NYSE$UMH

UMH Properties Inc · Q4 2019 earnings

Q4 2019 earnings · · Investor relations

Briefing

Reported results for the fourth quarter and year ended December 31, 2019.

UMH Properties Inc. reported an increase in total income for the quarter ended December 31, 2019, compared to the same period in 2018. The company also saw growth in total home sales and same property occupancy.

  • Total income for Q4 2019 increased by 10% compared to Q4 2018.
  • Same property occupancy increased by 160 basis points, resulting in same property NOI growth of 6%.
  • Total home sales grew by 14%, marking the fourth consecutive year of double-digit growth.
  • The company acquired four communities containing approximately 1,500 developed homesites for $56.2 million.

Headline financials

Total Revenue

$37.7M

Previous: $34.2M+10.2%
EPS (adj)

$0.17

Previous: $0.19-10.5%
Net Income

-$3.4M

Previous: -$27.7M+87.7%
Gross Profit

$19.1M

Previous: $16.7M+14.1%
Cash & Equivalents

$12.9M

Previous: $7.43M+73.6%
Total Assets

$1.03B

Previous: $881M+16.4%
Stock-Based Comp

$447K

Previous: $365K+22.4%

Revenue & EPS history

UMH Properties · Revenue · Quarterly

$37.7M

Q4 2019+10.2%vs Q4 2018
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Forward guidance

UMH anticipates improved operating results in 2020 based on rent increases, investment in new rental homes, and continued improvement in the sales operation. The company also expects to call its 8% Series B Perpetual Preferred Stock and replace it at a lower rate.

Tailwinds

  • Operating results will improve based on 4% annual rent increases.
  • Investment in 800-900 new rental homes.
  • Continued improvement in the sales operation.
  • Calling the 8% Series B Perpetual Preferred Stock in October 2020.
  • Replacing the preferred stock at a substantially lower rate, generating significant savings.

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 2019

Historical avgQ4 2019

-0.1%

Avg return

Earnings day

+0.2%

Avg return

5 days after

+0.5%

Avg return

30 days after

48%

31 / 65 earnings

Positive

+8.0%

Q4 2023

Best reaction

-7.9%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.8%+1.8%-2.6%
Q4 2025-2.6%-6.9%-11.6%
Q3 2025-1.2%+3.5%+4.2%
Q1 2025-0.3%-2.6%-5.5%
Q4 2024+2.9%+3.4%+3.7%
Q3 2024+1.4%+4.6%+3.1%
Q2 2024+4.9%+5.8%+8.5%
Q1 2024-2.8%-0.5%-4.3%
Q4 2023+8.0%+13.2%+13.9%
Q3 2023-1.7%-4.3%+0.1%
Q2 2023-3.4%-2.7%-9.5%
Q1 2023+3.0%+2.3%+6.6%
Q4 2022-7.4%-3.0%-14.8%
Q3 2022-3.1%+4.1%-2.0%
Q2 2022-2.0%-3.0%-14.7%
Q1 2022-7.9%-11.7%-14.8%
Q4 2021+1.3%-1.1%+2.9%
Q3 2021-0.5%-0.9%-3.5%
Q2 2021+3.7%+4.1%+7.8%
Q1 2021+2.4%+0.8%+1.3%
Q4 2020+3.2%+7.0%+6.1%
Q3 2020-0.7%-0.1%+5.7%
Q2 2020+4.6%+8.8%+14.8%
Q1 2020+7.0%-0.9%+16.2%
Q4 2019-2.2%-17.1%-36.3%
Q3 2019+2.6%+4.4%+6.7%
Q2 2019-3.7%-3.7%+2.9%
Q1 2019-0.1%-5.9%-4.7%
Q4 2018-3.1%-1.4%+1.3%
Q3 2018-7.3%-6.8%-9.1%
Q2 2018+2.7%+1.0%+4.5%
Q1 2018+1.3%-1.9%+3.6%
Q4 2017+0.2%+5.5%+7.5%
Q3 2017+2.9%+2.5%+2.8%
Q2 2017+2.1%-3.1%-0.6%
Q1 2017+4.5%+0.7%+7.4%
Q4 2016-2.9%-2.4%+7.3%
Q3 2016+1.5%+9.5%+12.7%
Q2 2016+2.2%+5.8%+0.8%
Q1 2016+1.3%
Q4 2015+2.7%
Q3 2015+0.8%
Q2 2015+0.1%
Q1 2015+2.4%
Q4 2014+1.3%
Q3 2014-2.1%
Q2 2014+1.5%
Q1 2014+0.6%
Q4 2013-0.2%
Q3 2013-0.3%
Q2 2013-1.4%
Q1 2013+1.0%
Q4 2012-1.5%
Q3 2012-4.9%
Q2 2012-2.1%
Q1 2011-2.1%
Q1 2012+2.6%
Q4 2011-3.1%
Q4 2009-3.1%
Q3 2010-0.1%
Q3 2011-0.1%
Q4 2010-2.8%
Q2 2011-2.8%
Q2 2010-2.8%
Q1 2010-2.3%

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