InsidersTradesSigma
Follow the Broadstone Net Lease, Inc. stock price and the full management transaction log of the company, a publicly traded company based in United States. Shares are listed on the US market, under the authority of SEC (Form 4). Operating in the Real Estate sector, Broadstone Net Lease, Inc. has published 191 insider filings. Market capitalisation: €4.5bn. The latest transaction was reported on 24 August 2026 (Acquisition). Among the most active insiders: Moragne John David. All data is accessible without an account.
191
Insider Decl.
n/a
Thresholds
€2m
24 ops.
Buy Volume
€270,866
4 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Broadstone Net Lease, Inc. Buy (bullish), based on 10 analysts. Average price target: US$23.70.
37Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 14,102 of 29,063 companies
52.8
score / 100
Value47
Quality59
FCF yld6.0%
Earn yld2.1%
EV/EBITDA19.5x
ROE4.9%
Gross mgn95%
Net mgn21%
Debt/EBITDA7.0x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 24 August 2026
Declarations191 total
5,000 shares@ US$21.22Common StockSEC:0001311618-26-000005:0
Canonical exit: 18 Nov 2026 (T+90)
5,000 shares@ US$21.10Common StockSEC:0001311618-26-000005:1
Canonical exit: 19 Nov 2026 (T+90)
4,987 shares0Common StockSEC:0001191856-26-000002:0
4,987 shares0Common StockSEC:0001213051-26-000006:0
4,987 shares0Common StockSEC:0001311618-26-000002:0
4,987 shares0Common StockSEC:0001575253-26-000002:0
4,987 shares0Common StockSEC:0001607364-26-000002:0
4,987 shares0Common StockSEC:0001709565-26-000002:0
4,987 shares0Common StockSEC:0001743504-26-000005:0
4,987 shares0Common StockSEC:0001963661-26-000002:0
9,917 shares0Common StockSEC:0001966537-26-000004:0
12,397 shares0Common StockSEC:0001848398-26-000005:0
12,397 shares0Common StockSEC:0001803290-26-000005:0
55,778 shares0Common StockSEC:0001803287-26-000004:0
9,917 shares0Common StockSEC:0001803280-26-000005:0
148,741 shares0Common StockSEC:0001709742-26-000005:0
111,557 shares0Common StockSEC:0001709629-26-000005:0
4,478 shares@ US$19.3959.2% of flowCommon StockSEC:0002042568-26-000003:0
4,799 shares@ US$19.3957.4% of flowCommon StockSEC:0001966537-26-000002:0
5,497 shares@ US$19.3934.3% of flowCommon StockSEC:0001848398-26-000003:0
859.11 shares@ US$15.922.7% of flowCommon StockSEC:0001803287-26-000002:0
Canonical exit: 13 Oct 2025 (T+90)
2,513 shares@ US$19.3911.8% of flowCommon StockSEC:0001803280-26-000003:0
24,681 shares@ US$19.3924.6% of flowCommon StockSEC:0001709742-26-000003:0
16,005 shares@ US$19.3919.6% of flowCommon StockSEC:0001709629-26-000003:0
4,560 shares@ US$19.3928.5% of flowCommon StockSEC:0001803290-26-000003:0
25 of 191 declarations
关于 Broadstone Net Lease, Inc.
Broadstone Net Lease, Inc. (NYSE: BNL) 是一家总部位于美国的房地产投资信托（REIT），专注于单一租户、长期净租赁商业地产。公司总部位于纽约州维克多，为投资者提供一个上市的美国房地产工具，其重点是合同现金流、租户信用质量和严谨的收购承销。实际上，BNL在净租赁领域运营，租户通常承担大部分物业层面的运营成本，如税费、保险、维护和维修。这种结构往往比许多传统房地产模式提供更可预测的收入可见性。([investors.bnl.broadstone.com](https://investors.bnl.broadstone.com/?utm_source=openai)) BNL的商业模式围绕收购、售后回租和定制开发而建立，长期专注于工业、零售和其他物业类别的多元化商业房地产。公司主要在美国扩大业务范围，同时在加拿大也保持有限的存在。截至2025年12月31日，其投资组合包括771处净租赁商业地产，其中764处位于美国44个州，7处位于加拿大4个省。这种规模和地理分布支持了多元化的收入基础，而租户组合也高度分散：没有单一租户的年化基本租金占比超过3.9%。([investors.bnl.broadstone.com](https://investors.bnl.broadstone.com/press-releases/news-details/2026/Broadstone-Net-Lease-Announces-Fourth-Quarter-and-Full-Year-2025-Results/default.aspx?utm_source=openai)) 从竞争角度来看，Broadstone Net Lease将自己定位为一家中型净租赁REIT，其差异化战略以强大的基本信用分析和审慎的房地产承销为核心。其竞争优势包括长期租赁、内嵌的合同租金上调机制以及保守的投资组合构建方法。公司定期强调投资组合入住率、加权平均租赁期限、年度租金增长和收购资本化率，这些是评估净租赁REIT领域收入持久性的关键指标。与大型同行相比，BNL为投资者提供了一个更专注的平台，具有显著的多元化，但又不依赖于单一主导租户或狭窄的物业细分市场。([investors.bnl.broadstone.com](https://investors.bnl.broadstone.com/press-releases/news-details/2025/Broadstone-Net-Lease-Schedules-Second-Quarter-2025-Earnings-Release-and-Conference-Call/default.aspx?utm_source=openai)) 近期发展具有建设性。2025年和2026年初，BNL继续扩大其定制开发项目储备，包括2026年宣布的额外承诺。公司还在2025年末增加了季度股息，并继续使用其市场股票计划，这表明在投资组合增长的同时，资本市场活动也在持续进行。在2026年第一季度更新中，BNL为其承诺的定制开发项目储备增加了约30 million美元，突显了其对工业和零售开发机会的持续重视。对于关注纽约证券交易所上市的美国净租赁REIT的投资者而言，Broadstone Net Lease仍然是一个具有长期租赁、适度多元化和稳定开发主导增长特征的防御性房地产名称。([investors.bnl.broadstone.com](https://investors.bnl.broadstone.com/press-releases/news-details/2026/Broadstone-Net-Lease-Announces-First-Quarter-2026-Results-and-Adds-30-million-to-its-Committed-Pipeline-of-Build-to-Suit-Developments/default.aspx?utm_source=openai))
