Broadstone Net Lease

BNL

Market cap $3.49B

Overview Fund Activity

18.44 USD

-0.06

0.32%

At close Updated Sep 17, 4:00 PM EDT

Pre-market

After hours

18.44

0.00

0%

1 day

-0.32%

5 days

-1.18%

1 month

11.08%

3 months

13.83%

6 months

7.77%

Year to date

17.53%

1 year

-0.75%

5 years

13.13%

10 years

13.13%

About: Broadstone Net Lease Inc is an internally managed real estate investment trust that invests in, owns, and manages single-tenant commercial real estate properties that are net leased on a long-term basis to a diversified group of tenants. The company has selectively invested in net leased assets in the industrial, healthcare, restaurant, retail, and office property types. The company focuses on investing in real estate that is operated by creditworthy single tenants in industries characterized by positive business drivers and trends. The company targets properties that are an integral part of the tenants' businesses and are therefore opportunities to secure long-term net leases.

Employees: 73

Real Estate Diversified REIT

0

Funds holding %

of 7,463 funds

0

Analysts bullish %

of 3 analysts

Fund manager confidence

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

826% more call options, than puts

Call options by funds: $3.36M | Put options by funds: $363K

61% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 92

24% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 29

1% more funds holding

Funds holding: 315 [Q1] → 319 (+4) [Q2]

1.16% more ownership

Funds ownership: 82.43% [Q1] → 83.59% (+1.16%) [Q2]

4% less capital invested

Capital invested by funds: $2.66B [Q1] → $2.54B (-$118M) [Q2]

60% less funds holding in top 10

Funds holding in top 10: 5 [Q1] → 2 (-3) [Q2]

See Fund Rankings

Research analyst outlook

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

Low target

$17

8% downside

Avg. target

$18.67

1% upside

High target

$20

8% upside

3 analyst ratings

2 positive

67%

1 neutral

33%

0 negative

0%

Keybanc Upal Rana	$20	Overweight Upgraded	19 Aug 2025
UBS Michael Goldsmith	$17	Neutral Maintained	15 Aug 2025
Wolfe Research Andrew Rosivach	$19	Outperform Upgraded	28 Jul 2025

See Analyst Rankings

Financial journalist opinion

Based on 7 articles about BNL published over the past 30 days

Zacks Investment Research

The Under $20 Breakout Trio Investors Shouldn't Ignore

Sally Beauty, Broadstone Net Lease and Opus Genetics emerge as today's breakout stock picks under $20, flagged for potential near-term gains.

The Under $20 Breakout Trio Investors Shouldn't Ignore

Dividend Income Summary: Lanny's July 2025 Summary

In July, we (my wife and I) received a dividend income total of $4,161.64. My other two Vanguard ETFs – S&P 500 (VOO) and Dividend Appreciation ETF (VIG) - both paid in July. We had a solid increase month, 3 stocks is fine with me here in 2025. Dividend growth has been soft, so 3 stocks increasing dividends is great with me.

Dividend Income Summary: Lanny's July 2025 Summary

Price Dislocation In Diversified REITs

Diversified REITs are trading at a 24% discount to the value implied by their underlying real estate assets, based on cap rate analysis. This discount exists despite diversified REITs owning similar property mixes as pure-play REITs, suggesting a mispricing opportunity for investors. While some valuation gap is justified, I believe the current discount is excessive and presents a compelling opportunity in diversified REITs.

Price Dislocation In Diversified REITs

Investors Business Daily

REIT Stock Broadstone Mixes Attractive Dividend And Strong Foundation

REIT stock Broadstone manages a diversified portfolio of 766 properties across 44 U.S. states and four Canadian provinces.

REIT Stock Broadstone Mixes Attractive Dividend And Strong Foundation

Broadstone Net Lease: Repricing Means Rerating (Rating Downgrade)

Broadstone Net Lease previously traded at a steep discount to peers, offering significant upside and a high dividend yield for risk-tolerant investors. Recent management actions, including portfolio repositioning and capital recycling, have improved BNL's outlook and driven a 15% share price rally. After this sharp rally, BNL's valuation is now in line with peers, removing its prior discount-driven investment catalyst.

Broadstone Net Lease: Repricing Means Rerating (Rating Downgrade)

3 Triple Net REITs Positioned For Average 10% Returns

Triple net REITs are now highly attractive due to higher cap rates, strong rent escalators, and notably cheap valuations versus the broader REIT sector. Cap rates have reset to 7%-9.5%, and escalators of 2%-3.5% are back, driving long-term accretive growth for triple net REITs. Valuations are compelling, with average yields of 6.1% and payout ratios at 76%, setting up double-digit total return potential.

3 Triple Net REITs Positioned For Average 10% Returns

Zacks Investment Research

Is Broadstone Net Lease (BNL) Stock Outpacing Its Finance Peers This Year?

Here is how Broadstone Net Lease, Inc. (BNL) and Applied Digital Corporation (APLD) have performed compared to their sector so far this year.

Is Broadstone Net Lease (BNL) Stock Outpacing Its Finance Peers This Year?

Broadstone Net Lease: Thriving From The Doldrums

BNL trades at a significant discount to peers, offering a compelling opportunity for multiple expansion if market sentiment shifts. Management is proactively addressing capital constraints by exploring creative capital recycling and portfolio optimization strategies. The payout ratio remains manageable, and BNL is shifting focus toward higher-quality industrial and retail assets for long-term value.

Broadstone Net Lease: Thriving From The Doldrums

Broadstone Net Lease, Inc. (BNL) Q2 2025 Earnings Call Transcript

Broadstone Net Lease, Inc. (NYSE:BNL ) Q2 2025 Earnings Conference Call July 31, 2025 1:00 PM ET Company Participants Brent Maedl - Corporate Participant John D. Moragne - CEO & Director Kevin M.

Broadstone Net Lease, Inc. (BNL) Q2 2025 Earnings Call Transcript

Zacks Investment Research

Broadstone Net Lease, Inc. (BNL) Surpasses Q2 FFO and Revenue Estimates

Broadstone Net Lease, Inc. (BNL) came out with quarterly funds from operations (FFO) of $0.38 per share, beating the Zacks Consensus Estimate of $0.37 per share. This compares to FFO of $0.36 per share a year ago.

Broadstone Net Lease, Inc. (BNL) Surpasses Q2 FFO and Revenue Estimates

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