Phillips Edison & Company, Inc.

Informe acción NasdaqGS:PECO

Capitalización de mercado: US$5.5b

Phillips Edison Dividendos y recompras

Dividendo controles de criterios 3/6

Phillips Edison es una empresa que paga dividendos con una rentabilidad actual de 3.25% que está bien cubierta por los beneficios. La próxima fecha de pago es en 2nd June, 2026 con una fecha ex dividendo de 15th May, 2026.

Información clave

3.2%

Rentabilidad por dividendo

-1.4%

Rendimiento de la recompra

Rendimiento total para el accionista1.9%
Rendimiento futuro de los dividendos3.7%
Crecimiento de los dividendos-7.7%
Próxima fecha de pago de dividendos02 Jun 26
Fecha ex dividendo15 May 26
Dividendo por acciónn/a
Ratio de pago45%

Últimas actualizaciones de dividendos y recompras

Recent updates

Actualización de narrativa May 14

PECO: 2026 Sector Re Rating Will Shape Balanced Earnings Outlook

Analysts have lifted the average price target for Phillips Edison by about $0.23 per share, citing updated models that factor in recent sector re-rating commentary and revisions to shopping center and retail REIT estimates following the fourth quarter. Analyst Commentary Recent research reports on Phillips Edison reflect a mix of optimism and caution, with several firms revising their models after reviewing fourth quarter updates across the shopping center and retail REIT space.
Actualización de narrativa Apr 27

PECO: 2026 Sector Re Rating Will Meet Mixed Price Perspective

The analyst price target for Phillips Edison has been revised higher by about $0.70, as analysts refresh their models based on updated sector multiples and recent Q4 reporting across retail and shopping center REIT peers. Analyst Commentary Recent Street research on Phillips Edison points to a mixed but generally constructive reset of valuation views, with some firms lifting targets and others trimming them as they update models after Q4 results across retail and shopping center REITs. Bullish Takeaways Bullish analysts who raised targets into the low to mid $40s point to sector re-rating as a key support for higher implied valuations, suggesting Phillips Edison is being priced more in line with peers.
Seeking Alpha Apr 27

Phillips Edison: Monthly Dividend, Positive Outlook, Fairly Valued (Downgrade)

Summary Phillips Edison & Company, Inc. just released its Q1, and the results came in ahead of expectations. The PECO release also included raised full-year guidance and a reaffirmation of its annual acquisition target. Shares have significantly outperformed the broader S&P 500 since my last bullish update in early January. While I still view the forward outlook as positive, I am more neutral today with PECO shares trading near its highs. Read the full article on Seeking Alpha
Actualización de narrativa Apr 11

PECO: 2026 Shopping Center Re Rating Meets Cautious Sector Outlook

Analyst price targets for Phillips Edison have shifted within a relatively tight range, with recent changes between $40 and $45 reflecting updated models around Q4 results and differing views on how the shopping center sector might be treated in 2026. Analyst Commentary Recent Street research on Phillips Edison clusters around a tight band of price targets and highlights a split between analysts who see upside in the shopping center theme and those who are more reserved given sector level views for 2026.
Actualización de narrativa Mar 27

PECO: Shopping Centers Poised To Benefit From 2026 REIT Re Rating

Phillips Edison's analyst price target has edged higher, with the fair value estimate moving by about $0.31 to $41.08 as analysts weigh mixed sector views alongside updated Q4 models and revised long term P/E and profitability assumptions. Analyst Commentary Recent research updates on Phillips Edison show a split view, with several firms lifting price targets while others trim them slightly or keep more neutral stances.
Actualización de narrativa Mar 12

PECO: Fairly Valued Centers Eye 2026 REIT Re Rating Tailwind

Analysts have inched their blended price target for Phillips Edison higher to about $40.77 from roughly $40.69, reflecting updated models related to sector rerating views and recent Q4 REIT results. Analyst Commentary Recent research on Phillips Edison shows a mix of optimism and caution as analysts adjust models following Q4 REIT results and reassess sector views heading into 2026.
Actualización de narrativa Feb 26

PECO: Fairly Valued Centers Poised For REIT Turnaround Into 2026

Narrative Update on Phillips Edison The analyst price target for Phillips Edison has increased by a few dollars to $40.69, reflecting analysts' updated models following recent retail REIT results and a series of revised targets across major firms. Analyst Commentary Recent research updates on Phillips Edison reflect a mix of optimism on execution and valuation support, alongside some caution about the broader retail REIT backdrop and sector positioning into 2026.
Actualización de narrativa Feb 11

PECO: Neighborhood Centers And REIT Turnaround Expectations Balance Sector Headwinds

Phillips Edison's updated analyst price target edges higher to about US$40.38 from US$40.00, as analysts factor in revised assumptions around revenue growth, profit margins, and a lower future P/E multiple, following recent target moves across Barclays, Mizuho, UBS, Morgan Stanley, and others. Analyst Commentary Recent research on Phillips Edison reflects a mix of optimism around execution and portfolio quality, balanced by caution on sector headwinds and relative positioning within real estate investment trusts.
Actualización de narrativa Jan 28

PECO: Neighborhood Centers And REIT Turnaround Outlook Will Drive Future Upside

Narrative Update on Phillips Edison The analyst price target for Phillips Edison edges up slightly to around $40, as analysts point to generally steady fair value estimates, modestly improved profit margin assumptions, and a mix of recent target revisions across firms that remain cautious on retail REITs overall but see relative support for the company within the group. Analyst Commentary Recent research on Phillips Edison points to a mixed but generally constructive view, with modestly higher price targets clustered in the high $30s to low $40s and mostly Neutral to positive ratings.
Actualización de narrativa Jan 11

PECO: Neighborhood Centers And REIT Turnaround Outlook Will Support Bullish Case

Analysts have nudged their price expectations for Phillips Edison higher, with the blended fair value estimate moving from about US$39.18 to roughly US$39.92. This reflects updated views on its discount rate, revenue growth, profit margins, and future P/E assumptions in light of recent target raises across the Street.
Seeking Alpha Apr 29

Phillips Edison: Excellent Fundamentals Support Investment Thesis

Summary Phillips Edison & Company, Inc. remains a "Buy" due to its high-quality, grocery-anchored portfolio, strong tenant retention, and solid balance sheet, offering income and growth potential. PECO's Q1 2025 results showed strong same-center NOI growth of 3.9% YoY, high occupancy at 97.1%, and impressive Core FFO per share growth of 8.3% YoY. With a 3.5% dividend yield, a low 49% payout ratio, and a forward P/FFO of 13.7, PECO offers attractive total return potential with lower market volatility. Read the full article on Seeking Alpha
Seeking Alpha Feb 10

Phillips Edison: Prime Grocery-Anchored Real Estate At A Great Price

Summary Phillips Edison offers high exposure to grocery-anchored shopping centers, providing a resilient business model with high occupancy and robust lease spreads. PECO's disciplined acquisition strategy and ground-up development opportunities are expected to deliver attractive returns, supported by a strong investment-grade balance sheet. With a well-covered 3.3% dividend yield and attractive valuation below its historical P/FFO average, PECO is positioned for potentially strong total returns. Read the full article on Seeking Alpha
Seeking Alpha Nov 13

Phillips Edison & Company: Defensive Shopping Center REIT

Summary Phillips Edison & Company has delivered over 21% total returns since November 2023, with a current forward yield of 3.12% and a P/FFO multiple of 16.31x. Looking at PECO stock, I question the relative valuation compared to peers KIM, REG, and FRT. Diving a bit more, I will identify PECO's advantages and vulnerabilities compared to peers. Recommend adding PECO only after a correction for a more attractive valuation and yield, given the sector's recent rally. Read the full article on Seeking Alpha
Seeking Alpha Sep 20

Phillips Edison: A High-Quality REIT At A High Valuation

Summary PECO has a well-diversified retail portfolio consisting of primarily grocery-anchored assets. The majority of its tenants operate at a nation/region-wide scale. Though the favorable market dynamics have resulted in increasingly wide lease spreads, the corporate-level growth has been more modest. Because of this, coupled with occupancy and valuation being so high, I don't see a high growth potential for investors. Read the full article on Seeking Alpha
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Nueva narrativa Aug 30

Grocery-Anchored Shopping Centers Drive Growth And Resilience For Retail REIT

The strategy of focusing on grocery-anchored shopping centers and necessity-based retail tenants aims to enhance revenue, occupancy rates, and stable income.
Seeking Alpha Jul 31

Phillips Edison Q2 Earnings: Slow And Steady Wins The Race

Summary Grocery anchored retail has emerged as a top-performing asset class over the past three years, benefiting from increased traffic through a return to the grocery store. Phillips Edison & Company is an owner/developer in the grocery anchored shopping center segment, boasting high performing assets and a strong tenant mix. PECO reported strong Q2 earnings, reaffirming full-year guidance, with solid growth in core funds from operations and same center NOI. We explore Phillips Edison's earnings and the market outlook. Read the full article on Seeking Alpha

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: Aunque el pago de dividendos se ha mantenido estable, PECO lleva pagando dividendos menos de 10 años.

Dividendo creciente: El pago de dividendos de PECO ha aumentado, pero la empresa sólo ha pagado dividendos durante 5 años.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Phillips Edison vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de PECO con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (PECO)3.2%
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.3%
Media de la industria (Retail REITs)4.6%
Analista de previsiones (PECO) (hasta 3 años)3.7%

Dividendo destacado: El dividendo de PECO(3.25%) es más alto que el 25% inferior de los pagadores de dividendos del mercado US (1.44%).

Alto dividendo: El (3.25%) del dividendo de PECO es bajo en comparación con el 25% de los principales pagadores de dividendos del mercado US (4.32%).


Pago de beneficios a los accionistas

Cobertura de los beneficios: Con su razonablemente bajo ratio de pago (45%), los pagos de dividendos de PECO están bien cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: Con su actual ratio de pago en efectivo (87.1%), los pagos de dividendos de PECO están cubiertos por los flujos de caja.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 03:00
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Phillips Edison & Company, Inc. está cubierta por 20 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Richard HightowerBarclays
null nullBMO Capital Markets Equity Research
Juan SanabriaBMO Capital Markets Equity Research