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OO

Realty Income Corporation

Hot onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growthBullish-leaning chatter
$O·$52B·REIT - Retail·Real Estate
$55.14-0.4%YTD-2.1%1Y-8.9%
Price updated 3h ago·X counts updated 2d ago
OO
$ORealty Income Corporation
$55.14-0.38%1.1k posts4×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $O on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

1,064X posts · last 7 days
Sep 12Sep 27
Chatter Meter
4×
QuietNormal · 1×Loud

How loud $O's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 99% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data17 posts analyzed · as of 2026-09-29

Realty Income holders are contrarian bullish near 52-week lows around $55, with average analyst target near $66, calling it a dividend investor's obvious add. Chatter runs long-horizon compounding math ($100/day → $6,794/month by year 20) and 674 consecutive monthly dividends across 56 years; the only real skeptic argues you can outperform by buying preferreds like OVL instead. Chatter also mixes in an unrelated "Realtime O" memecoin thread.

Read what X is saying about $O

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $O — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersSelling offAI verdict · as of 2026-09-29

Falling on heavy selling — points lower unless it turns around.

Realty Income sits at 52-week lows with the dividend intact — a rate-sensitive story more than a business one.

Realty Income is the S&P 500 net-lease REIT known as 'The Monthly Dividend Company' — a portfolio of freestanding retail properties with long triple-net leases. The business is fine; the stock is a rate-duration bet.

Why the tape is soft even as fundamentals hold:

  • Operations are steady: Q1 revenue grew 12% YoY to $1.55B, FCF yield is ~7%, and the monthly dividend is now 56 years unbroken — for the income crowd, this is the asset working exactly as advertised.
  • Rates are the whole story: at 55.35 the stock sits in the bottom 2% of its 52-week range vs a ~$66 average analyst target — the multiple has compressed because 10-year yields moved against it, not because tenant credit deteriorated.
  • The August $1B convertible at 3.75% is a tell on capital costs: management is using conversion premium to shave borrowing costs — a smart trade, but proof that unsecured debt is now expensive enough to reach for hybrid capital.

The bull path is a rate reset that decompresses the multiple, and the fundamentals catch a bid on their own merit. The bear path is 'higher for longer' keeping the tape near lows through year-end. What restarts the stock: 10-year yields easing 25–50bps, or a Q3 print showing meaningful FFO growth to justify the current yield.

Agrees with X sentimentBulls have the dividend-durability read right — 56 straight years of monthly payouts and 12% revenue growth back the income thesis. What they're not weighing enough: the tape is a rates trade first, so nothing changes until rates do or FFO growth surprises.

What to watch: Nov 2 Q3 print — FFO/share growth and tenant-mix commentary. Also 10-year Treasury moves; the stock's beta to rates is heavy right now.

On the calendar: 2026-11-02 — Q3 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Net lease REIT with 6,500+ commercial properties and monthly dividends paid every month since 1969.

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

No material change from last week — Class-A malls (SPG) benefit from luxury-tenant demand and experiential retail conversions while net-lease REITs (O) offer an elevated dividend yield as rate sensitivity keeps REIT valuations compresse.

What this means for $O

Partial — Net lease REIT with 6,500+ commercial properties and monthly dividends paid every month since 1969.

Top industry ETF

$XLREReal Estate Select Sector SPDR
+3.7%YTD
-1.5%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
Q2 2026Aug 5, 2026$0.37$0.40-7.0%
Q1 2026May 6, 2026$0.37$0.40-7.0%
Q4 2025Feb 24, 2026$0.32$0.38-16.6%
Q3 2025Nov 3, 2025$0.34$0.40-14.7%
Next earningsMon, Nov 2·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 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.7B$5.6B – $5.7B$1.52$1.50 – $1.535
FY27$6.0B$5.5B – $6.2B$1.69$1.67 – $1.706
FY28$6.6B$5.7B – $7.0B$1.65$1.29 – $1.823
FY29$7.2B$6.8B – $7.6B$2.15$2.00 – $2.281
FY30$5.9B$5.6B – $6.2B$0.00$0.00 – $0.002

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.1.5×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.2%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.-10.0%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.-10.6%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 today1.1% 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.β0.715-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.

Insider activity

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

Recent transactions

SellSep 10Gregory MclaughlinDirector3.5K sh$209K
+ 11 other (10 awards · 1 inkind) 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
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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-KUnregistered equity saleAug 148-K — Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

Realty Income Corporation issued $1.0 billion principal amount of 3.750% Convertible Senior Notes due 2031 on August 14, 2026, creating a new direct financial obligation. The filing also covers Item 3.02 (reduction in securities, likely tied to share repurchases or conversions) and Item 7.01 (Reg FD, content not captured in excerpt). The 3.750% rate on convertible notes is notably low, suggesting Realty Income is using the conversion premium to lower its effective borrowing cost. The $1B convertible is material for the REIT's capital structure, with potential future dilution if the notes convert.

8-KPress release / Reg FDAug 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

O filed an 8-K (Item 2.02) reporting its financial results, filed 2026-08-05. The actual financial figures are in the attached press release (Exhibit 99.1), not reproduced in the body excerpt. This is a material disclosure; investors should review the press release for beat/miss details and guidance.

8-KAgreement terminatedJul 138-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Realty Income Corporation (O) entered into its Fifth Amended and Restated Credit Agreement on July 10, 2026 (the closing date). The credit facility includes both a U.S. borrower tranche and a UK borrower tranche through its subsidiary RI UK Finance Ltd. This is a material refinancing and amendment to Realty Income's primary revolving credit facility. Specific financial terms such as capacity, pricing, and maturity were not detailed in the excerpt.

424B5Prospectus supplement (offering)Jun 30424B5
AI summary

Realty Income filed a preliminary prospectus supplement for EUR-denominated notes due 2032 with the coupon rate blank. Notes are senior unsecured, listed on NYSE, with a minimum denomination of EUR 100,000. Preliminary EUR-denominated debt raise accessing European capital markets.

424B5Prospectus supplement (offering)Jun 29424B5
AI summary

Realty Income filed a preliminary prospectus supplement for EUR-denominated notes due 2032 with coupon blank and a minimum denomination of EUR 100,000. Preliminary EUR note offering preceding the final pricing.

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.

+ 14 other (8 routine 8-Ks · 2 10-Qs · 2 13Gs · 1 CERT) in window

Recent news

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

How Large Does Your Portfolio Need to Be to Generate $8,350 a Month?247wallst.com·1d agoRealty Income (O) Stock Pays Dividends Monthly. Does That Actually Make It a Better Dividend Stock?fool.com·2d ago2 High-Yield Dividend Stocks Near Their 52-Week Lows That Income Investors Are Sleeping Onfool.com·2d agoWhere You Hold JEPI and O Matters More Than You Think: The Taxable vs. IRA Math247wallst.com·2d agoHere's why Realty Income stock is in a freefall and what to expectinvezz.com·2d ago

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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.

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