Realty Income vs. Simon Property: Which REIT Wins the Dividend Battle?
SPG's premier retail portfolio, rising dividends and growth potential edge past O's steady monthly payouts.
Realty Income: Enhanced Resilience Keeps Shares Looking Attractive
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.
O, O, It's Magic: We're Sleeping So Well At Night, With Realty Income
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.
Realty Income Q2 AFFO Falls Short of Estimates, Revenues Rise Y/Y
O's second-quarter 2025 results reflect a year-over-year rise in revenues. However, higher interest expenses remain a concern.
Realty Income Rallies Post-Earnings Miss—Here's What Drove It
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 (O) Q2 2025 Earnings Call Transcript
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.
Realty Income Corp. (O) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
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) Misses Q2 FFO Estimates
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.
2 Strong Buy Dividend Stocks For A Potential Rate Cut In September
The Fed's likely rate cuts, spurred by weak jobs data, create a favorable environment for dividend stocks poised to benefit from lower interest rates. Whirlpool is deeply undervalued, with pent-up appliance demand likely to surge as mortgage rates fall and the housing market thaws. One Liberty Properties offers an 8% yield, high insider ownership, and strong dividend coverage, making it compelling if rates decline.
Why Realty Income Is In My Portfolio
Realty Income offers reliable, steadily growing monthly dividends, making it a favorite for income-focused investors, especially retirees seeking inflation protection. The company's triple net lease model ensures stable, high-margin cash flows, with AFFO per share growth supporting consistent dividend increases. Higher interest rates present a headwind to future AFFO growth, but Realty Income's strong credit rating and prudent debt management mitigate risk.
Should You Buy, Hold or Sell Realty Income Stock Ahead of Q2 Earnings?
O's Q2 results may show stable earnings as high occupancy, strategic deals and sector expansion support revenue growth.
Unlocking Q2 Potential of Realty Income Corp. (O): Exploring Wall Street Estimates for Key Metrics
Get a deeper insight into the potential performance of Realty Income Corp. (O) for the quarter ended June 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
