Phillips Edison & Company (PECO) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
Phillips Edison & Company, Inc. (NASDAQ:PECO ) Q3 2025 Earnings Call October 24, 2025 12:00 PM EDT Company Participants Kimberly Green - Senior Vice President & Head of Investor Relations Jeffrey Edison - Co-Founder, Chairman & CEO Robert Myers - President John Caulfield - CFO, Executive VP & Treasurer Conference Call Participants Andrew Reale - BofA Securities, Research Division Caitlin Burrows - Goldman Sachs Group, Inc., Research Division Ravi Vaidya - Mizuho Securities USA LLC, Research Division Ronald Kamdem - Morgan Stanley, Research Division Michael Goldsmith - UBS Investment Bank, Research Division Omotayo Okusanya - Deutsche Bank AG, Research Division Todd Thomas - KeyBanc Capital Markets Inc., Research Division Cooper Clark - Wells Fargo Securities, LLC, Research Division Floris Gerbrand Van Dijkum - Ladenburg Thalmann & Co. Inc., Research Division Hong Zhang - JPMorgan Chase & Co, Research Division Paulina Rojas-Schmidt Juan Sanabria - BMO Capital Markets Equity Research Richard Hightower - Barclays Bank PLC, Research Division Presentation Operator Good day, and welcome to Phillips Edison & Company's Third Quarter 2025 Earnings Call. Please note that this call is being recorded.
The headline numbers for Phillips Edison & Company (PECO) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Phillips Edison & Company, Inc. (PECO) came out with quarterly funds from operations (FFO) of $0.65 per share, beating the Zacks Consensus Estimate of $0.64 per share. This compares to FFO of $0.62 per share a year ago.
Phillips Edison & Company (PECO) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Phillips Edison is a high-quality, grocery-anchored REIT with strong fundamentals, robust tenant retention, and impressive lease spreads. The recent market sell-off has created a buy-the-dip opportunity, with PECO trading below its historical valuation and offering a 3.7% yield. PECO's defensive portfolio, strong balance sheet, and well-covered monthly dividend position it for stable growth and potential total returns around 10%.
Phillips Edison & Company (PECO) possesses solid growth attributes, which could help it handily outperform the market.
Phillips Edison & Company, Inc. (NASDAQ:PECO ) Q2 2025 Earnings Conference Call July 25, 2025 12:00 PM ET Company Participants Jeffrey S. Edison - Co-Founder, Chairman & CEO John P.
While the top- and bottom-line numbers for Phillips Edison & Company (PECO) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Phillips Edison & Company, Inc. (PECO) came out with quarterly funds from operations (FFO) of $0.64 per share, beating the Zacks Consensus Estimate of $0.63 per share. This compares to FFO of $0.59 per share a year ago.
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.
Phillips Edison & Company, Inc. (NASDAQ:PECO ) Q1 2025 Earnings Conference Call April 25, 2025 12:00 PM ET Company Participants Kimberly Green - Head, IR Jeff Edison - Chairman & CEO Bob Myers - President John Caulfield - CFO Conference Call Participants Caitlin Burrows - Goldman Sachs Haendel St. Juste - Mizuho Samir Khanal - Bank of America Dori Kesten - Wells Fargo Omotayo Okusanya - Deutsche Bank Todd Thomas - KeyBanc Capital Markets Floris van Dijkum - Compass Point Mike Mueller - JP Morgan Daniel Purpura - Green Street Operator Good day, and welcome to Phillips Edison & Company's First Quarter 2025 Earnings Call. Please note that this call is being recorded.