SG Americas Securities LLC Increases Stake in NNN REIT, Inc. $NNN

Posted by Geri Gentry on Jun 27th, 2026

SG Americas Securities LLC increased its holdings in NNN REIT, Inc. (NYSE:NNN – Free Report) by 798.2% in the first quarter, Holdings Channel reports. The fund owned 268,872 shares of the real estate investment trust’s stock after purchasing an additional 238,938 shares during the quarter. SG Americas Securities LLC’s holdings in NNN REIT were worth $11,301,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in NNN. BI Asset Management Fondsmaeglerselskab A S bought a new stake in shares of NNN REIT in the 1st quarter valued at about $2,165,000. Sound Income Strategies LLC boosted its stake in shares of NNN REIT by 8.0% during the fourth quarter. Sound Income Strategies LLC now owns 469,045 shares of the real estate investment trust’s stock valued at $20,000,000 after purchasing an additional 34,852 shares in the last quarter. Tudor Investment Corp ET AL bought a new position in shares of NNN REIT during the fourth quarter valued at approximately $1,300,000. Horizon Investments LLC boosted its position in NNN REIT by 65.0% during the 3rd quarter. Horizon Investments LLC now owns 77,022 shares of the real estate investment trust’s stock valued at $3,230,000 after acquiring an additional 30,333 shares in the last quarter. Finally, Captrust Financial Advisors increased its holdings in shares of NNN REIT by 17.3% in the 3rd quarter. Captrust Financial Advisors now owns 135,241 shares of the real estate investment trust’s stock valued at $5,757,000 after acquiring an additional 19,976 shares during the period. 89.96% of the stock is currently owned by institutional investors.

NNN REIT Stock Performance

Shares of NNN opened at $47.40 on Friday. NNN REIT, Inc. has a 12 month low of $38.90 and a 12 month high of $47.47. The stock has a fifty day moving average price of $44.84 and a 200-day moving average price of $43.29. The company has a current ratio of 0.63, a quick ratio of 0.63 and a debt-to-equity ratio of 1.10. The firm has a market cap of $9.02 billion, a PE ratio of 23.01, a P/E/G ratio of 7.53 and a beta of 0.81.

NNN REIT (NYSE:NNN – Get Free Report) last posted its quarterly earnings data on Thursday, April 30th. The real estate investment trust reported $0.50 earnings per share for the quarter, missing analysts’ consensus estimates of $0.51 by ($0.01). NNN REIT had a return on equity of 8.81% and a net margin of 41.38%.The business had revenue of $240.42 million during the quarter, compared to analyst estimates of $237.75 million. During the same period in the previous year, the business earned $0.87 EPS. The firm’s revenue for the quarter was up 4.1% compared to the same quarter last year. NNN REIT has set its FY 2026 guidance at 3.480-3.540 EPS. Equities research analysts predict that NNN REIT, Inc. will post 3.49 earnings per share for the current fiscal year.

NNN REIT Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Thursday, April 30th were issued a $0.60 dividend. This represents a $2.40 annualized dividend and a yield of 5.1%. The ex-dividend date of this dividend was Thursday, April 30th. NNN REIT’s dividend payout ratio (DPR) is currently 116.50%.

Analysts Set New Price Targets

A number of brokerages recently weighed in on NNN. Morgan Stanley upped their price objective on NNN REIT from $48.00 to $50.00 and gave the stock an “overweight” rating in a research note on Tuesday, April 28th. UBS Group lifted their target price on NNN REIT from $43.00 to $45.00 and gave the company a “neutral” rating in a research note on Monday, March 9th. Jefferies Financial Group began coverage on shares of NNN REIT in a report on Monday, June 1st. They issued a “hold” rating and a $47.00 target price for the company. Wells Fargo & Company increased their price target on shares of NNN REIT from $44.00 to $45.00 and gave the company an “equal weight” rating in a research report on Monday, June 1st. Finally, Wall Street Zen cut shares of NNN REIT from a “hold” rating to a “sell” rating in a report on Saturday, June 20th. Three equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, NNN REIT presently has a consensus rating of “Hold” and an average price target of $45.65.

Read Our Latest Research Report on NNN

NNN REIT Profile

(Free Report)

NNN REIT (NYSE: NNN), formally known as National Retail Properties, is a publicly traded real estate investment trust focused on acquiring, owning and managing a diversified portfolio of retail properties across the United States. As a net-lease REIT, the company enters into long-term, triple-net leases with national and regional tenants, shifting most property-related expenses, including maintenance, taxes and insurance, to its lessees. This structure provides NNN REIT with predictable cash flows and a stable income stream rooted in essential retail uses such as convenience stores, dollar stores, drug stores and quick-service restaurants.

Founded in 1984 and headquartered in Orlando, Florida, NNN REIT has steadily grown its footprint through disciplined acquisitions and selective lease underwriting.

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Institutional Ownership by Quarter for NNN REIT (NYSE:NNN)

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