Markets have started the week on rocky footing. The Dow Jones is off 1.3% as of 1:45 p.m.
O's Q4 results are likely to show steady growth, backed by resilient occupancy, diversification and disciplined expansion.
REG surpasses O with solid internal growth, double-digit leasing spreads and solid development yields.
Realty Income O is likely to have witnessed stable operational performance in the fourth quarter of 2025, driven by its well-diversified, high-quality property portfolio. As of the end of the third quarter of 2025, Realty Income owned more than 15,500 properties spanning 92 industries and more than 1,600 clients.
Realty Income Corp. (O) closed the most recent trading day at $65.07, moving 2.14% from the previous trading session.
Realty Income leverages a $14 trillion net lease market, owning 15,500+ properties across the United States, the U.K., and Europe with a robust triple-net model. O's 67.5% AFFO margin, 5.2% dividend yield, and mid-70% payout ratio underpin a 30+ year dividend growth streak and a 3.5% five-year dividend CAGR. Shares trade at a forward P/AFFO of 14.1, a 14% discount to fair value ($73), with potential for 10% annual total returns through 2030.
Realty Income Corporation has surprisingly outperformed peers and the S&P 500, returning over 25% in the past year despite deep sector headwinds holding real estate back. Realty Income trades at a forward AFFO multiple of 15.1x, still below its 10-year average, suggesting its recent re-rating is not excessive. Strategic partnerships, notably with GIC, and private market deal flow are expected to drive accretive AFFO growth and support distributions.
The latest trading day saw Realty Income Corp. (O) settling at $63.9, representing a +1.28% change from its previous close.
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 recently witnessed a sentiment shift from Wall Street ratings and has broken out a multi-year resistance around $60. O remains attractively valued, with a dividend yield spread to VNQ still well above its 10-year average, despite recent price outperformance. Latest dividend declarations and FFO revisions support a forward payout ratio of 74.3%, trending below the historical average and enabling future growth.
I've spent years watching dividend stocks, and Realty Income (NYSE:O) remains one of the most intriguing income plays in the market.
O jumps 7.8% in a month as partnerships, global investments and steady dividends lift sentiment, but valuation and macro risks temper the rally.