Earnings call transcript: Gladstone Commercial Q4 2025 beats expectations
Gladstone Commercial Corporation (GOOD) reported strong Q4 2025 results, exceeding analyst expectations with EPS of $0.05 and revenue of $43.46 million. The company maintained a high portfolio occupancy of 99.1% and increased its industrial asset concentration to 69% of annualized straight-line rent. Looking ahead, Gladstone Commercial plans to further increase industrial assets to 70% and utilize its revolving credit facility for acquisitions, with a goal to finance through private placements.
Gladstone Commercial: Fourth Quarter Earnings Overview
Gladstone Commercial Corp., a real estate investment trust, announced its financial results for the fourth quarter, reporting funds from operations of $17.9 million, or 37 cents per share, and a net income of $2.2 million, or 5 cents per share. The company's quarterly revenue stood at $43.5 million. For the full year, Gladstone Commercial recorded $65.7 million in funds from operations and $161.3 million in revenue.
Gladstone Commercial (GOOD) Exceeds Market Returns: Some Facts to Consider
Gladstone Commercial (GOOD) recently closed up 1.21%, outperforming the S&P 500. The company is set to release its Q4 2025 earnings on February 18, 2026, with an expected EPS of $0.36 and revenue of $39 million. Despite recent declines in the past month, analysts' estimate revisions are being monitored, and the stock currently holds a Zacks Rank #3 (Hold) with a Forward P/E ratio indicating a discount compared to its industry.
Gladstone Commercial Corporation Announces Monthly Cash Distributions for January, February and March 2026 and Earnings Release and Conference Call Dates for its Fourth Quarter Ended December 31, 2025
Gladstone Commercial Corporation has declared cash distributions for common, senior common, Series E, Series F, and Series G preferred stocks for January, February, and March 2026. The company also announced plans to report its fourth-quarter 2025 earnings after the stock market closes on Wednesday, February 18, 2026, followed by a conference call on February 19, 2026, to discuss the results. Detailed schedules for the distributions and information on accessing the earnings call and replay have been provided.
Gladstone Commercial Corporation Plans Monthly Dividend of $0.10 (NASDAQ:GOOD)
Gladstone Commercial Corporation (NASDAQ:GOOD) announced a monthly dividend of $0.10 per share, equivalent to an annualized $1.20 and a 10.7% yield. While analysts forecast $1.50 EPS for next year, the company's current payout ratio of 413.8% means it relies on its balance sheet to cover dividends. Shares are trading at $11.26, and the company missed Q3 EPS estimates, with Wall Street maintaining a "Hold" rating and an average price target of $12.00.
Gladstone Commercial Announces Industrial Acquisition in Harrison Township, Michigan
Gladstone Commercial Corporation announced the acquisition of a 215,102-square-foot industrial facility in Harrison Township, Michigan, for $16.25 million. The property is fully leased to Yanfeng International Automotive Technology US, an investment-grade automotive supplier, strengthening Gladstone Commercial's industrial portfolio with a mission-critical asset in a growth market. This acquisition aligns with their strategy of acquiring high-quality industrial assets leased to strong credit tenants and is expected to be immediately accretive.
Gladstone Commercial Announces Issuance of $85 Million of Senior Unsecured Notes
Gladstone Commercial Limited Partnership, a subsidiary of Gladstone Commercial Corporation (Nasdaq:GOOD), has successfully issued $85 million in 5.99% senior unsecured notes due December 15, 2030, through a private placement. The proceeds will be used to repay existing debt under its revolving credit facility and for general corporate purposes. This issuance marks Gladstone Commercial's second entry into the long-term unsecured debt market, aligning with its strategy to move away from secured mortgage debt.
Gladstone Commercial Announces Issuance of $85 Million of Senior Unsecured Notes
Gladstone Commercial Corporation announced that its subsidiary, Gladstone Commercial Limited Partnership, has closed $85 million in 5.99% senior unsecured notes due December 15, 2030, in a private placement with institutional investors. The proceeds will be used to repay outstanding indebtedness and for general corporate purposes. This issuance marks the company's second venture into the long-term unsecured debt market, moving away from secured mortgage debt.
Gladstone Commercial Announces Issuance of $85 Million of Senior Unsecured Notes
Gladstone Commercial Corporation announced that its subsidiary, Gladstone Commercial Limited Partnership, has issued $85 million in 5.99% senior unsecured notes due December 15, 2030, through a private placement. The proceeds will be used to repay existing debt and for general corporate purposes, marking the company's second issuance in the long-term unsecured debt market. This move continues their strategy of shifting away from secured mortgage debt.
Gladstone Commercial Corporation Announces Monthly Cash Distributions for October, November and December 2025 and Earnings Release and Conference Call Dates for its Third Quarter Ended September 30, 2025
Gladstone Commercial Corporation announced its monthly cash distributions for common stock, senior common stock, Series E Preferred Stock, Series F Preferred Stock, and Series G Preferred Stock for October, November, and December 2025. The company also announced it would report third-quarter 2025 earnings after market close on November 3, 2025, and hold a conference call on November 4, 2025, to discuss these results.
Gerson, Gladstone commercial CFO, buys $5327 in GOOD stock
Gary Gerson, CFO of GLADSTONE COMMERCIAL CORP (NASDAQ:GOOD), recently purchased 500 shares for $5,327, at a price near the stock's 52-week low. This insider transaction comes as the REIT offers an 11.27% dividend yield and has consistently paid dividends for 23 years, despite a year-to-date decline in stock price. Analysts project potential upside, with a consensus price target between $12 and $16 for the stock.
Gladstone Commercial Corporation Announces Monthly Cash Distributions for October, November and December 2025 and Earnings Release and Conference Call Dates for its Third Quarter Ended September 30, 2025
Gladstone Commercial Corporation (GOOD) declared monthly cash distributions for common stock, senior common stock, Series E, F, and G Preferred Stocks for October, November, and December 2025. The company also announced plans to report third-quarter earnings on November 3, 2025, and will hold a conference call on November 4, 2025, to discuss the results.
Gladstone Commercial Corporation Earnings Call and Webcast Information
Gladstone Commercial Corporation (Nasdaq: GOOD) announced details for its Third Quarter Ended September 30, 2025 Earnings Call & Webcast. The event is scheduled for Tuesday, November 4, 2025, at 8:30 a.m. ET, with access available via webcast and phone. A replay will also be accessible until November 11, 2025.
Gladstone Commercial Corporation Announces Monthly Cash Distributions for October, November and December 2025 and Earnings Release and Conference Call Dates for its Third Quarter Ended September 30, 2025
Gladstone Commercial Corporation (GOOD) declared monthly cash distributions for its common stock and various preferred stock series for October, November, and December 2025. The company also announced that its third-quarter 2025 earnings will be released on November 3, 2025, followed by a conference call on November 4, 2025, to discuss the results.
CORRECTION FROM SOURCE: Gladstone Commercial Amends, Extends and Upsizes Credit Facility - Yahoo Finance
Gladstone Commercial Corporation announced the amendment, extension, and upsizing of its credit facility, with the maturity dates for its revolving credit and term loans extended to October 2029 and February 2030, respectively. This transaction provides the company with significant liquidity and a favorable extended debt maturity profile, supported by Key Bank, Bank of America, The Huntington National Bank, and Fifth Third Bank National Association. The company also welcomed two new banks to the credit facility, which is expected to be instrumental in its continued growth.
Gladstone Commercial Expands Credit Facility to $600 Million - 富途牛牛
Gladstone Commercial (GOOD) has expanded its credit facility to $600 million. This news was reported by MT Newswires on October 14. The article also briefly mentions Unity Software's Q4 financial results, reporting revenue of $609 million and a loss of 66 cents per share.
Gladstone Commercial Amends, Extends and Upsizes Credit Facility - Gainesville Sun
Gladstone Commercial Corporation announced the amendment, extension, and upsizing of its syndicated credit facility. This action extends the maturity dates of its revolving credit facility and term loans to late 2029 and early 2030, enhancing liquidity and debt maturity profile. The company also welcomed two new banks to its bank group, supporting its continued growth strategy.
Gladstone Commercial Expands Credit Facility to $600 Million - MarketScreener
Gladstone Commercial Corporation announced on October 14, 2025, that it has expanded its credit facility to $600 million. This move follows recent acquisitions, including an industrial portfolio for $54.5 million on October 1st and a pet food production facility for $62.7 million in May. The company, a diversified REIT, continues to expand its portfolio of net-leased industrial and office properties across the United States.
Gladstone Commercial upsizes credit facility to $600 million - Investing.com
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Gladstone Commercial : Amends, Extends and Upsizes Credit Facility - MarketScreener
Gladstone Commercial Corporation announced it has amended, extended, and upsized its syndicated revolving credit and term loan facility from $475 million to $600 million, with an option to increase it to $850 million. This increased availability provides significant liquidity for future acquisitions and business operations. The maturity dates for the revolving credit facility and term loan components have also been extended to optimize the company's debt maturity profile.
Gladstone Commercial Amends, Extends and Upsizes Credit Facility
Gladstone Commercial Corporation (NASDAQ: GOOD) has amended, extended, and upsized its credit facility, with the revolving credit facility and term loan components now maturing between October 2029 and February 2030. The upsized facility provides significant liquidity and a favorable extended debt maturity profile, and the company welcomed two new banks to its bank group. This move is expected to be instrumental in Gladstone Commercial's continued growth as it focuses on acquiring, owning, and operating net leased industrial and office properties across the U.S.
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Gladstone Commercial Corporation Reports Results for the Third Quarter Ended September 30, 2025
Gladstone Commercial Corporation reported its financial results for the third quarter ended September 30, 2025, showing a 1.8% increase in Core FFO to $16.4 million, or $0.35 per share. This growth was driven by higher revenues from acquisitions and leasing activity, despite increased interest and general administrative expenses. The company also collected 100% of cash rents, acquired a six-facility portfolio, and sold one non-core industrial property during the quarter.
Monthly Dividend Stock In Focus: Gladstone Commercial
Gladstone Commercial Corporation (GOOD) is a REIT offering a high 7.9% monthly dividend yield, appealing to income-focused investors. While its portfolio boasts high occupancy rates and diversified assets, the company's dividend safety is a concern due to a high payout ratio and flat FFO-per-share growth. Investors should monitor FFO levels closely, as even a modest decline could jeopardize the dividend, despite recent efforts to reduce leverage and a stable occupancy history.
Gladstone Commercial Announces Industrial Acquisition in Midland, TX
Gladstone Commercial (NASDAQ:GOOD) has acquired a 50,102-square-foot Class A industrial facility in Midland, Texas, at a 9.94% weighted GAAP capitalization rate. This acquisition, a long-term sale-leaseback transaction with a 15-year absolute NNN lease, aligns with Gladstone's strategy of acquiring functional assets leased to credit-worthy tenants in strong industrial markets. The facility is fully leased to a leading provider of electrical feedthrough connectors and wellhead solutions, primarily serving E&P operators in the Permian Basin, and is mission-critical to the tenant's operations.
Gladstone Commercial Executes 5 Year Lease Renewal at Office Property in Columbus, OH
Gladstone Commercial Corporation announced a 5-year lease extension with Morgan Stanley Smith Barney Financing LLC for 72,301 square feet of its office building in Columbus, Ohio. This renewal continues Morgan Stanley's tenancy through December 31, 2030, at the 4343 Easton Commons property. The company expressed pleasure in extending the relationship with Morgan Stanley, highlighting the tenant's positive impact.
Gladstone Commercial Corporation Executes 15-Year Lease Renewal at Office Property in New Albany, Ohio
Gladstone Commercial Corporation announced a 15-year lease renewal with CVG Management Corp. for its 50,499 square foot office building in New Albany, Ohio. This renewal extends CVG's occupancy until March 31, 2037, and is expected to increase Gladstone Commercial's AFFO and FFO. The property is strategically located near Intel's upcoming $20+ billion chip manufacturing campus.
Gladstone Buys Suburban Philly Office Asset
Gladstone Commercial Corp. has acquired a 60,016-square-foot Class A office building in Conshohocken, Pa., for $15.45 million, marking its first acquisition in this submarket. The property is fully leased to Fortune 500 construction contractor Jacobs Engineering Group Inc. and comes with an assumed fixed-rate mortgage.
T-Mobile renews lease on Wichita call center
T-Mobile has renewed its lease for its 69,287-square-foot call center in Wichita, Kansas, located at 2525 N. Woodlawn. The lease with property owner Gladstone Commercial Corp. is extended through September 2022. Gladstone Commercial, a real estate investment trust, built the facility to suit T-Mobile in 2000 and focuses on acquiring, owning, and operating net leased industrial and office properties across the U.S.
