NYSE$UMH

UMH Properties Inc · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

UMH Properties reported an increase in total income and normalized FFO, driven by strategic investments and strong operating performance.

UMH Properties, Inc. reported an increase in total income for the quarter ended December 31, 2023, reaching $57.0 million compared to $48.7 million in the previous year. Net Income Attributable to Common Shareholders was $6.8 million, or $0.10 per diluted share, compared to $283,000, or $0.005 per diluted share, for the same quarter in the prior year. Normalized FFO was $15.4 million, or $0.23 per diluted share, compared to $11.3 million, or $0.20 per diluted share, for the quarter ended December 31, 2022.

  • Total income for the quarter increased by 17% to $57.0 million.
  • Net Income Attributable to Common Shareholders was $6.8 million, or $0.10 per diluted share.
  • Normalized FFO increased to $15.4 million, or $0.23 per diluted share.
  • The company achieved a 23% increase in gross sales during 2023.

Headline financials

Total Revenue

$57M

Previous: $48.7M+16.9%
EPS (adj)

$0.23

Previous: $0.20+15.0%
Same Property Expense Ratio

40.5%

No prior period
Capital Expenditures

$0.00

No prior period
Net Income

$6.8M

Previous: $283K+2302.8%
Gross Profit

$17M

Previous: $25.9M-34.4%
Stock-Based Comp

$886K

Previous: $1.06M-16.3%

Revenue & EPS history

UMH Properties · Revenue · Quarterly

$57M

Q4 2023+16.9%vs Q4 2022
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Forward guidance

UMH anticipates delivering similar operating results in 2024, which should result in per share earnings growth.

Tailwinds

  • Continued execution of long-term business plan.
  • Organic growth in earnings and operating results through infill of vacant lots.
  • Development of vacant land.
  • Exceptional property operating performance.
  • Reliable earnings per share growth.

Headwinds

  • Higher interest rates.
  • Inventory carrying costs.
  • COVID supply chain-related issues.
  • Abnormally high inventory levels.
  • Rising interest rates.

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 2023

Historical avgQ4 2023

-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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