NETSTREIT Corp.

NYSE:NTST 株式レポート

時価総額:US$2.1b

NETSTREIT 配当と自社株買い

配当金 基準チェック /36

NETSTREIT配当を支払う会社であり、現在の利回りは3.97%で、収益によって十分にカバーされています。

主要情報

4.0%

配当利回り

-12.7%

バイバック利回り

総株主利回り-8.7%
将来の配当利回り4.3%
配当成長10.0%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向69%

最近の配当と自社株買いの更新

Recent updates

Seeking Alpha Jun 30

Netstreit: Shares Fairly Valued Following Index Inclusion

Summary Netstreit Corp. just joined the S&P SmallCap 600 index at the end of June. The NTST inclusion follows continuing outperformance from the single-tenant net lease REIT. Shares in NTST stock are up over 25% in the last year, and I continue to view the outlook as positive. I believe NTST shares are fairly valued at current pricing and continue to view the stock as a Hold. Read the full article on Seeking Alpha
ナラティブ更新 Jun 23

NTST: Future Equity Program And Net Lease Discount Will Support Cash Flows

Analysts have trimmed their average price target for NETSTREIT to about $22.62 from $22.67, reflecting slightly higher discount rate assumptions even as sector research highlights mixed views on real estate investment trust valuations and relative growth prospects. Analyst Commentary Recent Street research on NETSTREIT shows a mix of optimism about long term growth potential and caution around current real estate investment trust pricing.
ナラティブ更新 Jun 06

NTST: Higher 2026 Outlook And Forward Equity Will Support Future Cash Flows

Analysts lifted the NETSTREIT price target from about $22.41 to roughly $22.67, reflecting updated views on revenue, profit margins and future P/E as more firms raise targets into the $22 to $24 range and highlight what they see as intact fundamentals for retail net lease REITs. Analyst Commentary Recent research on NETSTREIT centers on how its valuation stacks up against other retail net lease REITs and how effectively the company can execute on its investment plans while operating in a sector that some investors group with more pressured property types. Bullish Takeaways Bullish analysts see room for the stock to move closer to what they describe as historical valuation multiples if NETSTREIT continues to execute on its investment pipeline and capital allocation plans.
ナラティブ更新 May 07

NTST: Forward Equity Raises And Higher Dividend Will Guide Future Cash Flows

Analysts have raised the NETSTREIT price target to $22.41 from $21.97, citing updated expectations for revenue growth, profit margins and a higher future P/E, along with a series of recent target increases from other Wall Street firms. Analyst Commentary Recent research coverage around NETSTREIT has been active, with several firms adjusting price targets higher and revisiting ratings as new information on Q4 results, capital deployment and sector conditions comes through.
ナラティブ更新 Apr 21

NTST: Forward Equity Raise And Dividend Increase Will Shape Future Cash Flows

Analysts have inched their average price target on NETSTREIT higher to about $22, reflecting a cluster of recent target increases across the Street that are tied to views on its updated growth outlook, portfolio repositioning and capital structure, as well as sector wide REIT model revisions. Analyst Commentary Recent research points to a generally constructive view on NETSTREIT, with most firms lifting price targets while fine tuning ratings and sector models.
ナラティブ更新 Apr 06

NTST: Forward Equity Raise And Stable Cap Rates Will Support Future Cash Flows

Analysts have nudged the fair value estimate for NETSTREIT higher, lifting the analyst price target by $0.22 to $21.75. This reflects updated views on revenue growth, profit margins and valuation across recent research reports.
ナラティブ更新 Mar 23

NTST: Forward Equity Funding And Cap Rate Stability Will Support Future Cash Flows

Narrative Update on NETSTREIT The updated analyst price target for NETSTREIT reflects a move from about $20.92 to roughly $21.53, with analysts pointing to refined assumptions on growth, profitability and valuation following a series of Street target increases in the $20 to $24 range. Analyst Commentary Recent research updates on NETSTREIT center on valuation, execution on investments, and how the company fits into a shifting view of net lease and broader REIT exposure.
ナラティブ更新 Mar 08

NTST: Forward Equity Funding And Acquisition Spreads Will Shape Future Cash Flow Profile

Analysts have nudged their price targets on NETSTREIT higher, with the updated fair value estimate moving from about $20.69 to $20.92 as they factor in recent Q4 results, portfolio diversification, elevated acquisition activity, and what they view as a supportive balance sheet and investment pipeline. Analyst Commentary Recent research on NETSTREIT centers on its Q4 execution, acquisition activity, and balance sheet, with several firms updating their fair value assumptions and price targets.
ナラティブ更新 Feb 22

NTST: Forward Equity Funding And Acquisition Spreads Will Shape Future Income Profile

Narrative Update on NETSTREIT Analysts lifted their blended price target on NETSTREIT to about $20.69, reflecting updated views on the company’s acquisition activity, investment spreads, and 2026 earnings potential. This has also led to individual target increases to $20, $21 and $22 across recent research.
ナラティブ更新 Feb 07

NTST: Refined Discount Rate Assumptions Will Support Measured Future Income Upside

Analysts have nudged their price target on NETSTREIT higher by about $0.06 to roughly $20.42, citing updated assumptions around discount rates, profit margins, and a slightly higher future P/E multiple in recent research. Analyst Commentary Bullish Takeaways Bullish analysts see the higher price target as lining up with updated assumptions on discount rates and profit margins, which they view as better reflecting NETSTREIT's current execution profile.
ナラティブ更新 Jan 24

NTST: High Tenant Credit Quality Will Support Future Income Upside Potential

Analysts have kept their fair value estimate for NETSTREIT roughly unchanged at about US$20.36. The latest price target adjustment primarily reflects slightly updated views on discount rates, revenue growth, profit margins, and future P/E assumptions.
ナラティブ更新 Jan 08

NTST: High Tenant Credit Quality Will Support Future Income Resilience

Narrative Update on NETSTREIT The analyst price target for NETSTREIT has been adjusted slightly lower from about US$20.42 to about US$20.36, as analysts weigh the company’s diversified U.S. commercial portfolio, perceived income resilience, and what they view as historically low tenant default rates. Analyst Commentary Recent research coverage highlights how NETSTREIT's tenant mix and lease profile feed directly into how some analysts think about risk, income visibility, and potential valuation upside.
ナラティブ更新 Dec 25

NTST: Tenant Credit Strength Will Drive Future Income Resilience

Analysts have modestly raised their price target on NETSTREIT to approximately $22, a slight increase that reflects growing confidence in the company’s resilient, diversified U.S. commercial portfolio and its historically low tenant default rates. Analyst Commentary Bullish analysts highlight that the initiation at a Buy rating and the $22 price target are grounded in NETSTREIT's ability to generate stable cash flows from a diversified tenant base across U.S. commercial properties.
ナラティブ更新 Dec 11

NTST: Diversified High-Quality Tenants Will Drive Future Income Resilience

Analysts have modestly raised their price target on NETSTREIT to $22.00, citing the company’s resilient, diversified U.S. commercial portfolio and historically low tenant default rates, which reinforce its outlook for high income stability. Analyst Commentary Bullish analysts highlight that NETSTREIT's diversified U.S. commercial portfolio underpins a more predictable cash flow profile, supporting the recently raised $22 price target and justifying a premium to peers with less tenant and sector diversity.
ナラティブ更新 Nov 26

NTST: Diversified Portfolio And Strong Tenants Will Support Income Resilience

Analysts have raised their price target for NETSTREIT slightly, moving it from $20.42 to $20.47. They cite the company's strong tenant diversification and income resilience as key support for the improved outlook.
ナラティブ更新 Nov 11

NTST: Diversified Tenant Portfolio Will Drive Stronger Cash Flow Stability

The average analyst price target for NETSTREIT has been revised slightly upward to $20.42. Analysts highlight the company's strong tenant creditworthiness, diversified portfolio, and improved external growth prospects as key factors.
ナラティブ更新 Oct 28

Diversified Tenants And Improved Resilience Will Drive Future Retail Stability

Analysts have raised their price target for NETSTREIT from $19.72 to $20.36 per share. They cite improving growth prospects, resilient tenant quality, and an attractive valuation supported by recent research updates.
Seeking Alpha Jan 20

Netstreit: Undervalued, Underrated, And Ready To Perform

Summary NETSTREIT, a small REIT with a focus on high-quality, single-tenant properties, offers strong financial flexibility, robust balance sheet, and 100% occupancy and rent collection rates. Despite tenant concentration risks and rising interest rates, NETSTREIT's financial health and growth potential make it an attractive investment, trading at a significant discount. The company boasts a high dividend yield of 5.82% with a low payout ratio, indicating undervaluation and potential for future dividend growth. Using the Gordon Growth and Discounted AFFO models, I assign a "Buy" rating with a target price of $18.3, implying a 26% upside. Read the full article on Seeking Alpha
Seeking Alpha Jan 08

Netstreit: High Quality Portfolio Trading Near New Lows

Summary NETSTREIT Corp. owns and operates single-tenant net lease retail properties across a wide U.S. footprint. The portfolio composition is weighted heavily toward necessity and discount-based retailers, two key defensive sectors. The REIT also has high exposure to tenants with investment-grade ratings or investment-grade profiles. Despite its quality portfolio, shares are trading near new 52-week lows. I maintain a bullish stance and believe shares are a “buy”. Read the full article on Seeking Alpha
Seeking Alpha Nov 12

Netstreit: 2 Reasons Not To Buy This REIT As Real Estate Rebounds

Summary NETSTREIT's Q3 earnings showed growth in revenue and portfolio, but the REIT continues to underperform compared to top sector peers. Portfolio quality issues, particularly high exposure to dollar stores and drug stores, pose significant risks to NTST's credit quality and diversification goals. Despite strengths like no near-term debt maturities and high-rated tenants, NTST's concentrated portfolio makes it an unattractive acquisition target and limits valuation expansion. Read the full article on Seeking Alpha
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新しいナラティブ Sep 24

Critical Shifts And Operational Efficiency Fuel Optimism For Future Growth And Stability

NETSTREIT's strategy on selecting high-quality real estate through sale-leaseback transactions aims to stabilize and increase revenue with longer leases and attractive rent profiles.
Seeking Alpha Sep 21

NETSTREIT: A Solid Dividend And Significant Undervaluation

Summary NETSTREIT is a net-lease retail REIT that operates on a national scale. The REIT's portfolio is well-diversified, and its long-term leases enhance cash flow predictability. Recent performance shows significant growth in ABR, NOI, and AFFO. With low leverage, strong liquidity, a high dividend yield, and an attractive valuation, NTST represents a very good opportunity in the small-cap REIT space. Read the full article on Seeking Alpha
Seeking Alpha Aug 26

Netstreit: Agree Realty 2.0 Or Potential Takeover Target?

Summary NETSTREIT Corp. is a retail-focused REIT with similarities to Agree Realty but with differences in tenant exposure and investment spreads. The company's financial performance has been solid, with growth in FFO and revenue, a strong balance sheet, and a safe dividend payout ratio. NETSTREIT Corp. is currently undervalued compared to its retail REIT peers, with potential for future growth. One risk for NTST could be its smaller size, making it a potential M&A target for peers like Agree Realty and Realty Income. The REIT's share price has underperformed in comparison to some peers, likely a result of lower investment spreads and stagnant dividend growth. Read the full article on Seeking Alpha
Seeking Alpha Aug 20

Netstreit Has Become More Compelling (Rating Upgrade)

Summary NETSTREIT is a small triple-net lease, retail/service-oriented REIT with properties across 45 states. The Company is not as popular as its larger peers. NTST delivered solid Q2 2024 results and upheld its key business and credit metrics. In the meantime, the Company realised $115.8m of investment volume at a positive spread. I've upgraded my rating on NTST as its valuation is substantially more attractive now, both in absolute and relative terms. Read the full article on Seeking Alpha
Seeking Alpha Jul 14

Netstreit: Worth Holding, But There Are Better Alternatives

Summary NETSTREIT is worth holding due to strong business metrics, well-covered dividends, no debt maturing until 2027, reasonable valuation, investment-grade tenants, and impressive AFFO per share growth. However, there are better alternatives within the retail/service-oriented property sector due to NTST's lower investment spreads, negligible dividend growth, high tenant concentration, and limited upside potential. I perceive ADC, EPRT, and NNN as more attractive opportunities. They share NTST's strengths and have better managed their weaknesses. Read the full article on Seeking Alpha
Seeking Alpha Jul 01

Netstreit: Still A REIT With A Significant, Double-Digit Upside

Summary NETSTREIT has a conservative portfolio with 100% occupancy and rent collection, making it a low-risk investment. The company's small size doesn't hinder its growth potential, and it continues to find undervalued assets. The valuation of NETSTREIT suggests a potential upside of 15%+ annualized returns, making it an attractive investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha Jun 04

Netstreit: Still A REIT With A Significant, Double-Digit Upside

Summary Netstreit Corp. has a conservative portfolio with 100% occupancy and rent collection, making it a low-risk investment. The company's small size doesn't hinder its growth potential, and it continues to find undervalued assets. The valuation of Netstreit suggests a potential upside of 15%+ annualized returns, making it an attractive investment opportunity. Read the full article on Seeking Alpha

決済の安定と成長

配当データの取得

安定した配当: 配当金の支払いは安定していますが、 NTSTが配当金を支払っている期間は 10 年未満です。

増加する配当: NTSTの配当金は増加していますが、同社は6年間しか配当金を支払っていません。


配当利回り対市場

NETSTREIT 配当利回り対市場
NTST 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (NTST)4.0%
市場下位25% (US)1.3%
市場トップ25% (US)4.0%
業界平均 (Retail REITs)4.1%
アナリスト予想 (NTST) (最長3年)4.3%

注目すべき配当: NTSTの配当金 ( 3.97% ) はUS市場の配当金支払者の下位 25% ( 1.32% ) よりも高くなっています。

高配当: NTSTの配当金 ( 3.97% ) はUS市場の配当金支払者の上位 25% ( 4.02% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: NTSTの配当金は、合理的な 配当性向 ( 69% ) により、利益によって賄われています。


株主配当金

キャッシュフローカバレッジ: 現在の現金配当性向( 75.6% )では、 NTSTの配当金はキャッシュフローによって賄われています。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/07/16 07:04
終値2026/07/16 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

NETSTREIT Corp. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27

アナリスト機関
Wesley GolladayBaird
Kai KloseBerenberg
Eric Martin BordenBMO Capital Markets Equity Research