Nov 4, 8:30 AM ET
NNN REIT reported third quarter 2026 results, with revenue of $249.7 million and diluted earnings of $0.57 per share, up from $0.51 a year earlier. Core FFO per diluted share rose to $0.90 from $0.85, but the company lowered the low and high ends of its 2026 earnings-per-share guidance (excluding certain gains, impairments and severance costs) by $0.01, while keeping its Core FFO and AFFO guidance unchanged.
- Q3 2026 diluted EPS $0.57 vs. $0.51 a year earlier; revenue $249.7 million vs. $230.2 million
- Core FFO per diluted share $0.90 vs. $0.85; AFFO per diluted share $0.91 vs. $0.86
- 2026 EPS guidance (excluding certain items) lowered to $2.00-$2.04 from $2.01-$2.05; Core FFO ($3.50-$3.54) and AFFO ($3.55-$3.59) guidance maintained
- 2026 disposition volume guidance raised to $160-$180 million from $120-$160 million
Read the filing on SEC.gov ↗
Aug 17, 4:30 PM ET
NNN REIT said Christina Chiu and Charles “Chaz” D. Mueller, Jr. will join its Board effective October 1, 2026, as part of staged succession planning. Director Betsy D. Holden plans to retire from the Board on February 19, 2027, and the Board expects both new directors to serve on the Audit Committee.
- Chiu and Mueller join the Board effective October 1, 2026.
- Holden's planned retirement from the Board is effective February 19, 2027.
- The Board expects to appoint both Chiu and Mueller to the Audit Committee.
- Chiu is President of Empire State Realty Trust; Mueller sits on the Board of Trustees of Vivmark Residential.
Read the filing on SEC.gov ↗
Aug 5, 8:30 AM ET
NNN REIT reported second quarter 2026 revenue of $244.3 million, up from $226.8 million a year earlier, and Core FFO per diluted share of $0.89, up from $0.84. Net earnings fell to $97.9 million, or $0.52 per diluted share, from $100.5 million, or $0.54. The company raised its 2026 Core FFO and AFFO per share guidance and its acquisition volume outlook, while lowering its net earnings per share guidance.
- Q2 2026 revenue $244.3 million vs. $226.8 million in Q2 2025; net earnings $97.9 million vs. $100.5 million
- Updated 2026 AFFO per share guidance $3.55-$3.59, up from $3.53-$3.59; Core FFO guidance $3.50-$3.54, up from $3.48-$3.54
- Updated 2026 net earnings per share guidance $2.01-$2.05, down from $2.02-$2.08
- Quarterly dividend raised 3.3% to $0.62 per share, payable August 14, 2026, the 37th consecutive annual increase
Read the filing on SEC.gov ↗
Jun 23, 4:34 PM ET
NNN REIT entered into amendments to its term loan and revolving credit agreements with Wells Fargo as administrative agent. The company exercised a $200 million incremental option, raising its senior unsecured term loan to $500 million, and lowered the SOFR-based margins on its term loan and revolver based on its current credit ratings. The filing says proceeds will fund general corporate purposes, and the added borrowing and lower pricing are the key changes for shareholders.
- Term loan facility increased by $200 million to $500 million; matures February 15, 2029, with two one-year extension options
- Term loan SOFR margin lowered to 0.800% from 0.850%; revolver margin lowered to 0.725% from 0.775%
- Company entered a $100 million forward starting swap fixing SOFR at 3.43% through February 15, 2029
- Amendments dated June 23, 2026; proceeds expected for general corporate purposes
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
