BDN
Brandywine Realty TrustBDN
BDN
About: Brandywine Realty Trust engaged in the acquisition, development, redevelopment, ownership, management, and operation of a portfolio of office, life science/lab, residential, and mixed-use properties. The company owned and managed properties within five segments. The Philadelphia CBD segment includes properties located in the City of Philadelphia in Pennsylvania. The Pennsylvania Suburbs segment includes properties in Chester, Delaware and Montgomery counties in the Philadelphia suburbs. The Austin, Texas segment includes properties in the City of Austin, Texas. The Metropolitan Washington, D.C. segment includes properties in Northern Virginia, Washington, D.C. and Southern Maryland. The Other segment includes properties in Camden County, New Jersey and New Castle County, Delaware.
Employees: 290
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
200% more funds holding in top 10
Funds holding in top 10: 1 [Q3] → 3 (+2) [Q4]
14% more repeat investments, than reductions
Existing positions increased: 96 | Existing positions reduced: 84
9% more capital invested
Capital invested by funds: $793M [Q3] → $865M (+$72.3M) [Q4]
5.09% more ownership
Funds ownership: 84.42% [Q3] → 89.5% (+5.09%) [Q4]
6% less funds holding
Funds holding: 281 [Q3] → 263 (-18) [Q4]
34% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 41
61% less call options, than puts
Call options by funds: $845K | Put options by funds: $2.19M
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$5
32%
upside
Avg. target
$5
32%
upside
High target
$5
32%
upside
1 analyst rating
0 positive
0%
1 neutral
100%
0 negative
0%
Evercore ISI Group Steve Sakwa 35% 1-year accuracy 17 / 48 met price target | 32%upside $5 | In-Line Maintained | 6 Feb 2025 |
Financial journalist opinion
Negative
Seeking Alpha
1 week ago
Mousetraps: 9 High-Yield REITS With Potentially Unsafe Dividends
The recent sell-off has increased the temptation to reach for some of the many high-yield REITs, but beware of "mousetrap" REITs with unsustainable dividends. Dividend safety is crucial; a cut can lead to plummeting share prices and reduced income, leaving investors with significant losses. Seeking Alpha Premium's Dividend Safety score helps identify risky REITs; grades range from A+ (safe) to F (high risk of cuts).
Neutral
Seeking Alpha
2 weeks ago
Capital First, Payouts Later: A Smarter Take On Dividend Investing
Mr. Market tends to panic at dividend cuts, reacting emotionally instead of rationally. Dividend cuts can create attractive entry points when driven by smart capital reallocation. I take a contrarian, long-term view — buying when others sell and focusing on cash flow, not headlines.
Neutral
Zacks Investment Research
1 month ago
Is the Options Market Predicting a Spike in Brandywine Realty Trust (BDN) Stock?
Investors need to pay close attention to Brandywine Realty Trust (BDN) stock based on the movements in the options market lately.
Neutral
GlobeNewsWire
1 month ago
Brandywine Realty Trust to Present at the Citi 2025 Global Property CEO Conference
PHILADELPHIA, Feb. 26, 2025 (GLOBE NEWSWIRE) -- Brandywine Realty Trust (NYSE:BDN) announced today that the Company will participate in a roundtable presentation at the Citi 2025 Global Property CEO Conference. The presentation will take place on Tuesday, March 4, 2025 at 7:30 a.m. Eastern Time and will last approximately 35 minutes.
Neutral
GlobeNewsWire
1 month ago
Brandywine Realty Trust Announces Common Quarterly Dividend, and Confirms First Quarter 2025 Earnings Release and Conference Call
PHILADELPHIA, Feb. 19, 2025 (GLOBE NEWSWIRE) -- Brandywine Realty Trust (NYSE:BDN) announced today that its Board of Trustees has declared a quarterly cash dividend of $0.15 per common share and OP Unit payable on April 17, 2025 to holders of record on April 3, 2025. The quarterly dividend is equivalent to an annual rate of $0.60 per share.
Neutral
GlobeNewsWire
2 months ago
Hospitality HQ's “Gather Food Hall & Bar” to Join Schuylkill Yards at the Bulletin Building
PHILADELPHIA, Feb. 12, 2025 (GLOBE NEWSWIRE) -- Brandywine Realty Trust (NYSE: BDN) today announced a new culinary destination is taking shape at Schuylkill Yards. Gather Food Hall & Bar will bring together six local vendors and an elevated bar, offering a mix of global flavors in a lively, contemporary setting.
Positive
Seeking Alpha
2 months ago
Brandywine Realty Trust: A Little Bit Of Patience Could Make You Very Rich (Rating Upgrade)
Brandywine Realty Trust is currently at the low point when looking at Funds From Operations due to elevated JV related costs. The company is in a transitional phase, while the market seems to be focused short term. This article provides a detailed analysis (including Q4 2026 FFO estimates) that should provide important information to investors interested in deep value REITs.
Positive
Seeking Alpha
2 months ago
REITs Lead On Earnings Uplift
US equity markets posted a mixed performance this week, while benchmark interest rates rebounded from two-month lows, as investors saw grounds for Fed hawkishness across a critical slate of employment data. The U.S. economy added 143k jobs in January. Upward revisions to prior months and strong wage growth metrics indicated that labor markets remain "healthy" at minimum, and perhaps even "tight." Following a decline of 1% last week sparked by "DeepSeek" concerns, the S&P 500 retreated by 0.2%, relinquishing an early week rally. The Small-Cap and Mid-Cap indexes dipped 1%.
Negative
Seeking Alpha
2 months ago
Brandywine Realty Q4 Earnings: Unsustainable Trends Are Emerging
Brandywine Realty faces a challenging 2025 despite significant liquidity improvements and high leasing activity, earning a Hold rating post-Q4 earnings. BDN's ambitious business plan included $300 million in dispositions and operational improvements, but sustainability of cash flow and payout ratios remain concerns. The push into life sciences amid market oversupply and high vacancy rates poses additional risks, with key projects lagging in lease-up activity.
Neutral
Seeking Alpha
2 months ago
Brandywine Realty Trust (BDN) Q4 2024 Earnings Call Transcript
Start Time: 09:00 January 1, 0000 10:04 AM ET Brandywine Realty Trust (NYSE:BDN ) Q4 2024 Earnings Conference Call February 05, 2025, 09:00 AM ET Company Participants Gerry Sweeney - President and CEO Tom Wirth - EVP and CFO George Johnstone - EVP, Operations Dan Palazzo - SVP and CAO Conference Call Participants Steve Sakwa - Evercore ISI Anthony Paolone - JPMorgan Dylan Burzinski - Green Street Upal Rana - KeyBanc Capital Markets Michael Lewis - Truist Securities Michael Griffin - Citi Operator Good day, and thank you for standing by. Welcome to the Brandywine Realty Trust Fourth Quarter 2024 Earnings Call.
Charts implemented using Lightweight Charts™