Phillips Edison Ownership
| PECO Stock | USD 36.10 0.31 0.87% |
Shares in Circulation | First Issued 2011-06-30 | Previous Quarter 136.4 M | Current Value 136.6 M | Avarage Shares Outstanding 14.1 B | Quarterly Volatility 44.3 B |
Phillips |
Phillips Stock Ownership Analysis
About 85.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.95. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. Phillips Edison has Price/Earnings (P/E) ratio of 350.33. The entity last dividend was issued on the 18th of February 2025. The firm had 1:3 split on the 6th of July 2021. , an internally-managed REIT, is one of the nations largest owners and operators of grocery-anchored shopping centers. The Company remains exclusively focused on creating great grocery-anchored shopping experiences and improving the communities it serves one center at a time. Phillips Edison operates under REITRetail classification in the United States and is traded on NASDAQ Exchange. It employs 290 people. To find out more about Phillips Edison Co contact Jeffrey Edison at 513 554 1110 or learn more at https://www.phillipsedison.com.Besides selling stocks to institutional investors, Phillips Edison also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Phillips Edison's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Phillips Edison's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Phillips Edison Quarterly Liabilities And Stockholders Equity |
|
Phillips Edison Insider Trades History
Less than 1% of Phillips Edison Co are currently held by insiders. Unlike Phillips Edison's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Phillips Edison's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Phillips Edison's insider trades
Phillips Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Phillips Edison is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Phillips Edison Co backward and forwards among themselves. Phillips Edison's institutional investor refers to the entity that pools money to purchase Phillips Edison's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Dimensional Fund Advisors, Inc. | 2024-09-30 | 1.3 M | Northern Trust Corp | 2024-09-30 | 1.3 M | Morgan Stanley - Brokerage Accounts | 2024-09-30 | 1.3 M | Centersquare Investment Management Llc | 2024-09-30 | 1.1 M | Jpmorgan Chase & Co | 2024-09-30 | 1.1 M | Massachusetts Financial Services Company | 2024-09-30 | 1.1 M | Bank Of New York Mellon Corp | 2024-09-30 | 964.6 K | Legal & General Group Plc | 2024-09-30 | 914.8 K | Cetera Investment Advisers | 2024-09-30 | 851.9 K | Blackrock Inc | 2024-09-30 | 21.5 M | Vanguard Group Inc | 2024-09-30 | 19.2 M |
Phillips Edison Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Phillips Edison insiders, such as employees or executives, is commonly permitted as long as it does not rely on Phillips Edison's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Phillips Edison insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Phillips Edison's latest congressional trading
Congressional trading in companies like Phillips Edison, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Phillips Edison by those in governmental positions are based on the same information available to the general public.
| 2022-03-04 | Senator Pat Toomey | Acquired $15K to $50K | Verify |
Phillips Edison Outstanding Bonds
Phillips Edison issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Phillips Edison uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Phillips bonds can be classified according to their maturity, which is the date when Phillips Edison Co has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| Dana 575 percent Corp BondUS235822AB96 | View | |
| PECO 2625 15 NOV 31 Corp BondUS71845JAA60 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View |
Phillips Edison Corporate Filings
8K | 10th of January 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F4 | 3rd of January 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10Q | 25th of October 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
| 11th of September 2024 Other Reports | ViewVerify |
Pair Trading with Phillips Edison
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Phillips Edison position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Phillips Edison will appreciate offsetting losses from the drop in the long position's value.Moving together with Phillips Stock
Moving against Phillips Stock
The ability to find closely correlated positions to Phillips Edison could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Phillips Edison when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Phillips Edison - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Phillips Edison Co to buy it.
The correlation of Phillips Edison is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Phillips Edison moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Phillips Edison moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Phillips Edison can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Phillips Edison Co. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. You can also try the Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
Is Retail REITs space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Phillips Edison. If investors know Phillips will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Phillips Edison listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.09) | Dividend Share 1.175 | Earnings Share 0.47 | Revenue Per Share | Quarterly Revenue Growth 0.086 |
The market value of Phillips Edison is measured differently than its book value, which is the value of Phillips that is recorded on the company's balance sheet. Investors also form their own opinion of Phillips Edison's value that differs from its market value or its book value, called intrinsic value, which is Phillips Edison's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Phillips Edison's market value can be influenced by many factors that don't directly affect Phillips Edison's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Phillips Edison's value and its price as these two are different measures arrived at by different means. Investors typically determine if Phillips Edison is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Phillips Edison's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.