Dividend Growth And 2026 Guidance Might Change The Case For Investing In NNN REIT (NNN)

Simply Wall St.02-17

NNN REIT, Inc. recently reported its fourth-quarter and full-year 2025 results, showing higher revenue of US$238.40 million for the quarter and US$926.21 million for the year, alongside slightly lower...

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For Investing In NNN REIT (NNN)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-17 07:22 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/real-estate/nyse-nnn/nnn-reit/news/dividend-growth-and-2026-guidance-might-change-the-case-for><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NNN REIT, Inc. recently reported its fourth-quarter and full-year 2025 results, showing higher revenue of US$238.40 million for the quarter and US$926.21 million for the year, alongside slightly lower...</p>\n\n<a href=\"https://simplywall.st/stocks/us/real-estate/nyse-nnn/nnn-reit/news/dividend-growth-and-2026-guidance-might-change-the-case-for\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0819121731.USD","symbol_name":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) 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company also highlighted its 36th consecutive year of dividend growth, ongoing portfolio recycling with over US$900 million of acquisitions and US$190.50 million of property sales, and issued 2026 guidance for both net earnings per share and...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0819121731.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (USD) ACC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0048597586.USD":"富达亚洲焦点A","CFA.SI":"NikkoAM-STC Asia REIT","LU0054237671.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" INC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) ACC","LU0261947096.USD":"FIDELITY FUNDS  SUSTAINABLE ASIA EQUITY \"A\" (USD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) ACC","8C8U.SI":"Cent Accom REIT","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU1831875114.USD":"SCHRODER ISF ALL CHINA EQUITY \"A\" (USD) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER 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The company also highlighted its 36th consecutive year of dividend growth, ongoing portfolio recycling with over US$900 million of acquisitions and US$190.50 million of property sales, and issued 2026 guidance for both net earnings per share and AFFO. With these results in hand, we’ll now examine how NNN REIT’s continued dividend growth and updated 2026 earnings guidance shape its investment narrative. Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 30 best rare earth metal stocks of the very few that mine this essential strategic resource.AdvertisementNNN REIT Investment Narrative RecapTo own NNN REIT, you need to believe in its focus on long, triple net leases with tenants less exposed to e‑commerce, and its ability to keep properties occupied while steadily growing cash flows. The latest results show higher revenue but slightly lower net income and earnings per share, and the 2026 earnings guidance suggests the near term is more about incremental progress than a major catalyst shift, with tenant quality and retail bankruptcies remaining a key risk. The most relevant update for that story is NNN REIT’s 2026 guidance for net earnings per share of US$2.02 to US$2.08 and AFFO of US$3.52 to US$3.58 per share. This guidance sits alongside a 36 year dividend growth streak and a 98.3% occupied, highly diversified portfolio, which together frame how much earnings headroom there may be if tenant issues or higher bad debt expenses start to bite. Yet behind the long dividend record, investors should still be aware of... Read the full narrative on NNN REIT (it's free!)NNN REIT's narrative projects $1.0 billion revenue and $425.2 million earnings by 2028.Uncover how NNN REIT's forecasts yield a $44.54 fair value, in line with its current price.Exploring Other PerspectivesNNN 1-Year Stock Price Chart Three fair value estimates from the Simply Wall St Community range from about US$44.54 to US$80.27 per share, showing very different expectations. Against that spread, the focus on e‑commerce resistant tenants and long leases is central to how you think about NNN REIT’s ability to support its earnings and dividend profile over time, so it is worth weighing several of these viewpoints before deciding where you stand.Explore 3 other fair value estimates on NNN REIT - why the stock might be worth as much as 81% more than the current price!Build Your Own NNN REIT NarrativeDisagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your NNN REIT research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.Our free NNN REIT research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate NNN REIT's overall financial health at a glance.Contemplating Other Strategies?The market won't wait. These fast-moving stocks are hot now. Grab the list before they run:This technology could replace computers: discover 23 stocks that are working to make quantum computing a reality.Uncover the next big thing with 29 elite penny stocks that balance risk and reward.Find 54 companies with promising cash flow potential yet trading below their fair value.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if NNN REIT might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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