Realty Income CorporationNYSE: O
Real Estate · Retail REITs
$63.97
-0.42%
Vol: 4.2M
Research Digest
Friday, May 1, 2026
Realty Income preparing for Q1 earnings report on May 6, 2026 with expected EPS of $1.10 and revenue of $1.5 billion.
Realty Income is gearing up for Q1 2026 earnings with analysts expecting $1.10 EPS, up 3.77% YoY, and revenue of $1.5 billion, up 8.54% YoY. The company maintains strong dividend history with 667 consecutive monthly dividends. Stock trades at $63.74 with average analyst rating of Hold and 12-month price target of $66.86.
Previous Market Intelligence
13 daysApr 30Realty Income announced 670th consecutive monthly dividend as stock approaches Q1 earnings report scheduled for May 6.Neutral▶
Realty Income (O) closed at $63.74 with a 5.11% dividend yield. The company announced its 670th consecutive monthly dividend on April 14. Q1 2026 earnings are scheduled for May 6 with analysts expecting $1.10 EPS and $1.5B revenue. Recent analyst activity includes Morgan Stanley raising its price target to $67 from $65 and Barclays raising its target to $68 from $65. The stock is up 12.3% year-to-date. The average analyst rating is Hold with a 12-month price target of $66.86 representing 5.56% upside. The company expanded its Apollo joint venture with a $1.0B private capital partner.
Apr 16Realty Income declares 670th consecutive monthly dividend; forms $1B retail property partnershipPositive▶
Realty Income declared its 670th consecutive monthly dividend of $0.2705 per share and completed an $800 million 2033 notes offering in early April. The company formed a $1 billion retail property partnership in late March and maintains 5.1% annual yield. Portfolio exceeds 15,500 properties across all 50 US states and nine countries.
Apr 15Realty Income announces 670th consecutive monthly dividend of $0.2705; Q1 earnings set for May 6.Positive▶
Realty Income declared its 670th consecutive monthly dividend of $0.2705 per share on April 14. The company completed an $800 million offering of 4.75% notes due 2033 on April 7. Q1 2026 earnings will be released after market close on May 6. Analyst consensus rating of Hold with average 12-month price target of $66.64, representing 5.74% upside. Dividend yield remains attractive at 5.5%.
Apr 14Realty Income completes $800 million debt offering; Q1 2026 earnings release scheduled for May 6.Neutral▶
Realty Income closed $800M offering of 4.750% notes due 2033 on April 7. Q1 2026 results after market close May 6 with quarterly investor call at 2 p.m. PDT. Maintains position as Monthly Dividend Company with 669 consecutive monthly dividends and S&P 500 Dividend Aristocrats membership.
Apr 13Realty Income completes $800 million debt offering; Chief Legal Officer departure announced for September.Neutral▶
Realty Income issued $800 million in 4.75% senior unsecured notes due April 2033. The company raised its March dividend to $0.2705, marking 43 consecutive years of dividend increases. Chief Legal Officer Michelle Bushore will depart by September 2, 2026. As of Dec 31, 2025, Realty Income operated 15,500+ properties. Consensus Hold rating with $66.64 target.
Apr 10Realty Income announces Q1 2026 earnings for May 6 while closing $800M debt offering and pursuing Apollo JV.Neutral▶
Realty Income will release Q1 2026 operating results after market close on May 6. The company closed an $800 million offering of 4.750% Notes due 2033 on April 7. Also agreed to a $1 billion joint venture with Apollo managed funds. Monthly dividend of $0.2705 per share declared. Portfolio of 15,500+ properties across all 50 U.S. states.
Apr 9Realty Income closes $800M debt offering and $1B JV with Apollo; 133 consecutive dividend increases.Neutral▶
Realty Income closed $800M 4.75% 2033 notes April 7 for long-term funding flexibility. Company reached $1B joint venture agreement with Apollo-managed funds. March dividend increased to $0.2705/share, extending 133-year dividend increase streak. Portfolio spans 15,500+ properties across 50 U.S. states, UK, and 8 European nations. 5.5% yield, 31+ consecutive years of increases (S&P Dividend Aristocrats). Analyst consensus "Hold" with $66.64 price target (7.1% upside from latest price). Stock benefits from steady income generation.
Apr 8No Significant Overnight UpdatesNeutral▶
Realty Income (O) trading at $61.50, down 0.61% in 24 hours. Recent developments include dividend increase to 27.05c and $1B joint venture with Apollo funds. Leadership transitions underway. Stock yields 5.5% with analyst target of $66.64 (Hold consensus).
Apr 7Realty Income announces $800M bond offering and $1B Apollo joint venture; monthly dividend raised to 27.05cNeutral▶
Realty Income enhanced financial position through $800M bond offering and $1B joint venture with Apollo. Monthly cash dividend increased to 27.05c from 27c. Stock trades 9% below average analyst target and 42% below one intrinsic value estimate. Director Gregory McLaughlin sold 3,275 shares for $202,624. Consensus Hold rating with 12-month target $66.39. Strong 5.34% dividend yield.
Apr 6Realty Income forms $1B joint venture with Apollo; completes $800M bond offering.Neutral▶
Realty Income completed $800M bond offering and formed $1B retail property joint venture with Apollo, expanding private capital initiatives. 2025 revenue was $5.76B (up 9.16%) with earnings up 24.85%. Announced increase in monthly cash dividend with 32 consecutive years of payout increases to shareholders. Director Gregory Mclaughlin sold 3,275 shares April 1 for $202,624. Analyst consensus Hold with 12-month price target of $66.42 (6.77% upside). Portfolio of 15,500+ properties across 50 U.S. states, UK, and eight European countries. Stock attracts income-focused investors with solid dividend history despite recent declines.
Apr 3Realty Income announced $1 billion joint venture with Apollo for 500-property portfolio; increased monthly dividend to 27.05 cents per share.Positive▶
Realty Income established a $1 billion joint venture with Apollo in March 2026 for a 49% interest in approximately 500 single-tenant retail properties. Increased monthly cash dividend to 27.05 cents per share. Posted 11% Q4 revenue growth with higher AFFO. 30-year streak of dividend increases, 133 total increases since NYSE listing.
Apr 2Realty Income prices $800M senior notes; Apollo partnership; dividend raised to $0.2705Positive▶
Realty Income prices $800M senior notes offering and announces strategic partnership with Apollo; dividend increased to $0.2705.
Apr 1Realty Income prices $800 million senior notes offering due 2033; increases monthly dividend for 134th consecutive time.Positive▶
Realty Income announced pricing of $800 million in 4.750% senior unsecured notes due April 15, 2033. The company declared its 134th consecutive monthly dividend increase to $0.2705 per share. Also closed a $694 million term loan and established a strategic partnership with Apollo.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| SPGSIMON | $202.41 | -0.64% | +7.1% | 29.5x | 1.40 | $77.5B |
| OREALTY | $63.97 | -0.42% | +3.9% | 35.3x | 0.80 | $59.9B |
| KIMKIMCO | $23.41 | -0.97% | +5.3% | 27.6x | 1.05 | $15.9B |
| REGREGENCY | $78.60 | +0.96% | +1.6% | 30.7x | 0.92 | $14.6B |
| FRTFEDERAL | $114.77 | +3.49% | +3.9% | 34.9x | 0.99 | $9.6B |
| WELLWELLTOWER | $217.35 | +0.00% | +8.2% | 66.1x | — | $153.2B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price above both MAs — bullish structure.