Despite positive Q1 2026 operating trends, the significant Q4 EPS miss may pressure the stock; traders should watch for confirmation of momentum in the full Q1 results on April 30 and assess whether cost structure or one-time items drove the loss.
Price Chart
Executive Summary
UMH Properties released preliminary Q1 2026 operating metrics showing improved occupancy and an 8% year-over-year increase in home sales revenue, but reported a Q4 2025 EPS miss of -225% versus consensus ($-0.01 actual vs. $0.01 expected). Full financial results for Q1 2026 will be released on April 30, 2026.
Key Financial Metrics
Key Facts
- Q4 2025 EPS was $-0.01, a 225% miss versus $0.01 consensus estimate
- Q4 2025 revenue was $66.8M, in line with analyst expectations
- Preliminary Q1 2026 data shows 8% YoY growth in gross home sales revenue ($7.2M vs $6.7M)
- Rental home occupancy increased to 94.6%, up 80 bps from Q4 2025
- Same-property rental charges up 9.3% YoY; total occupancy increased by 184 units in Q1
- Company plans to roll out AI leasing agents and has 493 rental homes in pipeline for occupancy
Financial Impact
EPS miss of $-0.01 vs $0.01 expected; revenue in line at $66.8M
Risk Factors
- Preliminary data lacks full financials — actual results may differ materially
- Negative EPS trend raises concerns about profitability despite occupancy gains
- Forward-looking statements carry uncertainty; AI rollout and home conversions may not yield expected returns
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3267036 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 2, 2026 24d ago | 8-K | $15.41 $15.17 | ▼ −1.56% | ▼ −2.72% | $15.46 (+0.32%) |
Oct 1, 2026 25d ago | Press Release | $15.41 $15.17 | ▼ −1.56% | ▼ −2.72% | $15.46 (+0.32%) |
Oct 1, 2026 25d ago | Press Release | $15.41 $15.17 | ▼ −1.56% | ▼ −2.72% | $15.46 (+0.32%) |
Sep 15, 2026 5w ago | Press Release | $15.57 | awaiting T+5 | — | $15.46 (−0.71%) |
Aug 31, 2026 8w ago | 8-K | $16.20 $15.66 | ▼ −3.33% | ▼ −3.41% | $15.46 (−4.57%) |
Jul 2, 2026 16w ago | Press Release | $15.52 $15.28 | ▼ −1.55% | ▼ −2.48% | $15.46 (−0.39%) |
Jun 23, 2026 17w ago | 8-K | $15.33 $15.28 | ▼ −0.33% | ▼ −2.03% | $15.46 (+0.85%) |
May 29, 2026 21w ago | 8-K | $21.54 $22.03 | ▲ +2.27% | ▲ +2.57% | $15.46 (−28.23%) |
May 28, 2026 21w ago | 8-K | $21.66 $22.00 | ▲ +1.59% | ▲ +1.64% | $15.46 (−28.61%) |
May 15, 2026 23w ago | DEFA14A | $21.48 $21.70 | ▲ +1.05% | ▼ −0.57% | $15.46 (−28.01%) |
US Market Status
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