Gladstone Commercial（GOOD）株式概要
Gladstone Commercial は不動産投資信託で、米国全土の工業用およびオフィス用ネットリース物件の取得、所有、運営に注力しています。 詳細
GOOD Community Fair Values
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Analyst Price Targets
Gladstone Commercial Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$12.78 |
| 52週高値 | US$15.03 |
| 52週安値 | US$10.33 |
| ベータ | 1.07 |
| 1ヶ月の変化 | -0.47% |
| 3ヶ月変化 | 4.24% |
| 1年変化 | -13.77% |
| 3年間の変化 | 0% |
| 5年間の変化 | -44.58% |
| IPOからの変化 | -14.97% |
最新ニュース
ナラティブの更新 • Jun 06
GOOD: Leadership Transition And Stable Portfolio Will Support Balanced Future Returns
Analysts have kept their price target for Gladstone Commercial steady at $13.88, reflecting largely unchanged assumptions on fair value, revenue growth, profit margins, and future P/E, with only slight tweaks to the discount rate and long term valuation inputs. What's in the News David Gladstone has stepped down as CEO of Gladstone Commercial effective March 20, 2026, while remaining Chairman of the Board, a member of the investment committee, and Chairman, CEO, and President of the company’s affiliated investment adviser, Gladstone Management Corporation.ナラティブの更新 • May 21
GOOD: High Occupancy And Extended Debt Maturities Will Balance Office Risks
Analysts have nudged the Gladstone Commercial fair value estimate higher to $13.88 from $13.38, citing updated price targets supported by a higher 12-month forward net asset value estimate and recent balance sheet actions that extend debt maturities and reduce near-term refinancing risk. Analyst Commentary Recent research updates give you a mixed but useful snapshot of how analysts are framing Gladstone Commercial's risk and reward trade-off at current levels.Recent updates
ナラティブの更新 • Jun 06
GOOD: Leadership Transition And Stable Portfolio Will Support Balanced Future Returns
Analysts have kept their price target for Gladstone Commercial steady at $13.88, reflecting largely unchanged assumptions on fair value, revenue growth, profit margins, and future P/E, with only slight tweaks to the discount rate and long term valuation inputs. What's in the News David Gladstone has stepped down as CEO of Gladstone Commercial effective March 20, 2026, while remaining Chairman of the Board, a member of the investment committee, and Chairman, CEO, and President of the company’s affiliated investment adviser, Gladstone Management Corporation.ナラティブの更新 • May 21
GOOD: High Occupancy And Extended Debt Maturities Will Balance Office Risks
Analysts have nudged the Gladstone Commercial fair value estimate higher to $13.88 from $13.38, citing updated price targets supported by a higher 12-month forward net asset value estimate and recent balance sheet actions that extend debt maturities and reduce near-term refinancing risk. Analyst Commentary Recent research updates give you a mixed but useful snapshot of how analysts are framing Gladstone Commercial's risk and reward trade-off at current levels.ナラティブの更新 • Apr 28
GOOD: High Occupancy And New Debt Facilities Will Balance Office Risks
Analysts have nudged price targets for Gladstone Commercial into a higher $12.50 to $14 range, citing a higher 12 month forward NAV estimate and a balance sheet that now includes an upsized $400m credit facility and $85m of 6% private debt that reduces near term refinancing risk. At the same time, they note headwinds from office exposure, higher refinancing costs, and pressure on per share growth metrics.ナラティブの更新 • Apr 10
GOOD: High Occupancy And Refinanced Debt Will Support Steady Returns Through 2027
Analysts have raised price targets for Gladstone Commercial to a range of $12.50 to $14, citing a higher 12‑month forward NAV per share estimate and a steady 99.1% occupied portfolio supported by recent balance sheet refinancing actions. Analyst Commentary Recent research updates highlight both supportive and cautious views on Gladstone Commercial, with valuation targets tied closely to balance sheet moves, portfolio stability, and future cash flow trends.Seeking Alpha • Apr 07
Gladstone Commercial: Trailing Peers In Net Lease
Summary Gladstone Commercial earns a sell rating due to its unsustainable capital allocation strategy in a higher-rate environment. GOOD’s near-total earnings distribution leaves no retained capital for growth, hampering its ability to compete with peers like NNN and ADC. Rising interest rates have exposed GOOD’s vulnerability, as its high payout ratio forces reliance on costly external capital for acquisitions. Superior balance sheet management and retained earnings at competitors have enabled them to outpace GOOD in growth and resilience. Read the full article on Seeking Alphaナラティブの更新 • Mar 27
GOOD: High Occupancy And Extended Debt Maturities Will Support Upside Through 2027
Analysts have raised their 12-month price targets on Gladstone Commercial to a range of approximately $12.50 to $14, citing a higher estimated net asset value per share and a still stable, high-occupancy portfolio, while noting that higher refinancing costs and office exposure are weighing on expectations for per-share growth. Analyst Commentary Recent research points to a mixed but generally constructive stance on Gladstone Commercial, with analysts updating their models around net asset value, balance sheet moves, and the impact of refinancing and office exposure on future cash flows.ナラティブの更新 • Mar 12
GOOD: Office Risks And Refinancing Costs Will Balance Occupancy Strength Through 2027
Analysts have nudged their fair value estimate for Gladstone Commercial to $13.38 from $13.13. This reflects higher price targets backed by a larger 12 month forward NAV per share estimate and balance sheet moves that extend debt maturities while limiting near term refinancing risk.ナラティブの更新 • Feb 26
GOOD: Office Exposure And Refinancing Costs Will Shape Balanced Outlook Through 2027
Narrative Update on Gladstone Commercial The analyst price target for Gladstone Commercial has moved from $12.50 to $13.13. Analysts point to a stable 99.1% occupied portfolio and recent balance sheet moves that extend debt maturities and reduce near term refinancing risk.ナラティブの更新 • Feb 10
GOOD: General Motors Austin Lease Outcomes Will Shape Balanced Post 2026 Outlook
Narrative Update Analysts have trimmed their price target on Gladstone Commercial from $12 to $11, citing what they view as meaningful binary risk around 2027 results tied to major lease expirations, including the large General Motors office lease in Austin that runs through the end of 2026. Analyst Commentary Recent commentary centers on how upcoming lease expirations could influence both earnings visibility and how the market prices Gladstone Commercial over the next few years.ナラティブの更新 • Jan 26
GOOD: 2025 Acquisitions And 2027 Lease Risk Will Shape Fair Outlook
Analysts recently reset their price targets on Gladstone Commercial to a range of about $11 to $13, trimming prior levels by roughly $1 as they balance concerns about 2027 lease rollover risk, including the large General Motors office lease, against steady recent acquisitions and in-line Q3 results. Analyst Commentary Recent research on Gladstone Commercial highlights a split view, with some analysts focusing on valuation support after the post Q3 selloff and others emphasizing lease rollover risk into 2027.ナラティブの更新 • Jan 08
GOOD: 2025 Acquisitions Will Offset Austin Office Lease Expiration Risk
Narrative Update Analysts have nudged their blended price target for Gladstone Commercial slightly lower to around $12.50, reflecting recent cuts from $12 to $11 and from $14 to $13. They are balancing concerns about lease expirations, including the large General Motors office lease in Austin, Texas, with steady acquisition activity and Q3 results that were in line with expectations.ナラティブの更新 • Dec 18
GOOD: 2025 Acquisitions Will Offset Austin Office Lease Rollover Risk
Analysts have modestly reduced their blended price target on Gladstone Commercial, trimming expectations by roughly $1 per share to around $12. They are balancing concerns over 2026 to 2027 lease rollover risk, particularly the large General Motors office lease in Austin, with steady acquisitions and recent results that are in line with expectations.ナラティブの更新 • Dec 04
GOOD: 2025 Acquisition Momentum Will Offset Key Austin Office Lease Risk
Analysts have nudged their blended price target on Gladstone Commercial slightly lower, from approximately $12.80 to $12.50 per share, reflecting increased concern over higher discount rates, elevated future valuation multiples, and key office lease expirations, even as acquisition-driven growth expectations tick modestly higher. Analyst Commentary Recent Street research reflects a divided but increasingly nuanced view of Gladstone Commercial, with some analysts turning more constructive on the shares even as others emphasize execution risk around key office leases and the impact on 2027 earnings visibility.ナラティブの更新 • Nov 20
GOOD: Upgrades Will Follow 2025 Acquisition Momentum Despite Office Lease Uncertainty
Analysts have lowered their average price target for Gladstone Commercial from $14.30 to $12.80 per share. They cite ongoing growth headwinds and valuation adjustments based on recent market developments.分析記事 • Nov 06
Earnings Miss: Gladstone Commercial Corporation Missed EPS By 80% And Analysts Are Revising Their Forecasts
Last week, you might have seen that Gladstone Commercial Corporation ( NASDAQ:GOOD ) released its third-quarter result...ナラティブの更新 • Nov 05
GOOD: Shares Will Benefit From Diversified Portfolio Despite Office Lease Expirations
Analysts have lowered their price target on Gladstone Commercial from $16 to $12, citing ongoing concerns about mid-term growth because of upcoming lease expirations in office properties. Analyst Commentary Analyst reactions to Gladstone Commercial’s recent performance reflect both optimism and caution, particularly in light of the company's revised price target and upcoming lease expirations.ナラティブの更新 • Oct 21
Analysts Adjust Gladstone Commercial Price Target as Profitability and Discount Rate Shift
Analysts have lowered their price target for Gladstone Commercial from $15.10 to $14.30. They cited concerns over a slight rise in discount rate along with softer projected profit margins.分析記事 • Aug 09
Gladstone Commercial Corporation Just Missed EPS By 53%: Here's What Analysts Think Will Happen Next
NasdaqGS:GOOD 1 Year Share Price vs Fair Value Explore Gladstone Commercial's Fair Values from the Community and select...Seeking Alpha • Apr 17
Gladstone Commercial: A Great 9% Yielding Industrial REIT To Buy
Summary Gladstone Commercial's strategic shift towards industrial real estate, driven by eCommerce growth, has increased industrial assets to 63% of its portfolio income by December 2024. Despite having the highest dividend payout ratio among peers, Gladstone Commercial's $0.30 per share quarterly dividend is well-covered and supported by stable core funds from operations. The REIT's low FFO multiple of 9.6x makes it a bargain compared to peers, with an implied intrinsic value between $14.00 and $15.40. While the focus on industrial properties offers growth potential, it also increases vulnerability to eCommerce downturns, potentially missing higher returns in other markets. Read the full article on Seeking Alpha分析記事 • Feb 21
Gladstone Commercial Corporation (NASDAQ:GOOD) Just Released Its Annual Results And Analysts Are Updating Their Estimates
Gladstone Commercial Corporation ( NASDAQ:GOOD ) shareholders are probably feeling a little disappointed, since its...
新しいナラティブ • Feb 06
Expanding Industrial Real Estate Portfolio Will Secure Future Earnings
Focus on industrial assets and divestment from offices is expected to enhance revenue and net margins due to higher returns and stability.Seeking Alpha • Dec 26
Gladstone Commercial: Too Cheap To Ignore
Summary Gladstone Commercial's shift to industrial assets, driven by e-commerce growth, positions it for potential FFO growth and a possible dividend hike in 2025. The trust's portfolio is 63% industrial, with a high occupancy rate of 98.5%, making it a compelling investment compared to peers like STAG Industrial. Despite risks from remaining office properties, Gladstone Commercial's lower FFO multiple offers significant re-rating potential as it continues its portfolio transition. Gladstone Commercial is suitable for high-risk-tolerant investors seeking passive income, with its dividend well-covered by funds from operations. Read the full article on Seeking AlphaSeeking Alpha • Nov 15
Gladstone Commercial: I'm Picking Up Monthly Income With The Preferreds
Summary Gladstone Commercial is a diversified REIT with industrial, retail, and office properties, offering a stable investment profile. The REIT maintains a consistent monthly cash dividend, providing an attractive annualized yield of 7%. I've been buying the 6.8% yielding preferred shares as inflation cools. Read the full article on Seeking Alpha株主還元
| GOOD | US REITs | US 市場 | |
|---|---|---|---|
| 7D | 1.2% | 1.8% | -3.3% |
| 1Y | -13.8% | 8.7% | 22.3% |
業界別リターン: GOOD過去 1 年間で8.7 % の収益を上げたUS REITs業界を下回りました。
リターン対市場: GOODは、過去 1 年間で22.3 % のリターンを上げたUS市場を下回りました。
価格変動
| GOOD volatility | |
|---|---|
| GOOD Average Weekly Movement | 3.3% |
| REITs Industry Average Movement | 3.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: GOOD 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: GOODの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2003 | n/a | Buzz Cooper | www.gladstonecommercial.com |
Gladstone Commercial は不動産投資信託で、米国全土の工業用・オフィス用ネットリース物件の取得、所有、運営に注力しています。2026年3月31日現在、Gladstone Commercial の不動産ポートフォリオは27州151物件、総面積約1,770万平方フィートです。2003年2月14日、Gladstone Commercial Corporation はメリーランド州で設立され、バージニア州マクリーンに拠点を置いています。
Gladstone Commercial Corporation 基礎のまとめ
| GOOD 基礎統計学 | |
|---|---|
| 時価総額 | US$607.03m |
| 収益（TTM） | US$8.51m |
| 売上高(TTM) | US$165.74m |
72.7x
PER（株価収益率3.7x
P/SレシオGOOD は割高か？
公正価値と評価分析を参照収益と収入
| GOOD 損益計算書（TTM） | |
|---|---|
| 収益 | US$165.74m |
| 売上原価 | US$35.57m |
| 売上総利益 | US$130.18m |
| その他の費用 | US$121.67m |
| 収益 | US$8.51m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.18 |
| グロス・マージン | 78.54% |
| 純利益率 | 5.13% |
| 有利子負債／自己資本比率 | 250.8% |
GOOD の長期的なパフォーマンスは？
過去の実績と比較を見る| Gladstone Commercial 配当日 | |
|---|---|
| 配当落ち日 | Jun 23 2026 |
| 配当支払日 | Jun 30 2026 |
| 配当落ちまでの日数 | 12 days |
| 配当支払日までの日数 | 19 days |
GOOD 配当は確実ですか？
GOOD 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/09 17:14 |
| 終値 | 2026/06/09 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Gladstone Commercial Corporation 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10
| アナリスト | 機関 |
|---|---|
| Gaurav Mehta | Alliance Global Partners |
| Christopher Lucas | Baird |
| Robert Stevenson | Brean Capital Historical (Janney Montgomery) |