Symbols / WHLRD Stock $36.00 +0.42% Wheeler Real Estate Investment Trust, Inc.

Real Estate • REIT - Retail • United States • NCM
WHLRD (Stock) Chart
O: — H: — L: — C: — V: —
SMA 20: — SMA 50: — SMA 200: —
Stock Fundamentals
Scroll to Statements
Index EQUITY
Sector Real Estate
Industry REIT - Retail
CEO Mr. Michael Andrew Franklin
Exch · Country NCM · United States
Market Cap 33.60M
Enterprise Value 599.44M
Income -3.85M
Sales 99.41M
FCF (ttm) 3.20M
Book/sh -57.79
Cash/sh 55.01
Employees 49
Insider 10d —
IPO Jul 21, 2017
Div forward ($/yr)
Div TTM ($/yr)
Dividend Yield
Ex-Div Date
5Y Avg Yield
Yield vs 5Y Avg
Payout —
P/E —
Forward P/E -20.45
PEG —
P/S 0.34
P/B -0.62
P/C —
EV/EBITDA 11.48
EV/Sales 6.03
Quick Ratio 1.46
Current Ratio 2.66
Debt/Eq 502.93
LT Debt/Eq —
EPS (ttm) -1.87
EPS next Y -1.76
EPS Growth —
Revenue Growth -8.80%
EPS Gr Q/Q —
Rev Gr Q/Q —
Earnings (next) —
Earnings (prior) —
ROA 3.16%
ROE 13.77%
ROIC —
Gross Margin 66.76%
Oper. Margin 30.00%
Profit Margin 8.82%
Shs Outstand 0.00
Shs Float 179.69K
Insider Own 25.23%
Instit Own 22.08%
Short Float —
Short Ratio 23.14
Short Interest 8.71K
52W High 42.00
vs 52W High -14.29%
52W Low 30.82
vs 52W Low 16.81%
Beta 1.44
Impl. Vol. —
Rel Volume 0.34
Avg Volume 1.76K
Volume 592.00
Target (mean) —
Tgt Median —
Tgt Low —
Tgt High —
# Analysts —
Recom None
Prev Close $35.85
Price $36.00
Change 0.42%
About

Wheeler Real Estate Investment Trust, Inc. is a Maryland corporation (taxed as a real estate investment trust) that focuses on owning and operating income producing retail properties with a primary focus on grocery-anchored shopping centers. Wheeler Real Estate Investment Trust, Inc. was founded and incorporated in 2011 in Virginia Beach, Virginia, USA.

Valuation Models

Price estimates from analyst targets and simple models.

1. Analyst consensus
—
Mean price target
2. Current target
$36.00
Latest analyst target
3. DCF / Fair value
—
Simplified FCF or EPS-based estimate
Ratings
Current target
$36.00
Low
—
High
—
Mean
—
Insider Transactions
Filed Date Insider Relationship Transaction Shares Price Value SEC
2024-12-31 URSA FUND MANAGEMENT, LLC Beneficial Owner of more than 10% of a Class of Security — 10,900 $26.73 $292,760
2024-12-20 URSA FUND MANAGEMENT, LLC Beneficial Owner of more than 10% of a Class of Security — 18,300 $25.10 $463,864
2024-12-12 URSA FUND MANAGEMENT, LLC Beneficial Owner of more than 10% of a Class of Security — 32,066 $25.11 $805,273
2024-12-03 URSA FUND MANAGEMENT, LLC Beneficial Owner of more than 10% of a Class of Security — 8,850 $26.14 $232,081
2024-11-25 URSA FUND MANAGEMENT, LLC Beneficial Owner of more than 10% of a Class of Security — 8,843 $25.01 $222,582
2024-11-18 URSA FUND MANAGEMENT, LLC Beneficial Owner of more than 10% of a Class of Security — 20,241 $22.95 $511,682
2024-08-12 MAGNOLIA GROUP, L.L.C. Beneficial Owner of more than 10% of a Class of Security — 3,516 $19.00 $66,804
Financials
Statement View
Amounts in millions (2 decimals, no suffix) • EPS per share (2 decimals) • Trend = period evolution • YoY Growth = previous period %
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Total Revenue
99.44
-4.90%
104.57
+2.20%
102.33
+33.51%
76.64
Operating Revenue
97.69
-4.60%
102.41
+2.07%
100.33
+33.43%
75.19
Cost Of Revenue
33.04
-6.35%
35.29
+1.19%
34.87
+35.52%
25.73
Reconciled Cost Of Revenue
33.04
-6.35%
35.29
-11.16%
39.72
+42.82%
27.81
Gross Profit
66.40
-4.17%
69.29
+2.72%
67.45
+32.49%
50.91
Operating Expense
34.65
-4.04%
36.11
-10.29%
40.25
+42.94%
28.16
Selling General And Administration
11.71
+8.46%
10.80
-8.12%
11.75
+36.31%
8.62
Selling And Marketing Expense
—
—
—
0.32
General And Administrative Expense
11.71
+8.46%
10.80
-8.12%
11.75
+36.31%
8.62
Salaries And Wages
—
—
—
2.28
Other Gand A
11.71
+8.46%
10.80
-8.12%
11.75
+36.31%
8.62
Total Expenses
67.70
-5.18%
71.40
-4.96%
75.12
+39.40%
53.89
Operating Income
31.75
-4.30%
33.18
+21.96%
27.20
+19.55%
22.75
Total Operating Income As Reported
43.22
+15.16%
37.53
+27.63%
29.41
+19.55%
24.60
EBITDA
68.87
+23.08%
55.96
-10.22%
62.33
+91.99%
32.47
Normalized EBITDA
52.66
-10.90%
59.09
+5.56%
55.98
+69.87%
32.96
Reconciled Depreciation
22.94
-9.37%
25.32
+7.03%
23.65
+35.46%
17.46
EBIT
45.93
+49.89%
30.64
-9.42%
33.83
+161.72%
12.93
Total Unusual Items
16.22
+616.93%
-3.14
-149.42%
6.35
+1392.67%
-0.49
Total Unusual Items Excluding Goodwill
16.22
+616.93%
-3.14
-149.42%
6.35
+1392.67%
-0.49
Special Income Charges
-2.88
-141.00%
-1.20
0.00
+100.00%
-0.76
Write Off
2.88
+141.00%
1.20
0.00
-100.00%
0.76
Net Income
8.77
+191.05%
-9.63
-105.50%
-4.69
+62.37%
-12.45
Pretax Income
14.86
+1987.50%
0.71
-88.39%
6.13
+172.38%
-8.47
Net Non Operating Interest Income Expense
-32.79
-2.03%
-32.14
-0.98%
-31.83
-5.95%
-30.04
Interest Expense Non Operating
31.06
+3.79%
29.93
+8.06%
27.70
+29.45%
21.39
Net Interest Income
-32.79
-2.03%
-32.14
-0.98%
-31.83
-5.95%
-30.04
Interest Expense
31.06
+3.79%
29.93
+8.06%
27.70
+29.45%
21.39
Interest Income Non Operating
0.96
+109.57%
0.46
-4.96%
0.48
+644.62%
0.07
Interest Income
0.96
+109.57%
0.46
-4.96%
0.48
+644.62%
0.07
Other Income Expense
15.91
+5040.68%
-0.32
-102.99%
10.76
+1010.15%
-1.18
Other Non Operating Income Expenses
-0.31
-110.91%
2.81
-36.18%
4.41
+738.35%
-0.69
Gain On Sale Of Security
19.10
+1083.32%
-1.94
-130.60%
6.35
+2259.48%
0.27
Tax Provision
0.03
+2500.00%
0.00
-97.92%
0.05
0.00
Tax Rate For Calcs
0.00
+24.57%
0.00
-82.07%
0.00
0.00
Tax Effect Of Unusual Items
0.03
+743.84%
-0.00
-108.87%
0.05
0.00
Net Income Including Noncontrolling Interests
14.84
+1986.78%
0.71
-88.31%
6.08
+171.82%
-8.47
Net Income From Continuing Operation Net Minority Interest
8.77
+191.05%
-9.63
-105.50%
-4.69
+62.37%
-12.45
Net Income From Continuing And Discontinued Operation
8.77
+191.05%
-9.63
-105.50%
-4.69
+62.37%
-12.45
Net Income Continuous Operations
14.84
+1986.78%
0.71
-88.31%
6.08
+171.82%
-8.47
Minority Interests
-6.07
+41.34%
-10.34
+3.96%
-10.77
-170.33%
-3.98
Normalized Income
-7.42
-14.13%
-6.50
+40.83%
-10.98
+8.18%
-11.96
Net Income Common Stockholders
-3.85
+82.64%
-22.18
+24.15%
-29.24
-35.92%
-21.51
Otherunder Preferred Stock Dividend
5.98
+39.85%
4.28
-72.03%
15.29
0.00
Diluted NI Availto Com Stockholders
-3.85
+82.64%
-22.18
+24.15%
-29.24
-35.92%
-21.51
Depreciation Amortization Depletion Income Statement
22.94
-9.37%
25.32
-11.18%
28.50
+45.86%
19.54
Depreciation And Amortization In Income Statement
22.94
-9.37%
25.32
-11.18%
28.50
+45.86%
19.54
Preferred Stock Dividends
6.64
-19.68%
8.27
-10.74%
9.26
+2.27%
9.06
Total Other Finance Cost
2.69
+0.79%
2.67
-42.12%
4.62
-46.99%
8.71
Line Item Trend 2023-12-31
Total Assets
668.33
Current Assets
52.93
Cash Cash Equivalents And Short Term Investments
18.40
Cash And Cash Equivalents
18.40
Receivables
13.13
Accounts Receivable
13.13
Gross Accounts Receivable
14.03
Allowance For Doubtful Accounts Receivable
-0.90
Restricted Cash
21.40
Assets Held For Sale Current
—
Total Non Current Assets
615.40
Net PPE
10.57
Gross PPE
10.57
Other Properties
10.57
Goodwill And Other Intangible Assets
19.06
Other Intangible Assets
19.06
Investments And Advances
10.69
Long Term Equity Investment
10.69
Non Current Deferred Assets
7.74
Non Current Prepaid Assets
2.22
Other Non Current Assets
0.00
Total Liabilities Net Minority Interest
526.80
Current Liabilities
34.88
Payables And Accrued Expenses
17.07
Current Debt And Capital Lease Obligation
17.81
Current Capital Lease Obligation
17.81
Other Current Liabilities
—
Total Non Current Liabilities Net Minority Interest
491.93
Long Term Debt And Capital Lease Obligation
487.90
Long Term Debt
477.57
Long Term Capital Lease Obligation
10.33
Other Non Current Liabilities
17.81
Preferred Securities Outside Stock Equity
0.37
Stockholders Equity
75.41
Common Stock Equity
-66.74
Capital Stock
142.16
Common Stock
0.00
Preferred Stock
142.16
Share Issued
0.00
Ordinary Shares Number
0.00
Treasury Shares Number
0.00
Additional Paid In Capital
258.11
Retained Earnings
-324.85
Gains Losses Not Affecting Retained Earnings
—
Minority Interest
66.12
Other Equity Adjustments
—
Total Equity Gross Minority Interest
141.53
Total Capitalization
552.99
Working Capital
18.05
Invested Capital
410.83
Total Debt
505.72
Net Debt
459.17
Capital Lease Obligations
28.14
Net Tangible Assets
56.35
Tangible Book Value
-85.80
Derivative Product Liabilities
3.65
Investment Properties
565.12
Line Of Credit
—
Preferred Shares Number
3.38
Preferred Stock Equity
142.16
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Operating Cash Flow
21.13
-18.69%
25.99
+24.14%
20.93
-31.94%
30.76
Cash Flow From Continuing Operating Activities
21.13
-18.69%
25.99
+24.14%
20.93
-31.94%
30.76
Net Income From Continuing Operations
14.84
+1986.78%
0.71
-88.31%
6.08
+171.82%
-8.47
Depreciation Amortization Depletion
22.94
-9.37%
25.32
+7.03%
23.65
+35.46%
17.46
Depreciation
—
25.32
-11.18%
28.50
+45.86%
19.54
Amortization Cash Flow
—
-3.43
+29.18%
-4.85
-133.24%
-2.08
Depreciation And Amortization
22.94
-9.37%
25.32
+7.03%
23.65
+35.46%
17.46
Amortization Of Intangibles
—
-3.43
+29.18%
-4.85
-133.24%
-2.08
Other Non Cash Items
4.91
+32.24%
3.72
+218.53%
-3.13
-131.77%
9.87
Stock Based Compensation
—
—
—
0.00
Provisionand Write Offof Assets
—
—
0.52
+44.60%
0.36
Asset Impairment Charge
3.80
+118.87%
1.74
+232.95%
0.52
-31.32%
0.76
Operating Gains Losses
-20.62
-1570.91%
-1.23
+69.27%
-4.01
-1392.57%
-0.27
Gain Loss On Investment Securities
-20.62
-1570.91%
-1.23
+69.27%
-4.01
-1392.57%
-0.27
Unrealized Gain Loss On Investment Securities
0.00
+100.00%
-0.84
-22.63%
-0.69
0.00
Change In Working Capital
-4.75
-38.87%
-3.42
-129.62%
-1.49
-113.48%
11.05
Change In Receivables
-3.02
-58.74%
-1.91
-1749.51%
-0.10
+94.75%
-1.96
Changes In Account Receivables
—
—
—
-1.22
Change In Payables And Accrued Expense
-0.37
-760.47%
-0.04
-103.16%
1.36
-84.25%
8.63
Change In Payable
-0.37
-760.47%
-0.04
-103.16%
1.36
-84.25%
8.63
Change In Account Payable
-0.37
-760.47%
-0.04
-103.16%
1.36
-84.25%
8.63
Change In Other Working Capital
-1.35
+7.95%
-1.47
+46.41%
-2.75
-162.66%
4.38
Investing Cash Flow
32.14
+107.60%
15.48
+149.11%
-31.52
+76.39%
-133.51
Cash Flow From Continuing Investing Activities
32.14
+107.60%
15.48
+149.11%
-31.52
+76.39%
-133.51
Capital Expenditure
—
—
-20.02
-135.24%
-8.51
Capital Expenditure Reported
—
—
-20.02
-135.24%
-8.51
Net Investment Purchase And Sale
-10.00
-1900.00%
-0.50
+95.00%
-10.00
0.00
Purchase Of Investment
-10.00
-1900.00%
-0.50
+95.00%
-10.00
0.00
Financing Cash Flow
-65.36
-217.89%
-20.56
-275.78%
-5.47
-104.63%
118.20
Cash Flow From Continuing Financing Activities
-65.36
-217.89%
-20.56
-275.78%
-5.47
-104.63%
118.20
Net Issuance Payments Of Debt
-15.18
-554.02%
3.34
-70.88%
11.48
-91.57%
136.19
Issuance Of Debt
25.25
-24.00%
33.22
-73.04%
123.23
-69.19%
400.00
Repayment Of Debt
-40.43
-35.30%
-29.88
+73.26%
-111.75
+57.64%
-263.81
Long Term Debt Issuance
25.25
-24.00%
33.22
-73.04%
123.23
-69.19%
400.00
Long Term Debt Payments
-40.43
-35.30%
-29.88
+73.26%
-111.75
+57.64%
-263.81
Net Long Term Debt Issuance
-15.18
-554.02%
3.34
-70.88%
11.48
-91.57%
136.19
Repurchase Of Capital Stock
—
—
—
0.00
Net Other Financing Charges
-50.18
-109.93%
-23.90
-41.01%
-16.95
+5.75%
-17.98
Changes In Cash
-12.09
-157.81%
20.91
+230.21%
-16.06
-203.96%
15.45
Beginning Cash Position
60.72
+52.53%
39.81
-28.74%
55.87
+38.21%
40.42
End Cash Position
48.63
-19.91%
60.72
+52.53%
39.81
-28.74%
55.87
Free Cash Flow
21.13
-18.69%
25.99
+24.14%
20.93
-5.90%
22.25
Interest Paid Supplemental Data
25.72
+1.39%
25.37
+0.61%
25.22
+26.35%
19.96
Income Tax Paid Supplemental Data
0.82
-14.06%
0.95
+1885.42%
0.05
0.00
Net Investment Properties Purchase And Sale
42.14
+163.69%
15.98
+174.25%
-21.52
+82.78%
-125.00
Net Preferred Stock Issuance
—
—
—
0.00
Preferred Stock Payments
—
—
—
0.00
Purchase Of Investment Properties
-17.11
+24.06%
-22.53
+7.22%
-24.28
+82.08%
-135.51
Sale Of Investment Properties
59.24
+53.85%
38.51
+1295.65%
2.76
-73.75%
10.51
SEC Filings

Recent 10-K, 10-Q, 8-K, and Form 4 (insider) filings.

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