NNN REIT Appoints Edward Fritsch as New Board Chair
NNN REIT (NNN) announced the retirement of its long-serving board chair, Steven D. Cosler, effective February 18, 2026. Edward J. Fritsch, an independent director with extensive sector experience, has been appointed as the new chair. This leadership change is intended to ensure strong, cohesive governance as NNN continues to implement its long-term strategy, building on its solid operating fundamentals and consistent dividend growth.
Former Highwoods CEO Edward Fritsch takes NNN REIT chair role
NNN REIT announced that Steven D. Cosler retired as Board Chair effective February 18, 2026, and independent director Edward J. Fritsch has been appointed as his successor. Fritsch, a former CEO of Highwoods Properties and Nareit national chair, has served on NNN's board since 2012, bringing extensive REIT experience to his new role. The company highlighted Fritsch's long tenure and leadership experience as key to maintaining continuity and driving shareholder value.
NNN REIT, Inc. Announces Retirement of Board Chair and Replacement
NNN REIT, Inc. announced the retirement of its Board Chairperson, Steven D. Cosler, effective February 18, 2026. Edward J. Fritsch, an independent director with extensive REIT experience, has been appointed to succeed him as Chair. The company expressed gratitude for Mr. Cosler's contributions and leadership, particularly during market disruption, and looks forward to Mr. Fritsch's guidance.
Behavioral Patterns of NNN and Institutional Flows
This article from Stock Traders Daily analyzes the behavioral patterns and institutional flows for NNN (Nnn Reit Inc Com), providing AI-generated signals and trading strategies. It highlights key findings such as current strong positive sentiment in the near and mid-term, the absence of clear price positioning signals, and elevated downside risk due to a lack of long-term support signals. The article outlines specific position trading, momentum breakout, and risk hedging strategies, along with multi-timeframe signal analysis and calls to action for accessing real-time signals and personalized dashboards.
NNN REIT (NYSE:NNN) Hits New 1-Year High - What's Next?
Shares of NNN REIT (NYSE:NNN) reached a new 52-week high of $45.47, closing at $44.79 with significant trading volume. The company recently paid a quarterly dividend of $0.60, representing a 5.4% annual yield. Institutional investors have been actively trading NNN shares, with many increasing their stakes.
Dividend Growth And 2026 Guidance Might Change The Case For Investing In NNN REIT (NNN)
NNN REIT recently reported Q4 and full-year 2025 results, showing increased revenue but slightly lower net income compared to 2024. The company announced its 36th consecutive year of dividend growth and issued 2026 guidance for net earnings per share and AFFO. These updates, along with the company's focus on long, triple net leases and a diversified portfolio, are significant for evaluating its investment potential.
NNN REIT Extends Dividend Streak As Record 2025 Acquisitions Test Balance Sheet
NNN REIT (NYSE:NNN) announced its 36th consecutive year of dividend increases in 2025, alongside a record $900 million in property acquisitions. The company maintains high portfolio occupancy and long lease terms, supporting a consistent dividend payout below 70% of funds from operations. While the dividend streak and FFO growth are positive, analysts note concerns about interest coverage due to increased debt for acquisitions and reliance on sale-leaseback deals, emphasizing the need to monitor AFFO per share growth relative to balance sheet health.
NNN REIT Extends Dividend Streak As Record 2025 Acquisitions Test Balance Sheet
NNN REIT (NYSE:NNN) has extended its dividend growth streak to 36 consecutive years, demonstrating a commitment to predictable shareholder payouts. In 2025, the company made record property acquisitions exceeding $900 million, indicating a focus on portfolio expansion. While robust, analysts flag potential risks related to increased debt and reliance on tenant sale-leaseback deals, suggesting that interest coverage and tenant health are important factors to monitor.
Earnings call transcript: NNN REIT beats Q4 2025 forecasts, stock dips slightly
NNN REIT Inc. exceeded Q4 2025 earnings and revenue forecasts, reporting an EPS of $0.51 against a forecast of $0.4876 and revenue of $237.54 million. Despite these strong results and a record $900 million in acquisitions for 2025, the company's stock dipped slightly. The company projects continued growth for 2026 with an AFFO per share in the range of $3.52 to $3.58, and plans for $600 million in acquisitions.
NNN REIT (NNN) Q3 FFO Of US$610.5 Million Reinforces Income Focused Narrative
NNN REIT (NNN) reported strong Q3 FY 2025 revenue of US$230.2 million and FFO of US$610.5 million for the trailing twelve months, reinforcing its income-focused strategy. Despite a slight dip in net profit margin to 43.1%, the company maintains long-term net leases with e-commerce-resistant tenants. Investors are balancing the attractive valuation (P/E of 20.9x) and dividend yield of 5.57% against concerns about higher financing costs and interest coverage.
NNN REIT (NYSE:NNN) Hits New 12-Month High Following Analyst Upgrade
NNN REIT (NYSE:NNN) reached a new 52-week high after BNP Paribas Exane raised its price target to $44, despite maintaining an "underperform" rating. The company's Q4 FFO beat estimates and revenue increased, with management issuing strong FY2026 EPS guidance. However, GAAP EPS missed expectations, and the high payout ratio raises concerns about dividend sustainability.
NNN REIT, Inc. (NYSE:NNN) Q4 2025 Earnings Call Transcript
NNN REIT, Inc. (NYSE:NNN) announced its Q4 2025 earnings, reporting $0.507 EPS, which missed analyst expectations of $0.86. The earnings call transcript for the quarter was published on February 12, 2026, following the release of the results on February 11, 2026. This article provides access to the complete transcript from the earnings call.
BNP Paribas Exane Boosts NNN REIT (NYSE:NNN) Price Target to $44.00
BNP Paribas Exane has raised its price target for NNN REIT (NYSE:NNN) to $44.00 from $43.00, while maintaining an "underperform" rating. This adjustment follows NNN REIT's mixed Q4 results, which saw strong revenue and adjusted FFO metrics but missed GAAP EPS estimates, along with the announcement of significant acquisitions and FY 2026 EPS guidance. The company's record $900M in acquisitions aims to drive AFFO, though a modest 3.2% AFFO per-share growth target might temper investor enthusiasm despite high institutional ownership.
NNN REIT (NNN) Q3 FFO Of US$610.5 Million Reinforces Income Focused Narrative
NNN REIT reported steady Q3 FY 2025 results with revenue of US$230.2 million and basic EPS of US$0.51, alongside trailing twelve-month FFO of US$610.5 million. The company maintains a 43.1% net profit margin, attributed to its focus on long-term net leases with necessity-based tenants, despite slight margin compression. While NNN REIT trades at an attractive valuation, analysts highlight interest coverage risk due to elevated financing costs.
NNN REIT (NYSE:NNN) Posts Quarterly Earnings Results, Beats Estimates By $0.01 EPS
NNN REIT (NYSE:NNN) announced strong quarterly earnings, beating analyst estimates by $0.01 EPS with reported earnings of $0.87 per share and revenue of $238.4 million, marking a 9.1% year-over-year increase. The company also updated its FY 2026 EPS guidance and declared a quarterly dividend of $0.60. Analyst sentiment is mixed, with some upgrades and some trimmed price targets, yet the consensus remains "Hold" with a target of $43.71.
NNN REIT Stable Triple-Net Income with Decades of Dividend Growth
NNN REIT, Inc. is highlighted for its stable triple-net lease income and impressive dividend growth, having increased dividends for 36 consecutive years. The company's portfolio focuses on necessity-based retail properties, ensuring consistent rental income. Its conservative balance sheet and active investment strategy support continued shareholder returns.
NNN REIT: Fourth Quarter Earnings Overview
NNN REIT, a real estate investment trust based in Orlando, Florida, has announced fourth-quarter financial results that exceeded analyst expectations. The company reported funds from operations of $165 million, or 87 cents per share, surpassing the consensus estimate. Additionally, NNN REIT's revenue reached $238.4 million, with adjusted revenue at $237.5 million, both higher than anticipated.
NNN REIT, INC. SEC 10-K Report
NNN REIT, Inc. has released its 2025 10-K report, detailing strong financial and operational performance, including total revenues of $926.213 million and an occupancy rate of 98.3%. The company acquired 239 properties in 2025 as part of its strategic expansion while actively managing its capital structure. NNN faces challenges such as competition, tenant default risks, inflation, and interest rate fluctuations, but aims to mitigate these through diversification and maintaining high occupancy.
NNN REIT: Q4 Earnings Snapshot
NNN REIT, Inc. (NNN) reported fourth-quarter profitability measures that surpassed Wall Street's expectations. The real estate investment trust posted funds from operations of $165 million, or 87 cents per share, beating analyst estimates of 86 cents per share. The company also exceeded revenue forecasts with adjusted revenue of $237.5 million.
NNN REIT Stable Triple-Net Income with Decades of Dividend Growth
NNN REIT, Inc. is a retail-focused REIT known for its stable triple-net lease income and an impressive 36-year streak of dividend growth. The company maintains a conservative payout ratio and balance sheet, supporting continued dividend increases and growth through acquisitions, often via repeat tenant relationships. While the article acknowledges NNN's investment potential, it suggests that certain AI stocks may offer greater upside.
NNN REIT Stable Triple-Net Income with Decades of Dividend Growth
NNN REIT, Inc. (NNN) is a retail-focused real estate investment trust known for its stable triple-net income from freestanding properties leased to national and regional tenants. The company has a remarkable dividend history, achieving its 36th consecutive year of dividend growth in 2025, a feat accomplished by very few other companies. NNN maintains a conservative balance sheet and actively pursues acquisitions, primarily through sale-leaseback deals with existing tenants, ensuring continued income growth and dividend sustainability.
NNN REIT, Inc. (NYSE:NNN) Receives Average Rating of "Hold" from Analysts
NNN REIT, Inc. (NYSE:NNN) has received an average "Hold" rating from eight analyst firms, with a consensus 12-month price target of $43.71. Recent analyst actions include Deutsche Bank upgrading to "Buy" with a $47 price target, while other firms adjusted targets to around $43. The company also declared a quarterly dividend of $0.60, representing a 5.5% annual yield, and institutional investors collectively own nearly 90% of the stock.
NNN REIT (NNN) Q4 Earnings Preview: Key Estimates and Insights
NNN REIT (NNN) is projected to report Q4 Funds From Operations (FFO) of $0.85 per share and revenue of $233.39 million, with a declared dividend of $0.60 per share. Despite a recent credit rating downgrade, the company's strategic portfolio adjustments and long-term debt maturity are seen as potential drivers for future growth and enhanced earnings. The REIT, which primarily leases properties like convenience stores and restaurants, shows strong operational profitability but also a high debt-to-equity ratio and a significant dividend payout ratio, indicating both financial stability and some potential risks.
Should Deutsche Bank’s Upgrade Highlight NNN REIT’s (NNN) Diversification as a Core Risk-Management Edge?
Deutsche Bank recently upgraded NNN REIT to "Buy," citing its focus on long-term, triple-net retail and service-oriented leases across a diversified U.S. portfolio as a key risk-management feature. While the upgrade primarily impacts sentiment, the article emphasizes that NNN REIT's investment narrative still hinges on steady rental income from its diversified tenant base and upcoming Q4 2025 earnings, despite concerns about modest growth and borrowing costs. Furthermore, NNN REIT's shares may still be undervalued by up to 46% despite recent price increases.
NNN REIT (NNN) Projected to Post Quarterly Earnings on Wednesday
NNN REIT (NNN) is projected to release its Q4 2025 earnings before market open on Wednesday, February 11th, with analysts expecting $0.86 EPS and $233.37 million in revenue. The company recently declared a quarterly dividend of $0.60 per share, yielding 5.7%, and its stock is currently rated as a "Hold" by analysts with an average target price of $43.71. Institutional investors have adjusted their stakes in NNN, with hedge funds and other institutional investors owning 89.96% of the company's stock.
Deutsche Bank Sees Relative Opportunity at NNN REIT Despite Weak REIT Backdrop
Deutsche Bank has upgraded NNN REIT, Inc. (NYSE: NNN) to Buy with a $47 price target, seeing relative opportunity despite a weak broader REIT sector. The bank anticipates the REIT group will continue to lag the S&P 500, forecasting a 10.3% return for REITs compared to a 16.9% upside for the S&P 500. NNN REIT is viewed as a more defensive player due to its focus on retail and service-oriented properties with stable tenants and long-term leases, providing predictable income in a challenging macroeconomic environment.
NNN REIT Extends Dividend Streak As Valuation Screens Undervalued
NNN REIT has reaffirmed its quarterly dividend, continuing a 36-year streak of annual dividend growth, which highlights management's focus on income stability and long-term capital returns. The stock is currently trading below analyst targets and Simply Wall St's fair value estimate, suggesting it may be undervalued. Key factors for investors include rent growth, acquisitions, and the company's P/E ratio relative to its industry, while noting a flagged risk regarding interest payment coverage.
Will NNN REIT's (NNN) 36-Year Dividend Growth Streak Still Define Its Income Appeal?
NNN REIT (NNN) has announced a quarterly dividend of US$0.60 per share, continuing its 36-year streak of dividend increases. This reinforces its identity as a stable income investment, appealing to those prioritizing reliability over rapid growth, despite recent trims in 2025 earnings guidance and slight margin decreases. Investors are encouraged to consider the company's long-term triple net leases and focus on recurrent income, while also weighing risks such as slower earnings growth and softer interest coverage.
NNN REIT, INC. PRICES OFFERING OF $500 MILLION OF 5.500% SENIOR UNSECURED NOTES DUE 2034
NNN REIT, Inc. announced the pricing of its public offering of $500 million of 5.500% senior unsecured notes due 2034. The offering is expected to close on May 29, 2024, with interest payable semi-annually. Proceeds will be used to repay existing debt, fund future property acquisitions, and for general corporate purposes.
Ex-Dividend Reminder: Orchid Island Capital, Apple Hospitality REIT and NNN REIT
Orchid Island Capital (ORC), Apple Hospitality REIT (APLE), and NNN REIT (NNN) will trade ex-dividend on January 30, 2026, for their upcoming monthly or quarterly dividends. This article outlines the dividend amounts, their impact on stock prices, and provides historical dividend charts to help investors assess future yield stability. Current estimated annualized yields are 17.25% for ORC, 8.08% for APLE, and 5.69% for NNN.
Is NNN REIT (NNN) Pricing Reflect Its DCF And P/E Valuation Gap?
NNN REIT (NNN) appears significantly undervalued according to both Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratio analyses. The DCF model suggests a 45.6% discount compared to its intrinsic value of $77.54 per share, while its P/E ratio of 20.48x is below the industry average and Simply Wall St's Fair Ratio of 30.98x. This analysis indicates NNN REIT could be a valuable opportunity for investors.
NNN REIT Dividend Affirmed As Long-Term Income Appeal Evaluated
NNN REIT (NYSE:NNN) has reaffirmed its quarterly dividend, extending its 36-year streak of annual dividend growth, supported by rent growth and new acquisitions. The company's focus on single-tenant, net-lease retail properties provides predictable rental streams, making its 5.5%+ dividend yield attractive to income-focused investors. While analysts see NNN REIT as undervalued with expected earnings growth, a key risk highlighted is that interest payments are not well covered by earnings.
NNN REIT Dividend Affirmed As Long-Term Income Appeal Evaluated
NNN REIT (NYSE:NNN) has affirmed its quarterly dividend, continuing its 36-year streak of annual dividend growth, supported by rent growth and new acquisitions. The company's focus on single-tenant, net-lease retail properties provides predictable rental streams, making it appealing for income-focused investors looking for reliable cash payouts. Analysts view NNN REIT as good value, trading 45.6% below estimated fair value, with expectations of 3.93% annual earnings growth and a 5.69% dividend yield.
Why I Finally Bought This Magnificent 5.5%-Yielding Dividend Stock for Passive Income
The author, Matt DiLallo, discusses his recent decision to buy NNN REIT stock, a 5.5%-yielding dividend stock, for passive income. He highlights NNN REIT's straightforward business model, its strong and growing dividend, and its diversified portfolio of retail and service properties, emphasizing its potential to help achieve financial freedom through passive income. The article also compares NNN REIT to other prominent REITs like Realty Income, noting its solid balance sheet and consistent dividend growth.
UBS Trims NNN REIT Target, Sees 2026 as a Potential Turning Point for REIT Returns
UBS has lowered its price target for NNN REIT to $43 from $44 but maintains a Neutral rating, projecting 2026 as a pivotal year for REITs with expected total returns of 9%-11%. This optimistic outlook is based on improved macro conditions, attractive valuations, and easing supply pressures, although the year is anticipated to have a more defensive first half before stronger catalysts emerge. NNN REIT, known for its consistent dividend growth for over 36 years, recently declared a quarterly dividend of $0.60 per share, underscoring its stable, triple-net lease model and conservative financial strategy.
Is NNN REIT (NNN) Offering Value After Strong Multi Year Share Price Gains
NNN REIT has shown strong share price performance over multiple years, with recent returns including 12.8% over the last year and 37.6% over five years. A Discounted Cash Flow (DCF) analysis suggests the stock is currently undervalued by 45.1%, with an intrinsic value of $77.67 per share. Additionally, its current P/E ratio of 20.71x is below the industry average and its proprietary Fair Ratio, further indicating a potential undervaluation based on earnings.
NNN REIT: Resilient High-Yield Income With Long-Term Upside
NNN REIT offers a resilient high-yield income stream with a 5.7% yield and 36 years of consecutive dividend increases, supported by robust financials and solid portfolio quality. The stock trades at an attractive ~12.3x 2025 P/AFFO, boasts a 97.5% occupancy rate, and has a healthy 70% payout ratio. Despite potential risks from elevated capital costs, NNN provides a solid margin of safety and long-term upside for income-focused investors.
Common Dividend Declared by NNN REIT, Inc.
NNN REIT, Inc. (NYSE: NNN) announced a quarterly dividend of 60 cents per share, payable on February 13, 2026, to shareholders of record as of January 30, 2026. The company is notable for having increased its annual dividend for 36 or more consecutive years, making it one of only three publicly traded REITs to achieve this. NNN REIT focuses on investing in high-quality, long-term net lease properties across 50 states.
NNN REIT, Inc. (NYSE:NNN) Plans Quarterly Dividend of $0.60
NNN REIT, Inc. (NYSE:NNN) announced a quarterly dividend of $0.60 per share, payable on February 13th to shareholders of record on January 30th. This translates to an annualized dividend of $2.40 and a yield of 5.7%. While the current payout ratio is high at 115.9%, analysts anticipate a future EPS of $3.51, which would reduce the expected payout ratio to 68.4%.
NNN REIT (NNN) Maintains $0.60 Quarterly Dividend with 5.72% Yie
NNN REIT (NNN) has announced it will maintain its quarterly dividend at $0.60 per share, offering a forward yield of 5.72%. The company boasts a 36-year history of increasing annual dividends and shows strong operating margins and revenue growth. Despite its financial health, concerns exist regarding a high dividend payout ratio and an Altman Z-Score indicating potential distress.
Common Dividend Declared by NNN REIT, Inc.
NNN REIT (NYSE: NNN) has declared a quarterly common dividend of $0.60 per share, payable on February 13, 2026, to shareholders of record as of January 30, 2026. The company highlights its status as one of only three publicly traded REITs to have increased its annual dividend for 36 or more consecutive years. NNN REIT focuses its investments on high-quality properties primarily under long-term, net leases.
Common Dividend Declared by NNN REIT, Inc.
NNN REIT, Inc. announced a quarterly dividend of 60 cents per share, payable on February 13, 2026, to shareholders of record as of January 30, 2026. This declaration continues their streak of increasing annual dividends for 36 or more consecutive years. The company invests in high-quality, net-leased properties and owned 3,697 properties across 50 states as of September 30, 2025.
Common Dividend Declared by NNN REIT, Inc.
NNN REIT, Inc. has announced a quarterly dividend of 60 cents per share, payable on February 13, 2026, to shareholders of record as of January 30, 2026. The company, a real estate investment trust, is notable for having increased its annual dividend for 36 or more consecutive years. NNN REIT focuses on investing in high-quality properties primarily subject to long-term, net leases.
NNN REIT, Inc. Announces 2025 Dividend Tax Status
NNN REIT, Inc. announced the tax status of its 2025 dividends, classifying 95.3188% of dividends paid to common shareholders as a taxable distribution for federal income tax purposes. The company highlighted that its $2.36 per share common dividend in 2025 marked the 36th consecutive annual increase, attributing this to its disciplined investment strategy and diversified triple net lease portfolio. The announcement details the breakdown of total, ordinary, non-taxable, and Section 199A dividends per common stock share.
NNN REIT, Inc. Announces 2025 Dividend Tax Status
NNN REIT, Inc. announced the tax status of its 2025 dividends, with 95.3188% classified as a taxable distribution. The company highlighted its 36th consecutive annual dividend increase of $2.36 per share, attributing this to a disciplined investment strategy, prudent balance sheet management, and a durable triple net lease portfolio. As of September 30, 2025, NNN REIT owned 3,697 properties across 50 states.
SG Americas Securities LLC Has $3.08 Million Stake in NNN REIT, Inc. $NNN
SG Americas Securities LLC significantly increased its stake in NNN REIT, Inc. by 616.2% in Q3, now owning 72,410 shares valued at approximately $3.08 million. NNN REIT reported Q3 EPS in line with estimates and provided FY2025 guidance. The stock currently holds a consensus "Hold" rating from analysts with an average target price of $43.75.
Assessing NNN REIT’s (NNN) Valuation After Recent Total Return And Price Moves
NNN REIT (NNN) has seen a 3.5% decline in total return over the past 3 months but a 10.3% gain over the last year, with recent 7-day share price increases indicating renewed momentum. The stock is currently trading at US$40.49, which is considered a 47.1% intrinsic discount and undervalued compared to analyst targets, with a fair value estimated at US$44.54. This valuation is supported by the company's property acquisitions at favorable cap rates and long lease terms, suggesting durable growth in FFO and earnings, though risks include competition and tenant health.
Real estate trust NNN REIT to share Q4 2025 results on Feb. 11
NNN REIT (NYSE: NNN) is scheduled to release its fourth quarter 2025 earnings before market open on Wednesday, February 11, 2026. The company will host a conference call on the same day at 10:30 a.m. ET to discuss its financial and operating results. Historically, the stock has often traded down on fundamentally positive news.
UBS Adjusts NNN REIT's Price Target to $43 with Neutral Rating |
UBS has adjusted NNN REIT's price target to $43, down from $44, while maintaining a Neutral rating. This follows a series of analyst rating actions for NNN over recent months, with an average target price from 16 analysts at $44.25, suggesting a 7.32% upside from its current price. NNN REIT, a real estate investment trust focused on properties across the United States, holds an average brokerage recommendation of 2.9, indicating a "Hold" status.
NNN REIT, Inc. Announces Fourth Quarter 2025 Earnings Release Date and Conference Call Details
NNN REIT, Inc. (NYSE: NNN) is set to release its fourth-quarter 2025 financial results before market open on Wednesday, February 11, 2026. The company will host a conference call on the same day at 10:30 a.m. ET to discuss these results. A live webcast will be available on their website, and telephonic access and replay options are also provided.
