RETAIL OPPORTUNITY INVESTMENTS CORP
ROICReal Estate · Real Estate Investment Trusts · MD · SEC filings ↗ · Compare ⊕
View price & chart on Yahoo Finance ↗Financials
SEC XBRL · annual| FY23 | FY22 | FY21 | FY20 | FY19 | FY18 | |
|---|---|---|---|---|---|---|
| Revenue | $327.7M | $312.9M | $284.1M | $284.1M | $295.0M | $74.4M |
| Operating income | $109.8M | $114.7M | $114.9M | $94.4M | $115.4M | $109.3M |
| Net income | $34.5M | $51.9M | $53.5M | $32.0M | $48.8M | $10.7M |
| Total assets | $2.98B | $3.00B | $2.93B | $2.86B | $2.91B | $3.00B |
| Total liabilities | $1.61B | $1.62B | $1.56B | $1.57B | $1.62B | $1.69B |
| Equity | $1.29B | $1.30B | $1.28B | $1.20B | $1.18B | $1.19B |
| EPS (diluted) | $0.27 | $0.42 | $0.44 | $0.27 | $0.42 | — |
| Shares out. | 124.6M | 122.8M | 118.1M | 116.5M | 114.0M | 112.4M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2023- Operating margin
- 33.5%
- Net margin
- 10.5%
- Return on equity
- 2.7%
- Return on assets
- 1.2%
- Return on capital (ROCE)
- —
- Liabilities / assets
- 54.2%
- Debt / equity
- 1.25×
- Book value / share
- $10.33
- Revenue growth (YoY)
- 4.7%
- Net income growth (YoY)
- −33.4%
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2023- Accruals / assets
- −3.8%clean
- Piotroski F-Score
- 4/8mixed
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →
Signs
● 1 severe● 4 good- Filed a late-filing notice (Form NT) — missed an SEC deadline
- Operating margin is positive
- Revenue is growing year-over-year
- Positive operating cash flow
- Clean earnings (low accruals)
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
Risk flags
late SEC filings- NT 10-Kmissed a reporting deadline ↗Mar 31, 2008
A Form NT means the company notified the SEC it would file a periodic report late — often an accounting, audit or liquidity warning sign. Also search SEC enforcement actions for this company.
5%+ owners
SEC Schedule 13D / 13G · last 3 yrs- Centersquare Investment Management LlcPassive (13G)Feb 12, 2025
Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.
Insider transactions
SEC Form 4 · most recent| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Baker Richard A.Director | Feb 12, 2025 | D | 370,746 | $17.50 |
| Haines Michael B.Officer — EVP CFO, TREASURER & SECRETARY | Feb 12, 2025 | D | 449,609 | $17.50 |
| Indiveri Michael J.Director | Feb 12, 2025 | D | 93,184 | $17.50 |
| Jenkins ZabrinaDirector | Feb 12, 2025 | D | 19,194 | $17.50 |
| Tanz Stuart AOfficer — Chief Executive Officer | Feb 12, 2025 | D | 2.2M | $17.50 |
| Silveira Lauren N.Officer — VP, Chief Accounting Officer | Feb 12, 2025 | D | 33,686 | $17.50 |
| Ho Angela KDirector | Feb 12, 2025 | D | 26,350 | $17.50 |
| Neibart Lee SDirector | Feb 12, 2025 | D | 137,034 | $17.50 |
| Schoebel Richard K.Officer — Chief Operating Officer | Feb 12, 2025 | D | 576,012 | $17.50 |
| Zorn Eric SDirector | Feb 12, 2025 | D | 90,296 | $17.50 |
| Pitts Adrienne BanksDirector | Feb 12, 2025 | D | 19,194 | $17.50 |
| Pomerantz Laura HDirector | Feb 12, 2025 | D | 58,684 | $17.50 |
Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.
Material events
SEC Form 8-K · most recent- Terminated a material agreement · Completed an acquisition or disposition · Delisting / listing-standard notice · Modified shareholder rights · Change in control · Director / officer change · Amended charter or bylaws · Other material eventFeb 12, 2025
- Shareholder vote · Other material eventFeb 7, 2025
- Other material eventJan 30, 2025
- Director / officer changeDec 27, 2024
- Entered a material agreement · Amended charter or bylawsNov 7, 2024
- Regulation FD disclosureNov 6, 2024
- Results of operationsOct 22, 2024
- Results of operationsJul 23, 2024
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗Event-driven situations (1)
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