Broadstone Net Lease, Inc. (NYSE:BNL) Given Consensus Recommendation of "Moderate Buy" by Brokerages
MarketBeat.com reports that Broadstone Net Lease, Inc. (NYSE:BNL) has received a consensus "Moderate Buy" recommendation from eleven ratings firms, with eight analysts assigning a "buy" rating and three a "hold" rating. The average 12-month price target is set at $20.22. Despite missing EPS estimates in its latest earnings report, the company beat revenue expectations and issued upbeat FY2026 guidance, while also increasing its quarterly dividend to a high-yielding rate.
Does Broadstone Net Lease’s Expanded Build-to-Suit Pipeline and 2026 Guidance Reshape Its Growth Story (BNL)?
Broadstone Net Lease (BNL) recently announced an additional US$62.1 million in build-to-suit developments and released its 2026 guidance, indicating a scaling of its build-to-suit pipeline for future portfolio growth. The article examines how these developments integrate with BNL's existing investment narrative, highlighting that while the new commitments reinforce the growth story, key challenges such as tenant credit pressure and managing a leveraged balance sheet in a high-rate environment persist. The 2026 guidance offers a clearer metric for evaluating future revenue and earnings against the expanding pipeline, prompting investors to consider both the potential strengthening of BNL's position and the amplification of existing risks.
BNL: Higher UBS P/E Assumptions Will Shape Future Return Profile
Broadstone Net Lease's implied price target has increased slightly from $20.45 to $20.64 following new Street research, including a higher UBS target and updated assumptions like a 70x future P/E. This update suggests confidence in the company's business plan and potential for growth, although bearish views note the demanding P/E and modest change in target price. The company recently added new build-to-suit projects and declared a quarterly dividend.
Broadstone Net Lease Sets Date for Q1 2026 Results
Broadstone Net Lease (BNL) announced it will release its Q1 2026 financial results after market close on April 29, 2026, followed by an earnings conference call and webcast on April 30, 2026. Analysts currently rate BNL as a Buy with a $21.00 price target, though TipRanks' AI Analyst, Spark, maintains a Neutral score due to mixed financials. The company focuses on acquiring and managing net-leased commercial properties, generating stable rental income.
Broadstone Net Lease (NYSE: BNL) schedules Q1 2026 earnings release and call
Broadstone Net Lease (NYSE: BNL) announced it will release its first-quarter 2026 financial results after market close on April 29, 2026. This will be followed by an earnings conference call and audio webcast on April 30, 2026, at 11:00 a.m. Eastern Time. The company, an industrial-focused net lease REIT, holds a diversified portfolio of 771 commercial properties across the U.S. and Canada as of December 31, 2025.
A Look At Broadstone Net Lease (BNL) Valuation As Shares Trade Near Recent Levels
Broadstone Net Lease (BNL) shares have seen mixed performance recently but show momentum over longer periods. Trading at $18.27, the stock appears undervalued with a fair value estimated at $20.45 per share, driven by its ability to manage leverage and grow through strategic acquisitions. While a discounted cash flow analysis suggests deep undervaluation, a simple P/E basis indicates the stock might be expensive compared to industry averages.
Broadstone Net Lease Sets Date for Q1 2026 Results
Broadstone Net Lease (BNL) announced it will release its financial and operating results for the first quarter of 2026 after the market closes on April 29, 2026. The company has also scheduled an earnings conference call and audio webcast for April 30, 2026, to discuss the quarter's performance and its impact on the REIT's portfolio. Spark, TipRanks' AI Analyst, rates BNL as Neutral, citing solid cash flow but increased leverage and a recent net loss year.
Broadstone Net Lease to release Q1 2026 results Apr 29; conference call Apr 30
Broadstone Net Lease (BNL) will release its financial and operating results for the first quarter of 2026 after market close on April 29, 2026. The company will host an earnings conference call and audio webcast for investors and analysts on April 30, 2026, at 11:00 a.m. ET. BNL describes itself as an industrial-focused, diversified net lease REIT with 771 properties as of December 31, 2025.
Broadstone Net Lease will report first-quarter results after April 29 close
Broadstone Net Lease (BNL) announced it will release its first-quarter 2026 financial and operating results after market close on Wednesday, April 29, 2026. The company will host its earnings conference call and audio webcast the following day, Thursday, April 30, 2026, at 11:00 a.m. Eastern Time. Details for accessing the live webcast and dial-in numbers for the conference call were provided for interested parties.
Broadstone Net Lease Schedules First Quarter 2026 Earnings Release and Conference Call
Broadstone Net Lease, Inc. (NYSE: BNL) announced its financial and operating results for the first quarter ended March 31, 2026, will be released after market close on Wednesday, April 29, 2026. The company will host an earnings conference call and audio webcast on Thursday, April 30, 2026, at 11:00 a.m. Eastern time. Details for accessing the live webcast, phone participation, and replay options are provided for investors and interested parties.
Columbus Macro LLC Boosts Position in Broadstone Net Lease, Inc. $BNL
Columbus Macro LLC increased its stake in Broadstone Net Lease (NYSE:BNL) by 10% in the fourth quarter, bringing its total holdings to 676,361 shares valued at approximately $11.75 million. This move is part of a broader trend of institutional investors boosting their positions in the company, with hedge funds and other institutional investors now owning 89.07% of the stock. Broadstone Net Lease recently announced a quarterly dividend increase to $0.2925 per share, resulting in a 6.3% yield, despite missing Q4 EPS estimates and having an elevated dividend payout ratio.
Understanding Momentum Shifts in (BNL)
This article provides an in-depth AI-generated analysis of Broadstone Net Lease Inc. (BNL), highlighting weak near-term sentiment despite long-term strength. It details specific trading strategies—Position, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis for different horizons. The report emphasizes an exceptional risk-reward setup targeting a 5.4% gain.
Vanguard disaggregates holdings; BNL ownership shown as 0 (BNL)
Vanguard has filed an amended Schedule 13G/A for Broadstone Net Lease Inc (BNL), reporting 0 shares beneficially owned and 0% of the class. This change is due to an internal realignment effective January 12, 2026, where certain Vanguard subsidiaries and business divisions will now report their holdings separately, as per SEC Release No. 34-39538. The filing indicates this is an administrative reporting change and not a sale of shares, with Vanguard retaining rights to dividends or sale proceeds for managed accounts.
BNL SEC Filings - Broadstone Net Lease Inc 10-K, 10-Q, 8-K Forms
This page provides access to Broadstone Net Lease (BNL) SEC filings, including 10-K, 10-Q, 8-K, and insider trading forms, offering detailed insights into the company's financial performance and regulatory disclosures. Stock Titan enhances these filings with AI-powered summaries and real-time updates from EDGAR. The article also provides key stock data, such as market cap and current stock price, and ranks BNL by various financial metrics.
Mike McQuide, Promoted to Vice President, Credit Risk at Broadstone Net Lease, Inc. (NYSE: BNL)
Broadstone Net Lease, Inc. has announced the promotion of Mike McQuide to Vice President, Credit Risk. McQuide, who joined Broadstone in 2024, will continue to oversee credit underwriting efforts by analyzing financial data to inform investment decisions for the company's diversified portfolio. His previous experience includes tenures at Physicians Realty Trust and Realty Income.
BNL SEC Filings - Broadstone Net Lease Inc 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Broadstone Net Lease (BNL) SEC filings, including annual 10-K, quarterly 10-Q, and material event 8-K forms, alongside AI-powered summaries. Recent filings highlight executive stock transactions involving grants and tax withholdings, details on build-to-suit development projects, and the company's 2025 financial performance, showcasing growth in AFFO and strategic investments. The content also includes market data, rankings, and a Q&A section about BNL's stock price and market capitalization.
Keybanc Upgrades Broadstone Net Lease (BNL)
Keybanc has upgraded Broadstone Net Lease (BNL), indicating a positive outlook for the company's stock. This upgrade by a prominent financial analyst firm often leads to increased investor interest and can impact the stock's market performance.
[ARS] Broadstone Net Lease, Inc. SEC Filing
This article announces an SEC filing for Broadstone Net Lease, Inc. (BNL), specifically an ARS form dated March 20, 2026. It highlights the low impact and neutral sentiment of the filing and provides an overview of BNL's stock performance and recent news, including previous SEC filings and financial announcements.
Miller Global Investments LLC Makes New Investment in Broadstone Net Lease, Inc. $BNL
Miller Global Investments LLC has acquired a new stake of 54,860 shares in Broadstone Net Lease (BNL) valued at approximately $953,000, bringing institutional ownership to about 89.07%. Broadstone Net Lease currently holds a "Moderate Buy" consensus rating from analysts with an average price target of $20.20, and the company recently raised its quarterly dividend to $0.2925 per share, offering a 6.0% yield. This investment comes despite the company missing its recent quarterly EPS estimates.
BNL: Updated Return Assumptions And Development Pipeline Will Shape Balanced Outlook
Analysts have increased their price target for Broadstone Net Lease (BNL) from $19 to $20 per share, reflecting updated fair value assumptions, a slightly eased discount rate, and higher expected revenue growth. While the net profit margin is projected to decrease significantly, the future P/E multiple has increased. The company has also added two new build-to-suit development projects to its pipeline and declared a quarterly dividend of US$0.2925 per share.
2,126,373 Shares in Broadstone Net Lease, Inc. $BNL Acquired by Hudson Bay Capital Management LP
Hudson Bay Capital Management LP has acquired a new stake of 2,126,373 shares in Broadstone Net Lease (BNL) during Q3, valued at approximately $37.998 million, making up about 1.12% of the company. Broadstone Net Lease recently announced an increased quarterly dividend of $0.2925 per share, resulting in a 6.1% yield, despite missing quarterly EPS estimates. The company has a "Moderate Buy" consensus analyst rating with an average price target of $20.20 and institutional investors own 89.07% of its stock.
Broadstone Net Lease raises 2025 AFFO per share guidance to $1.49-$1.50 amid robust build-to-suit momentum
Broadstone Net Lease (BNL) has increased its 2025 adjusted funds from operations (AFFO) per share guidance to $1.49-$1.50, up from the previously estimated $1.45-$1.48. This upward revision is attributed to strong momentum in the company's build-to-suit pipeline, indicating positive growth prospects for the real estate investment trust.
Broadstone Net Lease (BNL) upgraded to buy: What does it mean for the stock?
This article discusses the recent upgrade of Broadstone Net Lease (BNL) stock by analysts to a "buy" rating. It explores the potential implications of this upgrade for the stock's performance. The content will detail the reasons behind the upgrade and what investors might expect.
Avoiding Lag: Real-Time Signals in (BNL) Movement
This article provides a real-time analysis of Broadstone Net Lease Inc. (BNL), highlighting a mid-channel oscillation pattern and a strong risk-reward short setup. It details institutional trading strategies, including long, breakout, and short positions, along with multi-timeframe signal analysis for near, mid, and long-term horizons. The piece emphasizes the prevailing positive sentiment and offers access to AI-generated signals and risk management tools for traders.
Broadstone Net Lease (NYSE: BNL) CFO awarded shares, withholds stock for taxes
Kevin Fennell, EVP, CFO & Treasurer of Broadstone Net Lease (NYSE: BNL), was granted 55,778 shares of common stock tied to performance awards for a three-year period ending February 28, 2026. Concurrently, 28,475 shares were withheld by the company at $18.97 per share to cover his tax obligations related to the vesting of these equity awards. Following these transactions, Fennell directly holds 220,036.11 shares, including unvested restricted stock.
Broadstone Net Lease (BNL) SVP receives performance-based stock award
Broadstone Net Lease, Inc. (BNL) announced that Molly Wiegel, SVP of Human Resources & Admin, received 9,917 shares of common stock after achieving performance criteria spanning three years. To cover tax obligations, 3,576 shares were withheld by the company. Following these transactions, Wiegel directly holds 72,296.72 shares, including unvested restricted stock.
[Form 4] Broadstone Net Lease, Inc. Insider Trading Activity
Broadstone Net Lease, Inc.'s President & COO, Ryan M. Albano, reported an equity compensation event where he received 111,557 shares of common stock at no cost after performance criteria were met for a three-year period. Concurrently, 56,950 shares were withheld by the company to cover tax obligations. Following these transactions, Albano directly owns 400,605 shares, including unvested restricted stock.
Analysts Have Conflicting Sentiments on These Real Estate Companies: Sun Communities (SUI) and Broadstone Net Lease (BNL)
This article highlights conflicting analyst sentiments towards two real estate companies: Sun Communities (SUI) and Broadstone Net Lease (BNL). While both companies have a "Moderate Buy" consensus, individual analysts like Adam Kramer downgraded Sun Communities to "Hold," and Jay Kornreich maintained a "Buy" rating for Broadstone Net Lease. The article provides price targets and analyst success rates for context.
A Look At Broadstone Net Lease (BNL) Valuation After New Developments And 2026 Guidance
Broadstone Net Lease (BNL) recently announced new build-to-suit developments worth $62.1 million, expanded its pipeline by $117.4 million, and issued 2026 guidance. The stock is currently trading at $19.31, showing momentum with a 9.9% 90-day return and a 20.85% 1-year total shareholder return. While analysts and an intrinsic value model suggest the stock is undervalued at $20.18, its P/E ratio of 38.8x is higher than its fair ratio and industry averages, indicating expectations might already be priced in.
Broadstone Net Lease (BNL) SVP awarded 12,397 shares, 4,470 withheld for tax
Broadstone Net Lease, Inc. SVP Michael B. Caruso was awarded 12,397 shares of common stock as equity compensation for achieving long-term performance criteria. The company withheld 4,470 shares to cover tax obligations related to the award, valued at $18.97 per share. Following these transactions, Caruso directly holds 112,947 shares, including unvested restricted stock, aligning his interests with the company's performance.
A Look At Broadstone Net Lease (BNL) Valuation After New Developments And 2026 Guidance
Broadstone Net Lease (BNL) recently announced new build-to-suit developments and issued 2026 guidance, coming at a time when its share price has seen positive momentum. While the company's valuation narrative suggests it is 4.3% undervalued, its P/E ratio of 38.8x is significantly higher than peers and the broader REIT market, indicating that high expectations may already be priced in. Investors are advised to consider the potential rewards and risks, including credit issues for tenants or increased competition, before making investment decisions.
Broadstone Net Lease (NYSE: BNL) CAO granted shares with tax withholding
Broadstone Net Lease's SVP and Chief Accounting Officer, Jennie O'Brien, received 9,917 shares of common stock as a performance-based award for a three-year period ending February 28, 2026. To cover tax obligations, 3,576 shares were withheld by the company at $18.97 per share. Following these transactions, O'Brien directly holds 78,043.794 shares, including unvested restricted stock.
Executive at Broadstone Net Lease (NYSE: BNL) receives stock grant, tax withheld
John Callan, SVP & General Counsel at Broadstone Net Lease (NYSE: BNL), received a grant of 12,397 common shares after fulfilling performance criteria for a three-year period. To cover tax obligations, 4,470 shares were withheld by the company at $18.97 per share. Following these transactions, Callan directly holds 104,140 common shares, including unvested restricted stock, with shared voting and investment power with his spouse.
Cantor Fitzgerald reiterates Broadstone Net Lease stock rating
Cantor Fitzgerald recently reiterated an Overweight rating and $21.00 price target for Broadstone Net Lease (NYSE:BNL) after meetings with management. The firm noted Broadstone's robust industrial build-to-suit development pipeline and potential for mid-single-digit earnings growth. Despite strong financial performance and strategic efforts, the stock experienced a decline in premarket trading following its Q4 2025 earnings report.
BNL,BJ Volatility & Greeks
The article provides detailed financial data and news sentiment for two companies: Broadstone Net Lease Inc (BNL) and BJ's Wholesale Club Holdings Inc (BJ). It includes stock performance metrics, analyst ratings, insider trading activities, and recent news headlines for both companies, giving a comprehensive overview of their market positions and recent developments.
124,459 Shares in Broadstone Net Lease, Inc. $BNL Acquired by Cbre Investment Management Listed Real Assets LLC
CBRE Investment Management Listed Real Assets LLC recently acquired 124,459 shares of Broadstone Net Lease (NYSE:BNL) in Q3, valued at approximately $2.224 million, increasing institutional ownership to about 89.07%. Broadstone Net Lease reported Q3 EPS of $0.17, missing consensus estimates, but provided FY2026 EPS guidance of $1.53-$1.57, which is above analyst expectations. The company also announced an increased quarterly dividend of $0.2925, resulting in an annualized dividend of $1.17 and a 6.2% yield.
Broadstone Net Lease (BNL) Raised to Buy: What Are the Implications for the Stock?
Broadstone Net Lease (BNL) has received a Zacks Rank #2 (Buy) due to improved earnings expectations, signaling potential short-term stock price growth. This upgrade reflects optimism about the company's future earnings and aligns with research correlating earnings estimate revisions with stock price movements. As a result, BNL is among the top 20% of stocks tracked by Zacks for estimate revisions, suggesting further potential for gains.
Broadstone Net Lease, Inc. (NYSE:BNL) Given Consensus Recommendation of "Moderate Buy" by Brokerages
Broadstone Net Lease, Inc. (NYSE:BNL) has received a consensus "Moderate Buy" rating from eleven brokerages, with an average one-year target price of $20.20. Despite missing quarterly EPS estimates, the company provided strong FY 2026 guidance and increased its dividend, though it has a high payout ratio. Institutional investors have also been actively adjusting their holdings in BNL.
What Broadstone Net Lease (BNL)'s New Build-to-Suit Commitments and Debt Raise Mean For Shareholders
Broadstone Net Lease (BNL) has expanded its build-to-suit pipeline with new commitments totaling US$62.1 million for an industrial warehouse and a retail development, alongside a US$350 million senior notes offering. These moves, coupled with an insider share purchase, signal management's confidence in the company's development-led growth strategy. Despite this growth, investors are encouraged to consider the potential impact of rising borrowing costs and leverage, balancing the optimistic development narrative with potential risks.
UBS Raises Price Target for Broadstone Net Lease (BNL) to $20
UBS has increased its price target for Broadstone Net Lease (BNL) to $20, while maintaining a Neutral rating. This adjustment reflects a 5.26% rise from the previous target of $19, indicating confidence in the stock's future performance. The article also notes diverse analyst perspectives on BNL, with an average target price of $20.56 and an "Outperform" consensus recommendation from brokerage firms.
What Broadstone Net Lease (BNL)'s New Build-to-Suit Commitments and Debt Raise Mean For Shareholders
Broadstone Net Lease (BNL) has announced new build-to-suit commitments totaling $62.1 million for industrial and retail properties, alongside a $350 million senior notes offering. These moves, coupled with insider buying, indicate management's confidence in growth through development. While these developments support expansion, the article highlights rising borrowing costs and leverage as significant concerns for investors, potentially affecting the company's valuation and dividend sustainability.
Victory Capital Management Inc. Trims Holdings in Broadstone Net Lease, Inc. $BNL
Victory Capital Management Inc. reduced its stake in Broadstone Net Lease (BNL) by 5.2% during Q3, holding 1,937,720 shares. Despite missing quarterly earnings estimates, Broadstone Net Lease increased its quarterly dividend to $0.2925, resulting in an annualized yield of 6.1% and a high payout ratio of 234%. Analysts currently rate BNL as a "Moderate Buy" with an average price target of $19.90.
Broadstone Net Lease, Inc. $BNL Shares Acquired by American Century Companies Inc.
American Century Companies Inc. significantly increased its stake in Broadstone Net Lease (NYSE:BNL) by 1,640.8% in Q3, now holding 1,355,448 shares valued at $24.22 million. Institutional investors collectively own 89.07% of the company's stock. Broadstone Net Lease recently announced a quarterly dividend increase to $0.2925 per share, offering a 6.1% yield, and despite missing last quarter's EPS, the company issued optimistic FY2026 guidance, aligning with a "Moderate Buy" consensus from analysts.
Neo Ivy Capital Management Makes New $2.84 Million Investment in Broadstone Net Lease, Inc. $BNL
Neo Ivy Capital Management has made a new $2.84 million investment in Broadstone Net Lease (NYSE: BNL), acquiring 158,684 shares. Broadstone Net Lease, a real estate investment trust, recently missed its quarterly EPS estimates but raised its quarterly dividend, now yielding approximately 6.1%. Institutional ownership of the company is high, and analysts currently maintain a "Moderate Buy" rating for the stock.
Broadstone Net Lease, Inc. $BNL Shares Sold by Fisher Asset Management LLC
Fisher Asset Management LLC reduced its stake in Broadstone Net Lease, Inc. (NYSE:BNL) by 16.8% in the third quarter, selling over 53,000 shares. Despite this, other institutional investors increased their holdings, and analysts maintain a "Moderate Buy" rating for the stock with a consensus target price of $19.90. Broadstone Net Lease also recently declared an increased quarterly dividend of $0.2925 per share.
Broadstone Net Lease (BNL) SVP reports restricted stock grant and tax withholding
William D. Garner, SVP of Acquisitions at Broadstone Net Lease (BNL), reported routine equity compensation activity. On March 2, 2026, he had 4,478 shares withheld for tax obligations and received a grant of 9,312 restricted shares under the company's 2020 Omnibus Equity and Incentive Plan. Following these transactions, Garner beneficially owned 84,842 common shares, including 62,103 unvested restricted shares.
Broadstone Net Lease (BNL) COO receives 43,455-share restricted stock grant
Broadstone Net Lease, Inc. (BNL) President & COO Ryan M Albano reported two stock transactions. He received a grant of 43,455 restricted shares under the 2020 Omnibus Equity and Incentive Plan, vesting in four equal annual installments starting around February 28, 2027. Additionally, 16,005 common shares were withheld to cover tax obligations related to the vesting of prior awards. After these transactions, Albano directly owns 345,998 common shares, including 183,089 unvested restricted shares.
Broadstone Net Lease (BNL) CEO awarded stock, withholds shares for taxes
Broadstone Net Lease (BNL) CEO John David Moragne engaged in routine equity compensation transactions, including the disposal of 24,681 shares at $19.39 each to cover tax obligations from prior equity vesting. Concurrently, he was awarded 78,632 restricted shares at a $0.00 price, which will vest in four equal installments starting February 28, 2026. Following these transactions, Moragne directly owns 503,742 shares, including 337,517 unvested restricted shares, shared jointly with his spouse.
Quantbot Technologies LP Cuts Position in Broadstone Net Lease, Inc. $BNL
Quantbot Technologies LP significantly reduced its stake in Broadstone Net Lease, Inc. (NYSE:BNL) by 34.2% in the third quarter, now owning 131,131 shares valued at $2.34 million. Despite this, other institutional investors increased their holdings, and analysts maintain a "Moderate Buy" rating with an average price target of $19.90 for the company. Broadstone Net Lease also announced an increased quarterly dividend of $0.2925, payable on April 15th.
Broadstone Net Lease (NYSE:BNL) - Stock Analysis
This Simply Wall St analysis of Broadstone Net Lease (NYSE:BNL) provides a detailed stock report covering its market valuation, future growth prospects, past performance, financial health, and dividend reliability. The article highlights that BNL is trading significantly below its estimated fair value, with predicted earnings growth, and focuses on its strategy within industrial and essential retail properties. It also includes community insights, competitive landscape, price history, and recent updates including dividend announcements and earnings reports.
