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Buy Day today: Good (67) Broad market participation · no major macro event

Whitestone REIT (WSR)

Real Estate REIT - Retail
19.00 $
+0.0% vs. previous close
Closing price · As of: 13. Jul 2026
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52-Week Range

52-Week Low 52-Week High
11.50 $ 19.10 $
10/10/2025 05/29/2026

Current price 19.00 $ — 99% of the range above the low.

Lowest and highest closing price over the last 52 weeks. The marker shows where the current price sits within that range: close to the high speaks for strength, close to the low for weakness.

Basics

Market Cap
1.0$B
Shares Outstanding
51Mio.
Float
96.3%
Beta
0.8

Performance

Perf. 1M
0.50%
Perf. 3M
19.50%
Perf. 6M
40.70%
YTD Performance (%)
38.60%
52-Week-High Distance
-0.8%
Perf. 1Y
54.48%
Perf. 3Y
115.75%
Perf. 5Y
193.55%
Perf. 10Y
117.01%
Perf. Since Inception
397.15%

Technical Indicators

MA 38 Days
19.00$
MA 50 Days
19.00$
MA 200 Days
15.60$
RSI (14)
55.3
Volatility 30 Days
2.0%
Volatility 250 Days
22.1%

Calculated from the price history · as of 08/04/2026

Valuation

P/E
19.8
Forward P/E
46.3
PEG
P/B
2.1
P/S
6.0
EV/EBITDA
13.3
Price/FCF
19.4

Profitability

Gross Margin
68.7%
EBIT Margin
Net Margin
30.7%
Return on Equity
11.3%
Return on Assets
3.0%

Balance Sheet & Safety

Equity Ratio
Debt/Equity
1.4
Altman Z″
4.01
Piotroski
6 out of 9

Growth

Sales Growth Last Quarter
8.90%
EPS Growth Last Quarter
14.30%
Sales Growth (Year)
3.44%
Forward Sales Growth
4.53%
Forward EPS Growth
14.90%

Dividend

Dividend Yield
3.00%
Dividend Per Share (TTM)
0.47$
Payout Ratio
134.3%
Years Without a Cut
4Years
Increase Streak
4Years

Quality & Screener

Stage
2
RS Rating
79
EPS Rating
61
Piotroski
6 out of 9
Fundamental Rating
C (52 out of 100)
Altman Z″
4.01

AAQS

4/10

The AAQS (AlleAktien Quality Score) checks 10 quality criteria on growth, profitability, and balance-sheet strength — per the methodology developed and published by AlleAktien, calculated by us from our own fundamental data. A stock counts as a quality stock from 9 out of 10 points. Where a company has a shorter listing history, we calculate over the fiscal years available (at least five).

  • Sales growth 10Y > 5% 4.9%
  • Exp. sales growth 3Y > 5% 5.5%
  • EBIT growth 10Y > 5% 9.3%
  • Exp. EBIT growth 3Y > 5% -31.8%
  • Net debt < 4x EBIT 11.9x
  • EBIT positive, 10Y straight 10
  • Max. EBIT decline < 50% 46.2%
  • Return on equity > 15% 10.9%
  • ROCE > 15% 4.6%
  • Expected return > 10% -28.3%

View all AAQS quality stocks · Read the methodology at AlleAktien

Source: fundamental data

AI Rating

Not yet rated — we only show a category once an SEC-backed file with at least two cited passages is available. How the Rating Is Built

Growth Score

5 of 10 Solid growth

Ten checks against the annual reports — each one passed counts a point.

  • Revenue grows by more than 15% a year over three years 4.6% failed
  • More than 10% revenue growth is expected for the coming year 4.5% failed
  • Share count grows by less than 3% a year 1.3% passed
  • Revenue growth plus cash-flow margin add up to at least 40 ("Rule of 40") -33.7% failed
  • Gross margin at 40% or higher and without meaningful erosion 68.8% passed
  • Goodwill from acquisitions does not grow faster than revenue 0.0% passed
  • Net debt below twice EBITDA 5.3 x EBITDA failed
  • Operating cash flow covers the profits of the last three years 48 m passed
  • Return on capital at 15% or higher, or up versus two years ago 4.6% failed
  • Insiders hold at least 10% or are net buyers 12.1% passed

A criterion without figures counts neither as passed nor as failed; a score is only produced from 7 judgeable criteria upwards. Source: fundamental data. All ten criteria in detail

Analysts & Price Target

Current Price 19.00 $
Price Target (average) 19.00 $

The price target sits 0.0% above the current price.

Consensus
Sell
Analyst Ratings
6
Distribution of Recommendations
Strong Buy 3
Buy 3
Hold 0
Sell 0
Strong Sell 0

Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.

Estimates by Fiscal Year

Estimates by Fiscal Year
Fiscal Year EPS Estimate ($) EPS Range ($) Revenue Estimate ($M) Expected Growth Analysts
12/31/2026 0.39 0.37 – 0.41 171 6.1% 6
12/31/2027 0.45 0.42 – 0.47 179 14.9% 5

Average of the analyst estimates for the coming fiscal years. The range shows how far the most optimistic and the most cautious estimate sit apart — the wider it is, the less certain the expectation.

Revenue & Profit

Cash Flow

Balance Sheet

Margins

Per Share

Click the chart or tab into it, then use ← and → to step through the periods.

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The figures could not be loaded right now.

Sales Per Quarter ($M)
2024: Q4 · 41.0 $M Q4 2025: Q1 · 38.3 $M Q1 2025: Q2 · 38.3 $M Q2 2025: Q3 · 41.0 $M Q3 2025: Q4 · 43.9 $M Q4 2026: Q1 · 41.9 $M Q1

Source: fundamental data

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Quarterly Figures

Quarterly Figures
Quarter EPS (Earnings Per Share) EPS YoY (%) Sales ($M) Sales YoY (%) Net Margin (%) OCF ($M) FCF ($M)
2024: Q4 0.33 1,007.80 41 9.30 42.20 18 18
2025: Q1 0.07 -60.90 38 1.50 9.70 3 3
2025: Q2 0.10 92.20 38 1.50 13.20 14 14
2025: Q3 0.35 137.90 41 5.30 44.70 18 18
2025: Q4 0.44 31.70 44 7.00 52.00 16 16
2026: Q1 0.08 10.00 42 9.30 9.90 4 4
What Do These Terms Mean?
EPS (Earnings Per Share):
Quarterly profit divided by the total share count — how much of the profit works out to a single share.
YoY (Year over Year):
Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
Sales:
All revenue for the quarter, before any costs are deducted — the top line of the income statement.
Net Margin:
What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
OCF (Operating Cash Flow):
The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
FCF (Free Cash Flow):
Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.

Annual Figures

Annual Figures
Fiscal Year Revenue ($M) EBIT ($M) Net Income ($M) EPS ($) Operating Cash Flow ($M) Equity ($M) Total Assets ($M)
2016 104 24 8 0.28 39 268 855
2017 126 33 8 0.23 41 358 1,072
2018 120 33 21 0.53 40 359 1,029
2019 121 62 24 0.57 48 353 1,056
2020 124 33 6 0.14 43 338 1,045
2021 125 34 12 0.26 49 399 1,102
2022 141 48 35 0.71 44 424 1,103
2023 148 48 19 0.38 45 414 1,113
2024 156 51 37 0.72 58 438 1,135
2025 161 54 50 0.96 51 458 1,171

Fiscal years from the audited annual reports, oldest first. EBIT is the operating profit before interest and taxes; total assets are everything the company owns.

About the Company

Whitestone REIT ist ein gemeindeorientierter Real Estate Investment Trust (REIT), der Open-Air-Einzelhandelszentren in einigen der am schnellsten wachsenden Märkte des Landes erwirbt, besitzt, betreibt und entwickelt: Phoenix, Austin, Dallas-Fort Worth, Houston und San Antonio. Unsere Zentren sind Convenience…

Employees70
HeadquartersHouston, TX
Address2600 South Gessner Road, 77063 Houston, United States
Phone713 827 9595
Websitewhitestonereit.com
IPO Date26. Aug 2010
ISINUS9660842041

Management

Management
Name Title Birth Year
David K. Holeman CPA CEO & Director 1963
Christine C. J. Mastandrea President & COO 1966
John Scott Hogan Chief Financial Officer 1970
Peter A. Tropoli General Counsel & Corporate Secretary 1972
Michelle Soklin Siv Senior Vice President of Human Resources 1974
David L. Mordy Director of Investor Relations
Matthew A. Okmin Regional Senior Vice President of Arizona
David C. Spagnolo Regional Senior Vice President of Dallas & Austin
Michael Ly Controller

Executives per the latest required filings; titles kept in their original language. Source: fundamental data.

Insider Transactions

Insider Transactions
Date Person Role Type Shares Price Value
14. Jul 2026 Holeman David K Chief Executive Officer Other 1,164,103 19.00 22,117,957
14. Jul 2026 Holeman David K Chief Executive Officer Other 345,938 0.00
14. Jul 2026 Buthman Julia Bruns Director Other 31,577 19.00 599,963
14. Jul 2026 Jones Jeffrey Alan Director Other 45,728 19.00 868,832
14. Jul 2026 Tropoli Peter General Counsel & Secretary Other 330,589 19.00 6,281,191
14. Jul 2026 Tropoli Peter General Counsel & Secretary Other 151,124 0.00
14. Jul 2026 Mastandrea Christine J President and COO Other 718,873 19.00 13,658,587
14. Jul 2026 Mastandrea Christine J President and COO Other 246,410 0.00
14. Jul 2026 Feng Amy Shih-Hua Director Other 69,507 19.00 1,320,633
14. Jul 2026 Siv Soklin VP of Human Resources Other 168,104 19.00 3,193,976

Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character.

View all insider transactions →

Chart

Interactive price chart (TradingView).

Data as of: July 13, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)

Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.

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