BNL · Broadstone Net Lease, Inc.
Price & Indicators
Up next
Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. BNL raised its full-year 2026 AFFO per share guidance midpoint to $1.56 (from $1.53–$1.57), lifted full-year investment guidance by more than $100 million to $600–$800 million, lowered its full-year bad debt assumption to 50 bps from 75 bps, and announced a $303 million build-to-suit development with a Fortune 20 investment-grade tenant in Colorado.
- + Raised full-year investment guidance by more than $100 million to a range of $600–$800 million.
- + Lowered full-year bad debt assumption to 50 basis points from 75 basis points.
- + Announced a $303 million build-to-suit development with a Fortune 20 investment-grade tenant in Colorado, expected to be meaningfully accretive to 2027 and 2028 earnings.
- + Committed build-to-suit pipeline totals approximately $645 million with a weighted-average estimated initial cash yield of ~7.9% and straight-line yield of ~9.9%.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
REIT - Diversified — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
BNL
this stock
Broadstone Net Lease, Inc.
|
$3.86B | +10.5% | +5.2% | 26.5 | 10.1% |
|
VICI
Vici Properties Inc.
|
$27.27B | -15.6% | +4.1% | 9.6 | 3.0% |
|
WPC
W. P. Carey Inc.
|
$15.56B | +3.0% | +8.4% | 23.9 | 3.7% |
|
GNL
Global Net Lease, Inc.
|
$1.88B | +2.0% | -13.1% | — | 5.9% |
|
AAT
American Assets Trust, Inc.
|
$1.33B | +16.0% | -4.7% | 74.6 | 2.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| BNL | -6.0% | -9.5% | +4.0% | -8.0% | +10.5% |
| SPY | -0.3% | -0.1% | +20.1% | -0.7% | +11.7% |
| vs SPY | -5.6% | -9.4% | -16.1% | -7.3% | -1.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.