UMHUMH Properties, Inc.
The Read
4% rise on Fed rate clarity as fixed-rate debt insulated costs.
The schedule
- Thu15Oct
Potential regulatory updates from President Trump's administration alongside developments regarding the bipartisan 21st Century ROAD to Housing Act.
- Wed4Nov
Scheduled Q3 2026 earnings release detailing occupancy rates, rental income growth, and ongoing community expansions.
- Tue9Feb
Q4 2026 financial results alongside crucial 2027 FFO guidance and capital expenditure plans for new housing site developments.
- Wed14Apr
Management update on the spring development pipeline, community acquisitions, and integration of newly acquired manufactured housing sites.
- Thu6May
Q1 2027 earnings print, marking the market's first evaluation of management's execution against their 2027 operational and financial targets.
- Wed4Aug
Past
- Tue4Aug
Actual outcome: Mixed · $15.68 at outcome
UMH reported Q2 2026 results with in-line EPS of $0.03 and a 7% year-over-year increase in total income to $71.6 million. The stock saw a muted reaction, falling just 0.8%, as the steady but unsurprising earnings performance failed to provide a clear catalyst to drive shares toward either the bull or bear targets.
UMH reported Q2 2026 results with in-line EPS of $0.03 and a 7% year-over-year increase in total income to $71.6 million. The stock saw a muted reaction, falling just 0.8%, as the steady but unsurprising earnings performance failed to provide a clear catalyst to drive shares toward either the bull or bear targets.
- Wed17Jun
Actual outcome: Bull · $15.33 at outcome
UMH shares trended higher following the June FOMC meeting, as the updated interest rate outlook provided a favorable macroeconomic backdrop for yield-sensitive REITs. The stock gained further momentum after the company highlighted its support for the bipartisan 21st Century ROAD to Housing Act, a legislative effort to expand affordable manufactured housing that presents a strong fundamental tailwind for UMH's core business.
The June 2026 FOMC rate policy update will test yield-sensitive sectors, with UMH expected to reach $15.60 or test $14.70 support.
- Wed18Mar
Actual outcome: Bull · $15.59 at outcome
Despite the macroeconomic focus on Federal Reserve rate policy shifts, UMH shares remained flat as the company's highly insulated balance sheet—featuring 99.3% fixed-rate debt—muted the immediate impact of rate clarity on its cost of capital. While the company recently highlighted strong FY2025 results with a 15% increase in Normalized FFO, the lack of a definitive rate-driven catalyst kept the stock trading in a tight range between bull and bear targets.
- Wed25Feb
Actual outcome: Bear · $15.07 at outcome
While UMH met EPS estimates and reported a 9% year-over-year increase in total income, the stock fell nearly 7% following the release as the results failed to catalyze the FFO/AFFO growth required to sustain its high valuation. By the run date, the price had drifted to $14.65, approaching the bear floor, indicating that the market prioritized concerns over guidance and underlying growth metrics over the top-line revenue increase.