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Phillips Edison & Company, Inc. (PECO) stock

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NASDAQ: PECO Nasdaq Retail REITs Next results ~February 4, 2027

C+ Fundamentals grade

Phillips Edison & Company, Inc. is a US-listed company in the retail REITs industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

~$47

Valuation models combined (2)

Base case. Range ~$24–$59. Weighted average of 2 models (funds-from-operations model, dividend discount (growing dividend)), the funds-from-operations model counting double.

Price vs value

No Buy/Hold/Sell rating is issued: only 2 valuation models apply; a rating needs 3.

Phillips Edison & Company, Inc. valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Funds219 adding, 172 cuttingOf 47 active managers that changed their stake, 24 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Phillips Edison & files

Where Phillips Edison & stands after its latest 10-Q

Revenue for the twelve months to September 2026 was $761m, up 7.0% on a year earlier, slower than the 8.1% growth a quarter earlier.

Source: 10-Q filed October 27, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~February 4, 2027 (estimated)

Phillips Edison & Company, Inc.'s trailing-twelve-month revenue grew 7.0% year on year, with a free-cash-flow margin of 11.8%.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 26.7% while net income grew 121.8%: a 95pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • Margins widening. Operating margin is up 5.3 points on a year ago.
  • Estimates rising. Analysts' consensus for next year's earnings per share has risen 7.1% over 90 days.

Things to watch

  • High debt. Long-term debt exceeds cash by $2.5bn, more than 1.5 times annual revenue.
  • Weak cash conversion. Free cash flow was 49% of net income over the last 12 months.
  • Short interest rising. Shares sold short rose 46% in a month to 7.5% of tradable shares.
  • Missing expectations. Earnings per share fell short of the consensus estimate in 2 of the last four quarters.
  • Earnings expected to fall. The consensus expects earnings per share to fall 10% next year.

Latest results: FY2026 Q3

Filed October 27, 2026
Earnings per share
$0.16 against an average estimate of $0.15: beat by 1.1%
Revenue
$193m, up 5.7% on a year earlier
Share reaction
-0.4% in the first session after the results on October 26, 2026, against +1.3% for the S&P 500
Next report
October 26, 2026; average EPS estimate $0.15

Phillips Edison &'s figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+2.2%
  • 1 week+2.8%
  • 1 month+5.4%
  • This year+14.7%
  • 1 year+21.4%
  • 5 years+46.1%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$761M
Net margin
23.9%
EPS (TTM, diluted)
$1.30

Growth

Revenue growth
+7.0%
Change in growth rate
−1.1 pts
Share count change
+0.8%

Earnings

Last results
October 26, 2026
Next results (est.)
February 4, 2027

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Results
  2. Announcement
  3. Announcement
  4. Announcement
  5. Announcement
  6. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Phillips Edison & Company, Inc. valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: only 2 valuation models apply; a rating needs 3.

Valuation models

We value Phillips Edison & Company, Inc. as an equity reit, with every model that fits that kind of business. Cost of equity 7.5%: the 10-year Treasury yield (4.9%) plus a beta of 0.58 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Funds-from-operations model Funds from operations growing 2.5% a year, discounted at 8%. ~$59 ~$50–$72 Primary model, counts double
Price-to-FFO vs peers Funds from operations per share times peers' typical (harmonic-mean) price-to-FFO. ~$1.1 ~$27–$55 Left out: out of range vs price (0.03x)
Dividend discount (growing dividend) Today's dividend growing 2.5% a year, discounted at the cost of equity. ~$24 ~$20–$30 Included
Combined value Weighted average of the models that apply: the primary model (funds-from-operations model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$47 ~$24–$59 2 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Phillips Edison & Company, Inc. with equity REITs in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Moat

37 /100

Weak moat

How hard Phillips Edison &'s competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 0 / 20

    Net income has been a median 0.5% of total assets over 10 years.

  • Durability 0 / 20

    Net margin has been a median 4.6%; its worst year was -13.6%.

  • Cash conversion 9 / 20

    Free cash flow was positive in 6 of 10 years, at a median 6.7% of revenue.

  • Discipline 20 / 20

    The diluted share count fell 55.5% over five years; stock-based pay has been a median 1.5% of revenue.

AI disruption exposure: Low. In this industry, the business rests on physical assets, regulated networks or products AI itself depends on.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $0.84 +62% $758m +4%
Next $0.76 −10% $808m +7%

Next year's EPS estimate has moved +7.1% in 90 days, across 2 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +19.1% on 90 days ago. In the last 30 days, 1 analyst raised Phillips Edison & Company, Inc.'s forecast and 0 cut it.

Consensus EPS forecast Phillips Edison & Company, Inc., last 90 days
$0.60 $0.70 $0.80 $0.90 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $0.71 Current fiscal year, 60 days ago: $0.89 Current fiscal year, 30 days ago: $0.84 Current fiscal year, 7 days ago: $0.84 Current fiscal year, Now: $0.84 $0.84 Next fiscal year, 90 days ago: $0.71 Next fiscal year, 60 days ago: $0.68 Next fiscal year, 30 days ago: $0.68 Next fiscal year, 7 days ago: $0.70 Next fiscal year, Now: $0.76 $0.76

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $0.71$0.71
60 days ago $0.89$0.68
30 days ago $0.84$0.68
7 days ago $0.84$0.70
Now $0.84$0.76

Earnings against estimates

Quarter toEstimateActualSurprise
Sept 2026 $0.15 $0.16 +1.1%
Jun 2026 $0.17 $0.16 −7.4%
Mar 2026 $0.16 $0.17 +3.1%
Dec 2025 $0.15 $0.13 −12.1%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

14 analysts, Oct 2026
Buy750%
Hold750%
Sell00%

Monthly trend

  1. Oct 20267714
  2. Sep 20267714
  3. Aug 20267714
  4. Jul 20267714

Counts of recommendations published by analysts covering Phillips Edison & Company, Inc., by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
7.5%
of tradable shares
Days to cover
5.52
at average volume
Short interest, 1 month
+46%
to October 15, 2026
Held by institutions
92%
of shares
Held by insiders
0.6%
of shares
Employees
320
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +21.4%

$32.70 on October 31, 2025 to $39.68

ThenNowEffect
Revenue (last 12 months) $695m $751m +8.1%
Net margin 9.9% 19.1% +93.1%
P/E multiple 65.5x 38.4x −41.4%
Share count 138m 139m −0.8%

Biggest factor: net margin.

Last 3 years +25.4%

$31.65 on November 3, 2023 to $39.68

ThenNowEffect
Revenue (last 12 months) $594m $751m +26.4%
Net margin 9.4% 19.1% +103.7%
P/E multiple 74.8x 38.4x −48.7%
Share count 132m 139m −5.2%

Biggest factor: net margin.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 20222023202420252026 to date
Return
PECO−0%+19%+6%−2%+15%
Industry peers (median)−14%+6%+15%−3%+11%
S&P 500−18%+26%+25%+18%+11%
Months that ended higher
PECO42%58%67%42%73%
S&P 50042%67%75%75%46%
Largest fall from a high during the year
PECO−23%−17%−14%−11%−16%
S&P 500−25%−10%−8%−19%−9%

Worst fall since February 25, 2021: 66% from July 6, 2021 to July 12, 2021. Getting back needed a 198% gain, reached on July 15, 2021, 3 days after the low.

Price behaviour

52-week range
$32.74 – $43.63
From 52-week high
−9.0%
vs 50-day average
+4.4%
vs 200-day average
+2.5%
Volatility (1 year)
16%
Beta vs S&P 500
-0.13

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
5 up, 7 down
typical move ±1.1%
After a week
7 up, 5 down
typical move ±2.4%
After a month
7 up, 4 down
typical move ±4.8%
Results releasedNext dayS&P 500 next day5 days21 days
October 26, 2026 −0.4% +1.3% +3.4% —
July 23, 2026 +0.4% −1.1% −2.1% −9.2%
April 23, 2026 +3.2% +0.4% +5.0% +5.7%
February 5, 2026 +0.8% +0.6% +1.7% +4.0%
October 23, 2025 −0.2% +1.4% −2.2% +1.9%
July 24, 2025 −0.7% +0.5% −3.0% +0.4%
April 24, 2025 −2.0% +2.8% −2.3% −4.9%
February 6, 2025 +1.2% −0.6% +1.0% −3.4%
October 24, 2024 −1.9% +0.2% +2.2% +6.6%
July 25, 2024 −0.1% +0.6% +3.6% +7.4%
April 25, 2024 −1.9% +0.6% −0.5% −5.1%
February 8, 2024 +0.7% +0.6% +1.3% +4.2%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Phillips Edison & Company, Inc. in five measures

Fundamentals grade C+
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Phillips Edison & Company, Inc.
$600M $650M $700M $750M $800M FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue (TTM), FY23 Q4: $610.1M Revenue (TTM), FY24 Q1: $620.4M Revenue (TTM), FY24 Q2: $629.7M Revenue (TTM), FY24 Q3: $642.8M Revenue (TTM), FY24 Q4: $661.4M Revenue (TTM), FY25 Q1: $678.4M Revenue (TTM), FY25 Q2: $694.6M Revenue (TTM), FY25 Q3: $711.8M Revenue (TTM), FY25 Q4: $726.6M Revenue (TTM), FY26 Q1: $739M Revenue (TTM), FY26 Q2: $750.9M Revenue (TTM), FY26 Q3: $761.3M $761.3M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY23 Q4 $610.1M
FY24 Q1 $620.4M
FY24 Q2 $629.7M
FY24 Q3 $642.8M
FY24 Q4 $661.4M
FY25 Q1 $678.4M
FY25 Q2 $694.6M
FY25 Q3 $711.8M
FY25 Q4 $726.6M
FY26 Q1 $739M
FY26 Q2 $750.9M
FY26 Q3 $761.3M
Revenue growth, TTM YoY Phillips Edison & Company, Inc.
6% 8% 10% 12% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue growth, TTM YoY, FY23 Q4: 6.0% Revenue growth, TTM YoY, FY24 Q1: 6.2% Revenue growth, TTM YoY, FY24 Q2: 6.0% Revenue growth, TTM YoY, FY24 Q3: 7.0% Revenue growth, TTM YoY, FY24 Q4: 8.4% Revenue growth, TTM YoY, FY25 Q1: 9.4% Revenue growth, TTM YoY, FY25 Q2: 10.3% Revenue growth, TTM YoY, FY25 Q3: 10.7% Revenue growth, TTM YoY, FY25 Q4: 9.9% Revenue growth, TTM YoY, FY26 Q1: 8.9% Revenue growth, TTM YoY, FY26 Q2: 8.1% Revenue growth, TTM YoY, FY26 Q3: 7.0% 7.0%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q4 6.0%
FY24 Q1 6.2%
FY24 Q2 6.0%
FY24 Q3 7.0%
FY24 Q4 8.4%
FY25 Q1 9.4%
FY25 Q2 10.3%
FY25 Q3 10.7%
FY25 Q4 9.9%
FY26 Q1 8.9%
FY26 Q2 8.1%
FY26 Q3 7.0%
Operating margin (TTM) Phillips Edison & Company, Inc.
-60% -40% -20% 0% 20% FY11 Q4 FY12 Q3 FY13 Q2 FY14 Q3 Operating margin (TTM), FY11 Q4: -48.3% Operating margin (TTM), FY12 Q1: -32.3% Operating margin (TTM), FY12 Q2: -25.1% Operating margin (TTM), FY12 Q3: -17.6% Operating margin (TTM), FY12 Q4: -7.1% Operating margin (TTM), FY13 Q1: -7.6% Operating margin (TTM), FY13 Q2: -1.7% Operating margin (TTM), FY13 Q3: 1.3% Operating margin (TTM), FY13 Q4: -2.8% Operating margin (TTM), FY14 Q1: 1.5% Operating margin (TTM), FY14 Q2: 2.9% Operating margin (TTM), FY14 Q3: 6.5% 6.5%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Operating margin (TTM)
FY11 Q4 -48.3%
FY12 Q1 -32.3%
FY12 Q2 -25.1%
FY12 Q3 -17.6%
FY12 Q4 -7.1%
FY13 Q1 -7.6%
FY13 Q2 -1.7%
FY13 Q3 1.3%
FY13 Q4 -2.8%
FY14 Q1 1.5%
FY14 Q2 2.9%
FY14 Q3 6.5%
FCF margin (TTM) Phillips Edison & Company, Inc.
8% 10% 12% 14% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 FCF margin (TTM), FY23 Q4: 8.9% FCF margin (TTM), FY24 Q1: 8.6% FCF margin (TTM), FY24 Q2: 9.9% FCF margin (TTM), FY24 Q3: 11.4% FCF margin (TTM), FY24 Q4: 12.4% FCF margin (TTM), FY25 Q1: 10.9% FCF margin (TTM), FY25 Q2: 11.8% FCF margin (TTM), FY25 Q3: 9.9% FCF margin (TTM), FY25 Q4: 11.3% FCF margin (TTM), FY26 Q1: 10.4% FCF margin (TTM), FY26 Q2: 13.7% FCF margin (TTM), FY26 Q3: 11.8% 11.8%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q4 8.9%
FY24 Q1 8.6%
FY24 Q2 9.9%
FY24 Q3 11.4%
FY24 Q4 12.4%
FY25 Q1 10.9%
FY25 Q2 11.8%
FY25 Q3 9.9%
FY25 Q4 11.3%
FY26 Q1 10.4%
FY26 Q2 13.7%
FY26 Q3 11.8%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-K/A, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2010 Dec 2010 2011 Dec 2011 2012 Dec 2012 2013 Dec 2013 2014 Dec 2014 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Sept 2026
Income
Revenue 0 4 18 73 188 242 258 312 430 537 498 533 575 610 661 727 761
EBITDA −1 −0 7 27 — — — — — — — — — — — — —
Operating income −1 −2 −1 −2 — — — — — — — — — — — — —
Net income −1 −2 −3 −12 −23 13 9 −38 39 −64 5 15 48 57 63 111 182
Diluted EPS −$4.44 −$1.57 −$0.51 −$0.18 −$0.13 $0.07 $0.05 −$0.21 $0.20 −$0.67 $0.05 $0.15 $0.42 $0.48 $0.51 $0.89 $1.30
Growth (year on year)
Revenue — +>999% +397.3% +316.9% +157.2% +28.6% +6.5% +20.9% +38.1% +24.7% −7.2% +7.0% +8.0% +6.0% +8.4% +9.9% +7.0%
EBITDA — — — +312.7% — — — — — — — — — — — — —
Net income — — — — — — −33.1% −529.8% — −262.3% — — +219.6% +17.6% +10.3% +77.6% +121.8%
Diluted EPS — — — — — — −28.6% −520.0% — −435.0% — — +180.0% +14.3% +6.3% +74.5% +120.1%
Margins
EBITDA margin −641.8% −5.8% 37.6% 37.2% — — — — — — — — — — — — —
Operating margin −724.5% −48.3% −7.1% −2.8% — — — — — — — — — — — — —
Net margin −762.2% −67.0% −19.1% −17.0% −12.0% 5.5% 3.5% −12.3% 9.1% −11.8% 1.0% 2.8% 8.4% 9.3% 9.5% 15.3% 23.9%
Cash flow
Cash from operations 0 1 4 19 76 106 103 109 153 227 211 263 291 291 335 348 355
Stock-based pay — — — — — — 0 0 5 8 6 16 15 7 10 12 12
Balance sheet
Cash 1 7 8 460 16 41 8 6 17 18 104 93 5 5 5 4 9
Total debt 15 47 159 201 650 847 1,065 1,818 2,461 2,373 2,308 1,914 1,913 1,987 2,137 2,402 2,548
Net debt (negative = net cash) 14 40 151 −259 635 807 1,057 1,812 2,445 2,355 2,203 1,821 1,907 1,982 2,132 2,399 2,539
Diluted shares — — 7m 70m 179m 186m 187m 196m 241m 109m 111m 117m 130m 133m 137m 139m 140m
Returned to shareholders
Dividends — 1 2 19 57 35 34 39 81 123 49 107 127 136 134 157 166
Buybacks — 0 0 1 3 74 20 47 53 35 5 78 0 0 — — —
Total returned — 1 2 20 60 109 54 85 134 158 55 184 127 136 134 157 166

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Dividends, buybacks and capital spending

Dividends (TTM)
$166M
Diluted share count
+0.8%
year over year
Total shareholder yield
3.0%
dividends 3.0% + buybacks 0.0% of market value
Dividend payout ratio
92%
of net income paid out

Competitors: side by side with peers

Closest by revenue in retail reits
Last 12 months unless stated PECO KRG ADC EPRT CBL MAC Median
Revenue, last 12 months $761m $792m $810m $639m $588m $1.0bn $516m
Revenue growth, last 12 months 7.0% −7.0% 17.7% 20.4% 9.0% 1.3% 8.5%
Revenue growth, 3-year average 8.2% −1.4% 16.7% 23.9% 2.1% 5.1% 8.2%
Revenue growth, latest quarter 5.7% −7.2% 16.7% 16.4% 4.0% −0.0% 7.1%
Operating margin 6.5% 14.7% 48.9% 60.6% 20.9% — 44.2%
Operating margin, 3-year average −3.3% 16.1% 48.4% 62.1% 20.9% — 35.7%
Net margin 23.9% 42.9% 29.8% 41.0% 37.0% −16.8% 26.8%
Cash from operations / revenue 46.6% 48.8% 70.6% 67.8% 48.1% 30.5% 48.6%
Free-cash-flow margin 11.8% 29.8% 37.1% 41.4% 21.9% −4.4% 20.3%
Free-cash-flow margin, 3-year average 11.0% 22.0% 8.8% 42.2% 20.5% −2.4% 20.1%
Stock pay / revenue 1.6% 1.5% 1.8% 2.3% 2.3% 2.2% 1.7%
Change in share count 0.8% −6.3% 10.7% 10.1% 0.8% 8.5% 2.6%

Median of all 24 companies we cover in retail reits. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

24 retail reits companies
Measure Company Peer median Rank
Revenue growth Growth 7.0% 8.7% 15 of 24
Change in growth rate Growth -1.1pp -0.3pp 15 of 24
Net margin Profitability 23.9% 29.8% 13 of 24
Stock pay as % of revenue Cash generation 1.6% 1.8% 9 of 21
Long-term debt as % of assets Balance sheet 45.4% 46.6% 9 of 20
Change in share count Balance sheet 0.8% 4.1% 9 of 22

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Who owns it

Funds buying and selling
Reported value
$4.8B
Institutions reporting
441
Shares held vs prior quarter
▲ 6.1%
Positions opened / closed
45 / 39

Top buyers and sellers, Q2 2026: 219 institutions bought and 172 sold ; the biggest buyer was Blackrock, Inc (+1.3M shares) and the biggest seller Engineers Gate Manager LP (−1.5M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $970M 23.3M 20.3% ▲ 5.7%
Vanguard Portfolio Management LLC $599M 14.4M 12.5% ▲ 3.7%
State Street Corp $304M 7.3M 6.4% ▲ 2.3%
Vanguard Capital Management LLC $238M 5.7M 5.0% ▲ 0.6%
FMR LLC $176M 4.2M 3.7% ▲ 2.1%
Wellington Management Group LLP $167M 4.0M 3.5% ▼ 23.0%
Geode Capital Management, LLC $157M 3.8M 3.3% ▲ 6.3%
Canada Pension Plan Investment Board $139M 3.4M 2.9% ▲ 1.7%
Goldman Sachs Group Inc $122M 2.9M 2.6% ▲ 72.6%
Charles Schwab Investment Management Inc $103M 2.5M 2.1% ▲ 4.5%
Northern Trust Corp $97.7M 2.3M 2.0% ▲ 57.5%
Duff & Phelps Investment Management Co $83.5M 2.0M 1.7% ▲ 11.4%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Phillips Edison & Company, Inc.'s complete shareholder register. Values are as reported by the filers ; 1 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $0 0 trades by 0 insiders
Net ▲ $0 net buying

No open-market insider trades reported in the last 12 months.

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 3 trades and filings

No trades in Phillips Edison & Company, Inc. disclosed in the last 12 months; 3 earlier trades on record.

  • Lisa C. McClain(R-MI 9):Sale (full), $1,001 - $15,000, traded August 4, 2025, filed September 12, 2025
  • Lisa C. McClain(R-MI 9):Purchase, $1,001 - $15,000, traded July 16, 2025, filed August 13, 2025
  • Daniel S. Goldman(D-NY 10):Sale (full), $15,001 - $50,000, traded July 12, 2023, filed August 13, 2023

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around February 4, 2027 estimated from the company's past filing pattern, not announced

  • October 26, 2026
  • July 23, 2026
  • April 23, 2026
  • February 5, 2026
  • October 23, 2025
  • July 24, 2025

Recent SEC filings

Data status

When each part of this page on Phillips Edison & Company, Inc. was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Phillips Edison & Company, Inc. in brief

What does Phillips Edison & Company, Inc. do?
Phillips Edison & Company, Inc. is a US-listed company in the retail REITs industry. Its financial year ends in December.
What is Phillips Edison & Company, Inc.'s stock ticker?
Phillips Edison & Company, Inc. trades under the ticker PECO on Nasdaq. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Phillips Edison & Company, Inc.'s revenue, and how fast is it growing?
Over its most recent trailing twelve months, Phillips Edison & Company, Inc. reported revenue of $761M, 7.0% higher than a year earlier, according to its SEC filings.
What is Phillips Edison & Company, Inc.'s free cash flow?
Phillips Edison & Company, Inc.'s free-cash-flow margin is 11.8% of revenue over the trailing twelve months.
Who are Phillips Edison & Company, Inc.'s largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Vanguard Portfolio Management LLC and State Street Corp. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is Phillips Edison & Company, Inc.'s market cap?
On November 2, 2026, Phillips Edison & Company, Inc.'s market capitalisation was about $5.5B, with a price-to-earnings ratio of 30.5 and net debt of $2.5B. Market figures come from third-party market data and may be delayed.
Does Phillips Edison & Company, Inc. pay a dividend?
Yes: Phillips Edison & Company, Inc. paid $166M in dividends over the trailing twelve months, a dividend yield of 2.96% and a payout ratio of 91.5%.
Who are Phillips Edison & Company, Inc.'s competitors?
In our Retail REITs peer group, the companies closest to Phillips Edison & Company, Inc. are Kite Realty Group Trust, Agree Realty Corp, Essential Properties Realty Trust, Inc., CBL & Associates Properties Inc and Macerich Co. The side-by-side comparison below sets their revenue, margins and growth against Phillips Edison & Company, Inc.'s.
When is Phillips Edison & Company, Inc.'s next earnings date?
Around February 4, 2027, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Phillips Edison & Company, Inc. announces its own schedule.