NETSTREIT (NYSE:NTST) Sets New 1-Year High – Should You Buy?

Shares of NETSTREIT Corp. (NYSE:NTST) hit a new 52-week high during trading on Friday . The company traded as high as $19.87 and last traded at $19.84, with a volume of 8971000 shares changing hands. The stock had previously closed at $19.26.

Key Stories Impacting NETSTREIT

Here are the key news stories impacting NETSTREIT this week:

• Positive Sentiment: Management set an AFFO-per-share growth target of ~5% for 2026 and emphasized accelerating portfolio diversification, a forward-looking signal aimed at driving per‑share cash flow growth. Netstreit signals AFFO per share growth target of 5% for 2026 while accelerating
• Positive Sentiment: Earnings call highlighted record investment activity and strategic moves to diversify the portfolio, supporting growth expectations and management’s execution narrative. Netstreit Corp (NTST) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Board raised the quarterly dividend to $0.22 (annualized yield ~4.7%), a 2.3% increase that supports the REIT’s income profile and may attract yield-focused investors.
• Positive Sentiment: At least one analyst piece upgraded NTST’s view, calling it a higher-quality REIT with a secure yield and growth potential—helpful for sentiment. Netstreit: High-Quality REIT With Secure Yield And Compelling Growth (Upgrade)
• Neutral Sentiment: Full Q4 presentation and call transcript are available for investors to review the detail behind guidance and portfolio moves. NETSTREIT Corp. 2025 Q4 – Results – Earnings Call Presentation
• Negative Sentiment: The company priced an upsized forward common-stock offering of 10,980,000 shares at $19.00 (plus a 30‑day option for ~1.65M additional shares), which creates near-term dilution risk and likely explains some investor caution. The offering is expected to close Feb. 13. NETSTREIT Corp. Announces Pricing of Upsized Forward Common Stock Offering
• Negative Sentiment: The company had earlier launched a public offering (8.75M shares) in connection with the forward sale agreements—another signal of meaningful share issuance plans that can pressure the share price. NETSTREIT Corp. Announces Launch of Public Offering of Common Stock
• Negative Sentiment: Reported Q4 EPS materially missed consensus (reported near $0.02 vs. ~$0.33 estimate), though revenue slightly beat; mixed results increase focus on AFFO and cash‑flow metrics rather than GAAP EPS. NETSTREIT (NTST) Q4 2025 Earnings Call Transcript

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on NTST shares. Weiss Ratings reissued a “hold (c)” rating on shares of NETSTREIT in a research report on Monday, December 29th. Mizuho decreased their target price on shares of NETSTREIT from $20.00 to $19.00 and set an “outperform” rating for the company in a research note on Wednesday, December 17th. Truist Financial lifted their target price on shares of NETSTREIT from $19.00 to $20.00 and gave the company a “buy” rating in a report on Monday, November 17th. Cantor Fitzgerald restated an “overweight” rating and issued a $20.00 price target on shares of NETSTREIT in a research note on Monday, January 5th. Finally, Robert W. Baird raised their price objective on NETSTREIT from $20.00 to $21.00 and gave the company an “outperform” rating in a research report on Tuesday, October 28th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have assigned a Hold rating to the company’s stock. According to MarketBeat.com, NETSTREIT presently has an average rating of “Moderate Buy” and an average price target of $20.45.

NETSTREIT Price Performance

The firm’s fifty day simple moving average is $18.04 and its 200-day simple moving average is $18.27. The firm has a market capitalization of $1.93 billion, a PE ratio of 220.44, a PEG ratio of 3.89 and a beta of 0.88. The company has a quick ratio of 3.85, a current ratio of 3.12 and a debt-to-equity ratio of 0.75.

NETSTREIT (NYSE:NTST) last announced its quarterly earnings results on Tuesday, February 10th. The company reported $0.02 earnings per share for the quarter, missing the consensus estimate of $0.33 by ($0.31). NETSTREIT had a net margin of 3.54% and a return on equity of 0.51%. The firm had revenue of $52.50 million for the quarter, compared to the consensus estimate of $50.98 million. On average, research analysts forecast that NETSTREIT Corp. will post 1.19 earnings per share for the current fiscal year.

NETSTREIT Increases Dividend

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

Institutional Investors Weigh In On NETSTREIT

Several large investors have recently bought and sold shares of the business. Principal Financial Group Inc. raised its position in NETSTREIT by 11.9% in the third quarter. Principal Financial Group Inc. now owns 8,958,073 shares of the company’s stock worth $161,783,000 after acquiring an additional 955,951 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al grew its position in shares of NETSTREIT by 1,042.3% during the 3rd quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 162,200 shares of the company’s stock valued at $2,929,000 after acquiring an additional 148,000 shares during the period. AlphaQuest LLC increased its stake in shares of NETSTREIT by 100.7% in the 3rd quarter. AlphaQuest LLC now owns 193,566 shares of the company’s stock worth $3,496,000 after purchasing an additional 97,116 shares in the last quarter. Tributary Capital Management LLC increased its stake in shares of NETSTREIT by 92.6% in the 3rd quarter. Tributary Capital Management LLC now owns 1,559,924 shares of the company’s stock worth $28,172,000 after purchasing an additional 749,811 shares in the last quarter. Finally, Federated Hermes Inc. raised its holdings in NETSTREIT by 213.7% in the 3rd quarter. Federated Hermes Inc. now owns 226,741 shares of the company’s stock worth $4,095,000 after purchasing an additional 154,463 shares during the period.

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.