Global Net Lease (NYSE:GNL) Updates FY 2026 Earnings Guidance

Global Net Lease (NYSE:GNL) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 0.800-0.840 for the period, compared to the consensus EPS estimate of 0.790. The company issued revenue guidance of -.

Analyst Upgrades and Downgrades

Several research firms recently commented on GNL. Citigroup restated an “outperform” rating on shares of Global Net Lease in a report on Monday, January 12th. BMO Capital Markets lowered shares of Global Net Lease from an “outperform” rating to a “market perform” rating and set a $10.00 price target on the stock. in a research report on Friday, April 17th. Cantor Fitzgerald raised shares of Global Net Lease to a “strong-buy” rating in a research report on Wednesday, February 4th. Citizens Jmp boosted their target price on shares of Global Net Lease from $9.00 to $10.00 and gave the stock a “market outperform” rating in a research report on Monday, January 12th. Finally, Wall Street Zen downgraded shares of Global Net Lease from a “buy” rating to a “hold” rating in a research note on Saturday, March 28th. One analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and one has given a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Buy” and a consensus target price of $10.40.

Global Net Lease Price Performance

NYSE GNL traded down $0.03 on Tuesday, hitting $9.15. 3,051,834 shares of the company were exchanged, compared to its average volume of 1,916,573. The company has a market cap of $1.95 billion, a P/E ratio of -7.68 and a beta of 1.03. Global Net Lease has a 1-year low of $6.77 and a 1-year high of $10.04. The company has a current ratio of 0.09, a quick ratio of 0.09 and a debt-to-equity ratio of 0.19. The firm has a 50 day moving average of $9.46 and a two-hundred day moving average of $8.89.

Global Net Lease (NYSE:GNL) last announced its quarterly earnings data on Tuesday, May 5th. The financial services provider reported $0.21 earnings per share for the quarter, topping the consensus estimate of $0.10 by $0.11. Global Net Lease had a negative return on equity of 7.64% and a negative net margin of 45.52%.Global Net Lease has set its FY 2026 guidance at 0.800-0.840 EPS.

Global Net Lease Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, April 17th. Stockholders of record on Monday, April 13th were paid a $0.19 dividend. The ex-dividend date of this dividend was Monday, April 13th. This represents a $0.76 dividend on an annualized basis and a dividend yield of 8.3%. Global Net Lease’s dividend payout ratio is -63.87%.

Key Stories Impacting Global Net Lease

Here are the key news stories impacting Global Net Lease this week:

• Positive Sentiment: Q1 results beat expectations: reported EPS/AFFO per share of $0.21 (vs. consensus ~$0.10 for EPS) and management reaffirmed FY?2026 AFFO guidance of $0.80–$0.84, which is slightly above street estimates — showing near?term cash?flow resilience. Global Net Lease Reports First Quarter 2026 Results
• Positive Sentiment: Announced acquisition of Modiv Industrial (enterprise value ~ $535M) in an all?stock, leverage?neutral deal expected to be immediately ~4% accretive to AFFO per share and to expand industrial exposure with long WALE and investment?grade tenants — no external capital required. Closing expected in Q3 2026. Global Net Lease to Acquire Modiv Industrial in $535 Million Transaction
• Positive Sentiment: Balance sheet and capital actions: net debt reduced by ~$1.3B YoY, liquidity increased to ~$911M, revolver capacity to $1.5B, and share repurchases of 19.7M shares (~$158M) — all supportive of credit profile and shareholder returns. Global Net Lease Reports First Quarter 2026 Results
• Neutral Sentiment: Ongoing portfolio repositioning: closed/under?contract dispositions of ~$132M (68% office), higher occupancy (97%) and a 25% reduction in annualized G&A — these change portfolio risk profile but timing/valuation of remaining dispositions is uncertain. Global Net Lease Reports First Quarter 2026 Results
• Negative Sentiment: Shareholder litigation risk: a law firm announced an investigation into the fairness of the Modiv merger, which could introduce deal uncertainty, legal costs or delays. $HAREHOLDER ALERT: The M-A Class Action Firm Announces An Investigation of Global Net Lease, Inc. (NYSE: GNL)
• Negative Sentiment: Underlying profitability metrics remain a concern: negative net margin (~?45.5%) and negative ROE (~?7.6%), AFFO and revenue declined YoY (AFFO $0.21 vs $0.29 prior year), which keeps fundamental performance under investor scrutiny despite the one?time and strategic improvements. Press Release / Q1 Financials PDF

Hedge Funds Weigh In On Global Net Lease

Institutional investors and hedge funds have recently modified their holdings of the business. Blair William & Co. IL grew its position in shares of Global Net Lease by 33.5% in the 3rd quarter. Blair William & Co. IL now owns 16,423 shares of the financial services provider’s stock valued at $134,000 after purchasing an additional 4,123 shares during the period. Franklin Resources Inc. acquired a new stake in shares of Global Net Lease in the 4th quarter valued at approximately $125,000. Landscape Capital Management L.L.C. acquired a new stake in shares of Global Net Lease in the 4th quarter valued at approximately $117,000. Cibc World Markets Corp acquired a new stake in shares of Global Net Lease in the 4th quarter valued at approximately $113,000. Finally, BTG Pactual Asset Management US LLC acquired a new stake in shares of Global Net Lease in the 2nd quarter valued at approximately $110,000. 61.19% of the stock is currently owned by institutional investors and hedge funds.

About Global Net Lease

Global Net Lease (NYSE: GNL) is a real estate investment trust (REIT) that focuses on acquiring and managing a diversified portfolio of single-tenant, net-lease commercial properties. The company’s business model centers on establishing long-term, triple-net leases with creditworthy tenants, enabling the pass-through of property operating expenses while aiming to provide predictable rental income and stable cash flows. Global Net Lease’s portfolio spans retail, industrial, office and light-industrial assets, each selected for its strategic location and tenant credit quality.

Since launching its initial public offering in April 2016, Global Net Lease has built a presence in key markets throughout the United States and Western Europe.