Company Dossier · Real Estate
Realty Income
- S&P 500
- Russell 1000
What Realty Income is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $6.05 billion, up 11% from a year earlier.SEC EDGAR filings (XBRL)
- Long-term debt issued in the fiscal year to December 31, 2025: $0.41 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 5, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.85 of 1.Palanor Discourse
- Guidance in the last 90 days: 3 outlook figures raised, 1 lowered, 5 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 25, 2026): 3 risk factors added, 1 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $0.2 million on the open market.SEC Form 4
- 1,469 institutional managers reported a position at June 30, 2026 (+20 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 3.U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Realty Income is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings54th pct
- Deals and private raises38th pct
- Patent publications50th pct
Confident ↔ Hedging
Mixed
- Call sentiment61st pct
- Call confidence79th pct
- Guidance changes59th pct
- Risk factors added43rd pct
- Insider open-market trades42nd pct
- + Call confidence
- + Call sentiment
- + Guidance changes
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver98th pct
- Stress filings50th pct
Credit
How these are built →Realty Income's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Bonds priced, last 12 months
$0.8B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Jun 29, 2026 | €600M | 3.625% | 2032 (6y) | +109bp | 3.716% |
| Mar 30, 2026 | $800M | 4.750% | 2033 (7y) | +88bp | 5.047% |
| Sep 25, 2025 | $400M | 3.950% | 2029 (3y) | +48bp | 4.143% |
| Jun 11, 2025 | €650M | 3.375% | 2031 (6y) | +128bp | 3.456% |
| Apr 1, 2025 | $600M | 5.125% | 2035 (10y) | +118bp | 5.337% |
| Aug 27, 2024 | £350M | 5.000% | 2029 (5y) | +140bp | — |
| Jan 8, 2024 | $450M | 4.750% | 2029 (5y) | +95bp | 4.923% |
| Nov 28, 2023 | £300M | 5.750% | 2031 (8y) | +170bp | — |
From the pricing term sheets Realty Income filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Realty Income, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- NegativeRealty Income: The Buy Case Is Getting Weaker (NYSE:O)
seekingalpha.com · via Marketaux · Oct 9, 2026
- NeutralRealty Income Stock: Focus On Fundamentals Not The Bond Market Carnage (NYSE:O)
seekingalpha.com · via Marketaux · Oct 2, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Jul 13, 20268-KMaterial agreement signedItem 1.01
- Jul 13, 20268-KMaterial agreement terminatedItem 1.02
- May 22, 20268-KShareholder vote resultsItem 5.07
- Mar 2, 20268-KDirector or officer changeItem 5.02
- Feb 25, 202610-KAnnual report (10-K)3 risk factors added, 1 removed
- Nov 18, 20258-KMaterial agreement signedItem 1.01
- Oct 14, 20258-KDirector or officer changeItem 5.02
- Jun 23, 20258-KMaterial agreement signedItem 1.01
- May 15, 20258-KDirector or officer changeItem 5.02
- May 15, 20258-KShareholder vote resultsItem 5.07
- Apr 29, 20258-KMaterial agreement signedItem 1.01
- Feb 25, 202510-KAnnual report (10-K)3 risk factors added, 3 removed
- Nov 26, 20248-KDirector or officer changeItem 5.02
- Feb 21, 202410-KAnnual report (10-K)3 risk factors added, 2 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Simon Property Group SPG | $6.9B | $3.2B | Jun 30, 2026 |
| Kimco Realty KIM | $2.2B | $1.1B | Jun 30, 2026 |
| Regency Centers REG | $1.6B | — | Mar 31, 2026 |
| Brixmor Property Group BRX | $1.4B | — | Jun 30, 2026 |
| Federal Realty Investment Trust FRT | $1.3B | — | Mar 31, 2026 |
| NNN Reit NNN | $0.9B | — | Dec 31, 2025 |
| Host Hotels & Resorts HST | $6.2B | — | Jun 30, 2026 |
| Digital Realty DLR | $6.3B | — | Mar 31, 2026 |