NNN REIT (NNN) Stock Overview
Invests in high-quality properties subject generally to long-term, net leases with minimal ongoing capital expenditures. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 1/6 |
| Past Performance | 2/6 |
| Financial Health | 0/6 |
| Dividends | 6/6 |
NNN Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$46.42
FV
0.2% overvalued intrinsic discount8.21%
Revenue growth p.a.
6
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NNN REIT, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$46.51 |
| 52 Week High | US$48.15 |
| 52 Week Low | US$38.90 |
| Beta | 0.78 |
| 1 Month Change | 1.13% |
| 3 Month Change | 5.49% |
| 1 Year Change | 7.84% |
| 3 Year Change | 7.54% |
| 5 Year Change | -4.12% |
| Change since IPO | 353.76% |
Recent News & Updates
New Narrative • Jul 08
NNN - National Retail Properties Inc. | I'm on 75% position and waiting to buy more.
NNN REIT looks like one of those companies that rarely makes noise, yet steadily builds trust over time through a simple, transparent, and highly disciplined business model. The core of the investment case lies in its triple-net structure, supported by a portfolio of 3,711 properties across 50 states and leased to about 400 tenants, which immediately conveys broad and tangible diversification.
Narrative Update • Jun 16
NNN: Pipeline Execution And Occupancy Strength Will Shape Fair 2026 Outlook
Analysts have nudged the NNN REIT price target higher to $47, a $1 move that they link to intact fundamentals in the net lease group and the potential for execution on investment pipelines to support a return toward historical valuation multiples. Analyst Commentary Recent Street research around NNN REIT centers on how the stock is valued relative to its history and the broader REIT group, with the latest price target adjustments clustered in the mid to high US$40s.Seeking Alpha • Jun 13
NNN REIT: Stability Over Growth Can Be Buyable
Summary NNN REIT remains a buy for its unmatched defensive profile and disciplined acquisition strategy, favoring small, high-quality deals. NNN boasts a diversified portfolio with 3,700+ properties, 98.6% occupancy, and a 10.2-year WALT, reflecting robust tenant health and lease management. Management raised 2026 AFFO and core FFO guidance, now targeting 3.5% AFFO growth, with a conservative 68.4% payout ratio supporting 36 consecutive dividend increases. NNN trades at a 13.1x forward P/FFO, below sector peers, offering value and stability for income-focused investors despite macroeconomic and rate risks. Read the full article on Seeking AlphaRecent updates
New Narrative • Jul 08
NNN - National Retail Properties Inc. | I'm on 75% position and waiting to buy more.
NNN REIT looks like one of those companies that rarely makes noise, yet steadily builds trust over time through a simple, transparent, and highly disciplined business model. The core of the investment case lies in its triple-net structure, supported by a portfolio of 3,711 properties across 50 states and leased to about 400 tenants, which immediately conveys broad and tangible diversification.Narrative Update • Jun 16
NNN: Pipeline Execution And Occupancy Strength Will Shape Fair 2026 Outlook
Analysts have nudged the NNN REIT price target higher to $47, a $1 move that they link to intact fundamentals in the net lease group and the potential for execution on investment pipelines to support a return toward historical valuation multiples. Analyst Commentary Recent Street research around NNN REIT centers on how the stock is valued relative to its history and the broader REIT group, with the latest price target adjustments clustered in the mid to high US$40s.Seeking Alpha • Jun 13
NNN REIT: Stability Over Growth Can Be Buyable
Summary NNN REIT remains a buy for its unmatched defensive profile and disciplined acquisition strategy, favoring small, high-quality deals. NNN boasts a diversified portfolio with 3,700+ properties, 98.6% occupancy, and a 10.2-year WALT, reflecting robust tenant health and lease management. Management raised 2026 AFFO and core FFO guidance, now targeting 3.5% AFFO growth, with a conservative 68.4% payout ratio supporting 36 consecutive dividend increases. NNN trades at a 13.1x forward P/FFO, below sector peers, offering value and stability for income-focused investors despite macroeconomic and rate risks. Read the full article on Seeking AlphaNarrative Update • Jun 01
NNN: Fair Outlook As Pipeline Execution And Capital Costs Shape 2026 Balance
The analyst fair value estimate for NNN REIT has edged up from about $45.97 to $46.10. This reflects a series of modest price target increases across the Street, as analysts point to intact fundamentals for net lease REITs and the potential for re rating if investment pipelines are executed well.Narrative Update • May 15
NNN: Fair Outlook As Acquisition Spreads And Capital Costs Shape 2026 Balance
Analysts have nudged the consolidated fair value estimate for NNN REIT higher from about $45.43 to roughly $45.97. This reflects a series of recent price target increases from firms such as Citi, Morgan Stanley, Barclays, Evercore ISI, UBS, and BofA that highlight updated views on acquisition activity, investment spreads, and expected investment levels across triple net REITs. Analyst Commentary Recent research paints a mixed picture for NNN REIT, with several firms lifting price targets while at least one has turned more cautious on the stock.Narrative Update • Apr 27
NNN: Post Rally Rating Shifts And 2026 Guidance Will Frame Balanced Outlook
Analysts nudged the fair value estimate for NNN REIT higher by about $0.20 to $45.43, reflecting modest adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions after a series of recent price target revisions across the Street. Analyst Commentary Recent research has focused on incremental price target revisions and one rating downgrade, providing a mixed but informative set of views on NNN REIT's valuation and execution.Narrative Update • Apr 09
NNN: Acquisition Pipeline And 2026 Guidance Will Shape Post Rally Rating Resets
Analysts have nudged the consolidated price target for NNN REIT up by about $1 to around $46, citing updated views on acquisition activity, investment spreads, and relative growth compared with other net lease REITs. Analyst Commentary Recent research on NNN REIT paints a mixed picture, with several firms lifting price targets while others shift to more cautious ratings. For you as an investor, the key themes cluster around acquisition execution, investment spreads, and how growth lines up against peers in the net lease group.Narrative Update • Mar 26
NNN: Acquisition Activity And 2026 Guidance Will Balance Mixed Rating Shifts
The analyst price target for NNN REIT edges up by about $0.08 to roughly $45.23, with recent research highlighting updated views on acquisition activity, investment spreads, and relative growth versus peers as key drivers behind the adjustment. Analyst Commentary Recent research on NNN REIT presents a mixed view, with several firms adjusting price targets higher while at least one moves to a more neutral stance on the shares.Narrative Update • Mar 12
NNN: Acquisition Activity And 2026 Guidance Will Shape Fairly Priced Outlook
The Analyst Price Target for NNN REIT edges up from $44.54 to $45.16, as analysts point to sustained acquisition activity, continued investment spreads, and potential upside from higher investment volumes following recent sector research updates. Analyst Commentary Recent Street research on NNN REIT has centered on how acquisition activity, investment spreads, and sector level views are feeding into valuation targets and ratings.Seeking Alpha • Apr 21
NNN REIT: Top-Tier Pick In The REIT Space
Summary NNN stands out for long-term investors due to its disciplined investment approach and strong balance sheet management, thriving even in uncertain markets. The recent market volatility from Trump's tariff announcements underscores the value of stable, defensive investments like NNN, which has a proven track record. NNN has a 40-year history of rewarding shareholders and boasts 35 consecutive years of annual dividend increases, offering a nearly 5.6% starting yield. In times of market uncertainty, prioritizing time-tested businesses like NNN, which has thrived through various economic environments, is crucial for a stable investment portfolio. Read the full article on Seeking AlphaSeeking Alpha • Mar 27
NNN REIT: Income Stability In An Unstable Market
Summary Despite tenant headwinds, NNN REIT shows solid AFFO growth and remains attractive for income-oriented investors with a strong dividend yield and conservative payout ratio. NNN REIT's financial performance is robust, with stable FFO and revenue, despite macroeconomic challenges and tenant issues. The REIT's conservative management, strong cash flow, and low payout ratio ensure consistent income and long-term growth potential. Economic uncertainty and tenant troubles may limit short-term upside, but NNN REIT's fundamentals and valuation present a compelling buy opportunity for long-term investors. Read the full article on Seeking AlphaSeeking Alpha • Mar 19
NNN REIT: No Obvious Reason To Jump In Right Now
Summary The spread between the implied cap rate for the Nareit Free Standing subsector and the US 10-year Treasury has narrowed, indicating potential downward pricing pressure. NNN REIT's current deal flow pipeline is expected to come in at tighter spreads, implying less accretion to the bottom line. There is also an insufficient margin of safety between an unbiased measure of fair value and the total return picture for NNN. For these three reasons, we are reiterating our hold recommendation for NNN stock at the current quotation. Read the full article on Seeking AlphaSeeking Alpha • Feb 16
NNN REIT: Collecting Almost 6% From Commercial Real Estate Without The Headaches
Summary I am bullish on NNN REIT due to its strong portfolio, high occupancy rates, and undervaluation compared to peers, offering potential for capital appreciation and dividend income. NNN's triple net lease structure minimizes landlord responsibilities, making it an attractive investment for passive income without the hassles of property management. Despite recent share price declines, NNN's consistent revenue and EBITDA growth, along with a 5.74% dividend yield, indicate strong long-term performance potential. Risks include sensitivity to interest rates and economic conditions, but NNN's diversified tenant base and long-term leases provide stability and growth opportunities. Read the full article on Seeking AlphaSeeking Alpha • Feb 03
NNN REIT: Buy This Dividend Champion On Sale Now
Summary NNN REIT offers an outsized dividend that's well-covered and positioned to keep growing. The triple net lease REIT's revenue and core FFO per share rose in Q3. NNN enjoys a BBB+ credit rating from S&P on a stable outlook. The REIT's shares look to be priced 20% below fair value. NNN could be poised for double-digit annual total returns over the next few years. Read the full article on Seeking AlphaSeeking Alpha • Jan 16
NNN REIT: Navigating High Rates With A Rock-Solid 6% Yield
Summary NNN, the second-largest REIT in the triple net lease sector, faces challenges from rising interest rates and inflation, impacting its performance. Despite underperformance, NNN's extensive and geographically diversified property portfolio, along with a strong balance sheet and disciplined capital allocation, presents a buying opportunity. NNN's dividend yield is attractive at over 6%, with a history of steady increases, making it appealing for investors seeking income. Valuation models indicate NNN is trading at a discount, with a fair value estimate of $50 per share, justifying a "buy" rating. Read the full article on Seeking AlphaSeeking Alpha • Jan 02
My New Year Means Much Bigger Income: NNN REIT
Summary 2025 is here, meaning it's time to explore ways to continue your portfolio's income growth. Buying bedrock investments means you can have a solid, reliable base level of income annually. Organic growth plus reinvestment equals explosive income growth. Read the full article on Seeking AlphaSeeking Alpha • Dec 24
NNN REIT: A Luxurious Dip Has Emerged
Summary NNN REIT has declined abruptly in the past month, largely due to systematic factors. Despite its recent underperformance, we believe NNN is undervalued and presents a buy-the-dip opportunity ahead of 2025. Higher yields and political uncertainty have pressured REITs, but we think the market has overreacted to these factors. The U.S. economy's robust GDP growth and healthy inflation should support asset-level returns, making NNN REIT a compelling investment. Compelling fundamentals, telling valuation metrics, and a respectable dividend track record place this REIT near the top of our list. Read the full article on Seeking AlphaSeeking Alpha • Dec 01
NNN REIT: Valuation Becomes More Tempting
Summary NNN REIT faces pressure from rising Treasury yields and tenant issues but remains optimistic about resolving challenges with tenants like Frisch's and Conn's. Despite relatively lower-quality tenants, NNN maintains strong occupancy rates and has a 35-year streak of dividend increases, with a current yield of 5.5%. NNN's valuation is attractive, trading below its historical P/AFFO range, making it appealing despite higher risk-free rates and tenant issues. I find NNN and O more attractive due to their lower valuations compared to ADC, which has shown resilience in its share price. Read the full article on Seeking AlphaSeeking Alpha • Nov 20
NNN REIT: Portfolio Starting To Show Cracks?
Summary I recommend NNN REIT, Inc. as a buy for long-term investors due to its attractive valuation, strong fundamentals, and double-digit upside potential. Despite current tenant issues, NNN's conservative payout ratio and robust balance sheet ensure dividend safety and provide flexibility to navigate future challenges. NNN's recent earnings beat expectations, with strong occupancy rates and strategic acquisitions, highlighting its potential for stable income and growth. Management's confidence in recapturing rent and the REIT's long operating history during turbulent times bolster my positive outlook for NNN REIT. Read the full article on Seeking AlphaSeeking Alpha • Nov 01
What Has Just Happened To NNN REIT? I'm In
Summary The market wasn't satisfied with NNN's Q3 results, which resulted in a sell-off. However, I believe the results were solid and in line with management's expectations. One shouldn't expect high growth with NNN, as its uniquely defensive capital allocation strategy has a different approach. Shareholders are rewarded with steadily growing dividends and attractive valuation to make up for lower growth prospects. Read the full article on Seeking AlphaSeeking Alpha • Oct 10
NNN REIT: Collect A 5% Yield From This REIT Powerhouse
Summary NNN REIT, Inc. is a well-managed REIT with a 99.3% lease rate, strong dividend coverage, and a history of dividend increases over 35 years. The trust's portfolio is diversified with long-term leases, minimal short-term expirations, and a low dividend payout ratio of 68%, ensuring dividend safety and growth. With an AFFO multiple of 14.3x and a 5% dividend yield, NNN is attractively valued compared to peers like Realty Income. Potential risks include reliance on acquisitions for AFFO growth, but overall, NNN REIT is a solid buy for passive income investors. Read the full article on Seeking AlphaSeeking Alpha • Sep 29
Why NNN REIT Remains A Top Income Pick
Summary NNN REIT offers a solid 4.8% dividend yield with a conservative 67% AFFO payout ratio and 35 years of consecutive dividend growth. NNN's strong balance sheet, diversified portfolio, and accretive acquisitions position it well to handle economic and interest rate uncertainties. Despite modest near-term FFO growth, potential rate cuts and steady rent escalations combined with acquisitions provide long-term growth prospects. NNN remains a reliable 'buy and hold' choice for income-focused investors seeking stable, income-generating stocks. Read the full article on Seeking AlphaSeeking Alpha • Sep 04
NNN Is Breaking Out In Anticipation Of The Rate Cut Cycle
Summary NNN REIT is a real estate investment trust with a diversified portfolio and high occupancy rates across 49 states. NNN is a dividend aristocrat with a history of annual dividend increases, and is likely to benefit from the upcoming interest rate reduction cycle. Lower interest rates are expected to increase the value of commercial properties, support NNN's dividend growth, and ease pressure on tenants' expenses. Shares should appreciate as this plays out. Read the full article on Seeking AlphaSeeking Alpha • Aug 28
Seeking Stability? NNN REIT Will Do The Job, But I Have One Concern
Summary NNN REIT remains a 'buy' for stability-seeking investors due to its strong track record and attractive risk-to-reward ratio, despite limited upside potential. The Company is undervalued based on its P/FFO multiple. However, the slight discount is justified due to low investment volume. NNN's investment volume lags behind peers like ADC and EPRT, which negatively impacts its growth prospects. Nevertheless, NNN can serve greatly as a stability pillar in a well-structured portfolio. Read the full article on Seeking Alpha
New Narrative • Aug 27
Robust Portfolio Growth Faces Uncertainty Amid Market Volatilities And Questionable Acquisition Strategy
Reliance on relationship tenants and asset sale strategy for growth could pose risks if market conditions or tenant financial health change.Seeking Alpha • Aug 05
NNN REIT: Diverse REIT With Well-Supported Dividend
Summary NNN REIT offers exposure to a diverse tenant portfolio that has maintained a high occupancy rating over the last two decades. The current dividend yield sits at 5% and offers a large margin of safety with FFO covering the dividend by 143%. NNN's recent earnings report shows strong FFO and continued investments in new properties to grow their overall portfolio and annualized base rent. NNN is trading at a price to AFFO ratio that undercuts the sector median. Additionally, my dividend discount calculation suggests a potential upside of about 10%. There are some vulnerabilities, with top tenants like 7-Eleven and Walgreens rapidly closing stores throughout the country. We are yet to see how this will impact NNN's rent collection. Read the full article on Seeking AlphaSeeking Alpha • Jul 27
NNN REIT: Here's What To Expect From Upcoming Earnings Release
Summary NNN is a triple net lease REIT with 3,546 properties leased to 385 tenants across 49 states. Its close peers, ADC and EPRT released solid Q2 2024 results, which make me optimistic about the upcoming release of NNN. I expect more investment activity, upheld / slightly improved business metrics, positive investment spreads, and a continually strong balance sheet. As the risk-to-reward ratio remains attractive, I uphold the earlier recommended 'buy' for stability-seeking investors. Read the full article on Seeking AlphaSeeking Alpha • Jul 02
NNN REIT: High And Stable Income At A Low Price
Summary NNN REIT's dividend yield is attractive at 5.35%, there is more than adequate coverage, and it has been increasing distributions for 33 years. The portfolio is very widely diversified and net leases provide stable long-term income which makes the shares a good fit for dividend portfolios. Though there are some risks, the prospects outweigh them because of the currently low price NNN is trading at in relation to the AFFO expectations. Read the full article on Seeking AlphaSeeking Alpha • Jun 26
National Retail Properties: 5.4% Yield, Upcoming Dividend Hike And Cheap
Summary National Retail Properties is a well-managed, diversified REIT with long-term dividend growth potential. The trust has consistently raised its dividend for 34 years and is poised for another hike in the third quarter. National Retail Properties offers a higher margin of dividend safety compared to peers and has a solid track record of performance. Read the full article on Seeking AlphaSeeking Alpha • Jun 04
NNN REIT: Still A Great Buy For Value And Income
Summary Few REITs can match the dividend growth track record of NNN REIT. The triple net lease REIT's revenue and core FFO per share grew during the first quarter. In late May, NNN utilized its investment-grade balance sheet to secure more debt at relatively low interest rates. Shares of the REIT look to be trading well below my fair value estimate. NNN could be positioned to deliver robust total returns in the next few years. Read the full article on Seeking AlphaSeeking Alpha • Apr 28
NNN REIT: A High-Quality REIT To Buy Now On Sale
Summary The only viable way to afford retirement is through building a steady stream of passive income. NNN logged modest core FFO per share growth in 2023 and more growth should lie ahead. The REIT's BBB+ credit rating from S&P affords it opportunities to access capital on reasonably attractive terms. NNN's shares could be priced at a 16% discount to fair value. Cumulative total returns through 2026 could be appealing from the current share price. Read the full article on Seeking AlphaSeeking Alpha • Apr 04
NNN REIT: A Good Income Producer At A Slight Discount
Summary The current spread between the cap rate of the Free Standing Retail subsector and the 10-year Treasury is only 233 basis points versus a historic average of 373 basis points. Despite this, NNN is able to achieve a 100 basis point investment spread over their cost of capital. In terms of equity, one measure suggests that it is available at a 76 basis point discount which translates to about an 8.6% discount to fair value. Read the full article on Seeking AlphaSeeking Alpha • Mar 23
NNN REIT: This Net Lease REIT Continues To Dominate The Sector
Summary NNN REIT is a top-tier net lease REIT that has steadily grown the dividend for 34 consecutive years. Over the past twelve months, NNN has materially outperformed the sector at large. We look at five key metrics comparing NNN against Realty Income, W.P. Carey, Agree Realty, and NETSTREIT. Read the full article on Seeking AlphaSeeking Alpha • Feb 20
NNN REIT: A Better Source Of Income Than Money Markets
Summary NNN REIT is a blue-chip net lease REIT with a 30+ year track record of growing its bottom line and dividend. NNN owns a portfolio of small assets, generating steady cash flows, comparable to Realty Income. The company reported solid Q4 results, with revenues beating expectations, and has a nearly fully leased portfolio with low occupancy and collection risk. Read the full article on Seeking AlphaSeeking Alpha • Feb 12
NNN REIT Q4: A Wonderful REIT At A Great Price
Summary NNN REIT continues to perform well, beating FFO estimates and growing their portfolio with $800 million in acquisition volume, their third highest year since 2007. The company maintains a secure dividend with a conservative payout ratio of roughly 69%. NNN REIT is currently trading at an attractive price, below its 5-year average, with potential for price appreciation if interest rates are cut. Full-year FFO guidance for 2024 is expected to be slightly higher than 2023 at $3.25 to $3.31. Higher interest rates will continue to be a headwind with some not expecting rate cuts until May instead of March. Read the full article on Seeking AlphaShareholder Returns
| NNN | US Retail REITs | US Market | |
|---|---|---|---|
| 7D | -2.1% | -0.02% | -0.4% |
| 1Y | 7.8% | 22.7% | 18.4% |
Return vs Industry: NNN underperformed the US Retail REITs industry which returned 22.7% over the past year.
Return vs Market: NNN underperformed the US Market which returned 18.4% over the past year.
Price Volatility
| NNN volatility | |
|---|---|
| NNN Average Weekly Movement | 2.5% |
| Retail REITs Industry Average Movement | 3.0% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: NNN has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: NNN's weekly volatility (2%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1984 | 85 | Steve Horn | www.nnnreit.com |
NNN REIT, Inc. invests in high-quality properties subject generally to long-term, net leases with minimal ongoing capital expenditures. As of March 31, 2026, the Company owned 3,711 properties in all 50 states, the District of Columbia and Puerto Rico with a gross leasable area of approximately 39.6 million square feet and a weighted average remaining lease term of 10.1 years. NNN REIT, Inc. was incorporated in August 1984 in Maryland and is based in Orlando, Florida.
NNN REIT, Inc. Fundamentals Summary
| NNN fundamental statistics | |
|---|---|
| Market cap | US$8.92b |
| Earnings (TTM) | US$386.55m |
| Revenue (TTM) | US$935.78m |
22.9x
P/E Ratio9.5x
P/S RatioIs NNN overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| NNN income statement (TTM) | |
|---|---|
| Revenue | US$935.78m |
| Cost of Revenue | US$37.81m |
| Gross Profit | US$897.98m |
| Other Expenses | US$511.43m |
| Earnings | US$386.55m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
Aug 05, 2026
| Earnings per share (EPS) | 2.03 |
| Gross Margin | 95.96% |
| Net Profit Margin | 41.31% |
| Debt/Equity Ratio | 110.4% |
How did NNN perform over the long term?
See historical performance and comparisonDividends
5.2%
Current Dividend Yield70%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/09 22:19 |
| End of Day Share Price | 2026/07/09 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
NNN REIT, Inc. is covered by 30 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Wesley Golladay | Baird |
| Richard Hightower | Barclays |
| Nathan Crossett | BNP Paribas |