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Phillips Edison & Company(PECO) - 2025 Q2 - Earnings Call Presentation
2025-07-25 16:00
Company Overview - PECO's total enterprise value is $7.3 billion[7] - The company's dividend yield is 3.5%, based on an annualized rate of $1.23 per share[7] - PECO retains 94% of its portfolio[7] Portfolio Composition & Strategy - 70% of PECO's ABR (Annual Base Rent) comes from necessity-based neighbors[7] - 85% of PECO's ABR is anchored by 1 or 2 grocery sales[7] - Grocery/Pharmacy/Liquor account for 23% of imported COGS (Cost of Goods Sold)[34] Financial Performance & Guidance - PECO's Q2 2025 Net Income per Share is $0.31[54] - The company's Core FFO (Funds From Operations) per share for Q2 2025 is $1.29[54] - PECO projects a full-year 2025 Core FFO per share between $2.55 and $2.60[54] - Same-Center NOI (Net Operating Income) growth is guided between 3.10% and 3.60% for full-year 2025[54] Acquisition Activity - PECO's 2025 YTD (Year-to-Date) acquisitions total $279.7 million[54] - The company anticipates total acquisitions between $350 million and $450 million for full-year 2025[54] - PECO has acquired 1,173,733 GLA (Gross Leasable Area) in 2025 YTD acquisitions[52]
Important August 19, 2025 Deadline Reminder: Kessler Topaz Meltzer & Check, LLP Reminds Apple Inc. Investors of Securities Fraud Class Action Lawsuit
GlobeNewswire News Room· 2025-07-25 15:56
Core Viewpoint - A securities class action lawsuit has been filed against Apple Inc. for allegedly making false and misleading statements regarding the integration of advanced AI-based Siri features into its devices, which may impact iPhone 16 sales and overall business prospects [2][4]. Group 1: Lawsuit Details - The lawsuit was filed in the United States District Court for the Northern District of California on behalf of investors who purchased Apple securities between June 10, 2024, and June 9, 2025 [1]. - The lead plaintiff deadline for the lawsuit is August 19, 2025 [1][3]. Group 2: Allegations Against Apple - The complaint alleges that Apple misstated the time required to integrate advanced AI-based Siri features, making it unlikely these features would be available for the iPhone 16 [2]. - The absence of these advanced features is claimed to negatively affect iPhone 16 sales, leading to an overstatement of Apple's business and financial prospects [2]. Group 3: Lead Plaintiff Process - Investors may seek to be appointed as a lead plaintiff representative of the class by the deadline or may choose to remain absent [3]. - The lead plaintiff will act on behalf of all class members and select counsel to represent the class [3]. Group 4: Firm Background - Kessler Topaz Meltzer & Check, LLP has a reputation for prosecuting class actions and has recovered billions for victims of corporate misconduct [4].
'Not how the DOJ works!': Ex-prosecutor slams 'outrageous' meeting with Maxwell
MSNBC· 2025-07-25 15:40
Joining us now, NBC News justice reporter Ryan Riley, MSNBC legal analyst and former federal prosecutor Christy Greenberg, and MSNBC political analyst and chief White House correspondent at the New York Times, Peter Baker. So Ryan, what's the latest we're hearing from the Justice Department about today's discussions with Maxwell. you know, so they yesterday they came out and said that there, you know, the defense attorney said that they had these ongoing meetings that she was, you know, honest.But I I think ...
UIS vs. DXC: Which IT Services Stock is the Better Buy Now?
ZACKS· 2025-07-25 15:36
Key Takeaways DXC is gaining traction with a 1.2 book-to-bill ratio and 20% bookings growth in 4Q25.UIS saw a more than 80% y/y surge in total contract value, led by DSS and cybersecurity demand.DXC ended fiscal 2025 with $1.8B in cash and plans share repurchases amid strategic execution progress.Unisys Corporation (UIS) and DXC Technology Company (DXC) are two legacy players in the global IT services space, both undergoing significant transformations to stay relevant in an era driven by digital modernizati ...
Intel Post Q2 Sales Beat, Analysts Expect Turnaround To Take Years
Benzinga· 2025-07-25 15:31
Shares of Intel Corp INTC tanked in early trading on Friday, after the company on Thursday reported disappointing earnings for the second quarter.Here are some key analyst takeaways.BofA Securities analyst Vivek Arya reiterated a Neutral rating and price target of $25.Rosenblatt Securities analyst Kevin Cassidy reaffirmed a Sell rating and price target of $14.Benchmark analyst Cody Acree maintained a Hold rating on the stock.Needham analyst Quinn Bolton reiterated a Hold rating.Check out other analyst stock ...
Will Modular CapEx and M&A Keep Sterling in Growth Mode?
ZACKS· 2025-07-25 15:25
Key Takeaways Sterling's E-Infrastructure backlog rose 27% YoY to $1.2B, with 65% tied to high-demand data center projects.STRL's $505M acquisition of CEC Facilities expands its Texas reach and cross-sell potential in key sectors.FY25 EPS is forecast to grow 41.2%, as STRL ramps modular capacity and lifts capex to up to $80M.Sterling Infrastructure, Inc. (STRL) is actively investing in enhancing its modular construction capabilities and inorganic business initiatives. The current market demand is actively s ...
Should Investors Buy Microsoft Stock Ahead of Q4 Earnings Release?
ZACKS· 2025-07-25 15:25
Key Takeaways MSFT will report Q4 fiscal 2025 results on July 30, with revenues expected to grow 13.88% to $73.71 billion.Azure cloud growth is projected to be 34-35% in constant currency, driving the Intelligent Cloud segment.Microsoft's $80 billion AI infrastructure investment offers the company a sustained competitive advantage.Microsoft (MSFT) is slated to report fourth-quarter fiscal 2025 results on July 30.The Zacks Consensus Estimate for revenues is pegged at $73.71 billion, indicating growth of 13.8 ...
Alphabet: Too Cheap Given The AI Potential
Seeking Alpha· 2025-07-25 15:24
Alphabet Inc., aka Google (NASDAQ: GOOG , GOOGL), beat consensus expectations for the second quarter in terms of its earnings and revenues. Alphabet up-sized its CapEx plan as well, by a material $10.0B compared to the previous guidance, and theAnalyst’s Disclosure:I/we have a beneficial long position in the shares of GOOG, AAPL, AMZN, META either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (oth ...
Top Wind Energy Stocks That Will Drive Long-Term Portfolio Growth
ZACKS· 2025-07-25 15:16
Key Takeaways U.S. wind power hit 153 GW in 2024, now fueling 10% of utility-scale electricity generation.Tax credits, tech advances and rising AI-driven demand are boosting wind energy expansion.Stocks like ACA, D, BEP, and DTE benefit from strong orders, investment plans and renewables push.An updated edition of the Jun 11, 2025 article.Renewable energy is increasingly recognized for its significant role in combating climate change, reducing carbon emissions and enhancing energy security globally. Among v ...
Empowering Indonesia with AI: Indosat Ooredoo Hutchison & DDN’s Vision for a Sovereign Future
DDN· 2025-07-25 15:13
My name is Vicramsa. I'm the chief executive officer of Indoat Oridu Hutcherson. IndoSat is the first brand 57 year back which connected Indonesia to the world.People have lot of expectation from Indoat and our mission is bestly on how we can help Indonesia early adaptation and democratize AI. Last year we got our AI factory up and running and we have seen some very good early trends. Our first focus was banking financial services and we have seen some significant value also with agentic on on call center h ...