{"filings":[{"id":1223196,"accession_number":"0001193125-26-279573","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2026-06-23T20:34:30+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"NNN REIT increases term loan facility to $500M via $200M incremental tranche; reduces borrowing spreads","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Exercised $200M incremental term loan option, increasing total term loan facility to $500M.","New borrowings mature Feb 15, 2029, with two one-year extension options; SOFR fixed at 3.43% via $100M swap.","SOFR-based margin lowered to 0.800% (from 0.850%) on term loan and to 0.725% (from 0.775%) on revolver.","Proceeds from incremental term loan to be used for general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":40961,"accession_number":"0001193125-26-219553","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2026-05-12T20:24:12+00:00","items":["5.07"],"status":"ready","headline":"Shareholders elect all 7 directors, approve say-on-pay, ratify EY at NNN REIT annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All seven director nominees elected; highest vote count 155.8M for Elizabeth Gulacsy, lowest 153.5M for David Fick.","Advisory vote on executive compensation passed with 151.6M for, 5.1M against, 0.4M abstentions.","Ratification of Ernst & Young as 2026 auditor approved: 169.9M for, 2.2M against, 0.3M abstentions.","Broker non-votes of 15.2M were present for director elections and say-on-pay but not for auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98676,"accession_number":"0001193125-26-194205","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NNN REIT Q1 AFFO $0.87/sh; raises 2026 AFFO guidance to $3.53-$3.59","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net earnings $0.50/diluted share; AFFO $0.87/diluted share, flat versus prior year.","Portfolio occupancy rose to 98.6% (up 90 bps YoY); ABR increased 6.9% to $934.6M.","Invested $145.4M at 7.5% cap rate; sold 25 properties for $35.8M.","Drew down $300M term loan, fully hedged at 4.10% fixed rate; $1.2B liquidity.","Raised 2026 AFFO guidance to $3.53-$3.59 (from $3.52-$3.58); Core FFO to $3.48-$3.54."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114291,"accession_number":"0001193125-26-059530","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2026-02-19T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"NNN REIT Board Chair Steven D. Cosler Retires; Edward J. Fritsch Appointed as Successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Steven D. Cosler retired as Board Chair effective Feb 18, 2026; served since May 2021.","Edward J. Fritsch, independent director since Feb 2012, appointed as Chair.","Fritsch is former CEO of Highwoods Properties (retired 2019) and Nareit Industry Leadership Award recipient (2023).","CEO Steve Horn thanked Cosler for steady leadership during a period of significant market disruption."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":114290,"accession_number":"0001193125-26-045612","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2026-02-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NNN REIT 2025 AFFO $3.44 (+2.7% YoY); guides 2026 AFFO $3.52-$3.58","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $2.07/diluted share vs $2.15 in 2024; Core FFO $3.41, AFFO $3.44 per share.","Revenue $926.2M, up 6.6% YoY; portfolio occupancy 98.3% (+80bps vs Q3 2025).","2025 acquisitions $931M at 7.4% cap rate; 2026 guidance for $550-$650M in acquisitions.","Quarterly dividend raised to $0.60 ($2.40 annual), marking 36th consecutive annual increase.","2026 AFFO guidance $3.52-$3.58 per share; net debt/EBITDAre 5.6x, fixed charge 4.1x."],"consensus_eps_estimate":0.4932,"consensus_eps_actual":2.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":926213000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130666,"accession_number":"0001193125-25-322904","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2025-12-17T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"NNN REIT secures $300M term loan facility, fixes SOFR at 3.22% on $200M swap","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Entered $300M delayed draw term loan, expandable to $500M; maturity Feb 2029 with two 1-year extensions.","Initial interest rate: SOFR + 0.85% (based on current credit rating of BBB+/Baa1).","Entered $200M forward-starting swaps fixing SOFR at 3.22% through Jan 2029 to hedge anticipated draws.","Also amended revolving credit agreement to remove 10 bp SOFR credit spread adjustment.","No funds drawn to date; proceeds for general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130665,"accession_number":"0001193125-25-263635","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NNN REIT posts Q3 2025 Core FFO $0.85, AFFO $0.86; raises full-year guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $0.51 per diluted share, down from $0.53 in Q3 2024.","Core FFO per share $0.85 (+1.2% YoY); AFFO per share $0.86 (+2.4% YoY).","Acquired $283M in Q3 at 7.3% cap rate; YTD volume $748M exceeds prior high-end guidance.","Raises 2025 Core FFO guidance to $3.36-$3.40 and AFFO to $3.41-$3.45.","Quarterly dividend $0.60 (+3.4% YoY); balance sheet 5.6x net debt/EBITDA with $1.4B liquidity."],"consensus_eps_estimate":0.4831,"consensus_eps_actual":1.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":687815000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147225,"accession_number":"0000950170-25-109398","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2025-08-15T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"NNN REIT reports legislation permanently extends 20% dividend deduction; REIT subsidiary asset limit to 25%","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Non-corporate shareholders' 20% deduction on ordinary dividends made permanent, no longer expiring end of 2025.","Effective Jan 1, 2026, the 20% asset test quarterly limit on taxable REIT subsidiary securities rises to 25%.","Modifications to previous prospectus tax disclosures due to new legislation.","No financial impact, guidance, or other material business changes reported."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147224,"accession_number":"0000950170-25-102425","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NNN REIT Q2 Core FFO $0.84, ups dividend 3.4%, raises 2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $0.54/diluted share; Core FFO $0.84, AFFO $0.85 (up 1.2% YoY).","Acquired $232.5M in Q2 (7.4% cap rate); H1 total $464.9M, 85% of initial plan midpoint.","Post-quarter issued $500M 4.600% notes due 2031; pro forma liquidity $1.4B, no floating-rate debt.","Quarterly dividend raised 3.4% to $0.60/share (36th consecutive annual increase).","2025 Core FFO guidance raised to $3.34-$3.39; acquisition guidance raised to $600-700M."],"consensus_eps_estimate":0.4911,"consensus_eps_actual":1.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":457656000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147223,"accession_number":"0000950170-25-101402","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2025-08-01T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"NNN REIT promotes Joshua P. Lewis to EVP, Chief Investment Officer effective Aug 1, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Lewis promoted to EVP, Chief Investment Officer; base salary set at $375,000 per year.","Eligible for annual cash performance bonus and equity awards under 2017 Performance Incentive Plan.","Designated participant in Executive Severance Plan with termination multiple of 1.5x and change of control multiple of 2x.","Also receives $500/month car allowance, long-term disability, and life insurance benefits.","Lewis joined NNN in 2008, previously SVP Head of Acquisitions since Aug 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":147222,"accession_number":"0001193125-25-153998","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2025-07-01T23:59:59+00:00","items":["2.03","9.01"],"status":"ready","headline":"NNN REIT closes $500M offering of 4.600% notes due 2031; net proceeds $491.7M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $500M aggregate principal of 4.600% senior unsecured notes due February 15, 2031.","Net proceeds of approximately $491.7M after underwriting discount and expenses.","Interest payable semi-annually on Feb 15 and Aug 15, beginning Feb 15, 2026.","Proceeds to repay credit facility, fund property acquisitions, and for general corporate purposes.","Underwriters include BofA Securities, Wells Fargo, PNC Capital, RBC Capital, TD Securities, U.S. Bancorp."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165835,"accession_number":"0000950170-25-070341","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2025-05-13T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"NNN REIT annual meeting results: all 8 director nominees elected, say-on-pay approved, EY ratified","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Eight director nominees all elected with at least 153M votes for; broker non-votes of 13.4M on each nominee.","Advisory vote on named executive officer compensation passed with 152.4M for, 5.9M against.","Ratification of Ernst & Young as independent auditor for 2025 approved with 171.0M for, 913,620 against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.0,"calibrated_materiality_score":0.0,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165834,"accession_number":"0000950170-25-061453","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NNN REIT Q1 net earnings $0.51 per share; Core FFO up 3.6% to $0.86","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net earnings $96.5M ($0.51/diluted share) vs $94.4M ($0.52) a year ago.","Core FFO per share $0.86, AFFO per share $0.87, each up 3.6% YoY.","Closed $232.4M in investments at 7.4% cap rate, 40% of 2025 plan midpoint.","Occupancy 97.7% (near 20-yr avg 98.2%); eviction of 64 restaurant properties completed.","Maintains 2025 guidance: Core FFO $3.33-$3.38, AFFO $3.39-$3.44 per share."],"consensus_eps_estimate":null,"consensus_eps_actual":0.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":230854000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183396,"accession_number":"0000950170-25-040785","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2025-03-18T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"NNN REIT amends bylaws to allow one-director committees, drop independence qualifications","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board approved Sixth Amendment to Third Amended and Restated Bylaws on March 13, 2025.","Article IV, Section I now permits board committees to consist of one or more directors, removing prior minimum.","Eliminated internal director independence requirements for committee service, deferring to SEC/NYSE rules."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183395,"accession_number":"0000950170-25-017471","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2025-02-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NNN REIT reports 2024 annual results with FFO per share up 2.5% and provides 2025 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["FFO per share for full year 2024 was $3.32, a 2.5% increase over 2023.","AFFO per share for 2024 was $3.35, up 2.8% from prior year.","Annual dividend increased to $2.29 per share, marking the 35th consecutive annual increase.","Occupancy at year-end 2024 was 98.5% with weighted average lease term of 9.9 years.","2025 Core FFO guidance per share is $3.33 to $3.38."],"consensus_eps_estimate":null,"consensus_eps_actual":2.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":869266000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":183394,"accession_number":"0000950170-25-004201","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2025-01-10T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"NNN REIT CFO Kevin Habicht to retire Mar 31, 2025; Vincent Chao appointed successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Kevin Habicht to retire as EVP/CFO effective March 31, 2025; will provide up to 20 months consulting at $45k/month.","Vincent Chao appointed EVP Jan 9, 2025, and will become CFO, Asst. Secretary, Treasurer on April 1, 2025.","Chao receives $500k base salary, $75k sign-on with 25% tax gross-up, 10,000 restricted shares vesting Jan 2028.","Chao most recently Managing Director Finance at RPT Realty; previously Head of U.S. REIT Research at Deutsche Bank.","Habicht's time-based restricted stock awards vest immediately; performance-based awards vest prorated through consulting period."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199978,"accession_number":"0000950170-24-137241","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2024-12-17T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"NNN REIT enters employment letter with EVP/CAO/CTO Miller effective Jan 1 2025; $350k base, 2x severance","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Employment letter replaces 2018 agreement; Miller continues as EVP, Chief Accounting Officer and Chief Technology Officer.","Base salary $350,000 per year; eligible for annual cash bonus and equity awards under the 2017 Performance Incentive Plan.","Designated participant in Executive Severance Plan with termination payment multiple of 2 and change-of-control multiple of 2.","Severance benefits include cash payments, health coverage, and equity vesting, subject to non-compete, non-solicitation, and release.","Fringe benefits include $500/month car allowance and life insurance equal to annual salary."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199977,"accession_number":"0000950170-24-119257","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2024-10-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NNN REIT Q3 FFO per share up 3.7% to $0.84; narrows 2024 Core FFO guidance to $3.28-$3.32","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $218.6M (+6.5% YoY); net earnings $0.53/share vs $0.59 prior.","FFO per share $0.84 (+3.7% YoY); AFFO per share $0.84 (+2.4% YoY).","Acquired 8 properties for $113.6M at 7.6% cap rate; occupancy 99.3%.","Raised $178.9M in equity; issued $500M 5.5% senior notes due 2034.","2024 Core FFO guidance narrowed to $3.28-$3.32; AFFO estimated $3.31-$3.35."],"consensus_eps_estimate":null,"consensus_eps_actual":1.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":650784000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215985,"accession_number":"0000950170-24-088970","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NNN REIT Q2 FFO per share up 3.8% YoY; raises 2024 Core FFO guidance; dividend increased 3%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 FFO per share $0.83 vs $0.80 (+3.8%); AFFO per share $0.84 (+5.0% YoY).","Revenues $216.8M, net earnings $106.7M ($0.58 EPS) vs $98.7M in prior year.","Occupancy 99.3%, acquired 16 properties for $110.5M at 7.9% cash cap rate.","2024 Core FFO guidance raised to $3.27-$3.33 from $3.25-$3.31 per share.","Dividend increased to $0.58/share in July; 35th consecutive annual increase."],"consensus_eps_estimate":null,"consensus_eps_actual":1.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":432220000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235471,"accession_number":"0001193125-24-149146","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2024-05-29T23:59:59+00:00","items":["2.03","9.01"],"status":"ready","headline":"NNN REIT issues $500M of 5.500% senior notes due 2034","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $500M aggregate principal of 5.500% notes due June 15, 2034; net proceeds of $489.4M after discounts.","Interest payable semi-annually on June 15 and December 15, beginning December 15, 2024.","Proceeds to repay outstanding credit facility, fund property acquisitions, and for general corporate purposes.","Underwriting led by BofA Securities, Wells Fargo, PNC Capital Markets, TD Securities, and Truist Securities.","Offering closed May 29, 2024; notes are senior unsecured obligations ranking equally with existing senior debt."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235470,"accession_number":"0000950170-24-060795","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2024-05-16T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"NNN REIT reports annual meeting results; all 9 director nominees elected, say-on-pay approved, EY ratified","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All nine director nominees elected; highest votes for Beall (153.5M) and Gulacsy (153.8M); lowest for Habicht (144.7M).","Advisory vote on executive compensation approved: 149.4M for, 5.0M against, 13.1M broker non-votes.","Ratification of Ernst & Young as independent auditor for 2024: 166.5M for, 1.1M against, 0.3M abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235469,"accession_number":"0000950170-24-050912","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2024-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Q1 2024 FFO per share up 3.8% YoY; AFFO per share up 2.4%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenues $215.4M, net earnings $94.4M ($0.52/shr) vs $90.2M ($0.50) a year ago.","FFO per share $0.83 ($151.3M), Core FFO $0.83, AFFO $0.84 – all YoY increases.","Occupancy 99.4%; weighted avg remaining lease term 10.0 years.","Invested $124.5M in 20 properties at 8.0% initial cash cap rate; sold 6 properties for $18.5M ($4.8M gains).","Issued 519,494 common shares for $21.5M net proceeds."],"consensus_eps_estimate":null,"consensus_eps_actual":0.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":215407000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":235468,"accession_number":"0000950170-24-045141","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2024-04-17T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"NNN REIT amends credit facility: ups size to $1.2B, extends maturity to 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Borrowing capacity increased to $1.2 billion from $1.1 billion.","Termination date extended from June 23, 2025 to April 16, 2028.","Letter of credit sublimit reduced from $60 million to $10 million.","Borrowings bear interest at SOFR plus 10 bps credit spread adjustment plus 77.5 bps margin, subject to credit ratings."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":253274,"accession_number":"0000950170-24-012539","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2024-02-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NNN REIT reports Q4 Core FFO $0.85, raises dividend to $2.23 for 34th consecutive year","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2023 Core FFO $0.85/share ($0.82 excl one-time accrual); full-year Core FFO $3.26, up 3.8% YoY.","Annual dividend raised to $2.23/share, marking 34th consecutive annual increase.","FY2024 Core FFO guidance $3.25-$3.31/share; AFFO guidance $3.29-$3.35/share.","Year-end occupancy 99.5%; $819.7M invested in 165 properties at 7.3% initial cap rate.","$500M senior notes due 2033 issued at 5.600% to fund investments."],"consensus_eps_estimate":null,"consensus_eps_actual":2.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":828111000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270749,"accession_number":"0001193125-23-281481","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2023-11-21T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"NNN REIT EVP, General Counsel Chris Tessitore to retire Jan 1, 2024; consulting agreement in place","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Chris Tessitore steps down as General Counsel and Secretary on Nov 30, 2023, remains EVP until Jan 1, 2024 retirement.","15,740 time-based restricted stock units vest immediately; performance-based awards continue vesting with proration.","Monthly consulting fee of $20,416.66 for up to 20 hours/week during the 12-month transition period.","Non-competition and non-solicitation covenants expire Jan 1, 2025; health benefits and 2023 bonus included.","Retirement and transition agreement filed as Exhibit 10.1; no named successor disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270748,"accession_number":"0000950170-23-057141","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2023-11-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NNN REIT Q3 FFO per share $0.81 (+2.5% YoY); raises 2023 Core FFO guidance to $3.19-$3.23","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $205.1M (+6.0% YoY); net earnings $106.8M ($0.59 per share).","Core FFO $0.81 per share; AFFO $0.82 per share (+1.2% YoY).","Acquired 46 properties for $212.5M at 7.4% cash cap rate; sold 13 for $49.0M at 6.0% cap rate.","Occupancy 99.2% with 10.1-year weighted average lease term; issued $500M 5.600% notes due 2033.","2023 Core FFO guidance raised to $3.19-$3.23 per share; AFFO forecast $3.22-$3.26."],"consensus_eps_estimate":null,"consensus_eps_actual":1.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":611880000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":287661,"accession_number":"0001193125-23-213439","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2023-08-15T23:59:59+00:00","items":["2.03","9.01"],"status":"ready","headline":"NNN REIT closes $500M offering of 5.600% notes due 2033","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Aggregate principal $500M, 5.600% interest, matures October 15, 2033.","Net proceeds approximately $483.9M after underwriting discount and expenses.","Proceeds to repay credit facility, fund property acquisitions, and general corporate purposes.","Notes are senior unsecured obligations, rank equally with existing and future senior debt.","Underwriting syndicate led by BofA Securities, Wells Fargo, Citigroup, Morgan Stanley, U.S. Bancorp."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":287660,"accession_number":"0001193125-23-202905","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2023-08-03T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"NNN REIT enters ATM equity offering for up to 17.5M shares, terminates prior program","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Equity distribution agreement allows sale of up to 17,500,000 common shares at-the-market.","Company may also enter forward sale agreements with forward purchasers for borrowed shares.","Sales agents receive commissions up to 2.0% of gross sales price; similar rate for forward sales.","Prior ATM program from August 2020 terminated concurrently with this new agreement.","Shares will be issued under S-3ASR filed Aug 2, 2023, and prospectus supplement dated Aug 3, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":287659,"accession_number":"0000950170-23-036794","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2023-08-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NNN REIT Q2 FFO/share up 3.9% YoY; raises 2023 Core FFO guidance to $3.17-$3.22","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 Core FFO per share $0.80 vs $0.79 prior year (+1.3%); AFFO per share $0.80.","Revenue $202.6M, net earnings $98.7M ($0.54 diluted EPS).","Invested $181.3M in 36 properties at 7.2% initial cash cap rate; portfolio occupancy 99.4%.","Raised 2023 Core FFO guidance from $3.14-$3.20 to $3.17-$3.22 per share.","Sold 7 properties for $28.2M with $13.9M gains at 5.1% cap rate."],"consensus_eps_estimate":null,"consensus_eps_actual":1.04,"consensus_revenue_estimate":null,"consensus_revenue_actual":406748000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":307907,"accession_number":"0000950170-23-022531","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2023-05-16T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"NNN REIT annual meeting approves director slate, say-on-pay, and incentive plan amendment","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All nine director nominees elected; votes for ranged from 141M to 151M.","Advisory vote on executive compensation approved: 147.7M for, 3.5M against.","Frequency of future say-on-pay votes set at every year (147.7M votes for 1-year).","Incentive plan amended: share reserve increased from 1.8M to 4.8M shares; individual award limits raised.","Ernst & Young ratified as auditor for 2023: 163.7M for, 0.7M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.15,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":307906,"accession_number":"0000950170-23-016443","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2023-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NNN REIT Q1 FFO $0.80/share (+6.7% YoY), occupancy 99.4%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $204.1M, net earnings $90.2M ($0.50 EPS), vs $190.3M and $81.4M ($0.46) in Q1 2022.","Core FFO $0.80/share (+3.9% YoY); AFFO $0.82/share (+3.8% YoY).","Occupancy 99.4%; weighted avg lease term 10.3 years at March 31, 2023.","Acquired 43 properties for $156.2M at 7.0% initial cap rate; sold 6 properties for $11.9M.","Raised $16.9M net from share issuance; unsecured debt weighted avg maturity 12.9 years."],"consensus_eps_estimate":null,"consensus_eps_actual":0.5,"consensus_revenue_estimate":null,"consensus_revenue_actual":204108000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":307905,"accession_number":"0000950170-23-015338","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2023-04-27T23:59:59+00:00","items":["5.03","8.01","9.01"],"status":"ready","headline":"National Retail Properties to change name to NNN REIT, Inc. on May 1","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board unanimously approved name change to NNN REIT, Inc., effective May 1, 2023.","Stock trades under new name on NYSE beginning May 8, 2023; ticker NNN unchanged.","CEO states no change to investment strategy or balance sheet management.","Company owned 3,411 properties as of Dec 31, 2022; has increased dividends for 33 consecutive years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":326842,"accession_number":"0000950170-23-002247","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2023-02-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NNN reports record 2022 Core FFO growth of 9.8%; raises dividend for 33rd consecutive year","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year Core FFO per share $3.14, up 9.8% YoY; AFFO per share $3.21.","Q4 Core FFO $0.80 per share vs $0.75 in Q4 2021; net earnings $0.50 per share.","Annual dividend raised to $2.16 per share, marking 33rd consecutive annual increase.","2023 Core FFO guidance $3.14-$3.20 per share; AFFO guidance $3.19-$3.25 per share.","Portfolio occupancy 99.4% at Dec 31 with weighted avg lease term of 10.4 years."],"consensus_eps_estimate":null,"consensus_eps_actual":1.89,"consensus_revenue_estimate":null,"consensus_revenue_actual":773053000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":344558,"accession_number":"0000950170-22-026753","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2022-12-19T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"National Retail Properties amends credit agreement to replace LIBOR with SOFR as base rate","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["December 16, 2022: First Amendment to Second Amended and Restated Credit Agreement executed with Wells Fargo as Administrative Agent and syndicate of lenders.","Base rate under credit agreement changed from LIBOR to Adjusted Secured Overnight Financing Rate (SOFR).","All other terms and conditions of the existing credit agreement remain in full force and effect.","No changes to principal amount, maturity, or financial covenants reported."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":344557,"accession_number":"0000950170-22-020983","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2022-11-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NNN Q3 FFO $0.79; raises 2022 Core FFO guidance to $3.11-$3.15","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $193.5M, net earnings $88.4M ($0.50 diluted EPS).","Core FFO per share $0.79; AFFO per share $0.81 (ex-COVID deferral repayments $0.80).","Occupancy 99.4%; acquired $223.1M in 52 properties at 6.3% initial yield.","2022 Core FFO guidance raised from $3.07-$3.12 to $3.11-$3.15 per share.","Only $50M drawn on $1.1B line of credit; no material 2023 debt maturities."],"consensus_eps_estimate":null,"consensus_eps_actual":1.38,"consensus_revenue_estimate":null,"consensus_revenue_actual":574533000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":361042,"accession_number":"0000950170-22-017512","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2022-08-16T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"NNN appoints Elizabeth Castro Gulacsy, former SeaWorld CFO, to Board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Elizabeth Castro Gulacsy appointed to NNN Board effective August 17, 2022.","Most recently served as CFO and Treasurer at SeaWorld Entertainment; previously CAO at Cross Country Healthcare.","Awarded $55,625 in restricted stock upon appointment; expected to serve on Audit Committee.","Licensed CPA with a Master's in Accounting from University of Florida."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":361041,"accession_number":"0000950170-22-014014","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2022-08-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"National Retail Properties Q2 Core FFO rises to $0.79/share; raises 2022 guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 2022 revenues $190.8M, net earnings $74.2M ($0.42 EPS); Core FFO $0.79/share vs $0.70 YoY.","Occupancy 99.1%; acquired 43 properties for $153.8M at 6.2% initial cash yield.","Raised 2022 Core FFO guidance to $3.07-$3.12/share from $3.01-$3.08.","AFFO per share $0.81 for Q2, up from $0.77 in Q2 2021.","Dividend increased ~4% to $0.55/share, marking 33rd consecutive annual increase."],"consensus_eps_estimate":null,"consensus_eps_actual":0.89,"consensus_revenue_estimate":null,"consensus_revenue_actual":381062000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":380227,"accession_number":"0000950170-22-009749","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2022-05-12T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"National Retail Properties annual meeting: all director nominees elected, say-on-pay approved, E&Y ratified","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Eight directors elected with at least 138.9M votes for each; highest withhold 9.4M for Kevin B. Habicht.","Advisory vote on executive compensation passed with 138.8M for, 9.3M against, 0.4M abstain.","Ratification of Ernst & Young as 2022 auditor approved with 161.7M for, 0.7M against.","Total shares outstanding 162.6M; broker non-votes 14.1M on proposals 1 and 2 but not on proposal 3."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":380226,"accession_number":"0000950170-22-006953","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2022-05-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"National Retail Properties Q1 Core FFO $0.77 beats; raises 2022 guidance to $3.01-$3.08","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 Core FFO $0.77 per share (up from $0.69 YoY); AFFO $0.79 per share (up from $0.76).","Revenues $190.3M, net earnings $81.4M ($0.46 EPS) vs $52.1M ($0.30) in prior year.","Occupancy 99.2% (10.6-year avg lease term); invested $210.8M in 59 properties at 6.2% initial yield.","Raised 2022 Core FFO guidance to $3.01-$3.08 per share (from $2.93-$3.00); AFFO forecast $3.08-$3.15.","Balance sheet: $53.7M cash, zero drawn on $1.1B revolver, 100% fixed-rate debt with 14.5-year avg maturity."],"consensus_eps_estimate":null,"consensus_eps_actual":0.46,"consensus_revenue_estimate":null,"consensus_revenue_actual":190279000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":398347,"accession_number":"0001193125-22-044981","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2022-02-17T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"National Retail Properties appoints Stephen Horn to Board, ahead of CEO transition on April 29, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from 9 to 10 directors; Horn appointed effective Feb 17, 2022.","Horn will succeed as CEO and President on April 29, 2022, as previously announced.","Horn currently EVP & COO; previously EVP & Chief Acquisition Officer since Jan 2014.","No additional compensation for Board role as he is an employee of the company.","Horn has been with company since 2003, prior role in M&A at A.G. Edwards."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":398346,"accession_number":"0000950170-22-000936","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2022-02-09T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"NNN reports record 2021 results; raises 2022 Core FFO guidance to $2.93-$3.00","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $187.3M, net earnings $0.37/sh; full-year revenue $726.4M, net earnings $1.51/sh.","Full-year Core FFO $2.86/sh ($500.1M) up from $2.59/sh; AFFO $3.06/sh up from $2.51/sh.","Occupancy 99.0% at year-end; weighted avg lease term 10.6 years.","Annual dividend increased to $2.10/sh, 32nd consecutive annual increase.","2022 Core FFO guidance raised to $2.93-$3.00/sh; AFFO guidance $3.01-$3.07/sh."],"consensus_eps_estimate":null,"consensus_eps_actual":1.51,"consensus_revenue_estimate":null,"consensus_revenue_actual":726407000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":398345,"accession_number":"0001193125-22-014868","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2022-01-21T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"CEO Jay Whitehurst to retire Apr 28; Steve Horn named successor effective Apr 29","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Whitehurst retires as President and CEO effective April 28, 2022; will serve as consultant for 20 months at $60k/month.","Steve Horn (current EVP/COO) appointed President and CEO effective April 29, 2022; base salary $750k.","Whitehurst's time-based restricted stock awards (55,184 shares) vest immediately; performance-based awards continue per original terms.","Horn designated as participant in new Executive Severance Plan with termination multiple of 2.5x and change-of-control multiple of 3x."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":417367,"accession_number":"0000950170-21-004753","cik":751364,"company_name":"NNN REIT, INC.","ticker":"NNN","form_type":"8-K","filed_at":"2021-11-18T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"National Retail Properties appoints Kamau Witherspoon to Board of Directors","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board expanded from 8 to 9 directors; appointment effective January 1, 2022.","Witherspoon is Senior Vice President of Operations at Target Corporation (since 2018).","Previous roles include Chief Restaurant Excellence Officer at KFC U.S. and SVP at UnitedHealth Group.","Expected to serve on Audit Committee and Governance and Nominating Committee.","No compensation arrangement entered into with Witherspoon at time of appointment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":8523117998.215878,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}