BNL Broadstone Net Lease Inc

Morgan Stanley has increased its price target for Broadstone Net Lease (BNL) to $19 from $18, while maintaining an "Equal-Weight" rating. This adjustment reflects a 5.56% increase in the target price. Other analysts have recently issued ratings ranging from "Buy" to "Hold" for BNL, with an average target price of $20.38 among 8 analysts, suggesting a 16.46% upside from its current price.

Eleven brokerages rate Broadstone Net Lease (NYSE:BNL) with a "Moderate Buy" consensus, setting an average 1-year price target of $20.10. The company reported a quarterly EPS of $0.14, missing estimates, but reaffirmed its FY2025 guidance of $1.490–1.500 EPS. BNL recently declared a quarterly dividend of $0.29, offering an annualized yield of 6.6%.

Stock Traders Daily provides an AI-driven analysis for Broadstone Net Lease Inc. (BNL), highlighting a neutral near and mid-term outlook with a long-term positive bias. The analysis includes institutional trading strategies for position trading, momentum breakout, and risk hedging, alongside multi-timeframe signal analysis and risk-reward setups.

Cantor Fitzgerald has reiterated its Overweight rating and $21.00 price target for Broadstone Net Lease (NYSE:BNL) following the company's investor day, indicating a 19% upside from its current price. Broadstone plans to leverage its build-to-suit development pipeline and 2% average rent escalators for consistent 4% annual AFFO growth. The firm also highlighted investor interest in Broadstone's 550-acre Triboro land site, which has significant development potential.

Quantbot Technologies LP significantly increased its stake in Broadstone Net Lease, purchasing 154,658 additional shares to own 199,241 shares valued at $3.20 million. Despite strong revenue and a substantial dividend, the company's high dividend payout ratio of 246.81% raises concerns about its sustainability. Broadstone Net Lease reported mixed earnings, missing EPS estimates but exceeding revenue expectations, while several analysts have issued "Buy" or "Hold" ratings with a consensus price target of $20.20.

BTIG raised its price target on Broadstone Net Lease (NYSE:BNL) to $22.00 from $21.00, maintaining a Buy rating and citing the company's successful portfolio transformation and growth strategies. The new target suggests a potential 25% upside from BNL's current price and follows an investor day where the company highlighted its platform for growth and efficient operations, evidenced by 94.76% gross profit margins. Despite a positive outlook and increased AFFO per share estimates for 2025 and 2026, BTIG notes that BNL trades at a discount to its peers.