Phillips Edison & Company, Inc.

NasdaqGS:PECO Stok Raporu

Piyasa değeri: US$5.6b

Phillips Edison Yönetim

Yönetim kriter kontrolleri 4/4

Phillips Edison CEO'su Jeff Edison, Dec2009 tarihinde atandı, in görev süresi 16.5 yıldır. in toplam yıllık tazminatı $ 8.06M olup, şirket hissesi ve opsiyonları dahil olmak üzere 12.3% maaş ve 87.7% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.23% ine doğrudan sahiptir ve bu hisseler $ 12.57M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 3.7 yıl ve 7.1 yıldır.

Anahtar bilgiler

Jeff Edison

İcra Kurulu Başkanı

US$8.1m

Toplam tazminat

CEO maaş yüzdesi12.30%
CEO görev süresi16.5yrs
CEO sahipliği0.2%
Yönetim ortalama görev süresi3.7yrs
Yönetim Kurulu ortalama görev süresi7.1yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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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Yeni Anlatı 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

CEO Tazminat Analizi

Jeff Edison'un ücretlendirmesi Phillips Edison'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

US$115m

Dec 31 2025US$8mUS$992k

US$111m

Sep 30 2025n/an/a

US$82m

Jun 30 2025n/an/a

US$69m

Mar 31 2025n/an/a

US$71m

Dec 31 2024US$7mUS$927k

US$63m

Sep 30 2024n/an/a

US$58m

Jun 30 2024n/an/a

US$59m

Mar 31 2024n/an/a

US$58m

Dec 31 2023US$7mUS$907k

US$57m

Sep 30 2023n/an/a

US$57m

Jun 30 2023n/an/a

US$56m

Mar 31 2023n/an/a

US$55m

Dec 31 2022US$7mUS$880k

US$48m

Sep 30 2022n/an/a

US$29m

Jun 30 2022n/an/a

US$33m

Mar 31 2022n/an/a

US$25m

Dec 31 2021US$9mUS$847k

US$15m

Sep 30 2021n/an/a

US$9m

Jun 30 2021n/an/a

US$6m

Mar 31 2021n/an/a

-US$5m

Dec 31 2020US$6mUS$752k

US$5m

Sep 30 2020n/an/a

US$20m

Jun 30 2020n/an/a

-US$18m

Mar 31 2020n/an/a

-US$49m

Dec 31 2019US$13mUS$838k

-US$64m

Tazminat ve Piyasa: Jeff 'ın toplam tazminatı ($USD 8.06M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 8.38M ).

Tazminat ve Kazançlar: Jeff 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Jeff Edison (65 yo)

16.5yrs
Görev süresi
US$8,062,820
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Jeffrey Edison
Co-Founder16.5yrsUS$8.06m0.23%
$ 12.6m
Robert Myers
President2.4yrsUS$2.94m0.023%
$ 1.3m
John Caulfield
Executive VP6.8yrsUS$2.41m0.018%
$ 986.9k
Joseph Schlosser
COO & Executive VP2.4yrsUS$1.49m0.017%
$ 964.1k
Tanya Brady
Executive VP11.4yrsUS$1.41m0.013%
$ 745.2k
Jennifer Robison
Senior VP & Chief Accounting Officer12.4yrsVeri yok0.021%
$ 1.2m
Gary Bailey
Senior VP & Chief Information Officer2.4yrsVeri yokVeri yok
Kimberly Green
Senior VP & Head of Investor Relations4yrsVeri yokVeri yok
Scott Wallace
Senior VP & Chief Compliance Officer1.3yrsVeri yokVeri yok
Ben Williamson
Senior VP & Head of Marketingless than a yearVeri yokVeri yok
Keith Rummer
Senior VP & Chief People Officer4.8yrsVeri yokVeri yok
Gregory Clough
Senior Vice President of Development & Redevelopment3.4yrsVeri yokVeri yok
3.7yrs
Ortalama Görev Süresi
51.5yo
Ortalama Yaş

Deneyimli Yönetim: PECO 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 3.7 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Jeffrey Edison
Co-Founder16.5yrsUS$8.06m0.23%
$ 12.6m
Tse Chao
Lead Independent Director15.9yrsUS$275.83k0.044%
$ 2.4m
Stephen Quazzo
Independent Director12.6yrsUS$202.49k0.040%
$ 2.2m
Gregory Wood
Independent Director10.2yrsUS$217.49k0.024%
$ 1.3m
Devin Murphy
Director1.9yrsUS$187.06k0.011%
$ 600.4k
John Strong
Independent Director7.6yrsUS$222.49k0.022%
$ 1.2m
Jane Silfen
Independent Director6.6yrsUS$217.49k0.020%
$ 1.1m
Elizabeth Fischer
Independent Director6.6yrsUS$222.49k0.020%
$ 1.1m
Anthony Terry
Independent Director2.7yrsUS$202.49k0.0089%
$ 496.8k
Parilee Wang
Director3yrsUS$187.47k0.020%
$ 1.1m
7.1yrs
Ortalama Görev Süresi
65.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: PECO 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 7.1 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/01 04:46
Gün Sonu Hisse Fiyatı2026/05/29 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Phillips Edison & Company, Inc. 20 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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