Welcome to our dedicated page for Realty Income news (Ticker: O), a resource for investors and traders seeking the latest updates and insights on Realty Income stock.
Realty Income Corporation reports developments for a global net lease real estate business that provides real estate capital to corporate clients and owns a large property portfolio across the United States, the U.K. and Europe. News commonly covers operating results, FFO and AFFO measures, property investment activity, tenant and portfolio expansion, and financing transactions.
The company is known as The Monthly Dividend Company® and regularly announces common stock monthly dividends. Updates also address capital actions such as unsecured debt, term loans and currency swaps, as well as shareholder voting matters and other governance disclosures tied to its NYSE-listed common stock.
LNL Capital has appointed Joel Tomlinson as Managing Partner to lead and expand its structured debt and equity strategy in single-tenant retail, industrial, and healthcare net lease real estate.
Tomlinson has over 25 years of experience and has completed more than $15 billion in direct net lease transactions, with previous senior roles at Ares Management, Apollo Global Management, Realty Income (NYSE: O), and Cole Capital. LNL Capital reports a pipeline of over $2 billion in potential investment opportunities heading into the fourth quarter and early 2027. Since launching its LNL Credit Fund in 2024, the firm has deployed $1.3 billion in net lease structured debt and equity investments across BTS projects, portfolio acquisitions, sale-leasebacks, and other triple net properties.
Realty Income (O)/b) will participate in a live roundtable discussion at Bank of America's 2026 Global Real Estate Conference on September 15, 2026, at 11:05 a.m. EDT.The session, featuring Executive Vice President, Chief Financial Officer and Treasurer Jonathan Pong, will be webcast through the Investor Resources – Event Calendar section of the company’s website. A replay will be available for about 30 days after the event.
Realty Income (O) and KKR (KKR) will form a euro‑denominated joint venture expected to own a diversified, stabilized European net lease portfolio contributed by Realty Income.
KKR-advised capital accounts intend to invest €528 million for a 49% equity interest, while Realty Income retains 51%, continues to manage the properties through its European platform, and expects the structure to receive 100% permanent equity treatment from rating agencies. The portfolio, spanning Spain, Ireland, Poland and the Netherlands, is contributed at an effective 5.9% initial cap rate after recurring asset management fees, with estimated year 1 cash NOI of €67.7 million, a weighted average remaining lease term of 7.2 years, and 59% investment‑grade rent exposure. Closing is expected on September 30, 2026, subject to customary conditions.
Realty Income (O) declared a higher common stock monthly cash dividend of $0.2715 per share, up from $0.2710, payable on October 15, 2026 to shareholders of record on September 30, 2026.
The new rate equals an annualized dividend of $3.258 per share versus the prior $3.252. This is the company’s 136th dividend increase since its 1994 NYSE listing and contributes to its record of 675 consecutive monthly dividends and over 31 years of consecutive dividend growth.
Realty Income (NYSE: O) declared its 674th consecutive monthly common stock dividend, of $0.2710 per share, equivalent to an annualized $3.252 per share. The dividend is payable on September 15, 2026 to shareholders of record as of August 31, 2026.
According to Realty Income, the company owns over 15,500 properties across the U.S. and Europe and has increased its dividend for more than 31 consecutive years.
Realty Income (NYSE: O) closed a private offering of $1.0 billion aggregate principal amount of 3.750% convertible senior notes due 2031 to qualified institutional buyers under Rule 144A. The size includes an initial $875.0 million offering plus full exercise of a $125.0 million option granted to initial purchasers.
Net proceeds were approximately $981.9 million. Realty Income used about $33.2 million for capped call transactions, which have an initial cap price of $83.55 per share, around 35% above the $61.89 share price on August 11, 2026. It also used roughly $188.7 million to repurchase about 3.0 million shares concurrently, and plans to deploy remaining proceeds for general corporate purposes, including potential debt repayment and property or business acquisitions.
Realty Income (NYSE: O) priced an upsized private offering of $875.0 million aggregate principal amount of 3.750% convertible senior notes due 2031 to qualified institutional buyers under Rule 144A, increased from a previously announced $750.0 million. Settlement is expected on August 14, 2026, with initial purchasers holding an option to buy up to an additional $125.0 million of notes within 13 days.
The notes are senior unsecured, pay 3.750% interest semi-annually, and mature on August 15, 2031. The initial conversion rate is 13.7512 shares per $1,000 (conversion price about $72.72), a 17.5% premium to the $61.89 share price on August 11, 2026. Realty Income expects net proceeds of about $859.0 million (or $981.9 million if the option is fully exercised), to fund capped call transactions, repurchase approximately 3.0 million shares for about $188.7 million, and for general corporate purposes including debt repayment and property or business acquisitions.
Realty Income (NYSE: O) plans a private offering of $750 million aggregate principal amount of convertible senior notes due 2031 to qualified institutional buyers under Rule 144A, with an option for initial purchasers to buy up to an additional $112.5 million of notes.
The notes will be senior, unsecured, pay semi-annual interest and be convertible, with Realty Income settling principal in cash and any excess in cash, stock or both. The company may redeem the notes under specified price, cleanup and REIT preservation conditions, and must repurchase upon certain fundamental changes. Net proceeds will fund capped call transactions, concurrent share repurchases and general corporate purposes, including potential debt repayment and property-related investments.
Orion Properties (NYSE: O, ONL) reported second quarter 2026 total revenues of $34.3 million and net income attributable to common stockholders of $24.6 million, or $0.43 per basic share, compared with a net loss of $(25.1) million a year earlier. Core FFO was $11.8 million, or $0.20 per diluted share, slightly above $11.5 million in 2025.
Year-to-date, Orion completed approximately 673,000 square feet of leasing, including 202,000 square feet in Q2 and 116,000 square feet after quarter end. The company sold four properties and the 37.4‑acre Deerfield, Illinois campus year-to-date for $83.7 million, including $70.6 million in Q2, and reduced debt obligations by $60.7 million, bringing Net Debt to Annualized Adjusted EBITDA to 5.4x.
As of June 30, 2026, Orion’s portfolio comprised 57 operating properties with Annualized Base Rent of $108.0 million, 78.1% occupancy and a weighted average remaining lease term of 6.2 years. Liquidity totaled $176.5 million. The board declared a third-quarter 2026 dividend of $0.02 per share and raised 2026 Core FFO per share guidance to $0.72–$0.77 while lowering expected Net Debt to Adjusted EBITDA to 6.0x–6.8x.
Realty Income (NYSE: O) reported Q2 2026 net income available to common stockholders of $344.0 million, or $0.37 per share, on total revenue of $1,547.7 million. AFFO per share rose 3.8% year over year to $1.09, and FFO per share was $1.07.
For the first six months of 2026, AFFO per share was $2.22 versus $2.11 in 2025. The company invested $2.6 billion in the quarter ($2.1 billion Pro-Rata Share) at an Initial Weighted Average Cash Yield of 7.3%, and ended June 30 with 15,588 properties and 98.8% occupancy.
Same Store Rental Revenue increased 1.2% for Q2 and 1.0% for the first half on a constant currency basis. Realty Income raised its 2026 AFFO per share guidance to $4.44–$4.45, announced its 115th consecutive quarterly dividend increase (annualized $3.252 per share), and reported a dividend payout equal to 74.5% of Q2 diluted AFFO per share.
Available liquidity at Pro-Rata Share totaled $3.47 billion, including $534.6 million of cash and $3.15 billion of credit facility availability, net of $1.44 billion commercial paper. Subsequent events included issuing €600 million of 3.625% senior unsecured notes due 2032, expanding the unsecured revolving credit facility and commercial paper programs to $5.5 billion each, and receiving an 'A' Long-Term Issuer Default Rating with Stable Outlook from Fitch.