---
schema_version: "secwatch.filing_event.v1"
accession: "0001193125-26-333958"
form_type: "8-K"
ticker: "NNN"
cik: "0000751364"
company_name: "NNN REIT, INC."
filed_at: "2026-08-05T12:30:17+00:00"
generated_at: "2026-08-05T12:35:37.746348+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# NNN REIT Q2: Core FFO $0.89, AFFO $0.90; raises 2026 guidance, dividend up 3.3%

## Summary
- Net earnings $0.52/diluted share vs $0.54 prior year; Core FFO $0.89 (+6% YoY), AFFO $0.90 (+5.9%).
- Portfolio occupancy 99.1% (up 110 bps YoY); ABR $959.1M (+7.3%).
- Acquired $291M in Q2 at 7.3% cap rate; raised 2026 acquisition guidance to $700-800M.
- Raised 2026 Core FFO guidance to $3.50-$3.54 and AFFO to $3.55-$3.59.
- Declared Q3 dividend $0.62/share (3.3% increase), 37th consecutive annual increase.

## SEC filing metadata
- accession: 0001193125-26-333958
- form_type: 8-K
- ticker: NNN
- cik: 0000751364
- company_name: NNN REIT, INC.
- filed_at: 2026-08-05T12:30:17+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/751364/000119312526333958/0001193125-26-333958-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/751364/000119312526333958/nnn-20260805.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001193125-26-333958
- JSON: https://secwatch.observer/filing/0001193125-26-333958.json
- Plain text: https://secwatch.observer/filing/0001193125-26-333958.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.