Brandywine Realty Trust (BDN) AI Stock Analysis

Brandywine Realty Trust is a full-service, integrated real estate investment trust operating in the United States. The company focuses primarily on ownership, development, leasing, and management of urban, town center, and transit-oriented properties across Philadelphia, Austin, and Washington, D.C. As of December 31, 2020, its portfolio encompassed 175 assets totaling 24.7 million square feet, excluding properties held for sale. The company employs 268 people and emphasizes environmental stewardship, community engagement, and sustainable portfolio management practices.

Revenue decreased at a 5-year CAGR of -2.0% from FY2020 to FY2025. Annual revenue reached $486.8M in FY2021, rose to $506.1M in FY2022 and $514.7M in FY2023, before falling 1.8% to $505.5M in FY2024 and 4.2% to $484.5M in FY2025. Operating margin moved from 19.2% in FY2021 to 16.7% in FY2025, while gross margin dropped to -11.1% in FY2025. Net income was -$196.8M in FY2023, -$195.9M in FY2024, and -$179.5M in FY2025. For the latest quarter ended June 30, 2026, quarterly revenue grew 14.1% year-over-year, while quarterly earnings grew 550.6%.

As of June 30, 2026, Brandywine Realty Trust held $41.0M in cash and short-term investments against $2.65B in total debt, resulting in net debt of $2.61B. Total assets stood at $3.54B and shareholders' equity was $691.2M, reflecting a debt-to-equity ratio of 3.84. In FY2025, operating cash flow generated $116.7M, which funded $113.4M in capital expenditures and $93.0M in dividends paid, yielding free cash flow of $3.3M.

BDN trades at a forward P/E of 5.7x, below the US-listed Real Estate median of 23.5x. Its price-to-sales ratio is 1.0x compared to the peer median of 3.7x, while its EV-to-EBITDA multiple is 15.4x compared to the peer median of 14.7x. Over the past year, the stock fell 20.3%, lagging the S&P 500 return of 16.8%. Over a 5-year span, the stock fell 66.8%, compared to an 83.0% gain for the benchmark index.

Brandywine Realty Trust pays an annual forward dividend of $0.32 per share, representing a dividend yield of 12.17%. The company distributes dividends quarterly and has paid dividends for 33 consecutive years. Over the last five years, the dividend has contracted at an annualized rate of -7.0%. The most recent ex-dividend date was October 8, 2026.

Wall Street coverage consists of 0 Strong Buy, 0 Buy, 3 Hold, 1 Sell, and 1 Strong Sell ratings. The mean price target of $3.00 implies an upside of 14.1% over the last close of $2.63. For the fiscal year ending December 31, 2026, analysts estimate an EPS of -$0.74 on revenue of $486.4M. The company beat EPS estimates in 1 of the last 4 quarters, with next earnings scheduled for October 21, 2026.

This page is an AI-written research summary of Brandywine Realty Trust (BDN). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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