Principal Financial Group Inc. Has $20.83 Million Stock Holdings in Phillips Edison & Company, Inc. $PECO

Principal Financial Group Inc. decreased its position in shares of Phillips Edison & Company, Inc. (NASDAQ:PECO) by 2.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 606,665 shares of the company’s stock after selling 15,251 shares during the period. Principal Financial Group Inc. owned approximately 0.48% of Phillips Edison & Company, Inc. worth $20,827,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of PECO. Lazard Asset Management LLC grew its stake 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 valued at $1,081,000 after acquiring an additional 314 shares in the last quarter. Maryland State Retirement & Pension System boosted its holdings in Phillips Edison & Company, Inc. by 1.0% in the 2nd quarter. Maryland State Retirement & Pension System now owns 36,853 shares of the company’s stock valued at $1,291,000 after purchasing an additional 371 shares during the period. CWM LLC grew its position in shares of Phillips Edison & Company, Inc. by 2.0% during the 2nd quarter. CWM LLC now owns 19,777 shares of the company’s stock worth $693,000 after purchasing an additional 385 shares in the last quarter. Ameritas Investment Partners Inc. grew its position in shares of Phillips Edison & Company, Inc. by 3.3% during the 2nd quarter. Ameritas Investment Partners Inc. now owns 14,911 shares of the company’s stock worth $522,000 after purchasing an additional 479 shares in the last quarter. Finally, Arizona State Retirement System increased its holdings in shares of Phillips Edison & Company, Inc. by 1.4% during 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 period. Institutional investors and hedge funds own 80.70% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on PECO. Barclays reiterated a “positive” rating and issued a $41.00 price target on shares of Phillips Edison & Company, Inc. in a research note on Tuesday, January 13th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Phillips Edison & Company, Inc. in a report on Thursday, January 22nd. Wall Street Zen upgraded Phillips Edison & Company, Inc. from a “sell” rating to a “hold” rating in a research report on Saturday, November 8th. Evercore set a $42.00 price target on Phillips Edison & Company, Inc. and gave the stock an “outperform” rating in a research report on Friday. Finally, Mizuho set a $39.00 price target on Phillips Edison & Company, Inc. in a research note on Friday, January 9th. Five analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $39.38.

Phillips Edison & Company, Inc. Stock Performance

Shares of PECO stock opened at $37.53 on Monday. Phillips Edison & Company, Inc. has a fifty-two week low of $32.40 and a fifty-two week high of $38.67. The stock’s fifty day moving average price is $35.55 and its two-hundred day moving average price is $34.87. The company has a market cap of $4.72 billion, a PE ratio of 42.17, a P/E/G ratio of 3.46 and a beta of 0.53.

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

Phillips Edison & Company, Inc. News Roundup

Here are the key news stories impacting Phillips Edison & Company, Inc. this week:

• Positive Sentiment: Quarterly FFO matched expectations at $0.66, up from $0.62 a year ago — a sign that core REIT cash flow held up despite the EPS miss. Phillips Edison & Company, Inc. (PECO) Matches Q4 FFO Estimates
• Positive Sentiment: Analyst coverage highlights PECO as an attractive dividend stock, underscoring income appeal for investors focused on yield and the company’s portfolio of grocery-anchored centers. Why Phillips Edison & Company, Inc. (PECO) is a Top Dividend Stock for Your Portfolio
• Neutral Sentiment: Revenue grew ~8.6% year‑over‑year to $187.9M, modestly beating sales estimates — positive for top-line growth but not enough to offset the EPS shortfall. Phillips Edison & Company Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Deeper metric review pieces summarize operating performance and comparisons to estimates — useful for investors digging into same-store trends, occupancy and expense dynamics. Here’s What Key Metrics Tell Us About Phillips Edison & Company (PECO) Q4 Earnings
• Negative Sentiment: Reported GAAP EPS of $0.38 for Q4 missed the $0.66 consensus by $0.28 — the headline EPS miss drove near-term investor disappointment. Earnings Report & Conference Call (MarketBeat)
• Negative Sentiment: Company set FY‑2026 EPS guidance of $0.740–$0.770, well below the ~$1.50 consensus — the guidance gap is the largest near‑term negative catalyst and explains downward pressure on the stock. Phillips Edison & Company Reports Fourth Quarter and Full Year 2025 Results

Phillips Edison & Company, Inc. Profile

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.