Revenue segments as reported by the company.

Rental

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Depreciation and amortization

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Property

General and administrative

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Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Realty Income Corp

Realty Income Corp. is a real estate company, which engages in generating dependable monthly cash dividends from a consistent and predictable level of cash flow from operations. The company was founded by William E. Clark, Jr. and Evelyn Joan Clark in 1969 and is headquartered in San Diego, CA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q1 2024

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Earnings data Q3 2024

Earnings data Q4 2024

Realty Income Corp reports robust growth and strategic investments in Q4 2022

Realty Income Corp's Q4 2022 earnings call showcased strong financial performance, strategic investments in diverse sectors, and a focus on enhancing shareholder value. Despite challenges with reserves related to Cineworld properties and variability in CapEx, the company is well-positioned to capitalize on growth opportunities in healthcare real estate and new verticals.

Realty Income Corp excels in Q1 2023, eyes international growth

Realty Income Corp's Q1 2023 performance reflects strong acquisitions, high occupancy rates, and a focus on sustainable growth strategies.
While facing challenges in deal volume and seller expectations, the company remains optimistic about opportunities in regional banks and asset repositioning.
With a commitment to value creation and international expansion, Realty Income Corp aims to capitalize on market opportunities and drive long-term growth.

Realty Income Corp reports strong Q2 results and eyes sale-leaseback growth

Realty Income Corp's Q2 performance showcased growth in AFFO per share and successful real estate investments, while maintaining high occupancy rates. The company's strategic focus on sale-leaseback opportunities with S&P 500 firms positions it well for future growth despite challenges from tenant credit risks and interest rate impacts.

Realty Income Corp's Q3 Merger with Spirit Drives Growth

Realty Income's Q3 performance reflects strong execution, strategic investments, and a transformative merger with Spirit Realty. The company's asset management expertise, liquidity position, and growth outlook present a compelling investment opportunity.

Realty Income Corp achieves record investments, eyes strategic growth

Realty Income Corp's strong financial performance in 2023, driven by record investments and strategic acquisitions, sets a positive trajectory for 2024. Despite challenges in cost of capital and tax implications, the company's focus on selective investments and growth opportunities presents a promising outlook for future expansion and value creation.

Realty Income Corp reports robust Q2 results and eyes strategic growth

Realty Income Corp's Q2 performance reflects financial strength, operational excellence, and strategic investment decisions.
While challenges in property dispositions and maintaining investment spreads exist, the company's strong fundamentals and growth prospects position it well for the future.
Opportunities in larger portfolio deals and strategic market expansions offer avenues for sustained growth and value creation for shareholders.

Realty Income Corp reports strong Q3 performance and expands into private capital

Realty Income Corp's Q3 performance reflects momentum and strategic initiatives for future growth. Despite challenges in credit and market dynamics, the company is optimistic about opportunities in private capital and targeted investments. Investors should watch for continued progress in executing their growth strategy.

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Stockholders equity

Minority interest

Total liabilities & equity

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Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

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Change in stock

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Net change in cash

Free cash flow

Our initial report on Realty rated the shares a Hold. We liked the business and management team, but didn't see an attractive return profile. With the shares down ~6% since our initial report, and the Spirit merger completed, we wanted to take another look. The past 2 quarters have been reasonably strong for Realty, but share issuances related to Spirit have modestly pushed our NAV estimate down.

Realty Income: Still Not Ready To Buy This Dividend Aristocrat

Realty Income's (O) latest dividend hike reflects this REIT's ability to generate decent cash flows from its high-quality portfolio and solid balance sheet strength.

Realty Income (O) Rewards Investors With 125th Dividend Hike

The net lease market continues to grind to a halt, entering a second year of depressed transaction activity. Realty Income (O) is the largest net lease REIT and has a strong track record of dividend growth, largely fueled by an acquisitive strategy. We explore the impact of the slowing net lease market on O's acquisition activity, showcasing their willingness to be flexible within their business.

Realty Income: A Skidding Net Lease Market Is Impacting The Largest Net Lease REIT

Enbridge

Enterprise Products Partners

MPLX

Williams

Investing in companies that pay reliable dividends can provide a steady stream of income and potential capital appreciation. Realty Income Corp. is a reliable dividend payer with a diversified portfolio and a strong leasing environment. Enbridge is a leading energy company with stable cash flows and strong operating fundamentals, offering an attractive dividend yield.

Fund Your Forever Home With These High Dividends

Agree Realty

National Retail Properties

Verizon

The 4% rule is becoming irrelevant in today's high inflation environment, prompting retirees to seek higher-yield investments without depleting their principal. Verizon offers a stable 6.6% dividend yield with its robust market position, successful FWA strategy, and strong financial performance. Agree Realty focuses on investment-grade tenants, strategic growth, and has a solid balance sheet, offering an attractive 5% yield with potential capital appreciation.

Forget 4% Rule And Buy These Higher Yields Instead

Crown Castle International

Altria

Pfizer

Smart Investors Are Quietly Loading Up on These “Dividend Legends” If you want your portfolio to pay you cash like clockwork, it's time to stop blindly following conventional wisdom like relying on Dividend Aristocrats.

6 Safe Blue Chip Dividend Stocks That Yield More Than Treasury Bonds

O is a REIT stalwart and terrific income generator, available at bargain prices. Many REITs are slowing acquisitions due to interest rates and share price issues. We look at the new path Realty Income has decided to take.

Dividend Growth At A Bargain Price? O Yeah! Realty Income

AGNC Investment

AT&T

Dividend-paying stocks have consistently outperformed non-payers over the long run. Billionaire money managers were surprising sellers of two widely-owned, time-tested income stocks in the first quarter.

2 Ultra-High-Yield Dividend Stocks Billionaires Are Surprisingly Selling, and the 1 Monthly Dividend Payer They Can't Stop Buying

Realty Income is one of the largest real estate investment trusts you can invest in. Combustible tobacco sales are sinking for Altria Group, but it could transition heaps of customers to its new e-vapor products.

3 Reliable Dividend Stocks With Yields Above 5% You Can Buy With Less Than $100 Right Now

Realty Income's shares could see a breakout as lower federal fund rates benefit the REIT sector, and especially large REITs that rely on debt-financing to stem acquisitions. The company's major transactions outside of its core retail operations are boosting adjusted FFO and improving diversification. With lower interest rates, I expect O stock to make significant acquisitions and experience strong, sustained AFFO growth.

Realty Income: Set For A New Upleg

Ares Capital

Brookfield Infrastructure Partners L.P.

TipRanks' analyst ranking service pinpoints Wall Street's best-performing stocks, including Realty Income and Ares Capital.

Top Wall Street analysts like these 3 dividend stocks for high yields

I am not a big fan of Realty Income Corporation.

Very Good News About Realty Income

Apple

iShares Core Dividend Growth ETF

Microsoft

Schwab US Dividend Equity ETF

TCP Capital

Vanguard S&P 500 ETF

Building a diversified dividend portfolio with several ETFs and single companies offers multiple advantages over a single ETF-approach. In today's article, I will introduce you to a $50,000 dividend portfolio that includes three ETFs and three single companies, offering positive risk-reward profiles for investors. The three included ETFs ensure a stable dividend income, dividend growth, a reduced portfolio risk level, and can contribute to achieving an attractive Total Return.

Building A $50,000 Dividend Portfolio With 3 ETFs And 3 High Dividend Yield Stocks

Essential Properties Realty Trust Inc

Four Corners Property Trust

Getty Realty

Medical Properties Trust

NETSTREIT Corp

W. P. Carey

Net lease REITs have performed better than other types of REITs despite rising interest rates. AFFO multiples are the primary method for valuing net lease REITs. These charts allow us to compare the swing in AFFO multiples over the last 5 years.

Net Lease REIT Chart Comparison

SAN DIEGO , May 17, 2024 /PRNewswire/ -- Realty Income Corporation (Realty Income, NYSE: O), The Monthly Dividend Company®, today announced it has declared an increase in the company's common stock monthly cash dividend to $0.2625 per share from $0.2570 per share. The dividend is payable on June 14, 2024, to stockholders of record as of June 3, 2024.

Realty Income Announces Common Stock Dividend Increase of 2.1% and Declares Preferred Stock Quarterly Dividend

Opendoor

Tesla

Realty Income, Tesla, and Opendoor are trading lower in 2024, but brighter days could be ahead. Realty Income will fare better when interest rates fall, making it easier to finance further expansion.

3 Stocks That May Have to Wait Until 2025 to Win

Realty Income is a real estate investment trust (REIT) in the retail space. The company leases property to cost-conscious retailers like Walmart.

Looking for Passive Income? This 5.6%-Yielding Dividend Stock Is About as Reliable as It Gets

JPMorgan Equity Premium Income ETF

JPMorgan Nasdaq Equity Premium Income ETF

Realty Income's evergreen business model makes it a great investment. The JPMorgan Equity Premium Income ETF offers investors a high monthly yield.

3 Stock Investments That Cut You a Check Each Month

TC Energy

Western Union

Realty Income is a diversified real estate investment trust which has a high occupancy rate of nearly 99%. TC Energy is a pipeline giant with a mammoth 7.2% dividend yield.

Want $2,000 in Annual Dividends? Invest $30,000 in These 3 Stocks

Coca-Cola

Starbucks

The combination of earnings season and a dovish Fed are pushing the markets closer to all-time highs. The Dividend Harvesting Portfolio has reached an all-time high in profitability and account value, with a 13.14% return on invested capital. The portfolio is generating $1,495.50 in forward dividend income, with equities, ETFs, REITs, CEFs, and BDCs contributing to the dividend income.

Dividend Harvesting Portfolio Week 167: $16,700 Allocated, $1,495.50 In Projected Dividends

Brandywine Realty

Braemar Hotels & Resorts Inc

BRT Apartments

City Office REIT

Digital Realty Trust

Global Net Lease

Hudson Pacific Properties

Industrial Logistics Properties

Orion Office REIT

Piedmont Office Realty Trust

RLJ Lodging Trust

These REITs have a price-to-NAV range of 0.27x to 0.59x. There may be upside of more than 200% to the NAV estimate, which will probably decline over time. The estimates may be terrible. That's not my fault. You'll probably have a better time reading this, than reading my competitor's articles.

10 REITs At Mega Discounts To NAV

AMC Entertainment

Brookfield Renewable Partners

Blackstone Secured Lending Fund

GameStop

Mid-America Apartment Communities

NextEra Energy

Reddit Inc

Meme stocks like AMC and GameStop are surging again, driven by retail investors and the return of "Roaring Kitty" on Reddit. However, this is likely bad news for dividend stocks.

Why The Meme Stock Craze Is Bad News For Dividend Stocks

Realty Income reported higher adjusted funds from operations when it recently announced first-quarter results. That should allow the dividend to continue to grow.

1 Wall Street Analyst Thinks Realty Income Stock Is Going to $59. Is It a Buy?

Buc-ee's, a popular convenience store in the American South, is gaining a cult following and is considered a road trip destination.

Who Wants To Be A C-Store Landlord?

News for Realty Income Corp Stock (O)