BDN

Brandywine Realty Trust

BDN

Market cap $776M

Overview Fund Activity

4.47 USD

-0.01

0.22%

At close Updated Sep 17, 4:00 PM EDT

Pre-market

After hours

4.54

+0.07

1.57%

1 day

-0.22%

5 days

1.82%

1 month

12.03%

3 months

1.13%

6 months

-3.25%

Year to date

-20.6%

1 year

-16.91%

5 years

-59.47%

10 years

-64.24%

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 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

29% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 83

0% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]

1.08% less ownership

Funds ownership: 86.47% [Q1] → 85.38% (-1.08%) [Q2]

5% less capital invested

Capital invested by funds: $667M [Q1] → $633M (-$33.5M) [Q2]

6% less funds holding

Funds holding: 276 [Q1] → 260 (-16) [Q2]

31% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 36

75% less call options, than puts

Call options by funds: $513K | Put options by funds: $2.01M

See Fund Rankings

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

Low target

$4

11% downside

Avg. target

$4

11% downside

High target

$4

11% downside

1 analyst rating

0 positive

0%

1 neutral

100%

0 negative

0%

Truist Securities

Michael Lewis

$4

Hold

Downgraded

16 Sep 2025

See Analyst Rankings

Financial journalist opinion

2 Popular REITs Facing Deep Structural Problems

REIT investors are attracted to high-yielding opportunities. But many of the highest-yielding REITs are risky. I highlight two popular high-yielding REITs to avoid.

2 Popular REITs Facing Deep Structural Problems

Brandywine Realty: Charging Head First (Rating Downgrade)

BDN faces unsustainable dividends, high leverage, and operational stagnation, with a payout ratio exceeding 175% of earnings. Management's decision to maintain the high dividend and pursue new developments, like a hotel, strains liquidity and distracts from core business challenges. BDN's costly debt issuance at nearly 9% highlights market skepticism and further weakens their financial flexibility amid ongoing portfolio vacancies.

Brandywine Realty: Charging Head First (Rating Downgrade)

What I Wish I Knew Before Becoming A REIT Investor

I have made many mistakes in my REIT investing career. Some of which have cost me dearly. Learn from me to improve your future investment results.

What I Wish I Knew Before Becoming A REIT Investor

NAV Monitor: U.S. REITs Close July At Median 20.3% Discount To Net Asset Value

Publicly-listed US equity real estate investment trusts closed July at a median 20.3% discount to their consensus net asset value (NAV) per share estimates. The hotel REIT sector once again traded at the steepest median discount to NAV, at 35.6%. At 20.0%, the healthcare REIT sector traded at the largest premium to NAV at July-end, while the two datacenter REITs closed the recent month at a median 6.2% premium to NAV.

NAV Monitor: U.S. REITs Close July At Median 20.3% Discount To Net Asset Value

Sell Alert: 3 REITs That Will Likely Cut Their Dividend

Not all REIT dividends are sustainable. If a REIT yields over 10%, it is typically a big red flag. I highlight 3 popular 10%+ yielders that are likely to cut their dividend.

Sell Alert: 3 REITs That Will Likely Cut Their Dividend

Fed Looms Over Mid-Summer Rally

U.S. equity markets rallied to fresh record-highs this week as investors cheered upbeat corporate earnings results and several major trade deals ahead of a frenetic week of potentially narrative-shifting catalysts. Months of tariff bemoaning and general pessimism have surrendered of late to some mid-summer optimism, but a barrage of obstacles loom, including a Fed that is ever-eager to play spoiler. Notching record-highs in four of the past five weeks, the S&P 500 rallied another 1.5% this week, advancing in all five trading sessions.

Fed Looms Over Mid-Summer Rally

Brandywine Realty Trust: I'm Downgrading While Expanding My Position (Let Me Explain This Paradox)

I'm downgrading Brandywine Realty Trust due to dividend uncertainty but continue accumulating shares, seeing deep value and misunderstood upside potential. Leasing trends, asset sales at strong cap rates, and management's shift from expensive to cheaper debt support my bullish long-term thesis. Dividend coverage is not covered by free cash flow, but I prioritize capital allocation and stabilization over maintaining a high payout in turnaround situations.

Brandywine Realty Trust: I'm Downgrading While Expanding My Position (Let Me Explain This Paradox)

Brandywine Realty Trust (BDN) Q2 2025 Earnings Call Transcript

Brandywine Realty Trust (NYSE:BDN ) Q2 2025 Earnings Conference Call July 24, 2025 9:00 AM ET Company Participants George D. Johnstone - Executive Vice President of Operations Gerard H.

Brandywine Realty Trust (BDN) Q2 2025 Earnings Call Transcript

The Motley Fool

Brandywine Realty Trust Beats Q2 Views

Brandywine Realty Trust Beats Q2 Views

Brandywine Realty Trust Beats Q2 Views

Zacks Investment Research

Brandywine Realty Trust (BDN) Q2 FFO Lag Estimates

Brandywine Realty Trust (BDN) came out with quarterly funds from operations (FFO) of $0.15 per share, missing the Zacks Consensus Estimate of $0.17 per share. This compares to FFO of $0.22 per share a year ago.

Brandywine Realty Trust (BDN) Q2 FFO Lag Estimates

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