Phillips Edison マネジメント
マネジメント 基準チェック /44
Phillips Edisonの CEO はJeff Edisonで、 Dec2009年に任命され、 の在任期間は 16.42年です。 の年間総報酬は$ 8.06Mで、 12.3%給与と87.7%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.23%を直接所有しており、その価値は$ 12.62M 。経営陣と取締役会の平均在任期間はそれぞれ3.6年と7年です。
主要情報
Jeff Edison
最高経営責任者
US$8.1m
報酬総額
| CEO給与比率 | 12.30% |
| CEO在任期間 | 16.4yrs |
| CEOの所有権 | 0.2% |
| 経営陣の平均在職期間 | 3.6yrs |
| 取締役会の平均在任期間 | 7yrs |
経営陣の近況
Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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
新しいナラティブ • 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 AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$115m |
| Dec 31 2025 | US$8m | US$992k | US$111m |
| Sep 30 2025 | n/a | n/a | US$82m |
| Jun 30 2025 | n/a | n/a | US$69m |
| Mar 31 2025 | n/a | n/a | US$71m |
| Dec 31 2024 | US$7m | US$927k | US$63m |
| Sep 30 2024 | n/a | n/a | US$58m |
| Jun 30 2024 | n/a | n/a | US$59m |
| Mar 31 2024 | n/a | n/a | US$58m |
| Dec 31 2023 | US$7m | US$907k | US$57m |
| Sep 30 2023 | n/a | n/a | US$57m |
| Jun 30 2023 | n/a | n/a | US$56m |
| Mar 31 2023 | n/a | n/a | US$55m |
| Dec 31 2022 | US$7m | US$880k | US$48m |
| Sep 30 2022 | n/a | n/a | US$29m |
| Jun 30 2022 | n/a | n/a | US$33m |
| Mar 31 2022 | n/a | n/a | US$25m |
| Dec 31 2021 | US$9m | US$847k | US$15m |
| Sep 30 2021 | n/a | n/a | US$9m |
| Jun 30 2021 | n/a | n/a | US$6m |
| Mar 31 2021 | n/a | n/a | -US$5m |
| Dec 31 2020 | US$6m | US$752k | US$5m |
| Sep 30 2020 | n/a | n/a | US$20m |
| Jun 30 2020 | n/a | n/a | -US$18m |
| Mar 31 2020 | n/a | n/a | -US$49m |
| Dec 31 2019 | US$13m | US$838k | -US$64m |
報酬と市場: Jeffの 総報酬 ($USD 8.06M ) は、 US市場 ($USD 8.38M ) の同様の規模の企業の平均とほぼ同じです。
報酬と収益: Jeffの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Jeff Edison (64 yo)
16.4yrs
在職期間
US$8,062,820
報酬
Mr. Jeffrey S. Edison, also known as Jeff, serves as Chairman & CEO at Phillips Edison & Company, Inc. since December 2009. He is Co-Founder of Phillips Edison & Company, Inc. He is the Founding Partner at...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 16.4yrs | US$8.06m | 0.23% $ 12.6m | |
| President | 2.3yrs | US$2.94m | 0.023% $ 1.3m | |
| Executive VP | 6.8yrs | US$2.41m | 0.018% $ 990.6k | |
| COO & Executive VP | 2.3yrs | US$1.49m | 0.017% $ 967.7k | |
| Executive VP | 11.3yrs | US$1.41m | 0.013% $ 748.0k | |
| Senior VP & Chief Accounting Officer | 12.3yrs | データなし | 0.021% $ 1.2m | |
| Senior VP & Chief Information Officer | 2.3yrs | データなし | データなし | |
| Senior VP & Head of Investor Relations | 3.9yrs | データなし | データなし | |
| Senior VP & Chief Compliance Officer | 1.2yrs | データなし | データなし | |
| Senior VP & Head of Marketing | less than a year | データなし | データなし | |
| Senior VP & Chief People Officer | 4.8yrs | データなし | データなし | |
| Senior Vice President of Development & Redevelopment | 3.3yrs | データなし | データなし |
3.6yrs
平均在職期間
50.5yo
平均年齢
経験豊富な経営陣: PECOの経営陣は 経験豊富 であると考えられます ( 3.6年の平均在職年数)。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Co-Founder | 16.4yrs | US$8.06m | 0.23% $ 12.6m | |
| Lead Independent Director | 15.8yrs | US$275.83k | 0.044% $ 2.4m | |
| Independent Director | 12.5yrs | US$202.49k | 0.040% $ 2.2m | |
| Independent Director | 10.1yrs | US$217.49k | 0.024% $ 1.3m | |
| Director | 1.8yrs | US$187.06k | 0.011% $ 602.6k | |
| Independent Director | 7.5yrs | US$222.49k | 0.022% $ 1.2m | |
| Independent Director | 6.5yrs | US$217.49k | 0.020% $ 1.1m | |
| Independent Director | 6.5yrs | US$222.49k | 0.020% $ 1.1m | |
| Independent Director | 2.6yrs | US$202.49k | 0.0089% $ 498.6k | |
| Director | 2.9yrs | US$187.47k | 0.020% $ 1.1m |
7.0yrs
平均在職期間
64.5yo
平均年齢
経験豊富なボード: PECOの 取締役会 は 経験豊富 であると考えられます ( 7年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/26 08:19 |
| 終値 | 2026/05/26 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Phillips Edison & Company, Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20
| アナリスト | 機関 |
|---|---|
| Richard Hightower | Barclays |
| null null | BMO Capital Markets Equity Research |
| Juan Sanabria | BMO Capital Markets Equity Research |