

Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
Current price $41.72
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Oct 1, 26 | Mueller Charles E Jr | 0 | — | ||
| Oct 20, 26 |
| Barclays |
| maintain |
| Underweight |
| Underweight |
| Oct 19, 26 | Wells Fargo | maintain | Equal Weight | Equal Weight |
| Sep 21, 26 | Evercore ISI Group | maintain | In Line | In Line |
| Sep 21, 26 | Morgan Stanley | upgrade | Equal Weight | Overweight |
| Sep 4, 26 | Barclays | maintain | Underweight | Underweight |
| Sep 1, 26 | Wells Fargo | maintain | Equal Weight | Equal Weight |
| Aug 12, 26 | B. Riley Securities | maintain | Neutral | Neutral |
| Aug 6, 26 | RBC Capital | maintain | Sector Perform | Sector Perform |
| Aug 6, 26 | Evercore ISI Group | maintain | In Line | In Line |
| Oct 1, 26 |
| Chiu Christina |
| 0 |
| — |
| Jul 31, 26 | Witherspoon Kamau Omari | director | A-Award | 1,353 @ $48.14 | $65.13K |
| Jul 31, 26 | Holden Betsy D | director | A-Award | 1,217 @ $48.14 | $58.59K |
| Jul 31, 26 | Gulacsy Elizabeth | director | A-Award | 1,039 @ $48.14 | $50.02K |
| Jul 31, 26 | Fritsch Edward J | director | A-Award | 1,118 @ $48.14 | $53.82K |
| Jul 31, 26 | Fick David M | director | A-Award | 1,715 @ $48.14 | $82.56K |
| Jul 31, 26 | Beall Pamela K.M. | director | A-Award | 831 @ $48.14 | $40.00K |
Stock news · updated daily
The yield you chase in retirement determines not just how much you need invested, but whether your income survives a decade of inflation or quietly falls apart. Three very different portfolios can all generate $6,800 a month, and the math behind each one changes everything.
Four dividend stocks sitting in the wrong account quietly hand a five-figure sum to the IRS every single year, and the bracket you land in determines exactly how much compounding power you surrender over time.
Realty Income's massive size is forcing it to reinvent itself. Its expansion into new sectors introduces both opportunities and risks. NNN offers a simpler alternative with more predictable growth.
NNN REIT offers a conservative, high-quality net lease retail portfolio with a 99%+ occupancy rate and strong tenant diversification. NNN maintains a defensive balance sheet, low leverage, and self-funds growth, minimizing shareholder dilution and supporting sustainable mid-single digit per-share growth. Recent market correction and higher treasury yields have pushed NNN's dividend yield to ~6%, creating an attractive entry point for long-term income investors.
At 55, two retirement clocks start ticking the moment you open a Roth IRA, and missing either one turns tax-free income into a tax bill. Here is what it actually takes to hit nearly $4,000 a month before both deadlines expire.
Where you hold a dividend portfolio matters almost as much as what you hold, and for one mix of REITs and a BDC generating nearly $45,000 a year, the difference between account types could quietly reshape your retirement math.
Turning a pile of savings into $6,300 a month that never runs out sounds simple until you realize the yield you chase determines not just how much capital you need but how fast that income can quietly collapse beneath you.
Realty Income dominates net-lease portfolios by default, but four rivals offer higher yields, faster payout growth, and tenant rosters built around casinos, experiential venues, and inflation-linked leases that O simply cannot match.
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Aug 5, 2026 | 0.51 | 0.52 | Beat 2.4% | $242.7M |
| Apr 30, 2026 | 0.51 | 0.50 | Miss -2.2% | $240.0M |
| Feb 11, 2026 | 0.49 | 0.51 | Beat 3.3% | $237.5M |
| Nov 4, 2025 | 0.50 | 0.51 | Beat 2.0% | $229.8M |
| Aug 5, 2025 | 0.50 | 0.54 | Beat 8.0% | $226.5M |
| May 1, 2025 | 0.49 | 0.52 | Beat 5.8% | $230.6M |
SEC EDGAR filings · last 12 months
| Form | Filed | Accepted | Document |
|---|---|---|---|
| 3 | Oct 8, 2026 | 2026-10-08 16:30:17 | View |
| 3 | Oct 8, 2026 | 2026-10-08 16:30:12 | View |
| 8-K | Aug 17, 2026 | 2026-08-17 16:30:15 | View |
| SC 13G | Aug 13, 2026 | 2026-08-13 09:13:05 | View |
| 8-K | Aug 7, 2026 | 2026-08-07 06:00:24 | View |
| 424B5 | Aug 6, 2026 | 2026-08-06 16:56:26 | View |
| SC 13G/A | Aug 6, 2026 | 2026-08-06 10:33:46 | View |
| S-3ASR | Aug 5, 2026 | 2026-08-05 16:01:53 | View |
| 10-Q | Aug 5, 2026 | 2026-08-05 08:35:35 | View |
| 8-K | Aug 5, 2026 | 2026-08-05 08:30:17 | View |
Proxy statement (DEF 14A) disclosures
TTM vs. 5-year historical average (annual ratios)
| Metric | NNN | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | 20.5x | 22.8x · sector 35.5x | Discount |
| Forward P/E (FY26E) | 20.3x | EPS est. 2.05 | In line |
| Price / Book | 1.8x | 1.9x | In line |
| Price / Sales | 8.3x | 9.6x | In line |
| EV / EBITDA | 14.8x | 15.9x | In line |
| Return on equity | 8.7% | — | Weak |
| Gross margin | 81.8% | 84.7% | In line |
| Debt / Equity | 1.12 | 1.01 | Moderate |
| Piotroski / Altman Z | 7/9 | Z 1.09 | Distress |
Discounted cash flow model
1255 daily bars · split adjusted
Daily · Wilder smoothing
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 51.06 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 73.26 | Oscillator | Neutral |
| Williams %R (14) | -26.55 | Oscillator | Neutral |
| MACD (12, 26, 9) | -0.32 (Hist 0.30) | Oscillator | Buy |
| Average Directional Index (14) | 28.49 (+DI 19.3 / -DI 17.3) | Trend |
| EMA 20 | 41.32 | MA | Buy |
| SMA 20 | 40.89 | MA | Buy |
| EMA 50 | 42.57 | MA | Sell |
| SMA 50 | 42.87 | MA | Sell |
| SMA 200 | 44.29 | MA | Strong Sell |