Post Resch Tallon Group Inc. Lowers Position in Broadstone Net Lease, Inc. $BNL

Post Resch Tallon Group Inc. lowered its stake in Broadstone Net Lease, Inc. (NYSE:BNL) by 15.7% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 252,558 shares of the company’s stock after selling 47,000 shares during the quarter. Broadstone Net Lease accounts for 3.7% of Post Resch Tallon Group Inc.’s portfolio, making the stock its 4th largest position. Post Resch Tallon Group Inc. owned about 0.13% of Broadstone Net Lease worth $4,387,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the stock. DecisionMap Wealth Management LLC lifted its holdings in shares of Broadstone Net Lease by 4.3% during the 4th quarter. DecisionMap Wealth Management LLC now owns 53,022 shares of the company’s stock valued at $921,000 after buying an additional 2,180 shares during the period. Miller Global Investments LLC bought a new stake in shares of Broadstone Net Lease in the fourth quarter worth $953,000. Hudson Bay Capital Management LP purchased a new stake in Broadstone Net Lease during the third quarter valued at $37,998,000. Cambria Investment Management L.P. increased its position in Broadstone Net Lease by 15.6% during the third quarter. Cambria Investment Management L.P. now owns 36,667 shares of the company’s stock valued at $655,000 after acquiring an additional 4,955 shares during the last quarter. Finally, Strategic Advocates LLC bought a new position in Broadstone Net Lease in the third quarter valued at about $30,000. Institutional investors own 89.07% of the company’s stock.

Broadstone Net Lease Stock Performance

NYSE BNL opened at $18.61 on Monday. The business’s fifty day moving average is $18.98 and its 200 day moving average is $18.38. Broadstone Net Lease, Inc. has a fifty-two week low of $13.96 and a fifty-two week high of $19.91. The company has a market capitalization of $3.56 billion, a PE ratio of 37.23 and a beta of 0.99.

Broadstone Net Lease (NYSE:BNL) last issued its quarterly earnings results on Wednesday, February 18th. The company reported $0.17 EPS for the quarter, missing analysts’ consensus estimates of $0.37 by ($0.20). Broadstone Net Lease had a return on equity of 3.17% and a net margin of 21.25%.Broadstone Net Lease has set its FY 2026 guidance at 1.530-1.57 EPS. On average, sell-side analysts forecast that Broadstone Net Lease, Inc. will post 1.43 EPS for the current year.

Broadstone Net Lease Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be issued a $0.2925 dividend. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $1.17 annualized dividend and a yield of 6.3%. This is a positive change from Broadstone Net Lease’s previous quarterly dividend of $0.29. Broadstone Net Lease’s payout ratio is currently 232.00%.

Analyst Upgrades and Downgrades

BNL has been the topic of several research reports. UBS Group raised their target price on Broadstone Net Lease from $19.00 to $20.00 and gave the stock a “neutral” rating in a research report on Monday, March 9th. BMO Capital Markets reaffirmed an “outperform” rating on shares of Broadstone Net Lease in a research report on Thursday, December 4th. Truist Financial increased their price objective on shares of Broadstone Net Lease from $18.00 to $20.00 and gave the stock a “hold” rating in a research note on Tuesday, November 25th. Wall Street Zen raised shares of Broadstone Net Lease from a “sell” rating to a “hold” rating in a report on Saturday, January 17th. Finally, Cantor Fitzgerald boosted their target price on shares of Broadstone Net Lease from $20.00 to $21.00 and gave the company an “overweight” rating in a research report on Tuesday, February 24th. Eight equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $20.20.

Broadstone Net Lease Profile

Broadstone Net Lease, Inc (NYSE: BNL) is a publicly traded real estate investment trust focused on owning and operating single-tenant commercial properties under long-term net leases. The company specializes in acquiring properties that are leased to creditworthy tenants, allowing it to generate predictable, stable rental income while transferring most operating expenses and responsibilities to its lessees.

Broadstone Net Lease’s portfolio spans a variety of property types, including industrial facilities, distribution centers, manufacturing plants, life science and office buildings, and essential retail locations.