Although the revenue and EPS for Realty Income Corp. (O) give a sense of how its business performed in the quarter ended December 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 $1.08 per share, in line with the Zacks Consensus Estimate . This compares to FFO of $1.05 per share a year ago.
Realty Income (NYSE: O) reports its Q4 2025 and full-year results today after the market closes.
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.