PECO

Phillips Edison & Co Inc

PECO.US phillipsedison.com
38.41
-0.31 (-0.80%)
USD · NASDAQ
52-week range
31.95
44.26
Trading at 52% of the 52-week range
Market Cap
5.48B
P/E Ratio
33.96
Forward P/E
72.46
Book Value
18.49
Div. Yield
3.33%
% Institutions
91.87%
% Insiders
0.564%

1 Year

+10.6%

3 Year

+21.5%

10 Year

+694.4%
Description

Phillips Edison & Company, Inc. (PECO) is one of the nation's largest owners and operators of high-quality, grocery-anchored neighborhood shopping centers. PECO has generated strong results through its vertically integrated operating platform and national footprint of well-occupied shopping centers. PECO's centers feature a mix of national and regional retailers providing necessity-based goods and services in fundamentally strong markets throughout the United States. PECO's top grocery anchors include Kroger, Publix, Albertsons and Ahold Delhaize. As of June 30, 2026, PECO managed 330 shopping centers, including 302 wholly owned centers comprising 33.9 million square feet across 31 states and 28 shopping centers owned in three institutional joint ventures. PECO is focused on creating great grocery-anchored shopping experiences and improving communities, one neighborhood shopping center at a time. Phillips Edison & Company, Inc. was incorporated in 1991 and is based in Cincinnati, Ohio.

Company Information

Company Name
Phillips Edison & Co Inc
Sector
Real Estate
Industry
REIT - Retail
Exchange
NASDAQ
ISIN: US71844V2016
CIK: 0001476204
CUSIP: 71844V201
Currency: USD
Full Time Employees: 320
Phone: 513 554 1110
Fiscal Year End: December
IPO Date: Jul 15, 2021
Description:

Phillips Edison & Company, Inc. (PECO) is one of the nation's largest owners and operators of high-quality, grocery-anchored neighborhood shopping centers. PECO has generated strong results through its vertically integrated operating platform and national footprint of well-occupied shopping centers. PECO's centers feature a mix of national and regional retailers providing necessity-based goods and services in fundamentally strong markets throughout the United States. PECO's top grocery anchors include Kroger, Publix, Albertsons and Ahold Delhaize. As of June 30, 2026, PECO managed 330 shopping centers, including 302 wholly owned centers comprising 33.9 million square feet across 31 states and 28 shopping centers owned in three institutional joint ventures. PECO is focused on creating great grocery-anchored shopping experiences and improving communities, one neighborhood shopping center at a time. Phillips Edison & Company, Inc. was incorporated in 1991 and is based in Cincinnati, Ohio.

Address:

11501 Northlake Drive, Cincinnati, OH, United States, 45249

People

Directors & Officers

Name Title Year Born
Mr. Jeffrey S. Edison Co-Founder, Chairman & CEO 1961
Mr. Robert F. Myers President 1974
Mr. John P. Caulfield CPA Executive VP, CFO & Treasurer 1982
Mr. Joseph G. Schlosser COO & Executive VP 1975
Ms. Tanya E. Brady J.D. Executive VP, Secretary, Chief Legal & Administrative Officer 1969
Ms. Jennifer L. Robison Senior VP & Chief Accounting Officer 1977
Mr. Gary G. Bailey Senior VP & Chief Information Officer NA
Ms. Kimberly A. Green Senior VP & Head of Investor Relations NA
Mr. Scott M. Wallace Senior VP & Chief Compliance Officer NA
Mr. Ben Williamson Senior VP & Head of Marketing NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Aug 04, 2025 Lisa C. McClain N/A Sale N/A $33.71 N/A
Jul 16, 2025 Lisa C. McClain N/A Purchase N/A $34.79 N/A
Jul 12, 2023 Daniel S. Goldman N/A Sale N/A $34.07 N/A
May 16, 2023 Leslie T Chao N/A Purchase 10.00K $29.18 $291.80K

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 22.05M Mar 31, 2026 17.13% $0.01 0.53%
Vanguard Portfolio Management, LLC 13.89M Mar 31, 2026 10.79% $0.03 0.00%
State Street Corp 7.13M Mar 31, 2026 5.54% $0.01 -1.13%
Vanguard Capital Management, LLC 5.70M Mar 31, 2026 4.43% $0.01 0.00%
FMR Inc 4.13M Mar 31, 2026 3.21% $0.01 -0.95%
Wellington Management Company LLP 4.01M Jun 30, 2026 3.12% $0.03 -23.04%
Geode Capital Management, LLC 3.55M Mar 31, 2026 2.75% $0.01 2.99%
Canada Pension Plan Investment Board 3.35M Jun 30, 2026 2.60% $0.08 1.67%
Charles Schwab Investment Management Inc 2.36M Mar 31, 2026 1.84% $0.01 1.75%
Dimensional Fund Advisors, Inc. 1.92M Jun 30, 2026 1.49% $0.01 0.94%
Duff & Phelps Inv Mgmt Co (IL) 1.80M Mar 31, 2026 1.40% $0.70 0.73%
JPMorgan Chase & Co 1.79M Mar 31, 2026 1.39% $0.00 70.60%
Engineers Gate Manager LP 1.75M Mar 31, 2026 1.36% $0.82 -19.58%
The Goldman Sachs Group Inc 1.70M Mar 31, 2026 1.32% $0.01 130.10%
NORGES BANK 1.65M Jun 30, 2026 1.28% $0.01 -17.04%
Northern Trust Corp 1.49M Mar 31, 2026 1.16% $0.01 -2.27%
Nuveen, LLC 992.85K Mar 31, 2026 0.77% $0.01 -1.52%
Delaware Management Holdings Inc 979.33K Mar 31, 2026 0.76% $0.06 -12.29%
Ameriprise Financial Inc 947.32K Mar 31, 2026 0.74% $0.01 27.57%
Morgan Stanley - Brokerage Accounts 946.13K Mar 31, 2026 0.74% $0.00 -17.38%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Core S&P Small-Cap ETF 7.69M 5.97% ▲ 0.03% Aug 31, 2026
2 Vanguard Real Estate Index Investor 4.79M 3.72% ▼ 0.03% Jul 31, 2026
3 Vanguard MStar Total Stk Mkt Idx Invest 4.01M 3.12% ▲ 0.36% Jul 31, 2026
4 iShares Russell 2000 ETF 3.34M 2.59% ▼ 0.57% Aug 31, 2026
5 Vanguard Small Cap Index 2.90M 2.25% ▲ 0.26% Jul 31, 2026
6 Vanguard Explorer Inv 2.10M 1.63% ▼ 29.70% Jun 30, 2026
7 Vanguard Institutional Extnd Mkt Idx Tr 1.45M 1.13% ▲ 0.29% Jul 31, 2026
8 Fidelity Small Cap Index 1.40M 1.09% ▲ 11.27% Jun 30, 2026
9 iShares Russell 2000 Value ETF 1.21M 0.94% ▼ 0.23% Aug 31, 2026
10 State Street SPDR Port S&P 600 Sm CpETF 1.18M 0.92% ▼ 0.45% Aug 31, 2026

Financial Highlights

Market Cap: $5.48B
EBITDA: $462.84M
P/E Ratio: $33.96
Book Value: $18.49
Dividend/Share: $1.29
Dividend Yield: 3.33%
Earnings/Share: $1.14
Profit Margin: 19.14%
Operating Margin: 28.80%
ROA (TTM): 2.55%
ROE (TTM): 6.02%
Revenue (TTM): $750.89M
Revenue/Share (TTM): $5.96
Earnings Growth (YOY): 219.20%
Revenue Growth (YOY): 6.70%

Valuation Metrics

Enterprise Value: $7.55B
Trailing P/E: 33.96
Forward P/E: 72.46

Shares Statistics

Shares Outstanding: 128.70M
Shares Float: 127.90M
% Insiders: 0.564%
% Institutions: 91.87%
Short % Float: 4.46%

Stock Price History

1 Year Price History

3 Years Price History

10 Years Price History

Financial Charts

Revenue, Net Income & Operating Cash Flow (Yearly)

Revenue, Net Income & Operating Cash Flow (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$732.30M
Cost of Goods Sold
adjust
$-742.48M
Gross Profit
subtotal
$-10.19M
SG&A
adjust
$-51.64M
Other Operating Expense
adjust
$-157.39M
Operating Income
subtotal
$198.85M
Other / Non-Operating Items
adjust
$-87.54M
Net Income
subtotal
$111.30M

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

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