Copeland Capital Management LLC Cuts Position in UMH Properties, Inc. $UMH

Key Points

• Copeland Capital cut its stake in UMH Properties by 27.8% in Q4, selling 442,710 shares and now holds 1,149,834 shares (~1.35% of the company) worth approximately $18.29 million.
• UMH missed Q earnings and revenue—reported EPS of ($0.01) vs. $0.24 expected and revenue of $66.97M vs. $68.70M—while guiding FY2026 EPS to 0.97–1.05.
• The company declared a quarterly dividend of $0.225 (annualized $0.90), implying a 5.8% yield with an ex-dividend date of May 15, but the reported payout ratio is an unusually high 1,285.71%.

Copeland Capital Management LLC trimmed its position in shares of UMH Properties, Inc. (NYSE:UMH - Free Report) by 27.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,149,834 shares of the real estate investment trust's stock after selling 442,710 shares during the period. Copeland Capital Management LLC owned about 1.35% of UMH Properties worth $18,294,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Cloud Capital Management LLC purchased a new stake in shares of UMH Properties during the third quarter worth approximately $29,000. Quantbot Technologies LP purchased a new stake in shares of UMH Properties during the second quarter worth approximately $52,000. Signaturefd LLC increased its stake in shares of UMH Properties by 111.8% during the fourth quarter. Signaturefd LLC now owns 3,588 shares of the real estate investment trust's stock worth $57,000 after buying an additional 1,894 shares during the period. Quarry LP purchased a new stake in shares of UMH Properties during the third quarter worth approximately $61,000. Finally, Spire Wealth Management increased its stake in UMH Properties by 41.5% in the third quarter. Spire Wealth Management now owns 4,980 shares of the real estate investment trust's stock valued at $74,000 after purchasing an additional 1,460 shares during the last quarter. 75.40% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

UMH has been the topic of several recent analyst reports. Cantor Fitzgerald reiterated a "neutral" rating and issued a $16.00 price target on shares of UMH Properties in a research note on Monday, January 5th. Weiss Ratings reiterated a "hold (c)" rating on shares of UMH Properties in a research note on Wednesday, January 21st. Three investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $18.00.

UMH Properties Stock Performance

Shares of UMH Properties stock opened at $15.52 on Friday. The firm has a market capitalization of $1.32 billion, a P/E ratio of 221.64 and a beta of 1.03. UMH Properties, Inc. has a 52 week low of $13.93 and a 52 week high of $17.97. 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 firm's 50 day moving average is $15.13 and its two-hundred day moving average is $15.28.

UMH Properties (NYSE:UMH - Get Free Report) last announced its quarterly earnings results on Wednesday, February 25th. The real estate investment trust reported ($0.01) EPS for the quarter, missing the consensus estimate of $0.24 by ($0.25). The company had revenue of $66.97 million during the quarter, compared to analysts' expectations of $68.70 million. UMH Properties had a net margin of 10.12% and a return on equity of 4.43%. UMH Properties has set its FY 2026 guidance at 0.970-1.050 EPS. Research analysts forecast that UMH Properties, Inc. will post 0.99 EPS for the current fiscal year.

UMH Properties Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, May 15th will be issued a $0.225 dividend. This represents a $0.90 annualized dividend and a dividend yield of 5.8%. The ex-dividend date of this dividend is Friday, May 15th. UMH Properties's dividend payout ratio is presently 1,285.71%.

UMH Properties Company 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.

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