View ValuationGladstone Commercial 将来の成長Future 基準チェック /16Gladstone Commercialは、6.2%と1.9%でそれぞれ年率6.2%で利益と収益が成長すると予測される一方、EPSはgrowで2%年率。主要情報6.2%収益成長率1.96%EPS成長率REITs 収益成長12.1%収益成長率1.9%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日15 May 2026今後の成長に関する最新情報Major Estimate Revision • May 13Consensus EPS estimates increase by 48%, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from US$173.8m to US$170.6m. EPS estimate rose from US$0.153 to US$0.227. Net income forecast to grow 26% next year vs 23% growth forecast for REITs industry in the US. Consensus price target of US$13.88 unchanged from last update. Share price was steady at US$12.41 over the past week.Price Target Changed • Mar 06Price target increased by 7.0% to US$13.38Up from US$12.50, the current price target is an average from 4 analysts. New target price is 8.2% above last closing price of US$12.36. Stock is down 22% over the past year. The company is forecast to post earnings per share of US$0.15 for next year compared to US$0.14 last year.Price Target Changed • Nov 12Price target decreased by 8.6% to US$13.80Down from US$15.10, the current price target is an average from 5 analysts. New target price is 23% above last closing price of US$11.26. Stock is down 34% over the past year. The company is forecast to post earnings per share of US$0.33 for next year compared to US$0.27 last year.分析記事 • Nov 06Earnings Miss: Gladstone Commercial Corporation Missed EPS By 80% And Analysts Are Revising Their ForecastsLast week, you might have seen that Gladstone Commercial Corporation ( NASDAQ:GOOD ) released its third-quarter result...分析記事 • Aug 09Gladstone Commercial Corporation Just Missed EPS By 53%: Here's What Analysts Think Will Happen NextNasdaqGS:GOOD 1 Year Share Price vs Fair Value Explore Gladstone Commercial's Fair Values from the Community and select...Price Target Changed • Aug 08Price target decreased by 7.7% to US$15.60Down from US$16.90, the current price target is an average from 5 analysts. New target price is 19% above last closing price of US$13.08. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$0.24 for next year compared to US$0.27 last year.すべての更新を表示Recent updatesナラティブの更新 • May 21GOOD: High Occupancy And Extended Debt Maturities Will Balance Office RisksAnalysts 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.Upcoming Dividend • May 15Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 20 May 2026. Payment date: 29 May 2026. Trailing yield: 9.7%. Within top quartile of American dividend payers (4.3%). Higher than average of industry peers (5.4%).Major Estimate Revision • May 13Consensus EPS estimates increase by 48%, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from US$173.8m to US$170.6m. EPS estimate rose from US$0.153 to US$0.227. Net income forecast to grow 26% next year vs 23% growth forecast for REITs industry in the US. Consensus price target of US$13.88 unchanged from last update. Share price was steady at US$12.41 over the past week.New Risk • May 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 12% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). Earnings are forecast to decline by an average of 12% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (107% payout ratio). Profit margins are more than 30% lower than last year (5.1% net profit margin).Reported Earnings • May 06First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$0.079 (up from US$0.043 in 1Q 2025). Revenue: US$41.9m (up 12% from 1Q 2025). Net income: US$3.83m (up 100% from 1Q 2025). Profit margin: 9.1% (up from 5.1% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 60%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the REITs industry in the US. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Declared Dividend • May 01Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 20th May 2026 Payment date: 29th May 2026 Dividend yield will be 9.3%, which is higher than the industry average of 4.4%.ナラティブの更新 • Apr 28GOOD: High Occupancy And New Debt Facilities Will Balance Office RisksAnalysts 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.Declared Dividend • Apr 20Dividend of US$0.10 announcedDividend of US$0.10 is the same as last year. Ex-date: 24th April 2026 Payment date: 30th April 2026 Dividend yield will be 9.4%, which is higher than the industry average of 4.4%.お知らせ • Apr 15Gladstone Commercial Corporation to Report Q1, 2026 Results on May 05, 2026Gladstone Commercial Corporation announced that they will report Q1, 2026 results After-Market on May 05, 2026ナラティブの更新 • Apr 10GOOD: High Occupancy And Refinanced Debt Will Support Steady Returns Through 2027Analysts 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 07Gladstone Commercial: Trailing Peers In Net LeaseSummary 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 27GOOD: High Occupancy And Extended Debt Maturities Will Support Upside Through 2027Analysts 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.お知らせ • Mar 24Gladstone Commercial Corporation Announces Chief Executive Officer ChangesOn March 20, 2026, David Gladstone gave notice to the Board of Directors of Gladstone Commercial Corporation that he has stepped down as the Company’s Chief Executive Officer (“CEO”) effective immediately. however, he will remain as the Company’s Chairman of the Board of Directors, a member of the Company’s investment committee, and also continue as Chairman, CEO, and President of the Company’s affiliated investment adviser, Gladstone Management Corporation. On March 20, 2026, the Board of the Company appointed Arthur “Buzz” Cooper, as the Company’s CEO effective immediately, in addition to his current role of President. Prior to this promotion, Mr. Cooper, age 69, served as the Company’s President since June 2022. Mr. Cooper has been with the Company since its initial public offering in 2003. Prior to serving as President, Mr. Cooper served as the Company’s Chief Investment Officer from April 2021 until January 2022, Executive Vice President from October 2020 until April 2021 and Senior Managing Director from July 2013 until October 2020. Mr. Cooper has over thirty-five years of experience in the commercial lending industry and the commercial real estate industry. Mr. Cooper is a graduate of Washington and Lee University and is a member of the National Association for Industrial and Office Parks (NAIOP). Announcement highlights Mr. Gladstone’s long tenure with the Company, as its founder, Chairman, and CEO, beginning in 2003, and building it from its IPO to a real estate investment trust (“REIT”) with over 150 properties, as of December 31, 2025, that invests primarily in single-tenant net leased industrial properties nationwide and is diversified across tenants, industries, and geographies. In his role, Mr. Gladstone has overseen enormous growth and has set the Company on a path for continued success.お知らせ • Mar 23+ 1 more updateGladstone Commercial Corporation, Annual General Meeting, May 07, 2026Gladstone Commercial Corporation, Annual General Meeting, May 07, 2026.Upcoming Dividend • Mar 16Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 23 March 2026. Payment date: 31 March 2026. Trailing yield: 10.0%. Within top quartile of American dividend payers (4.4%). Higher than average of industry peers (5.8%).ナラティブの更新 • Mar 12GOOD: Office Risks And Refinancing Costs Will Balance Occupancy Strength Through 2027Analysts 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.Price Target Changed • Mar 06Price target increased by 7.0% to US$13.38Up from US$12.50, the current price target is an average from 4 analysts. New target price is 8.2% above last closing price of US$12.36. Stock is down 22% over the past year. The company is forecast to post earnings per share of US$0.15 for next year compared to US$0.14 last year.Declared Dividend • Feb 28Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 23rd March 2026 Payment date: 31st March 2026 Dividend yield will be 9.6%, which is higher than the industry average of 4.4%.ナラティブの更新 • Feb 26GOOD: Office Exposure And Refinancing Costs Will Shape Balanced Outlook Through 2027Narrative 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.Reported Earnings • Feb 20Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: FFO per share: US$1.4. Revenue: US$161.3m (up 8.0% from FY 2024). Funds from operations (FFO): US$64.5m (up 8.8% from FY 2024). FFO margin: 40% (in line with FY 2024). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 24%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the REITs industry in the US.New Risk • Feb 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 14% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). Earnings are forecast to decline by an average of 14% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (106% payout ratio). Profit margins are more than 30% lower than last year (4.1% net profit margin).ナラティブの更新 • Feb 10GOOD: General Motors Austin Lease Outcomes Will Shape Balanced Post 2026 OutlookNarrative 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.Declared Dividend • Feb 01Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 18th February 2026 Payment date: 27th February 2026 Dividend yield will be 10%, which is higher than the industry average of 4.4%.ナラティブの更新 • Jan 26GOOD: 2025 Acquisitions And 2027 Lease Risk Will Shape Fair OutlookAnalysts 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.Declared Dividend • Jan 16Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 23rd January 2026 Payment date: 30th January 2026 Dividend yield will be 10%, which is higher than the industry average of 4.4%.お知らせ • Jan 15+ 2 more updatesGladstone Commercial Corporation announces Monthly dividend, payable on March 31, 2026Gladstone Commercial Corporation announced Monthly dividend of USD 0.1000 per share payable on March 31, 2026, ex-date on March 23, 2026 and record date on March 23, 2026.お知らせ • Jan 14Gladstone Commercial Corporation to Report Q4, 2025 Results on Feb 18, 2026Gladstone Commercial Corporation announced that they will report Q4, 2025 results After-Market on Feb 18, 2026ナラティブの更新 • Jan 08GOOD: 2025 Acquisitions Will Offset Austin Office Lease Expiration RiskNarrative 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 18GOOD: 2025 Acquisitions Will Offset Austin Office Lease Rollover RiskAnalysts 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.Upcoming Dividend • Dec 15Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 22 December 2025. Payment date: 31 December 2025. Trailing yield: 11%. Within top quartile of American dividend payers (4.4%). Higher than average of industry peers (5.9%).ナラティブの更新 • Dec 04GOOD: 2025 Acquisition Momentum Will Offset Key Austin Office Lease RiskAnalysts 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.Declared Dividend • Nov 28Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 22nd December 2025 Payment date: 31st December 2025 Dividend yield will be 11%, which is higher than the industry average of 4.4%.ナラティブの更新 • Nov 20GOOD: Upgrades Will Follow 2025 Acquisition Momentum Despite Office Lease UncertaintyAnalysts 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.Price Target Changed • Nov 12Price target decreased by 8.6% to US$13.80Down from US$15.10, the current price target is an average from 5 analysts. New target price is 23% above last closing price of US$11.26. Stock is down 34% over the past year. The company is forecast to post earnings per share of US$0.33 for next year compared to US$0.27 last year.Recent Insider Transactions • Nov 12President recently bought US$75k worth of stockOn the 7th of November, Arthur Cooper bought around 7k shares on-market at roughly US$10.70 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Arthur's only on-market trade for the last 12 months.分析記事 • Nov 06Earnings Miss: Gladstone Commercial Corporation Missed EPS By 80% And Analysts Are Revising Their ForecastsLast 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 05GOOD: Shares Will Benefit From Diversified Portfolio Despite Office Lease ExpirationsAnalysts 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.Reported Earnings • Nov 04Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$0.021 (down from US$0.20 in 3Q 2024). Revenue: US$40.8m (up 4.1% from 3Q 2024). Net income: US$982.0k (down 88% from 3Q 2024). Profit margin: 2.4% (down from 22% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 80%. Revenue is forecast to grow 5.5% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the REITs industry in the US. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Declared Dividend • Nov 02Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 17th November 2025 Payment date: 26th November 2025 Dividend yield will be 10%, which is higher than the industry average of 4.4%.ナラティブの更新 • Oct 21Analysts Adjust Gladstone Commercial Price Target as Profitability and Discount Rate ShiftAnalysts 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.Declared Dividend • Oct 20Dividend of US$0.10 announcedDividend of US$0.10 is the same as last year. Ex-date: 24th October 2025 Payment date: 31st October 2025 Dividend yield will be 10%, which is higher than the industry average of 4.4%.お知らせ • Oct 15Gladstone Commercial Corporation to Report Q3, 2025 Results on Nov 03, 2025Gladstone Commercial Corporation announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 03, 2025お知らせ • Oct 02Gladstone Commercial Corporation (NasdaqGS:GOOD) acquired 693,236 SF Industrial Portfolio located in Michigan, Indiana, and Georgia for $54.5 million.Gladstone Commercial Corporation (NasdaqGS:GOOD) acquired 693,236 SF Industrial Portfolio located in Michigan, Indiana, and Georgia for $54.5 million on October 1, 2025. Gladstone Commercial Corporation (NasdaqGS:GOOD) completed the acquisition of 693,236 SF Industrial Portfolio located in Michigan, Indiana, and Georgia for $54.5 million on October 1, 2025.Upcoming Dividend • Sep 15Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 22 September 2025. Payment date: 30 September 2025. Trailing yield: 9.2%. Within top quartile of American dividend payers (4.4%). Higher than average of industry peers (5.6%).Declared Dividend • Aug 31Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 22nd September 2025 Payment date: 30th September 2025 Dividend yield will be 8.9%, which is higher than the industry average of 4.4%.Upcoming Dividend • Aug 15Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 20 August 2025. Payment date: 29 August 2025. Trailing yield: 9.1%. Within top quartile of American dividend payers (4.5%). Higher than average of industry peers (5.8%).分析記事 • Aug 09Gladstone Commercial Corporation Just Missed EPS By 53%: Here's What Analysts Think Will Happen NextNasdaqGS:GOOD 1 Year Share Price vs Fair Value Explore Gladstone Commercial's Fair Values from the Community and select...Price Target Changed • Aug 08Price target decreased by 7.7% to US$15.60Down from US$16.90, the current price target is an average from 5 analysts. New target price is 19% above last closing price of US$13.08. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$0.24 for next year compared to US$0.27 last year.Declared Dividend • Aug 01Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 20th August 2025 Payment date: 29th August 2025 Dividend yield will be 9.2%, which is higher than the industry average of 4.4%.Declared Dividend • Jul 14Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 21st July 2025 Payment date: 31st July 2025 Dividend yield will be 8.5%, which is higher than the industry average of 4.4%.お知らせ • Jul 11Gladstone Commercial Corporation to Report Q2, 2025 Results on Aug 06, 2025Gladstone Commercial Corporation announced that they will report Q2, 2025 results After-Market on Aug 06, 2025お知らせ • Jun 27Gladstone Commercial Corporation (NasdaqGS:GOOD) acquired 215,102 SF Industrial Manufacturing, Distribution & Warehouse Facility in Harrison Township, MI for $16.2 million.Gladstone Commercial Corporation (NasdaqGS:GOOD) acquired 215,102 SF Industrial Manufacturing, Distribution & Warehouse Facility in Harrison Township, MI for $16.2 million on June 26, 2025. A cash consideration of $16.25 million will be paid by Gladstone Commercial Corporation. Gladstone Commercial Corporation (NasdaqGS:GOOD) completed the acquisition of 215,102 SF Industrial Manufacturing, Distribution & Warehouse Facility in Harrison Township, MI on June 26, 2025.Upcoming Dividend • Jun 16Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 20 June 2025. Payment date: 30 June 2025. Trailing yield: 8.3%. Within top quartile of American dividend payers (4.7%). Higher than average of industry peers (5.7%).Declared Dividend • Jun 01Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 20th June 2025 Payment date: 30th June 2025 Dividend yield will be 8.4%, which is higher than the industry average of 4.4%.Upcoming Dividend • May 15Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 21 May 2025. Payment date: 30 May 2025. Trailing yield: 8.4%. Within top quartile of American dividend payers (4.7%). Higher than average of industry peers (5.9%).Major Estimate Revision • May 14Consensus EPS estimates increase by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$151.5m to US$153.4m. EPS estimate increased from US$0.22 to US$0.277 per share. Net income forecast to shrink 8.3% next year vs 2.7% growth forecast for REITs industry in the US . Consensus price target down from US$16.90 to US$15.88. Share price was steady at US$14.08 over the past week.Reported Earnings • May 09First quarter 2025 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2025 results: EPS: US$0.043 (up from US$0.008 in 1Q 2024). Revenue: US$37.5m (up 5.0% from 1Q 2024). Net income: US$1.92m (up US$1.61m from 1Q 2024). Profit margin: 5.1% (up from 0.9% in 1Q 2024). Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the REITs industry in the US. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Declared Dividend • May 01Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 21st May 2025 Payment date: 30th May 2025 Dividend yield will be 8.6%, which is higher than the industry average of 4.4%.Seeking Alpha • Apr 17Gladstone Commercial: A Great 9% Yielding Industrial REIT To BuySummary 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 AlphaDeclared Dividend • Apr 11Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 21st April 2025 Payment date: 30th April 2025 Dividend yield will be 8.9%, which is higher than the industry average of 4.4%.お知らせ • Apr 10+ 2 more updatesGladstone Commercial Corporation announces Monthly dividend, payable on June 30, 2025Gladstone Commercial Corporation announced Monthly dividend of USD 0.1000 per share payable on June 30, 2025, ex-date on June 20, 2025 and record date on June 20, 2025.お知らせ • Apr 09Gladstone Commercial Corporation to Report Q1, 2025 Results on May 07, 2025Gladstone Commercial Corporation announced that they will report Q1, 2025 results After-Market on May 07, 2025お知らせ • Mar 17Gladstone Commercial Corporation, Annual General Meeting, May 01, 2025Gladstone Commercial Corporation, Annual General Meeting, May 01, 2025.Declared Dividend • Mar 02Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 19th March 2025 Payment date: 31st March 2025 Dividend yield will be 7.4%, which is higher than the industry average of 4.4%.Major Estimate Revision • Feb 25Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$152.8m to US$146.7m. EPS estimate also fell from US$0.268 per share to US$0.237 per share. Net income forecast to shrink 3.7% next year vs 18% decline forecast for REITs industry in the US. Consensus price target broadly unchanged at US$17.10. Share price was steady at US$16.17 over the past week.分析記事 • Feb 21Gladstone Commercial Corporation (NASDAQ:GOOD) Just Released Its Annual Results And Analysts Are Updating Their EstimatesGladstone Commercial Corporation ( NASDAQ:GOOD ) shareholders are probably feeling a little disappointed, since its...お知らせ • Feb 21Gladstone Commercial Corporation (NasdaqGS:GOOD) acquired 215,474 Square Foot, Class A Industrial Manufacturing Facility in Houston, Texas.Gladstone Commercial Corporation (NasdaqGS:GOOD) acquired 215,474 Square Foot, Class A Industrial Manufacturing Facility in Houston, Texas on February 20, 2025. The property was marketed by Wes Williams and Robert Alinger of Colliers' Houston office. Gladstone Commercial Corporation (NasdaqGS:GOOD) completed the acquisition of 215,474 Square Foot, Class A Industrial Manufacturing Facility in Houston, Texas on February 20, 2025.Reported Earnings • Feb 19Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$0.57 (up from US$0.19 loss in FY 2023). Revenue: US$149.4m (up 1.2% from FY 2023). Net income: US$24.0m (up US$31.7m from FY 2023). Profit margin: 16% (up from net loss in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.8%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the REITs industry in the US. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.新しいナラティブ • Feb 06Expanding 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. Declared Dividend • Feb 02Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 19th February 2025 Payment date: 28th February 2025 Dividend yield will be 7.4%, which is higher than the industry average of 4.4%.Declared Dividend • Jan 19Dividend of US$0.10 announcedDividend of US$0.10 is the same as last year. Ex-date: 24th January 2025 Payment date: 31st January 2025 Dividend yield will be 7.4%, which is higher than the industry average of 4.4%.お知らせ • Jan 15+ 1 more updateGladstone Commercial Corporation Announces Monthly Cash Distributions for January, February and March 2025 , Payable on January 31,2025 , February 28, 2025 and March 31, 2025 and on Senior Common Stock for January, February and March 2025, February 5, 2025, March 5, 2025 and April 4, 2025 RespectivelyGladstone Commercial Corporation announced that its board of directors declared cash distributions for the months of January, February and March 2025 and also announced its plan to report earnings for the fourth quarter ended December 31, 2024. Common Stock: $0.10 cash distribution per common share for each of January, February and March 2025, payable on January 31, 2025, February 28, 2025 and March 31, 2025 respectively, with record dates January 24,2025, February 19, 2025 and March 19, 2025 respectively. The Company has paid 240 consecutive monthly cash distributions on its common stock. Prior to paying distributions on a monthly basis, the Company paid five consecutive quarterly cash distribution. Payable on January 31,2025, February 28, 2025 and March 31, 2025. Company declared 0.0875 cash distribution per share of the Company's senior common stock for each of January, February and March 2025, Payable on February 5, 2025,March 5, 2025 and April 4, 2025 respectively. The Company has paid 177 consecutive monthly cash distributions on its Senior Common.Seeking Alpha • Dec 26Gladstone Commercial: Too Cheap To IgnoreSummary 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 AlphaUpcoming Dividend • Dec 15Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 20 December 2024. Payment date: 31 December 2024. Trailing yield: 7.1%. Within top quartile of American dividend payers (4.3%). Higher than average of industry peers (5.3%).お知らせ • Dec 06Gladstone Commercial Corporation Announces Resignation of Paul W. Adelgren as Board of Director, Effective December 15, 2024On December 3, 2024, Paul W. Adelgren notified Gladstone Commercial Corporation that he is resigning from the Company's board of directors, effective December 15, 2024.Declared Dividend • Dec 01Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 20th December 2024 Payment date: 31st December 2024 Dividend yield will be 6.8%, which is higher than the industry average of 4.4%.Buy Or Sell Opportunity • Nov 29Now 20% undervaluedOver the last 90 days, the stock has risen 15% to US$17.61. The fair value is estimated to be US$22.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 6.4% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.お知らせ • Nov 16Gladstone Commercial Corporation Announces Executive ChangesGladstone Commercial Corporation announced that Terry Lee Brubaker will be retiring as Chief Operating Officer of the Company effective December 2, 2024. Mr. Brubaker is also retiring as director and executive officer of Gladstone Management Corporation, the Company’s investment adviser, and as a member of the board of managers and an executive officer of Gladstone Administration, LLC, the Company’s administrator, also effective December 2, 2024. Following Mr. Brubaker’s departure, Michael LiCalsi, the Company’s General Counsel and Secretary, who also serves as Gladstone Administration’s President, General Counsel and Secretary, will assume certain additional operational responsibilities while Gladstone Management will conduct a national search for a Chief Investment Officer to fill Mr. Brubaker’s investment committee responsibilities.Major Estimate Revision • Nov 15Consensus EPS estimates increase by 625%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$0.04 to US$0.29. Revenue forecast steady at US$150.2m. Net income forecast to shrink 47% next year vs 32% decline forecast for REITs industry in the US. Consensus price target broadly unchanged at US$16.90. Share price was steady at US$16.86 over the past week.Seeking Alpha • Nov 15Gladstone Commercial: I'm Picking Up Monthly Income With The PreferredsSummary 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 AlphaPrice Target Changed • Nov 06Price target increased by 8.7% to US$16.30Up from US$15.00, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of US$16.01. Stock is up 33% over the past year. The company is forecast to post a net loss per share of US$0.12 next year compared to a net loss per share of US$0.19 last year.Reported Earnings • Nov 06Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: FFO per share: US$0.4 (up from US$0.33 in 3Q 2023). Revenue: US$39.2m (up 7.6% from 3Q 2023). Funds from operations (FFO): US$16.1m (up 23% from 3Q 2023). FFO margin: 41% (up from 36% in 3Q 2023). Revenue missed analyst estimates by 23%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the REITs industry in the US. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 11% per year.Declared Dividend • Nov 01Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 20th November 2024 Payment date: 29th November 2024 Dividend yield will be 7.6%, which is higher than the industry average of 4.4%.Declared Dividend • Oct 13Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 22nd October 2024 Payment date: 31st October 2024 Dividend yield will be 7.5%, which is higher than the industry average of 4.4%.New Risk • Oct 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 12% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 12% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (109% payout ratio). Currently unprofitable and not forecast to become profitable over next 2 years (US$2.1m net loss in 2 years). Shareholders have been diluted in the past year (5.6% increase in shares outstanding).お知らせ • Oct 10Gladstone Commercial Corporation Announces Monthly Cash Distribution on Common Stock for October, November and December 2024, Payable on October 31, 2024, November 29, 2024 and December 31, 2024 Respectively and on Senior Common Stock for October, November and December 2024, Payable on November 4, 2024, December 4, 2024 and January 3, 2025, RespectivelyGladstone Commercial Corporation announced that its Board of Director declared cash distribution of $0.10 per common share for each of October, November and December 2024, payable on October 31, 2024, November 29, 2024 and December 31, 2024 respectively to shareholders of record on October 22, 2024, November 20, 2024 and December 20, 2024 respectively. The company declared $0.0875 cash distribution per share of the Company’s senior common stock for each of October, November and December 2024, payable on November 4, 2024, December 4, 2024 and January 3, 2025 respectively.Upcoming Dividend • Sep 13Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 20 September 2024. Payment date: 30 September 2024. Trailing yield: 7.6%. Within top quartile of American dividend payers (4.4%). Higher than average of industry peers (5.2%).お知らせ • Aug 23Gladstone Commercial Corporation Announces Election of Katharine Cornell Gorka as DirectorGladstone Commercial Corporation announced that Katharine Cornell Gorka has been elected to the 2027 class of Directors for the company, effective August 22, 2024. Ms. Gorka, 64, is the President of Threat Knowledge Group and also serves as the chair of the Fairfax County Republican Party. Ms. Gorka previously served as a Senior Policy Advisor in the Office of Policy at the U.S. Department of Homeland Security from 2017 until 2020. In 2020, Ms. Gorka served as Press Secretary for U.S. Customs and Border Protection, and from 2020 to 2022 she served as the Director for the Civil Society at The Heritage Foundation. Ms. Gorka graduated from the University of North Carolina at Chapel Hill with highest honors in 1978 and received her M.Sc. in Economics with Distinction from the London School of Economics in 1987.業績と収益の成長予測NasdaqGS:GOOD - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028174N/A118N/A112/31/20271761011680512/31/2026170111167853/31/202616698888N/A12/31/202516178888N/A9/30/202515589595N/A6/30/2025154168282N/A3/31/2025151136060N/A12/31/2024149115757N/A9/30/202414884646N/A6/30/2024145-15858N/A3/31/2024147-76060N/A12/31/2023148-86060N/A9/30/2023149-96161N/A6/30/2023152-86565N/A3/31/2023150-26767N/A12/31/2022149-26969N/A9/30/2022147-17373N/A6/30/202214207070N/A3/31/2022139-17070N/A12/31/2021138-37070N/A9/30/202113516767N/A6/30/202113406464N/A3/31/202113416262N/A12/31/202013336565N/A9/30/2020130-87070N/A6/30/2020125-86767N/A3/31/2020120-76868N/A12/31/2019114-5N/A60N/A9/30/20191120N/A58N/A6/30/20191101N/A59N/A3/31/20191091N/A56N/A12/31/20181071N/A56N/A9/30/2018105-3N/A53N/A6/30/2018103-3N/A51N/A3/31/201899-5N/A49N/A12/31/201795-5N/A47N/A9/30/201792-1N/A46N/A6/30/201789-3N/A45N/A3/31/201787-2N/A43N/A12/31/201686-4N/A41N/A9/30/201686-2N/A36N/A6/30/201686-1N/A33N/A3/31/201685-1N/A31N/A12/31/201584-2N/A31N/A9/30/2015812N/A34N/A6/30/2015793N/A34N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: GOODの予測収益成長率 (年間6.2% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: GOODの収益 ( 6.2% ) US市場 ( 16.8% ) よりも低い成長が予測されています。高成長収益: GOODの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: GOODの収益 ( 1.9% ) US市場 ( 11.7% ) よりも低い成長が予測されています。高い収益成長: GOODの収益 ( 1.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: GOODの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YReal-estate 業界の高成長企業。View Past Performance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2026/05/22 10:52終値2026/05/22 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年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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 MehtaAlliance Global PartnersChristopher LucasBairdRobert StevensonBrean Capital Historical (Janney Montgomery)7 その他のアナリストを表示
Major Estimate Revision • May 13Consensus EPS estimates increase by 48%, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from US$173.8m to US$170.6m. EPS estimate rose from US$0.153 to US$0.227. Net income forecast to grow 26% next year vs 23% growth forecast for REITs industry in the US. Consensus price target of US$13.88 unchanged from last update. Share price was steady at US$12.41 over the past week.
Price Target Changed • Mar 06Price target increased by 7.0% to US$13.38Up from US$12.50, the current price target is an average from 4 analysts. New target price is 8.2% above last closing price of US$12.36. Stock is down 22% over the past year. The company is forecast to post earnings per share of US$0.15 for next year compared to US$0.14 last year.
Price Target Changed • Nov 12Price target decreased by 8.6% to US$13.80Down from US$15.10, the current price target is an average from 5 analysts. New target price is 23% above last closing price of US$11.26. Stock is down 34% over the past year. The company is forecast to post earnings per share of US$0.33 for next year compared to US$0.27 last year.
分析記事 • Nov 06Earnings Miss: Gladstone Commercial Corporation Missed EPS By 80% And Analysts Are Revising Their ForecastsLast week, you might have seen that Gladstone Commercial Corporation ( NASDAQ:GOOD ) released its third-quarter result...
分析記事 • Aug 09Gladstone Commercial Corporation Just Missed EPS By 53%: Here's What Analysts Think Will Happen NextNasdaqGS:GOOD 1 Year Share Price vs Fair Value Explore Gladstone Commercial's Fair Values from the Community and select...
Price Target Changed • Aug 08Price target decreased by 7.7% to US$15.60Down from US$16.90, the current price target is an average from 5 analysts. New target price is 19% above last closing price of US$13.08. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$0.24 for next year compared to US$0.27 last year.
ナラティブの更新 • May 21GOOD: High Occupancy And Extended Debt Maturities Will Balance Office RisksAnalysts 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.
Upcoming Dividend • May 15Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 20 May 2026. Payment date: 29 May 2026. Trailing yield: 9.7%. Within top quartile of American dividend payers (4.3%). Higher than average of industry peers (5.4%).
Major Estimate Revision • May 13Consensus EPS estimates increase by 48%, revenue downgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from US$173.8m to US$170.6m. EPS estimate rose from US$0.153 to US$0.227. Net income forecast to grow 26% next year vs 23% growth forecast for REITs industry in the US. Consensus price target of US$13.88 unchanged from last update. Share price was steady at US$12.41 over the past week.
New Risk • May 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 12% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). Earnings are forecast to decline by an average of 12% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (107% payout ratio). Profit margins are more than 30% lower than last year (5.1% net profit margin).
Reported Earnings • May 06First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2026 results: EPS: US$0.079 (up from US$0.043 in 1Q 2025). Revenue: US$41.9m (up 12% from 1Q 2025). Net income: US$3.83m (up 100% from 1Q 2025). Profit margin: 9.1% (up from 5.1% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) exceeded analyst estimates by 60%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the REITs industry in the US. Over the last 3 years on average, earnings per share has increased by 86% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Declared Dividend • May 01Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 20th May 2026 Payment date: 29th May 2026 Dividend yield will be 9.3%, which is higher than the industry average of 4.4%.
ナラティブの更新 • Apr 28GOOD: High Occupancy And New Debt Facilities Will Balance Office RisksAnalysts 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.
Declared Dividend • Apr 20Dividend of US$0.10 announcedDividend of US$0.10 is the same as last year. Ex-date: 24th April 2026 Payment date: 30th April 2026 Dividend yield will be 9.4%, which is higher than the industry average of 4.4%.
お知らせ • Apr 15Gladstone Commercial Corporation to Report Q1, 2026 Results on May 05, 2026Gladstone Commercial Corporation announced that they will report Q1, 2026 results After-Market on May 05, 2026
ナラティブの更新 • Apr 10GOOD: High Occupancy And Refinanced Debt Will Support Steady Returns Through 2027Analysts 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 07Gladstone Commercial: Trailing Peers In Net LeaseSummary 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 27GOOD: High Occupancy And Extended Debt Maturities Will Support Upside Through 2027Analysts 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.
お知らせ • Mar 24Gladstone Commercial Corporation Announces Chief Executive Officer ChangesOn March 20, 2026, David Gladstone gave notice to the Board of Directors of Gladstone Commercial Corporation that he has stepped down as the Company’s Chief Executive Officer (“CEO”) effective immediately. however, he will remain as the Company’s Chairman of the Board of Directors, a member of the Company’s investment committee, and also continue as Chairman, CEO, and President of the Company’s affiliated investment adviser, Gladstone Management Corporation. On March 20, 2026, the Board of the Company appointed Arthur “Buzz” Cooper, as the Company’s CEO effective immediately, in addition to his current role of President. Prior to this promotion, Mr. Cooper, age 69, served as the Company’s President since June 2022. Mr. Cooper has been with the Company since its initial public offering in 2003. Prior to serving as President, Mr. Cooper served as the Company’s Chief Investment Officer from April 2021 until January 2022, Executive Vice President from October 2020 until April 2021 and Senior Managing Director from July 2013 until October 2020. Mr. Cooper has over thirty-five years of experience in the commercial lending industry and the commercial real estate industry. Mr. Cooper is a graduate of Washington and Lee University and is a member of the National Association for Industrial and Office Parks (NAIOP). Announcement highlights Mr. Gladstone’s long tenure with the Company, as its founder, Chairman, and CEO, beginning in 2003, and building it from its IPO to a real estate investment trust (“REIT”) with over 150 properties, as of December 31, 2025, that invests primarily in single-tenant net leased industrial properties nationwide and is diversified across tenants, industries, and geographies. In his role, Mr. Gladstone has overseen enormous growth and has set the Company on a path for continued success.
お知らせ • Mar 23+ 1 more updateGladstone Commercial Corporation, Annual General Meeting, May 07, 2026Gladstone Commercial Corporation, Annual General Meeting, May 07, 2026.
Upcoming Dividend • Mar 16Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 23 March 2026. Payment date: 31 March 2026. Trailing yield: 10.0%. Within top quartile of American dividend payers (4.4%). Higher than average of industry peers (5.8%).
ナラティブの更新 • Mar 12GOOD: Office Risks And Refinancing Costs Will Balance Occupancy Strength Through 2027Analysts 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.
Price Target Changed • Mar 06Price target increased by 7.0% to US$13.38Up from US$12.50, the current price target is an average from 4 analysts. New target price is 8.2% above last closing price of US$12.36. Stock is down 22% over the past year. The company is forecast to post earnings per share of US$0.15 for next year compared to US$0.14 last year.
Declared Dividend • Feb 28Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 23rd March 2026 Payment date: 31st March 2026 Dividend yield will be 9.6%, which is higher than the industry average of 4.4%.
ナラティブの更新 • Feb 26GOOD: Office Exposure And Refinancing Costs Will Shape Balanced Outlook Through 2027Narrative 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.
Reported Earnings • Feb 20Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: FFO per share: US$1.4. Revenue: US$161.3m (up 8.0% from FY 2024). Funds from operations (FFO): US$64.5m (up 8.8% from FY 2024). FFO margin: 40% (in line with FY 2024). Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 24%. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the REITs industry in the US.
New Risk • Feb 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 14% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). Earnings are forecast to decline by an average of 14% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (106% payout ratio). Profit margins are more than 30% lower than last year (4.1% net profit margin).
ナラティブの更新 • Feb 10GOOD: General Motors Austin Lease Outcomes Will Shape Balanced Post 2026 OutlookNarrative 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.
Declared Dividend • Feb 01Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 18th February 2026 Payment date: 27th February 2026 Dividend yield will be 10%, which is higher than the industry average of 4.4%.
ナラティブの更新 • Jan 26GOOD: 2025 Acquisitions And 2027 Lease Risk Will Shape Fair OutlookAnalysts 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.
Declared Dividend • Jan 16Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 23rd January 2026 Payment date: 30th January 2026 Dividend yield will be 10%, which is higher than the industry average of 4.4%.
お知らせ • Jan 15+ 2 more updatesGladstone Commercial Corporation announces Monthly dividend, payable on March 31, 2026Gladstone Commercial Corporation announced Monthly dividend of USD 0.1000 per share payable on March 31, 2026, ex-date on March 23, 2026 and record date on March 23, 2026.
お知らせ • Jan 14Gladstone Commercial Corporation to Report Q4, 2025 Results on Feb 18, 2026Gladstone Commercial Corporation announced that they will report Q4, 2025 results After-Market on Feb 18, 2026
ナラティブの更新 • Jan 08GOOD: 2025 Acquisitions Will Offset Austin Office Lease Expiration RiskNarrative 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 18GOOD: 2025 Acquisitions Will Offset Austin Office Lease Rollover RiskAnalysts 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.
Upcoming Dividend • Dec 15Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 22 December 2025. Payment date: 31 December 2025. Trailing yield: 11%. Within top quartile of American dividend payers (4.4%). Higher than average of industry peers (5.9%).
ナラティブの更新 • Dec 04GOOD: 2025 Acquisition Momentum Will Offset Key Austin Office Lease RiskAnalysts 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.
Declared Dividend • Nov 28Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 22nd December 2025 Payment date: 31st December 2025 Dividend yield will be 11%, which is higher than the industry average of 4.4%.
ナラティブの更新 • Nov 20GOOD: Upgrades Will Follow 2025 Acquisition Momentum Despite Office Lease UncertaintyAnalysts 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.
Price Target Changed • Nov 12Price target decreased by 8.6% to US$13.80Down from US$15.10, the current price target is an average from 5 analysts. New target price is 23% above last closing price of US$11.26. Stock is down 34% over the past year. The company is forecast to post earnings per share of US$0.33 for next year compared to US$0.27 last year.
Recent Insider Transactions • Nov 12President recently bought US$75k worth of stockOn the 7th of November, Arthur Cooper bought around 7k shares on-market at roughly US$10.70 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Arthur's only on-market trade for the last 12 months.
分析記事 • Nov 06Earnings Miss: Gladstone Commercial Corporation Missed EPS By 80% And Analysts Are Revising Their ForecastsLast 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 05GOOD: Shares Will Benefit From Diversified Portfolio Despite Office Lease ExpirationsAnalysts 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.
Reported Earnings • Nov 04Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$0.021 (down from US$0.20 in 3Q 2024). Revenue: US$40.8m (up 4.1% from 3Q 2024). Net income: US$982.0k (down 88% from 3Q 2024). Profit margin: 2.4% (down from 22% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) missed analyst estimates by 80%. Revenue is forecast to grow 5.5% p.a. on average during the next 2 years, compared to a 5.6% growth forecast for the REITs industry in the US. Over the last 3 years on average, earnings per share has increased by 89% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Declared Dividend • Nov 02Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 17th November 2025 Payment date: 26th November 2025 Dividend yield will be 10%, which is higher than the industry average of 4.4%.
ナラティブの更新 • Oct 21Analysts Adjust Gladstone Commercial Price Target as Profitability and Discount Rate ShiftAnalysts 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.
Declared Dividend • Oct 20Dividend of US$0.10 announcedDividend of US$0.10 is the same as last year. Ex-date: 24th October 2025 Payment date: 31st October 2025 Dividend yield will be 10%, which is higher than the industry average of 4.4%.
お知らせ • Oct 15Gladstone Commercial Corporation to Report Q3, 2025 Results on Nov 03, 2025Gladstone Commercial Corporation announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 03, 2025
お知らせ • Oct 02Gladstone Commercial Corporation (NasdaqGS:GOOD) acquired 693,236 SF Industrial Portfolio located in Michigan, Indiana, and Georgia for $54.5 million.Gladstone Commercial Corporation (NasdaqGS:GOOD) acquired 693,236 SF Industrial Portfolio located in Michigan, Indiana, and Georgia for $54.5 million on October 1, 2025. Gladstone Commercial Corporation (NasdaqGS:GOOD) completed the acquisition of 693,236 SF Industrial Portfolio located in Michigan, Indiana, and Georgia for $54.5 million on October 1, 2025.
Upcoming Dividend • Sep 15Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 22 September 2025. Payment date: 30 September 2025. Trailing yield: 9.2%. Within top quartile of American dividend payers (4.4%). Higher than average of industry peers (5.6%).
Declared Dividend • Aug 31Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 22nd September 2025 Payment date: 30th September 2025 Dividend yield will be 8.9%, which is higher than the industry average of 4.4%.
Upcoming Dividend • Aug 15Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 20 August 2025. Payment date: 29 August 2025. Trailing yield: 9.1%. Within top quartile of American dividend payers (4.5%). Higher than average of industry peers (5.8%).
分析記事 • Aug 09Gladstone Commercial Corporation Just Missed EPS By 53%: Here's What Analysts Think Will Happen NextNasdaqGS:GOOD 1 Year Share Price vs Fair Value Explore Gladstone Commercial's Fair Values from the Community and select...
Price Target Changed • Aug 08Price target decreased by 7.7% to US$15.60Down from US$16.90, the current price target is an average from 5 analysts. New target price is 19% above last closing price of US$13.08. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$0.24 for next year compared to US$0.27 last year.
Declared Dividend • Aug 01Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 20th August 2025 Payment date: 29th August 2025 Dividend yield will be 9.2%, which is higher than the industry average of 4.4%.
Declared Dividend • Jul 14Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 21st July 2025 Payment date: 31st July 2025 Dividend yield will be 8.5%, which is higher than the industry average of 4.4%.
お知らせ • Jul 11Gladstone Commercial Corporation to Report Q2, 2025 Results on Aug 06, 2025Gladstone Commercial Corporation announced that they will report Q2, 2025 results After-Market on Aug 06, 2025
お知らせ • Jun 27Gladstone Commercial Corporation (NasdaqGS:GOOD) acquired 215,102 SF Industrial Manufacturing, Distribution & Warehouse Facility in Harrison Township, MI for $16.2 million.Gladstone Commercial Corporation (NasdaqGS:GOOD) acquired 215,102 SF Industrial Manufacturing, Distribution & Warehouse Facility in Harrison Township, MI for $16.2 million on June 26, 2025. A cash consideration of $16.25 million will be paid by Gladstone Commercial Corporation. Gladstone Commercial Corporation (NasdaqGS:GOOD) completed the acquisition of 215,102 SF Industrial Manufacturing, Distribution & Warehouse Facility in Harrison Township, MI on June 26, 2025.
Upcoming Dividend • Jun 16Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 20 June 2025. Payment date: 30 June 2025. Trailing yield: 8.3%. Within top quartile of American dividend payers (4.7%). Higher than average of industry peers (5.7%).
Declared Dividend • Jun 01Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 20th June 2025 Payment date: 30th June 2025 Dividend yield will be 8.4%, which is higher than the industry average of 4.4%.
Upcoming Dividend • May 15Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 21 May 2025. Payment date: 30 May 2025. Trailing yield: 8.4%. Within top quartile of American dividend payers (4.7%). Higher than average of industry peers (5.9%).
Major Estimate Revision • May 14Consensus EPS estimates increase by 26%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$151.5m to US$153.4m. EPS estimate increased from US$0.22 to US$0.277 per share. Net income forecast to shrink 8.3% next year vs 2.7% growth forecast for REITs industry in the US . Consensus price target down from US$16.90 to US$15.88. Share price was steady at US$14.08 over the past week.
Reported Earnings • May 09First quarter 2025 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2025 results: EPS: US$0.043 (up from US$0.008 in 1Q 2024). Revenue: US$37.5m (up 5.0% from 1Q 2024). Net income: US$1.92m (up US$1.61m from 1Q 2024). Profit margin: 5.1% (up from 0.9% in 1Q 2024). Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the REITs industry in the US. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Declared Dividend • May 01Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 21st May 2025 Payment date: 30th May 2025 Dividend yield will be 8.6%, which is higher than the industry average of 4.4%.
Seeking Alpha • Apr 17Gladstone Commercial: A Great 9% Yielding Industrial REIT To BuySummary 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
Declared Dividend • Apr 11Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 21st April 2025 Payment date: 30th April 2025 Dividend yield will be 8.9%, which is higher than the industry average of 4.4%.
お知らせ • Apr 10+ 2 more updatesGladstone Commercial Corporation announces Monthly dividend, payable on June 30, 2025Gladstone Commercial Corporation announced Monthly dividend of USD 0.1000 per share payable on June 30, 2025, ex-date on June 20, 2025 and record date on June 20, 2025.
お知らせ • Apr 09Gladstone Commercial Corporation to Report Q1, 2025 Results on May 07, 2025Gladstone Commercial Corporation announced that they will report Q1, 2025 results After-Market on May 07, 2025
お知らせ • Mar 17Gladstone Commercial Corporation, Annual General Meeting, May 01, 2025Gladstone Commercial Corporation, Annual General Meeting, May 01, 2025.
Declared Dividend • Mar 02Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 19th March 2025 Payment date: 31st March 2025 Dividend yield will be 7.4%, which is higher than the industry average of 4.4%.
Major Estimate Revision • Feb 25Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$152.8m to US$146.7m. EPS estimate also fell from US$0.268 per share to US$0.237 per share. Net income forecast to shrink 3.7% next year vs 18% decline forecast for REITs industry in the US. Consensus price target broadly unchanged at US$17.10. Share price was steady at US$16.17 over the past week.
分析記事 • Feb 21Gladstone Commercial Corporation (NASDAQ:GOOD) Just Released Its Annual Results And Analysts Are Updating Their EstimatesGladstone Commercial Corporation ( NASDAQ:GOOD ) shareholders are probably feeling a little disappointed, since its...
お知らせ • Feb 21Gladstone Commercial Corporation (NasdaqGS:GOOD) acquired 215,474 Square Foot, Class A Industrial Manufacturing Facility in Houston, Texas.Gladstone Commercial Corporation (NasdaqGS:GOOD) acquired 215,474 Square Foot, Class A Industrial Manufacturing Facility in Houston, Texas on February 20, 2025. The property was marketed by Wes Williams and Robert Alinger of Colliers' Houston office. Gladstone Commercial Corporation (NasdaqGS:GOOD) completed the acquisition of 215,474 Square Foot, Class A Industrial Manufacturing Facility in Houston, Texas on February 20, 2025.
Reported Earnings • Feb 19Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: US$0.57 (up from US$0.19 loss in FY 2023). Revenue: US$149.4m (up 1.2% from FY 2023). Net income: US$24.0m (up US$31.7m from FY 2023). Profit margin: 16% (up from net loss in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.8%. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the REITs industry in the US. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
新しいナラティブ • Feb 06Expanding 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.
Declared Dividend • Feb 02Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 19th February 2025 Payment date: 28th February 2025 Dividend yield will be 7.4%, which is higher than the industry average of 4.4%.
Declared Dividend • Jan 19Dividend of US$0.10 announcedDividend of US$0.10 is the same as last year. Ex-date: 24th January 2025 Payment date: 31st January 2025 Dividend yield will be 7.4%, which is higher than the industry average of 4.4%.
お知らせ • Jan 15+ 1 more updateGladstone Commercial Corporation Announces Monthly Cash Distributions for January, February and March 2025 , Payable on January 31,2025 , February 28, 2025 and March 31, 2025 and on Senior Common Stock for January, February and March 2025, February 5, 2025, March 5, 2025 and April 4, 2025 RespectivelyGladstone Commercial Corporation announced that its board of directors declared cash distributions for the months of January, February and March 2025 and also announced its plan to report earnings for the fourth quarter ended December 31, 2024. Common Stock: $0.10 cash distribution per common share for each of January, February and March 2025, payable on January 31, 2025, February 28, 2025 and March 31, 2025 respectively, with record dates January 24,2025, February 19, 2025 and March 19, 2025 respectively. The Company has paid 240 consecutive monthly cash distributions on its common stock. Prior to paying distributions on a monthly basis, the Company paid five consecutive quarterly cash distribution. Payable on January 31,2025, February 28, 2025 and March 31, 2025. Company declared 0.0875 cash distribution per share of the Company's senior common stock for each of January, February and March 2025, Payable on February 5, 2025,March 5, 2025 and April 4, 2025 respectively. The Company has paid 177 consecutive monthly cash distributions on its Senior Common.
Seeking Alpha • Dec 26Gladstone Commercial: Too Cheap To IgnoreSummary 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 Alpha
Upcoming Dividend • Dec 15Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 20 December 2024. Payment date: 31 December 2024. Trailing yield: 7.1%. Within top quartile of American dividend payers (4.3%). Higher than average of industry peers (5.3%).
お知らせ • Dec 06Gladstone Commercial Corporation Announces Resignation of Paul W. Adelgren as Board of Director, Effective December 15, 2024On December 3, 2024, Paul W. Adelgren notified Gladstone Commercial Corporation that he is resigning from the Company's board of directors, effective December 15, 2024.
Declared Dividend • Dec 01Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 20th December 2024 Payment date: 31st December 2024 Dividend yield will be 6.8%, which is higher than the industry average of 4.4%.
Buy Or Sell Opportunity • Nov 29Now 20% undervaluedOver the last 90 days, the stock has risen 15% to US$17.61. The fair value is estimated to be US$22.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.6% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 6.4% in 2 years. Earnings are forecast to grow by 41% in the next 2 years.
お知らせ • Nov 16Gladstone Commercial Corporation Announces Executive ChangesGladstone Commercial Corporation announced that Terry Lee Brubaker will be retiring as Chief Operating Officer of the Company effective December 2, 2024. Mr. Brubaker is also retiring as director and executive officer of Gladstone Management Corporation, the Company’s investment adviser, and as a member of the board of managers and an executive officer of Gladstone Administration, LLC, the Company’s administrator, also effective December 2, 2024. Following Mr. Brubaker’s departure, Michael LiCalsi, the Company’s General Counsel and Secretary, who also serves as Gladstone Administration’s President, General Counsel and Secretary, will assume certain additional operational responsibilities while Gladstone Management will conduct a national search for a Chief Investment Officer to fill Mr. Brubaker’s investment committee responsibilities.
Major Estimate Revision • Nov 15Consensus EPS estimates increase by 625%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from US$0.04 to US$0.29. Revenue forecast steady at US$150.2m. Net income forecast to shrink 47% next year vs 32% decline forecast for REITs industry in the US. Consensus price target broadly unchanged at US$16.90. Share price was steady at US$16.86 over the past week.
Seeking Alpha • Nov 15Gladstone Commercial: I'm Picking Up Monthly Income With The PreferredsSummary 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
Price Target Changed • Nov 06Price target increased by 8.7% to US$16.30Up from US$15.00, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of US$16.01. Stock is up 33% over the past year. The company is forecast to post a net loss per share of US$0.12 next year compared to a net loss per share of US$0.19 last year.
Reported Earnings • Nov 06Third quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2024 results: FFO per share: US$0.4 (up from US$0.33 in 3Q 2023). Revenue: US$39.2m (up 7.6% from 3Q 2023). Funds from operations (FFO): US$16.1m (up 23% from 3Q 2023). FFO margin: 41% (up from 36% in 3Q 2023). Revenue missed analyst estimates by 23%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the REITs industry in the US. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 11% per year.
Declared Dividend • Nov 01Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 20th November 2024 Payment date: 29th November 2024 Dividend yield will be 7.6%, which is higher than the industry average of 4.4%.
Declared Dividend • Oct 13Dividend of US$0.10 announcedShareholders will receive a dividend of US$0.10. Ex-date: 22nd October 2024 Payment date: 31st October 2024 Dividend yield will be 7.5%, which is higher than the industry average of 4.4%.
New Risk • Oct 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 12% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 12% per year for the foreseeable future. Minor Risks Dividend is not well covered by earnings (109% payout ratio). Currently unprofitable and not forecast to become profitable over next 2 years (US$2.1m net loss in 2 years). Shareholders have been diluted in the past year (5.6% increase in shares outstanding).
お知らせ • Oct 10Gladstone Commercial Corporation Announces Monthly Cash Distribution on Common Stock for October, November and December 2024, Payable on October 31, 2024, November 29, 2024 and December 31, 2024 Respectively and on Senior Common Stock for October, November and December 2024, Payable on November 4, 2024, December 4, 2024 and January 3, 2025, RespectivelyGladstone Commercial Corporation announced that its Board of Director declared cash distribution of $0.10 per common share for each of October, November and December 2024, payable on October 31, 2024, November 29, 2024 and December 31, 2024 respectively to shareholders of record on October 22, 2024, November 20, 2024 and December 20, 2024 respectively. The company declared $0.0875 cash distribution per share of the Company’s senior common stock for each of October, November and December 2024, payable on November 4, 2024, December 4, 2024 and January 3, 2025 respectively.
Upcoming Dividend • Sep 13Upcoming dividend of US$0.10 per shareEligible shareholders must have bought the stock before 20 September 2024. Payment date: 30 September 2024. Trailing yield: 7.6%. Within top quartile of American dividend payers (4.4%). Higher than average of industry peers (5.2%).
お知らせ • Aug 23Gladstone Commercial Corporation Announces Election of Katharine Cornell Gorka as DirectorGladstone Commercial Corporation announced that Katharine Cornell Gorka has been elected to the 2027 class of Directors for the company, effective August 22, 2024. Ms. Gorka, 64, is the President of Threat Knowledge Group and also serves as the chair of the Fairfax County Republican Party. Ms. Gorka previously served as a Senior Policy Advisor in the Office of Policy at the U.S. Department of Homeland Security from 2017 until 2020. In 2020, Ms. Gorka served as Press Secretary for U.S. Customs and Border Protection, and from 2020 to 2022 she served as the Director for the Civil Society at The Heritage Foundation. Ms. Gorka graduated from the University of North Carolina at Chapel Hill with highest honors in 1978 and received her M.Sc. in Economics with Distinction from the London School of Economics in 1987.