SURVYR

BNL

Broadstone Net Lease, Inc.
$17.37
−$0.39 (2.20%)Oct 21 close
Real EstateS&P 600 CompareTechnicals
-8%+1%+11%+21%+31%Oct 2025Oct 2026Apr 202652w high $23.1052w low $17.13
BNLSPY
Wall St. Highest PT $26.00 (+49.7%) Wall St. Avg PT $23.10 (+33.0%)
$16$19$23$26$29POC $18Hi $26Avg $23
Underwater Drawdown %Max DD -22.8%Current -22.8%
0.0%-22.8%
Relative Strength vs SPY-18.2% vs SPYUnderperforming
+21%0%-21%
1W
−$0.63 (3.50%)
1M
−$1.61 (8.49%)
3M
−$4.97 (22.24%)
6M
−$1.90 (9.87%)
YTD
+$0.77 (4.65%)
1Y
−$0.20 (1.16%)

Chart

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Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Buy
10 analysts · mean score 1.64
1 = Strong Buy · 5 = Sell
Wall Street consensus
Analyst price targets
Current price$17.37
Average target$23.10
+$5.73 (+33.0%) upsideaverage target vs current price
CurrentAverageMedian
Low$20.00
Median$23.10
High$26.00
12-month Wall Street target range
Recent analyst rating changes · 30
Upgrade
2026-10-02 · Truist Securities upgraded BNL from Hold to Buy
Reiterated
2026-08-03 · Goldman Sachs reiterated Buy on BNL
Reiterated
2026-07-31 · Cantor Fitzgerald reiterated Overweight on BNL
Reiterated
2026-07-13 · BMO Capital reiterated Outperform on BNL
Reiterated
2026-07-09 · Keybanc reiterated Overweight on BNL
Reiterated
2026-06-26 · BTIG reiterated Buy on BNL

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$3.7B
P/E (last 12 months)23.1
P/E (next 12 months, estimated)25.8
52-week range$17.13 – $23.10
Revenue growth (latest quarter vs a year ago)+8.3%
Dividend yield6.67%
Analyst consensusBuy (10)
Average analyst price target$23.10 (+33%)

What they do

Broadstone Net Lease, Inc. is an industrial-focused, diversified net lease REIT that invests in primarily single-tenant commercial real estate properties that are net leased on a long-term basis to a diversified group of tenants. Utilizing an investment strategy underpinned by strong fundamental credit analysis and prudent real estate underwriting, as of June 30, 2026.

Real Estate · REIT - Diversified
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

Momentum
60th percentile in sector
B-
12-1 return: +9.9%
Percentile within its GICS sector across the S&P 1500.
Growth
52nd percentile in sector
C+
Revenue growth (YoY): +8.3%
Percentile within its GICS sector across the S&P 1500.
Value
64th percentile in sector
B
Forward E/P: 3.7% · EBITDA/EV: 6.5%
Percentile within its GICS sector across the S&P 1500.
Profitability
57th percentile in sector
B-
Profit margin: +30.6% · Return on equity: +4.9%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth
Outside this model's universe or screens
Momentum Top 15
Outside this model's universe or screens
Momentum Blend
Not in the current book
New Highs Growth
Outside this model's universe or screens
SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
SURVYR. Long Book
Not in the current book

Earnings & events

BNL earningsReports today
Next report · quarter Sep 2026
Wed Oct 28, 2026After the close
EPS consensus$0.16 range $0.14–$0.18
Revenue consensus$122.4M 7 analysts
Last 4 quarters · EPS vs estimate
Jul 29, 2026$0.19est $0.19+4.6%In line with estimates
Apr 29, 2026$0.24est $0.18+32.2%Above estimates
Feb 18, 2026$0.20est $0.17+14.5%Above estimates
Oct 29, 2025$0.14est $0.17−19.1%Below estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · report time: Nasdaq earnings calendar · refreshed 2026-10-23 23:41:25 ET
24-1025-0225-0425-0725-1026-0226-0426-070.000.24
EstimateActual (beat)Actual (miss)

Quarterly revenue

QuarterRevenueYoY
2026-06-30$122.3M+8.3%
2026-03-31$121.4M–
2025-12-31$118.3M–
2025-09-30$114.2M–
2025-06-30$113.0M–

Recent dividends

2026-09-30: $0.293 · 2026-06-30: $0.293 · 2026-03-31: $0.293 · 2025-12-31: $0.290 · 2025-09-30: $0.290 · 2025-06-30: $0.290 · 2025-03-31: $0.290 · 2024-12-31: $0.290

News & catalysts

More news
3 US REIT Stocks That Could Benefit From Higher Interest Rates
Simply Wall St. · Oct 17
Broadstone Net Lease Schedules Third Quarter 2026 Earnings Release and Conference Call
Business Wire · Oct 05
3 REIT Stocks With Inflation Linked Rents As Debt Fears Rise
Simply Wall St. · Oct 03
Can Broadstone Net Lease (BNL) Compound Wealth Through Build-To-Suit Development?
Insider Monkey · Sep 25
BNP PARIBAS BNL EQUITY INVESTMENTS JOINS HLPY'S SHAREHOLDING STRUCTURE
PR Newswire · Sep 23
Rating changes
Upgrade
2026-10-02 · Truist Securities upgraded BNL from Hold to Buy
Reiterated
2026-08-03 · Goldman Sachs reiterated Buy on BNL
Reiterated
2026-07-31 · Cantor Fitzgerald reiterated Overweight on BNL
Reiterated
2026-07-13 · BMO Capital reiterated Outperform on BNL
Reiterated
2026-07-09 · Keybanc reiterated Overweight on BNL
Reiterated
2026-06-26 · BTIG reiterated Buy on BNL

Third-party analyst actions, not SURVYR.'s views. All rating changes

Stats refreshed 2026-10-23 23:41:25 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

Coteau 0.9 · Oct 21, 2026