NETSTREIT (NYSE:NTST) Issues FY 2026 Earnings Guidance

NETSTREIT (NYSE:NTST) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided EPS guidance of 1.360-1.390 for the period, compared to the consensus EPS estimate of 0.680. The company issued revenue guidance of -.

NETSTREIT Price Performance

Shares of NTST opened at $20.89 on Wednesday. The firm has a market capitalization of $2.03 billion, a price-to-earnings ratio of 160.74, a price-to-earnings-growth ratio of 3.25 and a beta of 0.88. The company has a debt-to-equity ratio of 0.75, a quick ratio of 3.12 and a current ratio of 3.12. NETSTREIT has a one year low of $15.23 and a one year high of $21.30. The stock’s fifty day moving average is $20.01 and its 200-day moving average is $18.85.

NETSTREIT (NYSE:NTST) last issued its quarterly earnings results on Monday, April 20th. The company reported $0.06 EPS for the quarter, missing analysts’ consensus estimates of $0.07 by ($0.01). The business had revenue of $57.06 million for the quarter, compared to analyst estimates of $50.10 million. NETSTREIT had a net margin of 5.29% and a return on equity of 0.80%. NETSTREIT has set its FY 2026 guidance at 1.360-1.390 EPS. Equities analysts anticipate that NETSTREIT will post 1.3 EPS for the current year.

NETSTREIT Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Monday, June 1st will be issued a dividend of $0.88 per share. The ex-dividend date of this dividend is Monday, June 1st. This is an increase from NETSTREIT’s previous quarterly dividend of $0.22. This represents a $3.52 dividend on an annualized basis and a yield of 16.8%. NETSTREIT’s dividend payout ratio is presently 977.78%.

Analysts Set New Price Targets

A number of research firms recently issued reports on NTST. Raymond James Financial lowered NETSTREIT from a “strong-buy” rating to an “outperform” rating and lifted their target price for the stock from $21.00 to $22.00 in a report on Tuesday, March 17th. Cantor Fitzgerald lifted their target price on NETSTREIT from $20.00 to $22.00 and gave the stock an “overweight” rating in a report on Tuesday, February 17th. Stifel Nicolaus lifted their target price on NETSTREIT from $21.00 to $22.25 and gave the stock a “buy” rating in a report on Tuesday. BTIG Research lifted their target price on NETSTREIT from $19.00 to $22.00 and gave the stock a “buy” rating in a report on Tuesday, March 3rd. Finally, Robert W. Baird lifted their target price on NETSTREIT from $21.00 to $22.00 and gave the stock an “outperform” rating in a report on Tuesday. Twelve research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $21.94.

NETSTREIT News Summary

Here are the key news stories impacting NETSTREIT this week:

• Positive Sentiment: Management raised FY‑2026 EPS guidance to a range of 1.360–1.390 (well above prior consensus), signaling stronger forward earnings expectations — this is a material positive for valuation and outlook. View Press Release
• Positive Sentiment: The board approved a 300% increase to the quarterly dividend ($0.88 per share), implying a ~17.1% yield and a June 1 record date — this makes NTST highly attractive to income investors but raises questions about payout sustainability. (Dividend announcement)
• Positive Sentiment: Stifel Nicolaus upgraded NTST to Buy and raised its price target to $22.25, implying upside from current levels — broker support can help sentiment. Benzinga
• Neutral Sentiment: Funds From Operations (FFO) for Q1 came in at $0.34, matching Zacks’ consensus and up from $0.32 a year ago — FFO in line with expectations reduces surprise risk but offers limited upside. NETSTREIT (NTST) Meets Q1 FFO Estimates
• Neutral Sentiment: Revenue beat: reported $57.06M vs. ~ $50.1M expected — top‑line strength helps the story but was offset by other metrics. Q1 Earnings Snapshot
• Negative Sentiment: GAAP EPS missed consensus: $0.06 vs $0.07 expected, which contributed to near‑term selling pressure and indicates the quarter was mixed despite the revenue beat. View Press Release
• Negative Sentiment: Underlying profitability metrics remain weak (low net margin and modest ROE), and the unusually high dividend yield raises questions about long‑term sustainability and balance‑sheet impact. Analysts/markets noted a mixed reaction after the quarter. Netstreit trades lower after mixed quarterly earnings

Institutional Investors Weigh In On NETSTREIT

A number of institutional investors have recently bought and sold shares of NTST. Alyeska Investment Group L.P. boosted its position in NETSTREIT by 171.6% during the 4th quarter. Alyeska Investment Group L.P. now owns 4,027,188 shares of the company’s stock worth $71,040,000 after acquiring an additional 2,544,458 shares during the period. Millennium Management LLC lifted its holdings in shares of NETSTREIT by 88.8% during the 3rd quarter. Millennium Management LLC now owns 3,790,130 shares of the company’s stock valued at $68,450,000 after buying an additional 1,782,158 shares during the last quarter. BROOKFIELD Corp ON lifted its holdings in shares of NETSTREIT by 158.5% during the 4th quarter. BROOKFIELD Corp ON now owns 1,080,483 shares of the company’s stock valued at $19,060,000 after buying an additional 662,459 shares during the last quarter. Ameriprise Financial Inc. lifted its holdings in shares of NETSTREIT by 1,058.1% during the 3rd quarter. Ameriprise Financial Inc. now owns 648,318 shares of the company’s stock valued at $11,709,000 after buying an additional 592,335 shares during the last quarter. Finally, Adage Capital Partners GP L.L.C. lifted its holdings in shares of NETSTREIT by 96.2% during the 2nd quarter. Adage Capital Partners GP L.L.C. now owns 1,162,949 shares of the company’s stock valued at $19,689,000 after buying an additional 570,094 shares during the last quarter.

About NETSTREIT

NetSTREIT Corp. is a real estate investment trust that specializes in the acquisition and management of single‐tenant, net lease retail properties across the United States. The company targets assets leased to investment‐grade or creditworthy tenants under long‐term, triple‐net leases, which generally shift property‐level expenses—such as taxes, insurance and maintenance—to the tenant. This business model is designed to generate predictable, stable income streams and to limit landlord responsibilities.

NetSTREIT’s portfolio encompasses a diversified mix of essential retail and service properties, including quick‐service restaurants, convenience stores, banks, automotive service centers and medical clinics.