Jennison Associates LLC Decreases Stake in UMH Properties, Inc. $UMH

Jennison Associates LLC lessened its stake in UMH Properties, Inc. (NYSE:UMH) by 14.6% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 1,355,600 shares of the real estate investment trust’s stock after selling 232,676 shares during the quarter. Jennison Associates LLC’s holdings in UMH Properties were worth $21,568,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. State of New Jersey Common Pension Fund D boosted its stake in shares of UMH Properties by 4.5% in the 4th quarter. State of New Jersey Common Pension Fund D now owns 465,189 shares of the real estate investment trust’s stock valued at $7,401,000 after buying an additional 20,190 shares during the period. Keybank National Association OH boosted its stake in shares of UMH Properties by 69.3% in the 4th quarter. Keybank National Association OH now owns 42,287 shares of the real estate investment trust’s stock valued at $673,000 after buying an additional 17,306 shares during the period. D.A. Davidson & CO. boosted its stake in shares of UMH Properties by 15.6% in the 4th quarter. D.A. Davidson & CO. now owns 1,700,296 shares of the real estate investment trust’s stock valued at $27,052,000 after buying an additional 229,541 shares during the period. UBS Group AG boosted its stake in shares of UMH Properties by 8.3% in the 4th quarter. UBS Group AG now owns 257,976 shares of the real estate investment trust’s stock valued at $4,104,000 after buying an additional 19,803 shares during the period. Finally, Vanguard Group Inc. boosted its stake in shares of UMH Properties by 1.8% in the 4th quarter. Vanguard Group Inc. now owns 8,128,983 shares of the real estate investment trust’s stock valued at $129,332,000 after buying an additional 144,368 shares during the period. Hedge funds and other institutional investors own 75.40% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the company. Weiss Ratings reiterated a “hold (c)” rating on shares of UMH Properties in a research note on Wednesday, January 21st. Wall Street Zen upgraded UMH Properties from a “strong sell” rating to a “sell” rating in a research note on Saturday. Finally, Cantor Fitzgerald reiterated a “neutral” rating and issued a $16.00 price objective on shares of UMH Properties in a research note on Monday, January 5th. Three investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $18.00.

Key UMH Properties News

Here are the key news stories impacting UMH Properties this week:

• Positive Sentiment: Quarterly results beat consensus: GAAP EPS of $0.03 (vs. $0.01 est.) and revenue of $65.84M (vs. $59.35M est.); net income attributable to common shareholders was $2.6M versus a loss a year ago — signals operational improvement and drove buying interest. UMH PROPERTIES, INC. REPORTS RESULTS FOR THE FIRST QUARTER ENDED MARCH 31, 2026
• Positive Sentiment: FFO beat: Reported FFO of $0.23/sh vs. Zacks consensus $0.21 — FFO is a key REIT metric and the out?performance supports valuation and dividend coverage expectations. UMH Properties (UMH) Beats Q1 FFO Estimates
• Positive Sentiment: Guidance roughly in line/slightly above consensus: Management set FY?2026 EPS guidance of $0.980–$1.040 (consensus ~ $0.99), implying continued normalized earnings and reducing near?term uncertainty. Investors often reward clear guidance like this. UMH Properties Inc. Q1 earnings / transcript
• Positive Sentiment: Earnings call & materials reinforced results: Management reviewed operations, presented the slide deck and answered questions — supporting the quarter’s narrative and giving investors more confidence. UMH Properties, Inc. (UMH) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Pre-earnings previews and coverage framed the quarter as a “test” after a prior miss; these previews likely amplified attention but became less relevant after the beat. UMH Properties faces earnings test after last quarter’s miss
• Neutral Sentiment: Post?release summaries (Yahoo/others) recapped the beat and guidance — useful for momentum but largely redundant to the primary filings/call. UMH: Q1 Earnings Snapshot

UMH Properties Stock Performance

Shares of UMH opened at $15.81 on Friday. The stock has a 50 day moving average price of $15.08 and a 200 day moving average price of $15.34. The company has a quick ratio of 8.93, a current ratio of 8.93 and a debt-to-equity ratio of 1.17. The company has a market capitalization of $1.34 billion, a price-to-earnings ratio of 158.14 and a beta of 0.99. UMH Properties, Inc. has a 52-week low of $13.93 and a 52-week high of $17.88.

UMH Properties (NYSE:UMH) last announced its quarterly earnings results on Thursday, April 30th. The real estate investment trust reported $0.03 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.01 by $0.02. The firm had revenue of $65.84 million during the quarter, compared to the consensus estimate of $59.35 million. UMH Properties had a return on equity of 4.90% and a net margin of 11.03%.UMH Properties has set its FY 2026 guidance at 0.980-1.040 EPS. Research analysts predict that UMH Properties, Inc. will post 0.99 EPS for the current fiscal year.

UMH Properties Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Friday, May 15th will be issued a $0.225 dividend. This represents a $0.90 dividend on an annualized basis and a yield of 5.7%. The ex-dividend date of this dividend is Friday, May 15th. UMH Properties’s dividend payout ratio is 1,285.71%.

UMH Properties Profile

UMH Properties, Inc is a self-administered real estate investment trust (REIT) that specializes in the ownership, operation, acquisition and development of manufactured home communities and recreational vehicle (RV) communities. The company’s business model centers on providing affordable housing solutions by offering land lease lots and home sales in well-maintained, amenity-rich settings. UMH Properties focuses on maximizing occupancy and enhancing tenant satisfaction through professional on-site management and ongoing community improvements.

The company generates revenue through rental lot fees, home sales and related community services.