TickerTalks
Browse all tickers →
TickerTalks›$O
OO

Realty Income Corporation

$O·$56B·REIT - Retail·Real Estate
$60.24-0.5%YTD+6.9%1Y+4.6%
Mentions · last 7 days
2026-06-11: 116 posts2026-06-12: 130 posts2026-06-13: 22 posts2026-06-14: 26 posts2026-06-15: 121 posts2026-06-16: 133 posts2026-06-17: 324 posts886+55%
Price updated 12h ago·X counts updated 2d ago
OO
Realty Income Corporation$O
$60.24-0.54%886 posts+55%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $O, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Stuck sidewaysWinding up for a moveAI verdict · as of 2026-06-19

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Defensive monthly-dividend compounder with a steady ATM funding overhang; rate path is the main driver, not company-specific catalysts.

Realty Income is the prototypical monthly-dividend net-lease REIT, with a 6,500+ property portfolio and a long history of disciplined acquisitions. The recent 424B5 establishes a $1.5B at-the-market equity program — standard funding for a REIT this size, but a near-term overhang for spot demand. The X conversation under the O cashtag is dominated by a launch of an unrelated O token on Base by o1_exchange and has almost nothing to do with the REIT. At $60.24 the stock is +6.9% YTD on a $56.5B market cap, with the 5.4%-handle dividend yield close to where it has traded for most of the post-rate-hike era. ROIC of 33% is largely accounting noise (REIT FFO mechanics), but debt-to-equity 0.77 and 68% gross margin reflect normal net-lease structure. The bear case is that a higher-for-longer rate path keeps the cost of capital sticky; the offsetting case is that any normalization in 10-year yields drives multiple expansion alongside the steady cash-flow growth.

sentiment mismatched ticker

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment35 posts analyzed · as of 2026-06-18

The O conversation is dominated by the launch of a new O token on Base by o1_exchange, the onchain Everything Exchange that is being framed as a meta DEX aggregator plus onchain trading terminal plus mobile trading interface. Bulls cite listings on KuCoin, Gate, MEXC and BingX with trading starting June 17 alongside Aerodrome emissions eligibility for the O-USDC pool. The community-shilling narrative emphasizes AI-powered trading analytics, lower fees, advanced order execution and ecosystem rewards. Realty Income equity story appears tangentially but minimally with the Parker Kitchen acquisition reference. Positioning chatter is heavily long across the launch with airdrop hype as the catalyst.

Read the AI verdict + X sentiment for $O

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Known as "The Monthly Dividend Company," Realty Income is an S&P 500 corporation committed to delivering reliable monthly income to its shareholders. Operating as a Real Estate Investment Trust (REIT), its monthly payouts are generated from the consistent cash flow of over 6,500 commercial properties, which are leased to various businesses under long-term contracts. With a remarkable 52-year operational history, the firm (NYSE: O) has announced 608 uninterrupted monthly dividends for its common stock and has increased its dividend payout 109 times since going public in 1994. It also holds a distinguished position within the S&P 500 Dividend Aristocrats index. For additional details, please visit the company's official website at www.realtyincome.com.

Industry overviewAI analysisGenerated by AI from underlying data

Where REIT - Retail sits in its cycle right now — and what that implies for $O.

REIT - Retail · Real Estate

Top industry ETF

$XLREReal Estate Select Sector SPDR
+8.7%YTD
+4.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
48.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
33.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
29.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
9.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
2.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
68.6%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.8Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 6, 2026$0.33$0.40-18.0%
Q4 2025Feb 24, 2026$0.32$0.38-16.6%
Q3 2025Nov 3, 2025$0.34$0.40-14.7%
Q2 2025Aug 4, 2025$0.22$0.40-45.3%
Next earningsWed, Aug 5·consensus EPS $0.41

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.5B+12.2%11.1%46.9%$0.33$848.2M
Q4 FY25$1.5B+11.0%82.1%-18.3%$0.32$1.2B
Q3 FY25$1.5B+10.5%92.7%45.8%$0.35$943.1M
Q2 FY25$1.4B+5.3%92.4%42.9%$0.22$1.1B

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.7B$5.6B – $5.8B$1.60$1.58 – $1.658
FY27$6.1B$5.6B – $6.4B$1.79$1.78 – $1.867
FY28$6.6B$6.5B – $6.7B$1.84$1.67 – $2.074
FY29$7.2B$6.7B – $7.6B$2.19$2.00 – $2.363
FY30$5.8B$5.4B – $6.2B$0.00$0.00 – $0.003

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.36%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.5%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-0.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 930.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.735-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Know if $O is setting up — or just chopping

  • Volume multiple vs 30-day baseline — catch unusual interest before the move
  • Position vs 50d & 200d MAs and 52-week range — trend direction at a glance
  • Float bucket, beta, and active-offering flags — what kind of stock you're trading
Free, forever. No credit card.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellApr 2Michelle BushoreSee Remarks7.4K sh$462KSellApr 1Gregory MclaughlinDirector3.3K sh$203K
+ 34 other (19 awards · 15 inkinds) in window

See when $O insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 228-K — Item 5.07: Shareholder vote
AI summary

Realty Income Corporation (O) filed an 8-K (Item 5.07) on May 22, 2026 reporting shareholder vote results from its annual meeting held May 21, 2026. The excerpt is primarily XBRL tags referencing multiple outstanding note series plus boilerplate header — the specific vote tallies are in the attached exhibit. Routine annual meeting voting disclosure for a major net-lease REIT.

424B5Prospectus supplement (offering)May 8424B5
AI summary

Realty Income Corporation filed a 424B5 prospectus supplement on May 8, 2026, establishing an at-the-market (ATM) equity offering program for up to 150,000,000 shares of common stock at prevailing market prices. The program involves 25 agents including Goldman Sachs, J.P. Morgan, Morgan Stanley, and BofA Securities, as well as a forward-sale component through forward purchasers. Proceeds are intended for general corporate purposes, which for a net-lease REIT typically means funding acquisitions. This is a significant dilution facility — 150 million shares represents a material addition to the share count and will be drawn down over time as Realty Income deploys capital.

8-KPress release / Reg FDMay 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Realty Income Corporation filed an 8-K under Items 2.02 (earnings) and 7.01 (Reg FD) on May 6, 2026, reporting Q1 2026 financial results and furnishing an investor presentation. The XBRL header lists 14 outstanding senior note series ranging from 1.125% (2027) to 6.000% (2039), reflecting the REIT's extensive unsecured debt stack. Routine quarterly earnings and investor deck — AFFO per share, portfolio occupancy rate, and same-store rent growth are the metrics that drive valuation for this net-lease bellwether.

424B5Prospectus supplement (offering)Mar 31424B5
424B5Prospectus supplement (offering)Mar 30424B5
8-KOfficer or director changeMar 28-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDFeb 248-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KUnregistered equity saleJan 88-K — Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
+ 15 other (6 routine 8-Ks · 3 13Gs · 2 proxys · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Realty Income: What Graham Taught Me About REITs And Ratesseekingalpha.com·17h agoOur Highest Conviction Call on Realty Income Points to 30% Upside247wallst.com·21h agoThis $2 Million Portfolio Pays a Six-Figure Income Without Owning a Single Rental Property247wallst.com·22h agoBoomers Need the Safest Dividend Stocks. We Asked Claude and Found 5 That Yield 5% or More247wallst.com·1d agoDividend Announcements: June 6-12, 2026seekingalpha.com·1d ago
Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport