O · Realty Income Corp
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. Realty Income raised full-year 2026 AFFO/share guidance midpoint to $4.44-$4.45 (~$4.445) and lifted investment volume guidance to $10 billion from $9.5 billion, citing a robust pipeline and de-risked capital markets execution.
- + Raised 2026 AFFO/share guidance to $4.44-$4.45 from $4.41-$4.44
- + Raised 2026 investment volume guidance to $10 billion from $9.5 billion
- + Q2 AFFO/share grew 3.8% YoY to $1.09 and YTD up 5.2% to $2.22
- + Fitch initiated coverage with A long-term issuer default rating, joining top tier
- + Diversifying equity funding: public equity fell to 18% of investment volume vs. 47% 3-year average
- − Lower acquisition cap rate of 6.4% reflects competitive pressure and tougher economics
- − Cap rate spread to 10-year appears compressed and may face further pressure
- − Provision for impairment of real estate of $54.2 million in Q2
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
REIT - Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
O
this stock
Realty Income Corp
|
$52.55B | -2.2% | +9.1% | 40.5 | 4.3% |
|
SPG
Simon Property Group Inc.
|
$66.27B | +10.4% | +6.7% | 14.4 | 3.0% |
|
UNBLF
Unibail-Rodamco SE/ADR
|
$16.24B | -7.0% | — | — | 0.0% |
|
KIM
Kimco Realty Corp
|
$15.05B | +10.6% | +5.1% | 26.1 | 5.3% |
|
REG
Regency Centers Corp
|
$13.41B | +5.3% | +6.9% | 25.2 | 3.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| O | -2.5% | -10.0% | -12.2% | -10.0% | -2.2% |
| SPY | -1.2% | -0.4% | +13.1% | -0.4% | +12.1% |
| vs SPY | -1.3% | -9.7% | -25.2% | -9.7% | -14.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.