Brandywine Realty Trust (BDN) Hisse Özeti
Brandywine Realty Trust, Philadelphia, PA ve Austin, TX'e odaklanan, Amerika Birleşik Devletleri'ndeki en büyük, halka açık, tam hizmet veren, entegre gayrimenkul şirketlerinden biridir. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 4/6 |
| Gelecekteki Büyüme | 0/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 1/6 |
| Temettüler | 4/6 |
BDN Community Fair Values
Create NarrativeSee what 11 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Brandywine Realty Trust Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$3.00 |
| 52 Haftanın En Yüksek Seviyesi | US$4.63 |
| 52 Haftanın En Düşük Seviyesi | US$2.47 |
| Beta | 1.25 |
| 1 Aylık Değişim | -8.54% |
| 3 Aylık Değişim | 0% |
| 1 Yıllık Değişim | -25.56% |
| 3 Yıllık Değişim | -37.89% |
| 5 Yıllık Değişim | -77.92% |
| Halka arzdan bu yana değişim | -89.87% |
Son Haberler & Güncellemeler
Seeking Alpha • Jun 29
Brandywine Realty Trust: Insider Confidence Signals Recovery Ahead (Technical Analysis)
Summary Brandywine Realty Trust exhibits bullish technical signals, including higher highs/lows and price above its 30-week EMA. Insider confidence is highlighted by CEO Sweeney’s recent open market purchase of 88,500 shares at $3.38. BDN’s valuation is rated A+, but profitability and growth grades remain poor, tempering full conviction. My approach is to initiate a partial position, with plans to add on pullbacks if the bullish trend persists. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Jun 25
BDN: Higher Margins And Buybacks Will Support Future Upside
Brandywine Realty Trust's analyst price target has been reduced by $0.50, as analysts point to updated expectations for revenue growth, profit margins, and future P/E assumptions reflected in recent research. What's in the News for Brandywine Realty Trust Brandywine Realty Trust updated its share repurchase activity, buying back 700,000 shares for US$2.17 million between January 1, 2026 and March 31, 2026, as part of the buyback program announced on January 3, 2019.
Anlatı Güncellemesi • Jun 10
BDN: Wider 2026 Loss Guidance Will Sustain Cautious And Bearish Outlook
Analysts recently trimmed their price target on Brandywine Realty Trust by $0.50, citing updated expectations that now reflect lower projected revenue growth along with slightly higher profit margin and P/E assumptions. What's in the News Brandywine Realty Trust updated its 2026 earnings outlook, revising expected loss per share guidance from a range of $0.66 to $0.58 to a wider loss range of $0.76 to $0.70.Recent updates
Seeking Alpha • Jun 29
Brandywine Realty Trust: Insider Confidence Signals Recovery Ahead (Technical Analysis)
Summary Brandywine Realty Trust exhibits bullish technical signals, including higher highs/lows and price above its 30-week EMA. Insider confidence is highlighted by CEO Sweeney’s recent open market purchase of 88,500 shares at $3.38. BDN’s valuation is rated A+, but profitability and growth grades remain poor, tempering full conviction. My approach is to initiate a partial position, with plans to add on pullbacks if the bullish trend persists. Read the full article on Seeking AlphaAnlatı Güncellemesi • Jun 25
BDN: Higher Margins And Buybacks Will Support Future Upside
Brandywine Realty Trust's analyst price target has been reduced by $0.50, as analysts point to updated expectations for revenue growth, profit margins, and future P/E assumptions reflected in recent research. What's in the News for Brandywine Realty Trust Brandywine Realty Trust updated its share repurchase activity, buying back 700,000 shares for US$2.17 million between January 1, 2026 and March 31, 2026, as part of the buyback program announced on January 3, 2019.Anlatı Güncellemesi • Jun 10
BDN: Wider 2026 Loss Guidance Will Sustain Cautious And Bearish Outlook
Analysts recently trimmed their price target on Brandywine Realty Trust by $0.50, citing updated expectations that now reflect lower projected revenue growth along with slightly higher profit margin and P/E assumptions. What's in the News Brandywine Realty Trust updated its 2026 earnings outlook, revising expected loss per share guidance from a range of $0.66 to $0.58 to a wider loss range of $0.76 to $0.70.Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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
Yeni Anlatı • 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 AlphaHissedar Getirileri
| BDN | US Office REITs | US Pazar | |
|---|---|---|---|
| 7D | -4.8% | 0.7% | -1.5% |
| 1Y | -25.6% | 0.2% | 16.0% |
Getiri vs. Endüstri: BDN geçen yıl % 0.2 oranında getiri sağlayan US Office REITs sektörünün gerisinde kaldı.
Getiri vs Piyasa: BDN geçen yıl % 16 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| BDN volatility | |
|---|---|
| BDN Average Weekly Movement | 4.4% |
| Office REITs Industry Average Movement | 4.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
İstikrarlı Hisse Senedi Fiyatı: BDN son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: BDN 'nin haftalık oynaklığı ( 4% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 1986 | 273 | Jerry Sweeney | www.brandywinerealty.com |
Brandywine Realty Trust, faaliyetlerini ağırlıklı olarak Pensilvanya eyaletinin Philadelphia kentinde ve Teksas eyaletinin Austin kentinde sürdüren, Amerika Birleşik Devletleri’ndeki en büyük halka açık, tam hizmet veren ve entegre gayrimenkul şirketlerinden biridir. Bir gayrimenkul yatırım ortaklığı (REIT) olarak faaliyet gösteren şirketimiz, 30 Haziran 2026 tarihi itibarıyla 112 mülkten ve 19,2 milyon fit kare alandan oluşan kentsel, şehir merkezi ve toplu taşıma odaklı bir portföyü sahiplenmekte, geliştirmekte, kiralamakta ve yönetmektedir. Amacımız, uzmanlığımız, kurduğumuz ilişkiler, içinde yaşadığımız ve çalıştığımız topluluklar ve birlikte yazdığımız tarih aracılığıyla çevremizdeki dünyayı şekillendirmek, birbirine bağlamak ve ilham vermektir.
Brandywine Realty Trust Temel Bilgiler Özeti
| BDN temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$534.88m |
| Kazançlar(TTM) | -US$143.65m |
| Gelir(TTM) | US$452.25m |
1.2x
P/S Oranı-3.6x
F/K OranıBDN aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| BDN gelir tablosu (TTM) | |
|---|---|
| Gelir | US$452.25m |
| Gelir Maliyeti | US$196.78m |
| Brüt Kâr | US$255.47m |
| Diğer Giderler | US$399.12m |
| Kazançlar | -US$143.65m |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
Oct 21, 2026
| Hisse başına kazanç (EPS) | -0.83 |
| Brüt Marj | 56.49% |
| Net Kâr Marjı | -31.76% |
| Borç/Özkaynak Oranı | 376.1% |
BDN uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
10.7%
Mevcut Temettü Verimi91%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/07/28 19:17 |
| Gün Sonu Hisse Fiyatı | 2026/07/28 00:00 |
| Kazançlar | 2026/06/30 |
| 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 |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* 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
Brandywine Realty Trust 20 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Ross Smotrich | Barclays |
| Jing Xian Tan Bonnel | BofA Global Research |