Monitor full Q2 2026 earnings release on August 5, 2026 for actual FFO per share, total revenue, and guidance. The preliminary update signals strong operational momentum, but the stock's reaction will depend on reported financials versus consensus.
Price Chart
Executive Summary
UMH Properties issued a preliminary Q2 2026 operational update highlighting record home sales of $11.4M (up 9.2% YoY), 10.3% rental income growth, and occupancy gains. The company also strengthened its balance sheet via preferred equity issuance and an expanded credit facility. However, no EPS, total revenue, or formal guidance were provided, making this a qualitative positive rather than a hard earnings beat.
Key Facts
- Record quarterly home sales of $11.4M, up 9.2% from $10.5M in Q2 2025
- Total rental and related income increased 10.3% YoY (no absolute dollar provided)
- Same-store rental income grew 9.2% YoY
- Net rental home occupancy increased by 139 units; occupancy rate 95.3%
- Community occupancy 89.0%; same-property occupancy 89.4%
- Issued ~353,000 Series D Preferred shares at $21.61, gross proceeds $7.6M
- Amended credit line: $260M available, $340M accordion, total up to $600M; interest reduced 35-40 bps
Financial Impact
Home sales income $11.4M (up 9.2% YoY); rental income growth 10.3% YoY; no total revenue or EPS disclosed
Risk Factors
- Preliminary results may differ from final audited figures
- Interest rate sensitivity could impact refinancing costs and cap rates
- Occupancy growth may decelerate if economic conditions weaken
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3321207 |
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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