| O |
Report |
AFFO/share |
IN-LINE |
pred ~$1.09 vs. cons $1.0859 |
MEDIUM |
| O |
Report |
Acquisitions during period |
BEAT |
pred ~$2.00B vs. cons $1.964B |
MEDIUM |
| O |
Report |
Occupancy |
IN-LINE |
pred ~98.80% vs. cons 98.794% |
MEDIUM |
| O |
Guide |
FY26 AFFO/share |
UNCHANGED |
guide ~$4.41-$4.44 vs. cons $4.4154 |
MEDIUM |
| O |
Guide |
FY26 investment volume |
UNCHANGED |
guide ~$9.5B vs. comparable consensus UNVERIFIED |
LOW |
| O |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
LOW |
| O |
Return |
5-day cumulative residual |
-2.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — maintained guide leaves forward estimates flat |
LOW |