Wheeler Real Estate Investment Trust, Inc. (WHLR) AI Stock Analysis

Headquartered in Virginia Beach, VA, Wheeler Real Estate Investment Trust, Inc. operates as a fully integrated and self-managed commercial real estate investment company. The company specializes in acquiring and managing income-producing retail properties, primarily emphasizing grocery-anchored shopping centers. Its portfolio features properties strategically positioned across various markets. Wheeler REIT applies property management and asset enhancement strategies to maximize the value of its retail holdings. By focusing on stable, cash-flow generating properties, the company aims to sustain long-term operations while actively managing its portfolio, preserving quality retail spaces, and supporting tenant relationships.

Wheeler REIT generated a 5-year revenue compound annual growth rate of 10.3% from FY2020 to FY2025. Revenue grew from $61.3M in FY2021 to $104.6M in FY2024 before contracting 4.9% to $99.4M in FY2025. Gross margin remained steady across the period, finishing at 66.8% in FY2025, while operating margin stood at 31.9%. After posting net income of -$9.6M in FY2024, the company recorded positive net income of $8.8M and a net margin of 8.8% in FY2025. For the trailing twelve months ended June 30, 2026, revenue stood at $95.4M, with quarterly revenue falling 13.9% year-over-year.

As of June 30, 2026, Wheeler REIT held $61.8M in cash and short-term investments compared to total debt of $466.2M, leaving net debt at $404.4M. Shareholders' equity was $76.2M, yielding a debt-to-equity ratio of 6.12 against total assets of $593.4M and a current ratio of 75.71. In FY2025, the company produced $21.1M in operating cash flow and $4.0M in free cash flow. Capital deployment in FY2025 included $17.1M for capital expenditures and $6.6M in dividends paid.

At the last close of $0.38 on October 16, 2026, Wheeler REIT traded at an enterprise value of $549.1M against a market capitalization of $570,373. The company's EV/EBITDA multiple of 7.4x trades below the 14.7x median of its US-listed Real Estate peers. Its price-to-sales multiple is 0.0x compared to the peer median of 3.7x, while its price-to-book ratio is 20.0x. Over the past year, WHLR posted a return of -100.0%, trailing the S&P 500 return of 16.8%, while its 5-year return of -100.0% lagged the S&P 500 advance of 83.0%.

Wall Street analysts report a mean price target of $7.00 for Wheeler REIT, representing an implied premium of 1747.0% over the last close of $0.38 on October 16, 2026. The company posted trailing twelve-month diluted EPS of -$31172.76 for the period ended June 30, 2026. Institutional investors hold 2.7% of the equity, while insider ownership is 0.0% and short interest accounts for 15.9% of the float. The company's next earnings report is scheduled for November 5, 2026.

This page is an AI-written research summary of Wheeler Real Estate Investment Trust, Inc. (WHLR). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: WHLR income statement, WHLR balance sheet, WHLR key metrics, WHLR chart. See the WHLR stock overview for the latest quote and news.