Brandywine Realty Trust (BDN) Q2 2026 Earnings Call Transcript
Brandywine Realty Trust (BDN) Q2 2026 Earnings Call Transcript
BDN - Brandywine Realty Trust
Price:
--
--
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CONSENSUS:
Hold
DETAILS
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PRICE TARGET:
$3.00
DETAILS
HIGH:
$3.00
LOW:
$3.00
MEDIAN:
$3.00
CONSENSUS:
$3.00
DOWNSIDE:
5.21%
Stock News
Brandywine Realty Trust Q2 Earnings Call Highlights
Brandywine Realty Trust NYSE: BDN said second-quarter operating results generally met or exceeded its business plan, while management outlined continued efforts to sell assets, reduce debt and improve credit metrics.
Brandywine Realty Trust (BDN) Q2 FFO Lag Estimates
Brandywine Realty Trust (BDN) came out with quarterly funds from operations (FFO) of $0.13 per share, missing the Zacks Consensus Estimate of $0.14 per share. This compares to FFO of $0.15 per share a year ago.
Brandywine Realty Trust Announces Second Quarter 2026 Results
PHILADELPHIA, July 22, 2026 (GLOBE NEWSWIRE) -- Brandywine Realty Trust (NYSE: BDN) today reported its financial and operating results for the three and six-month periods ended June 30, 2026. Management Comments “We are pleased with our second quarter progress on our 2026 Business Plan highlighted by raising our speculative revenue midpoint guidance by 5.7%, and achieving 99% of the revised target,” stated Gerard H.
Wall Street's Most Accurate Analysts Give Their Take On 3 Real Estate Stocks Delivering High-Dividend Yields
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.
I Am Buying Real Estate Hand Over Fist, For Income And Asset Preservation
The equity REIT sector has transformed from an obscure $9 billion alternative asset niche into a mainstream component. While top-tier momentum favorites command premium multiples, extensive pockets of the broader property market sit at deep, cyclical discounts. Multi-year compounding consumer price inflation has created a widening gap between outdated contract rates and modern market baseline values.
Brandywine Realty Trust: Insider Confidence Signals Recovery Ahead (Technical Analysis)
Brandywine Realty Trust exhibits bullish technical signals, including higher highs/lows and price above its 30-week EMA. Insider confidence is highlighted by CEO Sweeney's recent open market purchase of 88,500 shares at $3.38. BDN's valuation is rated A+, but profitability and growth grades remain poor, tempering full conviction.
Wall Street's Most Accurate Analysts Spotlight On 3 Real Estate Stocks Delivering High-Dividend Yields
During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.
Brandywine Realty Trust: Turnaround Progress Continues As The 2027 Debt Challenge Nears
Brandywine Realty Trust remains a buy as turnaround efforts progress, with asset sales and debt reduction targeting the 2027 maturity wall. BDN's Q1 results showed relatively stable CAD, supporting a 10% dividend yield on a 92.7% payout ratio, with room for improvement as occupancy recovers. Asset sales exceeding guidance, a new hotel opening, and exposure to the 2026 FIFA World Cup position BDN for potential upside amid macro volatility.
What I Wish I Knew Before Investing In REITs
Most REIT investors focus on the wrong things. Short-term pain can create long-term gains. One overlooked lesson changed my results.
Real Dividend Growth Exists in Small Caps, Just Not Where You'd Expect
Small-cap dividend investing has a credibility problem, and the Invesco S&P SmallCap High Dividend Low Volatility ETF (NYSEARCA:XSHD) is built to solve it.
Brandywine Realty Trust Announces Common Quarterly Dividend, and Confirms Second Quarter 2026 Earnings Release and Conference Call
PHILADELPHIA, May 28, 2026 (GLOBE NEWSWIRE) -- Brandywine Realty Trust (NYSE:BDN) announced today that its Board of Trustees has declared a quarterly cash dividend of $0.08 per common share and OP Unit payable on Wednesday July 22, 2026 to holders of record on Wednesday, July 8, 2026. The quarterly dividend is equivalent to an annual rate of $0.32 per common share.
I Am Planting The Seeds For My Retirement Dividend Tree: Yields Up To 10.5%
The Economic Thaw: Real estate is exiting a long interest-rate winter, creating a rare window for outsized high-yield returns. BDN (10.5% Yield): This Class-A office REIT is monetizing non-core assets to supercharge its Philly and Austin business hubs. Buyback Signal: BDN's potential 10% market-cap buyback demonstrates management's confidence in the deep undervaluation of their equity.
Brandywine Realty Trust (BDN) Q1 2026 Earnings Call Transcript
Brandywine Realty Trust (BDN) Q1 2026 Earnings Call Transcript
Brandywine Realty Trust (BDN) Reports Q1 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Brandywine Realty Trust (BDN) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Brandywine Realty Trust (BDN) Q1 FFO Meet Estimates
Brandywine Realty Trust (BDN) came out with quarterly funds from operations (FFO) of $0.11 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $0.14 per share a year ago.
Brandywine Realty Trust Announces First Quarter 2026 Results and Narrows 2026 Guidance
PHILADELPHIA, April 22, 2026 (GLOBE NEWSWIRE) -- Brandywine Realty Trust (NYSE:BDN) today reported its financial and operating results for the three months ended March 31, 2026.
When No One Shows Up, Opportunity Does: The Office REIT Reset
The office REIT sector is bifurcating: true moats and prime locations are separating from distressed, obsolete assets. Alexandria Real Estate, Douglas Emmett, Empire State Realty Trust, and Highwoods are highlighted for durable moats and unique competitive advantages. Deep value opportunities exist where market fear has mispriced assets with irreplaceable locations, fortress balance sheets, or unique cash engines.
Mousetraps: 9 High-Yield REITs With Risky Dividends
High-yield 'mousetrap' REITs consistently underperform, with significant risk of dividend cuts and capital loss, as evidenced by recent 12-month returns lagging VNQ by over 1,000 bps. Dividend Safety scores are critical; REITs rated F face a 40% chance of a cut within 12 months, often resulting in sharp share price declines. Key danger signals include high payout ratios, weak revenues, and heavy debt loads.
Brandywine Realty Trust: The Real Problem Hides In The Debt
BDN faces mounting operational and financial headwinds, with shares down ~80% over ten years and a recent S&P debt downgrade to BB-. BDN's short debt maturity ladder, with $700M maturing in 2027 and nearly $2B by 2029, poses significant refinancing risk amid deteriorating financials. Major vacancies, notably IBM's exit in Austin, threaten 5% of rental revenue, while attempts to pivot toward life sciences have yet to yield results.
Price Targets
Brandywine Realty price target lowered to $3 from $3.50 at Truist
$3.00
(was $3.02)
Truist Financial
Brandywine Realty price target lowered to $4 from $5 at Evercore ISI
$4.00
(was $3.44)
Evercore ISI
Brandywine Realty price target raised to $5 from $4.50 at Evercore ISI
$5.00
(was $4.36)
Evercore ISI
Wall Street's Most Accurate Analysts Weigh In On 3 Real Estate Stocks With Over 8% Dividend Yields
$5.50
(was $4.59)
Omotayo Okusanya
·
Deutsche Bank
BrandyWine (BDN) PT Lowered to $5 at Deutsche Bank
$5.00
(was $4.59)
Omotayo Okusanya
·
Deutsche Bank
Wall Street's Most Accurate Analysts Say Hold These 3 Real Estate Stocks Delivering High-Dividend Yields
$10.00
(was $6.67)
John Guinee
·
Stifel Nicolaus
Citigroup Downgrades Brandywine Realty Trust to Sell, Lowers Price Target to $5
$5.00
(was $6.52)
Citigroup
Truist Securities Maintains Hold on Brandywine Realty Trust, Lowers Price Target to $11
$11.00
(was $9.51)
Truist Financial
Brandywine Realty Trust Stock (BDN): $15 Price Target From Truist
$15.00
(was $13.65)
Michael Lewis
·
Truist Financial