Broadstone Net Lease, Inc. (BNL) Q4 2025 Earnings Call Transcript

Broadstone Net Lease, Inc. (BNL) came out with quarterly funds from operations (FFO) of $0.38 per share, beating the Zacks Consensus Estimate of $0.37 per share. This compares to FFO of $0.36 per share a year ago.

VICTOR, N.Y.--(BUSINESS WIRE)-- #acquisitions--Broadstone Net Lease Announces Fourth Quarter and Full Year 2025 Results.

Thirty-six publicly traded US real estate investment trusts are projected to increase dividend payouts in the first quarter, according to S&P Global Market Intelligence forecasts. The remaining 100 public REITs included in the analysis are predicted to maintain their dividend payout over the quarter. Two manufactured home REITs and two communication REITs are expected to raise their dividends within the first quarter, accounting for roughly 66.7% of both sectors.

Boardwalk Real Estate Investment Trust (OTCMKTS:BOWFF - Get Free Report) and Broadstone Net Lease (NYSE: BNL - Get Free Report) are both mid-cap finance companies, but which is the superior business? We will compare the two companies based on the strength of their earnings, analyst recommendations, institutional ownership, dividends, profitability, valuation and risk. Dividends Boardwalk Real

REITs are positioned for robust growth in 2026, driven by decelerating supply, disciplined capital allocation, and significant valuation discounts to NAV and private markets. Sector preferences favor Healthcare and Data Centers for durable growth, with Shopping Centers and select Residential REITs offering underappreciated upside and private capital interest. Strategic alternatives, buybacks, and targeted M&A are increasingly in focus, especially for deeply discounted names like CSR, WSR, COLD, and REXR.

Broadstone Net Lease, Inc. (NYSE: BNL - Get Free Report) saw a significant increase in short interest in January. As of January 15th, there was short interest totaling 5,665,399 shares, an increase of 47.6% from the December 31st total of 3,837,833 shares. Currently, 3.0% of the shares of the company are sold short. Based on an

Shorting REITs at December 2025 lows was a high-risk, poorly timed move, now likely facing squeezes as fundamentals remain stable. CSR, NTST, AKR, and COLD have high short interest, strong profitability, and no clear negative catalysts, making them prime short squeeze candidates. Shorts face significant carrying costs from high dividend yields and lack of downside catalysts, especially in stable, cash-flowing REITs.

VICTOR, N.Y.--(BUSINESS WIRE)-- #acquisitions--Broadstone Net Lease Announces Tax Treatment of 2025 Dividends.

Shares of Broadstone Net Lease, Inc. (NYSE: BNL - Get Free Report) have earned an average rating of "Moderate Buy" from the twelve analysts that are currently covering the company, Marketbeat reports. Three investment analysts have rated the stock with a hold recommendation and nine have assigned a buy recommendation to the company. The average 12