B&I Capital AG Has $9.89 Million Position in Phillips Edison & Company, Inc. $PECO

Key Points

• B&I Capital AG increased its stake in Phillips Edison & Company by 19.9% in Q4 to 277,931 shares valued at about $9.89 million, representing 3.5% of B&I's portfolio and 0.22% of PECO's outstanding stock.
• Phillips Edison missed quarterly EPS estimates (reported $0.38 vs. consensus $0.66) while revenue rose 8.6% year-over-year; the company set FY2026 guidance at 0.740–0.770 EPS and analysts project ~2.55 EPS for the year.
• The REIT declared a monthly dividend of $0.1083 (payable June 2, record May 15) implying a ~3.3% yield and a payout ratio of 146%, and holds a consensus analyst rating of "Hold" with an average price target of $39.71.

B&I Capital AG increased its holdings in Phillips Edison & Company, Inc. (NASDAQ:PECO - Free Report) by 19.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 277,931 shares of the company's stock after purchasing an additional 46,100 shares during the period. Phillips Edison & Company, Inc. makes up 3.5% of B&I Capital AG's investment portfolio, making the stock its 10th biggest holding. B&I Capital AG owned 0.22% of Phillips Edison & Company, Inc. worth $9,886,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. CWM LLC boosted its holdings in Phillips Edison & Company, Inc. by 11.1% during the fourth quarter. CWM LLC now owns 29,088 shares of the company's stock valued at $1,035,000 after acquiring an additional 2,903 shares during the period. Farther Finance Advisors LLC boosted its holdings in Phillips Edison & Company, Inc. by 8,164.4% during the fourth quarter. Farther Finance Advisors LLC now owns 6,033 shares of the company's stock valued at $215,000 after acquiring an additional 5,960 shares during the period. Assetmark Inc. boosted its holdings in Phillips Edison & Company, Inc. by 10.3% during the fourth quarter. Assetmark Inc. now owns 10,589 shares of the company's stock valued at $377,000 after acquiring an additional 992 shares during the period. State of Alaska Department of Revenue boosted its holdings in Phillips Edison & Company, Inc. by 1.6% during the fourth quarter. State of Alaska Department of Revenue now owns 133,606 shares of the company's stock valued at $4,750,000 after acquiring an additional 2,135 shares during the period. Finally, Integrated Wealthcare LLC bought a new stake in Phillips Edison & Company, Inc. during the fourth quarter valued at about $265,000. 80.70% of the stock is currently owned by institutional investors.

Phillips Edison & Company, Inc. Stock Performance

Shares of PECO opened at $38.82 on Thursday. The company has a 50-day simple moving average of $38.13 and a 200-day simple moving average of $36.05. The firm has a market capitalization of $4.88 billion, a P/E ratio of 43.62, a P/E/G ratio of 0.98 and a beta of 0.53. Phillips Edison & Company, Inc. has a 52 week low of $32.84 and a 52 week high of $40.06.

Phillips Edison & Company, Inc. (NASDAQ:PECO - Get Free Report) last announced its quarterly earnings data on Thursday, February 5th. The company reported $0.38 EPS for the quarter, missing analysts' consensus estimates of $0.66 by ($0.28). The company had revenue of $187.86 million for the quarter, compared to analyst estimates of $183.18 million. Phillips Edison & Company, Inc. had a net margin of 15.32% and a return on equity of 4.29%. The firm's quarterly revenue was up 8.6% on a year-over-year basis. During the same period in the prior year, the company posted $0.62 EPS. Phillips Edison & Company, Inc. has set its FY 2026 guidance at 0.740-0.770 EPS. As a group, equities analysts forecast that Phillips Edison & Company, Inc. will post 2.55 earnings per share for the current year.

Phillips Edison & Company, Inc. Announces Dividend

The firm also recently declared a monthly dividend, which will be paid on Tuesday, June 2nd. Investors of record on Friday, May 15th will be given a $0.1083 dividend. This represents a c) annualized dividend and a yield of 3.3%. The ex-dividend date of this dividend is Friday, May 15th. Phillips Edison & Company, Inc.'s dividend payout ratio is 146.07%.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the stock. Morgan Stanley upped their price target on shares of Phillips Edison & Company, Inc. from $36.00 to $37.00 and gave the company an "equal weight" rating in a report on Monday, January 5th. Evercore set a $42.00 price target on shares of Phillips Edison & Company, Inc. and gave the company an "outperform" rating in a report on Friday, February 6th. Mizuho set a $39.00 price target on shares of Phillips Edison & Company, Inc. in a report on Friday, January 9th. Barclays upped their price target on shares of Phillips Edison & Company, Inc. from $40.00 to $42.00 and gave the company an "equal weight" rating in a report on Monday. Finally, Wells Fargo & Company upped their price target on shares of Phillips Edison & Company, Inc. from $36.00 to $40.00 and gave the company an "equal weight" rating in a report on Thursday, March 19th. Four equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Hold" and an average price target of $39.71.

About Phillips Edison & Company, Inc.

Phillips Edison & Company, Inc is a publicly traded real estate investment trust (REIT) that specializes in the acquisition, ownership and operation of grocery-anchored, necessity-based shopping centers. The company's investment strategy is centered on properties that benefit from everyday consumer demand, seeking to deliver stable cash flows through long-term, triple-net leases with national and regional tenants in the grocery, drugstore and essential retail sectors.

In addition to its core retail portfolio, Phillips Edison & Company provides integrated services covering property management, asset management, leasing, development and acquisition sourcing.

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