Core Insights - Agree Realty (ADC) reported quarterly funds from operations (FFO) of $1.06 per share, exceeding the Zacks Consensus Estimate of $1.05 per share, and up from $1.03 per share a year ago, indicating a 2.91% year-over-year increase [1] - The company achieved revenues of $169.16 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.79% and reflecting a 13.19% increase from $149.45 million in the same quarter last year [2] - Agree Realty's stock has increased approximately 11.7% since the beginning of the year, contrasting with a -12.3% decline in the S&P 500 [3] Financial Performance - The FFO surprise for the recent quarter was 0.95%, following a previous quarter where the FFO was $1.04 against an expectation of $1.03, resulting in a surprise of 0.97% [1] - Over the last four quarters, the company has exceeded consensus FFO estimates three times and topped revenue estimates in all four quarters [2] Future Outlook - The current consensus FFO estimate for the upcoming quarter is $1.06 on projected revenues of $170.28 million, while the estimate for the current fiscal year is $4.25 on revenues of $692.66 million [7] - The estimate revisions trend for Agree Realty is currently mixed, leading to a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6] Industry Context - The REIT and Equity Trust - Retail industry, to which Agree Realty belongs, is currently ranked in the top 24% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8] - Urban Edge Properties (UE), another company in the same industry, is expected to report quarterly earnings of $0.34 per share, reflecting a year-over-year increase of 3% [9]

Company Overview - Urban Edge Properties (UE) is headquartered in New York and has experienced a price change of -14.98% this year [3] - The company currently pays a dividend of $0.19 per share, resulting in a dividend yield of 4.16%, which is lower than the REIT and Equity Trust - Retail industry's yield of 4.64% but higher than the S&P 500's yield of 1.69% [3] Dividend Performance - The current annualized dividend of Urban Edge Properties is $0.76, reflecting an 11.8% increase from the previous year [4] - Over the last 5 years, the company has increased its dividend 3 times year-over-year, with an average annual increase of 11.83% [4] - The current payout ratio is 51%, indicating that the company paid out 51% of its trailing 12-month earnings per share as dividends [4] Earnings Growth - The Zacks Consensus Estimate for Urban Edge Properties' earnings in 2025 is $1.40 per share, with an expected increase of 3.70% from the previous year [5] Investment Considerations - Urban Edge Properties is considered a compelling investment opportunity due to its strong dividend play and current Zacks Rank of 3 (Hold) [7]

Company Overview - Urban Edge Properties (UE) shares increased by 7.8% to close at $17.57, following a notable trading volume, contrasting with a 14.6% loss over the past four weeks [1] - The anticipated quarterly funds from operations (FFO) for Urban Edge Properties is projected at $0.35 per share, reflecting a year-over-year increase of 6.1% [2] - Expected revenues for the upcoming report are $113.88 million, which is a 3.9% increase compared to the same quarter last year [2] Market Sentiment - The recent rally in UE's stock price is linked to increased investor optimism, partly due to President Trump's announcement of a 90-day pause on reciprocal tariffs for most countries [1] - The consensus FFO per share estimate for Urban Edge Properties has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without revisions in FFO estimates [4] Industry Context - Urban Edge Properties operates within the Zacks REIT and Equity Trust - Retail industry, where another company, Saul Centers (BFS), saw a 4.1% increase in its stock price, closing at $33.52, despite a -12.6% return over the past month [4] - Saul Centers has a consensus FFO per share estimate of $0.73, which represents an 8.8% decrease from the previous year [5]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. C. 20549 FORM 10-K o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from __________to__________ Commission File Number: 001-36523 (Urban Edge Properties) Commission File Number: 333-212951-01 (Urban Edge Properties LP) URBAN EDGE PROPERTIES URBAN EDGE PROPERTIES LP (Exact name of Registrant as specified in its charter) Maryland (Urban Edge Properties) 47-6311266 Delaware (Urban ...