Realty Income (NYSE: O), a real estate investment trust and one of the biggest dividend names on the market, is expected to deliver its third monthly dividend payment of 2026 in March.
O ends 2025 with steady AFFO, 98.9% occupancy and an $8B 2026 investment plan, yet rate risks keep the buy-or-hold debate alive.
Realty Income remains a compelling 'safe haven' REIT, offering resilient dividends and consistent AFFO growth despite trading at a premium to peers. Realty Income is accelerating acquisitions, guiding for $8.0B in 2026 transactions, with a strategic focus on Europe to drive future AFFO growth as well as diversification. Adjusted FFO reached $3.9B in 2025, up 7% Y/Y, supporting a stable ~75% AFFO payout ratio and moderate dividend growth expectations.
O posts 11% Q4 revenue growth and higher AFFO, expands its portfolio and sets a 2026 outlook with robust investment plans.
Realty Income Corporation (O) Q4 2025 Earnings Call Transcript
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.