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Broadstone Net Lease

BNL

Market cap $3.28B

17.59 USD

+0.49

2.87%

At close Updated Nov 2, 4:00 PM EST

Pre-market

After hours

17.59

0.00

0%

1 day

2.87%

5 days

1.32%

1 month

-5.23%

3 months

-17.26%

6 months

-9.38%

Year to date

0.74%

1 year

-3.09%

5 years

-34.32%

10 years

7.91%

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: 62

Real Estate Diversified REIT

News

Positive

Neutral

Negative

Sentiment 3-Months

Positive 28.6%

Neutral 71.4%

Negative 0%

AI Cracks Fuel REIT Comeback

U.S. equities were mixed in another volatile week as renewed weakness across AI and mega-cap technology stocks raised fresh concerns about the durability of the AI investment boom. The Fed held rates steady following September's hike, with two dissenters favoring another increase, while upgrading its assessment of economic activity from a "solid" to "strong" pace. Despite the hawkish vote, Chair Warsh struck a relatively dovish tone, declining to pre-commit to December as Treasury yields retreated for a fourth straight week.

AI Cracks Fuel REIT Comeback

Broadstone Net Lease Q3 Earnings Call Highlights

Broadstone Net Lease NYSE: BNL reported third-quarter adjusted funds from operations of $77.8 million, or $0.39 per diluted share, up 5.4% from the same period of 2025, as same-store rent growth, recent investments and newly stabilized build-to-suit projects supported results.

Broadstone Net Lease Q3 Earnings Call Highlights

Broadstone Net Lease, Inc. (BNL) Q3 2026 Earnings Call Transcript

Broadstone Net Lease, Inc. ( BNL ) Q3 2026 Earnings Call October 29, 2026 11:00 AM EDT Company Participants Brent Maedl - Director of Corporate Finance & Investor Relations John Moragne - CEO & Director Ryan Albano - President & COO Kevin Fennell - Executive VP, CFO & Treasurer Conference Call Participants Eric Borden - BMO Capital Markets Equity Research Anthony Paolone - JPMorgan Chase & Co, Research Division Jay Kornreich - Cantor Fitzgerald & Co., Research Division Caitlin Burrows - Goldman Sachs Group, Inc., Research Division Upal Rana - KeyBanc Capital Markets Inc., Research Division Linda Tsai - Truist Securities, Inc., Research Division Michael Goldsmith - UBS Investment Bank, Research Division Ryan Caviola - Green Street Advisors, LLC, Research Division Ronald Kamdem - Morgan Stanley, Research Division Michael Gorman - BTIG, LLC, Research Division Presentation Operator Hello, and welcome to Broadstone Net Lease's Third Quarter 2026 Earnings Conference Call. My name is Matthew, and I will be your operator today.

Broadstone Net Lease, Inc. (BNL) Q3 2026 Earnings Call Transcript

Zacks Investment Research

Broadstone Net Lease, Inc. (BNL) Q3 FFO Meet Estimates

Broadstone Net Lease, Inc. (BNL) came out with quarterly funds from operations (FFO) of $0.39 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.37 per share a year ago.

Broadstone Net Lease, Inc. (BNL) Q3 FFO Meet Estimates

Broadstone Net Lease Announces Third Quarter 2026 Results

VICTOR, N.Y.--(BUSINESS WIRE)-- #acquisitions--Broadstone Net Lease Announces Third Quarter 2026 Results.

Broadstone Net Lease Announces Third Quarter 2026 Results

Buy Any Of 23 LoPrice/HiYield Dividend Dogs For October

Dividend-paying stocks, especially 'LoPrice/HiYield Dividend Dogs,' are positioned for strong total returns as market sentiment shifts from growth to income. Top ten LoPrice/HiYield Dogs are projected to deliver average net gains of 51.9% by October 2027, with some individual names like BXMT estimated at 76.17%. Twenty-nine of forty-two featured stocks show 'safer' dividends, supported by positive free cash flow, but thirteen rely on borrowed funds for payouts.

Buy Any Of 23 LoPrice/HiYield Dividend Dogs For October

Broadstone Net Lease: A Covered Dividend At A Fair Price With Less Growth Than The Pipeline Suggests

Broadstone Net Lease is rated a BUY at $17.23, targeting $20.19 for a 17.2% margin and a 6.8% dividend yield. BNL's investment thesis centers on stable AFFO growth, disciplined capital deployment, and a base case AFFO multiple of 13x, supporting a $20.30 valuation. Key risks include project delays, tenant credit quality, and refinancing exposure, with leverage and payout ratios closely monitored for downside triggers.

Broadstone Net Lease: A Covered Dividend At A Fair Price With Less Growth Than The Pipeline Suggests

Broadstone Net Lease Schedules Third Quarter 2026 Earnings Release and Conference Call

VICTOR, N.Y.--(BUSINESS WIRE)-- #acquisitions--Broadstone Net Lease Schedules Third Quarter 2026 Earnings Release and Conference Call.

Broadstone Net Lease Schedules Third Quarter 2026 Earnings Release and Conference Call

The Ultimate SWAN Investment: Why Retirees Should Own Net Lease REITs

Realty Income, Essential Properties, and Agree Realty are my top SWAN net lease REITs for dependable, growing retirement income. O, EPRT, and ADC offer sector-leading AFFO-per-share growth, conservative payout ratios, and attractive yields, trading below historical AFFO multiples. Scale, cost of capital, and disciplined underwriting are critical; sector consolidation favors larger REITs with diversified portfolios and capital access.

The Ultimate SWAN Investment: Why Retirees Should Own Net Lease REITs

Broadstone Net Lease: The Dilution Looks Worse Than The Economics

Broadstone Net Lease is rated Buy, supported by a 13.3x forward AFFO and 5.6% yield, with a credible development-driven growth story. BNL's $249.7M forward equity offering aligns with $46M ABR growth already contracted through 2027, minimizing dilution risk and supporting AFFO/share. The Colorado development offers superior economics, starting at an 8.5% yield, and will become BNL's largest tenant by ABR, enhancing portfolio quality.

Broadstone Net Lease: The Dilution Looks Worse Than The Economics

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