Realty Income stands out for its diversified, reliable cash flow and impressive 50-year operating history, making it a top contrarian pick. The company boasts a strong dividend track record with 111 consecutive quarterly increases and a 4.2% annualized yield. O's massive $14 trillion addressable market and S&P 500 dividend aristocrat status offer significant long-term growth potential.
Key Points in This Article: July's CPI signaled cooling inflation, boosting expectations for Fed rate cuts in September, but a bigger-than-expected increase in the PPI tempered enthusiasm slightly.
Realty Income Corp. (O) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Realty Income Corporation delivered a strong Q2 2025 performance with stable cash flows, high occupancy, growing dividends, and a bullish technical setup that signals breakout potential and long-term upside for investors.
SPG's premier retail portfolio, rising dividends and growth potential edge past O's steady monthly payouts.
Realty Income remains an attractive, stable growth REIT, consistently expanding its property portfolio and revenue year over year. Shares are reasonably valued relative to peers, especially on an EV/EBITDA basis, and the company maintains lower leverage than most competitors. Management's increased investment guidance and strong operational diversity across industries and geographies enhance resilience and growth potential.
Realty Income Corporation remains a buy for us, especially on weakness, thanks to its reliable, growing monthly dividend and defensive business model. Q2 results showed steady revenue and same-store rental growth, though AFFO and net income slightly missed our expectations due to rising expenses. Occupancy remains strong at 98.6%, leverage is manageable post-Spirit merger, and liquidity is solid, supporting ongoing stability.
O's second-quarter 2025 results reflect a year-over-year rise in revenues. However, higher interest expenses remain a concern.
Even after a decline in net earnings per share (EPS), shares of Realty Income Corp. NYSE: O are rallying by roughly a point and a half in the pre-market hours the day after they released their quarterly financials. This can be confusing for investors, as some companies perform well on good earnings or rally on bad earnings.
Realty Income Corporation (NYSE:O ) Q2 2025 Earnings Conference Call August 6, 2025 5:00 PM ET Call Participants Jonathan Pong - Executive VP, CFO & Treasurer Kelsey Mueller - Vice President, Investor Relations Sumit Roy - President, CEO & Director Conference Call Participants Bradley Barrett Heffern - RBC Capital Markets, Research Division Elmer Chang - Scotiabank Global Banking and Markets, Research Division Eric Martin Borden - BMO Capital Markets Equity Research Haendel Emmanuel St. Juste - Mizuho Securities USA LLC, Research Division Jason Adam Wayne - Barclays Bank PLC, Research Division Linda Tsai - Jefferies LLC, Research Division Michael Goldsmith - UBS Investment Bank, Research Division Ronald Kamdem - Morgan Stanley, Research Division Ryan Caviola - Green Street Advisors, LLC, Research Division Smedes Rose - Citigroup Inc., Research Division Upal Dhananjay Rana - KeyBanc Capital Markets Inc., Research Division Wesley Keith Golladay - Robert W. Baird & Co. Incorporated, Research Division William John Kilichowski - Wells Fargo Securities, LLC, Research Division Operator Good day, and welcome to the Realty Income Second Quarter of 2025 Earnings Conference Call.
Although the revenue and EPS for Realty Income Corp. (O) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Realty Income Corp. (O) came out with quarterly funds from operations (FFO) of $1.05 per share, missing the Zacks Consensus Estimate of $1.06 per share. This compares to FFO of $1.06 per share a year ago.