Realty Income Corporation (O)

US — Real Estate Sector
Peers: FRT  MAC  NNN  KIM  ADC  SPG  AKR  WSR  REG  NTST  GTY  SITC  BRX  SKT 

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News

Realty Income's $14T TAM: Can Partnerships and Scale Unlock Growth?
O
Published: April 06, 2026 by: Zacks Investment Research
Sentiment: Positive

O eyes a $14T market, using partnerships, scale and capital strategies to expand beyond traditional net lease into a global growth platform.

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image for news Realty Income's $14T TAM: Can Partnerships and Scale Unlock Growth?
Oil And War Panic Has Created Dirt Cheap Picks, Up To 14% Yields
AGNC, O
Published: April 03, 2026 by: Seeking Alpha
Sentiment: Positive

Everyone quotes "be greedy when others are fearful," but few have the stomach for it when war risks and oil spikes actually arrive. While rising rates hurt book value, they allow AGNC to reinvest in higher-coupon Agency MBS. "The Monthly Dividend Company" is a defensive fortress with 660+ consecutive monthly payments.

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image for news Oil And War Panic Has Created Dirt Cheap Picks, Up To 14% Yields
5 Big-Name Stocks That Pay 5% Dividends Wall Street Loves
BEN, KMB, O, PRU, VZ
Published: April 03, 2026 by: 24/7 Wall Street
Sentiment: Positive

Investors love dividend stocks because they provide dependable passive income streams and an excellent opportunity for solid total return.

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image for news 5 Big-Name Stocks That Pay 5% Dividends Wall Street Loves
Realty Income: Macro Pessimism Triggers Discounted Valuations & Richer Dividend Yields
O
Published: March 31, 2026 by: Seeking Alpha
Sentiment: Neutral

Realty Income (O) suffers a painful selloff from the market/sector-wide pessimism from the uncertain macroeconomic environment and the likely to remain expensive borrowing cost environment. The management's FY2026 guidance signals robust investment volume and AFFO per share growth, supported by the robust rental recapture/new rent growth and the resilient, diversified portfolio. O maintains a healthy net debt/EBITDAre of 5.4x, opportunistically divests higher-risk assets, and repurchases shares to offset dilution, supporting balance sheet/operational strength and shareholder returns.

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image for news Realty Income: Macro Pessimism Triggers Discounted Valuations & Richer Dividend Yields
Realty Income Drops 9.5% in a Month: Is It a Buying Opportunity Now?
O
Published: March 31, 2026 by: Zacks Investment Research
Sentiment: Positive

O declines 9.5% amid geopolitical tensions and rate fears, but solid dividends, partnerships and portfolio strength keep the long-term outlook intact.

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image for news Realty Income Drops 9.5% in a Month: Is It a Buying Opportunity Now?
$500 per Month in Passive Income – Invest This Much in These 3 Monthly Dividend Stocks
DOC, NPIFF, O
Published: March 30, 2026 by: 24/7 Wall Street
Sentiment: Positive

$500 per month may seem small, but it's not a trivial amount and can snowball your portfolio quickly.

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image for news $500 per Month in Passive Income – Invest This Much in These 3 Monthly Dividend Stocks
Realty Income: No Real Reasons To Panic Now (Upgrade)
O
Published: March 27, 2026 by: Seeking Alpha
Sentiment: Positive

It's time for me to upgrade Realty Income (O) back to a Buy, as the recent fears drove a valuation reset, presenting a timely entry point. Realty Income's diversified funding, including partnerships with GIC and Blackstone, underpins ambitious long-term $10–12B annual acquisition targets. Management's guidance of $4.40 AFFO midpoint signals confidence in acquisitive growth despite macro headwinds, and represents a critical inflection point from last year.

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image for news Realty Income: No Real Reasons To Panic Now (Upgrade)
REITs: A Regime Change Is Needed
AMH, CIM, CIMN, CTRE, DOC, DRH, EXR, FBRT, FPI, FRMI, JAN, LINE, NSA, O, PLD, PLDGP, PSA, SBAC, SPG, SPY, VNQ
Published: March 24, 2026 by: Seeking Alpha
Sentiment: Neutral

REITs were rolling out of the gates in early-2026, coming back into favor amid a HALO trade (Heavy Assets, Low Obsolescence) after a half-decade of rate headwinds and unfavorable narrative. The oil price surge tied to the Iran conflict has complicated the rotation by sending rates soaring, yet REITs have remained surprisingly resilient in recent weeks, maintaining sizable year-to-date outperformance. REIT-rate correlations have eased in recent quarters, signaling a more favorable "regime change" where performance is driven by property fundamentals rather than macro forces, following a prolonged period of rate-dominated.

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image for news REITs: A Regime Change Is Needed
Realty Income: Graham Number And P/E Suggest Buy
O
Published: March 20, 2026 by: Seeking Alpha
Sentiment: Negative

Realty Income Corporation faces considerable headwinds, leading to lower single-digit growth projections. O's acquisition-driven model faces growth pressure from higher borrowing costs and increased leverage, with debt-to-equity now near 10-year peak. However, growth pressure is already priced in, judging by various benchmarks such as AAA bond yields, the Graham number, and the Graham P/E.

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image for news Realty Income: Graham Number And P/E Suggest Buy
Realty Income & Apollo Set to Form a Strategic Partnership
O
Published: March 20, 2026 by: Zacks Investment Research
Sentiment: Positive

O to secure $1B from Apollo for a 49% stake in joint venture owning a portfolio of U.S. single-tenant retail properties.

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image for news Realty Income & Apollo Set to Form a Strategic Partnership
Investors Heavily Search Realty Income Corporation (O): Here is What You Need to Know
O
Published: March 19, 2026 by: Zacks Investment Research
Sentiment: Positive

Zacks.com users have recently been watching Realty Income Corp. (O) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

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image for news Investors Heavily Search Realty Income Corporation (O): Here is What You Need to Know
Occupancy Strength at Realty Income: Will the Stability Last?
O
Published: March 06, 2026 by: Zacks Investment Research
Sentiment: Positive

O maintains 98.9% occupancy across 15,000+ properties, with high tenant retention and rising rent recapture rates.

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image for news Occupancy Strength at Realty Income: Will the Stability Last?
Buy These 5-11% Yields For Retirement Income
CSWC, O, WPC
Published: March 06, 2026 by: Seeking Alpha
Sentiment: Positive

Dividend stocks that generate durable income streams now matter more than ever. I highlight two well-rounded names that have strong balance sheets and diversified revenue streams. Both are poised to deliver potential market-beating total returns through a combination of high yield and capital appreciation.

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image for news Buy These 5-11% Yields For Retirement Income
Are Diversified Tenants at Realty Income Supporting Stable Income?
O
Published: March 05, 2026 by: Zacks Investment Research
Sentiment: Positive

O's vast tenant diversification, 1,700 clients across 90 industries and 98.9% occupancy, helps support stable rental income and long-term cash flow visibility.

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image for news Are Diversified Tenants at Realty Income Supporting Stable Income?
Realty Income Corporation (O) is Attracting Investor Attention: Here is What You Should Know
O
Published: March 05, 2026 by: Zacks Investment Research
Sentiment: Positive

Zacks.com users have recently been watching Realty Income Corp. (O) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

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image for news Realty Income Corporation (O) is Attracting Investor Attention: Here is What You Should Know
Buy These Dividend Aristocrats For Quality Income
EPD, O
Published: March 04, 2026 by: Seeking Alpha
Sentiment: Positive

Income and safety matter now more than ever in this volatile market. I highlight two stocks that offer solid yields and are poised to deliver strong long-term returns. They benefit from contracted cash flows and have diversified and moat-worthy asset bases.

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image for news Buy These Dividend Aristocrats For Quality Income
Realty Income Corporation (O) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript
O
Published: March 03, 2026 by: Seeking Alpha
Sentiment: Neutral

Realty Income Corporation (O) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript

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image for news Realty Income Corporation (O) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript
These S&P 500 Dividend Stocks Are Quietly Crushing the Index — And Paying You Monthly
DOC, LTC, O
Published: March 03, 2026 by: 24/7 Wall Street
Sentiment: Positive

The S&P 500 index includes a broad variety of companies. Some of them pay little to no dividends, while others offer decent yields.

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image for news These S&P 500 Dividend Stocks Are Quietly Crushing the Index — And Paying You Monthly
Selecting A Near-Perfect Dividend Growth Machine For Uncertain Times
ADC, AMLP, ARCC, BIZD, BXSL, ENB, KMI, NNN, NOBL, O, TLT, VNQ, WMB, WPC, XLE
Published: March 03, 2026 by: Seeking Alpha
Sentiment: Positive

Global instability is rising fast, but one income strategy may be built for exactly this kind of environment. These overlooked income machines combine bond-like stability with built-in growth most investors underestimate. If you're worried about inflation, AI disruption, and market turmoil, this may be the most dependable place left to hide.

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image for news Selecting A Near-Perfect Dividend Growth Machine For Uncertain Times
The Most Dangerous Mistakes BDC Investors Keep Making
ARCC, ARES, BIZD, BXSL, CSWC, FSK, GBDC, HTGC, MAIN, MSDL, O, OBDC, OCSL, OTF, TRIN
Published: March 02, 2026 by: Seeking Alpha
Sentiment: Negative

Double-digit yields look irresistible… but there are hidden risks few income investors truly understand. Business Development Company dividends are about to change – here's what everyone is missing.

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image for news The Most Dangerous Mistakes BDC Investors Keep Making
Realty Income's $8B Growth Plan: Can Global Push Power Steady Growth?
O
Published: February 27, 2026 by: Zacks Investment Research
Sentiment: Positive

O targets $8B in 2026 investments after a $6.3B 2025 haul, expanding globally and tapping new capital to sustain growth momentum.

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image for news Realty Income's $8B Growth Plan: Can Global Push Power Steady Growth?
Realty Income Stock: A Buy, Hold or Sell Opportunity Post Q4 Earnings?
O
Published: February 27, 2026 by: Zacks Investment Research
Sentiment: Neutral

O ends 2025 with steady AFFO, 98.9% occupancy and an $8B 2026 investment plan, yet rate risks keep the buy-or-hold debate alive.

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image for news Realty Income Stock: A Buy, Hold or Sell Opportunity Post Q4 Earnings?
Best Dividend Aristocrats For March 2026
ABBV, ABT, ADM, ADP, AFL, ALB, AMCR, AOS, APD, ATO, BDX, BEN, BRO, CAH, CAT, CHD, CHRW, CINF, CL, CLX, CTAS, DOV, ECL, ED, EMR, BF-A, BF-B, ERIE, ES, EXPD, FAST, FDS, FRT, GD, GPC, GWW, HRL, IBM, ITW, JNJ, KMB, KO, KVUE, LIN, LOW, MCD, MDT, MKC, NDSN, NEE, NOBL, NUE, O, PEP, PG, PNR, PPG, ROP, SHW, SJM, SPGI, SPY, SWK, SYY, TGT, TROW, WMT, WST, XOM
Published: February 27, 2026 by: Seeking Alpha
Sentiment: Positive

The ProShares S&P 500 Dividend Aristocrat ETF (NOBL) is up 9.39% YTD in 2026, decisively outperforming SPY's 1.08%. Dividend Aristocrats are regaining momentum after a weak 2025, with 55 outpacing SPY and 39 posting double-digit gains this year already. Dividend growth is lagging, with 2026's average increase currently at 3.22%, below last year's trend and potentially signaling headwinds.

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image for news Best Dividend Aristocrats For March 2026
Realty Income's Q4 AFFO Meets Estimates, Revenues Beat & Rise Y/Y
O
Published: February 25, 2026 by: Zacks Investment Research
Sentiment: Positive

O posts 11% Q4 revenue growth and higher AFFO, expands its portfolio and sets a 2026 outlook with robust investment plans.

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image for news Realty Income's Q4 AFFO Meets Estimates, Revenues Beat & Rise Y/Y
Realty Income Earnings Preview: What Wall Street Is Watching
O
Published: February 24, 2026 by: 24/7 Wall Street
Sentiment: Neutral

Realty Income (NYSE: O) reports its Q4 2025 and full-year results today after the market closes.

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image for news Realty Income Earnings Preview: What Wall Street Is Watching
Why 5 Dividend Aristocrats Are Boomers' Favorite Retirement Income Stocks
AMCR, ES, HRL, KMB, O
Published: February 23, 2026 by: 24/7 Wall Street
Sentiment: Positive

At 24/7 Wall St., we have closely followed dividend-paying stocks for over 15 years.

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image for news Why 5 Dividend Aristocrats Are Boomers' Favorite Retirement Income Stocks
Just Four Dividend Stocks Transform $400,000 Into $2,500 a Month Retirement Income
ARCC, EPD, MAIN, O
Published: February 23, 2026 by: 24/7 Wall Street
Sentiment: Positive

A $400,000 portfolio can generate $3,200 a month, but only if you're willing to hold assets that most retirement guides skip entirely.

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image for news Just Four Dividend Stocks Transform $400,000 Into $2,500 a Month Retirement Income
My 5 Favorite Dividend Stocks to Buy Right Now
IBM, O, PEP, PFE, VZ
Published: February 22, 2026 by: The Motley Fool
Sentiment: Positive

It may be the right time for investors to start playing a little less offense and a little more defense. The best defensive names, however, are shares of businesses that continue to generate cash flow regardless of the economic environment.

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image for news My 5 Favorite Dividend Stocks to Buy Right Now
This 5% Dividend Stock Looks Safer Than You Think
O
Published: February 22, 2026 by: The Motley Fool
Sentiment: Positive

Realty Income (O +0.92%) just expanded into Mexico and secured a $1.5 billion joint venture while maintaining a 5% monthly dividend. With 98.7% occupancy and long-term leases, this REIT is built for stability, but the real opportunity may lie in its new growth runway.

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image for news This 5% Dividend Stock Looks Safer Than You Think
These 2 Finance Stocks Could Beat Earnings: Why They Should Be on Your Radar
CSWC, O
Published: February 20, 2026 by: Zacks Investment Research
Sentiment: Positive

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

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image for news These 2 Finance Stocks Could Beat Earnings: Why They Should Be on Your Radar

About Realty Income Corporation (O)

  • IPO Date 1994-10-18
  • Website https://www.realtyincome.com
  • Industry REIT - Retail
  • CEO Sumit Roy
  • Employees 468

Realty Income, The Monthly Dividend Company, is an S&P 500 company dedicated to providing stockholders with dependable monthly income. The company is structured as a REIT, and its monthly dividends are supported by the cash flow from over 6,500 real estate properties owned under long-term lease agreements with our commercial clients. To date, the company has declared 608 consecutive common stock monthly dividends throughout its 52-year operating history and increased the dividend 109 times since Realty Income's public listing in 1994 (NYSE: O). The company is a member of the S&P 500 Dividend Aristocrats index. Additional information about the company can be obtained from the corporate website at www.realtyincome.com.