ORealty Income
Price
-4.6%1YEnd-of-day closes, not the intraday tick.
More going right than wrong
Quality mixed, no red flags, price roughly fair, growing in the filings, the market undecided.
Realty Income (NYSE: O), an S&P 500 company, is real estate partner to the world's leading companies®. Founded in 1969, we serve our clients as a full-service real estate capital provider. As of December 31, 2025, we have a portfolio of over 15,500 properties in all 50 states of the United States ("U.S."), the United Kingdom ("U.K."), and eight other countries in Europe. We are known as “The Monthly Dividend Company®” and have a mission to invest in people and places to deliver dependable monthly dividends that increase over time.
In the company’s own words · 10-K filed Feb 25, 2026 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Realty Income (O) reported revenue of $1.55B in Q2 2026 (quarter ended Jun 30, 2026), up 9.7% from the same quarter a year earlier. That came with net income of $371M (24% of revenue). For the full year FY2025, revenue was $5.75B (+9.1% year on year) and net income $1.06B. Its largest product in Q4 2025 (quarter ended Dec 31, 2025) was Product And Service Retail at $901M, 94% of the disclosed total, well ahead of Product And Service Other at 5.8%. The next results filing is expected around Nov 2, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Aug 25, 2026On August 20, 2026, Realty Income Corporation (the “Company”) entered into (i) that certain Second Amendment to Amended and Restated Term Loan Agreement (the “Wells Fargo Term Loan Agreement Amendment”) which amends its Amended and Restated Term Loan Agreement, dated as of January 22, 2024, among the Company, as …Other event · Form 8-K
- Aug 14, 2026Indenture and Notes On August 14, 2026, Realty Income Corporation (the “Company”) issued $1.0 billion principal amount of its 3.750% Convertible Senior Notes due 2031 (the “Notes”)New debt or off-balance-sheet obligation · Form 8-K
- Aug 12, 2026On August 11, 2026, Realty Income Corporation (the “Company”) issued a press release announcing the pricing of the previously announced offering of the Company’s 3.750% Convertible Senior Notes due 2031 (the “Notes”) to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the …Other event · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q4 2025 · $956.5MThe company’s own SEC segment disclosure.
- Product And Service Retail$900.8M94%
- Product And Service Other$55.6M6%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
REIT, Retail
The closest names by size in the same industry