Lumida
/BNL
⌘K
Broadstone Net Lease Inc

Broadstone Net Lease Inc

BNL
$22.80USD+0.04%+0.01 today

MARKET CAP

4.4B

P/E (TTM)

35.1x

FWD P/E

34.2x

DAY RANGE

$23 – $23

52W RANGE

$16
$23

AI Summary

Stalk
StalkMedium

BNL remains in a Stage 2 advance within a long-term uptrend, but recent Parabola-driven acceleration has pushed price into extreme overbought territory above rising EMAs. The Stable strategy’s emphasis on controlled engagement and elevated exhaustion risk warrants deferring execution until a pullback into the rising EMAs or the prior resistance-turned-support zone provides a cleaner entry.

  • Q1 2026 AFFO grew 5.6% YoY to $76.9 M ($0.38/share), on track for $1.53–$1.57 guidance
  • $305.9 M in build-to-suit commitments to add ~$28 M ABR by Q3 2026
  • Exposure to underperforming tenants (e.g. Red Lobster) risks rent shortfalls
Full analysis →
Insider Trades44 trades
DateSideTickerInsiderRoleSharesPriceMkt Cap52W High52W LowValue% ChgRuleAI View
Mar 12, 2026SellBNLJennie O'BrienSVP, Chief Accounting Officer3,576$18.97$4.4B-1.30%+45.50%$67.8K-4.38%Stalk
Mar 12, 2026SellBNLMolly WiegelSVP, Human Resources & Admin3,576$18.97$4.4B-1.30%+45.50%$67.8K-4.71%Stalk
Mar 12, 2026SellBNLJohn CallanSVP & General Counsel4,470$18.97$4.4B-1.30%+45.50%$84.8K-4.12%Stalk
Mar 12, 2026SellBNLMichael B. CarusoSVP, Underwriting & Strategy4,470$18.97$4.4B-1.30%+45.50%$84.8K-3.81%Stalk
Mar 12, 2026SellBNLKevin FennellEVP, CFO & Treasurer28,475$18.97$4.4B-1.30%+45.50%$540.2K-11.46%Stalk
Mar 12, 2026SellBNLRyan M AlbanoPresident & COO56,950$18.97$4.4B-1.30%+45.50%$1.1M-12.45%Stalk
Mar 12, 2026SellBNLJohn David MoragneCEO75,933$18.97$4.4B-1.30%+45.50%$1.4M-11.64%Stalk
Mar 2, 2026SellBNLMolly WiegelSVP, Human Resources & Admin2,513$19.39$4.4B-1.30%+45.50%$48.7K-4.04%Stalk
Mar 2, 2026SellBNLWilliam D. GarnerSVP, Acquisitions4,478$19.39$4.4B-1.30%+45.50%$86.8K-5.60%Stalk
Mar 2, 2026SellBNLJohn CallanSVP & General Counsel4,560$19.39$4.4B-1.30%+45.50%$88.4K-4.94%Stalk
Mar 2, 2026SellBNLJennie O'BrienSVP, Chief Accounting Officer4,799$19.39$4.4B-1.30%+45.50%$93.1K-7.06%Stalk
Mar 2, 2026SellBNLMichael B. CarusoSVP, Underwriting & Strategy5,497$19.39$4.4B-1.30%+45.50%$106.6K-5.43%Stalk
Mar 2, 2026SellBNLRyan M AlbanoPresident & COO16,005$19.39$4.4B-1.30%+45.50%$310.3K-5.02%Stalk
Mar 2, 2026SellBNLJohn David MoragneCEO24,681$19.39$4.4B-1.30%+45.50%$478.6K-5.49%Stalk
Jul 15, 2025SellBNLKevin FennellEVP, CFO & Treasurer11,211.11$19.12$4.4B-1.30%+45.50%$214.4K-2.65%Stalk
May 7, 2025BuyBNLRyan M AlbanoPresident & COO10,000$16.52$4.4B-1.30%+45.50%$165.2K+3.24%Stalk
May 6, 2025BuyBNLKevin FennellEVP, CFO & Treasurer5,000$15.87$4.4B-1.30%+45.50%$79.3K+2.88%Stalk
May 5, 2025BuyBNLJohn David MoragneChief Executive Officer10,000$16.13$4.4B-1.30%+45.50%$161.3K+2.27%Stalk
Mar 6, 2025SellBNLMolly WiegelSVP - Human Resources & Admin124$16.84$4.4B-1.30%+45.50%$2.1K-0.20%Stalk
Mar 6, 2025SellBNLJohn CallanSVP & General Counsel272$16.84$4.4B-1.30%+45.50%$4.6K-0.29%Stalk
Mar 6, 2025SellBNLMichael B. CarusoSVP, Underwriting & Strategy297$16.84$4.4B-1.30%+45.50%$5.0K-0.29%Stalk
Mar 6, 2025SellBNLKevin FennellEVP, CFO & Treasurer385$16.84$4.4B-1.30%+45.50%$6.5K-0.22%Stalk
Mar 6, 2025SellBNLJohn David MoragneChief Executive Officer6,299$16.84$4.4B-1.30%+45.50%$106.1K-1.41%Stalk
Mar 6, 2025SellBNLRyan M AlbanoPresident & COO6,299$16.84$4.4B-1.30%+45.50%$106.1K-2.00%Stalk
Feb 28, 2025SellBNLMolly WiegelSVP - Human Resources & Admin2,208$16.81$4.4B-1.30%+45.50%$37.1K-3.90%Stalk
Feb 28, 2025SellBNLJennie O'BrienSVP - Chief Accounting Officer2,953$16.81$4.4B-1.30%+45.50%$49.6K-5.68%Stalk
Feb 28, 2025SellBNLWilliam D. GarnerSVP, Acquisitions3,148$16.81$4.4B-1.30%+45.50%$52.9K-4.27%Stalk
Feb 28, 2025SellBNLJohn CallanSVP & General Counsel4,153$16.81$4.4B-1.30%+45.50%$69.8K-4.86%Stalk
Feb 28, 2025SellBNLMichael B. CarusoSVP, Underwriting & Strategy5,005$16.81$4.4B-1.30%+45.50%$84.1K-5.31%Stalk
Feb 28, 2025SellBNLKevin FennellEVP, CFO & Treasurer6,538$16.81$4.4B-1.30%+45.50%$109.9K-4.12%Stalk
Feb 28, 2025SellBNLRyan M AlbanoPresident & COO13,222$16.81$4.4B-1.30%+45.50%$222.3K-4.82%Stalk
Feb 28, 2025SellBNLJohn David MoragneChief Executive Officer16,295$16.81$4.4B-1.30%+45.50%$273.9K-4.41%Stalk
May 14, 2024SellBNLMolly WiegelSVP - Human Resources & Admin6,320.28$15.48$4.4B-1.30%+45.50%$97.8K-10.03%Stalk
Mar 7, 2024SellBNLRyan M AlbanoPresident & COO5,756$14.76$4.4B-1.30%+45.50%$85.0K-2.06%Stalk
Mar 7, 2024SellBNLJohn David MoragneChief Executive Officer5,756$14.76$4.4B-1.30%+45.50%$85.0K-1.53%Stalk
Feb 28, 2024SellBNLMolly WiegelSVP - Human Resources & Admin1,944$14.91$4.4B-1.30%+45.50%$29.0K-5.62%Stalk
Feb 28, 2024SellBNLRoderick PickneySVP - Acquisitions1,983$14.91$4.4B-1.30%+45.50%$29.6K-3.42%Stalk
Feb 28, 2024SellBNLTimothy DieffenbacherSVP & Chief Accounting Officer2,085$14.91$4.4B-1.30%+45.50%$31.1K-5.52%Stalk
Feb 28, 2024SellBNLJohn CallanSVP & General Counsel3,764$14.91$4.4B-1.30%+45.50%$56.1K-9.59%Stalk
Feb 28, 2024SellBNLKevin FennellEVP & CFO4,810$14.91$4.4B-1.30%+45.50%$71.7K-7.57%Stalk
Feb 28, 2024SellBNLRyan M AlbanoPresident & COO8,116$14.91$4.4B-1.30%+45.50%$121.0K-5.16%Stalk
Feb 28, 2024SellBNLJohn David MoragneChief Executive Officer11,449$14.91$4.4B-1.30%+45.50%$170.7K-7.06%Stalk
Feb 26, 2024BuyBNLKevin FennellEVP & CFO4,000$14.63$4.4B-1.30%+45.50%$58.5K+6.72%Stalk
Feb 26, 2024BuyBNLJohn David MoragneChief Executive Officer10,000$14.77$4.4B-1.30%+45.50%$147.7K+6.57%Stalk