- ISIN
- US9030021037
- CUSIP
- 903002103
- Sector
- Real Estate
- Industry
- REIT - Residential
- IPO Date
- Dec 6, 1993
Highlights
- Market Cap
- $1.28B
- Enterprise Value
- $1.28B
- EPS (TTM)
- $0.25
- PE Ratio
- 58.92
- PEG Ratio
- 0.74
- Total Revenue (TTM)
- $200.53M
- Gross Profit (TTM)
- $74.67M
- EBITDA (TTM)
- $95.11M
- Year Range
- $13.93 - $17.44
- Target Price
- $16.50
- ROE (TTM)
- 2.42%
Share Price Chart
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Performance
UMH Performance Chart
UMH Properties, Inc. (UMH) is down 3.1% since the beginning of the year. At $15 per share, UMH is trading 14.2% below its 52-week high of $17. Investors who bought $1,000 worth of UMH shares 5 years ago would now be looking at an investment worth $859.
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Returns By Period
UMH Properties, Inc. (UMH) has returned -3.14% so far this year and -5.24% over the past 12 months. Over the last ten years, UMH has returned 8.41% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.
UMH Properties, Inc.
- 1D
- -0.60%
- 1M
- -2.16%
- YTD
- -3.14%
- 6M
- -2.40%
- 1Y
- -5.24%
- 3Y*
- 4.85%
- 5Y*
- -2.99%
- 10Y*
- 8.41%
Benchmark (S&P 500 Index)
- 1D
- -0.37%
- 1M
- -0.01%
- YTD
- 9.16%
- 6M
- 8.64%
- 1Y
- 25.22%
- 3Y*
- 19.78%
- 5Y*
- 11.99%
- 10Y*
- 13.88%
UMH Monthly Returns History
Based on dividend-adjusted daily data since Dec 6, 1993, UMH's average daily return is +0.05%, while the average monthly return is +0.92%. At this rate, an investment would double in approximately 6.3 years.
Historically, 53% of months were positive and 47% were negative. The best month was May 2009 with a return of +27.9%, while the worst month was Mar 2020 at -25.2%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 8 months.
On a daily basis, UMH closed higher 46% of trading days. The best single day was Mar 26, 2020 with a return of +15.7%, while the worst single day was Mar 9, 2020 at -21.6%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.76% | -2.15% | -4.31% | 7.76% | -1.96% | -0.33% | -3.14% | ||||||
| 2025 | -4.71% | 6.50% | -1.22% | -5.51% | -3.70% | -0.00% | -3.04% | -2.27% | -5.35% | -2.09% | 5.63% | 5.16% | -11.02% |
| 2024 | -1.37% | 3.40% | 5.45% | -1.97% | -3.71% | 5.75% | 11.07% | 10.79% | 1.08% | -5.19% | 4.09% | -1.67% | 29.59% |
| 2023 | 11.30% | -4.00% | -13.05% | 2.77% | 1.36% | 5.06% | 4.19% | -9.04% | -6.22% | -1.50% | 3.75% | 8.50% | 0.21% |
| 2022 | -13.65% | -1.45% | 6.63% | -4.35% | -15.41% | -10.31% | 20.67% | -14.47% | -10.48% | 8.61% | 1.52% | -8.57% | -38.67% |
| 2021 | -0.74% | 17.42% | 12.30% | 12.31% | -0.59% | 2.88% | 6.69% | 2.63% | -3.38% | 4.54% | -2.82% | 18.41% | 91.34% |
Benchmark Metrics
UMH Properties, Inc. has an annualized alpha of 7.48%, beta of 0.47, and R2 of 0.11 versus S&P 500 Index. Calculated based on daily prices since December 06, 1993.
- This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (65.13%) than losses (59.80%) - typical of diversified or defensive assets.
- Beta of 0.47 may look defensive, but with R2 of 0.11 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R2 of 0.11 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 7.48%
- Beta
- 0.47
- R²
- 0.11
- Upside Capture
- 65.13%
- Downside Capture
- 59.80%
Return for Risk
Risk / Return Rank
UMH ranks 29 for risk / return — below 29% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for UMH Properties, Inc. (UMH) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UMH | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.30 | ||
| Sortino ratioReturn per unit of downside risk | -3.01 | ||
| Omega ratioGain probability vs. loss probability | 0.97 | 1.37 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | -0.30 | 2.78 | -3.09 |
| Martin ratioReturn relative to average drawdown | -0.57 | 12.44 | -13.01 |
Dividends
Dividend History
UMH Properties, Inc. provided a 6.01% dividend yield over the last twelve months, with an annual payout of $0.90 per share. The company has been increasing its dividends for 16 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.90 | $0.89 | $0.85 | $0.82 | $0.80 | $0.76 | $0.72 | $0.72 | $0.72 | $0.72 | $0.72 | $0.72 |
Dividend yield | 6.01% | 5.59% | 4.50% | 5.35% | 4.97% | 2.78% | 4.86% | 4.58% | 6.08% | 4.83% | 4.78% | 7.11% |
Monthly Dividends
The table displays the monthly dividend distributions for UMH Properties, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.45 | ||||||
| 2025 | $0.00 | $0.22 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.89 |
| 2024 | $0.00 | $0.21 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | $0.00 | $0.85 |
| 2023 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.82 |
| 2022 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.80 |
| 2021 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.76 |
Dividend Yield & Payout
Dividend Yield
UMH Properties, Inc. has a dividend yield of 6.01%, which means its dividend payment is significantly above the market average.
Payout Ratio
UMH Properties, Inc. has a payout ratio of 346.16%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the UMH Properties, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the UMH Properties, Inc. was 62.46%, occurring on Dec 23, 2008. Recovery took 637 trading sessions.
The current UMH Properties, Inc. drawdown is 31.36%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
Financial crisis2007–2009 | -62.46%Dec 2008 | 1y 11mo | 2y 6mo | 4y 5moJan 2007 - Jul 2011 |
2023 bear market2023 | -46.98%Oct 2023 | 1y 9mo | — | 4y 5moJan 2022 - now |
COVID crash2020 | -44.65%Mar 2020 | 1mo 29d | 8mo 27d | 10mo 26dJan 2020 - Dec 2020 |
Dot-com crash2000–2002 | -33.51%Mar 2000 | 3y 2mo | 9mo 8d | 3y 11moJan 1997 - Jan 2001 |
2018 bear market2018 | -32.23%Feb 2018 | 8mo 28d | 1y 9mo | 2y 5moJun 2017 - Nov 2019 |
Drawdown Indicators
| UMH | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.46% | -56.78% | -5.68% |
Max Drawdown (1Y)Largest decline over 1 year | -17.43% | -9.10% | -8.33% |
Max Drawdown (3Y)Largest decline over 3 years | -27.28% | -18.90% | -8.38% |
Max Drawdown (5Y)Largest decline over 5 years | -46.98% | -25.43% | -21.55% |
Max Drawdown (10Y)Largest decline over 10 years | -46.98% | -33.92% | -13.06% |
Current DrawdownCurrent decline from peak | -31.36% | -1.80% | -29.56% |
Average DrawdownAverage peak-to-trough decline | -14.56% | -10.71% | -3.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.18% | 2.03% | +7.15% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of UMH Properties, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how UMH Properties, Inc. is priced in the market compared to other companies in the REIT - Residential industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for UMH, comparing it with other companies in the REIT - Residential industry. Currently, UMH has a P/E ratio of 58.9. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for UMH compared to other companies in the REIT - Residential industry. UMH currently has a PEG ratio of 0.7. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for UMH relative to other companies in the REIT - Residential industry. Currently, UMH has a P/S ratio of 6.4. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for UMH in comparison with other companies in the REIT - Residential industry. Currently, UMH has a P/B value of 2.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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