NNN REIT Inc Stock Price, News & Analysis

NNN REIT (NYSE: NNN) reported the tax characterization of its 2025 common dividends. The company paid a $2.36 per share common dividend and classified 95.3188% as ordinary taxable dividends (box 1a), with 4.6812% as non‑taxable distributions (box 3). The company also reported 95.3188% of dividends as eligible for the Section 199A qualified business income deduction. The $2.36 payout marked NNN's 36th consecutive annual dividend increase.

NNN REIT (NYSE: NNN) will release its Q4 2025 results before market open on Wednesday, February 11, 2026. The company will host a conference call the same day at 10:30 a.m. ET to discuss financial and operating results.

A live webcast will be available on the company website and participants can join by phone at 888-506-0062 (U.S.) or 973-528-0011 (international) using participant code 423417. A telephonic replay is available through Wednesday, February 25, 2026 at 877-481-4010 (U.S.) or 919-882-2331 (international) with replay code 53462.

NNN REIT (NYSE: NNN) closed a $300 million senior unsecured delayed draw term loan facility with a six-month delayed draw and an accordion to increase the facility to $500 million. The Term Loan matures on February 15, 2029 and includes two one-year extension options. No funds have been drawn to date. Based on current credit ratings, the applicable margin is 0.85%. The company expects to use future proceeds for general corporate purposes.

NNN also entered into forward starting swaps totaling $200 million that fix SOFR at 3.22% through January 15, 2029, and amended its existing $1.2 billion senior unsecured revolving credit facility to remove a 10-basis point SOFR credit spread adjustment. Joint lead arrangers included Wells Fargo Securities and BofA Securities.

NNN REIT (NYSE: NNN) reported third quarter 2025 results and raised 2025 guidance on Nov 4, 2025. Core FFO and AFFO per share were $0.85 and $0.86 in Q3, up 1.2% and 2.4% YoY. Revenues were $230.2M and net earnings were $0.51 per diluted share. The company closed $283.0M of investments in Q3 and $748.0M year-to-date, and increased 2025 acquisition guidance to $850–$950M and disposition guidance to $170–$200M. Balance sheet highlights: $1.4B available liquidity, gross debt $4.95B, weighted debt maturity 10.7 years. Quarterly dividend: $0.60 (payable Nov 14, 2025).

NNN REIT (NYSE: NNN) announced a quarterly common dividend of $0.60 per share, payable November 14, 2025 to shareholders of record as of October 31, 2025.

NNN is noted as one of only three publicly traded REITs that has increased its annual dividend for 36 or more consecutive years.

NNN REIT (NYSE:NNN) has scheduled its third quarter 2025 earnings release for Tuesday, November 4, 2025, before market opening. The company will host a conference call at 10:30 a.m. ET the same day to discuss financial and operating results.

Investors can access the live webcast through the company's website at www.nnnreit.com. For those joining by phone, U.S. participants can dial 888-506-0062 (international: 973-528-0011) using participant code 738951. A replay will be available until November 11, 2025, accessible by dialing 877-481-4010 (international: 919-882-2331) with code 53003.

NNN REIT (NYSE:NNN) reported strong Q2 2025 results and raised its guidance. The company achieved net earnings of $0.54 per share and grew Core FFO and AFFO per share by 1.2% to $0.84 and $0.85 respectively. Key highlights include $232.5 million in investments at a 7.4% initial cash cap rate and property sales of $51.2 million.

The REIT strengthened its balance sheet by issuing $500 million in senior unsecured notes and announced a 3.4% increase in quarterly dividend to $0.60, marking its 36th consecutive annual dividend increase. The company improved its 2025 guidance, increasing acquisition volume by $100 million and raising Core FFO guidance midpoint by $0.01 per share.

Portfolio metrics remain strong with 98.0% occupancy rate across 3,663 properties, and the company maintains a robust liquidity position of $1.4 billion pro forma.

NNN REIT (NYSE:NNN) has appointed Joshua P. Lewis as Executive Vice President and Chief Investment Officer. Lewis, who has been with the company since 2008, most recently served as Senior Vice President and Head of Acquisitions since August 2022. Prior to joining NNN, he spent 13 years at BofA Securities in real estate capital markets and investment banking.

Lewis brings extensive experience in real estate investments, structuring, negotiation, and deal execution. CEO Steve Horn emphasized Lewis's proven track record as a pragmatic leader and skilled negotiator, highlighting his contribution to the company's portfolio growth and understanding of NNN's long-term strategy.

NNN REIT (NYSE:NNN) has announced a quarterly dividend increase to 60 cents per share, representing a 3.4% increase from the previous dividend. The dividend will be payable on August 15, 2025 to shareholders of record as of July 31, 2025.

This marks NNN's 36th consecutive annual dividend increase, making it one of only three publicly traded REITs to achieve this milestone. CEO Steve Horn attributes this consistent growth to the company's long-term perspective, disciplined capital allocation strategy, and strong balance sheet position.