Whitestone REIT (NYSE: WSR) is a Real Estate company in the REIT - Retail industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | - | P/E | 19.17 | EPS (ttm) | 0.99 | Insider Own | 11.96% | Shs Outstand | 51.39M | Perf Week | 0.11% |
| Market Cap | 975.97M | Forward P/E | 43.82 | EPS next Y | 0.43 | Insider Trans | 0.00% | Shs Float | 49.48M | Perf Month | -0.31% |
| Enterprise Value | 1.63B | PEG | 0.31 | EPS next Q | - | Inst Own | - | Short Float | 1.45% | Perf Quarter | 0.48% |
| Income | 50.36M | P/S | 5.91 | EPS this Y | -59.90% | Inst Trans | - | Short Ratio | 1.12 | Perf Half Y | 33.26% |
| Sales | 165.14M | P/B | 2.10 | EPS next Y | 12.55% | ROA | 4.31% | Short Interest | 715.25K | Perf YTD | 36.72% |
| Book/sh | - | P/C | 19.04 | EPS next 5Y | 10.31% | ROE | 11.26% | 52W High | 19.10 -0.58% | Perf Year | 49.41% |
| Cash/sh | - | P/FCF | 19.04 | EPS past 3/5Y | 10.19% 46.66% | ROIC | 4.62% | 52W Low | 11.43 66.13% | Perf 3Y | 96.99% |
| Dividend Est. | 1.71 (9.00%) | EV/EBITDA | 13.29 | Sales past 3/5Y | 4.52% 5.36% | Gross Margin | 56.82% | Volatility | 0.12% 0.13% | Perf 5Y | 135.02% |
| Dividend TTM | 0.47 (2.45%) | EV/Sales | 9.84 | EPS Y/Y TTM | 33.33% | Oper. Margin | 32.98% | ATR (14) | 0.03 | Perf 10Y | 25.93% |
| Dividend Ex-Date | Jun 17, 2026 | Quick Ratio | 180.98 | Sales Y/Y TTM | 5.77% | Profit Margin | 30.50% | RSI (14) | 55.25 | Recom | 2.81 |
| Dividend Gr. 3/5Y | 4.92% -2.09% | Current Ratio | 180.98 | EPS Q/Q | -64.00% | SMA20 | 0.05% | Beta | 0.77 | Target Price | 19.00 |
| Payout | 55.29% | Debt/Eq | 1.41 | Sales Q/Q | 10.53% | SMA50 | -0.02% | Rel Volume | 1.12 | Prev Close | 18.99 |
| Employees | 70 | LT Debt/Eq | 1.35 | Earnings | Aug 04 | SMA200 | 21.62% | Avg Volume | 566.26K | Price | 18.99 |
| IPO Date | Aug 26, 2010 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 2.27% 0.73% | Net Debt/EBITDA | 5.31 | Volume | 633,668 | Change | 0.00% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Apr-10-26 | Downgrade | Citizens | Market Outperform → Market Perform | |
| Apr-10-26 | Downgrade | Colliers Securities | Buy → Neutral | $19 |
| Apr-09-26 | Reiterated | Industrial Alliance Securities | $19 | |
| Apr-09-26 | Downgrade | Ladenburg Thalmann | Buy → Neutral | |
| Apr-09-26 | Downgrade | Truist Securities | Buy → Hold | $16 → $19 |
| Mar-02-26 | Downgrade | Maxim Group | Buy → Hold | |
| Feb-03-26 | Initiated | Cantor Fitzgerald | Overweight | $16 |
| Nov-29-24 | Reiterated | Truist Securities | Buy | $10 → $16 |
| Oct-10-24 | Reiterated | JMP Securities | Market Outperform | $15 → $16 |
| Sep-16-24 | Reiterated | B.Riley Financial | Neutral | $15 |
Whitestone operates as a real estate investment trust (REIT) focused on enhancing local communities through its retail properties. The company strategically acquires, develops, manages, and repositions high-quality, open-air neighborhood retail hubs. Its portfolio is primarily concentrated in the most dynamic, rapidly expanding, and affluent markets across the Sunbelt region. Whitestone's core mission is to cultivate thriving community environments. It achieves this by fostering strong local connections between residents and a thoughtfully curated blend of national, regional, and independent businesses, which collectively offer essential goods, vital services, leisure activities, and unique experiences. For investors, Whitestone provides a reliable monthly dividend, a practice it has maintained consistently for more than 15 years. Underpinning this strategy is a robust and well-managed capital structure. This foundation not only ensures financial stability and flexibility for ongoing growth but also positions the company for resilience and sustained performance across various economic cycles.
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| Line Item (USD, M) | TTM — | FY 2025 12/31/2025 | FY 2024 12/31/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | FY 2021 12/31/2021 | FY 2020 12/31/2020 | FY 2019 12/31/2019 | FY 2018 12/31/2018 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 165 | 161 | 156 | — | — | — | — | — | — | |
| Cost of Goods Sold Incl. D&A | 70 | 50 | 46 | — | — | — | — | — | — | |
| Gross Profit | 93 | 111 | 110 | — | — | — | — | — | — | |
| Selling, General and Administrative Excl. Other | 16 | 21 | 23 | — | — | — | — | — | — | |
| Research and Development | 0 | 0 | 0 | — | — | — | — | — | — | |
| Other Operating Expense | 23 | 36 | 35 | — | — | — | — | — | — | |
| Operating Income | 54 | 54 | 51 | — | — | — | — | — | — | |
| Interest Expense | 35 | 34 | 34 | — | — | — | — | — | — | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | 31 | 31 | 20 | — | — | — | — | — | — | |
| Net Income Before Taxes | 51 | 51 | 38 | — | — | — | — | — | — | |
| Income Taxes | 0 | 0 | 0 | — | — | — | — | — | — | |
| Consolidated Net Income | 50 | 50 | 37 | — | — | — | — | — | — | |
| Net Income From Continuing Operations | 51 | 51 | 37 | — | — | — | — | — | — | |
| Net Income | 50 | 50 | 37 | — | — | — | — | — | — | |
| EPS (Recurring) | 0.99 | 0.98 | 0.73 | — | — | — | — | — | — | |
| EPS (Basic, Before Extraordinaries) | 0.99 | 0.98 | 0.73 | — | — | — | — | — | — | |
| EPS (Diluted) | 0.96 | 0.95 | 0.72 | — | — | — | — | — | — | |
| EBITDA | 123 | 121 | 107 | — | — | — | — | — | — | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 19.78 | 14.62 | 19.68 | — | — | — | — | — | — | |
| Price To Sales Ratio | 5.87 | 4.40 | 4.54 | — | — | — | — | — | — | |
| Gross Margin | 56.36 | 68.94 | 70.51 | — | — | — | — | — | — | |
| Operating Margin | 32.73 | 33.54 | 32.69 | — | — | — | — | — | — | |
| Net Margin | 30.30 | 31.06 | 23.72 | — | — | — | — | — | — | |
| Shares Outstanding | 51 | 51 | 50 | — | — | — | — | — | — | |
| Market Capitalization | 968 | 708 | 709 | — | — | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| Miller Donald A | Director | May 28 '25 | Buy | 12.35 | 5,000 | 61,750 | 21,708 | May 30 |
| Miller Donald A | Director | May 02 '25 | Buy | 12.80 | 15,000 | 192,050 | 16,708 | May 05 |
| GATHRIGHT KRISTIAN M | Director | Mar 21 '25 | Buy | 14.36 | 1,750 | 25,130 | 3,503 | Mar 25 |
| Feng Amy Shih-Hua | Director | Mar 19 '25 | Buy | 14.32 | 875 | 12,528 | 54,225 | Mar 21 |
| Buthman Julia Bruns | Director | Sep 04 '24 | Buy | 12.99 | 5,000 | 64,950 | 8,093 | Sep 05 |
| Feng Amy Shih-Hua | Director | Jun 11 '24 | Buy | 13.09 | 17,000 | 222,530 | 40,566 | Jun 12 |
| Feng Amy Shih-Hua | Director | Jun 03 '24 | Buy | 13.07 | 6,100 | 79,727 | 23,566 | Jun 04 |
| Feng Amy Shih-Hua | Director | May 05 '23 | Buy | 8.47 | 3,900 | 33,033 | 12,642 | May 08 |
| Feng Amy Shih-Hua | Director | Mar 03 '23 | Buy | 9.67 | 3,650 | 35,296 | 8,742 | Mar 06 |
| Mastandrea Christine J | Chief Operating Officer | Sep 30 '22 | Buy | 8.56 | 500 | 4,279 | 305,808 | Oct 04 |
| Jones Jeffrey Alan | Director | Mar 22 '21 | Buy | 9.55 | 6,250 | 59,688 | 22,402 | Apr 01 |
| MASTANDREA JAMES C | CHAIRMAN & CEO | Jun 02 '20 | Option Exercise | 0.00 | 126,431 | 0 | 126,431 | Mar 18 |
| Mastandrea Christine J | EVP CORPORATE STRATEGY | Jun 02 '20 | Option Exercise | 0.00 | 126,431 | 0 | 126,431 | Mar 18 |
| MASTANDREA JAMES C | CHAIRMAN & CEO | Dec 04 '20 | Buy | 8.42 | 1,000 | 8,420 | 1,372,932 | Dec 04 |
| Mastandrea Christine J | EVP CORPORATE STRATEGY | Jun 30 '20 | Buy | 0.00 | 0 | 0 | 1,221,932 | Jul 01 |