US · Real Estate · REIT - Retail
EPS came in at 0.90 against a street estimate of 0.87 — a beat of 3.4%.
Analysts rate NNN REIT, Inc. a hold (3 buy, 12 hold, 3 sell out of 18) with an average price target of $46.75.
CONFIDENT NNN raised 2026 AFFO guidance to $3.55–$3.59, up from $3.54–$3.58. Occupancy hit 99.1%, bad debt ran 2 bps vs. 60 bps guided. Acquisition guidance raised to $750M; dispositions to $140M midpoint. 37 consecutive dividend increases. Q2 2026 No geographic segmentation disclosed in call. Analysts probed cap rate compression (margin, not risk), M&A tenant risk (leases insulate), and acquisition timing (confident H2 pipeline). Management emphasized discipline, matched duration, and relationship-sourced deal flow. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 13.92% |
| Vanguard Portfolio Management, LLC | 8.74% |
| FMR Inc | 5.96% |
| State Street Corp | 5.91% |
| AQR Capital Management LLC | 5.09% |
| Vanguard Capital Management, LLC | 4.46% |
| Victory Capital Management Inc. | 3.15% |
| Cohen & Steers Inc | 2.59% |
| Document | Date |
|---|---|
| Board / officer change · Q3 2026 NNN REIT, INC. — 8-K SUMMARY HEADLINE NUMBERS • No financial metrics disclosed in this 8-K filing • Document reports corporate governance changes onl | 2026-08-17 |
| Company announcement · Q3 2026 NNN REIT, INC. – 8-K SUMMARY HEADLINE NUMBERS • Company authorized to issue and sell up to 25,000,000 shares of common stock through new equity dist | 2026-08-07 |
| Quarterly report · Q2 2026 NNN REIT, INC. - 10-Q SUMMARY (QUARTER & SIX MONTHS ENDED JUNE 30, 2026) HEADLINE NUMBERS • Total Assets: $9,606,523 thousand (June 30, 2026) vs. $9 | 2026-08-05 |
| Results announced · Q3 2026 NNN REIT, INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net earnings per diluted share: $0.52 (Q2 2026) vs. $0.54 (Q2 2025) • Core FFO per dilu | 2026-08-05 |
| Material agreement · Q2 2026 NNN REIT, INC. - 8-K SUMMARY HEADLINE NUMBERS • Company increased term loan facility from $300 million to $500 million by exercising a $200 million | 2026-06-23 |
| Quarterly report · Q1 2026 NNN REIT, INC. — Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $9,422,291,000 (March 31, 2026) vs. $9,379,355,000 (December 31, 2025) — incr | 2026-04-30 |
| Proxy statement · Q2 2026 NNN REIT, INC. PROXY STATEMENT SUMMARY --- WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Election of seven directors to serve until the 2027 annual | 2026-03-23 |
| Annual report FY2025 NNN REIT, INC. – 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • 3,692 Properties owned across all 50 states, D.C., and Puerto Rico as of Decem | 2026-02-11 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.62 / share ex-date Oct 30, 2026 · pay Nov 13, 2026 | 2026-10-30 |
| Dividend | $0.62 / share ex-date Jul 31, 2026 · pay Aug 14, 2026 | 2026-07-31 |
| Dividend | $0.60 / share ex-date Apr 30, 2026 · pay May 15, 2026 | 2026-04-30 |
| Dividend | $0.60 / share ex-date Jan 30, 2026 · pay Feb 13, 2026 | 2026-01-30 |
| Dividend | $0.60 / share ex-date Oct 31, 2025 · pay Nov 14, 2025 | 2025-10-31 |
| Announcement | Date |
|---|---|
| Q2 2026 results; raised FFO guidance and acquisition volume outlook NNN REIT reported strong second-quarter 2026 results with solid growth across key metrics. The company increased its annualized dividend by 3.3% to $0.62 per share, marking its 37th consecut | 2026-08-05 |
| First quarter 2026 results announced; 2026 AFFO and FFO guidance raised NNN REIT reported strong Q1 2026 results and raised its full-year guidance. Key highlights: The company increased annualized base rent (ABR) by 6.9% year-over-year to $934.6 million and impr | 2026-04-30 |
| 2025 Annual Results and Initial 2026 AFFO Guidance Announced NNN REIT announced solid 2025 results and optimistic 2026 guidance. The company grew its core funds from operations (AFFO) per share by 2.7% to $3.44, with adjusted funds from operations (AF | 2026-02-11 |
| Increased 2025 Core FFO, AFFO guidance and acquisition volume guidance NNN REIT announced strong Q3 2025 results and raised its full-year guidance. The company reported net earnings of $0.51 per share, with Core FFO and AFFO per share growing 1.2% and 2.4% year | 2025-11-04 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.