Phillips Edison & Co

PECO

Market cap $4.43B

Investors with an interest in REIT and Equity Trust - Retail stocks have likely encountered both Phillips Edison & Company, Inc. (PECO) and Regency Centers (REG). But which of these two stocks is more attractive to value investors?

The S&P 600 Small/MidCap index offers high-yield dividend opportunities, with 33 out of 53 top-yielding stocks meeting both the 'safer' and IDEAL dividend Dogcatcher criteria. Top ten S&P600 dividend 'dogs' are projected to deliver 24% to 93% net gains by November 2026, based on analyst targets and current yields. Stocks like KNTK, SM, CRGY, and DEI stand out for strong total return potential, but investors should beware of negative free cash flow in some high-yield picks.

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).

Whenever we speak of the Nasdaq Composite Index, the first thing that comes to mind is the large valuations, big tech companies, and stable cash flow.

Most investors are in a quandary today, as they wonder whether or not to take profits on their tech gains and rotate into monthly dividend stocks.

CINCINNATI, Nov. 05, 2025 (GLOBE NEWSWIRE) -- Phillips Edison & Company, Inc. (Nasdaq: PECO) (“PECO” or “the Company”), one of the nation's largest owners and operators of high-quality, grocery-anchored neighborhood shopping centers, today announced that the Company's Board of Directors declared monthly dividend distributions of $0.1083 per share of the Company's common stock payable on December 2, 2025; January 6, 2026; February 3, 2026; and March 3, 2026 to stockholders of record as of November 17, 2025; December 15, 2025; January 15, 2026; and February 17, 2026, respectively. Operating partnership unit holders receive distributions at the same rate as common stockholders, subject to the required tax withholding.

NEW YORK , Nov. 4, 2025 /PRNewswire/ -- Cohen & Steers Income Opportunities REIT, Inc. ("CNSREIT") announced today its acquisition of Rio Hill Shopping Center, a grocery-anchored open-air shopping center in the Charlottesville, VA market. The acquisition was made through a programmatic joint venture with Phillips Edison & Company (NASDAQ: PECO – "PECO"), a publicly-traded owner and operator of grocery-anchored U.S. neighborhood shopping centers.

AI-driven tech stocks dominate 2025 returns, leaving dividend and high-yield ETFs lagging due to limited AI exposure. REITs face mixed fortunes: ARE and DOC struggle with life science oversupply, while IVT, AMT, ADC, and VICI offer attractive dividend growth and value. My current buy list focuses on undervalued REITs and ETFs with strong dividend growth.

Phillips Edison & Company (PECO) is well-positioned to capitalize on industry trends, boasting strong fundamentals, high occupancy, and necessity-based retail tenants. PECO's robust lease spreads, accretive development pipeline, and low payout ratio support future dividend growth and stable Core FFO growth despite a modest current yield. The REIT benefits from long-term debt maturities and is poised to gain from potential interest rate cuts, though economic uncertainty and consumer risks remain.

Phillips Edison & Company offers compelling value with a resilient, grocery-anchored REIT portfolio, high occupancy, and strong lease spreads. PECO trades at a forward P/FFO of 13.4 and a 3.8% dividend yield, below historical and peer valuations, supporting an attractive entry point. Robust tenant demand, disciplined capital recycling, and a solid development pipeline underpin expectations for steady FFO growth and low-teen total returns.