Realty Income Corporation

Realty Income Corporation

OยทNYSE

$59.72

-0.32%
Real EstateREIT - Retail

Realty Income, The Monthly Dividend Company, is an S&P 500 company dedicated to providing stockholders with dependable monthly income. The company is structured as a REIT, and its monthly dividends are supported by the cash flow from over 6,500 real estate properties owned under long-term lease agreements with our commercial clients. To date, the company has declared 608 consecutive common stock monthly dividends throughout its 52-year operating history and increased the dividend 109 times since Realty Income's public listing in 1994 (NYSE: O). The company is a member of the S&P 500 Dividend Aristocrats index. Additional information about the company can be obtained from the corporate website at www.realtyincome.com.

At a Glance

Live Snapshot
Market Cap$55.69B
EPS1.1700
P/E Ratio51.04
Earnings Date08/05/2026
o

Realty Income Corporation Street Expectations Map

O ยท NYSE

Wall Street analysts project that O stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 68.14, with estimates ranging from a low of 66.00 to a high of 69.00.

Lowest Target
66.00
10.52%
Consensus Target
68.14
14.10%
Highest Target
69.00
15.54%

The consensus 1-year price target stands at 68.14, with estimates ranging from a low of 66.00 to a high of 69.00.

Analyst Consensus Analysis

Upside Potential

+14.1%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

4.4% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Realty Income Corporation Forward Estimates of Revenue

O ยท NYSE
Latest Revenue
5.75B
FY 2025
Avg Estimate
5.60B
FY 2026
Estimate Range
5.54B - 5.67B
Analyst Spread

Forward Growth Analysis

Projected Growth-2.5%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Realty Income Corporation Forward Estimates of Net Income

O ยท NYSE
Latest Net Income
1.06B
FY 2025
Avg Estimate
1.41B
FY 2026
Estimate Range
1.39B - 1.42B
Analyst Spread

Forward Growth Analysis

Projected Growth+32.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Realty Income Corporation Forward Estimates of EPS

O ยท NYSE
Latest EPS
1.17
FY 2025
Avg Estimate
$1.60
FY 2026
Estimate Range
$1.59 - $1.62
Analyst Spread

Forward Growth Analysis

Projected Growth+37.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Realty Income Corporation Forward Estimates of EBIT

O ยท NYSE
Latest EBIT
1.08B
FY 2025
Avg Estimate
2.31B
FY 2026
Estimate Range
2.29B - 2.34B
Analyst Spread

Forward Growth Analysis

Projected Growth+114.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Realty Income Corporation Forward Estimates of EBITDA

O ยท NYSE
Latest EBITDA
3.55B
FY 2025
Avg Estimate
4.85B
FY 2026
Estimate Range
4.79B - 4.90B
Analyst Spread

Forward Growth Analysis

Projected Growth+36.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Realty Income Corporation Forward Estimates of SG&A Expense

O ยท NYSE
Latest SG&A Expense
252.97M
FY 2025
Avg Estimate
225.82M
FY 2026
Estimate Range
223.24M - 228.40M
Analyst Spread

Forward Growth Analysis

Projected Growth-10.7%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

o

Realty Income Corporation Insider Positioning

O ยท NYSE

During the last 12 months, insiders have sold $1.33M worth of O shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

10.7K

664.53K

Net Activity

-665K

-$665K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

11.0K

664.73K

Net Activity

-665K

-$665K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
PMH

Preusse Mary Hogan

Director

11.0K sharesโ€ข1 transactions

$665K

2
BM

Bushore Michelle

Officer: See Remarks

7.4K sharesโ€ข1 transactions

$462K

3
MG

Mclaughlin Gregory

Director

3.3K sharesโ€ข1 transactions

$203K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $1.33M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$665K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

3 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.