Every material Form 8-K Broadstone Net Lease filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Broadstone Net Lease reported third-quarter 2026 results on October 28, 2026. AFFO rose 5.4% year over year to $77.8 million, or $0.39 per diluted share, while net income was flat at $0.14 per diluted share. The company said it remains on track to meet its 2026 AFFO guidance of $1.55 to $1.57 per diluted share, and it raised its quarterly dividend to $0.295 per share from $0.2925.
AFFO of $77.8 million, or $0.39 per diluted share, up 5.4% from the prior-year quarter.
Net income of $28.1 million, or $0.14 per diluted share, consistent with the prior-year quarter; revenue was $121.9 million versus $114.2 million a year earlier.
2026 AFFO guidance of $1.55 to $1.57 per diluted share; the assumed investment range was revised up to $700 million to $800 million from $600 million to $800 million.
Quarterly dividend increased to $0.295 per share from $0.2925, payable on or before January 15, 2027.
Broadstone Net Lease reported second-quarter 2026 revenue of $122.3 million, up from $113.0 million a year earlier, and net income of $40.3 million, or $0.21 per diluted share, versus $0.10 a year earlier. The company raised the low end of its full-year 2026 AFFO per share guidance to $1.55 to $1.57 from $1.53 to $1.57, citing strong year-to-date performance and investment activity.
Q2 2026 AFFO was $78.2 million, or $0.39 per diluted share, up 2.6% from the prior-year quarter as stated in the filing.
Full-year 2026 AFFO per share guidance is now $1.55 to $1.57, revised up from $1.53 to $1.57.
Guidance assumes real estate investments of $600 million to $800 million, up from $500 million to $625 million.
The company announced a $303 million build-to-suit development for a Fortune 20 investment-grade tenant in Colorado, with rent commencement anticipated by March 2027.
Broadstone Net Lease reported first quarter 2026 results, with revenues of $121.4 million and net income of $46.4 million, or $0.24 per diluted share, compared with $17.5 million, or $0.09 per share, a year earlier. AFFO rose 5.6% year over year to $76.9 million, or $0.38 per diluted share, and the company kept its 2026 AFFO guidance of $1.53 to $1.57 per diluted share unchanged.
Revenues were $121.4 million for the quarter ended March 31, 2026, up from $108.7 million in the same quarter of 2025.
AFFO was $76.9 million, or $0.38 per diluted share, versus $71.8 million, or $0.36 per share, a year earlier.
2026 AFFO guidance of $1.53 to $1.57 per diluted share was unchanged.
The company declared a quarterly dividend of $0.2925 per share, payable on or before July 15, 2026, to holders of record as of June 30, 2026.
Broadstone Net Lease reported fourth-quarter 2025 revenue of $118.3 million, up from $112.1 million a year earlier, with net income of $35.0 million, or $0.17 per diluted share, versus $0.14 a year earlier. The company kept its 2026 AFFO guidance of $1.53 to $1.57 per diluted share unchanged, which signals no change in its outlook for shareholders, while full-year 2025 net income fell 41.9% to $99.4 million.
Q4 2025 revenue $118.3 million vs. $112.1 million in Q4 2024; net income $35.0 million, or $0.17 per diluted share, vs. $0.14
Q4 2025 AFFO $75.8 million, or $0.38 per diluted share, up 5.6% from the prior year
Full-year 2025 net income $99.4 million, or $0.50 per diluted share, down 41.9%, mainly due to a $60.6 million smaller gain on sale of real estate
2026 AFFO guidance of $1.53 to $1.57 per diluted share unchanged; quarterly dividend declared at $0.2925 per share, payable April 15, 2026
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