PECO Phillips Edison & (PECO) Insider Trading, Ownership & Congress Trades
Real Estate · Real estate investment trusts · CIK 0001476204
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
231
13F, latest reported quarter
What the filings say about PECO
Congress, 1 year
No trades
Last one: sale, 2025-08-04
Phillips Edison & insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
No insider purchases or sales are on record for Phillips Edison & Company, Inc. in the period covered. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 buy), the last on Jul 19, 2021.
- The trade is 22.0% of the 45,426 shares held after it.
- No other insider bought within 30 days.
- 231 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director CHAO LESLIE T bought about $291.8K of PECO on May 16, 2023, the largest insider purchase at the company since 2021; 231 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 92.0% of the 10,439 shares held after it.
- No other insider sold within 30 days.
- 231 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Massey Paul sold about $301.6K of PECO on Nov 21, 2022, the largest insider sale at the company on our record; 231 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 30.7% of the 4,889 shares held after it.
- 2 other insiders bought within 30 days.
- 231 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Wood Gregory S. bought about $42.0K of PECO on Jul 19, 2021, the largest insider purchase at the company on our record; 2 other insiders bought within 30 days and 231 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 67.4% of the 10,389 shares held after it.
- 2 other insiders bought within 30 days.
- 231 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director CHAO LESLIE T bought about $196.0K of PECO on Jul 19, 2021, the largest insider purchase at the company on our record; 2 other insiders bought within 30 days and 231 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 65.5% of the 76,351 shares held after it.
- 2 other insiders bought within 30 days.
- 231 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chairman and CEO Edison Jeffrey bought about $1.4M of PECO on Jul 19, 2021, the largest insider purchase at the company on our record; 2 other insiders bought within 30 days and 231 funds added in the latest 13F quarter.5 transactions on record · a thin record, read with care
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
no insider buys or sells on file
Congress
no House purchase disclosed in the last 12 months
Funds
231 funds bought in last quarter
more than 76% of Real Estate
Revenue
+18.8% year over year
more than 80% of Real Estate
Margin
872.9% net margin
more than 96% of Real Estate
Buybacks
no share repurchases reported
Short interest
5.5% of the float short (float per yahoo 2026-10-27) · 5.8 days to cover · settled 2026-10-15
more than 63% of Real Estate
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch PECO
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+15.1%12M
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns PECO: institutional holders (13F)
13F holdings, latest reported quarter
23,307,528 sh
$970.1M
14,398,478 sh
$599.3M
7,290,689 sh
$304.2M
5,728,291 sh
$238.4M
4,220,531 sh
$175.7M
Congress trades in PECO
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2025-08-04 · disclosed 39 days later
$1,001 - $15,000
Bought 2025-07-16 · disclosed 28 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
PECO planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
PECO mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
First Trust Horizon Managed Volatility Small/Mid ETF
$765.9K position · as of 2026-07-31
2.2%
Pear tree polaris small cap fund
$2.2M position · as of 2026-06-30
2.2%
Columbia Small Cap Value and Inflection Fund
$17.8M position · as of 2026-05-31
2.0%
VY Columbia Small Cap Value and Inflection Portfolio
$1.5M position · as of 2026-06-30
2.0%
Harbor Human Capital Factor US Small Cap ETF
$3.4M position · as of 2026-07-31
2.0%
Janus Henderson Small Cap Value Fund
$23.3M position · as of 2026-06-30
1.8%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Jeffrey S. Edison
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$8.1M
$7.4M
$2.1M
+49%
+46%
2024
$7.0M
$5.5M
$1.9M
+51%
+49%
2023
$7.1M
$9.4M
$1.9M
+42%
+11%
2022
$6.8M
$6.7M
$1.8M
+20%
+2%
2021
$8.8M
$12.5M
$3.0M
+20%
+20%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows 231 funds added last quarter. Each figure is a federal filing, dated the day it went public.
PECO financials
Revenue growth
+18.8%
XBRL, annual
Net margin
872.9%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$750.9M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM PECO
| FY Dec 2025 | $726.6M |
| FY Dec 2024 | $661.4M |
| FY Dec 2023 | $610.1M |
| FY Dec 2022 | $575.4M |
| FY Dec 2021 | $532.8M |
| Jun 2026 | $189.6M |
| Mar 2026 | $190.7M |
| Dec 2025 | $187.9M |
| Sep 2025 | $182.7M |
| Jun 2025 | $177.8M |
| Mar 2025 | $178.3M |
| Dec 2024 | $173.0M |
| Sep 2024 | $165.5M |
At each fiscal year end
Single quarter
Net margin, TTM
+19.1%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM PECO
| FY Dec 2025 | +15.3% |
| FY Dec 2024 | +9.5% |
| FY Dec 2023 | +9.3% |
| FY Dec 2022 | +8.4% |
| FY Dec 2021 | +2.8% |
| Jun 2026 | +21.7% |
| Mar 2026 | +15.9% |
| Dec 2025 | +25.3% |
| Sep 2025 | +13.5% |
| Jun 2025 | +7.2% |
| Mar 2025 | +14.8% |
| Dec 2024 | +10.5% |
| Sep 2024 | +7.0% |
At each fiscal year end
Single quarter
Free cash flow, TTM
n/a
capex not filed for the four quarters
Free cash flow, TTM PECO
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Single quarter
Debt to equity
1.03x
long-term debt only, 2026-06-30; equity 2026-06-30
Debt to equity PECO
| FY Dec 2025 | 1.04x |
| FY Dec 2024 | 0.91x |
| FY Dec 2023 | 0.85x |
| FY Dec 2022 | 0.85x |
| FY Dec 2021 | 0.88x |
| Jun 2026 | 1.03x |
| Mar 2026 | 1.09x |
| Dec 2025 | 1.04x |
| Sep 2025 | 1.05x |
| Jun 2025 | 1.04x |
| Mar 2025 | 0.99x |
| Dec 2024 | 0.91x |
| Sep 2024 | 0.94x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.15x
TTM operating cash flow over long-term debt only, 2026-06-30
Cash flow to debt PECO
| FY Dec 2025 | 0.15x |
| FY Dec 2024 | 0.16x |
| FY Dec 2023 | 0.15x |
| FY Dec 2022 | 0.15x |
| FY Dec 2021 | 0.14x |
| Jun 2026 | 0.15x |
| Mar 2026 | 0.14x |
| Dec 2025 | 0.15x |
| Sep 2025 | 0.14x |
| Jun 2025 | 0.15x |
| Mar 2025 | 0.15x |
| Dec 2024 | 0.16x |
| Sep 2024 | 0.15x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+6.2%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity PECO
| FY Dec 2025 | +4.8% |
| FY Dec 2024 | +2.7% |
| FY Dec 2023 | +2.5% |
| FY Dec 2022 | +2.2% |
| FY Dec 2021 | +0.8% |
| Jun 2026 | +6.2% |
| Mar 2026 | +5.0% |
| Dec 2025 | +4.8% |
| Sep 2025 | +3.6% |
| Jun 2025 | +3.0% |
| Mar 2025 | +3.1% |
| Dec 2024 | +2.7% |
| Sep 2024 | +2.6% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+2.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets PECO
| FY Dec 2025 | +2.2% |
| FY Dec 2024 | +1.3% |
| FY Dec 2023 | +1.2% |
| FY Dec 2022 | +1.0% |
| FY Dec 2021 | +0.3% |
| Jun 2026 | +2.7% |
| Mar 2026 | +2.2% |
| Dec 2025 | +2.2% |
| Sep 2025 | +1.6% |
| Jun 2025 | +1.4% |
| Mar 2025 | +1.4% |
| Dec 2024 | +1.3% |
| Sep 2024 | +1.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital PECO
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed PECO
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
33.57x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing PECO
| FY Dec 2025 | 39.97x |
| FY Dec 2024 | 74.92x |
| FY Dec 2023 | 77.62x |
| FY Dec 2022 | 75.81x |
| FY Dec 2021 | 254.15x |
| Jun 2026 | 36.19x |
| Mar 2026 | 40.67x |
| Dec 2025 | 39.97x |
| Sep 2025 | 52.02x |
| Jun 2025 | 63.69x |
| Mar 2025 | 64.02x |
| Dec 2024 | 74.92x |
| Sep 2024 | 81.98x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$7.4B
market value at close 2026-10-26 on 2026-07-17 shares, plus long-term debt only, 2026-06-30, minus cash 2026-06-30
Enterprise value PECO
| FY Dec 2025 | $6.8B |
| FY Dec 2024 | $6.7B |
| FY Dec 2023 | $6.3B |
| FY Dec 2022 | $5.6B |
| FY Dec 2021 | $11.1B |
| Jun 2026 | $7.7B |
| Mar 2026 | $7.2B |
| Dec 2025 | $6.8B |
| Sep 2025 | $6.7B |
| Jun 2025 | $6.8B |
| Mar 2025 | $6.8B |
| Dec 2024 | $6.7B |
| Sep 2024 | $6.7B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
capex not filed for the four quarters
FCF yield PECO
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.31x
P/E over trailing EPS growth of 109%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing PECO
| FY Dec 2025 | 0.51x |
| FY Dec 2024 | 11.74x |
| FY Dec 2023 | 6.52x |
| FY Dec 2022 | 0.34x |
| FY Dec 2021 | n/a |
| Jun 2026 | 0.33x |
| Mar 2026 | 0.66x |
| Dec 2025 | 0.51x |
| Sep 2025 | 1.20x |
| Jun 2025 | 3.74x |
| Mar 2025 | 3.01x |
| Dec 2024 | 11.74x |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $726.6M | $661.4M | $610.1M | $575.4M |
| Net income | $111.3M | $62.7M | $56.8M | $48.3M |
| EPS (diluted) | 0.89 | 0.51 | 0.48 | 0.42 |
| Operating cash flow | $348.1M | $334.7M | $291.0M | $290.9M |
| Cash | $3.5M | $4.9M | $4.9M | $5.5M |
| Long-term debt | $2.4B | $2.1B | $2.0B | $1.9B |
| Buybacks | n/a | n/a | $0 | $0 |
| Dividends paid | $157.3M | $134.0M | $135.7M | $127.1M |
SEC XBRL, fiscal years, as known on 2026-10-28
PECO Stock Sonar score 5/7 axes
Find similar shapesComparePECO ranks highest on growth (81st percentile) and institutional and government (76th), and lowest on risk and compliance (32nd), among Real Estate peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
PECO filings, in plain words
Have members of Congress traded PECO?
Yes, but not in the year to 2026-10-28; the latest on record is a sale by Lisa McClain dated 2025-08-04.
Read the full summary
Members of Congress have disclosed trades in PECO, none in the last year; the latest on record is a sale by Lisa McClain dated 2025-08-04. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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