Realty Income (NYSE:O) Updates FY 2026 Earnings Guidance

Realty Income (NYSE:O) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 4.440-4.450 for the period, compared to the consensus earnings per share estimate of 4.450. The company issued revenue guidance of -.

Realty Income Price Performance

Shares of NYSE O opened at $62.70 on Thursday. Realty Income has a fifty-two week low of $55.86 and a fifty-two week high of $67.93. The company has a market cap of $58.46 billion, a PE ratio of 51.39, a P/E/G ratio of 4.91 and a beta of 0.71. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.56 and a current ratio of 1.56. The business has a 50-day simple moving average of $62.79 and a two-hundred day simple moving average of $63.04.

Realty Income (NYSE:O) last posted its quarterly earnings data on Wednesday, May 6th. The real estate investment trust reported $1.13 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.10 by $0.03. The firm had revenue of $1.55 billion for the quarter, compared to the consensus estimate of $1.39 billion. Realty Income had a net margin of 18.94% and a return on equity of 2.80%. The company’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.06 earnings per share. As a group, equities analysts expect that Realty Income will post 4.45 EPS for the current fiscal year.

Realty Income Dividend Announcement

The business also recently announced a monthly dividend, which will be paid on Friday, August 14th. Shareholders of record on Friday, July 31st will be given a dividend of $0.271 per share. This represents a c) annualized dividend and a yield of 5.2%. The ex-dividend date of this dividend is Friday, July 31st. Realty Income’s payout ratio is currently 266.39%.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on O. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Realty Income in a report on Wednesday, July 8th. Jefferies Financial Group began coverage on Realty Income in a research report on Monday, June 1st. They issued a “buy” rating and a $69.00 target price on the stock. UBS Group set a $67.00 target price on Realty Income in a research note on Thursday, June 18th. Huntington assumed coverage on Realty Income in a research report on Wednesday, July 15th. They set an “outperform” rating and a $70.00 price target for the company. Finally, Wells Fargo & Company boosted their price target on Realty Income from $64.00 to $65.00 and gave the company an “equal weight” rating in a research note on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $67.11.

Realty Income News Summary

Here are the key news stories impacting Realty Income this week:

• Positive Sentiment: Second-quarter revenue increased 9.7% year over year to $1.55 billion, substantially exceeding the $1.40 billion analyst consensus. FFO was $1.09 per share, up from $1.05 a year earlier, supporting Realty Income’s stable operating profile. Realty Income earnings report
• Positive Sentiment: Fitch awarded Realty Income an A credit rating, which could improve access to financing and help the company fund acquisitions or refinance debt on more favorable terms. Realty Income earns Fitch A rating
• Positive Sentiment: Analyst commentary continues to highlight Realty Income’s high occupancy, steady rent growth, active investment program and appeal to income-focused investors, supported by its monthly dividend. Should You Buy, Hold or Sell Realty Income Stock Before Q2 Earnings?

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in O. Brighton Jones LLC lifted its holdings in shares of Realty Income by 11.2% in the 4th quarter. Brighton Jones LLC now owns 6,101 shares of the real estate investment trust’s stock valued at $326,000 after buying an additional 615 shares during the period. Bison Wealth LLC acquired a new stake in Realty Income during the fourth quarter worth about $571,000. Empowered Funds LLC raised its position in Realty Income by 8.0% during the first quarter. Empowered Funds LLC now owns 18,029 shares of the real estate investment trust’s stock valued at $1,041,000 after acquiring an additional 1,330 shares in the last quarter. Woodline Partners LP raised its position in Realty Income by 41.3% during the first quarter. Woodline Partners LP now owns 73,942 shares of the real estate investment trust’s stock valued at $4,289,000 after acquiring an additional 21,603 shares in the last quarter. Finally, Intech Investment Management LLC raised its position in Realty Income by 14.9% during the first quarter. Intech Investment Management LLC now owns 25,401 shares of the real estate investment trust’s stock valued at $1,474,000 after acquiring an additional 3,290 shares in the last quarter. Hedge funds and other institutional investors own 70.81% of the company’s stock.

About Realty Income

Realty Income Corporation (NYSE: O) is a real estate investment trust (REIT) that acquires, owns and manages commercial properties subject primarily to long-term net lease agreements. The company’s business model focuses on generating predictable, contractual rental income by leasing properties to tenants under agreements that typically place responsibility for taxes, insurance and maintenance on the tenant. Realty Income is publicly traded on the New York Stock Exchange and markets itself as a reliable income-oriented REIT.

Realty Income’s portfolio is concentrated in single-tenant, retail and service-oriented properties such as drugstores, convenience stores, dollar and discount retailers, restaurants, and other essential-service businesses.