NNN REIT
About: NNN REIT Inc is a real estate investment trust that invests in and develops properties throughout the United States. The company generates revenue from leasing properties to tenants, including convenience stores, automotive services, fitness centers, theatres, restaurants, and banks. Rents from convenience stores and restaurants contribute the majority proportion of total revenue. The maximum of the company's properties are located in the South and Southeast of the United States.
Employees: 83
0
Funds holding %
of 7,312 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
50% more funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 3 (+1) [Q1 2025]
12% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 163
2% more capital invested
Capital invested by funds: $7.03B [Q4 2024] → $7.16B (+$132M) [Q1 2025]
2% more call options, than puts
Call options by funds: $8.96M | Put options by funds: $8.8M
2% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 62
2% less funds holding
Funds holding: 486 [Q4 2024] → 477 (-9) [Q1 2025]
2.48% less ownership
Funds ownership: 91.82% [Q4 2024] → 89.34% (-2.48%) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$43
0%
upside
Avg. target
$44
3%
upside
High target
$46
7%
upside
3 analyst ratings
1 positive
33%
2 neutral
67%
0 negative
0%
Evercore ISI Group James Kammert | 2%upside $44 | In-Line Maintained | 2 Jul 2025 |
Barclays Richard Hightower | 7%upside $46 | Overweight Maintained | 21 May 2025 |
UBS Michael Goldsmith | 0%downside $43 | Neutral Maintained | 13 May 2025 |
Financial journalist opinion
Based on 18 articles about NNN published over the past 30 days
Positive
The Motley Fool
3 days ago
Dividend Yields Are Near Record Lows. Here's Where You Can Lock in a Bigger Payday.
With stocks in rally mode in recent months, the S&P 500 's dividend yield is declining. It's approaching 1.2%, which is near its record low, last hit in 2000.
Positive
Seeking Alpha
3 days ago
I'm Building Passive Income With 2 Dividend Aristocrats
Building a meaningful passive income stream can be a great achievement, enabling wealth to snowball. I highlight 2 Dividend Aristocrats that carry competitive advantages and which could outshine over the long run. Both companies carry strong balance sheets, offer well-covered dividends, and trade at attractive valuations.
Positive
Seeking Alpha
4 days ago
Cash Flow Matters: Two Cheap Stocks With Relatively Secure Dividends And Upside Potential
Despite new S&P highs, I expect continued market volatility and see a 50/50 chance of recession in the next 6–12 months. The Fed's reluctance to cut rates, ongoing trade tensions, and potential stagflation keep me cautious, even as market sentiment turns greedy. Realty Income remains attractive for dividend investors due to its diversified portfolio, strong balance sheet, and proactive management despite tenant challenges.
Positive
Seeking Alpha
6 days ago
NNN REIT: 5% Dividend Yield Backed By 35 Years Of Growth
NNN REIT demonstrates resilience, managing tenant issues effectively and highlighting the strengths of the net lease model amid interest rate headwinds. The company maintains high occupancy, a strong balance sheet, and a long track record of dividend growth, supporting continued investor confidence. While growth rates are modest due to sector dynamics and refinancing pressures, the current high dividend yield offers attractive total return potential.
Positive
Seeking Alpha
1 week ago
The Bulls Are Back
U.S. equity markets surged to fresh record-highs as investors cheered a confluence of positive headlines: a temporary ceasefire in the Middle East, productive trade talks, and progress on tax cuts. Oil prices tumbled after the U.S. destroyed a trio of Iranian nuclear facilities in a formidable and decisive show of force, eliciting a ceasefire between Israel and Iran. Traders priced in additional rate cuts as tumbling oil prices and economic data that remains devoid of meaningful inflation prompted dovish dissents from several Fed officials.
Positive
Seeking Alpha
2 weeks ago
NNN REIT: Collect The Yield From This Net Lease Champ
National Retail Properties offers a safe, well-covered 5.5% dividend yield, supported by consistent mid-single digit AFFO growth and strong lease metrics. The REIT's portfolio is expanding steadily through acquisitions, maintaining high occupancy rates and reliable cash flow for passive income investors. NNN trades at a reasonable AFFO multiple, presenting a value opportunity compared to peers, with a proven track record of dividend growth and safety.
Neutral
PRNewsWire
2 weeks ago
NNN REIT, Inc. Announces Second Quarter 2025 Earnings Release Date and Conference Call Details
ORLANDO, Fla. , June 25, 2025 /PRNewswire/ -- NNN REIT, Inc. (NYSE: NNN) ("NNN" or the "Company"), a real estate investment trust, today announced that it will release its results for the second quarter 2025, before the market opens on Tuesday, August 5, 2025.
Positive
Seeking Alpha
2 weeks ago
How To Play REITs From Here
REITs are attractive for income-focused investors, especially retirees, due to required high payouts and current undervaluation from elevated interest rates. Interest rates heavily influence REIT performance; while rates remain high, this is an opportunity to accumulate quality REITs for long-term gains. I highlight Agree Realty, NNN REIT, and Alexandria Real Estate Equities as fundamentally sound picks with double-digit upside potential over the next 1–2 years.
Positive
Seeking Alpha
2 weeks ago
Dividend Stocks I Would Bet My Retirement On
Building a portfolio of dividend machines is a great way to fund a retirement. I share two types of stocks that I would bet my retirement on. I share some of my top dividend income picks of the moment.
Neutral
PRNewsWire
2 weeks ago
NNN REIT, INC. PRICES OFFERING OF $500 MILLION OF 4.600% SENIOR UNSECURED NOTES DUE 2031
ORLANDO, Fla. , June 24, 2025 /PRNewswire/ -- NNN REIT, Inc. (NYSE: NNN) (the "Company" or "NNN"), a real estate investment trust, today announced that it has priced its public offering of $500,000,000 of 4.600% senior unsecured notes due 2031 (the "notes").
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