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

Principal Financial Group Inc. cut its position in Phillips Edison & Company, Inc. (NASDAQ:PECO) by 2.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 606,665 shares of the company’s stock after selling 15,251 shares during the quarter. Principal Financial Group Inc.’s holdings in Phillips Edison & Company, Inc. were worth $20,827,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Assetmark Inc. acquired a new position in shares of Phillips Edison & Company, Inc. in the second quarter valued at approximately $28,000. EverSource Wealth Advisors LLC increased its position in Phillips Edison & Company, Inc. by 49.7% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 2,604 shares of the company’s stock valued at $91,000 after acquiring an additional 865 shares during the period. Covestor Ltd raised its stake in shares of Phillips Edison & Company, Inc. by 35.3% during the third quarter. Covestor Ltd now owns 2,850 shares of the company’s stock valued at $98,000 after acquiring an additional 744 shares during the last quarter. Beacon Capital Management Inc. bought a new position in shares of Phillips Edison & Company, Inc. during the second quarter valued at $106,000. Finally, State of Wyoming acquired a new position in shares of Phillips Edison & Company, Inc. during the second quarter worth $110,000. 80.70% of the stock is currently owned by institutional investors.

Trending Headlines about Phillips Edison & Company, Inc.

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

Analyst Ratings Changes

A number of analysts recently weighed in on the company. Morgan Stanley increased their price objective on Phillips Edison & Company, Inc. from $36.00 to $37.00 and gave the company an “equal weight” rating in a report on Monday, January 5th. Evercore set a $42.00 price target on Phillips Edison & Company, Inc. and gave the company an “outperform” rating in a research note on Friday. Evercore ISI set a $42.00 price objective on Phillips Edison & Company, Inc. and gave the stock an “outperform” rating in a research note on Friday. Wall Street Zen upgraded Phillips Edison & Company, Inc. from a “sell” rating to a “hold” rating in a report on Saturday, November 8th. Finally, Wells Fargo & Company began coverage on shares of Phillips Edison & Company, Inc. in a report on Tuesday, October 21st. They set an “equal weight” rating and a $36.00 price target for the company. Five research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $39.38.

Phillips Edison & Company, Inc. Price Performance

Shares of Phillips Edison & Company, Inc. stock opened at $37.53 on Monday. Phillips Edison & Company, Inc. has a one year low of $32.40 and a one year high of $38.67. The stock’s 50-day moving average is $35.55 and its 200 day moving average is $34.87. The firm has a market cap of $4.72 billion, a price-to-earnings ratio of 42.17, a PEG ratio of 3.46 and a beta of 0.53.

Phillips Edison & Company, Inc. (NASDAQ:PECO) last issued 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 business had revenue of $187.86 million during the quarter, compared to analyst estimates of $183.18 million. Phillips Edison & Company, Inc. had a net margin of 15.32% and a return on equity of 4.29%. Phillips Edison & Company, Inc.’s quarterly revenue 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, sell-side analysts expect that Phillips Edison & Company, Inc. will post 2.55 EPS for the current fiscal year.

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.