PECO Phillips Edison & Company, Inc. - Common Stock
NASDAQ · Real Estate · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jul 24, 2026
$37.76
· of 52w range
· above low
· to high
$32.9852w low
$44.3852w high
Market Cap (MRQ)
$4.85B
P/E (TTM)
32.8
EPS (TTM)
$1.15
Revenue (TTM)
$751M
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52W Range
$33–$44
Analyst Rating
HOLD
Price Target
$45
P/E
32.8
ROE
6.2%
Net Profit Margin
19.1%
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PECO Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$37.76
Market Cap (MRQ)
$4.85B
P/E (TTM)
32.8
EPS (TTM)
$1.15
Revenue (TTM)
$751M
Div Yield
3.3%
ROE (TTM)
6.2%
52W Range
$33–$44
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue$727M2016-12-31 → 2025-12-31
EPS$0.892019-12-31 → 2025-12-31
Net margin19.1%2016-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | PECO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 32.85Y avg ≈97.1 | ≈97.1 | 24.9 | Overvalued | |
| P/S (TTM) | 6.55Y avg ≈5.6 | ≈5.6 | 7.6 | Fair value | |
| P/B (MRQ) | 2.05Y avg ≈1.6 | ≈1.6 | 2.3 | Fair value | |
| Price / Cash Flow | 13.65Y avg ≈11.5 | ≈11.5 | 13.4 | Fair value | |
| Price / Tangible Book | 2.15Y avg ≈1.6 | ≈1.6 | · | · | |
| PEG Ratio | ≈0.4 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | PECO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Net Profit Margin (TTM) | 19.1%5Y avg ≈9.1% | ≈9.1% | 23.6% | In line | |
| ROA (TTM) | 2.7%5Y avg ≈1.2% | ≈1.2% | 4.3% | Weak | |
| ROE (TTM) | 6.2%5Y avg ≈2.6% | ≈2.6% | 8.9% | Weak |
Financial Health Debt, liquidity, solvency — balance sheet strength
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | PECO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 9.9%5Y avg ≈7.9% | ≈7.9% | · | · | |
| Revenue CAGR 3Y | 8.1%5Y avg ≈7.5% | ≈7.5% | · | · | |
| Revenue CAGR 5Y | 7.8% | · | · | · | |
| EPS YoY | 74.5%5Y avg ≈95.0% | ≈95.0% | · | · | |
| Net Income YoY | 77.6%5Y avg ≈108.4% | ≈108.4% | · | · | |
| EPS CAGR 3Y | 28.4%5Y avg ≈63.8% | ≈63.8% | · | · | |
| EPS CAGR 5Y | 77.9% | · | · | · | |
| Net Income CAGR 3Y | 32.1%5Y avg ≈73.7% | ≈73.7% | · | · | |
| Net Income CAGR 5Y | 87.7% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | PECO | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.15Y avg ≈0.1 | ≈0.1 | 0.1 | In line | |
| Revenue / Employee | ≈$2.3M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield3.3%
Payout Ratio141.3%
Annualized Payout≈$1.38
Growth Streak≈3
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Sep 15, 2026 | $0.12 | USD | ≈3.4% |
| Aug 17, 2026 | $0.11 | USD | ≈3.2% |
| Jul 15, 2026 | $0.11 | USD | ≈3.1% |
| Jun 15, 2026 | $0.11 | USD | ≈3.1% |
| May 15, 2026 | $0.11 | USD | ≈3.3% |
| Apr 15, 2026 | $0.11 | USD | ≈3.3% |
| Mar 16, 2026 | $0.11 | USD | ≈3.3% |
| Feb 17, 2026 | $0.11 | USD | ≈3.3% |
| Jan 15, 2026 | $0.11 | USD | ≈3.6% |
| Dec 15, 2025 | $0.11 | USD | ≈3.5% |
| Nov 17, 2025 | $0.11 | USD | ≈3.7% |
| Oct 15, 2025 | $0.11 | USD | ≈3.7% |
| Sep 15, 2025 | $0.11 | USD | ≈3.5% |
| Aug 15, 2025 | $0.10 | USD | ≈3.7% |
| Jul 15, 2025 | $0.10 | USD | ≈3.6% |
| Jun 16, 2025 | $0.10 | USD | ≈3.5% |
| May 16, 2025 | $0.10 | USD | ≈3.4% |
| Apr 15, 2025 | $0.10 | USD | ≈3.4% |
| Mar 17, 2025 | $0.10 | USD | ≈3.4% |
| Feb 18, 2025 | $0.10 | USD | ≈3.3% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
54.1%
Next Report
Oct 21, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 22, 2026 | $0.33 | $0.18 | 79.7% |
| March 31, 2026 | $0.24 | $0.17 | 40.4% | |
| Dec. 31, 2025 | $0.38 | $0.16 | 144.2% | |
| Sept. 30, 2025 | $0.20 | $0.14 | 45.2% | |
| June 30, 2025 | $0.10 | $0.13 | -25.5% | |
| March 31, 2025 | $0.21 | $0.15 | 40.4% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $727M | $661M | $610M | $575M | $533M | $498M | $537M | $430M | $312M | $258M | $242M | $188M | |
| SG&A Expense | $52M | $46M | $44M | $45M | $49M | $41M | $49M | $50M | $37M | $38M | $16M | $9M | |
| Operating Expenses | $528M | $489M | $456M | $445M | $435M | $423M | $534M | $415M | $294M | $222M | $196M | $191M | |
| Interest Expense | · | · | $84M | $71M | $76M | $85M | $103M | $73M | $46M | $32M | $32M | $20M | |
| Other Non-op | $-4M | $-6M | $-7M | $-12M | $-34M | $9M | $-676.0K | $-2M | $673.0K | $1M | · | · | |
| Income Tax | $1M | $2M | $400.0K | $-800.0K | · | · | · | · | · | · | · | · | |
| Net Income | $111M | $63M | $57M | $48M | $15M | $5M | $-64M | $39M | $-38M | $9M | $13M | $-23M | |
| EPS (Basic) | $0.89 | $0.51 | $0.48 | $0.42 | $0.15 | $0.05 | $-0.67 | · | · | · | · | · | |
| EPS (Diluted) | $0.89 | $0.51 | $0.48 | $0.42 | $0.15 | $0.05 | $-0.67 | · | · | · | · | · | |
| Shares (Basic) | 125,544,000 | 122,722,000 | 118,278,000 | 115,403,000 | 102,403,000 | 96,760,000 | 94,636,000 | 196,602,000 | 183,784,000 | 183,876,000 | 183,678,000 | 179,280,000 | |
| Shares (Diluted) | 138,899,000 | 136,821,000 | 132,970,000 | 130,332,000 | 116,672,000 | 111,156,000 | 109,039,000 | 241,367,000 | 196,497,000 | 186,665,000 | 186,394,000 | 179,280,000 | |
| EBITDA | · | · | · | · | · | · | $231M | $178M | $126M | $103M | $98M | $77M |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $4M | $5M | $5M | $5M | $93M | $104M | $18M | $17M | $6M | $8M | $41M | $16M | |
| Prepaid Expense | · | · | · | · | · | · | · | · | $4M | $3M | · | · | |
| Goodwill | $29M | $29M | $29M | $29M | $29M | $29M | $29M | $29M | $29M | $0 | · | · | |
| Intangibles | · | · | · | · | · | · | $2M | $14M | $55M | $0 | $154M | $177M | |
| Total Assets | $5.29B | $5.05B | $4.87B | $4.74B | $4.67B | $4.68B | $4.83B | $5.16B | $3.53B | $2.38B | $2.23B | $2.15B | |
| Total Liabilities | $2.70B | $2.41B | $2.21B | $2.14B | $2.19B | $2.66B | $2.66B | $2.75B | $2.05B | $1.16B | $934M | $743M | |
| Long-term Debt | $2.38B | $2.11B | $1.97B | $1.90B | $1.89B | $2.29B | $2.35B | $2.44B | $1.81B | $1.06B | $846M | $650M | |
| Total Debt | · | · | · | · | · | · | · | · | · | · | · | $60M | |
| Common Stock | $1M | $1M | $1M | $1M | $196.0K | $0 | $3M | $3M | $2M | $2M | $2M | $2M | |
| Paid-in Capital | $3.66B | $3.65B | $3.55B | $3.38B | $3.26B | $2.74B | $2.78B | $2.67B | $1.63B | $1.63B | $1.59B | $1.57B | |
| Retained Earnings | $-1.38B | $-1.33B | $-1.25B | $-1.17B | $-1.09B | $-999M | $-947M | $-692M | $-601M | $-438M | $-324M | $-214M | |
| AOCI | $358.0K | $4M | $11M | $21M | $-25M | $-52M | $-21M | $12M | $16M | $11M | $22.0K | $0 | |
| Stockholders' Equity | $2.29B | $2.32B | $2.31B | $2.24B | $2.15B | $1.69B | $1.81B | $2.00B | $1.05B | $1.20B | $1.27B | $1.36B | |
| Liabilities + Equity | $5.29B | $5.05B | $4.87B | $4.74B | $4.67B | $4.68B | $4.83B | $5.16B | $3.53B | $2.38B | $2.23B | $2.15B | |
| Shares Outstanding | 125,788,000 | 125,120,000 | 122,024,000 | 117,126,000 | 19,550,000 | 0 | 289,047,000 | 279,803,000 | 185,233,000 | 185,062,000 | 181,308,000 | 182,131,000 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $266M | $253M | $236M | $236M | $221M | $225M | $231M | $178M | $127M | $103M | $98M | $77M | |
| Stock-based Comp | $12M | $10M | $7M | $15M | $16M | $6M | $8M | $5M | $0 | $0 | · | · | |
| Amort. of Intangibles | · | · | · | · | · | · | · | · | $32M | $28M | $29M | $30M | |
| Other Non-cash | · | · | · | · | · | · | $52M | $-68M | $21M | $-9M | $-6M | $22M | |
| Operating Cash Flow | $348M | $335M | $291M | $291M | $263M | $211M | $227M | $153M | $109M | $103M | $106M | $76M | |
| Investing Cash Flow | $-392M | $-393M | $-353M | $-331M | $-180M | $-44M | $64M | $-259M | $-641M | $-191M | $-111M | $-716M | |
| Debt Issued | · | · | $58M | $0 | $822M | $0 | $260M | $622M | · | · | · | $0 | |
| Net Debt Issued | $-146M | $-408M | $-44M | $-82M | $-408M | $-65M | $-276M | $-302M | $-83M | $-111M | $-77M | $-29M | |
| Stock Issued | $0 | $75M | $149M | $90M | $547M | $0 | $0 | · | · | $0 | $0 | $3M | |
| Stock Repurchased | · | · | $0 | $0 | $78M | $5M | $35M | $53M | $47M | $20M | $74M | $3M | |
| Net Stock Activity | $0 | $75M | $149M | $90M | $470M | $-5M | $-35M | $-53M | $-47M | $-20M | $-74M | $-789.0K | |
| Dividends Paid | $157M | $134M | $136M | $127M | $107M | $49M | $123M | $81M | $74M | $64M | $35M | $57M | |
| Financing Cash Flow | $79M | $58M | $54M | $-58M | $-99M | $-130M | $-280M | $162M | $509M | $91M | $30M | $196M | |
| Net Change in Cash | $35M | $-229.0K | $-8M | $-98M | $-16M | $37M | $11M | $57M | $-23M | $2M | $25M | $-445M | |
| Taxes Paid | $2M | $922.0K | $689.0K | $194.0K | $559.0K | $947.0K | $589.0K | $-146.0K | · | · | · | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 15.3% | 9.5% | 9.3% | 8.4% | 2.8% | 0.96% | -11.8% | 9.1% | -12.3% | 3.5% | 5.5% | -12.0% | |
| EBITDA Margin | · | · | · | · | · | · | 43.0% | 41.2% | 40.5% | 40.1% | 40.6% | 40.7% | |
| ROA | 2.1% | 1.3% | 1.2% | 1.0% | 0.32% | 0.10% | -1.3% | 0.90% | -1.3% | 0.39% | 0.61% | -1.2% | |
| ROE | 4.8% | 2.7% | 2.5% | 2.2% | 0.79% | 0.27% | -3.3% | 2.6% | -3.4% | 0.72% | 1.0% | -1.6% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | · | · | · | · | · | · | · | · | · | · | 0.0 |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $18.18 | $18.54 | $18.93 | $19.09 | $109.95 | $6.04 | $6.28 | $7.14 | $5.65 | $6.49 | $6.99 | $7.44 | |
| Revenue / Share | $5.23 | $4.83 | $4.59 | $4.41 | $4.57 | $1.49 | $1.64 | $1.78 | $1.59 | $1.38 | $1.30 | · | |
| Cash Flow / Share | $2.51 | $2.45 | $2.19 | $2.23 | $2.25 | $0.63 | $0.69 | $0.64 | $0.55 | $0.55 | $0.57 | · | |
| Cash / Share | $0.03 | $0.04 | $0.04 | $0.05 | $4.74 | $0.37 | $0.06 | $0.06 | $0.03 | $0.04 | $0.22 | $0.09 | |
| Dividend / Share | $1.25 | $1.19 | $1.14 | $1.09 | $1.03 | $0.59 | $2.01 | $0.67 | $0.67 | $0.67 | $0.67 | $0.67 | |
| EPS (TTM) | $0.89 | $0.51 | $0.48 | $0.42 | $0.15 | $0.05 | $-0.67 | · | · | · | · | · |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.9% | 8.4% | 6.0% | 8.0% | 7.0% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 8.1% | 7.5% | 7.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 7.8% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 74.5% | 6.2% | 14.3% | 180.0% | 200.0% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 28.4% | 50.4% | 112.5% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 77.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 77.6% | 10.3% | 17.6% | 219.6% | 216.9% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 32.1% | 60.6% | 128.4% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 87.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 26.1% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $727M | $661M | $610M | $575M | $533M | $498M | $537M | $430M | $312M | $258M | $242M | $188M | |
| Net Income TTM | $111M | $63M | $57M | $48M | $15M | $5M | $-64M | $39M | $-38M | $9M | $13M | $-23M | |
| Market Cap | $4.47B | $4.69B | $4.45B | $3.73B | $646M | · | · | · | · | · | · | · | |
| P/E | 40.0 | 73.5 | 76.0 | 75.8 | 220.3 | · | · | · | · | · | · | · | |
| P/S | 6.2 | 7.1 | 7.3 | 6.5 | 1.2 | · | · | · | · | · | · | · | |
| P/B | 2.0 | 2.0 | 1.9 | 1.7 | 0.3 | · | · | · | · | · | · | · | |
| P / Tangible Book | 2.0 | 2.0 | 2.0 | 1.7 | 0.3 | · | · | · | · | · | · | · | |
| P / Cash Flow | 12.9 | 14.0 | 15.3 | 12.8 | 2.5 | · | · | · | · | · | · | · | |
| Dividend Yield | 3.5% | 2.9% | 3.0% | 3.4% | 16.5% | · | · | · | · | · | · | · | |
| Earnings Yield | 2.5% | 1.4% | 1.3% | 1.3% | 0.45% | · | · | · | · | · | · | · | |
| Payout Ratio | 141.3% | 213.8% | 238.8% | 263.0% | 705.6% | 1033.8% | -193.8% | 206.3% | -100.8% | 719.5% | 444.5% | -250.1% | |
| Annual Payout | $157M | $134M | $136M | $127M | $107M | $49M | $123M | $81M | $74M | $64M | $35M | $57M |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $190M | $191M | $188M | $183M | $178M | $178M | $173M | $166M | $162M | $161M | $154M | $152M | $152M | $151M | $145M | $146M | |
| SG&A Expense | $14M | $12M | $14M | $13M | $13M | $12M | $12M | $11M | $11M | $12M | $11M | $10M | $12M | $12M | $11M | $11M | |
| Operating Expenses | $135M | $133M | $134M | $131M | $135M | $128M | $126M | $127M | $119M | $117M | $116M | $112M | $114M | $113M | $112M | $112M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $23M | · | $22M | $21M | $19M | · | $18M | |
| Other Non-op | $650.0K | $-2M | $-2M | $-374.0K | $-990.0K | $-980.0K | $-2M | $-1M | $-2M | $-929.0K | $-770.0K | $-5M | $-904.0K | $-755.0K | $-2M | $-4M | |
| Income Tax | $200.0K | $200.0K | $800.0K | $200.0K | $200.0K | $100.0K | $800.0K | $400.0K | $500.0K | $100.0K | $0 | $100.0K | $100.0K | · | · | · | |
| Net Income | $41M | $30M | $48M | $25M | $13M | $26M | $18M | $12M | $15M | $18M | $14M | $12M | $14M | $17M | $14M | $11M | |
| EPS (Basic) | $0.33 | $0.24 | $0.38 | $0.20 | $0.10 | $0.21 | $0.16 | $0.09 | $0.12 | $0.14 | $0.12 | $0.10 | $0.12 | $0.14 | $0.12 | $0.09 | |
| EPS (Diluted) | $0.33 | $0.24 | $0.38 | $0.20 | $0.10 | $0.21 | $0.16 | $0.09 | $0.12 | $0.14 | $0.12 | $0.10 | $0.12 | $0.14 | $0.12 | $0.09 | |
| Shares (Basic) | 126,282,000 | 125,899,000 | · | 125,649,000 | 125,516,000 | 125,246,000 | · | 122,527,000 | 122,391,000 | 122,221,000 | · | 118,292,000 | 117,304,000 | 117,223,000 | · | 116,760,000 | |
| Shares (Diluted) | 139,193,000 | 138,977,000 | · | 138,860,000 | 138,910,000 | 138,640,000 | · | 136,578,000 | 136,439,000 | 136,404,000 | · | 132,800,000 | 131,887,000 | 131,943,000 | · | 131,593,000 |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $7M | $3M | $4M | $4M | $6M | $5M | $5M | $6M | $7M | $6M | $5M | $4M | $6M | $6M | $5M | $5M | |
| Goodwill | $29M | $29M | $29M | $29M | $29M | $29M | $29M | $29M | $29M | $29M | · | $29M | $29M | $29M | · | $29M | |
| Total Assets | $5.44B | $5.35B | $5.29B | $5.26B | $5.27B | $5.16B | $5.05B | $4.95B | $4.91B | $4.89B | · | $4.72B | $4.74B | $4.79B | · | $4.73B | |
| Total Liabilities | $2.78B | $2.77B | $2.70B | $2.68B | $2.68B | $2.54B | $2.41B | $2.37B | $2.29B | $2.25B | · | $2.11B | $2.18B | $2.21B | · | $2.12B | |
| Long-term Debt | $2.45B | $2.49B | $2.38B | $2.39B | $2.39B | $2.28B | $2.11B | $2.10B | $2.04B | $2.02B | · | $1.87B | $1.95B | $1.97B | · | $1.87B | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | $1M | |
| Paid-in Capital | $3.76B | $3.67B | $3.66B | $3.66B | $3.66B | $3.65B | $3.65B | $3.56B | $3.55B | $3.55B | · | $3.46B | $3.39B | $3.38B | · | $3.38B | |
| Retained Earnings | $-1.39B | $-1.39B | $-1.38B | $-1.39B | $-1.37B | $-1.34B | $-1.33B | $-1.31B | $-1.29B | $-1.27B | · | $-1.23B | $-1.20B | $-1.19B | · | $-1.15B | |
| AOCI | $286.0K | $416.0K | $358.0K | $980.0K | $2M | $3M | $4M | $2M | $11M | $13M | · | $20M | $21M | $15M | · | $21M | |
| Stockholders' Equity | $2.37B | $2.28B | $2.29B | $2.28B | $2.29B | $2.31B | $2.32B | $2.25B | $2.28B | $2.30B | · | $2.26B | $2.21B | $2.21B | · | $2.25B | |
| Liabilities + Equity | $5.44B | $5.35B | $5.29B | $5.26B | $5.27B | $5.16B | $5.05B | $4.95B | $4.91B | $4.89B | · | $4.72B | $4.74B | $4.79B | · | $4.73B | |
| Shares Outstanding | 128,425,000 | 125,966,000 | 125,788,000 | 125,710,000 | 125,611,000 | 125,407,000 | 125,120,000 | 122,615,000 | 122,408,000 | 122,323,000 | · | 119,578,000 | 117,443,000 | 117,259,000 | · | 117,084,000 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $67M | $66M | $64M | $66M | $71M | $65M | $63M | $68M | $61M | $60M | $60M | $59M | $60M | $58M | $58M | $60M | |
| Stock-based Comp | $4M | $2M | $3M | $3M | $3M | $2M | $3M | $2M | $3M | $2M | $2M | $1M | $3M | $472.0K | $4M | $4M | |
| Operating Cash Flow | $118M | $56M | $96M | $95M | $96M | $61M | $84M | $109M | $78M | $63M | $72M | $89M | $68M | $63M | $62M | $86M | |
| Investing Cash Flow | $-109M | $-128M | $-17M | $-46M | $-166M | $-164M | $-133M | $-116M | $-77M | $-67M | $-207M | $-39M | $-16M | $-91M | $-55M | $-90M | |
| Net Debt Issued | · | $-324M | · | · | · | $-22M | · | · | · | $-1M | · | · | · | $-25M | · | · | |
| Stock Issued | · | · | · | · | · | · | $75M | · | · | · | $78M | $71M | · | · | $0 | $27M | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Dividends Paid | $41M | $55M | $27M | $40M | $39M | $52M | $25M | $49M | $24M | $36M | $35M | $34M | $33M | $33M | $33M | $32M | |
| Financing Cash Flow | $-2M | $51M | $-42M | $-53M | $71M | $102M | $49M | $6M | $-1M | $5M | $136M | $-51M | $-54M | $23M | $-14M | $-15M | |
| Net Change in Cash | $8M | $-21M | $38M | $-3M | $1M | $-796.0K | $-684.0K | $-2M | $851.0K | $1M | $639.0K | $-2M | $-2M | $-5M | $-7M | $-19M |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 21.7% | 15.9% | · | 13.5% | 7.2% | 14.8% | · | 7.0% | 9.4% | 10.9% | · | 8.0% | 9.5% | 11.0% | · | 7.6% | |
| ROA | 0.77% | 0.58% | · | 0.48% | 0.25% | 0.52% | · | 0.24% | 0.32% | 0.37% | · | 0.26% | 0.31% | 0.35% | · | 0.24% | |
| ROE | 1.8% | 1.3% | · | 1.1% | 0.56% | 1.1% | · | 0.51% | 0.68% | 0.78% | · | 0.54% | 0.65% | 0.76% | · | 0.50% |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $18.49 | $18.09 | · | $18.12 | $18.23 | $18.43 | · | $18.34 | $18.62 | $18.80 | · | $18.87 | $18.78 | $18.87 | · | $19.25 | |
| Revenue / Share | $1.36 | $1.37 | · | $1.32 | $1.28 | $1.29 | · | $1.21 | $1.18 | $1.18 | · | $1.15 | $1.15 | $1.14 | · | $1.11 | |
| Cash Flow / Share | · | $0.40 | · | · | · | $0.44 | · | · | · | $0.46 | · | · | · | $0.48 | · | · | |
| Cash / Share | $0.06 | $0.02 | · | $0.03 | $0.04 | $0.04 | · | $0.05 | $0.06 | $0.05 | · | $0.03 | $0.05 | $0.05 | · | $0.04 | |
| Dividend / Share | $0.32 | $0.32 | $1.30 | $0.31 | $0.31 | $0.31 | $0.31 | $0.30 | $0.29 | $0.29 | $0.29 | $0.28 | $0.28 | $0.28 | $0.28 | $0.27 | |
| EPS (TTM) | $1.15 | $0.92 | · | $0.67 | $0.56 | $0.58 | · | $0.47 | $0.48 | $0.48 | · | $0.48 | $0.47 | $0.47 | · | $0.26 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $751M | $739M | · | $712M | $695M | $678M | · | $643M | $630M | $620M | · | $601M | $594M | $584M | · | $567M | |
| Net Income TTM | $144M | $115M | · | $82M | $69M | $71M | · | $58M | $59M | $58M | · | $57M | $56M | $55M | · | $29M | |
| Market Cap | $5.35B | $4.71B | · | $4.32B | $4.40B | $4.58B | · | $4.62B | $4.00B | $4.39B | · | $4.01B | $4.00B | $3.82B | · | $3.28B | |
| P/E | 36.2 | 40.7 | · | 51.2 | 62.6 | 62.9 | · | 80.2 | 68.1 | 74.7 | · | 69.9 | 72.5 | 69.4 | · | 107.9 | |
| P/S | 7.1 | 6.4 | · | 6.1 | 6.3 | 6.7 | · | 7.2 | 6.4 | 7.1 | · | 6.7 | 6.7 | 6.5 | · | 5.8 | |
| P/B | 2.3 | 2.1 | · | 1.9 | 1.9 | 2.0 | · | 2.1 | 1.8 | 1.9 | · | 1.8 | 1.8 | 1.7 | · | 1.5 | |
| P / Tangible Book | 2.3 | 2.1 | · | 1.9 | 1.9 | 2.0 | · | 2.1 | 1.8 | 1.9 | · | 1.8 | 1.8 | 1.8 | · | 1.5 | |
| P / Cash Flow | · | 84.8 | · | · | · | 75.6 | · | · | · | 69.5 | · | · | · | 60.9 | · | · | |
| Dividend Yield | 3.0% | 3.4% | · | 3.6% | 3.7% | 3.3% | · | 3.1% | 3.2% | 3.2% | · | 3.3% | 3.3% | 3.4% | · | 3.8% | |
| Earnings Yield | 2.8% | 2.5% | · | 1.9% | 1.6% | 1.6% | · | 1.2% | 1.5% | 1.3% | · | 1.4% | 1.4% | 1.4% | · | 0.93% | |
| Payout Ratio | · | 180.2% | · | · | · | 195.9% | · | · | · | 203.6% | · | · | · | 200.2% | · | · | |
| Annual Payout | $163M | $160M | · | $155M | $164M | $150M | · | $144M | $129M | $138M | · | $133M | $131M | $129M | · | $125M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Revenue | $727M | $661M | $610M | $575M | $533M |
| Net Income | $111M | $63M | $57M | $48M | $15M |
| Diluted EPS | $0.89 | $0.51 | $0.48 | $0.42 | $0.15 |
No data for this statement
Not enough fundamentals data to build this statement yet.
No data for this statement
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 472 filers · $5.4B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
472
Value held
$5.4B
New positions
50
Exited positions
34
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 50 (-20 vs prior Q) | 34 (0 vs prior Q) | 170 (+25 vs prior Q) | 133 (-19 vs prior Q) | +6.2M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $970,059,332 | 23,307,528 | 17.90% | Shares |
| VANGUARD GROUP INC | $719,081,556 | 20,215,956 | 13.27% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $599,264,654 | 14,398,478 | 11.06% | Shares |
| STATE STREET CORP | $304,204,700 | 7,290,689 | 5.61% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $238,411,471 | 5,728,291 | 4.40% | Shares |
| FMR LLC | $175,658,519 | 4,220,531 | 3.24% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $166,952,887 | 4,011,362 | 3.08% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $156,837,215 | 3,767,699 | 2.89% | Shares |
| CANADA PENSION PLAN INVESTMENT BOARD | $139,495,798 | 3,351,653 | 2.57% | Shares |
| GOLDMAN SACHS GROUP INC | $122,326,479 | 2,939,127 | 2.26% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $102,754,952 | 2,468,884 | 1.90% | Shares |
| NORTHERN TRUST CORP | $97,678,437 | 2,346,911 | 1.80% | Shares |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $83,494,090 | 2,006,105 | 1.54% | Shares |
| JPMORGAN CHASE & CO | $81,681,224 | 1,928,640 | 1.51% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $79,790,388 | 1,917,053 | 1.47% | Shares |
| NORGES BANK | $68,770,266 | 1,652,337 | 1.27% | Shares |
| BANK OF AMERICA CORP /DE/ | $46,753,880 | 1,123,351 | 0.86% | Shares |
| Bank of New York Mellon Corp | $41,540,675 | 998,094 | 0.77% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $41,407,988 | 994,906 | 0.76% | Shares |
| Alyeska Investment Group, L.P. | $40,371,192 | 969,995 | 0.74% | Shares |
| AMERIPRISE FINANCIAL INC | $39,374,110 | 946,006 | 0.73% | Shares |
| MORGAN STANLEY | $37,507,674 | 901,192 | 0.69% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $34,973,244 | 840,299 | 0.65% | Shares |
| Nuveen, LLC | $33,542,516 | 805,923 | 0.62% | Shares |
| JUPITER ASSET MANAGEMENT LTD | $32,048,815 | 770,034 | 0.59% | Shares |
| Legal & General Group Plc | $31,217,037 | 750,049 | 0.58% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $28,359,951 | 681,402 | 0.52% | Shares |
| Cetera Investment Advisers | $26,718,737 | 641,969 | 0.49% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $26,452,000 | 635,548 | 0.49% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $25,347,163 | 609,014 | 0.47% | Shares |
| Hudson Bay Capital Management LP | $24,930,214 | 598,996 | 0.46% | Shares |
| Balyasny Asset Management L.P. | $23,458,655 | 563,639 | 0.43% | Shares |
| AMERICAN CENTURY COMPANIES INC | $23,310,904 | 560,089 | 0.43% | Shares |
| JANUS HENDERSON GROUP PLC | $23,015,594 | 615,054 | 0.42% | Shares |
| UBS Group AG | $21,185,828 | 509,030 | 0.39% | Shares |
| KENNEDY CAPITAL MANAGEMENT LLC | $20,054,530 | 481,848 | 0.37% | Shares |
| Invesco Ltd. | $18,987,711 | 456,216 | 0.35% | Shares |
| Public Sector Pension Investment Board | $18,015,467 | 432,856 | 0.33% | Shares |
| MACKENZIE FINANCIAL CORP | $16,822,970 | 404,204 | 0.31% | Shares |
| DEUTSCHE BANK AG\ | $15,974,589 | 383,820 | 0.29% | Shares |
| LPL Financial LLC | $15,480,128 | 371,940 | 0.29% | Shares |
| ALGERT GLOBAL LLC | $15,388,995 | 369,750 | 0.28% | Shares |
| NORDEA INVESTMENT MANAGEMENT AB | $14,426,657 | 342,026 | 0.27% | Shares |
| RHUMBLINE ADVISERS | $13,802,707 | 331,637 | 0.25% | Shares |
| Engineers Gate Manager LP | $12,377,039 | 297,382 | 0.23% | Shares |
| California Public Employees Retirement System | $11,420,029 | 274,388 | 0.21% | Shares |
| OSAIC HOLDINGS, INC. | $11,062,912 | 265,798 | 0.20% | Shares |
| HSBC HOLDINGS PLC | $10,994,396 | 263,965 | 0.20% | Shares |
| Swiss National Bank | $10,521,536 | 252,800 | 0.19% | Shares |
| Sophron Capital Management L.P. | $10,482,372 | 251,859 | 0.19% | Shares |
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Jeffrey S. Edison ×2 filings | Jan. 27, 2022 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 22 insiders · 9 officers · 15 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Jeffrey Edison | Chairman and CEO | March 1, 2026 M | 217,750 | 0 | 0 | $0 |
| John P Caulfield | CFO, EVP & Treasurer | March 1, 2026 M | 22,326 | 0 | 0 | $0 |
| Robert F. Myers | President | March 1, 2026 M | 28,469 | 0 | 0 | $0 |
| John Bessey | Co-President and CIO | Feb. 19, 2015 J | · | 0 | 0 | $0 |
| Joseph Schlosser | EVP, Chief Operating Officer | March 1, 2026 M | 25,218 | 0 | 0 | $0 |
| Tanya Brady | EVP, GC & Secretary | March 1, 2026 M | 16,860 | 0 | 0 | $0 |
| Jennifer L Robison | Chief Accounting Officer & SVP | March 1, 2026 F | 36,010 | 0 | 0 | $0 |
| Robert Mark Addy | Executive Vice President | Jan. 1, 2020 J | 49,015 | 0 | 0 | $0 |
| Michael Phillips | Co-Chairman of the Board | Aug. 29, 2013 P | 91,529 | 0 | 0 | $0 |
| Parilee Edison Wang | Director | May 12, 2026 A | 24,990 | 0 | 0 | $0 |
| Anthony E Terry | Director | May 12, 2026 A | 11,238 | 0 | 0 | $0 |
| Jane Silfen | Director | May 12, 2026 A | 24,758 | 0 | 0 | $0 |
| Elizabeth Fischer | Director | May 12, 2026 A | 24,758 | 0 | 0 | $0 |
| John A. Strong | Director | May 12, 2026 A | 27,151 | 0 | 0 | $0 |
| Gregory S. Wood | Director | May 12, 2026 A | 30,222 | 0 | 0 | $0 |
| Devin Ignatius Murphy | Director | May 12, 2026 A | 13,575 | 0 | 0 | $0 |
| Leslie T Chao | Director | May 12, 2026 A | 54,981 | 0 | 0 | $0 |
| Stephen R Quazzo | Director | May 12, 2026 A | 50,336 | 0 | 0 | $0 |
| Paul Massey | Director | Nov. 21, 2022 S | 10,439 | 0 | 0 | $0 |
| David W Garrison | Director | March 12, 2019 A | 14,093 | 0 | 0 | $0 |
| Ronald Kirk | Director | Sept. 25, 2013 P | 74,833 | 0 | 0 | $0 |
| Ethan Hershman | Director | July 10, 2013 P | 22,222 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 64 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| HSMV · First Trust Exchange-Traded Fund III | 2.18% | 18,026 NS | July 31, 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 1.97% | 79,125 NS | July 31, 2026 | N-PORT |
| SMLL · Harbor ETF Trust | 1.72% | 5,660 NS | July 31, 2026 | N-PORT |
| BLDG · Cambria ETF Trust | 1.33% | 20,973 NS | July 31, 2026 | N-PORT |
| XSLV · Invesco Exchange-Traded Fund Trust … | 1.32% | 81,849 | Oct. 2, 2026 | Daily |
| PSCF · Invesco Exchange-Traded Fund Trust … | 1.13% | 8,301 | Oct. 2, 2026 | Daily |
| XSMO · Invesco Exchange-Traded Fund Trust | 0.98% | 751,186 | Oct. 2, 2026 | Daily |
| FPRO · FIDELITY COVINGTON TRUST | 0.81% | 3,159 NS | July 31, 2026 | N-PORT |
| VFMV · VANGUARD WELLINGTON FUND | 0.65% | 65,204 SH | Aug. 19, 2026 | Daily |
| CVY · Invesco Exchange-Traded Fund Trust | 0.55% | 17,081 | Oct. 2, 2026 | Daily |
| USRT · iShares Trust | 0.42% | 480,756 SH | Sept. 11, 2026 | Daily |
| DFAR · Dimensional ETF Trust | 0.40% | 168,276 NS | July 31, 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.34% | 111,781 SH | Aug. 19, 2026 | Daily |
| FREL · FIDELITY COVINGTON TRUST | 0.33% | 116,895 NS | July 31, 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0.33% | 86,988 SH | Aug. 19, 2026 | Daily |
| FNY · First Trust Exchange-Traded AlphaDE… | 0.32% | 44,107 NS | July 31, 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0.30% | 18,976 | Oct. 2, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.29% | 20,374 | Oct. 2, 2026 | Daily |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.28% | 38,989 NS | July 31, 2026 | N-PORT |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0.28% | 4,793,526 SH | Aug. 19, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | 0.28% | 440,475 SH | Aug. 19, 2026 | Daily |
| REET · iShares Trust | 0.27% | 342,483 SH | Sept. 11, 2026 | Daily |
| DFGR · Dimensional ETF Trust | 0.26% | 236,901 NS | July 31, 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0.24% | 112,293 SH | Aug. 19, 2026 | Daily |
| BKSE · BNY Mellon ETF Trust | 0.24% | 4,862 NS | July 31, 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0.22% | 621 NS | July 31, 2026 | N-PORT |
| ERET · iShares Trust | 0.21% | 729 SH | Sept. 11, 2026 | Daily |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.20% | 32,508 NS | July 31, 2026 | N-PORT |
| ESML · iShares Trust | 0.19% | 134,901 SH | Sept. 11, 2026 | Daily |
| RSSL · Global X Funds | 0.18% | 61,635 NS | July 31, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.17% | 117,549 | Oct. 2, 2026 | Daily |
| IWM · iShares Trust | 0.17% | 3,330,496 SH | Sept. 11, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.16% | 740,409 SH | Aug. 19, 2026 | Daily |
| FSMD · FIDELITY COVINGTON TRUST | 0.16% | 92,535 NS | July 31, 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.10% | 13,242 NS | July 31, 2026 | N-PORT |
| ISCG · iShares Trust | 0.09% | 21,168 SH | Sept. 11, 2026 | Daily |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.08% | 24,748 NS | July 31, 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.07% | 834,306 SH | Aug. 19, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.06% | 1,445,336 SH | Aug. 19, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.06% | 2,889,336 SH | Aug. 19, 2026 | Daily |
| VBR · VANGUARD INDEX FUNDS | 0.06% | 916,254 SH | Aug. 19, 2026 | Daily |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0.05% | 24,773 | Oct. 2, 2026 | Daily |
| WSML · iShares Trust | 0.04% | 7,652 SH | Sept. 11, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 3,996,955 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 157,097 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 10,604 SH | Aug. 19, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.01% | 28,211 SH | Aug. 19, 2026 | Daily |
| DIVB · iShares Trust | 0.01% | 4,691 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.01% | 161,876 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.01% | 34,548 SH | Sept. 4, 2026 | Daily |
| TILT · FlexShares Trust | 0.01% | 3,243 NS | July 31, 2026 | N-PORT |
| GTO · Invesco Actively Managed Exchange-T… | 0.00% | 96,000 | Sept. 30, 2026 | Daily |
| BIV · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| BND · VANGUARD BOND INDEX FUNDS | · | · | July 15, 2026 | Daily |
| VCIT · VANGUARD SCOTTSDALE FUNDS | · | · | July 15, 2026 | Daily |
| BNDW · VANGUARD SCOTTSDALE FUNDS | · | · | July 30, 2026 | Daily |
| IJR · iShares Trust | · | 7,694,664 SH | Sept. 10, 2026 | Daily |
| IJT · iShares Trust | · | 691,379 SH | Sept. 9, 2026 | Daily |
| IJS · iShares Trust | · | 471,990 SH | Sept. 8, 2026 | Daily |
| IWN · iShares Trust | · | 1,215,057 SH | Sept. 11, 2026 | Daily |
| XJR · iShares Trust | · | 17,429 SH | Aug. 31, 2026 | Daily |
| ISCB · iShares Trust | · | 5,368 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 11,576 SH | Sept. 11, 2026 | Daily |
| SMMV · iShares Trust | · | 46,398 SH | Aug. 19, 2026 | Daily |
PECO Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 20 analysts
BUY
Median target
$46.00
+21.8%
5 25.0%
Strong Buy
7 35.0%
Buy
8 40.0%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
13 analysts · 2026-10-02Mean target $44.85 +18.8%
← Below all targets
Current price $37.76
Low$39.00
Mean$44.85
High$49.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| PECO | $4.47B | 40.0 | 9.9% | 15.3% | 4.8% | · |
| FRT | $8.70B | 21.5 | 6.4% | 32.1% | 12.8% | · |
| BRX | $8.03B | 21.0 | 6.7% | 28.2% | 12.9% | · |
| ADC | $8.65B | 40.7 | 16.4% | 28.4% | 3.5% | · |
| NNN | $7.53B | 19.1 | 6.6% | 42.1% | 8.9% | · |
| MAC | $4.74B | -23.7 | 10.4% | -19.4% | -7.6% | · |
| KRG | $5.01B | 17.5 | 0.82% | 35.4% | 9.3% | · |
| SKT | · | 35.9 | · | · | · | · |
| CURB | $2.45B | 62.7 | 51.3% | 21.8% | 2.1% | · |
| AKR | $2.69B | 205.4 | 14.2% | 4.1% | 0.79% | · |
| UE | $2.42B | 25.9 | 6.1% | 19.8% | 6.8% | · |
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
BLUECHIP_DIP
Expired
risk 1
reward 2.00
entry
$36.70
R:R 2.00
BOUNCE_UP
Stopped out
risk 1
reward 1.50
entry
$34.45
R:R 1.50
No open signal right now — no card is filled, and that's honest.
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Source: SEC 10-Q filed Jul 24, 2026