NETSTREIT (NYSE:NTST) Sees Unusually-High Trading Volume – Still a Buy?

NETSTREIT Corp. (NYSE:NTST) shares saw unusually-high trading volume on Thursday . Approximately 2,327,034 shares changed hands during trading, an increase of 76% from the previous session’s volume of 1,320,348 shares.The stock last traded at $19.51 and had previously closed at $19.26.

NETSTREIT News Summary

Here are the key news stories impacting NETSTREIT this week:

• Positive Sentiment: Company reported record fourth‑quarter investments of $245.4M at a ~7.5% cash yield and said 2025 results were strong, supporting growth and portfolio diversification. NETSTREIT Reports Fourth Quarter and Full Year 2025 Financial and Operating Results
• Positive Sentiment: Management set an AFFO-per-share growth target of ~5% for 2026 and emphasized accelerating portfolio diversification, a clear signal of forward cash‑flow focus. Netstreit signals AFFO per share growth target of 5% for 2026 while accelerating
• Positive Sentiment: Board raised the quarterly dividend to $0.22 (annualized yield ~4.7%), a modest increase that supports the income profile attractive to REIT investors. (Dividend declared Feb. 5)
• Positive Sentiment: Sell‑side / coverage tone turned more favorable with an upgrade highlighting NTST as a high‑quality REIT with secure yield and growth upside. Netstreit: High-Quality REIT With Secure Yield And Compelling Growth (Upgrade)
• Neutral Sentiment: Core operating metric FFO matched consensus at $0.33 in Q4, showing stable operating cashflow on a year‑over‑year basis. NETSTREIT (NTST) Matches Q4 FFO Estimates
• Neutral Sentiment: Earnings presentation and full call transcript are available for detail on asset-level performance and capital allocation; these materials underscore the narrative but include one‑time items. NETSTREIT Corp. (NTST) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Company formally launched a public offering of common stock tied to forward sale agreements (initial size announced prior to pricing); this is a financing vehicle to fund acquisitions and portfolio moves. NETSTREIT Corp. Announces Launch of Public Offering of Common Stock
• Negative Sentiment: Company priced an upsized forward common stock offering of 10.98M shares at $19.00 (30‑day option to underwriters for additional shares). The deal will dilute existing holders and increase share count once settled (expected close Feb. 13). NETSTREIT Corp. Announces Pricing of Upsized Forward Common Stock Offering
• Negative Sentiment: GAAP EPS missed consensus ($0.02 vs. $0.33) due to non‑cash/other items—this headline miss can trigger short‑term volatility even though FFO (the REIT metric) was steady. NETSTREIT: Q4 Earnings Snapshot

Wall Street Analyst Weigh In

Several analysts have recently issued reports on NTST shares. Stifel Nicolaus increased their price target on shares of NETSTREIT from $20.00 to $21.00 and gave the stock a “buy” rating in a research report on Tuesday, October 28th. Cantor Fitzgerald reiterated an “overweight” rating and set a $20.00 target price on shares of NETSTREIT in a report on Monday, January 5th. Mizuho decreased their price target on shares of NETSTREIT from $20.00 to $19.00 and set an “outperform” rating for the company in a research report on Wednesday, December 17th. Robert W. Baird upped their price objective on NETSTREIT from $20.00 to $21.00 and gave the stock an “outperform” rating in a research report on Tuesday, October 28th. Finally, Scotiabank reiterated an “outperform” rating on shares of NETSTREIT in a research note on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, NETSTREIT has an average rating of “Moderate Buy” and a consensus target price of $20.45.

NETSTREIT Stock Performance

The company has a market capitalization of $1.66 billion, a price-to-earnings ratio of 220.44, a PEG ratio of 3.89 and a beta of 0.88. The company has a debt-to-equity ratio of 0.84, a current ratio of 3.85 and a quick ratio of 3.85. The stock has a 50 day simple moving average of $17.99 and a two-hundred day simple moving average of $18.26.

NETSTREIT (NYSE:NTST) last released its quarterly earnings data on Tuesday, February 10th. The company reported $0.02 EPS for the quarter, missing analysts’ consensus estimates of $0.33 by ($0.31). The business had revenue of $52.50 million during the quarter, compared to analysts’ expectations of $50.98 million. NETSTREIT had a net margin of 3.54% and a return on equity of 0.53%. As a group, analysts anticipate that NETSTREIT Corp. will post 1.19 earnings per share for the current year.

NETSTREIT Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Monday, March 16th will be paid a dividend of $0.22 per share. The ex-dividend date is Monday, March 16th. This represents a $0.88 annualized dividend and a yield of 4.4%. This is an increase from NETSTREIT’s previous quarterly dividend of $0.22. NETSTREIT’s dividend payout ratio (DPR) is 955.56%.

Hedge Funds Weigh In On NETSTREIT

Large investors have recently bought and sold shares of the stock. Loomis Sayles & Co. L P increased its position in shares of NETSTREIT by 959.0% during the fourth quarter. Loomis Sayles & Co. L P now owns 1,472 shares of the company’s stock worth $26,000 after purchasing an additional 1,333 shares in the last quarter. EverSource Wealth Advisors LLC grew its stake in NETSTREIT by 1,123.3% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,786 shares of the company’s stock worth $30,000 after buying an additional 1,640 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. increased its position in NETSTREIT by 36.3% during the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 2,440 shares of the company’s stock worth $43,000 after buying an additional 650 shares during the period. Fulcrum Asset Management LLP acquired a new position in NETSTREIT during the fourth quarter worth approximately $64,000. Finally, CWM LLC lifted its stake in NETSTREIT by 108.0% in the second quarter. CWM LLC now owns 4,687 shares of the company’s stock valued at $79,000 after buying an additional 2,434 shares during the last quarter.

NETSTREIT Company Profile

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.