Strs Ohio Decreases Position in UMH Properties, Inc. $UMH

Key Points

• Strs Ohio cut its UMH stake by 36.1% in Q4, selling 97,600 shares and leaving it with 172,500 shares (about 0.20% of the company) valued at $2.74M; overall, institutional investors own roughly 75.4% of UMH.
• UMH beat the quarter's estimates with $0.03 EPS vs $0.01 expected and $65.84M in revenue (consensus $59.35M), and issued FY2026 guidance of $0.980–1.040 EPS (analysts forecast about $0.99).
• The company announced a quarterly dividend of $0.225 per share (annualized $0.90, ~5.7% yield) with an ex-dividend date of May 15 and payment on June 15, noting a very high reported payout ratio of 900%.

Strs Ohio lowered its position in UMH Properties, Inc. (NYSE:UMH - Free Report) by 36.1% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 172,500 shares of the real estate investment trust's stock after selling 97,600 shares during the quarter. Strs Ohio owned about 0.20% of UMH Properties worth $2,744,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in UMH. Cloud Capital Management LLC bought a new position in UMH Properties in the 3rd quarter worth approximately $29,000. Danske Bank A S bought a new position in shares of UMH Properties in the fourth quarter worth $49,000. Quantbot Technologies LP purchased a new position in shares of UMH Properties in the second quarter valued at $52,000. Signaturefd LLC raised its stake in shares of UMH Properties by 111.8% during the 4th quarter. Signaturefd LLC now owns 3,588 shares of the real estate investment trust's stock valued at $57,000 after purchasing an additional 1,894 shares during the period. Finally, Quarry LP bought a new position in UMH Properties in the 3rd quarter worth about $61,000. 75.40% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several brokerages recently commented on UMH. Wall Street Zen raised shares of UMH Properties from a "strong sell" rating to a "sell" rating in a research note on Saturday. Weiss Ratings raised shares of UMH Properties from a "hold (c-)" rating to a "hold (c)" rating in a report on Monday. Two research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the company has an average rating of "Hold" and a consensus target price of $17.17.

UMH Properties Price Performance

UMH stock opened at $15.70 on Wednesday. The firm has a market cap of $1.34 billion, a P/E ratio of 156.97 and a beta of 0.99. The firm's fifty day moving average is $15.07 and its 200 day moving average is $15.35. UMH Properties, Inc. has a 52 week low of $13.93 and a 52 week high of $17.49. The company has a debt-to-equity ratio of 1.20, a quick ratio of 6.97 and a current ratio of 6.97.

UMH Properties (NYSE:UMH - Get Free Report) last posted its quarterly earnings results on Thursday, April 30th. The real estate investment trust reported $0.03 earnings per share for the quarter, topping the consensus estimate of $0.01 by $0.02. UMH Properties had a net margin of 11.03% and a return on equity of 4.96%. The business had revenue of $65.84 million during the quarter, compared to the consensus estimate of $59.35 million. 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 earnings per share for the current year.

UMH Properties Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Friday, May 15th will be issued a dividend of $0.225 per share. The ex-dividend date is Friday, May 15th. This represents a $0.90 annualized dividend and a yield of 5.7%. UMH Properties's dividend payout ratio is currently 900.00%.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.