BDN

Brandywine Realty Trust
BDN
Market cap $745M

4.31 USD

+0.14

3.36%

At close May 15, 4:00 PM EDT

After hours

4.17

-0.14

3.25%

1 day

3.36%

5 days

4.87%

1 month

15.55%

3 months

-12.04%

6 months

-17.12%

Year to date

-23.45%

1 year

-12.93%

5 years

-49.71%

10 years

-70.48%

About: Brandywine Realty Trust engaged in the acquisition, development, redevelopment, ownership, management, and operation of a portfolio of office, life science/lab, residential, and mixed-use properties. The company owned and managed properties within five segments. The Philadelphia CBD segment includes properties located in the City of Philadelphia in Pennsylvania. The Pennsylvania Suburbs segment includes properties in Chester, Delaware and Montgomery counties in the Philadelphia suburbs. The Austin, Texas segment includes properties in the City of Austin, Texas. The Metropolitan Washington, D.C. segment includes properties in Northern Virginia, Washington, D.C. and Southern Maryland. The Other segment includes properties in Camden County, New Jersey and New Castle County, Delaware.

Employees: 290

Real Estate Office REIT

0

Funds holding %

of 7,425 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

200% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 3 (+2) [Q4]

14% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 84

9% more capital invested

Capital invested by funds: $793M [Q3] → $865M (+$72.2M) [Q4]

5.08% more ownership

Funds ownership: 84.42% [Q3] → 89.5% (+5.08%) [Q4]

7% less funds holding

Funds holding: 282 [Q3] → 263 (-19) [Q4]

36% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 42

61% less call options, than puts

Call options by funds: $845K | Put options by funds: $2.19M

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Research analyst outlook

We haven’t received any recent analyst ratings for BDN.

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Financial journalist opinion

Based on 8 articles about BDN published over the past 30 days

Tensions Ease Ahead Of Critical Week

US equity markets resumed their recovery this week from the "liberation day" plunge after the White House negotiated trade deals with several nations and indicated plans to ease China tariffs. Trimming its drawdown to around 10% from its mid-February highs, the S&P 500 rallied 4.6% this week - erasing an early-week dip with four-straight days of gains. After posting significant outperformance last week, real estate equities were among the laggards this week despite a solid start to REIT earnings season and a much-needed retreat in benchmark rates.

Tensions Ease Ahead Of Critical Week

Brandywine Realty Q1 Earnings Show Continued Stress

Brandywine Realty Trust faces significant challenges, with shares down nearly 30% YTD and a high dividend yield of over 15%. Q1 earnings reveal declining leasing activity and unsustainable cash burn, despite management's optimistic outlook and modest debt repayment. The life science market downturn exacerbates BDN's issues, with a 500,000 sq ft speculative project in Philadelphia struggling to find tenants and showing to office users.

Brandywine Realty Q1 Earnings Show Continued Stress

Brandywine Realty Trust: This REIT May Prove The Market Wrong

Brandywine Realty Trust is an office REIT undervalued due to market volatility, presenting a contrarian investment opportunity. Office market dynamics show bullish trends, with a 36% QoQ increase in high-quality asset absorption and the lowest new construction in 12 years. New supply is dramatically falling, favorably shifting supply-demand dynamics, potentially increasing future rents and decreasing tenant incentives.

Brandywine Realty Trust: This REIT May Prove The Market Wrong

Brandywine Realty Trust: Avoid The 15% Dividend Yield

Brandywine Realty Trust has seen its dividend yield expand radically to 15% on the back of a tariff-induced selloff of REITs. The REIT paid out 98.4% of its fiscal 2025 first quarter FFO as a dividend to common shareholders. There are no significant lease expirations through 2025, with no further debt maturing following the February payment of a $70 million unsecured term loan.

Brandywine Realty Trust: Avoid The 15% Dividend Yield

Brandywine Realty Trust (BDN) Q1 2025 Earnings Call Transcript

Brandywine Realty Trust (NYSE:BDN ) Q1 2025 Earnings Conference Call April 23, 2025 9:00 AM ET Company Participants Gerard Sweeney - President and Chief Executive Officer Thomas Wirth - Executive Vice President and Chief Financial Officer George Johnstone - Executive Vice President, Operations Conference Call Participants Anthony Paolone - JPMorgan Steve Sakwa - Evercore ISI Seth Bergey - Citi Michael Lewis - Truist Securities Gabrielle Horvath - KeyBanc Capital Markets Dylan Burzinski - Green Street Operator Good day and welcome to the Brandywine Realty Trust First Quarter 2025 Earnings Call. At this time, all participants are in a listen-only mode.

Brandywine Realty Trust (BDN) Q1 2025 Earnings Call Transcript

Zacks Investment Research

Here's What Key Metrics Tell Us About Brandywine Realty Trust (BDN) Q1 Earnings

The headline numbers for Brandywine Realty Trust (BDN) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Here's What Key Metrics Tell Us About Brandywine Realty Trust (BDN) Q1 Earnings

Zacks Investment Research

Brandywine Realty Trust (BDN) Q1 FFO Lag Estimates

Brandywine Realty Trust (BDN) came out with quarterly funds from operations (FFO) of $0.14 per share, missing the Zacks Consensus Estimate of $0.15 per share. This compares to FFO of $0.24 per share a year ago.

Brandywine Realty Trust (BDN) Q1 FFO Lag Estimates

Brandywine Realty Trust Announces First Quarter 2025 Results and Narrows 2025 Guidance

PHILADELPHIA, April 22, 2025 (GLOBE NEWSWIRE) -- Brandywine Realty Trust (NYSE:BDN) today reported its financial and operating results for the three months ended March 31, 2025.

Brandywine Realty Trust Announces First Quarter 2025 Results and Narrows 2025 Guidance

Mousetraps: 9 High-Yield REITS With Potentially Unsafe Dividends

The recent sell-off has increased the temptation to reach for some of the many high-yield REITs, but beware of "mousetrap" REITs with unsustainable dividends. Dividend safety is crucial; a cut can lead to plummeting share prices and reduced income, leaving investors with significant losses. Seeking Alpha Premium's Dividend Safety score helps identify risky REITs; grades range from A+ (safe) to F (high risk of cuts).

Mousetraps: 9 High-Yield REITS With Potentially Unsafe Dividends

Capital First, Payouts Later: A Smarter Take On Dividend Investing

Mr. Market tends to panic at dividend cuts, reacting emotionally instead of rationally. Dividend cuts can create attractive entry points when driven by smart capital reallocation. I take a contrarian, long-term view — buying when others sell and focusing on cash flow, not headlines.

Capital First, Payouts Later: A Smarter Take On Dividend Investing

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