NNN Earnings

NNN reported its FY2025Q4 earnings on 2026-02-11, showcasing a revenue of 0.00 against an estimate of 233.00M, resulting in a 0% surprise. The EPS was 0, surpassing the expected 0.84 by 0% . The stock experienced a 0% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following NNN's FY2025Q4 earnings announcement on 2026-02-11, the stock price moved by % on the day of the release. Over the subsequent five days, it saw a % change. Historically, NNN's stock price tends to shift by an average of +1.87% in the 10 days leading up to earnings and +1.54% in the 10 days following, providing insight into potential market.

For 2025/Q4, analysts estimate NNN’s annual revenue to reach 233.00M, while the EPS is projected at 1.00. These estimates reflect recent revisions, with revenue estimates revised Revenue Revise Upward by 0.33% and EPS estimates Revise Upward by 1.1% over the past three months, indicating analyst expectation in the company’s performance.

The correlation between NNN's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock’s fundamentals. Over the past three months, revenue estimates for FY2025 were Revise Upward by 0.33%, while EPS estimates moved Revise Upward by 1.1% . This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, NNN's stock price typically moves by +1.87% in the 10 days before its earnings and +1.54% in the 10 days after. For the upcoming 2025/Q4 earnings, analysts expect an EPS of 1.00 and revenue of 233.00M.

The earnings call reflects several positive aspects, such as raised guidance for Core FFO and AFFO, increased acquisition and disposition outlooks, and improvements in bad debt assumptions. The Q&A session reveals no major credit issues, expected occupancy improvements, and strategic funding approaches. While competition and some uncertainties exist, the overall sentiment is optimistic, particularly with raised financial guidance and strategic growth plans. These factors suggest a positive impact on stock price, potentially in the 2% to 8% range.