Gladstone Land（LAND）株式概要
グラッドストーン・ランドは、米国主要農業市場に位置する農地および農業関連不動産を保有する上場不動産投資信託（REIT）です。 詳細
LAND Community Fair Values
Create NarrativeSee what 37 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Gladstone Land Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$9.43 |
| 52週高値 | US$13.00 |
| 52週安値 | US$7.92 |
| ベータ | 1.08 |
| 1ヶ月の変化 | 9.02% |
| 3ヶ月変化 | 7.77% |
| 1年変化 | 2.61% |
| 3年間の変化 | -34.83% |
| 5年間の変化 | -58.87% |
| IPOからの変化 | -37.13% |
最新ニュース
ナラティブ更新 • Sep 17
LAND: Preferred Stock Buybacks And Softer Outlook Will Shape Future Cash Flows
Analysts recently trimmed the 12 month price target on Gladstone Land by $1 to $9, reflecting updated models after the latest quarterly results and revised assumptions for crop yields and pricing in key products such as pistachios and almonds. What’s in the News for Gladstone Land Gladstone Land’s Board authorized a preferred stock repurchase program for up to US$20,000,000 of its 6.00% Series B Cumulative Redeemable Preferred Stock.
ナラティブ更新 • Sep 03
LAND: Future Returns Will Hinge On Crop Pricing And Capital Discipline
Analysts have trimmed their fair value estimate for Gladstone Land to $10.50 from $12.00, reflecting updated assumptions around slower revenue growth, a slightly lower discount rate, modestly softer profit margins, and a reduced future P/E multiple after recent research highlighted changes in expected nut crop yields and pricing. What’s in the News for Gladstone Land Gladstone Land Corporation’s Board of Directors authorized a preferred stock repurchase program covering up to US$20,000,000 of its 6.00% Series B Cumulative Redeemable Preferred Stock.ナラティブ更新 • Aug 14
LAND: Cautious Acquisitions And Preferred Buybacks Will Support Future Cash Flows
Analysts have reduced the Gladstone Land price target from $12 to $10, reflecting updated assumptions for fair value at $10.50 after modeling a cautious acquisition outlook tied to higher funding costs and lower cap rates. What’s in the News for Gladstone Land Gladstone Land Corporation authorized a preferred stock repurchase program covering up to US$20,000,000 of its 6.00% Series B Cumulative Redeemable Preferred Stock and up to US$35,000,000 of its 6.00% Series C Cumulative Redeemable Preferred Stock.Recent updates
ナラティブ更新 • Sep 17
LAND: Preferred Stock Buybacks And Softer Outlook Will Shape Future Cash Flows
Analysts recently trimmed the 12 month price target on Gladstone Land by $1 to $9, reflecting updated models after the latest quarterly results and revised assumptions for crop yields and pricing in key products such as pistachios and almonds. What’s in the News for Gladstone Land Gladstone Land’s Board authorized a preferred stock repurchase program for up to US$20,000,000 of its 6.00% Series B Cumulative Redeemable Preferred Stock.ナラティブ更新 • Sep 03
LAND: Future Returns Will Hinge On Crop Pricing And Capital Discipline
Analysts have trimmed their fair value estimate for Gladstone Land to $10.50 from $12.00, reflecting updated assumptions around slower revenue growth, a slightly lower discount rate, modestly softer profit margins, and a reduced future P/E multiple after recent research highlighted changes in expected nut crop yields and pricing. What’s in the News for Gladstone Land Gladstone Land Corporation’s Board of Directors authorized a preferred stock repurchase program covering up to US$20,000,000 of its 6.00% Series B Cumulative Redeemable Preferred Stock.ナラティブ更新 • Aug 14
LAND: Cautious Acquisitions And Preferred Buybacks Will Support Future Cash Flows
Analysts have reduced the Gladstone Land price target from $12 to $10, reflecting updated assumptions for fair value at $10.50 after modeling a cautious acquisition outlook tied to higher funding costs and lower cap rates. What’s in the News for Gladstone Land Gladstone Land Corporation authorized a preferred stock repurchase program covering up to US$20,000,000 of its 6.00% Series B Cumulative Redeemable Preferred Stock and up to US$35,000,000 of its 6.00% Series C Cumulative Redeemable Preferred Stock.Seeking Alpha • Jul 25
Gladstone Land: Why A Dividend Cut Is Likely
Summary Gladstone Land faces rising OpEx, dividend coverage issues, and tenant concentration risks, prompting a revised 'Hold' rating. LAND’s shift to crop-share agreements increased exposure to farm trends and seasonality, further pressuring AFFO and dividend sustainability. I see a necessary dividend reset to $0.30/share and a $6/share price target, reflecting required deleveraging and cost control. Current valuation and risk profile do not justify entry; I await meaningful financial improvements or a lower share price. Read the full article on Seeking Alphaナラティブ更新 • Jun 16
LAND: Discounted Stock Will Rely On Farm Cash Flows And Prudent Capital
Analysts trimmed their Gladstone Land fair value estimate from $13.00 to $12.00, reflecting updated models after Q1 results that factor in cautious acquisition activity given higher capital costs, lower cap rates, and a reset of price targets to $10.00 and $11.50, alongside a view that the stock trades at a discounted valuation. Analyst Commentary on Gladstone Land Recent research on Gladstone Land highlights a mix of caution on acquisition activity and constructive views on valuation, with several bullish analysts pointing to specific company level catalysts and updated valuation frameworks following the Q1 report.
ナラティブ更新 • Jun 02
LAND: Higher Capital Costs And Slower Acquisitions Will Temper Fairly Valued Shares
Analyst price targets for Gladstone Land have been reset toward $10.00 per share, reflecting a mix of cautious views on acquisitions in light of higher capital costs and lower cap rates, along with recognition of the stock's discounted valuation and a Q1 earnings beat helped by an early pistachio marketing bonus. Analyst Commentary Recent Street research on Gladstone Land has centered on recalibrating price targets and reassessing the risk profile after the Q1 report and earlier Q4 update.ナラティブ更新 • May 11
LAND: Steady Crop Pricing And Cautious Acquisitions Will Support Future Cash Flows
Narrative Update: Gladstone Land Analysts now cluster around a roughly $11.75 average price target for Gladstone Land. This reflects a mix of upward and downward revisions after recent earnings and updated views on steady produce demand, acquisition caution given higher capital costs, and operational risks tied to input costs, water rules, and crop price uncertainty.ナラティブ更新 • Apr 23
LAND: Steady Crop Pricing And Cautious Acquisitions Will Support Future Upside
Analysts have adjusted their price targets on Gladstone Land to a range of $11.50 to $12, citing updated models after Q4 earnings, steady demand and pricing for berry and vegetable farms, and ongoing caution around acquisitions due to high capital costs and lower cap rates. Analyst Commentary Bullish Takeaways Bullish analysts see the updated Q4 models as supportive of price targets in the $11.50 to $12 band, suggesting that current fundamentals justify valuations around this level.ナラティブ更新 • Apr 08
LAND: Lower Discount Rate And Steady Crop Prices Will Support Shares
Analysts now see fair value for Gladstone Land at $12.10, up from $10.50. This points to updated price targets in the $11.50 to $12 range after Q4 earnings, steady demand for berry and vegetable farms, and cautious management commentary around acquisitions given higher capital costs and lower cap rates.ナラティブ更新 • Mar 25
LAND: Steady Farm Demand And Capital Moves Will Support Future Returns
Analysts now cluster around a tighter range of targets for Gladstone Land, with one firm raising its view to $12 and another trimming to $11.50 after Q4 earnings. This reflects steady demand for berry and vegetable farms, alongside caution about acquisition growth given higher funding costs, lower cap rates, and ongoing input and regulatory pressures.ナラティブ更新 • Mar 10
LAND: Steady Farm Demand And Preferred Redemption Will Shape Future Returns
Analysts have trimmed their Gladstone Land fair value estimate from $14.15 to $13.00. This reflects updated views on slower revenue growth, slightly lower profit margins, and a higher future P/E multiple after recent price target changes clustered around the $11.50 to $12.00 range.ナラティブ更新 • Feb 24
LAND: Higher Costs And Regulation Will Pressure Overvalued Shares Further
Analysts have reduced their price target on Gladstone Land to $11.50 from $14.50, citing the recent share rebound, evolving views on long term P/E assumptions, and ongoing concerns around input costs, water regulations, and crop price uncertainty. Analyst Commentary Bearish analysts are using the reduced US$11.50 price target as a signal that recent share strength may already reflect a lot of the good news.ナラティブ更新 • Feb 09
LAND: Slower Acquisitions And Lease Risks Will Pressure Overvalued Shares
Narrative Update Analysts maintained the price target for Gladstone Land at $10, citing Q3 Core FFO that exceeded estimates, recent price strength in key crops tied to participation leases, and a more cautious stance on acquisitions, along with a lower modeled discount rate and slightly higher projected profit margins and revenue growth. One firm shifted its rating to neutral as the shares trade close to that target.ナラティブ更新 • Jan 26
LAND: Nut Crop Leases And Slower Acquisitions Will Shape Balanced Forward Returns
Analysts are holding their average price target on Gladstone Land at $10. Recent research highlights the unchanged Oppenheimer target, along with Alliance Global Partners' move from $9 to $10 after Q3 results and updated FFO and lease mix assumptions.ナラティブ更新 • Jan 11
LAND: Nut Crop Upside And Measured Acquisition Pace Will Shape Future Returns
Analysts now center their Gladstone Land narratives around a US$10 price target, with recent changes in discount rate and growth assumptions reflecting mixed Q3 takeaways. These include stronger than expected Core FFO per share, cautious acquisition activity given a high cost of capital, and updated return expectations that support a more Neutral or Perform stance.ナラティブ更新 • Dec 14
LAND: Rising Nut Crop Pricing Will Support Future Upside Potential
Analysts have nudged their fair value estimate for Gladstone Land up to $10.00 from $9.00, as stronger than expected Q3 Core FFO, improving nut crop pricing, and disciplined capital deployment offset a more cautious stance reflected in recent rating downgrades and higher assumed discount rates. Analyst Commentary Bearish analysts acknowledge the stronger Q3 performance and recent price target increase but remain cautious on the sustainability of growth and the risk reward profile at current levels.ナラティブ更新 • Aug 15
Global Farmland Demand And Water Investment Will Unlock Upside
Gladstone Land's valuation reflects a slightly higher future P/E ratio and a modest decline in net profit margin, suggesting tempered earnings expectations, while the consensus analyst price target remains unchanged at $10.67. What's in the News Gladstone Land Corporation authorized a share repurchase program for up to $20 million of its 6.00% Series B Cumulative Redeemable Preferred Stock and up to $35 million of its 6.00% Series C Cumulative Redeemable Preferred Stock, with the program expiring July 10, 2026 and allowing for open market or negotiated transactions at the company's discretion.
新しいナラティブ • Mar 29
Lease Adjustments And Farm Sales Will Secure Future Advantage
Strategic lease changes and asset reinvestment aim to boost future revenue, earnings, and asset quality, enhancing financial performance.Seeking Alpha • Mar 25
Baby Bonds, Preferreds, And Helping Investors Afford Retirement
Summary High Yield Investor's Samuel Smith and Scott Kaufman from High Dividend Opportunities discuss why preferred shares and baby bonds are compelling for investors. Key picks for preferreds and baby bonds. Are there risks involved with higher yield? Read the full article on Seeking AlphaSeeking Alpha • Feb 26
Gladstone Land: You Shouldn't Get 7.5% Yield On Preferreds, Yet Here We Are
Summary Gladstone Land's Q4-2024 performance was disappointing, with a 37% decline in FFO. We value the company primarily via NAV, as farmland is not the best cash flow generator. We like the preferred shares, but we are upgrading the common as well now. Read the full article on Seeking AlphaSeeking Alpha • Dec 18
Gladstone Land: A Record 5% Dividend Yield From U.S. Farmland
Summary Gladstone Land owns 168 farms and nearly 54,000 acre-feet of water assets, with a 99.5% occupancy rate, but shares have dipped 20% over the last year. The REIT's NAV per share stands at $15.57, trading at a 29% discount, with a 5.04% dividend yield, offering a reasonable margin of safety. Third quarter revenue and cash flows have declined, with NAV per share dropping from $20.33 a year ago due to lower farm valuations and higher long-term borrowing costs. Despite inflation concerns, high-quality farmland's inelastic demand and LAND's unique asset class support a hold rating, with potential near-term dividend yield compression. Read the full article on Seeking AlphaSeeking Alpha • Nov 24
Gladstone Land: I'm Sticking With The Preferred Shares
Summary Gladstone Land's shift to crop-sharing leases will reduce base rent income in the short term and may boost future profitability. Preferred shares offer better value and safety compared to common shares, with dividends well covered despite high payout ratios. The REIT's balance sheet is improving, but farmland value declines have impacted NAV, making preferred shares more attractive. I recommend avoiding common shares due to weak performance, but preferred shares, especially Series D, present a safer investment. Read the full article on Seeking AlphaSeeking Alpha • Jul 20
Gladstone Land Offers A 6.65-7% Yield (To Maturity) On Its Preferred Equity
Summary Gladstone Land is a REIT focusing on farmland leasing. Preferred dividends are well covered and the balance sheet is strong with high equity to assets ratio. Series D preferred shares offer a potential yield of 6.65% if called in January 2026. Read the full article on Seeking AlphaSeeking Alpha • Jun 14
Gladstone Land: Solid Fundamentals Masked By Macro Challenges
Summary Gladstone Land has a dividend yield of 4.3%, paid out to shareholders on a monthly basis. LAND stock owns and leases farmlands across the US. The REIT's solid portfolio mix and fundamentals have been impacted by macro challenges such as higher interest rates and rising costs for tenants. LAND operates on a triple net lease basis, which passes along most of the operating costs to the tenant and increases profit margins for the REIT. Read the full article on Seeking AlphaSeeking Alpha • Mar 30
Gladstone Land: Speculating On A 7.4% Yield To Mandatory Call On Preferreds
Summary Gladstone Land is a REIT that owns farmland and leases it to farmers, providing a straightforward business model. The REIT remains AFFO positive, generating $5.4M AFFO in Q4 and $20.3M for the full year. The preferred shares of Gladstone Land offer a yield of 7.4% if redeemed in January 2026, or 8.3% if not called. Read the full article on Seeking AlphaSeeking Alpha • Feb 06
Gladstone Land: Recent Real Estate Transaction Validates Portfolio Value
Summary Gladstone Land is a leading farmland-focused REIT. Owning farmland remains compelling due to low volatility, strong returns, and the potential for consolidation by institutional players. Farmland could serve as an effective hedge against climate change, as changes in climate are expected to increase crop prices and rental income for landowners. Despite LAND's languishing stock price, a recent transaction by Gladstone validates the portfolio's real estate value. Read the full article on Seeking Alpha株主還元
| LAND | US Specialized REITs | US 市場 | |
|---|---|---|---|
| 7D | 0.2% | -0.5% | -0.1% |
| 1Y | 2.6% | 1.6% | 11.9% |
業界別リターン: LAND過去 1 年間で1.6 % のリターンをもたらしたUS Specialized REITs業界と一致しました。
リターン対市場: LANDは、過去 1 年間で11.9 % のリターンを上げたUS市場を下回りました。
価格変動
| LAND volatility | |
|---|---|
| LAND Average Weekly Movement | 3.2% |
| Specialized REITs Industry Average Movement | 3.2% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.1% |
| 10% least volatile stocks in US Market | 2.9% |
安定した株価: LAND 、 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: LAND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 |
|---|---|---|---|
| 1997 | n/a | David Gladstone | www.gladstonefarms.com |
グラッドストーン・ランドは、米国主要農業市場に位置する農地および農業関連不動産を保有する上場不動産投資信託（REIT）です。 同社は現在、14の州にまたがる約98,000エーカーの農地からなる142の農場と、カリフォルニア州にある約56,000エーカーフィート（181億ガロン以上）の水資源資産を保有しています。 グラッドストーン・ランドの農場は、主に、テナントがベリー類や野菜など、一般的に毎年植え付けられ、収穫される生鮮農産物の年間作物を栽培できる地域に位置しています。 また、同社はアーモンド、ブルーベリー、イチジク、オリーブ、ピスタチオ、ワイン用ブドウなどの永年作物を栽培する農場も所有しており、これらは一般的に20年以上ごとに植え付けられ、毎年収穫されます。 グラッドストーン・ランドは株主に対して毎月分配金を支払っており、2013年1月の新規株式公開（IPO）以来、普通株式に対して162ヶ月連続で現金分配を行ってきた。現在、普通株式1株当たりの分配金は月額0.0467ドル、年額0.5604ドルである。 グラッドストーン・ランド・コーポレーションは1997年に設立され、メリーランド州で法人登記されました。
Gladstone Land Corporation 基礎のまとめ
| LAND 基礎統計学 | |
|---|---|
| 時価総額 | US$406.78m |
| 収益（TTM） | -US$29.22m |
| 売上高(TTM) | US$88.53m |
4.6x
P/Sレシオ-13.9x
PER（株価収益率LAND は割高か？
公正価値と評価分析を参照収益と収入
| LAND 損益計算書（TTM） | |
|---|---|
| 収益 | US$88.53m |
| 売上原価 | US$25.07m |
| 売上総利益 | US$63.46m |
| その他の費用 | US$92.67m |
| 収益 | -US$29.22m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.68 |
| グロス・マージン | 71.68% |
| 純利益率 | -33.00% |
| 有利子負債／自己資本比率 | 72.2% |
LAND 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 Land 配当日 | |
|---|---|
| 配当落ち日 | Sep 21 2026 |
| 配当支払日 | Sep 30 2026 |
| 配当落ちまでの日数 | 1 day |
| 配当支払日までの日数 | 8 days |
LAND 配当は確実ですか？
LAND 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 | 2026/09/21 17:04 |
| 終値 | 2026/09/18 00:00 |
| 収益 | 2026/06/30 |
| 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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 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 Land Corporation 4 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。12
| アナリスト | 機関 |
|---|---|
| Gaurav Mehta | Alliance Global Partners |
| Nathan Crossett | Berenberg |
| John Massocca | B. Riley Securities, Inc. |