Every material Form 8-K NNN Reit filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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
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.
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
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
NNN REIT reported first quarter 2026 results on April 30, 2026, with revenue of $240.4 million, up from $230.9 million a year earlier, while net earnings fell to $94.0 million from $96.5 million. The company raised its 2026 AFFO and Core FFO per share guidance by one cent at each end of the range.
Revenue of $240.4 million vs. $230.9 million in Q1 2025; net earnings of $94.0 million vs. $96.5 million.
Diluted EPS of $0.50 vs. $0.51; AFFO per diluted share of $0.87, unchanged year over year.
2026 AFFO per share guidance raised to $3.53 to $3.59 from $3.52 to $3.58; Core FFO per share guidance raised to $3.48 to $3.54 from $3.47 to $3.53.
Portfolio occupancy was 98.6% at March 31, 2026, up from 97.7% a year earlier.
NNN REIT announced that Chair Steven D. Cosler retired from its Board effective February 18, 2026, and that independent director Edward J. Fritsch will succeed him as Chair. The change is a board leadership transition with no financial results or guidance included in the filing.
Steven D. Cosler retired from the Board effective February 18, 2026; he had served on the Board since August 2016 and as Chair since May 2021.
Edward J. Fritsch, a director since February 2012, becomes Chair upon Mr. Cosler's retirement.
Mr. Fritsch is a former President and CEO of Highwoods Properties, Inc. (retired 2019).
NNN REIT reported fourth-quarter and full-year 2025 results and initial 2026 guidance. Full-year revenue rose to $926.2 million from $869.3 million and Core FFO per diluted share rose to $3.41 from $3.32, but GAAP net earnings per diluted share fell to $2.07 from $2.15. The company guided 2026 AFFO per share to $3.52 to $3.58, which it says is a 3.2% increase at the midpoint over the prior year.
Full-year 2025 revenue was $926.2 million, up from $869.3 million in 2024; fourth-quarter revenue was $238.4 million, up from $218.5 million.
Full-year 2025 net earnings per diluted share were $2.07, down from $2.15; fourth-quarter net earnings per diluted share were $0.51, down from $0.52.
Full-year 2025 Core FFO per diluted share was $3.41 versus $3.32, and AFFO per diluted share was $3.44 versus $3.35.
Initial 2026 guidance: Core FFO per share $3.47 to $3.53 and AFFO per share $3.52 to $3.58.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every NNN Reit filing is on SEC EDGAR ↗. 8-K briefs of other companies →