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NTSTNETSTREIT Corp.
$21.96$2.2B
Overview & Verdict
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NTST logoNETSTREIT Corp.(NTST)Earnings, Financials & Key Ratios

NTST•NYSE•REIT / Real Estate
$21.96
267.8× P/E·Price updated Jul 7, 2026
SectorReal EstateIndustryRetail REITsSub-IndustryNet Lease Retail REITs
AboutNETSTREIT is an internally managed Real Estate Investment Trust (REIT) based in Dallas, Texas that specializes in acquiring single-tenant net lease retail properties nationwide. The growing portfolio consists of high-quality properties leased to e-commerce resistant tenants with healthy balance sheets. Led by a management team of seasoned commercial real estate executives, NETSTREIT's strategy is to create the highest quality net lease retail portfolio in the country with the goal of generating consistent cash flows and dividends for its investors.Show more
  • Revenue$181M+20.9%
  • FFO$93M+43.6%
  • FFO/Share1.11+30.5%
  • FFO Payout75.68%-23.0%
  • FFO per Share1.11+30.5%
  • NOI Margin89.96%+0.9%
  • FFO Margin51.43%+18.8%
  • ROE0.49%+154.1%
  • ROA0.28%+149.9%

NTST Price & Volume

NETSTREIT Corp. (NTST) stock price & volume — 10-year historical chart

Loading chart...

Aggressive Acquisition Strategy Drives Rapid Revenue Expansion

Investment Thesis • Updated 2026Q1

VerdictNeutral
Growth:Accelerating
Profitability:Moderate
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Aggressive equity-funded acquisition pace

Key Thesis Takeaways

  • NETSTREIT is executing an aggressive, acquisition-led growth strategy that has successfully scaled the asset base to $2.8 billion as of 2026Q1.
  • While the company maintains robust NOI margins near 90%, the reliance on external capital and the recent anomalous -$209.3M AFFO figure suggest significant execution risks.
  • Investors should monitor whether the company can sustain its 33.3% FFO growth rate without further dilutive equity issuance or continued cash flow volatility.

Verdict Logic

while the company achieved 33.3% FFO growth in 2026Q1, the extreme volatility in AFFO and the $239.4M capital expenditure surge warrant caution regarding the sustainability of current dividend coverage.

NTST Growth Metrics

NETSTREIT Corp. (NTST) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years-
5 Years40.42%
3 Years25.16%
TTM22.2%

Profit CAGR

10 Years-
5 Years56.72%
3 Years-5.27%
TTM196.51%

EPS CAGR

10 Years-
5 Years59.27%
3 Years-19.97%
TTM181.94%

Return on Capital

10 Years1.52%
5 Years1.55%
3 Years1.94%
Last Year2.41%

NTST Recent Earnings

NETSTREIT Corp. (NTST) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 1/12 qtrs (8%)●Beat Revenue 9/12 qtrs (75%)
Q2 2026Latest
Apr 20, 2026
Metric
Actual
Est
EPS
$0.06-13.5%
$0.07
Rev
$54M+6.3%
$51M
Q1 2026
Feb 10, 2026
Metric
Actual
Est
EPS
$0.02-69.7%
$0.07
Rev
$52M+9.7%
$48M
Q4 2025
Oct 27, 2025
Metric
Actual
Est
EPS
$0.01-97.0%
$0.33
Rev
$48M-5.2%
$51M
Q3 2025
Jul 23, 2025
Metric
Actual
Est
EPS
$0.04-87.5%
$0.32
Rev
$48M+0.1%
$48M
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestApr 20, 2026
$0.06vs $0.07-13.5%
$54Mvs $51M+6.3%
Q1 2026Feb 10, 2026
$0.02vs $0.07-69.7%
$52Mvs $48M+9.7%
Q4 2025Oct 27, 2025
$0.01vs $0.33-97.0%
$48Mvs $51M-5.2%
Q3 2025Jul 23, 2025
$0.04vs $0.32-87.5%
$48Mvs $48M+0.1%
Based on last 12 quarters of dataView full earnings history →

Latest NTST News

Recent stock market news and headlines for NETSTREIT Corp. (NTST)

Business Wire·5 days ago
NETSTREIT Corp. Announces Dates for Second Quarter 2026 Earnings Release and Conference Call

DALLAS--(BUSINESS WIRE)--NETSTREIT Corp. (the “Company”), a nationwide owner of high-quality, single-tenant net lease properties, today announced that it will release its second quarter 2026 financial results on Wednesday, July 22, 2026, after the close of trading on the New York Stock Exchange. A conference call will be held on Thursday, July 23, 2026 at 11:00 AM ET.A live webcast will be accessible on the “Investor Relations” section of the Company's website at www.NETSTREIT.com. To listen to.

Seeking Alpha·Jun 30, 2026
Netstreit: Shares Fairly Valued Following Index Inclusion

Netstreit Corp. just joined the S&P SmallCap 600 index at the end of June. The NTST inclusion follows continuing outperformance from the single-tenant net lease REIT. Shares in NTST stock are up over 25% in the last year, and I continue to view the outlook as positive.

GuruFocus·Jun 24, 2026
NETSTREIT Set to Join S&P SmallCap 600

NETSTREIT Set to Join S&P SmallCap 600 PR Newswire NEW YORK, June 24, 2026 NEW YORK

PRNewsWire·Jun 24, 2026
NETSTREIT Set to Join S&P SmallCap 600

NEW YORK, June 24, 2026 /PRNewswire/ -- NETSTREIT Corp. (NYSE: NTST) will replace ProAssurance Corp. (NYSE: PRA) in the S&P SmallCap 600 effective prior to the opening of trading on Monday, June 29. The Doctors Company is acquiring ProAssurance in a cash deal expected to close soon, pending final closing conditions.

Zacks Investment Research·Jun 23, 2026
HPP vs. NTST: Which Stock Is the Better Value Option?

Investors looking for stocks in the REIT and Equity Trust - Other sector might want to consider either Hudson Pacific Properties (HPP) or NETSTREIT (NTST). But which of these two stocks presents investors with the better value opportunity right now?

Peers Comparison

Key metrics vs top competitors for NETSTREIT Corp. (NTST)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
NTST logoNTSTNETSTREIT Corp.Current
$21.96$2.18B267.8020.91%3.8%0.49%3.82%
ADC logoADCAgree Realty Corporation
$78.40$9.42B44.2916.42%29.28%3.65%—
NNN logoNNNNNN REIT, Inc.
$47.44$9.03B22.926.55%41.38%8.81%—
EPRT logoEPRTEssential Properties Realty Trust, Inc.
$31.28$6.76B24.4424.97%43.28%6.3%—
O logoORealty Income Corporation
$64.01$59.69B54.719.07%18.94%2.8%—
WPC logoWPCW. P. Carey Inc.
$71.24$15.62B33.768.89%26.02%6.29%—

Compare NTST vs Peers

NETSTREIT Corp. (NTST) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs ADC

Most directly comparable listed peer for NTST.

Scale Benchmark

vs WMT

Larger-name benchmark to compare NTST against a more recognizable public peer.

Peer Set

Compare Top 5

vs ADC, NNN, EPRT, O

NTST SEC Filings & Documents

NETSTREIT Corp. (NTST) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Apr 21, 2026·SEC

Material company update

Apr 20, 2026·SEC

Material company update

Mar 2, 2026·SEC

10-K Annual Reports

3
FY 2026

Feb 10, 2026·SEC

FY 2025

Feb 24, 2025·SEC

FY 2024

Feb 14, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

Apr 20, 2026·SEC

FY 2025

Oct 27, 2025·SEC

FY 2025

Jul 23, 2025·SEC

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NTST Frequently Asked Questions

NETSTREIT Corp. (NTST) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is NETSTREIT Corp.'s revenue?

NETSTREIT Corp. (NTST) reported $192.7M in revenue for fiscal year 2025. This represents a 681% increase from $24.7M in 2018.

How fast is NETSTREIT Corp. growing?

NETSTREIT Corp. (NTST) grew revenue by 20.9% over the past year. This is strong growth.

Is NTST profitable?

Yes, NETSTREIT Corp. (NTST) is profitable, generating $10.9M in net income for fiscal year 2025 (3.8% net margin).

Dividend & Returns
Does NTST pay dividends?

Yes, NETSTREIT Corp. (NTST) pays a dividend with a yield of 3.82%. This makes it attractive for income-focused investors.

What is NTST's return on equity?

NETSTREIT Corp. (NTST) has a return on equity (ROE) of 0.5%. This is below average, suggesting room for improvement.

Industry Metrics
What is NETSTREIT Corp.'s FFO?

NETSTREIT Corp. (NTST) generated Funds From Operations (FFO) of $100.8M in the trailing twelve months. FFO is the primary profitability metric for REITs.

Is NTST a good dividend stock?

NETSTREIT Corp. (NTST) offers a 3.82% dividend yield, which is attractive for income investors. REITs are required to distribute at least 90% of taxable income to shareholders.

What if you invested $1,000 in NTST back in 2018?

Total return calculator · dividends reinvested · 8+ years of data

See returns →