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PECO

Phillips Edison & Co.

PECO

NASDAQ·Real Estate·REIT - Retail·Mkt cap $5.0B

$39.18

-0.08%

P/E

34.07

Mkt Cap

$5.0B

52-Wk Range

$32.98–$44.38

52-Week Range

$32.98 - $44.38

P/E

34.07

Fwd P/E

46.46

Beta

0.51

Div Yield

3.32%

Avg Vol

966.9K

Shares Out

126.0M

Mkt Cap

$5.0B

Price action

Price chart

Up 8.7% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Largest portfolio of grocery-anchored shopping centers with 309 properties and 31.7M sq ft
  • Vertically-integrated operating platform reducing third-party dependencies and costs
  • Necessity-based retail focus providing defensive cash flows resistant to economic downturns
  • Diversified geographic presence across 31 states mitigating regional market risk
  • Institutional investor partnerships with TPG Real Estate and Northwestern Mutual providing capital access

Bear Case

2 risks

  • Low volatility (beta 0.5).
  • Premium valuation to Retail REITs peers

Growth

Stable outlook

Expansion of grocery-anchored portfolio in fundamentally strong markets

Value

Premium valuation to Retail REITs peers

Momentum

Stable

+0.0% over 3m

Quality

Excellent

Strong fundamentals

Dividend

Solid

3.32% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 22, 2026

Q3 26 RECAP

JUL 23, 2026

Reported EPS of $0.33 vs $0.18 consensus (+80.5% surprise). Revenue of $184.5M vs $187.5M expected (-1.6%).

EPS beat +80.5%
Revenue miss

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+80.5%

Revenue trend · last 8Q

+12%

+11%

+10%

+78%

+9%

+8%

+6%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$165.5M

$173.0M

$178.3M

$177.8M

$182.7M

$187.9M

$191.9M

$188.5M

Margins · last 8Q

Gross

Operating

29.0%

Profit

21.8%

Wall Street consensus

5 analysts · 20% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

20%

Hold

4

80%

Sell

0%

Median Price Target

Latest: UBS · Jul 9, 2026

vs Industry

How PECO stacks vs REIT - Retail

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.