SecBot SecBot

BNL

Broadstone Net Lease, Inc.
NYSE· Real Estate Investment Trusts· CIK 0001424182 Real Estate
$17.11 −0.10 (−0.61%)
Oct 27 4:00 PM ET · prev $17.22
Market cap
$3.3B
Mid cap
Consensus
Buy
71% Buy or better · 14 analysts
Median target
$23.50
+37% · range $20.00–26.00
Next earnings
Oct 28
in 1 day · EPS est. $0.16
1 year
−8.9%
from $18.79 · Oct 27
30 days
−9.2%
from $18.84
52-week range
$17.11–22.84
at the low
Avg volume 20D
2.49M
shares / day
Short interest
🔒 Subscribers only
Insider net
+$211.6K
1 buyer · 0 sellers · 12 mo
New fund stakes
3
Q2 2026 13F · 4 exits
Filing reports
9
analyzed by SecBot
SecBot read BEARISH 5 reports · 90 days
Balance 2 bearish · 0 bullish · 1 mixed · 2 neutral oldest → newest, height = score
Avg score ·High conf. 4/5 ·Next Earnings date, Oct 28, 2026

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBULLISH

    1 insider bought $211.6K at an average $21.16. No open-market sales. Price is 19% below their cost.

  • InstitutionsMIXED

    Q2 2026: 27 added (3 new), 22 trimmed or exited. Largest new: Vanguard Capital Management $178.2M, Wellington Management Group $35.7M.

  • AnalystsBULLISH

    10 of 14 rate it Buy or better. Every target is above the price.

  • EstimatesFALLING

    Current-quarter EPS estimate $0.189 → $0.157 over 90 days. 0 up, 2 down in 30 days.

  • TrendDOWNTREND

    12% below its 50-day average. New closing low $17.11 on Oct 27.

Who's buying

13F· Q2 2026
3
new positions
4
exits
$227.6M
in new stakes
FundMoveSharesValue
BlackRock, Inc.ADD34,462,110$712.3M
STATE STREET CORPADD10,818,323$226.7M
VANGUARD CAPITAL MANAGEMENT LLCNEW8,622,817$178.2M
JPMORGAN CHASE & COADD2,748,630$58.3M
Bank of New York Mellon CorpADD1,922,855$39.7M
WELLINGTON MANAGEMENT GROUP LLPNEW1,727,563$35.7M
BANK OF AMERICA CORP /DE/TRIM1,595,463$33.0M
MORGAN STANLEYADD1,571,937$32.5M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

14 analysts
Buy 71% rate it Buy or better
Strong Buy3Buy7Hold4Sell0Strong Sell0
12-month targets · 10 analysts

Price is below the lowest target. Median implies +37%.Targets as of Oct 27, 2026.

Recent actions
DateFirmActionRating
Oct 2, 2026Truist Securities
UPGRADE
UPGRADEBuy
Aug 3, 2026Goldman Sachs
MAINTAIN
MAINTAINBuy
Jul 31, 2026Cantor Fitzgerald
MAINTAIN
MAINTAINOverweight
Jul 13, 2026BMO Capital
MAINTAIN
MAINTAINOutperform
Jul 9, 2026Keybanc
MAINTAIN
MAINTAINOverweight
Jun 26, 2026BTIG
MAINTAIN
MAINTAINBuy

Insider ledger

Form 4
$211.6K
bought · 1 insider
$0
sold · 0 insiders
−19.1%
vs their $21.16 cost
DateInsiderTypeValue
Oct 1, 2026
Imperiale Richard P
Director
AWARD523 sh
Oct 1, 2026
JACOBSTEIN DAVID M
Director
AWARD202 sh
Oct 1, 2026
Saffire Joseph
Director
AWARD912 sh
Oct 1, 2026
COKE MICHAEL A
Director
AWARD1,081 sh
Oct 1, 2026
Duran Jessica
Director
AWARD1,148 sh
Oct 1, 2026
Hawkes Laurie A.
Director
AWARD1,858 sh
Oct 1, 2026
Watters James H
Director
AWARD1,013 sh
Oct 1, 2026
Felice Laura L.
Director
AWARD1,148 sh

Earnings setup

Estimates
Oct 28
reports in 1 day
$0.16
EPS estimate, this quarter
−17%
estimate change, 90 days
0↑ 2↓
revisions, 30 days
Current-quarter EPS estimate
PeriodEPS est.Range30D rev.Revenue
Current Q$0.16$0.14–$0.18-3.3%$122.4M
Next Q🔒 Fresh data, subscribers only
Current FY🔒 Fresh data, subscribers only
Next FY$0.67$0.58–$0.83-8.2%$542.9M

Short side

FINRA· Oct 15, 2026
🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 5, 2026 SEC
Broadstone Net Lease filed an 8-K on October 5, 2026, solely to announce the scheduling of its Q3 2026 earnings…
8-K — Impact 2/10
Oct 1, 2026 Insider
Imperiale Richard P was granted 523 shares
Director
Oct 1, 2026 Insider
JACOBSTEIN DAVID M was granted 202 shares
Director
Oct 1, 2026 Insider
Saffire Joseph was granted 912 shares
Director
Sep 22, 2026 SEC
Institutional activity in BNL during Q2 2026 was mixed: 26 buyers added $67.3M in positions (led by JPMorgan, Morgan…
INST-CLUSTER — Impact 3/10
Aug 14, 2026 Short interest report
Short Interest: BNL up 73% to 20.1M shares
Settlement 2026-08-14 | Days to cover: 7.28 | ≈10.45% of shares outstanding (est.)
Aug 10, 2026 SEC
Broadstone Net Lease (BNL) filed an 8-K disclosing entry into an underwriting agreement and forward sale agreements…
8-K — Impact 6/10
Jun 30, 2026 Inst.
BlackRock, Inc. — ADD
34,462,110 shares ($712.3M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Recent

SecBot reports

9 filings · 2 bullish · 2 bearish · 1 mixed · 4 neutral
All BNL filing & press-release reports (9)