US · Real Estate · REIT - Retail
EPS came in at 1.12 against a street estimate of 1.11 — a beat of 0.9%.
Analysts rate Realty Income Corporation a hold (7 buy, 17 hold, 1 sell out of 25) with an average price target of $64.15.
CONFIDENT Realty Income raised FY26 AFFO guidance $0.02 to $4.44–$4.45 on strong deal pipeline and diversified capital sources. Investment volume increased to $10B, with industrial and data centers driving growth. Credit quality stable; leverage 5.4x. Q2 2026 U.S. weighted Q2; Europe recovering from geopolitical caution. U.K. institutional capital driving retail park cap-rate compression despite higher debt costs. Analysts pressed on cap-rate compression, rate sensitivity, and data center downside risk. Management emphasized discipline: historical 150bps spread maintained via mix (fund vs. balance sheet), long leases, strong operators, and scenario analysis. Private capital and JVs reduce equity consumption and stabilize returns. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 11.94% |
| Vanguard Portfolio Management, LLC | 8.78% |
| State Street Corp | 6.97% |
| Vanguard Capital Management, LLC | 6.43% |
| Geode Capital Management, LLC | 3.30% |
| Bank of America Corp | 2.02% |
| Morgan Stanley - Brokerage Accounts | 1.53% |
| Dimensional Fund Advisors, Inc. | 1.42% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the three months ended September 30, 2026, total revenue was $1,621,582,000, up from $1,470,552,000 in the same period of 2025 | 2026-11-03 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 total revenue rose to $1,621.6 million from $1,470.6 million; nine-month revenue was $4,718.0 million versus $4 | 2026-11-02 |
| Company announcement · Q3 2026 REALTY INCOME CORPORATION – FORM 8-K SUMMARY Filing Date: August 20, 2026 --- HEADLINE NUMBERS • Wells Fargo Term Loan: $500 million facility due A | 2026-08-25 |
| Reg FD disclosure · Q3 2026 REALTY INCOME CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Issued $1.0 billion principal amount of 3.750% Convertible Senior Notes due August 1 | 2026-08-14 |
| Company announcement · Q3 2026 REALTY INCOME CORPORATION - FORM 8-K SUMMARY Filing Date: August 11, 2026 --- HEADLINE NUMBERS • Company announced pricing of 3.750% Convertible Se | 2026-08-12 |
| Company announcement · Q3 2026 REALTY INCOME CORPORATION – FORM 8-K SUMMARY Date of Report: August 11, 2026 --- HEADLINE NUMBERS • Investment activity (Q2 2026): Company invested | 2026-08-11 |
| Quarterly report · Q2 2026 REALTY INCOME CORPORATION - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total assets: $76.4 billion as of June 30, 2026 (up from $72.8 billion at Decemb | 2026-08-06 |
| Quarterly report · Q1 2026 REALTY INCOME CORPORATION - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $74.6 billion as of March 31, 2026 (up from $72.8 billion at Decem | 2026-05-07 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.27 / share ex-date Oct 30, 2026 · pay Nov 13, 2026 | 2026-10-30 |
| Dividend | $0.27 / share ex-date Sep 30, 2026 · pay Oct 15, 2026 | 2026-09-30 |
| Dividend | $0.27 / share ex-date Aug 31, 2026 · pay Sep 15, 2026 | 2026-08-31 |
| Dividend | $0.27 / share ex-date Jul 31, 2026 · pay Aug 14, 2026 | 2026-07-31 |
| Dividend | $0.27 / share ex-date Jun 30, 2026 · pay Jul 15, 2026 | 2026-06-30 |
| Dividend | $0.27 / share ex-date May 29, 2026 · pay Jun 15, 2026 | 2026-05-29 |
| Announcement | Date |
|---|---|
| Closed $816.3M commitments for perpetual life U.S. Open-End Core Plus Fund Realty Income Corporation closed an additional $816.3 million in investor commitments for its Core Plus Fund on December 29, 2025, bringing total commitments to approximately $1.5 billion. C | 2025-12-29 |
| Definitive agreement to acquire $800M preferred equity investment in CityCenter Realty Income Corporation raised its 2025 investment volume guidance from approximately $5.5 billion to over $6.0 billion, representing an increase of roughly $500 million or 9%. Additionall | 2025-12-02 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.