Insider Trading April 1, 2026

UMH Properties Director Buys $7,250 of Stock as REIT Wrestles With Q4 Miss

Jeffrey A. Carus adds 500 shares while company reports earnings and revenue shortfalls for fourth quarter 2025

By Hana Yamamoto UMH
UMH Properties Director Buys $7,250 of Stock as REIT Wrestles With Q4 Miss
UMH

UMH Properties director Jeffrey A. Carus purchased 500 common shares on April 1, 2026, spending $7,250 at $14.50 per share, according to a Form 4 filing. The transaction leaves Carus with substantial direct and indirect holdings and outstanding options, even as UMH reported a Q4 2025 EPS and revenue miss versus analyst expectations.

Key Points

  • Director Jeffrey A. Carus bought 500 UMH common shares on April 1, 2026, for $14.50 each, totaling $7,250.
  • Following the purchase, Carus holds 33,565.73 direct shares, custodial holdings for two sons (729.39 and 620.58 shares), 500 Preferred D shares, and options on 47,000 shares with exercise prices from $14.36 to $16.86.
  • UMH Properties, a $1.24 billion market-cap REIT, yields 6.24% and has paid dividends for 37 consecutive years; however, it missed Q4 2025 EPS and revenue expectations.

Jeffrey A. Carus, a director at UMH Properties (NYSE:UMH), purchased 500 shares of the company's common stock on April 1, 2026, a Form 4 filing with the Securities and Exchange Commission shows. The shares were acquired at $14.50 each for a total outlay of $7,250.

UMH's shares were trading at $14.57 at the time of reporting, roughly in line with Carus's purchase price. InvestingPro analysis cited in the filing indicates UMH is considered undervalued relative to its Fair Value and is included on a Most Undervalued list.


Holdings and option positions

After the April 1 purchase, Carus directly holds 33,565.73 shares of UMH Properties common stock. He also has indirect custodial holdings for his sons - 729.39 shares for Daniel and 620.58 shares for Ethan. Separately, Carus directly owns 500 shares of UMH Properties, Inc. Preferred D.

Carus retains option rights to acquire an additional 47,000 shares of UMH common stock, with exercise prices ranging from $14.36 to $16.86.


Company profile and dividend

The REIT carries a market capitalization of $1.24 billion and offers a dividend yield of 6.24%. According to InvestingPro, UMH has paid dividends for 37 consecutive years, a metric noted in the disclosure accompanying the filing.


Recent financial performance

UMH reported fourth-quarter 2025 results that missed analysts' expectations. The company posted an earnings per share (EPS) of -$0.01 versus a consensus forecast of $0.05, a negative surprise quantified in the filing as 120%. Revenue for the quarter came in at $66.97 million, below the $68.84 million estimate, representing a 2.72% shortfall.

Those results are presented in the filing as evidence of recent challenges in meeting analysts' projections.


Takeaway

The modest open-market purchase by a company director increases his direct and indirect economic exposure to UMH at a time when the REIT is trading near the purchase price and has recently missed quarterly estimates. The filing documents both continued insider ownership and existing option exposure while also flagging valuation views and recent operating performance.

Risks

  • Recent earnings and revenue misses - UMH reported Q4 2025 EPS of -$0.01 versus a $0.05 forecast and revenue of $66.97 million versus an expected $68.84 million, indicating short-term performance challenges affecting investor returns.
  • Valuation uncertainty - while InvestingPro flags UMH as undervalued relative to Fair Value, the company’s recent operational misses introduce uncertainty for dividend sustainability and share-price recovery.
  • Insider purchase size - the disclosed $7,250 open-market purchase is modest relative to Carus’s overall holdings, which may limit the market signal typically associated with larger insider buys.

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