BNL
Broadstone Net Lease, Inc.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- R Feb 25 Broadstone Net Lease announced two new build-to-suit developments wi…
- A Jun 12 Citizens downgrades
- I Jun 30 3 funds open new positions (13F)
- R Aug 10 Broadstone Net Lease (BNL) filed an 8-K disclosing entry into an und…
- R Aug 10 Broadstone Net Lease is offering 11,000,000 shares of common stock v…
- X Aug 14 Short interest jumps 73.3% to 20.06M
- B Aug 20 to Aug 21 2 days of insider buys: $211.6K by 1 insider, avg $21.16
- A Oct 2 Truist Securities upgrades
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| Fund | Move | Value |
|---|---|---|
| BlackRock, Inc. | ADD | $712.3M |
| STATE STREET CORP | ADD | $226.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | NEW | $178.2M |
| JPMORGAN CHASE & CO | ADD | $58.3M |
| Bank of New York Mellon Corp | ADD | $39.7M |
| WELLINGTON MANAGEMENT GROUP LLP | NEW | $35.7M |
| BANK OF AMERICA CORP /DE/ | TRIM | $33.0M |
| MORGAN STANLEY | ADD | $32.5M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
14 analystsPrice is below the lowest target. Median implies +37%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 2, 2026 | Truist Securities UPGRADE | Buy |
| Aug 3, 2026 | Goldman Sachs MAINTAIN | Buy |
| Jul 31, 2026 | Cantor Fitzgerald MAINTAIN | Overweight |
| Jul 13, 2026 | BMO Capital MAINTAIN | Outperform |
| Jul 9, 2026 | Keybanc MAINTAIN | Overweight |
| Jun 26, 2026 | BTIG MAINTAIN | Buy |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 1, 2026 | Imperiale Richard P Director | AWARD | 523 sh |
| Oct 1, 2026 | JACOBSTEIN DAVID M Director | AWARD | 202 sh |
| Oct 1, 2026 | Saffire Joseph Director | AWARD | 912 sh |
| Oct 1, 2026 | COKE MICHAEL A Director | AWARD | 1,081 sh |
| Oct 1, 2026 | Duran Jessica Director | AWARD | 1,148 sh |
| Oct 1, 2026 | Hawkes Laurie A. Director | AWARD | 1,858 sh |
| Oct 1, 2026 | Watters James H Director | AWARD | 1,013 sh |
| Oct 1, 2026 | Felice Laura L. Director | AWARD | 1,148 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D 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, 2026SecBot reports
9 filings · 2 bullish · 2 bearish · 1 mixed · 4 neutral- NEUTRAL 8-KOct 5, 2026
Broadstone Net Lease filed an 8-K on October 5, 2026, solely to announce the scheduling of its Q3…
Monitor the Q3 2026 earnings release on October 28 for occupancy, rent collection, and AFFO trends — key drivers for net lease REIT valuation.
- MIXED INST-CLUSTERSep 22, 2026
Institutional activity in BNL during Q2 2026 was mixed: 26 buyers added $67.3M in positions (led…
The mixed institutional cluster with a slight net outflow suggests no strong consensus on BNL's near-term direction. Monitor for insider buying or a catalyst (e.g., earnings, dividend change, or…
- BEARISH 8-KAug 10, 2026
Broadstone Net Lease (BNL) filed an 8-K disclosing entry into an underwriting agreement and…
The forward structure delays the dilutive impact, but the market will price in the eventual share issuance. Monitor BNL's share price relative to the $19.7825 forward price; if the stock trades…
- BEARISH 424B5Aug 10, 2026
Broadstone Net Lease is offering 11,000,000 shares of common stock via forward sale agreements…
The forward sale structure means no immediate cash impact, but the ~5.7% dilution and discount to market price create near-term overhang. Monitor for timing of physical settlement and use of…
All BNL filing & press-release reports (9)
- 8-K reportOct 5, 2026
- INST-CLUSTER reportSep 22, 2026
- 8-K reportAug 10, 2026
- 424B5 reportAug 10, 2026
- 10-Q/A reportJul 29, 2026
- 8-K reportJul 8, 2026
- 8-K reportApr 29, 2026
- DEFA14A reportMar 20, 2026
- 8-K reportFeb 25, 2026