Overview
Whitestone is a community-centered shopping center REIT that acquires, owns, manages, develops and redevelops high-quality neighborhood centers primarily in the largest, fastest-growing and most affluent markets in the Sunbelt. Whitestone seeks to create Communities That Thrive through Creating Local Connections between consumers in the surrounding communities and a well-crafted mix of national, regional and local tenants that provide daily necessities, needed services, entertainment and experiences.
Whitestone is a monthly dividend paying stock and has consistently paid dividends for over 15 years.
Whitestone's strong balanced and managed capital structure provides stability and flexibility for growth and positions Whitestone to perform well through economic cycles.
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Basic Stats
The share price of Whitestone REIT as of September 5, 2025 is $13.18 / share. This is an increase of 0.15% from the prior week. The market cap (or net worth) of Whitestone REIT as of September 5, 2025 is $672.40 MM.
The Factor Analysis chart (below right) shows a view of Whitestone REIT from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | 672.40 MM |
| EV | 1,343.57 MM |
| Shares Out. | 51.02 MM |
| Earnings Date | |
| EPS (TTM) | 0.66 |
| Dividend Yield | 4.09 % |
| Ex-Dividend Date | 2025-10-01 |
| Borrow Rate | 0.53 |
| Short Shares Avail. | 1.60 MM |
| Short Interest | 0.50 MM |
| Short Float | 1.10 % |
| Days to Cover | 3.79 days |
| Risk Free Rate | 4.17 % |
| Price Change (1 yr) | 0.69 % |
| Volatility (1 yr) | 0.22 |
| Beta | 0.54 |
| Sharpe Ratio (1 yr) | -0.16 |
| Sortino Ratio (1 yr) | -0.26 |
| PE Ratio | 19.96 |
| Price/Book | 1.55 |
| Price/TBV | 1.57 |
| Book/Market | 0.64 |
| EBIT/EV | 0.03 |
| EBIT(3yr avg)/EV | 0.02 |
| ROA | 0.03 |
| ROE | 0.08 |
| ROIC | 0.03 |
| CROIC | 0.00 |
| OCROIC | 0.05 |
| Implied Volatility | 35.13 % |
| Put/Call OI Ratio | 0.04 |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Price Target
The average one-year price target for Whitestone REIT is $15.23. The forecasts range from a low of $14.14 to a high of $16.80. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for Whitestone REIT. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2022-12-05 | Truist Securities | Hold | Maintains | |
| 2022-08-30 | Truist Securities | Hold | Initiate | |
| 2022-06-15 | EF Hutton | Buy | Initiate | |
| 2022-04-06 | Colliers Securities | Buy | Initiate | |
| 2020-06-08 | JMP Securities | Market Perform | Reiterate | |
| 2020-05-15 | B. Riley FBR | Neutral | Maintains | |
| 2020-04-03 | B. Riley FBR | Neutral | Maintains | |
| 2019-03-01 | B. Riley FBR | Buy | Neutral | Downgrade |
| 2018-09-26 | JMP Securities | Market Outperform | Market Outperform | Maintains |
| 2018-07-12 | Boenning & Scattergood | Buy | Initiate | |
| 2018-03-29 | JMP Securities | Market Outperform | Market Outperform | Maintains |
| 2018-03-05 | Maxim Group | Buy | Buy | Maintains |
| 2018-03-02 | SunTrust Robinson Humphrey | Hold | Sell | Downgrade |
| 2017-05-17 | Baird | Neutral | Underperform | Downgrade |
| 2016-08-19 | Baird | Outperform | Neutral | Downgrade |
| 2016-07-14 | Hilliard Lyons | Long-Term Buy | Neutral | Downgrade |
| 2015-12-14 | SunTrust Robinson Humphrey | Neutral | Initiate | |
| 2015-05-07 | Wunderlich | Buy | Maintains | |
| 2014-02-28 | JMP Securities | Market Perform | Market Outperform | Upgrade |
| 2013-10-16 | Wunderlich | Buy | Maintains | |
| 2013-05-21 | Wunderlich | Buy | Maintains | |
| 2013-05-08 | Hilliard Lyons | Long-Term Buy | Neutral | Downgrade |
| 2013-03-13 | Wunderlich | Buy | Maintains | |
| 2013-03-13 | Hilliard Lyons | Buy | Long-Term Buy | Downgrade |
| 2012-12-19 | Baird | Neutral | Initiate | |
| 2012-12-07 | BMO Capital | Outperform | Market Perform | Downgrade |
| 2012-04-13 | BMO Capital | Outperform | Upgrade | |
| 2023-03-01 | EF Hutton | Buy | Reiterate | |
| 2023-04-13 | JMP Securities | Market Outperform | Reiterate | |
| 2023-05-03 | EF Hutton | Buy | Reiterate | |
| 2023-06-09 | Truist Securities | Hold | Hold | Maintains |
| 2023-09-26 | JMP Securities | Market Outperform | Market Outperform | Reiterate |
| 2024-01-30 | JMP Securities | Market Outperform | Market Outperform | Maintains |
| 2023-08-11 | Truist Securities | Hold | Hold | Maintains |
| 2024-03-18 | Alliance Global Partners | Buy | Initiate | |
| 2024-01-16 | Truist Securities | Hold | Buy | Upgrade |
| 2024-04-10 | JMP Securities | Market Outperform | Market Outperform | Reiterate |
| 2024-03-07 | JMP Securities | Market Outperform | Market Outperform | Reiterate |
| 2024-06-28 | JMP Securities | Market Outperform | Market Outperform | Reiterate |
| 2024-09-19 | JMP Securities | Market Outperform | Market Outperform | Reiterate |
| 2024-11-29 | Truist Securities | Buy | Buy | Maintains |
| 2024-12-10 | JMP Securities | Market Outperform | Market Outperform | Reiterate |
| 2024-08-13 | Truist Securities | Buy | Buy | Maintains |
| 2025-03-18 | Truist Securities | Buy | Buy | Maintains |
| 2025-06-18 | JMP Securities | Market Outperform | Market Outperform | Reiterate |
| 2025-05-12 | Truist Securities | Buy | Buy | Maintains |
