NYSE$UDR

UDR Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

UDR, Inc. announced its fourth quarter and full-year 2024 results, establishing 2025 guidance ranges and increasing its dividend.

UDR, Inc. reported a net income per diluted share of $(0.02) for Q4 2024, which was below guidance. FFO per diluted share was $0.48, and FFOA per diluted share was $0.63, aligning with guidance. Full-year 2024 FFOA per diluted share growth exceeded original guidance expectations.

  • Net Income per diluted share for Q4 2024 was $(0.02), a 120% decrease year-over-year.
  • FFO per diluted share for Q4 2024 was $0.48, a 21% decrease year-over-year.
  • FFOA per diluted share for Q4 2024 was $0.63, consistent with the prior year.
  • Same-Store NOI growth for Q4 2024 was 2.1% year-over-year, driven by 2.5% revenue growth and 3.4% expense growth.

Headline financials

Total Revenue

$423M

Previous: $413M+2.3%
EPS (adj)

$0.63

Previous: $0.54+16.7%
FFO per diluted share

$0.48

Previous: $0.61-21.3%
FFOA per diluted share

$0.63

Previous: $0.63+0.0%
Weighted Average Interest Rate

3.4%

Previous: 3.4%+0.0%
Weighted Average Years to Maturity

5.2

Previous: 5.6-7.1%
Consolidated Fixed Charge Coverage Ratio

5

Previous: 5+0.0%
Consolidated Debt as % of Total Assets

32.7%

Previous: 32.9%-0.6%
Consolidated Net Debt-to-EBITDAre

5.5

Previous: 5.6-1.8%
Net Income

$0.00

Previous: $33M-100.0%
Operating Income

$0.00

Previous: $68.7M-100.0%

Revenue & EPS history

UDR · Revenue · Quarterly

$423M

Q4 2024+2.3%vs Q4 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

UDR has established guidance ranges for the first quarter and full-year 2025, anticipating continued Same-Store NOI growth driven by easing supply pressures, a resilient labor market, and apartment affordability.

Tailwinds

  • Full-year 2025 FFO per diluted share is projected to be between $2.45 and $2.55.
  • Full-year 2025 FFOA per diluted share is projected to be between $2.45 and $2.55.
  • Full-year 2025 Same-Store Revenue growth is projected to be between 1.25% and 3.25%.
  • Full-year 2025 Same-Store NOI growth is projected to be between 0.50% and 3.00%.
  • The Company announced a 2025 annualized dividend per share of $1.72, representing a 1.2% increase over 2024.

Headwinds

  • The non-cash loan reserve of $37.3 million related to 1300 Fairmount is expected to result in approximately $8.0 million less income in 2025 compared to 2024.
  • This equates to an approximate negative $0.02 per diluted share impact to 2025 Net Income, FFO, and FFOA.
  • First quarter 2025 Net Income per diluted share is projected to be between $0.24 and $0.26, lower than full-year projections.
  • First quarter 2025 FFO per diluted share is projected to be between $0.60 and $0.62.
  • First quarter 2025 FFOA per diluted share is projected to be between $0.60 and $0.62.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

-0.3%

Avg return

Earnings day

+0.8%

Avg return

5 days after

+1.7%

Avg return

30 days after

50%

34 / 68 earnings

Positive

+5.5%

Q3 2020

Best reaction

-12.1%

Q2 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.3%+2.2%+2.0%
Q4 2025+4.3%+0.9%-4.5%
Q3 2025+0.2%+2.1%+8.5%
Q1 2025+1.7%+2.3%-1.1%
Q4 2024+1.8%+1.3%+5.4%
Q3 2024-3.3%-3.5%+5.2%
Q2 2024-2.6%-1.4%+7.2%
Q1 2024-2.1%-0.2%-1.1%
Q4 2023-0.3%-0.2%+6.4%
Q3 2023-7.1%-6.4%-1.9%
Q2 2023-3.9%-3.2%-7.3%
Q1 2023+0.6%+0.9%-4.0%
Q4 2022+1.1%+1.6%-3.0%
Q3 2022-3.2%-2.0%+0.4%
Q2 2022+1.0%+5.1%+3.5%
Q1 2022-3.2%-7.9%-17.7%
Q4 2021+1.2%-1.9%+1.7%
Q3 2021+1.4%+1.6%+5.5%
Q2 2021+0.7%-0.4%-4.3%
Q1 2021-2.2%-0.8%+0.4%
Q4 2020+1.9%+4.3%+6.4%
Q3 2020+5.5%+16.8%+32.5%
Q2 2020-0.1%+2.5%-1.0%
Q1 2020+3.4%+3.2%+13.9%
Q4 2019-0.2%+1.9%-16.5%
Q3 2019+2.7%+1.4%-2.1%
Q2 2019-1.1%-0.6%+3.3%
Q1 2019+0.2%+0.2%-0.4%
Q4 2018+0.3%+0.1%+1.8%
Q3 2018+3.6%-0.1%+7.3%
Q2 2018+4.0%+5.8%+8.3%
Q1 2018+1.7%+2.8%+1.0%
Q4 2017-1.1%-1.1%+0.9%
Q3 2017+0.7%-0.1%+2.2%
Q2 2017+0.0%+1.1%+0.9%
Q1 2017+2.3%+3.1%+6.0%
Q4 2016+0.1%-0.7%+4.4%
Q3 2016+1.9%+0.7%-0.6%
Q2 2016-2.8%+0.4%-2.7%
Q1 2016+0.3%
Q4 2015+0.6%
Q3 2015-0.4%
Q2 2015-0.3%
Q1 2015+1.0%
Q4 2014+0.4%
Q3 2014-0.0%
Q2 2014+1.2%
Q1 2014+0.1%
Q4 2013+2.9%
Q3 2013-0.4%
Q2 2013-1.6%
Q1 2013-0.7%
Q4 2012+0.9%
Q3 2012+0.2%
Q2 2012-1.2%
Q1 2012-0.2%
Q4 2011-1.6%
Q3 2011+0.1%
Q2 2011-12.1%
Q1 2010-1.5%
Q1 2011+1.9%
Q4 2010-1.4%
Q4 2008-1.4%
Q3 2010-3.3%
Q3 2009-3.3%
Q2 2010-2.3%
Q2 2009-2.3%
Q4 2009-2.3%

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