Broadstone Net Lease, Inc.

Broadstone Net Lease, Inc.

BNLยทNYSE

$20.18

-0.17%
Real EstateREIT - Diversified

BNL is an internally-managed REIT that acquires, owns, and manages primarily single-tenant commercial real estate properties that are net leased on a long-term basis to a diversified group of tenants. The Company utilizes an investment strategy underpinned by strong fundamental credit analysis and prudent real estate underwriting. As of September 30, 2020, BNL's diversified portfolio consisted of 627 properties in 41 U.S. states and one property in Canada across the industrial, healthcare, restaurant, office, and retail property types, with an aggregate gross asset value of approximately $4.0 billion.

At a Glance

Live Snapshot
Market Cap$3.87B
EPS0.5100
P/E Ratio39.57
Earnings Date07/29/2026
bnl

Broadstone Net Lease, Inc. Street Expectations Map

BNL ยท NYSE

Wall Street analysts project that BNL stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 20.50, with estimates ranging from a low of 19.00 to a high of 22.00.

Lowest Target
19.00
-5.85%
Consensus Target
20.50
1.59%
Highest Target
22.00
9.02%

The consensus 1-year price target stands at 20.50, with estimates ranging from a low of 19.00 to a high of 22.00.

Analyst Consensus Analysis

Upside Potential

+1.6%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

14.6% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

1.54x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Efficient pricing: Stock trading at fair value with strong consensus suggests market has priced in expectations. Look for fundamental inflection points or new catalysts to drive meaningful moves.

bnl

Broadstone Net Lease, Inc. Forward Estimates of Revenue

BNL ยท NYSE
Latest Revenue
459.14M
FY 2025
Avg Estimate
483.90M
FY 2026
Estimate Range
458.48M - 502.85M
Analyst Spread

Forward Growth Analysis

Projected Growth+5.4%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

bnl

Broadstone Net Lease, Inc. Forward Estimates of Net Income

BNL ยท NYSE
Latest Net Income
102.91M
FY 2025
Avg Estimate
142.15M
FY 2026
Estimate Range
138.22M - 142.83M
Analyst Spread

Forward Growth Analysis

Projected Growth+38.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

bnl

Broadstone Net Lease, Inc. Forward Estimates of EPS

BNL ยท NYSE
Latest EPS
0.51
FY 2025
Avg Estimate
$0.72
FY 2026
Estimate Range
$0.70 - $0.73
Analyst Spread

Forward Growth Analysis

Projected Growth+40.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

bnl

Broadstone Net Lease, Inc. Forward Estimates of EBIT

BNL ยท NYSE
Latest EBIT
213.12M
FY 2025
Avg Estimate
243.03M
FY 2026
Estimate Range
230.26M - 252.54M
Analyst Spread

Forward Growth Analysis

Projected Growth+14.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

bnl

Broadstone Net Lease, Inc. Forward Estimates of EBITDA

BNL ยท NYSE
Latest EBITDA
377.21M
FY 2025
Avg Estimate
422.44M
FY 2026
Estimate Range
400.24M - 438.98M
Analyst Spread

Forward Growth Analysis

Projected Growth+12.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

bnl

Broadstone Net Lease, Inc. Forward Estimates of SG&A Expense

BNL ยท NYSE
Latest SG&A Expense
0.00
FY 2025
Avg Estimate
44.74M
FY 2026
Estimate Range
42.39M - 46.50M
Analyst Spread

Forward Growth Analysis

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread9%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

bnl

Broadstone Net Lease, Inc. Insider Positioning

BNL ยท NYSE

During the last 12 months, insiders have purchased $14K worth of BNL shares, with no selling activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

859

13.68K

Sold

0

0.00

Net Activity

+14K

+$14K

Top Buyers

1
FK

Fennell Kevin

Officer: Evp, Cfo & Treasurer

859 sharesโ€ข1 transactions

$14K

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $14K net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

โˆž:1

Perfect buy/sell ratio. Only buying activity with zero sellingโ€”the most bullish possible insider signal.

Insider Participation

High Buying

1 insider buyers vs. 0 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Unanimous insider buying: Zero selling combined with active buying is rare and typically very bullish. Insiders appear to see significant upside with limited downside risk.