Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$1.3B
85M shares
52-week range
$13.93 – $16.77
58% from low
Sector
REAL ESTATE INVESTMENT TRUSTS
Exchange
NYSE
CS
P/S (TTM)
4.9
EV / FCF (TTM)
64.4
UMH Properties Inc together with its subsidiaries, is a real estate investment trust. It is engaged in the business of ownership and operation of manufactured home communities - leasing manufactured homesites to residents. The Company also leases manufactured homes to residents and, through its wholly-owned taxable REIT subsidiary, it sells and finances the sale of manufactured homes to residents and prospective residents of its communities and for placement on customers' privately-owned land. The company also owns the land, utility connections, streets, lighting, driveways, common area amenities, and other capital improvements. It earns income from lease agreements for its sites and homes, where the company is the lessor.
www.umh.reitNo one on the platform currently holds UMH.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-09-30 | 437,000 | $6.5M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-17 | $0.2250 | 2026-09-15 |
| 2026-05-15 | $0.2250 | 2026-06-15 |
| 2026-02-17 | $0.2250 | 2026-03-16 |
| 2025-11-17 | $0.2250 | 2025-12-15 |
| 2025-08-15 | $0.2250 | 2025-09-15 |
| 2025-05-15 | $0.2250 | 2025-06-16 |
| 2025-02-18 | $0.2150 | 2025-03-17 |
| 2024-11-15 | $0.2150 | 2024-12-16 |
| 2024-08-15 | $0.2150 | 2024-09-16 |
| 2024-05-14 | $0.2150 | 2024-06-17 |
No one on the platform has traded UMH yet.
| 2024-02-14 | $0.2050 | 2024-03-15 |
| 2023-11-14 | $0.2050 | 2023-12-15 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 2.9% | — | — | — | ||
| Rev. Growth % | 8.8% | 9.9% | ||||
| Profit Margin % | 10.1% | 9.5% | 6.5% | |||
| Free Cash Flow Margin % | 31.3% | 30.2% | 19.4% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +3.1% on the P/E track.
At today's price, your expected annual return is +6.6% on the P/E track.
At today's price, your expected annual return is +9.8% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $246M | -6.7% | $0.15 | $0.15–$0.15 | 102.5× | 3 |
| 2027 | $265M | +7.6% | $0.15 | $0.15–$0.15 | 101.2× | 3 |
| 2028 | $338M | +27.9% | $0.00 | $0.00–$0.00 | — | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $0.03 | $0.05 | +78.6% |
| 2026-04-30 | $0.01 | $0.03 | +275.0% |
| 2026-02-25 | $0.04 | $0.05 | +17.6% |
| 2025-11-03 | $0.25 | $0.05 | -80.0% |
| 2025-08-06 | $0.04 | $0.03 | -20.5% |
| 2025-05-01 | $0.04 | $-0.00 | -108.7% |
| 2025-02-26 | $0.03 | $0.24 | +700.0% |
| 2024-11-06 | $0.02 | $0.11 | +358.3% |
| $1.3B |
| — |
| ESRTEmpire State Realty Trust, Inc. | $4.09 | -3.31% | $701M | — |
| JBGSJBG SMITH Properties | $11.26 | +1.17% | $656M | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$UMH undiscovered breakout with 319 watchers
View on StockTwits ↗
$UMH Erez Capital (Bruce Schanzer) activist - is involved. He has essentially put it up for sale. First levels have already been claimed - exit is probably about 21-25 if/as offers arise. Note that the 21st Century ROAD to Housing Act, which became law on July 11, 2026, is a sweeping federal statute that includes major reforms to lower production costs, update financing, and expand options for manufactured and mobile housing. So as normal the reg environment has been bent to lend a hand ... Heavy - adding
View on StockTwits ↗$UMH undiscovered breakout with 319 watchers
View on StockTwits ↗$UMH Bruce Schanzer in the house ... adding https://www.youtube.com/watch?v=ToY6sjSV8h8&list=RDToY6sjSV8h8&start_radio=1
View on StockTwits ↗$UMH Heavy - adding ... https://www.youtube.com/watch?v=b8m9zhNAgKs&list=RDunEbmAmXhSA&index=2
View on StockTwits ↗$UMH “The private market for high-quality manufactured housing assets, such as those owned by UMH, remained exceptionally robust, while UMH has struggled for years to achieve a public market valuation that appropriately reflects the value of its underlying real estate,” Schanzer said. Schanzer said his fund conducted a property-by-property analysis of UMH’s portfolio and pegs its net asset value at $21.25 to $24.25 per share. https://www.bloomberg.com/news/articles/2026-08-11/activist-investor-erez-asset-pushes-umh-reit-to-explore-sale
View on StockTwits ↗$UMH https://www.youtube.com/watch?v=0NFjin3SMWI&list=RD0NFjin3SMWI&start_radio=1
View on StockTwits ↗
$UMH Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.05 up 66.67% YoY • Reported revenue of $71.64M up 7.50% YoY
View on StockTwits ↗
$UMH Really good write-up that perfectly summarizes UMH's present situation. So if you want to bring your UMH knowledge up to date or just discover UMH, this is required reading. https://everyticker.com/quote/UMH/analysis/umh-properties-the-affordable-housing-infrastructure-play-with-a-self-reinforcing-growth-engine-nyse-umh
View on StockTwits ↗
$UMH Current Stock Price: $15.58 Contracts to trade: $15.0 UMH May 15 2026 Call Entry: $0.20 Exit: $0.33 ROI: 67% Hold ~30 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗$UMH Q1 '26 Earnings Results & Recap • Reported GAAP EPS of $0.03 • Reported revenue of $65.84M up 7.53% YoY
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.