EEDGAR/calls
The BriefMarketsAll StocksNewsScreenerCommunity

Get the Brief in your inbox

A daily, SEC-grounded read on the market — movers, earnings, and our boldest calls. Free.

EEDGAR/calls

SEC-grounded equity research — opinionated calls reasoned over real filings.

Research

  • The Brief
  • Markets
  • All Stocks
  • Screener
  • Discover
  • Research
  • The Flip Side
  • Track record

Tools

  • Compare
  • Congress trades
  • Events
  • Filing search
  • Groups
  • Trending
  • News

More

  • Pricing
  • Community
  • Newsletter
  • Developers / API
  • Account
DisclosuresTermsPrivacy

Research & education only — not financial advice. EDGAR is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates — see Disclosures. Do your own research.

EDGAR® is a registered trademark of the U.S. Securities and Exchange Commission. EDGAR/calls is not affiliated with, endorsed by, or approved by the U.S. Securities and Exchange Commission.

EEDGAR/calls
The BriefMarketsAll StocksNewsScreenerCommunity

Pulling SEC filings + quote and writing the call…

EEDGAR/calls
The BriefMarketsAll StocksNewsScreenerCommunity
← New search
Home›Stocks›WHLR

WHLR

Wheeler Real Estate Investment Trust, Inc.

Next earnings Aug 3, 2026

Hold
$1.52
▼ -19.58%
$1.52▼ -99.93%
over 1Y
L $0.80EODHDH $2,530.80
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today-19.6%
1W-60.0%
1M+49.0%
3M-50.8%
YTD-91.0%
1Y-99.9%
OverviewFinancialsValuationQualityTimelineFilings
Rating
Hold
Quality
B+
Valuation
Fair value
Filings
Clean
Hold
Conviction
Horizon
Medium (3–12mo)
Street · 6 analysts
Sell

Strong net margin (500.9%); but revenue fell -19.2% YoY.

Revenue (FY2025) $1.75M · FY2025

Wheeler Real Estate Investment Trust, Inc. shows $1.75M in FY2025 revenue (-19.2% YoY), a 500.9% net margin, and 3747.9% ROE.

Financials · annual, by fiscal year

Line itemFY21FY22FY23FY24FY25
Revenue$942K$1.45M$1.99M$2.17M$1.75M
Gross profit—————
Operating income$19.5M$24.6M$29.4M$37.5M$43.2M
Net income-$9.44M-$12.5M-$4.69M-$9.63M$8.77M
Diluted EPS-$1.36-$22.04-$13,157.97-$346,484.38-$36.01
Net margin-1002.4%-858.9%-235.2%-444.7%500.9%

Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.

Key statistics

Valuation

Enterprise value—
EV / EBITDA—
EV / Sales—
EV / FCF—
P / FCF0.2
PEG (trailing)—
Earnings yield447.2%
FCF yield643.6%

Quality & risk

ROIC (est.)7.1%
Free cash flow$12.6M
Total debt$478M
Net cash-$454M
Piotroski F-Score4/7

Capital returns

Buyback yield—
Dividend yield (est.)334.3%
Shareholder yield334.3%
Shares Δ YoY+10.6%

Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.

Disclosure timeline

SEC · 8-Ks + reports
Routine disclosure cadence — no material red flags in recent filings.
  1. 8-K Unregistered share sales2026-06-26
  2. 8-K Other event2026-06-23
  3. 8-K Material event2026-06-12
  4. 8-K Other event2026-06-08
  5. 8-K Unregistered share sales2026-06-01
  6. 8-K Unregistered share sales2026-05-27
  7. 10-Q Quarterly report2026-05-08
  8. 10-K Annual report2026-03-05
  9. 10-Q Quarterly report2025-11-06

Recent filings

all on EDGAR ↗
424B3Filing2026-06-26open ↗424B3Filing2026-06-26open ↗424B3Filing2026-06-26open ↗144Filing2026-06-26open ↗8-KPeriod ending 2026-06-222026-06-26open ↗144Filing2026-06-26open ↗424B3Filing2026-06-23open ↗424B3Filing2026-06-23open ↗424B3Filing2026-06-23open ↗8-KPeriod ending 2026-06-192026-06-23open ↗S-11Filing2026-06-22open ↗424B3Filing2026-06-12open ↗

Quality score

B+
ValueGrowthProfitHealthMom.
ValueA-
GrowthC
ProfitabilityA+
Financial healthA-
Momentum—
  • ✗Revenue growing year-over-year
  • ✓Profitable (positive net income)
  • ✓Net margin above 10%
  • ✓Return on equity above 15%
Revenue
$1.75M
-19.2% YoY
Net margin
500.9%
ROE
3747.9%
P/E
—

SEC fundamentals · FY 2025

'21'22'23'24'25

■ revenue · ■ net income, by fiscal year

Revenue$1.75M-19.2%
Net income$8.77M+191.1%
Operating income$43.2M+15.2%
Diluted EPS-$36.01+100.0%
Cash & equivalents$23.7M-44.9%
Total assets$602M-7.9%
Total liabilities$507M-5.6%
Stockholders' equity$234K+100.9%
Op.: 2468.4%L/E: 2166.85x

Frequently asked

Is Wheeler Real Estate Investment Trust, Inc. (WHLR) a buy?
WHLR currently carries a Hold rating with 3/5 conviction, derived from its latest SEC filings. Strong net margin (500.9%); but revenue fell -19.2% YoY.
What is Wheeler Real Estate Investment Trust, Inc.'s quality score?
WHLR scores 79.35294117647058/100 (grade B+) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.

Sources: SEC EDGAR (CIK 0001527541, latest 10-Q filed 2026-05-08) · EODHD · as of 6/26/2026, 7:07:50 PM.

Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Insider activity

Form 4 · SEC

Last 90 days: 0 open-market buys · 12 sales

2026-04-15
Magnetar Financial LLC
10% owner
Sell3.13K @ $0.80$2.49K
2026-04-14
Magnetar Financial LLC
10% owner
Sell4.91K @ $0.77$3.76K
2026-04-13
Magnetar Financial LLC
10% owner
Sell87.2K @ $0.86$74.6K
2026-04-10
Magnetar Financial LLC
10% owner
Sell1.41K @ $0.83$1.18K
2026-04-09
Magnetar Financial LLC
10% owner
Sell12.3K @ $0.83$10.2K
2026-04-08
Magnetar Financial LLC
10% owner
Sell6.23K @ $0.86$5.33K
2026-04-07
Magnetar Financial LLC
10% owner
Sell6.77K @ $0.85$5.79K
2026-04-06
Magnetar Financial LLC
10% owner
Sell6.50K @ $0.92$6.00K
2026-04-02
Magnetar Financial LLC
10% owner
Sell13.3K @ $0.93$12.3K
2026-04-01
Magnetar Financial LLC
10% owner
Sell3.33K @ $0.95$3.15K
2026-03-31
Magnetar Financial LLC
10% owner
Sell12.4K @ $0.93$11.5K
2026-03-30
Magnetar Financial LLC
10% owner
Sell2.10K @ $0.97$2.04K

Dividends

Irregular
Yield (TTM)
—
Annual / share
—
Last ex-date
2018-03-28
Last amount
$0.42
ex 2018-03-28paid 2018-04-15$0.42
ex 2017-12-28$0.42
ex 2017-12-27paid 2018-01-15$100,000.00
ex 2017-09-28paid 2017-10-15$100,000.00
ex 2017-09-27$0.42
ex 2017-06-28paid 2017-07-15$100,000.00

Source: EODHD. Yield = trailing-12-month dividends ÷ price.

Earnings history

beat/miss · move
2026-05-08—▲ 0.00%8-K ↗
2026-03-05—▼ -7.39%8-K ↗
2025-11-06—▼ -17.83%8-K ↗
2025-08-05—▲ +0.88%8-K ↗
2025-05-06—▼ -18.24%8-K ↗
2025-03-04—▼ -32.13%8-K ↗

Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.

Recent news

market news →
Top Midday DeclinersBullish
finance.yahoo.com· 2026-06-23
Multifamily Management National Firm, Drucker + Falk Welcomes Crystal Plum as Chief Financial OfficerBullish
globenewswire.com· 2026-03-16
Wheeler REIT Stock Rockets 76%Bullish
nasdaq.com· 2025-12-05
Roth MKM Asserts Buy Rating on Denison Mines Corp. (DNN) as Uranium Production SurgeBullish
finance.yahoo.com· 2025-11-21
A Look at Mitsubishi (TSE:8058) Valuation Following Strategic Biotech Deal with Wheeler BioBullish
finance.yahoo.com· 2025-11-01
Wheeler Bio Announces Strategic Partnership with Mitsubishi Corporation to Accelerate Asia-Pacific Business DevelopmentBullish
finance.yahoo.com· 2025-10-29

Vs tracked universe

compare →

1043 tracked peers · median

EDGAR Score79 vs 67
Revenue growth-19.2% vs 7.1%
Net margin500.9% vs 10.5%
Return on equity3747.9% vs 12.3%
P/E— vs 25.5