Welcome to our dedicated page for Phillips Edison & Company SEC filings (Ticker: PECO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings page for Phillips Edison & Company, Inc. (Nasdaq: PECO) provides access to the company’s official regulatory disclosures as a Maryland-incorporated real estate investment trust. Through these filings, investors can review how PECO reports its financial condition, operating performance and material corporate events related to its grocery-anchored neighborhood shopping center portfolio.
Key documents include current reports on Form 8-K, which the company uses to announce quarterly and annual earnings results, updated guidance for net income per share, Nareit funds from operations (FFO) per share and Core FFO per share, same-center net operating income (NOI) expectations, and details of acquisitions and credit facility amendments. Form 8-K filings also cover Board-approved monthly dividend distributions, including per-share amounts and anticipated payment dates, as well as material definitive agreements such as amendments to the company’s credit agreement that modify interest rate terms and incorporate sustainability-related key performance indicators.
Investors can also reference PECO’s Annual Report on Form 10-K and other periodic reports, which are cited in the company’s forward-looking statements and risk factor disclosures. These documents describe risks related to economic conditions, local market dynamics, leasing, tenant stability, debt, environmental matters, REIT qualification and other factors that may affect the company’s grocery-anchored retail real estate operations.
On Stock Titan, PECO’s filings are updated as they become available from the SEC’s EDGAR system. AI-powered summaries help explain complex sections of lengthy filings, highlight key metrics such as guidance ranges and portfolio activity, and point out important items like dividend declarations, credit facility changes and virtual business update materials. Users can quickly scan these summaries, then open the full filings for deeper review of Phillips Edison & Company’s regulatory history and disclosures.
Phillips Edison & Company, Inc. (PECO) disclosed a Form 4 by its Chairman and CEO reporting a trust transfer dated 11/12/2025. The filing notes a transfer of non-voting units in Junebug Trust I, LLC representing 1,999,800 shares to the Jeffrey Edison Family Trust in exchange for a promissory note of equal value, for estate planning purposes. Junebug Trust I, LLC continues to own the shares and Mr. Edison continues to control Junebug Trust I, LLC.
The filing also explains that PECO OP limited partnership interests (OP Units) are exchangeable one-for-one for the company’s common stock or cash at fair market value, have no expiration date, and are not subject to vesting.
Phillips Edison & Company, Inc. (PECO) announced that its Board approved monthly distributions of $0.1083 per share for November and December 2025 and January and February 2026. Stockholders of record on November 17, 2025; December 15, 2025; January 15, 2026; and February 17, 2026 are eligible. The distributions are expected to be paid on or around December 2, 2025; January 6, 2026; February 3, 2026; and March 3, 2026, respectively.
Operating partnership unit holders receive distributions at the same rate as common stockholders, subject to required tax withholding. The company furnished a press release announcing these distributions; it is included as Exhibit 99.1.
Phillips Edison & Company (PECO) reported stronger Q3 2025 results. Total revenues were $182.7 million, up from $165.5 million a year ago, driven mainly by higher rental income. Net income attributable to stockholders rose to $24.7 million, and EPS was $0.20.
The company continued to expand its portfolio, acquiring 11 properties and two outparcels for $282.0 million year-to-date, and sold two properties and one outparcel, recognizing a $9.8 million gain. As of quarter-end, PECO owned 303 wholly owned centers totaling 34.0 million square feet, with leased occupancy at 97.6%.
PECO issued $350 million of 5.250% senior notes due 2032, using proceeds to reduce the revolving credit facility, which was amended to a $1.0 billion capacity maturing in 2029. Operating cash flow was $252.1 million for the nine months. The monthly distribution was increased 5.7% in September to $0.1083 per share. Shares outstanding were 125.8 million as of October 17, 2025.
Phillips Edison & Company, Inc. (PECO) furnished materials announcing results for the quarter ended September 30, 2025, including a press release (Ex. 99.1) and a Third Quarter 2025 supplemental (Ex. 99.2).
The company will host a conference call on October 24, 2025 at 12:00 p.m. Eastern Time. Dial (800) 715-9871 (domestic) or (646) 307-1963 (international). A live webcast and replay will be available at https://events.q4inc.com/attendee/371251863. The information, including Exhibits 99.1 and 99.2, is being furnished and not filed.
Phillips Edison & Company, Inc. (PECO) Form 4: Jeffrey Edison, Chairman and CEO, reported transactions on 09/02/2025 converting and acquiring partnership units in the company’s operating partnership. 3,556.207 Class C Units converted to OP Units and are reflected as 3,556.207 common stock equivalent shares (unvested), with those Class C Units earned in lieu of cash dividends and set to vest in full on December 31, 2025 subject to continued service. On the same date Mr. Edison acquired or converted large amounts of OP Units including 1,999,800 OP Units and additional OP Units held indirectly across multiple entities and trusts, resulting in reported common share equivalents of 2,008,479.492 (direct) and sizable indirect holdings across family and trust entities. The Form clarifies OP Units are exchangeable one-for-one for cash or common stock and have no expiration.
Phillips Edison & Company, Inc. announced a Third Amendment to its Amended Credit Agreement that removes the credit spread adjustment to the Secured Overnight Financing Rate and adds specified sustainability key performance indicators (KPIs) that can trigger adjustments to the interest rate margin based on the Company’s performance against those KPIs. The amendment leaves all other terms unchanged. Separately, the Board approved increased monthly distributions of $0.1083 per share for September and October 2025, payable on or about October 1, 2025 and November 4, 2025, respectively; operating partnership units receive distributions at the same rate subject to withholding. A press release is filed as Exhibit 99.1.
On 28 Jul 2025, Phillips Edison & Company, Inc. (PECO) filed a Form 8-K under Item 8.01 to alert investors that it has replaced the “Material U.S. Federal Income Tax Considerations” section contained in its 7 Feb 2025 Form S-3 shelf registration statement (File Nos. 333-284765 & 333-284765-01). The revised discussion is provided as Exhibit 99.1 to this current report and now governs the tax treatment of any securities issued off the shelf.
No financial metrics, acquisitions, or operational updates are included. Item 9.01 lists two exhibits: (i) the updated tax narrative and (ii) the cover-page iXBRL file. The filing is procedural, ensuring regulatory accuracy and investor clarity before PECO conducts future capital-market activity under its registration statement.