NNN
NNN REIT, INC.
$46.59
+1.04%
$8.9B
No data for this timeframe.
Vol
Market Cap$8.9B
Cap SizeMid Cap
Analyst ConsensusSell (12%)
Inst. Holders50 funds
Inst. Value$5.5B
Inst. Activity25 buys / 8 sells
Insider Activity0B / 3S
Insider Net $-$1.9M
Reddit Sentiment50° Neutral
SEC Reports2
Recent Activity
May 22, 2026
short_volume
Short Volume: NNN — 55.5% short (0.3M / 0.5M)
Short: 299,331 | Exempt: 69 | TRF Vol: 538,899 | Short Ratio: 55.5% | Off-exchange volume (dark pool
Apr 30, 2026
SEC
NNN REIT reported Q1 2026 AFFO of $0.87 per diluted share, flat YoY, and GAAP net earnings of $0.50 per diluted share, d
8-K — Impact 5/10
Apr 30, 2026
Insider
Witherspoon Kamau Omari was granted 1,391 shares
Director @ $43.52 ($60.5K)
Apr 30, 2026
Insider
Gulacsy Elizabeth was granted 1,049 shares
Director @ $43.52 ($45.7K)
Apr 30, 2026
Insider
FRITSCH EDWARD J was granted 833 shares
Director @ $43.52 ($36.3K)
Mar 9, 2026
SEC
NNN REIT CEO Stephen Horn sold nearly $1.5M in shares, followed by EVP Jonathan Adamo selling $270K, both in open-market
CLUSTER — Impact 3/10
Inst.
PRUDENTIAL FINANCIAL INC — DOUBLED
1,360,987 shares ($57.2M)
Inst.
Epoch Investment Partners, Inc. — NEW
1,020,233 shares ($42.9M)
Price Targets
$46.23
-0.8% upside
Hold
Current $46.59
Low $44.00
Median $46.00
High $50.00
15 analysts
$44.00
$50.00
Analyst Ratings
1Strong Buy
2Buy
14Hold
7Sell
1Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
| May 7, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| May 1, 2026 | RBC Capital | MAINTAIN | Sector Perform → Sector Perform |
| Apr 28, 2026 | Morgan Stanley | MAINTAIN | Overweight → Overweight |
| Apr 21, 2026 | Barclays | MAINTAIN | Underweight → Underweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.51 ▼ -2.9% | $0.49 — $0.53 | 7% YoY | 3 |
| Next Q | $0.51 ▼ -1.4% | $0.51 — $0.52 | 5% YoY | 3 |
| Current FY | $2.04 ▼ -2.7% | $2.00 — $2.07 | 2% YoY | 2 |
| Next FY | $2.10 ▼ -1.0% | $2.04 — $2.19 | 3% YoY | 3 |
Latest Reports
NEUTRAL
8-K
5/10
NNN REIT reported Q1 2026 AFFO of $0.87 per diluted share, flat YoY, and GAAP net earnings of $0.50 per diluted share, d
Apr 30, 2026
NEUTRAL
CLUSTER
3/10
NNN REIT CEO Stephen Horn sold nearly $1.5M in shares, followed by EVP Jonathan Adamo selling $270K, both in open-market
Mar 9, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $1.1B | — |
| FMR LLC | $808.5M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $698.1M | — |
| STATE STREET CORP | $476.3M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $356.2M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Apr 30, 2026 | Witherspoon Kamau | A | $60.5K |
| Apr 30, 2026 | Gulacsy Elizabeth | A | $45.7K |
| Apr 30, 2026 | FRITSCH EDWARD | A | $36.3K |
| Apr 30, 2026 | HOLDEN BETSY | A | $54.1K |
| Apr 30, 2026 | FICK DAVID | A | $77.8K |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
50 institutional holders with $5.5B total value (129,795,989 shares) as of 2026-Q1. Top holders: BlackRock,, FMR, VANGUARD. Net buying activity: 25 institutions added/increased vs 8 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 25,928,608 | $1.1B | 19.9% | — |
| 2 | FMR LLC | 19,236,585 | $808.5M | 14.8% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 16,608,781 | $698.1M | 12.8% | — |
| 4 | STATE STREET CORP | 11,331,794 | $476.3M | 8.7% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 8,473,909 | $356.2M | 6.5% | — |
| 6 | VICTORY CAPITAL MANAGEMENT INC | 8,318,682 | $349.6M | 6.4% | — |
| 7 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2,974,695 | $133.6M | 2.4% | — |
| 8 | FEDERATED HERMES, INC. | 3,031,655 | $127.4M | 2.3% | — |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,977,152 | $125.1M | 2.3% | — |
| 10 | MORGAN STANLEY | 2,925,161 | $122.9M | 2.3% | — |
| 11 | DIMENSIONAL FUND ADVISORS LP | 2,816,528 | $118.4M | 2.2% | — |
| 12 | GOLDMAN SACHS GROUP INC | 2,010,167 | $84.5M | 1.5% | — |
| 13 | TWO SIGMA INVESTMENTS, LP | 1,848,688 | $77.7M | 1.4% | DOUBLED +162.1% |
| 14 | PRUDENTIAL FINANCIAL INC | 1,360,987 | $57.2M | 1.0% | DOUBLED +10819.3% |
| 15 | VANGUARD FIDUCIARY TRUST CO | 1,178,790 | $49.5M | 0.9% | — |
| 16 | Hudson Bay Capital Management LP | 1,110,398 | $46.7M | 0.9% | DOUBLED +135.6% |
| 17 | BANK OF AMERICA CORP /DE/ | 1,083,524 | $45.5M | 0.8% | — |
| 18 | Legal & General Group Plc | 1,041,870 | $43.8M | 0.8% | — |
| 19 | Epoch Investment Partners, Inc. | 1,020,233 | $42.9M | 0.8% | NEW |
| 20 | Artisan Partners Limited Partnership | 917,075 | $38.5M | 0.7% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | DOUBLED | 12,464 | 1,360,987 | +10819.3% | $57.2M | 2026-Q1 |
| Epoch Investment Partners, Inc. | NEW | — | 1,020,233 | — | $42.9M | 2026-Q1 |
| Gotham Asset Management, LLC | ADD | 444,689 | 684,207 | +53.9% | $28.8M | 2026-Q1 |
| APG Asset Management US Inc. | NEW | — | 500,350 | — | $21.2M | 2026-Q1 |
| Nuveen, LLC | TRIM | 543,167 | 326,455 | -39.9% | $13.7M | 2026-Q1 |
| Jain Global LLC | NEW | — | 320,868 | — | $13.5M | 2026-Q1 |
| DANSKE BANK A/S | DOUBLED | 1,100 | 278,028 | +25175.3% | $11.7M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | TRIM | 426,247 | 235,116 | -44.8% | $9.9M | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | ADD | 129,937 | 197,799 | +52.2% | $8.3M | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | ADD | 89,678 | 178,678 | +99.2% | $7.5M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 98,067 | 159,462 | +62.6% | $6.7M | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | DOUBLED | 46,374 | 157,023 | +238.6% | $6.6M | 2026-Q1 |
| Point72 Asset Management, L.P. | ADD | 82,194 | 130,978 | +59.4% | $5.5M | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | TRIM | 214,341 | 117,221 | -45.3% | $4.9M | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 13,500 | 112,200 | +731.1% | $4.7M | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC | ADD | 63,462 | 107,875 | +70.0% | $4.5M | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC | TRIM | 67,569 | 50,639 | -25.1% | $2.1M | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT | DOUBLED | 19,947 | 41,463 | +107.9% | $1.7M | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC | ADD | 25,525 | 35,713 | +39.9% | $1.5M | 2026-Q1 |
| NEOS Investment Management LLC | ADD | 25,924 | 35,509 | +37.0% | $1.5M | 2026-Q1 |
| Brevan Howard Capital Management LP | DOUBLED | 8,003 | 33,896 | +323.5% | $1.4M | 2026-Q1 |
| ALLSTATE CORP | DOUBLED | 7,756 | 33,234 | +328.5% | $1.4M | 2026-Q1 |
| M&T BANK CORP | ADD | 17,120 | 27,287 | +59.4% | $1.1M | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp | DOUBLED | 2,634 | 26,515 | +906.6% | $1.1M | 2026-Q1 |
| XPONANCE LLC | ADD | 17,488 | 22,697 | +29.8% | $954.0K | 2026-Q1 |
10 unique insiders with 16 transactions. Net insider value: -$1.9M ($0.00 bought, $1.9M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 30, 2026 | Witherspoon Kamau Omari | Director | AWARD | 1,391 | $43.52 | $60.5K |
| Apr 30, 2026 | Gulacsy Elizabeth | Director | AWARD | 1,049 | $43.52 | $45.7K |
| Apr 30, 2026 | FRITSCH EDWARD J | Director | AWARD | 833 | $43.52 | $36.3K |
| Apr 30, 2026 | HOLDEN BETSY D | Director | AWARD | 1,243 | $43.52 | $54.1K |
| Apr 30, 2026 | FICK DAVID M | Director | AWARD | 1,787 | $43.52 | $77.8K |
| Apr 30, 2026 | Beall Pamela K.M. | Director | AWARD | 833 | $43.52 | $36.3K |
| Mar 9, 2026 | Horn Stephen A JR | President & CEO | SELL | 33,192 | $44.98 | $1.5M |
| Mar 6, 2026 | Adamo Jonathan | EVP Chief Portfolio Operations | SELL | 6,000 | $44.99 | $269.9K |
| Feb 20, 2026 | Miller Michelle Lynn | EVP,Chief Acctg & Tech Officer | SELL | 4,000 | $44.03 | $176.1K |
| Jan 30, 2026 | FICK DAVID M | Director | AWARD | 1,833 | $41.82 | $76.7K |
| Jan 30, 2026 | COSLER STEVEN D | Director | AWARD | 1,568 | $41.82 | $65.6K |
| Jan 30, 2026 | Beall Pamela K.M. | Director | AWARD | 867 | $41.82 | $36.3K |
| Jan 30, 2026 | FRITSCH EDWARD J | Director | AWARD | 867 | $41.82 | $36.3K |
| Jan 30, 2026 | Witherspoon Kamau Omari | Director | AWARD | 1,428 | $41.82 | $59.7K |
| Jan 30, 2026 | HOLDEN BETSY D | Director | AWARD | 1,276 | $41.82 | $53.4K |
| Jan 30, 2026 | Gulacsy Elizabeth | Director | AWARD | 1,077 | $41.82 | $45.0K |
2 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 4.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Sell (12% buy). Based on 25 analysts: 1 strong buy, 2 buy, 14 hold, 7 sell, 1 strong sell.
Analyst Price Targets
$46.23 mean target
-0.8% upside
Hold (2.88)
$44.00 Low
$50.00 High
| Metric | Value |
|---|---|
| Current Price | $46.59 |
| Target Low | $44.00 |
| Target Mean | $46.23 |
| Target Median | $46.00 |
| Target High | $50.00 |
| # Analysts | 15 |
| Recommendation | Hold (2.88) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.51 | $0.49 | $0.53 | 6.6% | -2.9% | 0↑ 2↓ | $0.2B | 6.3% | 3 |
| Next Q 2026-09-30 |
$0.51 | $0.51 | $0.52 | 4.8% | -1.4% | 0↑ 2↓ | $0.2B | 6.3% | 3 |
| Current FY 2026-12-31 |
$2.04 | $2.00 | $2.07 | 2.5% | -2.7% | 0↑ 1↓ | $1.0B | 5.1% | 2 |
| Next FY 2027-12-31 |
$2.10 | $2.04 | $2.19 | 3.1% | -1.0% | 0↑ 2↓ | $1.0B | 5.3% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.508 | |
| 7d ago | $0.509 | -0.001 |
| 30d ago | $0.523 | -0.015 |
| 60d ago | $0.523 | -0.015 |
| 90d ago | $0.504 | +0.004 |
9 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| May 7, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| May 1, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Apr 28, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Apr 21, 2026 | Barclays | MAINTAIN | Underweight | Underweight |
| Mar 17, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Mar 17, 2026 | Raymond James | DOWNGRADE | Outperform | Market Perform |
| Mar 9, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Feb 12, 2026 | BNP Paribas | MAINTAIN | Underperform | Underperform |
| Jan 8, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Dec 15, 2025 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 1 | 2 | 14 | 7 | 1 | 12% | |
| May 1, 2026 | 1 | 2 | 14 | 7 | 1 | 12% | |
| Apr 1, 2026 | 2 | 5 | 12 | 3 | 0 | 32% | |
| Mar 1, 2026 | 2 | 5 | 12 | 3 | 0 | 32% | |
| Feb 1, 2026 | 2 | 5 | 12 | 3 | 0 | 32% | |
| Jan 1, 2026 | 1 | 2 | 15 | 7 | 1 | 12% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
2 mentions
0 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 18, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 18, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
NNN Credit Sponsor Opprotunity - Deal Signed
▲ 1
💬 0
⚡ 0.5
May 22, 2026
short_volume
Short Volume: NNN — 55.5% short (0.3M / 0.5M)
Short: 299,331 | Exempt: 69 | TRF Vol: 538,899 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: NNN — 72.9% short (0.7M / 0.9M)
Short: 655,506 | Exempt: 0 | TRF Vol: 899,265 | Short Ratio: 72.9% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: NNN — 63.0% short (0.6M / 1.0M)
Short: 636,863 | Exempt: 462 | TRF Vol: 1,011,239 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: NNN — 2.4M shares, 38,635 trades
Week starting 2026-05-18. Total ATS volume: 2,414,973 shares across 38,635 trades.
May 11, 2026
short_volume
Short Volume: NNN — 61.6% short (0.4M / 0.6M)
Short: 396,574 | Exempt: 207 | TRF Vol: 644,023 | Short Ratio: 61.6% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: NNN — 2.0M shares, 37,314 trades
Week starting 2026-05-11. Total ATS volume: 2,008,867 shares across 37,314 trades.
May 4, 2026
dark_pool
Dark Pool: NNN — 1.9M shares, 36,821 trades
Week starting 2026-05-04. Total ATS volume: 1,857,132 shares across 36,821 trades.
Apr 30, 2026
earnings_calendar
NNN Q1 2026 Earnings Before Market Open — 2026-04-30
Apr 29, 2026
short_volume
Short Volume: NNN — 60.9% short (0.7M / 1.1M)
Short: 665,071 | Exempt: 0 | TRF Vol: 1,091,370 | Short Ratio: 60.9% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: NNN — 55.7% short (0.7M / 1.3M)
Short: 704,551 | Exempt: 0 | TRF Vol: 1,265,346 | Short Ratio: 55.7% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: NNN — 2.7M shares, 43,392 trades
Week starting 2026-04-27. Total ATS volume: 2,709,104 shares across 43,392 trades.
Apr 23, 2026
short_volume
Short Volume: NNN — 71.9% short (0.5M / 0.8M)
Short: 544,809 | Exempt: 15,773 | TRF Vol: 757,370 | Short Ratio: 71.9% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
short_volume
Short Volume: NNN — 74.5% short (0.4M / 0.6M)
Short: 437,135 | Exempt: 1,290 | TRF Vol: 587,106 | Short Ratio: 74.5% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: NNN — 2.0M shares, 36,435 trades
Week starting 2026-04-20. Total ATS volume: 2,033,998 shares across 36,435 trades.
Apr 13, 2026
dark_pool
Dark Pool: NNN — 1.5M shares, 29,257 trades
Week starting 2026-04-13. Total ATS volume: 1,486,371 shares across 29,257 trades.