Brandywine Realty Trust (BDN) Aandelenoverzicht
Brandywine Realty Trust is een van de grootste, beursgenoteerde, full-service, geïntegreerde vastgoedondernemingen. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 4/6 |
| Toekomstige groei | 0/6 |
| Prestaties in het verleden | 0/6 |
| Financiële gezondheid | 1/6 |
| Dividenden | 4/6 |
BDN Community Fair Values
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Analyst Price Targets
Brandywine Realty Trust Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$3.10 |
| 52 Week Hoogtepunt | US$4.63 |
| 52 Week Laag | US$2.47 |
| Bèta | 1.26 |
| 1 maand verandering | 2.65% |
| 3 maanden verandering | -2.82% |
| 1 Jaar Verandering | -26.71% |
| 3 jaar verandering | -24.57% |
| 5 jaar verandering | -78.75% |
| Verandering sinds IPO | -89.54% |
Recent nieuws en updates
Narratiefupdate • May 27
BDN: Higher Future P/E And Margin Execution Will Support Upside
Analysts have reduced their price target on Brandywine Realty Trust by $0.50, citing updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E as key drivers of the revision. Analyst Commentary Despite the lower price target, bullish analysts still see room for upside if Brandywine Realty Trust delivers on its updated assumptions for fair value, discount rate, revenue, margins, and future P/E.
Narratiefupdate • May 02
BDN: Trimmed Outlook And Wider Loss Guidance Will Shape Future Upside Potential
Analysts have trimmed their price target on Brandywine Realty Trust by $0.50, citing updated assumptions regarding fair value, revenue growth, profit margins, and a lower future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts see the adjusted fair value assumptions as a recalibration that still supports upside potential if Brandywine Realty Trust executes well on its revenue plans and cost discipline.Recent updates
Narratiefupdate • May 27
BDN: Higher Future P/E And Margin Execution Will Support Upside
Analysts have reduced their price target on Brandywine Realty Trust by $0.50, citing updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E as key drivers of the revision. Analyst Commentary Despite the lower price target, bullish analysts still see room for upside if Brandywine Realty Trust delivers on its updated assumptions for fair value, discount rate, revenue, margins, and future P/E.Narratiefupdate • May 02
BDN: Trimmed Outlook And Wider Loss Guidance Will Shape Future Upside Potential
Analysts have trimmed their price target on Brandywine Realty Trust by $0.50, citing updated assumptions regarding fair value, revenue growth, profit margins, and a lower future P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts see the adjusted fair value assumptions as a recalibration that still supports upside potential if Brandywine Realty Trust executes well on its revenue plans and cost discipline.Narratiefupdate • Apr 16
BDN: Higher Future P/E Will Support Upside Despite Calibrated Outlook
Analysts have trimmed their price target on Brandywine Realty Trust by $0.70, citing updated assumptions for slower revenue growth, slightly lower profit margins, and a higher future P/E multiple that together temper upside expectations. Analyst Commentary Bullish Takeaways Bullish analysts view the updated higher future P/E multiple as support for valuation, suggesting the market may still be willing to pay a premium for Brandywine Realty Trust if execution on its plan remains consistent.
Narratiefupdate • Apr 02
BDN: Cautious Outlook Will Balance Lower Fair Value With Tightening Profitability Expectations
Analysts have reduced their Brandywine Realty Trust price target by $0.70, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E expectations. Analyst Commentary Bearish analysts have trimmed their Brandywine Realty Trust price targets, including a cut of $0.70.Narratiefupdate • Mar 18
BDN: Softer Margins And Lower Future P/E Will Shape Balanced Outlook
Analysts have trimmed their price target on Brandywine Realty Trust by about $0.46, citing slightly softer profit margin assumptions and a modestly lower future P/E outlook, while keeping revenue growth and discount rate expectations broadly in line. Analyst Commentary Analysts are using the lower price target as a way to fine tune their expectations for Brandywine Realty Trust, rather than as a wholesale shift in view on the business.Narratiefupdate • Mar 04
BDN: Cautious Assumptions And Higher Future P/E Will Support Upside
Analysts have trimmed their Brandywine Realty Trust price target by $0.70, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that are now more conservative than before. Analyst Commentary Analysts framing the new, lower price target see it as a recalibration rather than a fundamental reset, with updated inputs for fair value, discount rate, revenue growth, profit margin, and future P/E all pushed in a more cautious direction.Narratiefupdate • Feb 18
BDN: Reset Profitability Outlook And Higher P/E Multiple Will Support Upside
Analysts have reduced their price target on Brandywine Realty Trust by $1.00 to $5.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E. Analyst Commentary Bullish analysts looking at Brandywine Realty Trust are reacting to the revised US$5.00 price target by focusing on how the new assumptions for fair value, discount rate, revenue growth, profit margin and future P/E fit together, rather than on the headline move alone.Seeking Alpha • Feb 08
Brandywine Realty Trust: Turnaround Efforts Advance As The 2027 Challenge Looms
Summary Brandywine Realty Trust remains a Buy, offering a turnaround opportunity as management advances balance sheet improvements and asset sales to address 2027 debt maturities. BDN’s Q4 results showed stable FFO, solid leasing, and a disciplined capital plan focused on $280–$300 million in property sales and zero acquisitions. Risks include a higher-for-longer rate environment and the IBM lease expiration in 2027, but asset sales and refinancing efforts continue. Intrinsic value is estimated well above recent levels, with current dividend yield (~9.9%) potentially at risk if pressures persist but still being able to pay a strong yield long-term. Read the full article on Seeking AlphaNarratiefupdate • Feb 04
BDN: Revised P/E And Margin Outlook Will Support Fair Value Upside
Analysts have trimmed their price target on Brandywine Realty Trust to about US$3.75 from roughly US$4.34, reflecting updated assumptions for slightly softer revenue growth, a lower profit margin, and a reduced future P/E multiple. Analyst Commentary Recent research commentary around the revised US$3.75 price target centers on how realistic the softer revenue outlook, lower margin profile, and reduced future P/E multiple are for Brandywine Realty Trust.Narratiefupdate • Jan 21
BDN: Steady Fair Value And Margins Will Support Forward P/E Rebound
Analysts kept their fair value estimate for Brandywine Realty Trust steady at US$4.34, with only slight tweaks to long term assumptions around profit margin and future P/E, resulting in an overall flat price target update. What's in the News From July 1, 2025 to September 30, 2025, Brandywine Realty Trust did not repurchase any shares under its ongoing buyback program, with 0 shares repurchased for US$0 million in that period (Key Developments).Narratiefupdate • Jan 07
BDN: Rising Future P/E Will Support Recovery Despite Wider 2025 Loss Forecast
Analysts have raised their price target for Brandywine Realty Trust to US$4.34 from US$4.28, citing updated assumptions around fair value, revenue growth, profit margins, and future P/E multiples. What's in the News Brandywine Realty Trust reported that between July 1, 2025 and September 30, 2025, it repurchased 0 shares for US$0 million under its existing buyback program, while total repurchases under the buyback announced on January 3, 2019 stand at 7,585,652 shares, or 4.3%, for US$77.27 million (Key Developments).Narratiefupdate • Dec 16
BDN: Future Margins Will Improve Despite Lower Earnings Outlook And Dividend Cut
Analysts modestly raised their price target on Brandywine Realty Trust to approximately $4.30 per share, highlighting slightly stronger projected profit margins despite a marginally higher assumed discount rate. What's in the News Lowered 2025 earnings outlook; Brandywine Realty Trust now expects a loss per share of $1.05 to $1.03, compared with its prior guidance of $0.96 to $0.90 per share (company guidance filing) The board approved a reduced quarterly dividend of $0.08 per common share and OP Unit, implying an annualized $0.32 per share versus the prior annual rate of $0.60 (company dividend announcement) Valuation Changes Fair Value: Unchanged at approximately $4.28 per share, indicating no revision to the intrinsic value estimate.Narratiefupdate • Dec 02
BDN: Future Earnings Loss To Narrow While Dividend Payout Drops
Analysts have lowered their price target for Brandywine Realty Trust from $4.53 to $4.28 per share. They cite a modest increase in discount rate expectations along with only slight improvements in revenue growth and profit margin forecasts.Narratiefupdate • Nov 18
BDN: Future Profitability Expected To Improve As Dividend Is Reset
Analysts have lowered their price target for Brandywine Realty Trust from $4.83 to $4.53. This change reflects more cautious expectations for the company's revenue growth, profit margins, and future valuation multiples.Seeking Alpha • Apr 25
Brandywine Realty Trust: Avoid The 15% Dividend Yield
Summary Brandywine Realty Trust has seen its dividend yield expand radically to 15% on the back of a tariff-induced selloff of REITs. The REIT paid out 98.4% of its fiscal 2025 first quarter FFO as a dividend to common shareholders. There are no significant lease expirations through 2025, with no further debt maturing following the February payment of a $70 million unsecured term loan. Read the full article on Seeking Alpha
Nieuw narratief • Mar 25
Philadelphia And Austin Leasing Will Secure Future Success
Strong leasing activities in key markets and project stabilization are expected to boost revenue and improve margins.Seeking Alpha • Feb 09
Brandywine Realty Q4 Earnings: Unsustainable Trends Are Emerging
Summary Brandywine Realty faces a challenging 2025 despite significant liquidity improvements and high leasing activity, earning a Hold rating post-Q4 earnings. BDN's ambitious business plan included $300 million in dispositions and operational improvements, but sustainability of cash flow and payout ratios remain concerns. The push into life sciences amid market oversupply and high vacancy rates poses additional risks, with key projects lagging in lease-up activity. Management anticipates a transitional year with financial strain, suggesting shareholders may benefit from waiting on the sidelines. Read the full article on Seeking AlphaSeeking Alpha • Nov 18
Brandywine Realty Trust: A Speculative Buy With Significant Potential Upside
Summary Brandywine Realty Trust's non-office investments aim to boost long-term cash flows while reducing reliance on office properties. Key projects like Uptown ATX Schuylkill Yards are expected to stabilize in the medium term, contributing to future FFO growth. Current financial challenges include short-term debt maturities and dividend coverage. Overly pessimistic valuation based on the cap rate and P/FFO indicates significant upside potential for risk-tolerant investors. Read the full article on Seeking AlphaSeeking Alpha • Oct 23
Brandywine Realty: Mixed Q3 Results Drive Profit Taking From Investors
Summary Brandywine Realty Trust's Q3 results were mixed, with FFO missing expectations, but revenue exceeding forecasts; forward guidance aligns with expectations. The company's lease rate is stabilizing, but tenant retention is low; focus on mixed-use and research lab spaces helps mitigate office market challenges. Asset sales and no new property purchases indicate a strategy to become “leaner and meaner”; same-store financials show slight declines but suggest stabilization. Despite the high dividend yield and favorable valuation, BDN stock remains speculative due to uncertainties in office demand and economic conditions. Read the full article on Seeking AlphaSeeking Alpha • Oct 08
Brandywine Realty Trust: Occupancy And Joint Ventures Push Me To Sidelines (Rating Downgrade)
Summary Brandywine Realty Trust faces financial strain due to declining occupancy rates, increased joint venture commitments, and increased interest expenses. Tight cash flow is hindering Brandywine's ability to cover dividends and may necessitate further borrowing. Concentrated debt maturities between 2027 and 2029, along with geographic risk in Philadelphia, pose additional challenges for Brandywine's financial stability. I recommend staying on the sidelines until the company's cash flow situation improves, and joint ventures stabilize without needing further cash infusions. Read the full article on Seeking AlphaSeeking Alpha • Jul 30
Brandywine Realty Q2 Earnings: Awaiting A Major Market Reversal
Summary The urban real estate sector has been reshaped by shifting consumer preferences and hybrid working patterns over the past five years. Brandywine Realty Trust focuses on Philadelphia and Austin, owning and developing mixed-use assets. Brandywine Realty reports Q2 earnings, exceeding revenue targets, increasing leasing activity, and refinancing unsecured bonds to fund and ambitious capital plan. We explore BDN's Q2 earnings amidst the broader market. Read the full article on Seeking AlphaSeeking Alpha • May 24
Brandywine Realty Trust: A Diamond In The Rough, +12% Yield
Summary Brandywine Realty Trust is a distressed office REIT trading at a low valuation due to challenges in the commercial real estate sector. Brandywine Realty has been negatively impacted by high interest rates, resulting in lower earnings and a reduced dividend. Brandywine's future potential is significant, with development plans for two major projects that could lead to substantial upside and a return to growing FFO. Read the full article on Seeking AlphaSeeking Alpha • Apr 29
Brandywine Realty: Why This 13.4% Dividend Yield From Office Is A Buy
Summary Brandywine Realty Trust is trading at a low 4.7x multiple to FFO due to concerns about rising office vacancy rates and a high Fed funds rate. BDN currently offers a 13.4% dividend yield that's 150% covered by the low end of 2024 FFO guidance. An April bond issue of $400 million has eliminated its 2024 debt maturity and materially increased the depth of its balance sheet. Read the full article on Seeking AlphaRendement voor aandeelhouders
| BDN | US Office REITs | US Markt | |
|---|---|---|---|
| 7D | 3.3% | 1.7% | 1.6% |
| 1Y | -26.7% | -8.2% | 28.5% |
Rendement versus industrie: BDN presteerde slechter dan de US Office REITs -sector, die het afgelopen jaar een rendement van -8.2 % opleverde.
Rendement versus markt: BDN presteerde slechter dan US Market, dat het afgelopen jaar een rendement van 28.5 % opleverde.
Prijsvolatiliteit
| BDN volatility | |
|---|---|
| BDN Average Weekly Movement | 4.9% |
| Office REITs Industry Average Movement | 4.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
Stabiele aandelenkoers: BDN heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 5% ) van BDN is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 1986 | 273 | Jerry Sweeney | www.brandywinerealty.com |
Brandywine Realty Trust is een van de grootste, beursgenoteerde, full-service, geïntegreerde vastgoedondernemingen. Bedrijf. Het is gevestigd in de Verenigde Staten met een kernfocus in Philadelphia, PA en Austin, TX.
Brandywine Realty Trust Samenvatting
| BDN fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$540.11m |
| Inkomsten(TTM) | -US$200.98m |
| Inkomsten(TTM) | US$437.50m |
1.2x
P/S-verhouding-2.7x
Koers/WinstverhoudingIs BDN overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| BDN resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$437.50m |
| Kosten van inkomsten | US$189.62m |
| Brutowinst | US$247.87m |
| Overige uitgaven | US$448.86m |
| Inkomsten | -US$200.98m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
Jul 22, 2026
| Winst per aandeel (EPS) | -1.16 |
| Brutomarge | 56.66% |
| Nettowinstmarge | -45.94% |
| Schuld/Eigen Vermogen Verhouding | 354.8% |
Hoe presteerde BDN op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
10.3%
Huidig dividendrendement91%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/31 15:17 |
| Aandelenkoers aan het einde van de dag | 2026/05/29 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Brandywine Realty Trust wordt gevolgd door 21 analisten. 4 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Ross Smotrich | Barclays |
| Jing Xian Tan Bonnel | BofA Global Research |