Broadstone Net Lease, Inc.

NYSE:BNL 株式レポート

時価総額：US$4.2b

Broadstone Net Lease 将来の成長

Future 基準チェック /16

Broadstone Net Lease利益と収益がそれぞれ年間9.3%と6.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に5.9% 4.8%なると予測されています。

主要情報

9.3%

収益成長率

4.83%

EPS成長率

REITs 収益成長16.0%
収益成長率6.8%
将来の株主資本利益率5.88%
アナリストカバレッジ

Good

最終更新日08 Jun 2026

今後の成長に関する最新情報

分析記事 • Feb 22

Broadstone Net Lease, Inc. (NYSE:BNL) Just Reported Annual Earnings: Have Analysts Changed Their Mind On The Stock?

Investors in Broadstone Net Lease, Inc. ( NYSE:BNL ) had a good week, as its shares rose 4.0% to close at US$15.96...
分析記事 • May 06

Broadstone Net Lease, Inc. Just Recorded A 103% EPS Beat: Here's What Analysts Are Forecasting Next

It's been a good week for Broadstone Net Lease, Inc. ( NYSE:BNL ) shareholders, because the company has just released...

Recent updates

ナラティブの更新 • Jun 03

BNL: Fair View Balances Q1 Earnings Momentum With Execution And Rate Risks

Analysts have raised their price target on Broadstone Net Lease to $21.82 from $20.91, reflecting updated assumptions on the discount rate, revenue growth, profit margin, and future P/E that are in line with recent Street research updates from firms such as Cantor Fitzgerald and UBS. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price targets as aligning the stock more closely with their updated P/E assumptions, suggesting the prior targets may have been conservative relative to current expectations.
ナラティブの更新 • May 02

BNL: Index Additions And Development Projects Will Underpin Balanced Forward Outlook

Analysts have lifted the fair value estimate for Broadstone Net Lease to $20 from $19, reflecting updated assumptions on the discount rate, revenue growth, profit margin, and future P/E. This move aligns with the recent Street price target increase to $20.
ナラティブの更新 • Apr 18

BNL: Neutral UBS View Will Rely On Earnings And Margin Delivery

Analysts have inched up their price expectations for Broadstone Net Lease, with the consensus target moving from about $20.64 to roughly $20.91. This reflects updated views on discount rate, revenue growth, profit margin and future P/E assumptions, alongside a recent Street move that lifted one price target to $20.
Seeking Alpha • Apr 08

Broadstone Net Lease: A Noteworthy Index Inclusion And A Shift In Global Macro

Summary I have lowered my conviction in Broadstone Net Lease, as I believe its tailwinds might fade amid a shift in the macroeconomic landscape. BNL's S&P 600 small-cap index inclusion may boost trading volume but does not guarantee sustained price appreciation. Fixed rent escalations and a 5.6-year asset-liability mismatch expose the company to inflation and refinancing risk. On a positive note, BNL trades at an 11.91x forward price-to-AFFO multiple, 19.99% below the sector median. The REIT also provides a 6.32% forward dividend yield. Left tail risk is evident with a max drawdown of 44.59% witnessed. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 02

BNL: Higher UBS P/E Assumptions Will Shape Future Return Profile

Analysts have inched their fair value estimate for Broadstone Net Lease higher, lifting the implied price target from about $20.45 to around $20.64. This follows recent Street research that included a $1 increase in the UBS target to $20 and updated assumptions for discount rate, revenue growth, profit margin, and future P/E of 70x.
ナラティブの更新 • Mar 19

BNL: Updated Return Assumptions And Development Pipeline Will Shape Balanced Outlook

Analysts have lifted their price target on Broadstone Net Lease from $19 to $20, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that are broadly consistent with recent Street research. Analyst Commentary Analysts interpret the move to a US$20 price target as a fine tuning of expectations rather than a major reset, with views split between cautious optimism and a focus on execution risks.
ナラティブの更新 • Mar 05

BNL: Development Pipeline And Dividend Policy Will Shape Balanced Forward Outlook

Analysts are maintaining a $19.00 price target for Broadstone Net Lease, with the updated view reflecting slightly higher discount rate assumptions, more conservative revenue growth and profit margin expectations, and a higher future P/E multiple to align with current earnings projections. What's in the News Broadstone Net Lease added two new build-to-suit development projects to its investment pipeline with an aggregate estimated total project investment of about $62.1 million, including an SSD industrial warehouse and distribution center in Sarasota, FL, and a retail development in Magnolia, TX, a suburb of Houston, TX (Key Developments).
ナラティブの更新 • Feb 19

BNL: Higher FY25 Deployment Goals And 2026 Guidance Will Shape Risk Balance

Analysts have raised their price target on Broadstone Net Lease to $20 from $18, citing higher FY25 investment volume goals and the potential for conservative 2026 assumptions if current trends persist. Analyst Commentary Recent research points to a more balanced setup for Broadstone Net Lease, with the higher US$20 price target framed against what some see as execution and growth risks tied to future investment volumes.
ナラティブの更新 • Feb 05

BNL: Higher FY25 Deployment And Investor Day Will Balance Execution Risks

Analysts recently lifted their price target on Broadstone Net Lease to US$20 from US$18, citing management’s higher FY25 investment volume target and the potential for current 2026 assumptions to prove conservative if those trends continue. Analyst Commentary Even with the higher US$20 price target, some bearish analysts are still striking a cautious tone on Broadstone Net Lease.
ナラティブの更新 • Jan 22

BNL: Higher FY25 Investments And Investor Day Will Shape Risk Balance

Analysts have lifted their price target range for Broadstone Net Lease by about $4 to roughly $19, citing higher planned FY25 investment volumes and noting that current 2026 assumptions could prove conservative if those trends continue. Analyst Commentary Even with the higher price target range and larger planned FY25 investment volumes, some bearish analysts are still urging caution.
ナラティブの更新 • Jan 08

BNL: Higher 2025 Investment Plans And Investor Day Outlook Will Support Upside

Narrative Update on Broadstone Net Lease The analyst price target for Broadstone Net Lease has moved to $20 from $18, as analysts point to the company's higher FY25 investment volume target and the potential for more clarity at the upcoming investor day as key supports for this change. Analyst Commentary Analysts are reacting to Broadstone Net Lease's updated FY25 investment volume target and the higher price target, using both to reassess how much upside and risk they see in the story.
ナラティブの更新 • Dec 24

BNL: Rising Investment Volumes And 2026 Guidance Are Expected To Unlock Upside

Analysts have modestly trimmed their fair value estimate for Broadstone Net Lease from $22.00 to $21.00 per share, even as they highlight rising investment volume targets and the potential for conservative 2026 assumptions as reasons to maintain a more balanced outlook. Analyst Commentary Bullish analysts are increasingly highlighting the potential for upside in Broadstone Net Lease's valuation as management demonstrates confidence in its growth trajectory and capital deployment plans.
ナラティブの更新 • Dec 10

BNL: Rising 2025 Investment Plans Will Support Higher Price Potential

Analysts have raised their price target on Broadstone Net Lease by $2 to $20 per share, citing management's increasing FY25 investment volume targets and the potential for current 2026 assumptions to prove conservative as visibility improves. Analyst Commentary Bullish Takeaways Bullish analysts view the higher FY25 investment volume target as a sign that management can deploy capital effectively, supporting the raised $20 price target.
ナラティブの更新 • Nov 26

BNL: Upward Momentum Expected As Investment Targets Rise For 2025

Analysts have raised their price target for Broadstone Net Lease from $19.70 to $20.27. They cite improved revenue growth forecasts and management’s upwardly revised investment targets as key drivers of the change.
ナラティブの更新 • Aug 27

E-commerce Trends And Suburban Demand Will Fuel Build-To-Suit Development

Broadstone Net Lease’s fair value has been revised upward to $19.60 as analysts gain confidence in management’s strategic execution, earnings visibility from a growing development pipeline, and enhanced growth prospects following accretive transactions and strong Q2 results. Analyst Commentary Disposal of the healthcare portfolio increased confidence in management's strategic execution.
Seeking Alpha • Feb 23

Broadstone Net Lease And W. P. Carey: Diverging Multiples Create A Compelling Opportunity To Swap

Summary Sector rotation in commercial real estate shows industrial making a comeback, while data centers may have peaked, affecting net lease REITs like BNL and WPC. BNL's AFFO multiple has compressed to 10x, while WPC's multiple expanded to 12.5x after strong earnings, creating a valuation gap. BNL and WPC have similar portfolios and metrics, making them direct comparables; BNL's current undervaluation presents a potential 12.5% upside. Recommending a Buy rating on BNL due to its attractive valuation relative to WPC, suggesting a swap for investors holding WPC shares. Read the full article on Seeking Alpha
分析記事 • Feb 22

Broadstone Net Lease, Inc. (NYSE:BNL) Just Reported Annual Earnings: Have Analysts Changed Their Mind On The Stock?

Investors in Broadstone Net Lease, Inc. ( NYSE:BNL ) had a good week, as its shares rose 4.0% to close at US$15.96...
Seeking Alpha • Jan 07

Broadstone Net Lease: Remains Undervalued With Attractive Yield

Summary Shares in Broadstone Net Lease have traded in a tight range over the past year. Total stock performance has been supported by the REIT’s attractive dividend payout. At current pricing, shares offer an annual yield of more than 7%. I maintain a bullish stance due to the stock’s value potential and dividend payout. Read the full article on Seeking Alpha
Seeking Alpha • Dec 25

Broadstone Net Lease: Double Your Income With Significantly Less Risk

Summary We had moved Broadstone Net Lease to a Hold from a Buy the last time around. The stock is down 10.5% since then and the decision to stay out feels good. We go over the fundamentals today and tell you how we would play it. Read the full article on Seeking Alpha
Seeking Alpha • Nov 23

Broadstone Net Lease: Still Underestimated

Summary Broadstone Net Lease Inc.'s portfolio emphasizes industrial properties and long-term leases, provides high rental collection rates and moderate concentration risk. Despite its recent top-line challenges, Broadstone maintains solid per-share ratios. Moreover, a seemingly favorable capital structure provides latitude to enhanced performance in a lower interest rate environment. The REIT's valuation metrics suggest relative value is in store, which is accompanied by a forward dividend yield of 6.75%. Risks include an uncertain inflationary environment and non-investment-grade tenant exposure. Nevertheless, overall, Broadstone's core strengths and cyclical upswing attributes led us to a net bullish argument. Read the full article on Seeking Alpha
Seeking Alpha • Oct 01

Broadstone Net Lease: 6% Yield, Dividend Growth, High Margin Of Safety

Summary Broadstone Net Lease, Inc. is an industrial-oriented REIT with strong dividend pay-out metrics, sustainable FFO growth, and a healthy, well-leased portfolio. The trust offers a solid 6% yield and focuses on dividend growth, making it a compelling choice for passive income investors. BNL's strategic shift towards industrial properties, driven by eCommerce growth, positions it for continued FFO and dividend growth. Despite potential risks from reliance on industrial acquisitions, BNL's financial health and portfolio management support a positive risk/reward outlook. Read the full article on Seeking Alpha
Seeking Alpha • Sep 17

Previous Thesis Panned Out, But Broadstone Net Lease Has More To Offer

Summary Broadstone Net Lease's reorganization strategy aims to reduce healthcare properties and increase industrial property exposure, enhancing portfolio quality and long-term value. Despite recent industrial sector challenges, including oversupply and interest rate headwinds, BNL's strategic shift is seen as a sustainable step forward. Q2 2024 data shows signs of improving industrial space demand and reduced construction starts, indicating a potential market turnaround. BNL's low valuation and successful reorganization progress make it a compelling buy, despite current market conditions. Read the full article on Seeking Alpha
Seeking Alpha • Sep 10

Broadstone Net Lease: Not All Industrial Is Created Equal

Summary Net lease real estate has been unusually volatile over the past year due to interest rate speculation. BNL's portfolio is primarily industrial and being reshaped, divesting non-core healthcare assets and reinvesting in industrial and retail. Despite recent gains, BNL still trails the sector with discounted adjusted funds from operations per share multiple. We dive into BNL's industrial assets and explore the quality of the company's largest asset class. Read the full article on Seeking Alpha
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新しいナラティブ • Sep 03

Tactical Exit And Risky Investments Spell Troubled Waters Ahead

Exiting clinical healthcare and shifting investments towards specialized industrial and QSR assets could lead to earnings volatility and capital requirement issues.
Seeking Alpha • Aug 12

Broadstone Net Lease: Meaningful Reorganization Progress And Strong Metrics Make It Buyable

Summary Broadstone Net Lease is a diversified REIT that focuses on industrial properties, restaurants, healthcare, retail, and office spaces. BNL is implementing a healthcare portfolio simplification strategy to improve its overall quality and performance. The process concerns some investors, but BNL has already made meaningful progress. BNL's strong credit metrics, high occupancy rate, solid WALT, and high rent escalators make it an attractive investment opportunity with the potential for double-digit total returns. There's a double-digit total return potential resulting from multiple expansion, high-yielding and well-covered dividends, and further growth. Welcome to Cash Flow Venue, where we discuss dividend investing opportunities, often within a REIT sector. I am a finance professional with broad M&A and valuation expertise. Enjoy the read! Read the full article on Seeking Alpha
Seeking Alpha • Jul 30

Broadstone Net Lease: Price Catches Up With Value

Summary We had previously rated Broadstone Net Lease as a Buy and gave it preference over Realty Income. BNL outperformed Realty Income by a 2:1 ratio, with total returns of 26%. We go over 3 reasons why we are downgrading this to a Hold. Read the full article on Seeking Alpha
Seeking Alpha • Jul 08

Broadstone Net Lease: An Attractive Yield For Income Investors

Summary Broadstone Net Lease is a diversified REIT with attractive yield and valuation, primarily focused on industrial properties. BNL has high occupancy and collection rates; they've been mostly beating analyst expectations, but growth is expected to be rather flat going forward. Despite a lack of growth in the near term, this REIT delivers a solid yield to compensate for that while they work to adjust the portfolio back to consistent growth. Read the full article on Seeking Alpha
分析記事 • Jun 22

Here's Why We Think Broadstone Net Lease (NYSE:BNL) Is Well Worth Watching

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Seeking Alpha • Jun 03

Broadstone Net Lease: Higher For Longer Interest Rates Keeping The Stock Undervalued

Summary Broadstone Net Lease is an Industrial-focused Real Estate Investment Trust with 759 net leased properties. Their business collected 99% of base rents in the first quarter, cooling concerns in the commercial real estate industry. Furthermore, 99.2% of rentable square footage is in a lease, with only 3 of 759 properties vacant. Read the full article on Seeking Alpha
Seeking Alpha • May 27

Broadstone Net Lease: Great Risk-To-Reward Ratio Accompanied By Top Business Metrics

Summary BNL has great business metrics and a safe financing structure. The market has underestimated BNL's value proposition. BNL has a clear path to double-digit total returns. Already halfway through its portfolio reorganization strategy, BNL is likely to overcome its headwinds. Read the full article on Seeking Alpha
Seeking Alpha • May 21

Broadstone Net Lease: Very Much Underestimated

Summary Key metrics show that Broadstone Net Lease's portfolio is resilient. The REIT's robust industrial property performance is surprising, given the volatile economic environment. We believe lower operating expenses and an improved cost of capital will likely occur in due course. In our view, the REIT's price multiples illustrate relative value and its dividend is best-in-class. Technical pricing factors exist. However, we are net bullish on this net REIT's prospects! Read the full article on Seeking Alpha
分析記事 • May 06

Broadstone Net Lease, Inc. Just Recorded A 103% EPS Beat: Here's What Analysts Are Forecasting Next

It's been a good week for Broadstone Net Lease, Inc. ( NYSE:BNL ) shareholders, because the company has just released...
Seeking Alpha • Apr 16

Broadstone Net Lease: An Industrial REIT Powerhouse With A 7.8% Yield

Summary Broadstone Net Lease has the potential for FFO expansion in 2024 and is expected to acquire more industrial properties, leading to dividend hikes. The trust's valuation has improved, making it a solid buy-and-hold investment with promising risk/reward. Broadstone Net Lease's focus on industrial properties and rent escalators positions it for FFO growth and protection against inflation. Read the full article on Seeking Alpha
Seeking Alpha • Mar 28

Broadstone Net Lease: A 7.5% Dividend And Cheap Valuation

Summary Broadstone Net Lease is a small but promising net lease REIT with excellent operating metrics. BNL has a near-perfect occupancy rate of 99.4% and rent collections of 99.2%, along with a 10+ year WAULT and high rent coverage. The REIT plans to increase external growth through acquisitions and capital recycling, while also streamlining its focus on core net lease assets. Read the full article on Seeking Alpha
Seeking Alpha • Mar 10

Broadstone Net Lease: Why We Prefer It Over Realty Income

Summary BNL is a REIT that has established a strong presence in the triple net arena, particularly in the industrial sector. BNL offers industrial exposure and additional differentiators that make us prefer it over Realty Income,. We tell you why this may not be for everyone despite the safe 7.76% yield. Read the full article on Seeking Alpha
Seeking Alpha • Feb 25

Broadstone Net Lease: A REIT To Consider For Post Rate Hikes

Summary Broadstone Net Lease is an internally-managed REIT with a short track record but a shareholder-friendly structure. BNL has a diversified portfolio of properties across different sectors like Industrial, Healthcare, and the retail segments. They also have longer lease terms, similar to peer Realty Income. Although their current dividend is well-covered by its AFFO, the payout ratio is slightly higher than peers like Agree Realty & NNN REIT. The company's balance sheet remain strong with no significant debt maturing until 2026, giving them financial flexibility to continue growing the portfolio. Read the full article on Seeking Alpha
Seeking Alpha • Feb 06

Broadstone Net Lease: An Insulated Portfolio Protected From Rates And Turmoil

Summary Net lease REITs have been impacted by speculation and uncertainty surrounding interest rates. Broadstone's portfolio is diversified and primarily industrial. Broadstone has few refinancing obligations and lease expirations over the next two years, protecting the REIT from market turmoil. Read the full article on Seeking Alpha
Seeking Alpha • Jan 03

Broadstone Net Lease: A Solid REIT Choice For 2024

Summary Broadstone Net Lease is an industrial-focused real estate investment trust with a diversified portfolio. The trust has a strong occupancy rate and offers a well-covered dividend with a 7% yield. Broadstone's stock is selling at a moderate FFO multiple, making it an attractive buy for passive income investors. Read the full article on Seeking Alpha
分析記事 • Dec 16

Here's Why We Think Broadstone Net Lease (NYSE:BNL) Might Deserve Your Attention Today

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha • Dec 12

Broadstone Net Lease: A Tempting ~7% Yielding Diversified REIT

Summary Broadstone Net Lease is a REIT with an attractive and sustainable yield, which has been increasing since its public debut. BNL has a diversified portfolio with a focus on industrial properties, which is beneficial due to the continued demand in the e-commerce sector. The company has a solid debt maturity schedule, a strong portfolio with diverse tenants, and a high occupancy rate, positioning itself well in the current environment and into the future. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:BNL - 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
12/31/2028576181N/AN/A5
12/31/2027530168N/AN/A8
12/31/2026493160N/AN/A7
3/31/2026467125287304N/A
12/31/202545495270299N/A
9/30/202544889249279N/A
6/30/202544298252282N/A
3/31/2025435113249277N/A
12/31/2024432161259276N/A
9/30/2024425142246273N/A
6/30/2024426156254280N/A
3/31/2024429181234268N/A
12/31/2023443155225271N/A
9/30/2023450183229271N/A
6/30/2023444161238275N/A
3/31/2023433134225271N/A
12/31/2022408122225256N/A
9/30/2022388117234253N/A
6/30/2022407119245264N/A
3/31/2022394107251252N/A
12/31/2021383102243245N/A
9/30/202137388229233N/A
6/30/202133068190199N/A
3/31/202132662178190N/A
12/31/202032251168179N/A
9/30/202032461161169N/A
6/30/202032075155162N/A
3/31/202030976151156N/A
12/31/201929979N/A147N/A
9/30/201927767N/A145N/A
6/30/201926265N/A134N/A
3/31/201925066N/A127N/A
12/31/201823769N/A128N/A
9/30/201822471N/A119N/A
6/30/201820862N/A111N/A
3/31/201819560N/A106N/A
12/31/201718255N/A98N/A
9/30/201717252N/A87N/A
6/30/201716254N/A83N/A
3/31/201715344N/A78N/A
12/31/201614336N/A67N/A
12/31/20159819N/A39N/A

アナリストによる今後の成長予測

収入対貯蓄率: BNLの予測収益成長率 (年間9.3% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: BNLの収益 ( 9.3% ) US市場 ( 17.9% ) よりも低い成長が予測されています。

高成長収益: BNL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: BNLの収益 ( 6.8% ) US市場 ( 12.5% ) よりも低い成長が予測されています。

高い収益成長: BNLの収益 ( 6.8% ) 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: BNLの 自己資本利益率 は、3年後には低くなると予測されています ( 5.9 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/06/10 12:45
終値2026/06/10 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

Broadstone Net Lease, Inc. 8 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。17

アナリスト機関
John KimBMO Capital Markets Equity Research
Eric Martin BordenBMO Capital Markets Equity Research
null nullBMO Capital Markets Equity Research