Phillips Edison & Co Inc is a real estate investment trust. The company also operates a third-party investment management business providing property management and advisory services to four unconsolidated institutional joint ventures, in which it has a partial ownership interest, and one private fund. It invests in well-occupied, grocery-anchored neighborhood and community shopping centers. It holds an integrated in-house operating platform built on a market of expertise designed to optimize property value and consistently deliver a great shopping experience.
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The chart shows the growth of an initial investment of $10,000 in Phillips Edison & Company, Inc. Common Stock, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Phillips Edison & Company, Inc. Common Stock (PECO) has returned 6.05% so far this year and 9.83% over the past 12 months. Looking at the last ten years, PECO has achieved an annualized return of 2.97%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of Phillips Edison & Company, Inc. Common Stock (PECO) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 2.37% | 8.33% | -3.38% | 0.91% | ||||||||
| 2025 | -3.07% | 3.13% | -1.56% | -4.93% | 1.49% | -0.31% | -2.79% | 3.26% | -2.17% | 2.27% | 5.88% | 0.76% |
| 2024 | -4.54% | 2.67% | 0.53% | -8.84% | -2.20% | 2.15% | 7.87% | 4.73% | 2.64% | 0.11% | 3.13% | -5.12% |
| 2023 | 4.46% | 2.25% | -3.43% | -3.31% | -7.43% | 17.11% | 3.79% | -3.92% | -1.50% | 5.37% | 1.41% | 3.84% |
| 2022 | -4.72% | 3.16% | 7.33% | -2.11% | -0.62% | -1.33% | 2.28% | -4.02% | -13.43% | 6.05% | 6.33% | -2.03% |
| 2021 | 7.36% | 2.16% | -2.05% | 4.29% | 3.90% |
The charts below present risk-adjusted performance metrics for Phillips Edison & Company, Inc. Common Stock (PECO) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of PECO compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current Phillips Edison & Company, Inc. Common Stock volatility is 0.67%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 5.29B | 5.05B | 4.87B | 4.74B | 4.67B |
| Equity Attributable To Parent (USD) | 2.29B | 2.32B | 2.31B | 2.24B | 2.15B |
| Equity Attributable To Noncontrolling Interest (USD) | 302.81M | 314.06M | 343.04M | 360.95M | 326.81M |
| Equity (USD) | 2.59B | 2.63B | 2.65B | 2.60B | 2.48B |
| Commitments and Contingencies (USD) | - | - | - | - | - |
| Long-term Debt (USD) | 2.38B | 2.11B | 1.97B | 1.90B | 1.89B |
| Noncurrent Liabilities (USD) | - | - | - | - | - |
| Current Liabilities (USD) | 2.70B | 2.41B | 2.21B | 2.14B | 2.19B |
| Liabilities (USD) | 2.70B | 2.41B | 2.21B | 2.14B | 2.19B |
| Noncurrent Assets (USD) | - | - | - | - | - |
| Current Assets (USD) | 5.29B | 5.05B | 4.87B | 4.74B | 4.67B |
| Assets (USD) | 5.29B | 5.05B | 4.87B | 4.74B | 4.67B |
Sophron Capital Management sold 202,175 shares of Phillips Edison & Company (PECO) for approximately $7.02 million in Q4, reducing its stake from 6.1% to 4.2% of AUM. The sale appears to be a portfolio rebalancing move rather than a loss of confidence, as PECO remains fundamentally strong with 97% occupancy and growing net income. The fund maintains significant exposure to real estate REITs through other major holdings.
The article highlights three stocks that pay monthly dividends to shareholders: Realty Income (O), a REIT with 667 consecutive months of dividend payments and 32 years of increases; Main Street Capital (MAIN), a BDC with 18 years of annual dividend increases; and Phillips Edison (PECO), a grocery-anchored retail REIT with four consecutive years of dividend raises. These companies offer consistent income through monthly distributions, with dividend yields ranging from 3.30% to 6.96%.
Phillips Edison & Company (NASDAQ: PECO) announced monthly dividend distributions of $0.1083 per share payable on April 1, May 1, and June 2, 2026. The company, one of the nation's largest owners and operators of grocery-anchored neighborhood shopping centers, manages 324 shopping centers across 31 states with major grocery anchors including Kroger, Publix, and Albertsons.
Phillips Edison & Company (NASDAQ: PECO), a major owner and operator of grocery-anchored neighborhood shopping centers, released its tax reporting information for 2025 distributions to common stock holders. The company provided detailed per-share breakdowns of ordinary dividends, capital gains, and other distribution components across quarterly payments throughout 2025.
Phillips Edison & Company announced monthly dividend distributions of $0.1083 per share, payable quarterly from December 2025 to March 2026, for stockholders of record during specified dates.
Phillips Edison & Company announced a 5.7% increase in monthly dividend distributions, raising the annualized rate to $1.30 per share, marking their fifth consecutive annual dividend increase.
Phillips Edison & Company, a major owner and operator of grocery-anchored shopping centers, has priced a public offering of $350 million in senior unsecured notes due 2032. The company plans to use the proceeds for general corporate purposes, including repaying debt and acquiring additional properties.
Phillips Edison & Company announced monthly dividend distributions and the results of its annual stockholder meeting, including the re-election of its board of directors.
Phillips Edison & Company, a major owner and operator of grocery-anchored shopping centers, announced monthly dividend distributions of $0.1025 per share for April and May 2025.
Phillips Edison & Company, a major owner and operator of grocery-anchored shopping centers, announced a series of monthly dividend distributions to its stockholders and operating partnership unit holders.