Gladstone Land Corporation

NasdaqGM:LAND 주식 리포트

시가총액: US$412.0m

Gladstone Land 향후 성장

Future 기준 점검 0/6

Gladstone Land 의 수익은 연간 0.2% 감소할 것으로 예상되는 반면, 연간 수익은 56.4% 로 증가할 것으로 예상됩니다. EPS는 연간 62.4% 만큼 성장할 것으로 예상됩니다.

핵심 정보

56.4%

이익 성장률

62.37%

EPS 성장률

Specialized REITs 이익 성장10.3%
매출 성장률-0.2%
향후 자기자본이익률n/a
애널리스트 커버리지

Low

마지막 업데이트18 Aug 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
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새로운 내러티브 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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

이익 및 매출 성장 예측

NasdaqGM:LAND - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/202787-1166514
12/31/202684-2165644
6/30/202689-292828N/A
3/31/202688-301212N/A
12/31/202588-1077N/A
9/30/202568-1488N/A
6/30/202573-161919N/A
3/31/202582-93131N/A
12/31/202485-103030N/A
9/30/202488-93535N/A
6/30/202489-63737N/A
3/31/20248923939N/A
12/31/202390-104040N/A
9/30/202391-104343N/A
6/30/202391-114747N/A
3/31/202390-174141N/A
12/31/202289-154444N/A
9/30/202287-123535N/A
6/30/202283-103535N/A
3/31/202279-93333N/A
12/31/202175-93232N/A
9/30/202168-103434N/A
6/30/202162-93232N/A
3/31/202158-82828N/A
12/31/202057-42525N/A
9/30/202055-31919N/A
6/30/202052-22727N/A
3/31/202048-1N/A22N/A
12/31/201941-2N/A21N/A
9/30/201935-3N/A16N/A
6/30/2019323N/A10N/A
3/31/2019352N/A10N/A
12/31/2018372N/A10N/A
9/30/2018353N/A7N/A
6/30/201834-2N/A6N/A
3/31/2018290N/A7N/A
12/31/2017250N/A7N/A
9/30/2017230N/A8N/A
6/30/2017210N/A6N/A
3/31/2017190N/A7N/A
12/31/2016170N/A8N/A
9/30/2016161N/A8N/A
6/30/2016141N/A10N/A
3/31/2016131N/A9N/A
12/31/2015121N/A5N/A
9/30/2015110N/A6N/A

애널리스트 향후 성장 전망

수입 대 저축률: LAND 향후 3년 동안 수익성이 없을 것으로 예상됩니다.

수익 vs 시장: LAND 향후 3년 동안 수익성이 없을 것으로 예상됩니다.

고성장 수익: LAND 향후 3년 동안 수익성이 없을 것으로 예상됩니다.

수익 대 시장: LAND 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -0.2%).

고성장 매출: LAND 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -0.2%).

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: LAND의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/09/14 13:47
종가2026/09/11 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.

산업 및 섹터 지표

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분석가 소스

Gladstone Land Corporation는 12명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Gaurav MehtaAlliance Global Partners
Nathan CrossettBerenberg
John MassoccaB. Riley Securities, Inc.