NNN REIT Crescita futura

Criteri Future verificati 1/6

NNN REIT prevede che gli utili e i ricavi cresceranno rispettivamente di 5.1% e 4.6% all'anno. Si prevede che l'EPS crescerà di 2.7% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 9.2% in 3 anni.

Informazioni chiave

5.1%

Tasso di crescita degli utili

2.70%

Tasso di crescita dell'EPS

Retail REITs crescita degli utili	-1.9%
Tasso di crescita dei ricavi	4.6%
Rendimento futuro del capitale proprio	9.18%
Copertura analitica	Good
Ultimo aggiornamento	20 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Aggiornamento della narrazione • May 15

NNN REIT: Collecting Almost 6% From Commercial Real Estate Without The Headaches

Summary I am bullish on NNN REIT due to its strong portfolio, high occupancy rates, and undervaluation compared to peers, offering potential for capital appreciation and dividend income. NNN's triple net lease structure minimizes landlord responsibilities, making it an attractive investment for passive income without the hassles of property management. Despite recent share price declines, NNN's consistent revenue and EBITDA growth, along with a 5.74% dividend yield, indicate strong long-term performance potential. Risks include sensitivity to interest rates and economic conditions, but NNN's diversified tenant base and long-term leases provide stability and growth opportunities. Read the full article on Seeking Alpha

Seeking Alpha • Feb 03

NNN REIT: Buy This Dividend Champion On Sale Now

Summary NNN REIT offers an outsized dividend that's well-covered and positioned to keep growing. The triple net lease REIT's revenue and core FFO per share rose in Q3. NNN enjoys a BBB+ credit rating from S&P on a stable outlook. The REIT's shares look to be priced 20% below fair value. NNN could be poised for double-digit annual total returns over the next few years. Read the full article on Seeking Alpha

Seeking Alpha • Jan 16

NNN REIT: Navigating High Rates With A Rock-Solid 6% Yield

Summary NNN, the second-largest REIT in the triple net lease sector, faces challenges from rising interest rates and inflation, impacting its performance. Despite underperformance, NNN's extensive and geographically diversified property portfolio, along with a strong balance sheet and disciplined capital allocation, presents a buying opportunity. NNN's dividend yield is attractive at over 6%, with a history of steady increases, making it appealing for investors seeking income. Valuation models indicate NNN is trading at a discount, with a fair value estimate of $50 per share, justifying a "buy" rating. Read the full article on Seeking Alpha

Seeking Alpha • Jan 02

My New Year Means Much Bigger Income: NNN REIT

Summary 2025 is here, meaning it's time to explore ways to continue your portfolio's income growth. Buying bedrock investments means you can have a solid, reliable base level of income annually. Organic growth plus reinvestment equals explosive income growth. Read the full article on Seeking Alpha

Seeking Alpha • Dec 24

NNN REIT: A Luxurious Dip Has Emerged

Summary NNN REIT has declined abruptly in the past month, largely due to systematic factors. Despite its recent underperformance, we believe NNN is undervalued and presents a buy-the-dip opportunity ahead of 2025. Higher yields and political uncertainty have pressured REITs, but we think the market has overreacted to these factors. The U.S. economy's robust GDP growth and healthy inflation should support asset-level returns, making NNN REIT a compelling investment. Compelling fundamentals, telling valuation metrics, and a respectable dividend track record place this REIT near the top of our list. Read the full article on Seeking Alpha

Seeking Alpha • Dec 01

NNN REIT: Valuation Becomes More Tempting

Summary NNN REIT faces pressure from rising Treasury yields and tenant issues but remains optimistic about resolving challenges with tenants like Frisch's and Conn's. Despite relatively lower-quality tenants, NNN maintains strong occupancy rates and has a 35-year streak of dividend increases, with a current yield of 5.5%. NNN's valuation is attractive, trading below its historical P/AFFO range, making it appealing despite higher risk-free rates and tenant issues. I find NNN and O more attractive due to their lower valuations compared to ADC, which has shown resilience in its share price. Read the full article on Seeking Alpha

Seeking Alpha • Nov 20

NNN REIT: Portfolio Starting To Show Cracks?

Summary I recommend NNN REIT, Inc. as a buy for long-term investors due to its attractive valuation, strong fundamentals, and double-digit upside potential. Despite current tenant issues, NNN's conservative payout ratio and robust balance sheet ensure dividend safety and provide flexibility to navigate future challenges. NNN's recent earnings beat expectations, with strong occupancy rates and strategic acquisitions, highlighting its potential for stable income and growth. Management's confidence in recapturing rent and the REIT's long operating history during turbulent times bolster my positive outlook for NNN REIT. Read the full article on Seeking Alpha

Seeking Alpha • Nov 01

What Has Just Happened To NNN REIT? I'm In

Summary The market wasn't satisfied with NNN's Q3 results, which resulted in a sell-off. However, I believe the results were solid and in line with management's expectations. One shouldn't expect high growth with NNN, as its uniquely defensive capital allocation strategy has a different approach. Shareholders are rewarded with steadily growing dividends and attractive valuation to make up for lower growth prospects. Read the full article on Seeking Alpha

Seeking Alpha • Oct 10

NNN REIT: Collect A 5% Yield From This REIT Powerhouse

Summary NNN REIT, Inc. is a well-managed REIT with a 99.3% lease rate, strong dividend coverage, and a history of dividend increases over 35 years. The trust's portfolio is diversified with long-term leases, minimal short-term expirations, and a low dividend payout ratio of 68%, ensuring dividend safety and growth. With an AFFO multiple of 14.3x and a 5% dividend yield, NNN is attractively valued compared to peers like Realty Income. Potential risks include reliance on acquisitions for AFFO growth, but overall, NNN REIT is a solid buy for passive income investors. Read the full article on Seeking Alpha

Seeking Alpha • Sep 29

Why NNN REIT Remains A Top Income Pick

Summary NNN REIT offers a solid 4.8% dividend yield with a conservative 67% AFFO payout ratio and 35 years of consecutive dividend growth. NNN's strong balance sheet, diversified portfolio, and accretive acquisitions position it well to handle economic and interest rate uncertainties. Despite modest near-term FFO growth, potential rate cuts and steady rent escalations combined with acquisitions provide long-term growth prospects. NNN remains a reliable 'buy and hold' choice for income-focused investors seeking stable, income-generating stocks. Read the full article on Seeking Alpha

Seeking Alpha • Sep 04

NNN Is Breaking Out In Anticipation Of The Rate Cut Cycle

Summary NNN REIT is a real estate investment trust with a diversified portfolio and high occupancy rates across 49 states. NNN is a dividend aristocrat with a history of annual dividend increases, and is likely to benefit from the upcoming interest rate reduction cycle. Lower interest rates are expected to increase the value of commercial properties, support NNN's dividend growth, and ease pressure on tenants' expenses. Shares should appreciate as this plays out. Read the full article on Seeking Alpha

Seeking Alpha • Aug 28

Seeking Stability? NNN REIT Will Do The Job, But I Have One Concern

Summary NNN REIT remains a 'buy' for stability-seeking investors due to its strong track record and attractive risk-to-reward ratio, despite limited upside potential. The Company is undervalued based on its P/FFO multiple. However, the slight discount is justified due to low investment volume. NNN's investment volume lags behind peers like ADC and EPRT, which negatively impacts its growth prospects. Nevertheless, NNN can serve greatly as a stability pillar in a well-structured portfolio. Read the full article on Seeking Alpha

Nuova narrazione • Aug 27

Robust Portfolio Growth Faces Uncertainty Amid Market Volatilities And Questionable Acquisition Strategy

Reliance on relationship tenants and asset sale strategy for growth could pose risks if market conditions or tenant financial health change.

Seeking Alpha • Aug 05

NNN REIT: Diverse REIT With Well-Supported Dividend

Summary NNN REIT offers exposure to a diverse tenant portfolio that has maintained a high occupancy rating over the last two decades. The current dividend yield sits at 5% and offers a large margin of safety with FFO covering the dividend by 143%. NNN's recent earnings report shows strong FFO and continued investments in new properties to grow their overall portfolio and annualized base rent. NNN is trading at a price to AFFO ratio that undercuts the sector median. Additionally, my dividend discount calculation suggests a potential upside of about 10%. There are some vulnerabilities, with top tenants like 7-Eleven and Walgreens rapidly closing stores throughout the country. We are yet to see how this will impact NNN's rent collection. Read the full article on Seeking Alpha

Seeking Alpha • Jul 27

NNN REIT: Here's What To Expect From Upcoming Earnings Release

Summary NNN is a triple net lease REIT with 3,546 properties leased to 385 tenants across 49 states. Its close peers, ADC and EPRT released solid Q2 2024 results, which make me optimistic about the upcoming release of NNN. I expect more investment activity, upheld / slightly improved business metrics, positive investment spreads, and a continually strong balance sheet. As the risk-to-reward ratio remains attractive, I uphold the earlier recommended 'buy' for stability-seeking investors. Read the full article on Seeking Alpha

Seeking Alpha • Jul 02

NNN REIT: High And Stable Income At A Low Price

Summary NNN REIT's dividend yield is attractive at 5.35%, there is more than adequate coverage, and it has been increasing distributions for 33 years. The portfolio is very widely diversified and net leases provide stable long-term income which makes the shares a good fit for dividend portfolios. Though there are some risks, the prospects outweigh them because of the currently low price NNN is trading at in relation to the AFFO expectations. Read the full article on Seeking Alpha

Seeking Alpha • Jun 26

National Retail Properties: 5.4% Yield, Upcoming Dividend Hike And Cheap

Summary National Retail Properties is a well-managed, diversified REIT with long-term dividend growth potential. The trust has consistently raised its dividend for 34 years and is poised for another hike in the third quarter. National Retail Properties offers a higher margin of dividend safety compared to peers and has a solid track record of performance. Read the full article on Seeking Alpha

Seeking Alpha • Jun 04

NNN REIT: Still A Great Buy For Value And Income

Summary Few REITs can match the dividend growth track record of NNN REIT. The triple net lease REIT's revenue and core FFO per share grew during the first quarter. In late May, NNN utilized its investment-grade balance sheet to secure more debt at relatively low interest rates. Shares of the REIT look to be trading well below my fair value estimate. NNN could be positioned to deliver robust total returns in the next few years. Read the full article on Seeking Alpha

Seeking Alpha • Apr 28

NNN REIT: A High-Quality REIT To Buy Now On Sale

Summary The only viable way to afford retirement is through building a steady stream of passive income. NNN logged modest core FFO per share growth in 2023 and more growth should lie ahead. The REIT's BBB+ credit rating from S&P affords it opportunities to access capital on reasonably attractive terms. NNN's shares could be priced at a 16% discount to fair value. Cumulative total returns through 2026 could be appealing from the current share price. Read the full article on Seeking Alpha

Seeking Alpha • Apr 04

NNN REIT: A Good Income Producer At A Slight Discount

Summary The current spread between the cap rate of the Free Standing Retail subsector and the 10-year Treasury is only 233 basis points versus a historic average of 373 basis points. Despite this, NNN is able to achieve a 100 basis point investment spread over their cost of capital. In terms of equity, one measure suggests that it is available at a 76 basis point discount which translates to about an 8.6% discount to fair value. Read the full article on Seeking Alpha

Seeking Alpha • Mar 23

NNN REIT: This Net Lease REIT Continues To Dominate The Sector

Summary NNN REIT is a top-tier net lease REIT that has steadily grown the dividend for 34 consecutive years. Over the past twelve months, NNN has materially outperformed the sector at large. We look at five key metrics comparing NNN against Realty Income, W.P. Carey, Agree Realty, and NETSTREIT. Read the full article on Seeking Alpha

Seeking Alpha • Feb 20

NNN REIT: A Better Source Of Income Than Money Markets

Summary NNN REIT is a blue-chip net lease REIT with a 30+ year track record of growing its bottom line and dividend. NNN owns a portfolio of small assets, generating steady cash flows, comparable to Realty Income. The company reported solid Q4 results, with revenues beating expectations, and has a nearly fully leased portfolio with low occupancy and collection risk. Read the full article on Seeking Alpha

Seeking Alpha • Feb 12

NNN REIT Q4: A Wonderful REIT At A Great Price

Summary NNN REIT continues to perform well, beating FFO estimates and growing their portfolio with $800 million in acquisition volume, their third highest year since 2007. The company maintains a secure dividend with a conservative payout ratio of roughly 69%. NNN REIT is currently trading at an attractive price, below its 5-year average, with potential for price appreciation if interest rates are cut. Full-year FFO guidance for 2024 is expected to be slightly higher than 2023 at $3.25 to $3.31. Higher interest rates will continue to be a headwind with some not expecting rate cuts until May instead of March. Read the full article on Seeking Alpha

Seeking Alpha • Jan 19

NNN REIT: A Rare Dividend/Value Pick

Summary NNN REIT owns and manages retail properties across the US, with a focus on the Southeast markets. It has experienced decent growth at a moderate use of leverage, and its strong liquidity makes for a very healthy solvency profile. The high dividend yield appears to be very attractive coming from such a reliable dividend grower, and the shares are trading at a considerable discount to NAV. Read the full article on Seeking Alpha

Seeking Alpha • Dec 18

NNN REIT: A Dividend Aristocrat Worth Buying

Summary NNN REIT is a net lease REIT with a well-performing portfolio of small assets leased to various tenants. The company has a 34-year history of increasing its dividend, making it one of the safest companies in the sector. NNN has been able to acquire properties at solid discounts and expects cap rates to expand further, increasing its portfolio and FFO per share. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:NNN - Stime future degli analisti e dati finanziari passati (USD Millions )
Data	Ricavi	Utili	Flusso di cassa libero	Liquidità dell'operazione	Avg. Numero di analisti
12/31/2028	1,067	447	N/A	N/A	6
12/31/2027	1,025	422	N/A	N/A	11
12/31/2026	973	396	N/A	N/A	12
3/31/2026	936	387	651	651	N/A
12/31/2025	926	389	667	667	N/A
9/30/2025	906	391	659	659	N/A
6/30/2025	895	392	647	647	N/A
3/31/2025	885	398	648	648	N/A
12/31/2024	869	396	636	636	N/A
9/30/2024	867	395	639	639	N/A
6/30/2024	854	404	624	624	N/A
3/31/2024	839	396	622	622	N/A
12/31/2023	828	392	612	612	N/A
9/30/2023	810	386	604	604	N/A
6/30/2023	799	367	602	602	N/A
3/31/2023	787	343	595	595	N/A
12/31/2022	773	334	578	578	N/A
9/30/2022	762	308	581	581	N/A
6/30/2022	749	298	563	563	N/A
3/31/2022	737	293	572	572	N/A
12/31/2021	726	264	568	568	N/A
9/30/2021	702	255	555	555	N/A
6/30/2021	681	228	543	543	N/A
3/31/2021	665	202	483	483	N/A
12/31/2020	661	210	450	450	N/A
9/30/2020	671	212	452	452	N/A
6/30/2020	681	218	454	454	N/A
3/31/2020	682	247	486	486	N/A
12/31/2019	670	258	N/A	502	N/A
9/30/2019	656	227	N/A	505	N/A
6/30/2019	643	242	N/A	479	N/A
3/31/2019	634	234	N/A	485	N/A
12/31/2018	623	258	N/A	472	N/A
9/30/2018	614	293	N/A	457	N/A
6/30/2018	606	272	N/A	435	N/A
3/31/2018	596	260	N/A	434	N/A
12/31/2017	585	217	N/A	422	N/A
9/30/2017	576	207	N/A	431	N/A
6/30/2017	563	196	N/A	443	N/A
3/31/2017	548	190	N/A	430	N/A
12/31/2016	534	200	N/A	415	N/A
9/30/2016	519	180	N/A	377	N/A
6/30/2016	507	184	N/A	361	N/A
3/31/2016	494	178	N/A	346	N/A
12/31/2015	483	162	N/A	341	N/A
9/30/2015	472	173	N/A	343	N/A
6/30/2015	459	166	N/A	326	N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di NNN ( 5.1% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di NNN ( 5.1% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di NNN cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di NNN ( 4.6% all'anno) crescerà più lentamente rispetto al mercato US ( 11.7% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di NNN ( 4.6% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di NNN sarà basso tra 3 anni ( 9.2 %).

Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

Dati	Ultimo aggiornamento (ora UTC)
Analisi dell'azienda	2026/05/22 14:52
Prezzo dell'azione a fine giornata	2026/05/22 00:00
Utili	2026/03/31
Utili annuali	2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

Pacchetto	Dati	Tempistica	Esempio Fonte USA ^*
Dati finanziari della società	10 anni	Conto economico Rendiconto finanziario Bilancio	Modulo SEC 10-K Modulo SEC 10-Q
Stime di consenso degli analisti	+3 anni	Previsioni finanziarie Obiettivi di prezzo degli analisti	Rapporti di ricerca degli analisti Blue Matrix
Prezzi di mercato	30 anni	Prezzi delle azioni Dividendi, scissioni e azioni	Dati di mercato ICE Modulo SEC S-1
Proprietà	10 anni	Top azionisti Insider trading	Modulo 4 SEC Modulo 13D SEC
Gestione	10 anni	Team di leadership Consiglio di amministrazione	Modulo SEC 10-K Modulo SEC DEF 14A
Sviluppi principali	10 anni	Annunci aziendali	Modulo 8-K SEC

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

NNN REIT, Inc. è coperta da 31 analisti. 12 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

Analista	Istituzione
Wesley Golladay	Baird
Richard Hightower	Barclays
Nathan Crossett	BNP Paribas

NNN REIT Crescita futura

Criteri Future verificati 1/6

Informazioni chiave

Aggiornamenti recenti sulla crescita futura

NNN REIT, Inc. Provides Earnings Guidance for the Year 2026

NNN REIT, Inc. Revises Earnings Guidance for the Year 2025

NNN REIT, Inc. Updates Earnings Guidance for the Fiscal Year 2025

NNN REIT, Inc. Maintains Earnings Guidance for the Fiscal Year 2025

NNN REIT, Inc. Provides Earnings Guidance for the Fiscal Year 2025

NNN REIT, Inc. Provides Earnings Guidance for the Fiscal Year 2024

Recent updates

NNN REIT Grows Portfolio to 3,711 Properties With US$145 Million in New Acquisitions

NNN: Fair Outlook As Acquisition Spreads And Capital Costs Shape 2026 Balance

NNN REIT: This Dividend Champion Belongs In Retirement Portfolios

First quarter 2026 earnings: EPS misses analyst expectations

NNN: Post Rally Rating Shifts And 2026 Guidance Will Frame Balanced Outlook

Fourth quarter dividend of US$0.60 announced

NNN REIT, Inc. Announces Quarterly Dividend, Payable on May 15, 2026

NNN: Acquisition Pipeline And 2026 Guidance Will Shape Post Rally Rating Resets

NNN REIT, Inc. to Report Q1, 2026 Results on Apr 30, 2026

NNN: Acquisition Activity And 2026 Guidance Will Balance Mixed Rating Shifts

NNN REIT, Inc., Annual General Meeting, May 12, 2026

NNN: Acquisition Activity And 2026 Guidance Will Shape Fairly Priced Outlook

President recently sold US$1.5m worth of stock

NNN REIT, Inc. Announces Management Changes, Effective February 18, 2026

Full year 2025 earnings: Revenues and EPS in line with analyst expectations

NNN REIT, Inc. Provides Earnings Guidance for the Year 2026

Third quarter dividend of US$0.60 announced

Nnn Reit, Inc. Declares Quarterly Dividend, payable February 13, 2026

NNN REIT, Inc. to Report Q4, 2025 Results on Feb 11, 2026

Third quarter 2025 earnings: EPS exceeds analyst expectations

NNN REIT, Inc. Revises Earnings Guidance for the Year 2025

Second quarter dividend of US$0.60 announced

NNN REIT, Inc. Declares Quarterly Dividend, Payable November 14, 2025

NNN REIT, Inc. to Report Q3, 2025 Results on Nov 04, 2025

New minor risk - Insider selling

Second quarter 2025 earnings: EPS and revenues exceed analyst expectations

NNN REIT, Inc. Updates Earnings Guidance for the Fiscal Year 2025

NNN REIT, Inc. Appoints Joshua P. Lewis Executive Vice President, Chief Investment Officer

First quarter dividend increased to US$0.60

NNN REIT, Inc. Announces Quarterly Dividend, Payable on August 15, 2025

NNN REIT, Inc.(NYSE:NNN) dropped from Russell 1000 Dynamic Index

NNN REIT, Inc. to Report Q2, 2025 Results on Aug 05, 2025

First quarter 2025 earnings: EPS and revenues exceed analyst expectations

NNN REIT, Inc. Maintains Earnings Guidance for the Fiscal Year 2025

NNN REIT: Top-Tier Pick In The REIT Space

Fourth quarter dividend of US$0.58 announced

NNN REIT, Inc. Announces Quarterly Dividend, Payable May 15, 2025

NNN REIT, Inc. to Report Q1, 2025 Results on May 01, 2025

NNN REIT: Income Stability In An Unstable Market

NNN REIT, Inc., Annual General Meeting, May 13, 2025

President recently sold US$2.4m worth of stock

NNN REIT: No Obvious Reason To Jump In Right Now

President notifies of intention to sell stock

Insufficient new directors

NNN REIT: Collecting Almost 6% From Commercial Real Estate Without The Headaches

NNN REIT, Inc. Provides Earnings Guidance for the Fiscal Year 2025

Full year 2024 earnings: EPS exceeds analyst expectations

NNN REIT: Buy This Dividend Champion On Sale Now

Third quarter dividend of US$0.58 announced

NNN REIT: Navigating High Rates With A Rock-Solid 6% Yield

NNN REIT, Inc. Announces Quarterly Dividend, Payable on February 14, 2025

NNN REIT, Inc. to Report Q4, 2024 Results on Feb 11, 2025

NNN REIT, Inc. Announces Chief Financial Officer Changes

My New Year Means Much Bigger Income: NNN REIT

NNN REIT: A Luxurious Dip Has Emerged

NNN REIT: Valuation Becomes More Tempting

NNN REIT: Portfolio Starting To Show Cracks?

What Has Just Happened To NNN REIT? I'm In

Third quarter 2024 earnings: EPS and revenues exceed analyst expectations

Second quarter dividend of US$0.58 announced

NNN REIT, Inc. Announces Quarterly Dividend, Payable on November 15, 2024