Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$59.0B
946M shares
52-week range
$55.86 – $67.94
55% from low
Sector
REAL ESTATE INVESTMENT TRUSTS
Exchange
NYSE
CS
Realty Income owns roughly 15,500 properties, most of which are freestanding, single-tenant, triple-net-leased retail properties. Its properties are located in 49 states and Puerto Rico and are leased to 250 tenants from 47 industries. Recent acquisitions have added industrial, gaming, office, manufacturing, and distribution properties, which make up roughly 20% of revenue.
www.realtyincome.comNo one on the platform currently holds O.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 51,444 | $3.1M |
| Bridgewater Associatesas of 2026-03-31 | 12,739 | $779.4K |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-07-31 | $0.2710 | 2026-08-14 |
| 2026-06-30 | $0.2710 | 2026-07-15 |
| 2026-05-29 | $0.2705 | 2026-06-15 |
| 2026-04-30 | $0.2705 | 2026-05-15 |
| 2026-03-31 | $0.2705 | 2026-04-15 |
| 2026-02-27 | $0.2700 | 2026-03-13 |
| 2026-01-30 | $0.2700 | 2026-02-13 |
| 2025-12-31 | $0.2700 | 2026-01-15 |
| 2025-11-28 | $0.2695 | 2025-12-15 |
| 2025-10-31 | $0.2695 | 2025-11-14 |
No one on the platform has traded O yet.
| 2025-10-01 | $0.2695 | 2025-10-15 |
| 2025-09-02 | $0.2690 | 2025-09-15 |
| Execution date | Ratio |
|---|---|
| 2005-01-03 | 2-for-1 |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $5.7B | +7.9% | $1.55 | $1.53–$1.59 | 40.4× | 7 |
| 2027 | $6.1B | +7.0% | $1.74 | $1.72–$1.79 | 36.0× | 6 |
| 2028 | $6.7B | +8.9% | $1.77 | $1.64–$1.98 | 35.3× | 5 |
| 2029 | $7.2B | +7.7% | $2.19 | $1.94–$2.40 | 28.5× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 0 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $0.40 | $0.37 | -7.0% |
| 2026-05-06 | $0.40 | $0.37 | -7.0% |
| 2026-02-24 | $0.38 | $0.32 | -16.6% |
| 2025-11-03 | $0.40 | $0.34 | -14.7% |
| 2025-08-04 | $0.40 | $0.22 | -45.3% |
| 2025-05-05 | $0.36 | $0.28 | -22.2% |
| 2025-02-24 | $0.38 | $0.23 | -39.5% |
| 2024-11-04 | $0.36 |
| $0.30 |
| -16.7% |
| $10.2B |
| — |
| GTYGetty Realty Corp. | $33.25 | -0.81% | $2.1B | — |
| KIMKimco Realty Corporation | $24.43 | -1.77% | $16.5B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
@cynicaloptimist @MaverikIT @BustaCapital @Doozio @IsabellaDC @WAJeff $O
View on StockTwits ↗$O The share of rent attributable to investment grade tenants is down. Average term to lease expiration is down. Diluted shares out are up. Cost of capital is rising. All expenses are going up, while revenue is capped via long-term contracts. This is the last business I'd want to own in the current environment.
View on StockTwits ↗$O | REALTY INCOME CORPORATION Q2 2026 EARNINGS HIGHLIGHTS ◆ FFO: $1.09 vs. $1.09 est. 🟠 ◆ Revenue: $1.55B vs. $1.40B est. ✅ ◆ Net Income: $370.5M (+86.2% YoY) ◆ FFO: $996.6M (+4.3% YoY) ◆ Same-Store Rental Revenue: $1,169.2M (+1.2% YoY) ◆ Occupancy Rate: 98.8% Segment Performance: ◆ Rental (incl. reimbursements): $1.43B (+6.6% YoY) ◆ Interest on financing receivables: $0.03B (-1.1% YoY) ◆ Interest/dividend on loans: $0.09B (+124.2% YoY) ◆ Other Revenue: $0.00B (+114.3% YoY) Key Metrics: ◆ AFFO per share rose 3.8% YoY to $1.09; diluted AFFO totaled $1.02B vs. $947.5M prior year. ◆ 115th consecutive quarterly dividend increase declared; annualized dividend $3.252/share as of June 30, 2026. ◆ Q2 total investments of $2.57B ($2.07B pro-rata share) at 7.3% initial weighted average cash yield. Forward Guidance: ◆ FY2026 AFFO per share guidance raised to $4.44–$4.45, reflecting ~4% growth at midpoint ◆ FY2026 net income per share guidance revised to $1.59–$1.60 (prior: $1.60–$1.63) ◆ FY2026 same-store rent growth guidance: 1.1%–1.3% (prior: 1.0%–1.3%) ◆ FY2026 investment volume (at 100%) guidance raised to $10.0B (prior: $9.5B)
View on StockTwits ↗$O Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $0.37 up 68.18% YoY • Reported revenue of $1.55B up 9.74% YoY • Realty Income Corporation raised its 2026 AFFO per share guidance to a range of $4.44 to $4.45, which reflects an approximate 4% growth rate at the midpoint of the range.
View on StockTwits ↗$O blowout earnings report including $1.547 billion revenue, beating the $1.4 bil estimate https://www.realtyincome.com/investors/press-releases/realty-income-announces-operating-results-three-and-six-months-ended-4
View on StockTwits ↗$COR $DAL $BKR $O $F Cencora leads pharmaceutical distribution, Delta Air Lines benefits from travel demand, Baker Hughes expands energy technology, Realty Income generates dependable dividends, and Ford advances its EV and truck strategy.
View on StockTwits ↗$O 60 used to be the wall for o. Now it’s 66. Hard rejection aproaching 66 last few times we’ve entered that territory. 60 looks like new floor. Buy and sell acordingly.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.