Global Net Lease (GNL) Hisse Özeti
Global Net Lease, Inc. halka açık, dahili olarak yönetilen bir gayrimenkul yatırım ortaklığıdır ve ABD ile Batı ve Kuzey Avrupa'da gelir getiren net kiralama varlıklarından oluşan küresel bir portföyü satın almaya ve yönetmeye odaklanmaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 4/6 |
| Gelecekteki Büyüme | 0/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 3/6 |
| Temettüler | 3/6 |
GNL Community Fair Values
Create NarrativeSee what 31 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Global Net Lease, Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$9.12 |
| 52 Haftanın En Yüksek Seviyesi | US$10.04 |
| 52 Haftanın En Düşük Seviyesi | US$6.77 |
| Beta | 0.99 |
| 1 Aylık Değişim | -2.25% |
| 3 Aylık Değişim | -4.70% |
| 1 Yıllık Değişim | 24.42% |
| 3 Yıllık Değişim | -9.79% |
| 5 Yıllık Değişim | -50.08% |
| Halka arzdan bu yana değişim | -67.38% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • Jun 03
GNL: Acquisition And Buybacks Will Balance Downgrade And Earnings Miss Risks
Analysts maintained their $10.17 price target on Global Net Lease, citing only minor adjustments to discount rate and profit margin assumptions, along with a slightly higher future P/E multiple following recent research, including the BMO Capital downgrade. What's in the News Global Net Lease reported a Q1 2026 earnings miss, with EPS at a loss of US$0.09 compared with an expected US$0.26 and revenue slightly below forecasts.Seeking Alpha • May 21
Global Net Lease: Weak Financials With Weaker Outlook Warrant Avoiding Preferreds (Rating Downgrade)
Summary Global Net Lease faces deteriorating operating cash flow, now insufficient to cover common and preferred dividends. GNL's high occupancy and long lease terms offer stability but limited upside for cash flow improvement due to structural constraints. Upcoming $1 billion in senior notes maturities over 2027-2028 will likely increase interest expense and further strain cash flows. With yields under 8% and worsening fundamentals, I recommend income investors avoid both GNL's common and preferred shares. Read the full article on Seeking AlphaAnlatı Güncellemesi • May 16
GNL: Buybacks And Downgrade Will Shape Future Risk Reward Balance
Analysts have modestly lifted their average price target on Global Net Lease to about $10.17 from $10.00, citing updated assumptions around revenue trends, margins, discount rate and future P/E, despite a recent downgrade at one major firm. Analyst Commentary Recent research points to a more cautious stance on Global Net Lease, even as the average price target edges higher.Recent updates
Anlatı Güncellemesi • Jun 03
GNL: Acquisition And Buybacks Will Balance Downgrade And Earnings Miss Risks
Analysts maintained their $10.17 price target on Global Net Lease, citing only minor adjustments to discount rate and profit margin assumptions, along with a slightly higher future P/E multiple following recent research, including the BMO Capital downgrade. What's in the News Global Net Lease reported a Q1 2026 earnings miss, with EPS at a loss of US$0.09 compared with an expected US$0.26 and revenue slightly below forecasts.Seeking Alpha • May 21
Global Net Lease: Weak Financials With Weaker Outlook Warrant Avoiding Preferreds (Rating Downgrade)
Summary Global Net Lease faces deteriorating operating cash flow, now insufficient to cover common and preferred dividends. GNL's high occupancy and long lease terms offer stability but limited upside for cash flow improvement due to structural constraints. Upcoming $1 billion in senior notes maturities over 2027-2028 will likely increase interest expense and further strain cash flows. With yields under 8% and worsening fundamentals, I recommend income investors avoid both GNL's common and preferred shares. Read the full article on Seeking AlphaAnlatı Güncellemesi • May 16
GNL: Buybacks And Downgrade Will Shape Future Risk Reward Balance
Analysts have modestly lifted their average price target on Global Net Lease to about $10.17 from $10.00, citing updated assumptions around revenue trends, margins, discount rate and future P/E, despite a recent downgrade at one major firm. Analyst Commentary Recent research points to a more cautious stance on Global Net Lease, even as the average price target edges higher.Anlatı Güncellemesi • Apr 27
GNL: Mixed Research Views And Buybacks Will Shape Future Risk Reward
Analysts have adjusted their price targets for Global Net Lease to $10.00, reflecting updated views on discount rates, profit margins, and future P/E expectations following recent mixed research, which included a downgrade at BMO Capital and a bullish initiation at Cantor Fitzgerald. Analyst Commentary Bullish Takeaways Bullish analysts see the US$10.00 price target as reasonable given their expectations around P/E levels, suggesting they view current pricing as aligned with their assumptions for earnings power.Anlatı Güncellemesi • Apr 12
GNL: Faster Balance Sheet Repair And Buybacks Will Guide Future Risk Reward
Analysts lifted their price target on Global Net Lease to $10 from $9, citing recent research that highlights faster than expected balance sheet improvement, reduced leverage into 2025, portfolio dispositions, and opportunistic share repurchases as key supports for the revised view. Analyst Commentary Recent Street research around Global Net Lease has focused on balance sheet progress, portfolio moves, and how these could feed into execution and valuation.Anlatı Güncellemesi • Mar 29
GNL: Balance Sheet Repair And Buybacks Will Shape Future Risk Reward
Analysts have lifted their price target on Global Net Lease by $1 to $10, citing faster than expected balance sheet improvement, reduced leverage, and asset sales that have helped scale the business and support opportunistic share repurchases. Analyst Commentary Bullish Takeaways Bullish analysts view the faster balance sheet improvement and reduced leverage as key supports for the new US$10 price target.Anlatı Güncellemesi • Mar 14
GNL: Balance Sheet Progress And Dispositions Will Guide Future Risk Reward Balance
Narrative Update on Global Net Lease Analysts have lifted their price target on Global Net Lease to $10 from $9, citing quicker than expected balance sheet strengthening, lower leverage into 2025, and the use of asset sales to scale the business and repurchase shares. Analyst Commentary Recent research has highlighted both supportive and cautious views around Global Net Lease, with the current price target reset to US$10 helping frame how analysts see the balance between risk and reward.Anlatı Güncellemesi • Feb 28
GNL: Balance Sheet Progress And Dispositions Will Shape Future Risk Profile
Analysts have lifted their implied price outlook for Global Net Lease by about $0.46 per share, citing recent price target increases supported by faster than expected balance sheet improvement, leverage reduction through 2025, asset dispositions and opportunistic share repurchases. Analyst Commentary Bullish Takeaways Bullish analysts highlight faster than expected balance sheet progress, which they see as supportive of higher valuation multiples if the company sustains this pace of execution.
Anlatı Güncellemesi • Aug 11
Global Net Lease Reports H1/Q2 Quarter 2025 Results
GNL – $1.8B Revolving Credit Facility Refinance (Aug 2025) Deal Highlights Size: $1.8B revolving credit facility. Maturity: Extended from Oct 2026 → Aug 2030 (+ two 6-month extensions possible).Analiz Makalesi • May 14
Analysts Just Made A Major Revision To Their Global Net Lease, Inc. (NYSE:GNL) Revenue Forecasts
Today is shaping up negative for Global Net Lease, Inc. ( NYSE:GNL ) shareholders, with the analysts delivering a...
Yeni Anlatı • Mar 23
Transition To Single-Tenant Net Lease Will Reduce Leverage And Simplify Operations
Sale of noncore properties and focus on single-tenant strategy reduce leverage and operational complexity, enhancing earnings potential.Seeking Alpha • Mar 16
Global Net Lease: Dividend Cut, Dispositions, And Buybacks
Summary Global Net Lease is disposing of non-core assets, cutting their dividend, and launching a $300 million share repurchase program. The dividend cut from $0.275 to $0.19 per share saves GNL $78 million annually, aiding debt reduction and share buybacks. GNL's sale of a $1.8 billion multi-tenant portfolio accelerates deleveraging and helps the company become an STNL REIT. Despite improvements, GNL's portfolio quality and financial position still lag behind top-tier REITs, earning a "Sell" rating. Read the full article on Seeking AlphaSeeking Alpha • Feb 26
Global Net Lease: Asset Sale Reduces Timeline For Dividend Cut
Summary Global Net Lease has underperformed risk-free Treasuries since its IPO while taking incredible levels of leverage. GNL is now selling a multi-tenant portfolio to reduce debt. We tell you why the old dividend is going to be singing the great 'N Sync hit very soon. Read the full article on Seeking AlphaSeeking Alpha • Dec 26
Global Net Lease: Trailing Net Lease With A 15% Yield
Summary Real estate sector faces challenges with high interest rates; Global Net Lease struggles despite turnaround efforts. GNL's rapid expansion and high leverage have resulted in underperformance and a significant drop in share value. The company's aggressive disposition strategy aims to reduce debt, but may hurt cash flow and per share metrics. In my opinion, GNL's unsustainable dividend and inferior portfolio further justify the Strong Sell rating compared to sector leaders like ADC and EPRT. Read the full article on Seeking AlphaSeeking Alpha • Aug 18
Global Net Lease: The New Dividend Already Looks In Trouble
Summary Global Net Lease has seen positive price action in the last 6 months, but long-term trends show negative total returns since inception. The Q2 2024 announcement highlighted some positive trends in getting the balance sheet back into balance. Our definition of AFFO does not come close to covering the dividend, and there will be trouble if credit spreads spike. Read the full article on Seeking AlphaSeeking Alpha • Aug 08
Global Net Lease: Rising Occupancy And Levered Capital Structure To Drive Outperformance
Summary Global Net Lease manages industrial, retail, and office net lease properties, primarily in the United States. The shares have underperformed the Vanguard Real Estate Index Fund ETF so far in 2024. Q2 2024 results showed improving occupancy but stable AFFO on continuing asset disposals. Valuation is attractive both on an enterprise-level basis, as well as from a cash flow multiple perspective. Key risks to watch are its debt-heavy capital structure and whether the robust occupancy in offices is maintained. Read the full article on Seeking AlphaSeeking Alpha • May 21
Global Net Lease: Avoid Potential Income Trap With 8.5%+ Yielding Preferred Shares
Summary Global Net Lease is a real estate investment trust that net leases commercial properties. The company's first quarter earnings showed a significant increase in operating income but a concerning increase in interest expenses following a merger. GNL's dividend reduction is a step in the right direction, but more is needed to be done to deleverage and make their common shares attractive. Read the full article on Seeking AlphaSeeking Alpha • Apr 18
Global Net Lease: Declining Dividends And AFFO Per Share Impact Common Shares
Summary A long-term decline in the ten-year treasury yield precipitated long-term declines in capitalization rates across property types. Global Net Lease has failed to deliver despite systemic tailwinds. As the real estate market continues to deteriorate, there are no signs of improvement. GNL's AFFO per share has declined by over 30% over the past two years, resulting in cuts to the dividend. Investors may find similar yields and better performance in alternative options such as the Cohen & Steers REIT & Preferred Income Fund. Read the full article on Seeking AlphaSeeking Alpha • Mar 24
Global Net Lease: Even The Preferreds Look Risky
Summary Global Net Lease dropped sharply and reset the dividend rates and AFFO expectations. Normally, this would be credit positive and boost our value of the preferred shares. We tell you why we think the high yield preferred shares need to be exited. Read the full article on Seeking AlphaSeeking Alpha • Jan 18
Global Net Lease: 15.66% On Common Or 8.50% On Preferreds?
Summary Global Net Lease Inc. has underperformed even our modest expectations over the last two years. The company's previous external management and frequent stock issuances have been major concerns. We look at the newly internalized REIT and weigh the prospects of high yields on its different securities. Read the full article on Seeking AlphaSeeking Alpha • Jan 02
Why Global Net Lease Should Be Avoided And What To Buy Instead
Summary Global Net Lease has struggled to deliver shareholder returns compared to competitors in the net lease space. GNL's cost of capital is significantly higher than competitors, making it difficult to identify and execute on accretive investments. W.P. Carey offers a better portfolio, growth profile, and financing opportunities, making it a superior option to GNL. Read the full article on Seeking AlphaSeeking Alpha • Nov 13
Global Net Lease: Deep Value But Dividend Could Be At Risk
Summary Global Net Lease reported a book value of $2.8 billion for its fiscal 2023 third quarter, with its shares now trading at a 33% discount to book value. GNL's forward dividend yield of 17.5% is at risk due to tight 101.7% coverage from third-quarter AFFO which only included a few weeks of financials from Necessity Retail. A 50% discount to its peer group FFO multiple could remain sticky until the REIT can show it can better cover its dividend. Read the full article on Seeking AlphaHissedar Getirileri
| GNL | US REITs | US Pazar | |
|---|---|---|---|
| 7D | -3.7% | -0.07% | 2.3% |
| 1Y | 24.4% | 9.5% | 25.5% |
Getiri vs. Endüstri: GNL geçen yıl % 9.5 oranında getiri sağlayan US REITs sektörünü aştı.
Getiri vs Piyasa: GNL geçen yıl % 25.5 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| GNL volatility | |
|---|---|
| GNL Average Weekly Movement | 2.6% |
| REITs Industry Average Movement | 3.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
İstikrarlı Hisse Senedi Fiyatı: GNL son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: GNL 'nin haftalık oynaklığı ( 3% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2011 | 56 | Mike Weil | www.globalnetlease.com |
Global Net Lease, Inc. ABD ile Batı ve Kuzey Avrupa'da gelir getiren net kiralama varlıklarından oluşan küresel bir portföyü satın almaya ve yönetmeye odaklanan, halka açık, dahili olarak yönetilen bir gayrimenkul yatırım ortaklığıdır. Global Net Lease, Inc. 2011 yılında kurulmuştur ve merkezi New York, Amerika Birleşik Devletleri'nde bulunmaktadır.
Global Net Lease, Inc. Temel Bilgiler Özeti
| GNL temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$1.96b |
| Kazançlar(TTM) | -US$94.77m |
| Gelir(TTM) | US$472.16m |
4.1x
P/S Oranı-20.4x
F/K OranıGNL aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| GNL gelir tablosu (TTM) | |
|---|---|
| Gelir | US$472.16m |
| Gelir Maliyeti | US$59.65m |
| Brüt Kâr | US$412.51m |
| Diğer Giderler | US$507.28m |
| Kazançlar | -US$94.77m |
Son Raporlanan Kazançlar
Mar 31, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | -0.45 |
| Brüt Marj | 87.37% |
| Net Kâr Marjı | -20.07% |
| Borç/Özkaynak Oranı | 156.7% |
GNL uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünTemettüler
8.3%
Mevcut Temettü Verimi352%
Ödeme OranıŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/17 22:56 |
| Gün Sonu Hisse Fiyatı | 2026/06/17 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 |
| |
| 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 kullanacağınızı anlatan 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
Global Net Lease, Inc. 14 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Nathan Crossett | Berenberg |
| John Kim | BMO Capital Markets Equity Research |
| Juan Sanabria | BMO Capital Markets Equity Research |