Realty Income CorporationNYSE: O

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Realty Income reported Q1 2026 net income of $311.8M ($0.33/share) and AFFO per share of $1.13 (up 6.6% YoY) on May 6, with $2.8B of Q1 investment activity. Management raised full-year 2026 AFFO guidance to $4.41-$4.44 and lifted total investment guidance to $9.5B, supported by a new $1.0B joint venture with Apollo and an $800M issuance of 4.75% senior notes due 2033. The company declared its 671st consecutive monthly dividend on May 14 at $0.2705/share (5.23% yield, 74% payout ratio). The 2026 annual meeting is scheduled for May 21. Analyst actions in May included Cantor Fitzgerald cutting its target (Neutral), Mizuho lowering to $66, Scotiabank raising to $72, and BofA raising to $71.

Realty Income Q1: Raised Guidanceseekingalpha.comRealty Income Announces 671st Consecutive Monthly Dividendprnewswire.comIs Realty Income's Q1 Beat and Capital Raise Altering Investment Casesimplywall.st

Realty Income announced its 671st consecutive monthly common stock dividend of $0.2705 per share on May 14-15, 2026, providing a forward yield of 5.24%, payable June 15 to holders of record May 29. A flurry of analyst price target activity occurred mid-May: Mizuho lowered its target to $66 from $68 on May 12, Scotiabank raised to $72 from $69, and BofA raised to $71 from $70 on May 11. Freedom Broker upgraded the stock to Buy from Hold on May 11 based on its favorable risk-reward profile. The stock closed near $61.15 on May 15, suggesting upside potential to consensus targets. Risk: rate-sensitive REIT exposure remains a key risk if Treasury yields move higher.

Realty Income (O) Declares Monthly Dividend of $0.2705, Yield at 5.24% - GuruFocusgurufocus.comRealty Income Announces 671st Consecutive Common Stock Monthly Dividendprnewswire.comRealty Income (O) Upgraded to Buy Following Q1 Earnings Beatgurufocus.com

Realty Income reported Q1 AFFO of $1.13/share (+6.6% YoY) on $1.55B revenue, beating estimates, and raised FY26 AFFO guidance to $4.41-$4.44 and investment volume target to $9.5B. The REIT completed a $1.7B capital raise, launched a $1.7B Core Plus fund, formed a GIC industrial build-to-suit partnership and a $1B Apollo retail JV. Declared 670th consecutive monthly dividend of $0.2705 (payable May 15). Risk: hotter inflation data May 12 reinforced higher-for-longer rates, pressuring REIT valuations; Cantor Fitzgerald lowered its PT on guidance.

Realty Income Q1 2026 Resultssantamariatimes.comRealty Income Q1 Beat and Capital Raisesimplywall.stRealty Income Declares Monthly Dividendgurufocus.com

Realty Income announced its 671st consecutive monthly common stock dividend on May 14, 2026, at $0.2705 per share. On May 11, 2026, Freedom Broker upgraded the stock to Buy from Hold. These follow Realty Income's May 6 Q1 2026 results: AFFO per share of $1.13 (up 6.6% YoY), revenue of $1.55B, and raised 2026 AFFO guidance to $4.41-$4.44. The company lifted 2026 investment guidance to $9.5B and completed a $1.7B Core Plus fund raise plus a $1B Apollo retail JV and a GIC industrial build-to-suit partnership.

Realty Income Announces 671st Consecutive Monthly Dividendprnewswire.comRealty Income (O) Upgraded to Buy Following Q1 Earnings Beatgurufocus.comRealty Income lifts 2026 forecast after strong Q1 and capital expansionmsn.com

Realty Income announced its 671st consecutive monthly common stock dividend on May 14, 2026. The company unveiled a strategic partnership with Apollo, with Apollo-managed funds investing $1.0 billion to acquire a 49% interest in a joint venture holding approximately 500 single-tenant U.S. retail properties (Realty Income retains a call option years 7-15 with capped 6.875% IRR for Apollo). Freedom Broker upgraded O to Buy from Hold on May 11. Q1 2026 AFFO per share of $1.13 (+6.6% YoY) on $2.8 billion of investments at 7.1% cash yield led management to raise full-year AFFO guidance to $4.41-$4.44 and investment volume guidance to $9.5 billion from $8 billion. Additional initiatives include a $1.7B Core Plus Fund raise and GIC partnership. EVP/CLO Michelle Bushore will depart September 2, 2026.

Realty Income Announces 671st Consecutive Common Stock Monthly Dividendprnewswire.comRealty Income lifts 2026 forecast after strong Q1 and capital expansionmsn.comRealty Income (O) Upgraded to Buy Following Q1 Earnings Beatgurufocus.com

On May 11, Freedom Broker upgraded Realty Income to Buy from Hold citing a favorable risk-reward profile after the REIT beat Q1 expectations. Q1 2026 revenue was $1.55 billion and AFFO of $1.13 per share rose 6.6% YoY, prompting management to raise full-year investment guidance to $9.5 billion (from $8 billion) and AFFO guidance to $4.41-$4.44 per share. The company declared its 670th consecutive monthly dividend at $0.2705 per share (annualized $3.246) payable May 15. Strategic partnerships include a $1.5 billion JV with GIC for build-to-suit logistics and a $1 billion retail partnership with Apollo. Scotiabank lifted its target to $72 (from $69) and Bank of America to $71 (from $70). General Counsel Michelle Bushore will depart by September 2 to begin a leadership transition.

Realty Income Upgraded to Buy Following Q1 Earnings Beatgurufocus.comRealty Income Reports Strong Q1 2026 Earningsgurufocus.comRealty Income Keeps Deliveringfool.com

On May 11, 2026, Freedom Broker upgraded Realty Income to Buy from Hold following the REIT's strong Q1 2026 results released May 6. AFFO came in at $1.13/share (up 6.6% YoY), beating the $1.10 consensus, and revenue reached $1.55B. Management raised 2026 AFFO guidance to $4.41-$4.44 and boosted full-year investment guidance to $9.5B. The company also declared its 670th consecutive monthly dividend of $0.2705/share payable May 15. Risk: a leadership transition is underway with Chief Legal Officer Michelle Bushore departing by September 2, 2026.

Realty Income (O) Upgraded to Buy Following Q1 Earnings Beatgurufocus.comRealty Income Keeps Delivering. Is the Monthly Dividend Juggernaut Still a Buy?fool.comO Reports Strong Q1 Results and Increases Investment Guidancegurufocus.com

Freedom Broker upgraded Realty Income from Hold to Buy on May 11, 2026, citing favorable risk-reward after Q1 results exceeded expectations. The company posted Q1 2026 AFFO per share of $1.13 (+6.6% YoY) and invested approximately $2.8 billion in the quarter. Realty Income raised full-year 2026 AFFO guidance to $4.41-$4.44 (~60 bps midpoint increase) and lifted full-year investment volume guidance to $9.5 billion. Strategic capital partnerships continue to scale: a $1.5 billion+ JV with GIC for build-to-suit logistics and a $1.0 billion JV with Apollo for retail. The company declared its 670th consecutive monthly dividend at $0.2705 per share (annualized $3.246), payable May 15, marking 114 consecutive quarterly dividend increases. Shares trade near $62.36, up over 10% YTD.

Realty Income (O) Upgraded to Buy Following Q1 Earnings Beatgurufocus.comRealty Income Q1 2026 slides: revenue beats, private capital scalesinvesting.comO Reports Strong Q1 Results and Increases Investment Guidancegurufocus.com

Realty Income reported Q1 2026 results on May 7, with revenue of $1.55B (+12.2% YoY) beating expectations and AFFO per share of $1.13 (+6.6% YoY). The company invested ~$2.8B at a 7.1% initial weighted average cash yield. Management raised 2026 AFFO guidance to $4.41-$4.44 and full-year investment guidance to $9.5B, formed a $1.0B joint venture with Apollo, and issued $800M of 4.750% senior notes due April 2033. The 670th consecutive monthly dividend of $0.2705 per share (annualized $3.246) was declared, payable May 15. EVP/CLO Michelle Bushore announced she will depart by September 2, 2026. Risk: P/E of 52.81x significantly above industry average; GAAP EPS of $0.33 missed consensus by 18%.

Realty Income Q1 2026 slides: revenue beats, private capital scalesinvesting.comO Reports Strong Q1 Results and Increases Investment Guidancegurufocus.comRealty Income Press Releasesrealtyincome.com

Realty Income announced strong Q1 2026 with AFFO per share $1.13 (+6.6% YoY), invested $2.8B ($2.6B pro rata) at 7.1% yield. Management raised full-year 2026 investment guidance to $9.5B and increased AFFO per share midpoint by $0.25 (60 bps) to $4.41–$4.44 range. Declared 670th consecutive monthly dividend of $0.2705 per share (annualized $3.246), payable May 15. Chief Legal Officer Michelle Bushore departing September 2, 2026. Company transitioning to private capital ecosystem model with three vertical mandates.

Realty Income Q1 earnings, revenue top consensus, but full-year guidance disappoints (O:NYSE) | Seeking Alphaseekingalpha.comRealty Income Corporation Announces Common Stock Monthly Dividend, Payable on May 15, 2026 | MarketScreenermarketscreener.comRealty Income Corporation (O) Q1 2026 Earnings Call Transcript | Seeking Alphaseekingalpha.com

Realty Income scheduled for Q1 2026 earnings report on May 6, 2026 with analysts expecting $1.10 EPS and $1.5 billion revenue. EPS projected up 3.77% year-over-year with revenue up 8.54%. Company trades at $63.55-$63.57 after +1.27% recent move. Maintains strong monthly dividend history and is one of few REITs paying monthly rather than quarterly. CEO Sumit Roy recently discussed operating performance and dividend track record on CNBC's Mad Money. 15 analysts rate O as hold with $66.86 target (5.37% upside). Company owns 15,500+ properties across U.S., UK, and eight European countries under long-term net leases.

Realty Income Q1 Earnings Report May 6 2026realtyincome.comO: Realty Income Corp CNBCcnbc.comRealty Income Corporation Stock Price News Yahoo Financefinance.yahoo.com

Realty Income is gearing up for Q1 2026 earnings report on May 6 with analysts expecting $1.10 EPS and $1.5 billion revenue. Company closed latest trading at $63.55 (+1.27% day), outpacing S&P 500's -0.49% decline. YTD performance of 12.3% exceeds benchmark's 4.2% gain. Announced 670th consecutive monthly dividend on April 14, reinforcing long-standing income track record. Consensus rating is Hold with 24 analysts covering (5 Strong Buy, 1 Moderate Buy, 17 Hold, 1 Strong Sell). Barclays raised PT on April 21 to $68 from $65 while maintaining Equal-Weight rating. Current dividend yield 5.49% with PT upside of 5.37% to $66.86.

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