Wheeler Real Estate Investment Trust – WHLR

Headquartered in Virginia Beach, VA, Wheeler Real Estate Investment Trust, Inc (NASDAQ: WHLR ) is a fully integrated, self-managed commercial real estate investment company focused on owning and operating income-producing retail properties with a primary focus on grocery-anchored centers.

infoWheeler Real Estate Investment Trust is a micro cap stock with a total market cap of 5.94M.

infoThey trade on the NASDAQ and had their IPO 10 years and 8 months ago.

infoWheeler Real Estate Investment Trust currently employs 47 people.

infoAs of Thursday, Jul 27 2023, Wheeler Real Estate Investment Trust’s share price is $0.606.

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News Relating to Wheeler Real Estate Investment Trust
Seeking Alpha
Wheeler REIT: Gearing Up For Sharemageddon

Monday Jul 24 2023 at 04:40

Wheeler REIT is facing a potential dilution crisis as the deadline for Series D preferred shares to be converted into cash or common shares approaches on September 21, 2023. The company intends significant additional amounts of common stock be issued, which could cause significant selling pressure across Wheeler share classes. The situation could lead to a massive dilution with little benefit for any stakeholders, obscuring otherwise good operating results at the Wheeler entity level.


Seeking Alpha
Armada Hoffler Series A Preferred Stock: 7.7% Yield And 14% Upside To Par

Wednesday Apr 26 2023 at 15:37

Armada Hoffler Series A Preferred Stock: 7.7% Yield And 14% Upside To Par.


Seeking Alpha
Wheeler D Tender Revision – A Corporate Game Of Chicken

Thursday Jan 19 2023 at 10:55

The first tender offer for Wheeler Preferred D shares was unsuccessful, as expected, but now the terms have changed. Given the revised incentives around the tender offer, I believe it is more likely that holdouts will break ranks and tender their shares.


Seeking Alpha
Wheeler Real Estate Investment Trust – D Tender Update

Friday Nov 18 2022 at 03:06

Wheeler has announced a tender offer for all outstanding preferred D shares. Based on the terms and market reaction, the deal seems unlikely to be accepted without being sweetened.


Seeking Alpha
The State Of REITs: September 2022 Edition

Tuesday Sep 20 2022 at 10:38

The REIT sector has endured declines in 6 of the first 8 months of 2022, including a -5.29% total return in August. Micro cap REITs (+6.9%) outperformed in August, while large caps (-5.17%), small caps (-6.65%) and mid caps (-7.51%) declined.


Seeking Alpha
Take A Shower After Reading The Wheeler/Cedar Merger

Tuesday Mar 15 2022 at 10:23

Take A Shower After Reading The Wheeler/Cedar Merger


GuruFocus
6 Real Estate Companies Outperforming the Benchmark

Tuesday Dec 15 2020 at 16:32

According to the GuruFocus All-in-One Screener, a Premium feature, the following guru-owned real estate stocks have outperformed the S&P 500 Index over the past 12 months through Dec. 15.

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Wheeler Real Estate Investment Trust Bankruptcy Risk

The Altman Z-score is a formula that measures a company’s financial health and bankruptcy risk. It assigns a numerical score based on various financial ratios. The Z-score is divided into different zones. If the Z-score is above 2.99, it indicates a lower bankruptcy risk, classifying the company as ‘safe’ or ‘non-distressed’. If the score falls below 1.81, it suggests a higher risk, indicating potential financial distress or bankruptcy. The range between 1.81 and 2.99 is called the ‘gray zone’ or zone of ambiguity.

Learn more at Investopediaopen_in_new

warning

Wheeler Real Estate Investment Trust’s Altman Z-score is -0.29 which is in the distress zone. This indicates a higher risk of financial distress and potential bankruptcy for the company. It can serve as a warning sign of significant financial challenges, requiring careful consideration by potential investors.

Derived from SEC.GOV filing dataopen_in_new

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Wheeler Real Estate Investment Trust Insider Trading

Insider trading is when individuals employed by a company buy or sell its securities following legal procedures and regulations. Company executives, directors, and employees may be permitted to buy or sell shares if they follow specific rules, such as filing a Form 4 with the SEC within two business days.

Learn more at Investopediaopen_in_new

warning

Over the last 3 months, 1 insider has sold $2.16K of common stock in Wheeler Real Estate Investment Trust on the stock market with no insider buying.

Derived from SEC.GOV filing dataopen_in_new

insights
Debt & Income Analysis

Income quality measures a company’s operating cash flow to net income ratio. It helps investors and analysts assess the sustainability of a company’s earnings. A high QIR indicates strong cash flows, while a low QIR may indicate non-operating activities driving net income.

Learn more at WallStreetPrepopen_in_new

warning

Wheeler Real Estate Investment Trust’s Income Quality of -1.77 is lower than its Industry Group of 1.34 (-232.1% lower)

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Wheeler Real Estate Investment Trust’s Income Quality of -1.77 is lower than its Major Industry Group of -0.06 (-2850.0% lower)

warning

Wheeler Real Estate Investment Trust’s Income Quality of -1.77 is lower than its Sector of 0.82 (-315.9% lower)

Derived from SEC.GOV filing dataopen_in_new


Current ratio measures a company’s ability to pay off short-term debt with its current assets (assets that a company expects to use up or convert to cash within a year). It represents the $ amount of current assets a company has for every $1 of short-term debt. A high current ratio above 1.0 indicates that a company can meet its short-term obligations, while a low current ratio below 1.0 suggests difficulty.

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Wheeler Real Estate Investment Trust’s Current Ratio of 3.09 is greater than its Industry Group of 1.5 (106.0% greater)

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Wheeler Real Estate Investment Trust’s Current Ratio of 3.09 is greater than its Major Industry Group of 0.4 (672.5% greater)

sentiment_very_satisfied

Wheeler Real Estate Investment Trust’s Current Ratio of 3.09 is greater than its Sector of 1.57 (96.8% greater)

Derived from SEC.GOV filing dataopen_in_new

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Value Analysis

PE ratio (price-to-earnings), measures a company’s stock price relative to its earnings per share. It helps investors evaluate whether its stock is overvalued or undervalued. A higher PE ratio indicates that investors are willing to pay more for a company’s earnings, while a lower PE ratio (above zero) suggests the company could be undervalued.

Learn more at Investopediaopen_in_new

help

Cannot compare a negative PE Ratio (-0.33 & 13.62)

help

Cannot compare a negative PE Ratio (-0.33 & 17.43)

help

Cannot compare a negative PE Ratio (-0.33 & 9.47)

Derived from SEC.GOV filing dataopen_in_new


The PB ratio (price-to-book), measures a company’s stock price relative to its book value (net value of a company’s assets reported on its balance sheet, after subtracting debt) per share. It is used to evaluate a company’s valuation, with a lower PB ratio (above zero) indicating a lower valuation and a higher PB ratio suggesting overvaluation.

Learn more at Investopediaopen_in_new

sentiment_very_satisfied

Wheeler Real Estate Investment Trust’s PB Ratio of 0.04 is lower than its Industry Group of 0.96 (-95.8% lower)

sentiment_very_satisfied

Wheeler Real Estate Investment Trust’s PB Ratio of 0.04 is lower than its Major Industry Group of 1.35 (-97.0% lower)

sentiment_very_satisfied

Wheeler Real Estate Investment Trust’s PB Ratio of 0.04 is lower than its Sector of 0.98 (-95.9% lower)

Derived from SEC.GOV filing dataopen_in_new

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Efficiency Analysis

ROE (Return on Equity), is a financial ratio that measures a company’s profitability relative to its shareholders’ equity (the amount of value in a company that belongs to the people who own shares). It indicates how efficiently a company generates profits per unit of equity invested. A high ROE suggests effective use of equity, while a low ROE indicates inefficiency.

Learn more at Investopediaopen_in_new

warning

Wheeler Real Estate Investment Trust’s ROE of -0.12 is lower than its Industry Group of 0.01 (-1300.0% lower)

warning

Wheeler Real Estate Investment Trust’s ROE of -0.12 is lower than its Major Industry Group of 0.04 (-400.0% lower)

warning

Wheeler Real Estate Investment Trust’s ROE of -0.12 is lower than its Sector of 0.04 (-400.0% lower)

Derived from SEC.GOV filing dataopen_in_new


ROCE (Return on Capital Employed), is a financial ratio that measures a company’s profitability relative to the amount of capital invested in its operations. It indicates how well a company is generating profits from its capital investments. A high ROCE suggests effective use of capital, while a low ROCE indicates inefficiency.

Learn more at Investopediaopen_in_new

sentiment_very_satisfied

Wheeler Real Estate Investment Trust’s ROCE of 0.03 is in line with its Industry Group of 0.03

sentiment_very_satisfied

Wheeler Real Estate Investment Trust’s ROCE of 0.03 is greater than its Major Industry Group of -0.01 (400.0% greater)

sentiment_very_satisfied

Wheeler Real Estate Investment Trust’s ROCE of 0.03 is greater than its Sector of 0.02 (50.0% greater)

Derived from SEC.GOV filing dataopen_in_new

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