corporation, an affiliated company, since 2000.
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The key risks to UMH Properties' business include its exposure to interest rate fluctuations, potential regulatory or political changes impacting the manufactured housing sector, and broader economic uncertainties that could affect consumer affordability and supply chains.
- Interest Rate Risk: As a Real Estate Investment Trust (REIT), UMH Properties relies on debt financing for its investments and operations. Increases in interest rates directly lead to higher borrowing costs, which can negatively impact the company's cash flows, its ability to refinance existing debt, and its access to capital markets for future expansion. While UMH has a significant portion of its debt at fixed rates, the prospect of refinancing at higher rates remains a concern.
- Regulatory and Political Risks: The manufactured housing sector could face increased competition if political efforts to combat housing crises lead to a reduction in regulatory barriers or "red tape" for new supply. Additionally, the implementation of rent control measures in the regions where UMH operates its communities presents a direct risk to its revenue growth and profitability.
- Economic Uncertainties and Supply Chain Disruptions: General economic downturns or uncertainties can affect consumer affordability for manufactured homes, potentially impacting demand for UMH's rental units and home sales. Furthermore, ongoing supply chain difficulties can hinder the availability of manufactured homes, slowing down occupancy growth even when demand is strong, and tariffs could increase acquisition costs or create bottlenecks.
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Clear Emerging Threats for UMH Properties (UMH):
- Increased Regulatory Scrutiny and Rent Control Legislation: There is an emerging trend across several states and localities to implement stricter tenant protections and rent control measures specifically targeting manufactured home communities. This poses a direct threat to UMH's ability to manage site rental rates and operational profitability, potentially limiting revenue growth and increasing regulatory compliance costs.
- Growth of Resident-Owned Communities (ROCs): Organizations and governmental initiatives promoting the conversion of manufactured home communities to resident-owned cooperatives (ROCs) are gaining traction. This model allows residents to collectively purchase the land, directly competing with the for-profit ownership model of companies like UMH. The increasing success and support for ROCs present an emerging threat by reducing the pool of potential acquisition targets for UMH and potentially encouraging residents in existing UMH communities to explore conversion, thereby removing properties from UMH's portfolio.
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Addressable Markets for UMH Properties, Inc.
UMH Properties, Inc. primarily operates in the manufactured housing sector, owning and operating manufactured home communities. Their main products or services involve providing developed homesites for manufactured homes, essentially participating in the manufactured home rental market, and potentially the sale of manufactured homes.
Manufactured Home Rental Market
The global mobile home rental market, which directly relates to UMH Properties' core business of providing manufactured home sites, was valued at approximately USD 9.3 billion in 2023 and is projected to reach USD 17.8 billion by 2032, growing at a Compound Annual Growth Rate (CAGR) of 7.5% during this forecast period. North America holds the largest share of this market and is expected to continue its strong performance with a projected CAGR of 6.8% during the forecast period. Within the United States, there are an estimated 4.3 million manufactured home sites across approximately 44,000 manufactured home communities. Additionally, approximately 7.9 million manufactured homes account for 5.4% of all housing units in the country.
United States Manufactured Homes Market (Sales)
The broader United States manufactured homes market, encompassing the sale of manufactured homes, provides additional context for UMH Properties' addressable market. This market was valued at USD 24.451 billion in 2024 and is anticipated to reach USD 36.679.4 million by 2032, with a CAGR of 5.2% during the forecast period (2024-2032). Another estimate indicates the US manufactured homes market was valued at USD 32.07 billion in 2024 and is expected to reach USD 45.82 billion by 2030, rising at a CAGR of 5.97%. The demand for manufactured homes is driven by increasing affordability concerns, with the average new manufactured home costing significantly less than a traditional site-built home.
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UMH Properties (UMH) is expected to drive future revenue growth over the next two to three years through several key initiatives:
- Site Rent Increases: The company anticipates implementing annual site rent increases of approximately 5% in 2026, which is a consistent driver of same-property revenue growth.
- Expansion of the Rental Home Program and Occupancy Gains: UMH Properties plans to install and rent 800 new homes in 2026, building on the 717 new homes added and rented in 2025. This strategy directly increases rental and related income and improves overall occupancy rates across its communities.
- Strategic Community Acquisitions and Development: The company continues its value-add acquisition strategy, having purchased five communities with 587 sites for $41.8 million in 2025. UMH also intends to develop over 400 new sites in 2026, along with continued capital deployment for community improvements and expansions, thereby growing its portfolio of revenue-generating properties.
- Growth in Manufactured Home Sales: UMH Properties achieved a new record in gross home sales revenue of $36.4 million in 2025 and expects similar or improved sales performance in 2026, with the potential to exceed $40 million. This contributes to overall revenue, particularly as new developments like Honey Ridge come online.
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Share Repurchases
- In 2025, UMH Properties bought back 320,000 shares of its common stock.
- Approximately $4.82 million in stock was repurchased by UMH Properties during Q4 2025.
- UMH Properties did not repurchase any shares of its Common Stock in 2023 and 2024.
Share Issuance
- In 2025, UMH issued and sold approximately 2.6 million shares of Common Stock, generating gross proceeds of $45.1 million and net proceeds of $44.1 million through its At-the-Market Sale Program.
- Approximately 93,000 shares of Series D Preferred Stock were issued and sold in 2025, yielding gross proceeds of $2.1 million and net proceeds of $2.0 million via its At-the-Market Sale Program.
- Per-share FFO growth of 36% since 2020 reflects significant equity issuances to fund expansion.
Inbound Investments
- In 2021, UMH entered a joint venture with Nuveen Real Estate for acquiring new manufactured housing assets in the U.S., with an initial capital commitment of $170 million.
- UMH expanded its relationship with Nuveen Real Estate in November 2023, forming a new joint venture.
- Capital for the new joint venture entity with Nuveen Real Estate is funded 60% by Nuveen and 40% by UMH.
Outbound Investments
- UMH acquired five communities with 587 homesites for $41.8 million in 2025.
- In 2022, UMH acquired six mobile home communities comprising nearly 1,500 home sites for a total of $86.3 million.
- Year to date, as of July 2, 2025, UMH completed the acquisition of four communities, totaling 457 sites, for a purchase price of $39.2 million.
Capital Expenditures
- UMH has guided for an overall capital deployment of $120-150 million in 2026 for rental home purchases, notes, expansions, and community improvements.
- In 2026, the company plans to add 700-800 new rental homes and develop 300 or more sites.
- Investing cash outflows were approximately -$64.1 million in Q3 2025 and -$44.46 million in Q4 2025, indicating ongoing capital expenditures and property investments.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| UMH Properties Earnings Notes | 12/16/2025 | |
| How Low Can UMH Properties Stock Really Go? | 10/17/2025 | |
| UMH Properties (UMH) Operating Cash Flow Comparison | 08/09/2025 | |
| UMH Properties (UMH) Net Income Comparison | 08/09/2025 | |
| UMH Properties (UMH) EBITDA Comparison | 08/09/2025 | |
| UMH Properties (UMH) Operating Income Comparison | 08/09/2025 | |
| UMH Properties (UMH) Debt Comparison | 08/09/2025 | |
| UMH Properties (UMH) Revenue Comparison | 08/09/2025 | |
| UMH Properties (UMH) Tax Expense Comparison | 08/09/2025 | |
| Why UMH Properties Stock Moved: UMH Stock Has Lost 29% Since 2021 Fiscal End, Primarily Due To Unfavorable Change In Revenues | 08/08/2025 | |
| ARTICLES | ||
| Stocks Trading At 52-Week Low | 08/26/2025 |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 62.82 |
| Mkt Cap | 12.2 |
| Rev LTM | 1,467 |
| Op Inc LTM | 436 |
| FCF LTM | 334 |
| FCF 3Y Avg | 307 |
| CFO LTM | 571 |
| CFO 3Y Avg | 572 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 1.2% |
| Rev Chg 3Y Avg | 2.2% |
| Rev Chg Q | 3.4% |
| QoQ Delta Rev Chg LTM | 0.8% |
| Op Inc Chg LTM | 6.0% |
| Op Inc Chg 3Y Avg | 9.4% |
| Op Mgn LTM | 19.3% |
| Op Mgn 3Y Avg | 20.1% |
| QoQ Delta Op Mgn LTM | 0.1% |
| CFO/Rev LTM | 38.3% |
| CFO/Rev 3Y Avg | 39.5% |
| FCF/Rev LTM | 31.3% |
| FCF/Rev 3Y Avg | 37.3% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 12.2 |
| P/S | 7.0 |
| P/Op Inc | 27.3 |
| P/EBIT | 23.3 |
| P/E | 31.5 |
| P/CFO | 18.2 |
| Total Yield | 7.5% |
| Dividend Yield | 5.5% |
| FCF Yield 3Y Avg | 5.3% |
| D/E | 0.3 |
| Net D/E | 0.3 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | -0.0% |
| 3M Rtn | 0.6% |
| 6M Rtn | 3.5% |
| 12M Rtn | 2.0% |
| 3Y Rtn | 3.8% |
| 1M Excs Rtn | -8.5% |
| 3M Excs Rtn | -3.2% |
| 6M Excs Rtn | -1.4% |
| 12M Excs Rtn | -37.5% |
| 3Y Excs Rtn | -66.9% |
Price Behavior
| Market Price | $15.36 | |
| Market Cap ($ Bil) | 1.3 | |
| First Trading Date | 12/06/1993 | |
| Distance from 52W High | -8.6% | |
| 50 Days | 200 Days | |
| DMA Price | $15.15 | $15.14 |
| DMA Trend | down | down |
| Distance from DMA | 1.4% | 1.4% |
| 3M | 1YR | |
| Volatility | 20.3% | 19.1% |
| Downside Capture | 0.09 | 0.22 |
| Upside Capture | 1.78 | 26.60 |
| Correlation (SPY) | 13.0% | 22.0% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 0.44 | 0.31 | 0.29 | 0.21 | 0.45 | 0.51 |
| Up Beta | 0.12 | -0.07 | -0.07 | -0.27 | 0.38 | 0.48 |
| Down Beta | -0.09 | 0.21 | 0.45 | 0.38 | 0.48 | 0.42 |
| Up Capture | 69% | 28% | 8% | 23% | 24% | 24% |
| Bmk +ve Days | 7 | 16 | 27 | 65 | 139 | 424 |
| Stock +ve Days | 9 | 20 | 26 | 63 | 113 | 367 |
| Down Capture | 70% | 54% | 48% | 25% | 74% | 82% |
| Bmk -ve Days | 12 | 23 | 33 | 58 | 110 | 323 |
| Stock -ve Days | 13 | 21 | 34 | 60 | 129 | 370 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with UMH | |
|---|---|---|---|---|
| UMH | -4.6% | 19.1% | -0.37 | - |
| Sector ETF (XLF) | 15.6% | 15.1% | 0.76 | 31.5% |
| Equity (SPY) | 26.7% | 12.5% | 1.77 | 23.5% |
| Gold (GLD) | 38.9% | 27.4% | 1.19 | -3.7% |
| Commodities (DBC) | 23.5% | 16.2% | 1.32 | -14.0% |
| Real Estate (VNQ) | 15.6% | 13.6% | 0.82 | 61.1% |
| Bitcoin (BTCUSD) | -12.8% | 42.6% | -0.21 | 8.2% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with UMH | |
|---|---|---|---|---|
| UMH | -0.3% | 25.3% | -0.02 | - |
| Sector ETF (XLF) | 10.0% | 18.7% | 0.42 | 46.5% |
| Equity (SPY) | 10.5% | 17.1% | 0.48 | 46.6% |
| Gold (GLD) | 21.5% | 17.8% | 0.99 | 9.6% |
| Commodities (DBC) | 10.7% | 18.8% | 0.47 | 7.2% |
| Real Estate (VNQ) | 3.6% | 18.8% | 0.09 | 73.2% |
| Bitcoin (BTCUSD) | 3.8% | 56.4% | 0.29 | 14.0% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with UMH | |
|---|---|---|---|---|
| UMH | 10.0% | 29.9% | 0.38 | - |
| Sector ETF (XLF) | 12.9% | 22.2% | 0.53 | 52.7% |
| Equity (SPY) | 13.8% | 17.9% | 0.66 | 51.5% |
| Gold (GLD) | 13.9% | 15.9% | 0.73 | 4.1% |
| Commodities (DBC) | 8.1% | 17.6% | 0.38 | 17.7% |
| Real Estate (VNQ) | 5.4% | 20.7% | 0.23 | 71.9% |
| Bitcoin (BTCUSD) | 68.1% | 66.9% | 1.07 | 12.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Expand for More| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 2/25/2026 | -2.8% | -8.0% | -10.7% |
| 11/3/2025 | -0.9% | 2.7% | 5.7% |
| 8/6/2025 | 0.2% | -0.3% | -6.2% |
| 2/26/2025 | 2.9% | 2.9% | 2.6% |
| 11/6/2024 | 1.0% | 5.2% | 3.8% |
| 8/6/2024 | 0.2% | 2.0% | 4.8% |
| 2/28/2024 | 7.8% | 13.7% | 13.7% |
| 11/8/2023 | -1.6% | -1.1% | 1.8% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 11 | 12 | 12 |
| # Negative | 9 | 8 | 8 |
| Median Positive | 2.9% | 2.8% | 5.3% |
| Median Negative | -2.3% | -5.4% | -9.1% |
| Max Positive | 7.8% | 13.7% | 19.5% |
| Max Negative | -7.2% | -22.2% | -34.0% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 12/31/2025 | 02/25/2026 | 10-K |
| 09/30/2025 | 11/03/2025 | 10-Q |
| 06/30/2025 | 08/06/2025 | 10-Q |
| 03/31/2025 | 05/01/2025 | 10-Q |
| 12/31/2024 | 02/26/2025 | 10-K |
| 09/30/2024 | 11/06/2024 | 10-Q |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/02/2024 | 10-Q |
| 12/31/2023 | 02/28/2024 | 10-K |
| 09/30/2023 | 11/08/2023 | 10-Q |
| 06/30/2023 | 08/08/2023 | 10-Q |
| 03/31/2023 | 05/09/2023 | 10-Q |
| 12/31/2022 | 02/28/2023 | 10-K |
| 09/30/2022 | 11/08/2022 | 10-Q |
| 06/30/2022 | 08/03/2022 | 10-Q |
| 03/31/2022 | 05/04/2022 | 10-Q |
Recent Forward Guidance [BETA]
Latest: Q4 2025 Earnings Reported 2/25/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Normalized FFO per share | 0.97 | 1.01 | 1.05 | Higher New | |||
| 2026 New rental homes | 700 | 750 | 800 | 0 | Affirmed | Guidance: 750 for 2025 | |
| 2026 Sites developed | 300 | Higher New | |||||
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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