secwatch.observer — SEC 8-K summary
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Issuer:     NNN REIT, INC. (NNN)
CIK:        0000751364
Form:       8-K
Filed at:   2026-08-05T12:30:17+00:00
Accession:  0001193125-26-333958
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/751364/000119312526333958/0001193125-26-333958-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/751364/000119312526333958/nnn-20260805.htm
  HTML page:      https://secwatch.observer/filing/0001193125-26-333958

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer