Price (90d)
$62.95Signal Score (90d)
30Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $5.75B | $1.06B | $1.17 |
| 2024 | $5.27B | $860.77M | $0.98 |
| 2023 | $4.08B | $872.31M | $1.26 |
| 2022 | $3.34B | $869.41M | $1.42 |
| 2021 | $2.08B | $359.46M | $0.87 |
Social Signal Score
Earnings
Mon, Nov 2(in 3 months)
Consensus estimate $0.40 per share
Typical surprise -16.6% (median, so one quarter with a near-zero estimate can't distort it)
- Wed, Aug 5$0.37 vs $0.40miss
- Wed, May 6$0.37 vs $0.40miss
- Tue, Feb 24$0.32 vs $0.38miss
- Mon, Nov 3$0.34 vs $0.40miss
- Mon, Aug 4$0.22 vs $0.40miss
- Mon, May 5$0.28 vs $0.36miss
Estimates and results for O via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from O's reported EPS growth of 7.7% a year over 4 years.
- EPS in 5 years
- $1.70
- Implied price
- $81.38
- Return from $62.74
- 5.3% a year
To earn 15.0% a year on these assumptions you'd need to buy at $40.46 — -35.5% below today's price.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 34 | 41 | 48 | 55 | 62 |
|---|---|---|---|---|---|
| -2.3% | -10.8% | -7.4% | -4.4% | -1.8% | 0.6% |
| 2.7% | -6.2% | -2.7% | 0.4% | 3.2% | 5.7% |
| 7.7% | -1.7% | 2.1% | 5.3% | 8.2% | 10.9% |
| 12.7% | 2.9% | 6.8% | 10.2% | 13.3% | 16.0% |
| 17.7% | 7.4% | 11.5% | 15.1% | 18.3% | 21.2% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (14)
- Newsdefenseworld.net·10h ago·Negative
Realty Income Corporation $O Stock Position Reduced by Ashton Thomas Private Wealth LLC Ashton Thomas Private Wealth LLC decreased its position in Realty Income Corporation (NYSE: O) by 20.5% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 46,119 shares of the real estate investment trust's stock after selling 11,873 shares during
View source ↗ - News (RSS)investing·17h ago·Neutral
Realty Income closes $1 billion convertible notes offering
View source ↗ - Newsprnewswire.com·21h ago·Neutral
Realty Income Announces Closing of $1.0 Billion Convertible Senior Notes Offering SAN DIEGO, Aug. 14, 2026 /PRNewswire/ -- Realty Income Corporation (Realty Income, NYSE: O), The Monthly Dividend Company®, today announced the closing of its previously announced private offering of $1.0 billion aggregate principal amount of 3.750% convertible senior notes due 2031 (the "notes") in a private offering (the "offering") to persons reasonably believed to be qualified institutional buyers pursuant to R…
View source ↗ - News (RSS)seekingalpha·3d ago·Neutral
Realty Income prices upsized $875M convertible debt offering
View source ↗ - News (RSS)investing·3d ago·Neutral
Realty Income prices $875M convertible notes offering
View source ↗ - Newsprnewswire.com·3d ago·Positive
Realty Income Prices Upsized $875.0 Million Convertible Senior Notes Offering SAN DIEGO, Aug. 11, 2026 /PRNewswire/ -- Realty Income Corporation (Realty Income, NYSE: O), The Monthly Dividend Company®, today announced the pricing of its offering of $875.0 million aggregate principal amount of 3.750% convertible senior notes due 2031 (the "notes") in a private offering (the "offering") to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities A
View source ↗ - Newsbenzinga.com·3d ago·Neutral
Senator Looks for Dividend Stocks: Latest Purchase Is Company with 673 Consecutive Monthly Payouts When it comes to tracking the stock trading activity of members of Congress, unusual timing or committee assignments can be reasons to pay particular attention. Other times, members may be just like regular investors looking for themes, such as dividend payments.
View source ↗ - Newsprnewswire.com·3d ago·Positive
Realty Income Announces Proposed Convertible Senior Notes Offering SAN DIEGO, Aug. 11, 2026 /PRNewswire/ -- Realty Income Corporation (Realty Income, NYSE: O), The Monthly Dividend Company®, today announced its intention to offer, subject to market and other conditions, $750.0 million aggregate principal amount of convertible senior notes due 2031 (the "notes") in a private offering (the "offering") to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under t
View source ↗ - Newszacks.com·4d ago·Positive
Is Realty Income Stock Worth Holding After Its Q2 Earnings Results? Realty Income's solid Q2, higher AFFO guidance and $10B investment target support growth, though rate risks and modest internal gains warrant patience.
View source ↗ - Newsfool.com·6d ago·Positive
You Can Do Better Than Nike. Buy This High-Yield Dividend Stock Instead. Realty Income's expansive portfolio helps protect it from downturns affecting any single industry or company. The company reported 98.8% of its properties were occupied at the end of the second quarter.
View source ↗ - Newsfool.com·6d ago·Neutral
Here's How Many Shares of Realty Income (O) Stock You'd Need for $1,000 in Monthly Dividends Realty Income is a REIT, owning thousands of properties and leasing them out. Its occupancy level is almost always close to 100%.
View source ↗ - Newsmarketbeat.com·6d ago·Neutral
Realty Income Q2 Earnings Call Highlights Realty Income NYSE: O raised its full-year 2026 outlook after reporting second-quarter adjusted funds from operations, or AFFO, per share growth of 3.8% to $1.09, supported by investment activity across industrial properties, Europe, private-capital vehicles and data centers.
View source ↗ - News (Marketaux)finance.yahoo.com·6d ago·Positive
My Top Dividend Stock to Buy in August (and It's Not Even Close) Continue » Here's why Realty [+350 characters]
View source ↗ - Newszacks.com·7d ago·Neutral
Realty Income Corp. (O) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates Although the revenue and EPS for Realty Income Corp. (O) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
View source ↗