Gladstone Land Temettüler ve Geri Alımlar
Temettü kriter kontrolleri 4/6
Gladstone Land şu anki getirisi 6.57% olan temettü ödeyen bir şirkettir. Bir sonraki ödeme tarihi olan 31st July, 2026 temettüden önceki tarihi 24th July, 2026 dir.
Anahtar bilgiler
6.6%
Temettü verimi
-10.1%
Geri Alım Getirisi
| Toplam Hissedar Getirisi | -3.5% |
| Gelecekteki Temettü Verimi | 6.6% |
| Temettü Büyümesi | 1.5% |
| Bir sonraki temettü ödeme tarihi | 31 Jul 26 |
| Eski temettü tarihi | 24 Jul 26 |
| Hisse başına temettü | n/a |
| Ödeme oranı | 336% |
Son temettü ve geri alım güncellemeleri
Recent updates
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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.
Yeni Anlatı • 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 AlphaSeeking Alpha • Oct 19
Gladstone Land goes ex-dividend tomorrow
Gladstone Land (NASDAQ:LAND) had declared $0.0458/share monthly dividend, 0.4% increase from prior dividend of $0.0456. Payable Oct. 31; for shareholders of record Oct. 21; ex-div Oct. 20. Payable Nov. 30; for shareholders of record Nov. 18; ex-div Nov. 17. Payable Dec. 30; for shareholders of record Dec. 20; ex-div Dec. 19. See LAND Dividend Scorecard, Yield Chart, & Dividend Growth.Seeking Alpha • Oct 13
Gladstone Land Has Become Interesting Again
Summary LAND owns farmland real estate across the United States, but especially concentrated on the West Coast and Florida. In a recent business update, management revealed that Hurricane Ian did the most damage to its farms in Florida. The Western drought poses a continuous threat to farmland in the region, but LAND's farms do have water access plus a company-owned water bank. LAND's main problem is its higher cost of capital, especially for preferred equity, which it keeps issuing more of for some reason. Thesis: Not Quite "Dirt" Cheap, But Close Gladstone Land (LAND) owns farmland as a real estate investment. In other words, LAND has tenant-farmers actually growing the crops and managing the operations of the farm while they pay rent to LAND, just like any other kind of real estate tenant. As such, LAND provides an interesting way for stock investors to gain exposure to the asset class of farmland, which is normally restricted to the ultra-wealthy or at least accredited investors. LAND also pays a 3% dividend yield with a monthly payout schedule, making it an interesting inflation-hedge option to consider for income-oriented investors. At a price of $18.10, LAND still trades at a 16% premium to its NAV per share of $15.60 as of Q2 2022. While that doesn't sound cheap, it is a lot lower than the 167% premium to NAV the REIT had at its peak price in April! On a cash flow basis, you'd have to go back to early 2021, before inflation took off, to find LAND as cheap as it is today. Data by YCharts I wouldn't quite say that LAND is "dirt" cheap (see what I did there?), but it's a heck of a lot cheaper than it has been anytime in the last year, and it makes an interesting inflation hedge. There are some issues with the company, namely the external management's insistence upon using preferred equity that comes with a high cost rather than some cheaper source of funding. I'd like to see LAND's cost of capital come down substantially before I become gung-ho about the stock, but I still think the selloff has made LAND interesting as a dividend-yielding inflation hedge once again. Update On Gladstone Land As of the middle of 2022, LAND owned 169 farms totaling 114,000 acres along with 45,000 acre-feet (about 14.6 million gallons) of banked water on the West Coast. Rather than row crops like wheat, corn, and soy, these farms mostly grow higher yielding (in the ROI sense) fruits, berries, vegetables, and nuts. LAND Q2 Presentation There are lots of things I like about LAND. Here are some of the highlights: Triple Net Leases. In addition to rent, tenants are responsible for paying all property taxes, insurance, and maintenance expenses. This insulates the landlord (and LAND shareholder) from rising operating costs, such as fertilizer or gasoline. Steady Farmland Appreciation. Farmland has a strong track record of steadily appreciating in value over time. LAND's management asserts that over the last year, its preferred property type has seen about 20% appreciation in value. Internal Rent Growth. Virtually all of LAND's leases feature some form of embedded rent growth or excess revenue participation. In Q2, fixed base rent grew 2%, and recent lease renewals have featured rent growth of nearly 10%. Participation (or percentage) rents are expected to be up substantially this year. Large Investable Universe. LAND estimates that there's about $48 billion worth of top-tier farms growing short-lived row crops and permanent crops across about 9,625 farms. Compare that to LAND's 169 farms worth about $1.5 billion. Healthy Diet Trend. A subset of consumers has become increasingly interested in eating healthier, cleaner, less processed diets. That includes organic foods, which represent about a third of LAND's farmed produce. Renewable Energy Leasing Potential. On the Q2 conference call, CEO David Gladstone mentioned that they are constantly "bombarded" with letters and phone calls asking to use their land for wind or solar installments. While LAND wants to ensure the tenant-farmer's operations are not disrupted, this could present some opportunities to further juice the cash yields on LAND's properties. Aligned Interests. Management owns a little over 9% of LAND common stock, which mostly aligns their interests with those of shareholders. In an October 6th business update, LAND provided the following points of information about the company: Farmland is acting as a strong inflation hedge right now. Through August 2022, the CPI increase 8.3%, but food prices rose 11.4% during that time while "food at home" (which is more pertinent to LAND's crops) rose 13.5%. Meanwhile, US farmland booked total returns of 9.7% for the twelve months ending in June 2022. LAND's portfolio is 100% leased and occupied, and the REIT has collected 97.7% of rents due so far this year, with the full remainder expected to be collected by year-end. During the third quarter, LAND signed lease renewals for six properties in Arizona, California, and Florida at a leasing spread of 9.8% (above the prior rent rate). LAND has $642.7 million in debt, virtually all of which has fixed-rate interest payments at a weighted average rate of 3.26%. This rate, says management, is fixed for the next 5.1 years, thereby sheltering the REIT from the ravages of rapidly rising interest rates. LAND has lots of liquidity and financial flexibility: $45 million in cash, ~$127 million available on the credit facility, and ~$105 million of unencumbered properties available to be mortgaged for an additional cash infusion, if desired. LAND's Florida farms suffered minimal damage from Hurricane Ian. The REIT does not expect to have any delays in rent payments from its Floridian tenants. Notably, the company's two permanent crop farms in the state, both citrus groves, both survived the storm with very little damage to the trees. The Western drought continues to be a problem for Californian farms. Though it hasn't caused any impairment to LAND's properties yet, the broader issue persists and could lead to problems next year if there isn't a good snowpack and rainy season. While land without water access is falling in value, land with water access is rising in value. LAND has been vigilant in buying properties with water sources as well as securing 45,000 acre-feet of banked water in the state last year. They're looking for ways to secure more water for their farms. At the end of the business update, CEO David Gladstone finished by saying: Outside of the almond market, most crops grown on our properties are seeing strong demand and increasing prices that are mostly outpacing the cost increases of growing these crops. As the probability of a recession looks more likely, we expect demand for food and crop pricing to stay strong, with some sectors experiencing exceptionally strong increases. As an overall asset class, farmland investments have historically performed well during recessions. Nearly everyone expects a recession to manifest in the coming year, if it isn't here already, which makes Gladstone's comments interesting. Unlike most other income-generating assets (excluding government bonds), he asserts that farmland actually tends to perform well during recessions. That makes sense, since people still need to eat, even if they've lost their job or have to rein in other spending. The Biggest Drawback The biggest issue for LAND is that its cost of capital is simply too high relative to the initial cash cap rates for permanent crop farms of 5.5-6%. Here's the REIT's capital structure as of Q2 2022: LAND Q2 Presentation As Gladstone admitted in his prepared comments on the Q2 2022 conference call: In the meantime, we're looking for ways to adjust our overall cost of capital to better match the changes that we're seeing in the farmland acquisition market. Our issues is that our preferred stock and our borrowings have both become expensive for current farmland prices and rents. So, Gladstone sees that LAND's cost of capital is too high and said during the last conference call that he'd like to lower it. But then what does LAND do? They go and issue up to $255 million in their new 6%-yielding Series C preferred equity (formerly up to $500 million). This is exactly the same yield as the initial cash yields generated from LAND's Q2-Q3 farm acquisitions. As such, unless other sources of capital are included, the investments made from this preferred equity capital won't immediately be accretive to per-share AFFO growth.Seeking Alpha • Aug 24
Gladstone Land reduces series C preferred stock offering to $255M
Gladstone Land (NASDAQ:LAND) said Wednesday it amended its $500M continuous offering of its 6% series C cumulative preferred stock. The primary offering was reduced from 20M shares (~$500M) to 10.2M shares (~$255M). The amendment also limits the number of shares to be sold under the dividend reinvestment plan to no more than 200K. The offering of the preferred stock will now terminate on by Dec. 31 or the date when all 10.2M series C preferred shares in the primary offering are sold. LAND so far sold ~$213M of its series C preferred stock since Apr. 3, 2020. "... rising cost of capital, cap rate compression in certain markets, and uncertainty surrounding the economy led to a slowdown in our acquisition activity this year. Thus, we believe it is prudent to slow down fundraising efforts with regard to the series C preferred stock and reduce our overall cost of capital," said LAND CEO David Gladstone. LAND intends to apply to list the series C preferred stock on Nasdaq or another exchange within 1 year of the termination date of the offering.Ödemelerde İstikrar ve Büyüme
Temettü verilerini getirme
İstikrarlı Temettü: LAND şirketinin hisse başına düşen temettüsü son 10 yıldır istikrarlıydı.
Büyüyen Temettü: LAND şirketinin temettü ödemeleri son 10 yıldır artış göstermektedir.
Piyasaya Karşı Temettü Getirisi
| Gladstone Land Piyasaya Karşı Temettü Getirisi |
|---|
| Segment | Temettü Verimi |
|---|---|
| Şirket (LAND) | 6.6% |
| Pazarın Alt %25'i (US) | 1.3% |
| Pazarın En İyi %25'i (US) | 4.1% |
| Sektör Ortalaması (Specialized REITs) | 3.8% |
| Analist tahmini (LAND) (3 yıla kadar) | 6.6% |
Önemli Temettü: LAND 'in temettüsü ( 6.57% ), US piyasasındaki temettü ödeyenlerin en alttaki %25'inden ( 1.33% ) daha yüksektir.
Yüksek Temettü: LAND 'in temettüsü ( 6.57% ) US pazarındaki temettü ödeyenlerin en üst %25'indedir ( 4.05% )
Hissedarlara Ödenen Kazanç
Kazanç Kapsamı: Yüksek ödeme oranı ( 335.8% ) nedeniyle LAND 'un temettü ödemeleri kazançlar tarafından yeterince karşılanmıyor.
Hissedarlara Nakit Ödeme
Nakit Akışı Kapsamı: Yüksek nakit ödeme oranı ( 204.5% ) nedeniyle, LAND 'un temettü ödemeleri nakit akışları tarafından yeterince karşılanmıyor.
Güçlü temettü ödeyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/26 17:33 |
| Gün Sonu Hisse Fiyatı | 2026/07/24 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Gladstone Land Corporation 12 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Gaurav Mehta | Alliance Global Partners |
| Nathan Crossett | Berenberg |
| John Massocca | B. Riley Securities, Inc. |