NNN REIT (NNN) Reports Q4 Earnings: What Key Metrics Have to Say

Core Insights - NNN REIT reported revenue of $237.54 million for the quarter ended December 2025, reflecting an 8.8% increase year-over-year and a surprise of +1.44% over the Zacks Consensus Estimate of $234.17 million [1] - The earnings per share (EPS) for the quarter was $0.87, compared to $0.52 in the same quarter last year, resulting in an EPS surprise of +0.69% against the consensus estimate of $0.86 [1] Financial Performance Metrics - Interest and other income from real estate transactions reached $0.86 million, exceeding the estimated $0.4 million by three analysts, marking a significant increase of +544% compared to the year-ago quarter [4] - Rental income was reported at $237.54 million, surpassing the estimated $232.73 million by three analysts, and showing an 8.8% increase year-over-year [4] - Net earnings per share (diluted) were $0.51, slightly above the two-analyst average estimate of $0.50 [4] Stock Performance - Over the past month, shares of NNN REIT have returned +4.1%, contrasting with a -0.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]