Earned Wealth Advisors LLC Invests $1.52 Million in Phillips Edison & Company, Inc. $PECO

Key Points

• Earned Wealth Advisors LLC bought a new 42,752‑share stake in Phillips Edison & Company, Inc. (NASDAQ:PECO) valued at about $1.52 million, contributing to the stock's high institutional ownership (80.70%).
• PECO missed quarterly EPS estimates ($0.38 vs. $0.66) despite revenue rising 8.6% year‑over‑year and set FY2026 guidance of $0.740–0.770; analysts are mixed with a consensus rating of Hold and a $39.71 target.
• The company declared a monthly dividend of $0.1083 (yield ~3.3%), but the dividend payout ratio is elevated at 146.07%, which may concern income investors.

Earned Wealth Advisors LLC bought a new position in Phillips Edison & Company, Inc. (NASDAQ:PECO - Free Report) during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 42,752 shares of the company's stock, valued at approximately $1,521,000.

Several other large investors have also recently made changes to their positions in the company. Lazard Asset Management LLC increased its holdings in shares of Phillips Edison & Company, Inc. by 1.0% in the second quarter. Lazard Asset Management LLC now owns 30,876 shares of the company's stock worth $1,081,000 after purchasing an additional 314 shares during the last quarter. Newbridge Financial Services Group Inc. increased its holdings in shares of Phillips Edison & Company, Inc. by 7.3% in the third quarter. Newbridge Financial Services Group Inc. now owns 6,787 shares of the company's stock worth $233,000 after purchasing an additional 460 shares during the last quarter. Arizona State Retirement System increased its holdings in shares of Phillips Edison & Company, Inc. by 1.4% in the third quarter. Arizona State Retirement System now owns 37,096 shares of the company's stock worth $1,274,000 after purchasing an additional 507 shares during the last quarter. Amalgamated Bank increased its holdings in shares of Phillips Edison & Company, Inc. by 1.5% in the third quarter. Amalgamated Bank now owns 36,153 shares of the company's stock worth $1,241,000 after purchasing an additional 528 shares during the last quarter. Finally, Brookstone Capital Management increased its holdings in shares of Phillips Edison & Company, Inc. by 2.0% in the fourth quarter. Brookstone Capital Management now owns 32,998 shares of the company's stock worth $1,174,000 after purchasing an additional 634 shares during the last quarter. 80.70% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on PECO shares. UBS Group lifted their target price on Phillips Edison & Company, Inc. from $37.00 to $38.00 and gave the stock a "neutral" rating in a report on Thursday, January 8th. Weiss Ratings raised Phillips Edison & Company, Inc. from a "hold (c+)" rating to a "buy (b-)" rating in a report on Friday, February 13th. Evercore set a $42.00 target price on Phillips Edison & Company, Inc. and gave the stock an "outperform" rating in a report on Friday, February 6th. Morgan Stanley lifted their price target on Phillips Edison & Company, Inc. from $36.00 to $37.00 and gave the stock an "equal weight" rating in a research report on Monday, January 5th. Finally, Wells Fargo & Company lifted their price target on Phillips Edison & Company, Inc. from $36.00 to $40.00 and gave the stock an "equal weight" rating in a research report on Thursday, March 19th. Four investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Hold" and a consensus target price of $39.71.

Phillips Edison & Company, Inc. Stock Performance

PECO opened at $39.59 on Monday. The firm has a market cap of $4.98 billion, a P/E ratio of 44.48, a P/E/G ratio of 1.01 and a beta of 0.53. Phillips Edison & Company, Inc. has a 12 month low of $32.84 and a 12 month high of $40.06. The stock has a 50-day moving average of $38.19 and a 200 day moving average of $36.14.

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

Phillips Edison & Company, Inc. Dividend Announcement

The business 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. The ex-dividend date is Friday, May 15th. This represents a c) annualized dividend and a yield of 3.3%. Phillips Edison & Company, Inc.'s dividend payout ratio (DPR) is currently 146.07%.

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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