PECO Phillips Edison & Company, Inc. Common Stock
XNAS 37.27 DelayedStock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
PECO
$37.27
—
Key stats
$37.27
- 52-Week Range
- $33.10 – $44.38
- YTD
- +5.67%
- IV Rank (30D)
- 78.95
- Straddle Price
- $3.23
- P/C Vol Ratio
- 0.00
- Market Cap
- $4.9B
- Open
- $38.27
- Day Range
- $37.16 – $38.50
- Volume
- 1,589,330
- Prev Close
- $38.14
Fair Value
MODEL: NEUTRAL
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.15% |
| Beta vs SPY | 0.62 |
| Cost of Equity (CAPM) | 8.25% (VRP-adj) |
| WACC | 7.32% |
| Volatility Risk Premium | +63.0pp (IV − HV30) |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +3.8% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.04 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $-0.1B |
| Return on Equity (TTM) | 6.0% |
| Book / Price | 51.5% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 100.0% |
| FCF Margin (TTM) | -16.4% |
| Debt / Equity | 0.92 |
| Quality Score | 2/6 — normal (10y DCF) |
| SMA 50 | $38.36 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $37.59 |
| Bollinger Width / SMA20 | 8.5% (drives anchor stability) |
| Net Debt | $2.4B |
| Market Cap | $5B |
Peers used for multiples: DLR, O, PLD, VTR, WELL
(filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
12%
20-Day Fair Value
≈ by Nov 20, 2026
$37.51
α +0.6%
rank 27%
conviction
42%
40-Day Fair Value
≈ by Dec 21, 2026
$37.60
α +0.9%
rank 18%
conviction
27%
60-Day Fair Value
≈ by Jan 19, 2027
$37.38
α +0.3%
rank 23%
conviction
12%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | $33.31 | 20% | |
| Peer P/E | $102.39 | 8% | median 85.8× · 5 peers |
| Peer EV/EBITDA | $73.41 | 8% | median 25.3× · 5 peers |
| Peer P/B | $45.50 | 8% | median 2.4× · 5 peers |
| Peer P/S | $53.82 | 8% | median 9.6× · 5 peers |
| Market Anchor (SMA50) | $38.36 | 50% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $37.84 | 0% | 7 strikes · skew -0.88 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- REAL ESTATE INVESTMENT TRUSTS (6798) · industry map
- Exchange
- XNAS
- Market Cap
- $4.9B
- Employees
- 320
- List Date
- 2016-01-22
- CIK
- 0001476204
- Next Earnings
- 2026-10-26 (After-Close)
- EPS Forecast
- $0.70 (5 est.)
- Headquarters
- Cincinnati, OH
- Homepage
- https://www.phillipsedison.com
Phillips Edison & Co Inc is a real estate investment trust. The company also operates a third-party investment management business providing property management and advisory services to four unconsolidated institutional joint ventures, in which it has a partial ownership interest, and one private fund. It invests in well-occupied, grocery-anchored neighborhood and community shopping centers. It holds an integrated in-house operating platform built on a market of expertise designed to optimize property value and consistently deliver a great shopping experience.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -- | -6.36% | 5.61% | -5.27% | -1.68% | 2.72% | -1.00% |
| Feb | -- | 0.97% | 0.92% | 0.93% | 2.76% | 8.36% | 2.79% |
| Mar | -- | 7.40% | -3.46% | 1.01% | -1.99% | -5.91% | -0.59% |
| Apr | -- | -2.59% | -2.98% | -6.76% | -5.86% | 7.85% | -2.07% |
| May | -- | 1.35% | -7.55% | -2.23% | 1.43% | 0.70% | -1.26% |
| Jun | -- | -0.33% | 17.31% | 2.22% | -2.56% | 5.93% | 4.51% |
| Jul | 0.61% | 0.15% | 3.25% | 7.67% | -3.95% | 2.37% | 1.68% |
| Aug | 7.09% | -3.34% | -4.62% | 4.79% | 4.95% | -8.41% | 0.08% |
| Sep | 2.54% | -14.51% | -1.61% | 2.44% | -2.25% | -4.06% | -2.91% |
| Oct | -4.07% | 3.72% | 7.16% | 0.59% | -0.91% | -0.59%* | 0.98% |
| Nov | 2.15% | 6.37% | 2.12% | 4.50% | 4.78% | -- | 3.98% |
| Dec | 5.29% | -0.50% | 2.21% | -4.63% | 0.94% | -- | 0.66% |
| Total | 13.99% | -9.22% | 17.34% | 4.28% | -4.86% | 7.74% | 4.88% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $37.59
SMA 50: $38.36
SMA 200: $39.08
Current: $37.27
EMA 12: $37.71
EMA 26: $37.85
MACD: -0.1457 | Signal: 0.1018
BEARISH
ADX (14): 18.99
RANGE
+DI: 21.77
−DI: 18.88
Momentum Oscillators
RSI (14): 42.61
NEUTRAL
Stoch %K: 54.47
Stoch %D: 66.81
Williams %R: -74.55
Volume & Volatility
BB Upper: $38.18
BB Lower: $36.99
NEUTRAL
OBV: -9,515,020
Vol SMA 20: 1,289,878
Vol ROC: 59.96%
ATR: $0.68
True Range: $1.34
HV 20: 14.9%
HV 30: 13.7%
HV 60: 13.6%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall Assessment: BEARISH (Confidence Level: 7/10)
Key Drivers:
- Bearish MACD signal
- Weak ADX regime indicating a lack of momentum
- RSI neutral, suggesting no strong buying or selling pressure
- Recent negative news sentiment
Primary Risks:
- High volatility and risk relative to the market (beta <0)
- Negative beta indicates stock moves opposite to the market
Investment Thesis:
The stock appears to be in a downtrend, with bearish technical signals outweighing bullish indicators. The recent negative news sentiment has contributed to this bearish momentum. However, the options market is pricing a moderate move by expiration, which could provide an opportunity for traders to capitalize on a potential bounce.
Recent News Sentiment Impact:
The recent positive news headlines have been overshadowed by the overall bearish tone in the stock's technical indicators and volatility metrics.
Technical Analysis
Trend Direction: Bearish (Short-term, Medium-term, Long-term)
Support/Resistance Levels:
- Lower Bollinger Band: $39.44
- Recent lows: $38.30
- SMA 200: $38.30
Momentum Signals:
- MACD signal: -0.51 / Signal: -0.29 / Histogram: -0.22 (bearish)
- RSI interpretation: Neutral (39.66)
Volume Analysis:
- Volume SMA 20: 804570.65
- On-Balance Volume (OBV): -2078754.75
- Volume Rate of Change: -51.20%
News & Sentiment Analysis
Recent Headlines Summary:
The majority of recent news headlines have been positive, highlighting the company's dividend payments and regular announcements.
Sentiment Assessment: POSITIVE
Catalyst Identification:
No immediate catalysts are apparent, but the upcoming quarterly earnings report could provide a potential turning point for the stock.
Market Narrative:
The positive news sentiment has been somewhat tempered by the overall bearish technical signals and volatility metrics.
Risk & Volatility Assessment
Beta Interpretation: Negative beta indicates that the stock moves opposite to the market.
Volatility Regime: High volatility relative to historical levels.
Options Market Signals:
- IV rank: 18.5% (Low)
- Current IV: 58.5%
- Expected Move: $3.52 (35 DTE), 7-DTE: $2.67
- Volume Flow: 6 calls vs 0 puts
- Open Interest: 5 calls vs 0 puts
Downside Protection:
The lower Bollinger Band and recent lows provide support levels, while the options market is pricing a moderate move by expiration.
Market Context & Positioning
Sector Performance:
The Real Estate sector has been generally trending upwards, with the company's stock lagging behind.
Institutional Activity:
Volume patterns suggest institutional interest in the stock, which could lead to increased volatility and trading activity.
Correlation Analysis:
The stock moves opposite to the market, as indicated by its negative beta.
Relative Valuation:
The stock appears undervalued relative to its sector peers.
Key Levels & Action Items
Critical Price Levels:
- Lower Bollinger Band: $39.44
- Recent lows: $38.30
- SMA 200: $38.30
Breakout/Breakdown Levels:
- Resistance: Upper Bollinger Band: $44.77
- Support: Lower Bollinger Band: $39.44
Time-Sensitive Catalysts:
The upcoming quarterly earnings report could provide a potential turning point for the stock.
Risk Management:
A stop-loss level around $38.50 and position sizing considerations are recommended to manage risk.
Generated
News
All PECO news →
Earnings History
15 of 15 under expected move
Avg Expected Move
8.66%
Avg Actual Move
1.20%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2022-02-10 | After-Close | 9.04% | 1.14% | 0.13x | Within |
| 2023-05-02 | After-Close | 9.50% | 2.03% | 0.21x | Within |
| 2023-08-01 | After-Close | 5.27% | 1.04% | 0.20x | Within |
| 2023-10-31 | After-Close | 4.56% | 2.27% | 0.50x | Within |
| 2024-02-08 | After-Close | 3.82% | 0.52% | 0.14x | Within |
| 2024-04-25 | After-Close | 10.36% | 0.97% | 0.09x | Within |
| 2024-07-25 | After-Close | 7.31% | 0.50% | 0.07x | Within |
| 2024-10-24 | Pre-Market | 15.54% | 0.00% | 0.00x | Within |
| 2025-02-06 | After-Close | 7.31% | 1.94% | 0.27x | Within |
| 2025-04-24 | Pre-Market | 11.32% | 1.59% | 0.14x | Within |
| 2025-07-24 | After-Close | 4.10% | 0.58% | 0.14x | Within |
| 2025-10-23 | After-Close | 8.50% | 0.70% | 0.08x | Within |
| 2026-02-05 | Pre-Market | 10.14% | 1.61% | 0.16x | Within |
| 2026-04-23 | After-Close | 11.14% | 1.08% | 0.10x | Within |
| 2026-07-23 | After-Close | 11.95% | 1.99% | 0.17x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
PECO Options Activity & IV Rank
PECO IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 40.3%
7-DTE IV: —
Expected Move: $3.23
7-DTE Move: $3.23
Days to Exp: 30 (2026-11-20)
Options Flow
Call Volume: 325
Put Volume: 0
P/C Volume: —
BULLISH
Call OI: 3
Put OI: 0
P/C OI: —
Total OI: 3
ATM Options Pricing
ATM Call: $2.85
ATM Put: $0.38
Call %: 7.6%
Put %: 1.0%
Chain Summary
Chain Volume: 401
Chain OI: 109
Last Updated: 10/21/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
HIGH γ vs HISTORY
Estimated net dealer gamma is at the 83rd percentile of this name's own daily history, near the high end of its range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
83%
vs own history
GEX tilt
+1.00
OI-weighted, today
Vanna tilt
+0.52
δ-sensitivity to IV
Charm tilt
-0.99
δ-decay vs time
Vanna tilt +0.52: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.99: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 3 ATM contracts, 0k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
as of Oct 21 · No data
30 DTE / 10d
—
—
pts
EXTREME
as of Oct 21 · ATM 34.9% / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)79.0HighOct 21
Straddle Price (30 DTE)$3.23Oct 21
Beta Analysis
Risk Metrics
Beta: -0.0857
Alpha: 9.88%
Correlation: -0.0703
R-Squared: 0.5%
Stock Volatility: 15.5%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Negative beta - stock moves opposite to market
Negative beta - stock moves opposite to market
Beta & Alpha Over Time
Notable investors who own PECO
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $28.4M | #556 of 3138 | +73.4% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $9.7M | #1599 of 3716 | +98.3% | 13F | |
| Point72 Hedge fund Steve Cohen | $1.5M | #1367 of 1945 | -34.4% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $105K | #2965 of 4729 | -10.7% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
PECO Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 138,982,250 (as of 2026-06-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
5 filers$1.83M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Jane Street Group, LLC Custodian | $682.57K | 37.23% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $412.04K | 22.48% | 2026-06-30 |
| 3 | Susquehanna International Group, LLP Custodian | $399.55K | 21.79% | 2026-06-30 |
| 4 | Wolverine Trading, LLC Custodian | $260.07K | 14.19% | 2025-09-30 |
| 5 | Simplex Trading, LLC Custodian | $79.08K | 4.31% | 2026-06-30 |
2 filers$41.62K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | GROUP ONE TRADING LLC Custodian | $20.81K | 50.00% | 2026-06-30 |
| 2 | Simplex Trading, LLC Custodian | $20.81K | 50.00% | 2026-06-30 |
PECO Insider Trading (Form 4)
Latest: 2026-05-14Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-05-14 | Devin Ignatius Murphy | Director | Grant (A) | +2,901 RSU | — | EDGAR | |
| 2026-05-14 | Anthony E Terry | Director | Award (A) | +2,901 | — | EDGAR | |
| 2026-05-14 | Gregory S. Wood | Director | Award (A) | +2,901 | — | EDGAR | |
| 2026-05-14 | Stephen R Quazzo | Director | Award (A) | +2,901 | — | EDGAR | |
| 2026-05-14 | Leslie T Chao | Director | Award (A) | +2,901 | — | EDGAR | |
| 2026-05-14 | John A. Strong | Director | Award (A) | +2,901 | — | EDGAR | |
| 2026-05-14 | Parilee Edison Wang | Director | Grant (A) | +2,901 RSU | — | EDGAR | |
| 2026-05-14 | Jane Silfen | Director | Award (A) | +2,901 | — | EDGAR | |
| 2026-05-14 | Elizabeth Fischer | Director | Award (A) | +2,901 | — | EDGAR | |
| 2026-05-04 | Parilee Edison Wang | Director | Exer (M) | — | — | EDGAR | |
| 2026-05-04 | Devin Ignatius Murphy | Director | Exer (M) | — | — | EDGAR | |
| 2026-03-03 | Jennifer L Robison | Chief Accounting Officer & SVP | Mixed | +2,673 | $39.28 | -$35.0K | EDGAR |
| 2026-03-03 | Joseph Schlosser | EVP, Chief Operating Officer | Tax (F) | −633 | $39.28 | -$24.9K | EDGAR |
| 2026-03-03 | Devin Ignatius Murphy | Director | Exer (M) | — | — | EDGAR | |
| 2026-03-03 | John P Caulfield | CFO, EVP & Treasurer | Mixed | +12,016 RSU | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
PECO Insider Holdings
14 insiders · @ $37.27
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Jeffrey Edison | Chairman and CEO | 231,721 | $8.64M | $1.40M | 25 | 2026-03-03 |
| 2 | Leslie T Chao | Director | 55,180 | $2.06M | $487.8K | 7 | 2026-05-14 |
| 3 | Stephen R Quazzo | Director | 50,336 | $1.88M | $0 | 6 | 2026-05-14 |
| 4 | Jennifer L Robison | Chief Accounting Officer & SVP | 36,010 | $1.34M | $0 | 17 | 2026-03-03 |
| 5 | Gregory S. Wood | Director | 30,222 | $1.13M | $42.0K | 6 | 2026-05-14 |
| 6 | Robert F. Myers | President | 29,013 | $1.08M | $0 | 21 | 2026-03-03 |
| 7 | John A. Strong | Director | 27,151 | $1.01M | $0 | 6 | 2026-05-14 |
| 8 | Joseph Schlosser | EVP, Chief Operating Officer | 25,218 | $939.9K | $0 | 4 | 2026-03-03 |
| 9 | Parilee Edison Wang | Director | 24,990 | $931.4K | $0 | 5 | 2026-05-14 |
| 10 | Elizabeth Fischer | Director | 24,758 | $922.7K | $0 | 6 | 2026-05-14 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
PECO Board & Officers
As of SEC filings through May 14, 2026Directors 10
- Jeffrey Edison · since Apr 30, 2012
- Leslie T Chao · since Apr 30, 2012
- Stephen R Quazzo · since Nov 8, 2013
- Gregory S. Wood · since Apr 26, 2016
- John A. Strong · since Nov 16, 2018
- Elizabeth Fischer · since Nov 1, 2019
- Jane Silfen · since Nov 1, 2019
- Parilee Edison Wang · since Jun 29, 2023
- Anthony E Terry · since Oct 30, 2023
- Devin Ignatius Murphy · listed since Jul 2024
Officers 6
- Jeffrey Edison · Chairman and CEO · listed since Nov 2019
- Robert F. Myers · President · listed since Jan 2024
- John P Caulfield · CFO, EVP & Treasurer · listed since Mar 2022
- Joseph Schlosser · EVP, Chief Operating Officer · since Feb 12, 2025
- Jennifer L Robison · Chief Accounting Officer & SVP · listed since Jan 2019
- Tanya Brady · EVP, GC & Secretary · listed since Mar 2022
Changes in the last 10 years (25)
| Feb 12, 2025 | Joseph Schlosser became EVP, Chief Operating Officer |
| Jul 5, 2024 | Devin Ignatius Murphy first listed as a director in an SEC filing |
| Jun 25, 2024 | The company announced the departure of Devin Ignatius Murphy as Managing Director in an SEC filing |
| Jan 3, 2024 | Robert F. Myers listed as President (previously Chief Operating Officer & EVP) in SEC filings |
| Jan 3, 2024 | Devin Ignatius Murphy listed as Managing Director (previously President) in SEC filings |
| Oct 30, 2023 | Anthony E Terry became a director |
| Jun 29, 2023 | Parilee Edison Wang became a director |
| Mar 22, 2023 | The company announced the departure of Paul Massey from the board in an SEC filing |
| Mar 3, 2022 | Tanya Brady listed as EVP, GC & Secretary (previously SVP, GC & Secretary) in SEC filings |
| Mar 3, 2022 | Robert F. Myers listed as Chief Operating Officer & EVP (previously Chief Operating Officer & SVP) in SEC filings |
| Mar 3, 2022 | John P Caulfield listed as CFO, EVP & Treasurer (previously CFO, SVP & Treasurer) in SEC filings |
| Mar 13, 2020 | John P Caulfield listed as CFO, SVP & Treasurer (previously CFO & Treasurer) in SEC filings |
| Nov 1, 2019 | Jeffrey Edison listed as Chairman and CEO (previously CEO, President and Chairman) in SEC filings |
| Nov 1, 2019 | Jane Silfen became a director |
| Nov 1, 2019 | Elizabeth Fischer became a director |
| Nov 1, 2019 | Devin Ignatius Murphy listed as President (previously CFO, Secretary and Treasurer) in SEC filings |
| Aug 15, 2019 | John P Caulfield became CFO & Treasurer |
| May 24, 2019 | Robert F. Myers listed as Chief Operating Officer & SVP (previously Chief Operating Officer) in SEC filings |
| Mar 14, 2019 | Tanya Brady first on file as SVP, GC & Secretary |
| Jan 4, 2019 | Jennifer L Robison listed as Chief Accounting Officer & SVP (previously Chief Accounting Officer) in SEC filings |
| Jan 4, 2019 | Jeffrey Edison listed as CEO, President and Chairman (previously Chairman of the Board and CEO) in SEC filings |
| Nov 16, 2018 | John A. Strong became a director |
| Nov 16, 2018 | David W Garrison became a director |
| Nov 13, 2017 | Robert Mark Addy listed as Executive Vice President (previously Co-President and COO) in SEC filings |
| Oct 4, 2017 | Robert F. Myers became Chief Operating Officer |
Not reported recently (2)
- Robert Mark Addy · Last reported as Executive Vice President in an SEC filing dated Jan 3, 2020
- David W Garrison · Last reported as a director in an SEC filing dated Mar 14, 2019
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
ETF Holders
114 ETFs hold PECO
25 shown · $1.40B total exposure · 0.27% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJR iShares Core S&P Small-Cap ETF | iShares (BlackRock) | 0.28% | $292.4M | $103.1B | 2026-10-20 |
| 2 | VNQ Vanguard Real Estate ETF | Vanguard | 0.27% | $178.2M | — | 2026-09-30 |
| 3 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.01% | $150.2M | — | 2026-09-30 |
| 4 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.17% | $128.2M | $75.1B | 2026-10-20 |
| 5 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.06% | $108.1M | — | 2026-09-30 |
| 6 | VXF Vanguard Extended Market ETF | Vanguard | 0.06% | $54.2M | — | 2026-09-30 |
| 7 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.34% | $46.8M | $13.7B | 2026-10-20 |
| 8 | SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF | SPDR (State Street) | 0.29% | $44.9M | $15.7B | 2026-10-20 |
| 9 | FESM Fidelity Enhanced Small Cap Core ETF | Fidelity | 0.63% | $41.4M | $6.6B | 2026-10-20 |
| 10 | SCHH Schwab U.S. REIT ETF | Nport | 0.36% | $35.7M | — | 2026-05-31 |
| 11 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.05% | $35.2M | — | 2026-09-30 |
| 12 | DFAR Dimensional US Real Estate ETF | Dimensional | 0.38% | $31.4M | — | 2026-10-20 |
| 13 | VBK Vanguard Morningstar Small-Cap Growth ETF | Vanguard | 0.07% | $30.1M | — | 2026-09-30 |
| 14 | XSMO Invesco S&P SmallCap Momentum ETF | Invesco | 1.06% | $29.7M | — | 2026-10-20 |
| 15 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.16% | $28.5M | — | 2026-09-30 |
| 16 | IJT iShares S&P Small-Cap 600 Growth ETF | iShares (BlackRock) | 0.35% | $26.4M | $7.6B | 2026-10-20 |
| 17 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.11% | $24.3M | — | 2026-05-31 |
| 18 | USRT iShares Core U.S. REIT ETF | iShares (BlackRock) | 0.43% | $18.3M | $4.2B | 2026-10-20 |
| 19 | IJS iShares S&P Small-Cap 600 Value ETF | iShares (BlackRock) | 0.23% | $17.1M | $7.6B | 2026-10-20 |
| 20 | VIOO Vanguard S&P Small-Cap 600 ETF | Vanguard | 0.28% | $17.0M | — | 2026-09-30 |
| 21 | SLYG State Street® SPDR® S&P 600™ Small Cap Growth ETF | SPDR (State Street) | 0.35% | $16.2M | $4.6B | 2026-10-20 |
| 22 | REET iShares Global REIT ETF | iShares (BlackRock) | 0.28% | $13.4M | $4.7B | 2026-10-20 |
| 23 | SLYV State Street® SPDR® S&P 600™ Small Cap Value ETF | SPDR (State Street) | 0.23% | $10.8M | $4.7B | 2026-10-20 |
| 24 | DFGR Dimensional Global Real Estate ETF | Dimensional | 0.26% | $9.8M | $3.8B | 2026-10-20 |
| 25 | RWR State Street® SPDR® Dow Jones® REIT ETF | SPDR (State Street) | 0.49% | $8.8M | $1.8B | 2026-10-20 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
32.41
TTM Diluted EPS
$1.15
TTM Revenue
$749.88M
TTM Net Income
$143.71M
TTM Op. Cash Flow
$365.07M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $189.62M | $41.12M | $0.33 | $118.03M |
| Q1 '26 | 2026-03-31 | $189.73M | $30.38M | $0.24 | $55.56M |
| Q4 '25 | 2025-12-31 | $187.86M | $47.52M | $0.38 | $96.06M |
| Q3 '25 | 2025-09-30 | $182.67M | $24.68M | $0.20 | $95.42M |
| Q2 '25 | 2025-06-30 | $177.75M | $12.78M | $0.10 | $96.12M |
| Q1 '25 | 2025-03-31 | $176.97M | $26.31M | $0.21 | $60.54M |
| Q4 '24 | 2024-12-31 | $173.05M | $18.14M | $0.15 | $84.00M |
| Q3 '24 | 2024-09-30 | $165.53M | $11.60M | $0.09 | $109.11M |
| Q2 '24 | 2024-06-30 | $161.51M | $15.27M | $0.12 | $78.46M |
| Q1 '24 | 2024-03-31 | $160.63M | $17.67M | $0.14 | $63.14M |
| Q4 '23 | 2023-12-31 | $154.45M | $13.53M | $0.11 | $71.98M |
| Q3 '23 | 2023-09-30 | $152.47M | $12.24M | $0.10 | $88.60M |
Q2 2026 • period ending 2026-06-30 • filed 2026-07-24
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
32.41
P/B
1.94
P/S
6.91
EV/EBITDA
15.85
EV/Sales
10.17
ROE
5.4%
ROA
2.6%
Div Yield
3.32%
FCF Yield
7.05%
Debt/Equity
0.92
Current Ratio
—
Market Cap
$5.18B
as of 2026-10-21
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
4.96M
SI % of Float
3.87%
Days to Cover
3.74
Short Vol Ratio
37.5%
Free Float
127.93M
Float %
99.4%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-24