NNN REIT, INC. — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 28/100
What the filing says
NNN REIT reported Q3 2026 Core FFO per diluted share of $0.90 (5.9% YoY growth) and AFFO per share of $0.91 (5.8% growth). Portfolio occupancy rose to 99.2% with 3,817 properties and 10.1-year weighted average lease term. The company invested $221.7M in Q3 (7.3% cap rate) and $658.1M YTD, sold 32 properties for $50.7M, and raised $89.5M in net equity proceeds via ATM. The company maintained 2026 Core FFO ($3.50–$3.54/share) and AFFO ($3.55–$3.59/share) guidance but raised disposition volume guidance to $160–$180M from $120–$160M. Declared quarterly dividend of $0.62/share (6.0% annualized yield, 68% AFFO payout ratio).
Why this rating
Solid operational execution with modest FFO growth. Relative to $8.1B market cap, $658M YTD acquisitions and $89.5M equity raises are immaterial; portfolio management routine. No transformational deal, guidance maintained, balance sheet stable.
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