Realty Income Stock Price, News & Analysis

Realty Income (NYSE: O) will release its third quarter 2025 operating results after NYSE close on November 3, 2025, followed by a quarterly investor call at 2:00 p.m. PST.

Dial-in numbers: (833) 816-1264 (US) or (412) 317-5632 (International). Telephone replay available through November 10, 2025 using conference ID 8824762. A live webcast and replay will be on www.realtyincome.com.

As of June 30, 2025, the company reported a portfolio of over 15,600 properties across the U.S., U.K., and seven other European countries, and has declared 663 consecutive monthly dividends.

Realty Income (NYSE: O) has priced a dual-tranche offering of senior unsecured notes totaling $800 million. The offering consists of $400 million of 3.950% notes due 2029 and $400 million of 4.500% notes due 2033.

The 2029 notes were priced at 99.412% of principal with a 4.143% yield, while the 2033 notes were priced at 98.871% with a 4.685% yield. The combined notes have a weighted average tenor of 5.3 years and a weighted average yield of 4.414%. The proceeds will be used for general corporate purposes, including debt repayment, particularly the $550 million of 4.625% notes due November 2025.

The offering, managed by Wells Fargo Securities, Barclays, BofA Securities, Mizuho, and TD Securities, is expected to close on October 6, 2025.

Realty Income (NYSE: O), known as The Monthly Dividend Company®, has announced its 132nd dividend increase since its NYSE listing in 1994. The company has raised its monthly cash dividend to $0.2695 per share from $0.2690, representing a new annualized dividend of $3.234 compared to the previous $3.228.

As of June 30, 2025, Realty Income maintains a substantial portfolio of over 15,600 properties across all 50 U.S. states, the UK, and seven European countries. The company has achieved a remarkable milestone of declaring 663 consecutive monthly dividends and holds membership in the S&P 500 Dividend Aristocrats® index for increasing its dividend for over 30 consecutive years.

Realty Income (NYSE: O), known as The Monthly Dividend Company®, announced its participation in Bank of America's 2025 Global Real Estate Conference. CEO Sumit Roy and CFO Jonathan Pong will join a roundtable discussion on September 9, 2025, at 4:30 p.m. EDT.

The company, an S&P 500 member and real estate partner to leading global companies, maintains a substantial portfolio of over 15,600 properties across the U.S., U.K., and seven European countries. Notable achievements include 662 consecutive monthly dividends and membership in the S&P 500 Dividend Aristocrats® index for over 30 years of consecutive dividend increases.

Realty Income (NYSE: O), known as The Monthly Dividend Company®, has declared its 662nd consecutive monthly dividend of $0.269 per share. This represents an annualized dividend of $3.228 per share and will be payable on September 15, 2025, to stockholders of record as of September 2, 2025.

The company, an S&P 500 member, maintains a substantial portfolio of over 15,600 properties across all 50 U.S. states, the U.K., and seven European countries as of June 30, 2025. As a member of the S&P 500 Dividend Aristocrats® index, Realty Income has demonstrated a track record of increasing dividends for over 30 consecutive years since its founding in 1969.

Orion Properties (NYSE:ONL) reported its Q2 2025 results, highlighting significant leasing activity and strategic property dispositions. The company completed 179,000 square feet of leasing in Q2 and an additional 80,000 square feet post-quarter. Financial results showed total revenues of $37.3 million and a net loss of $(25.1) million, or $(0.45) per share.

The company successfully sold four vacant properties for $26.9 million in Q2 and has agreements to sell five additional properties for $56.9 million. Orion declared a Q3 2025 dividend of $0.02 per share and improved its 2025 guidance, raising Core FFO expectations to $0.67-$0.71 per share and lowering Net Debt to Adjusted EBITDA range to 7.3x-8.3x.

The portfolio consists of 66 Operating Properties with a 77.4% occupancy rate and generates $118.9 million in annualized base rent, with 68.5% derived from Investment-Grade Tenants.

Realty Income (NYSE:O), a leading net lease REIT, reported strong Q2 2025 results with AFFO per share of $1.05. The company deployed $1.2 billion in investments at a 7.2% initial weighted average cash yield, with 76% of investment volume in Europe. Portfolio occupancy improved to 98.6%, with a robust rent recapture rate of 103.4%.

The company raised its 2025 investment guidance to $5.0 billion and increased the low-end of AFFO guidance to $4.24-$4.28 per share. Realty Income announced its 111th consecutive quarterly dividend increase, with an annualized dividend of $3.228 per share. The company strengthened its liquidity position to $5.1 billion through multiple capital market activities, including euro-denominated notes issuance and ATM equity raises.

Orion Properties (NYSE:ONL) announced that its Board of Directors has unanimously rejected a revised non-binding acquisition proposal from Kawa Capital Management. The offer, submitted on July 17, 2025, proposed to acquire all outstanding Orion shares for $2.75 per share in cash.

The decision came after a thorough review process conducted by the Orion Board in consultation with independent financial advisor Wells Fargo and legal advisor Hunton Andrews Kurth LLP. According to Non-Executive Chairman Reginald H. Gilyard, the Board determined that Kawa Capital's proposal significantly undervalues the company and its prospects.

Orion Properties (NYSE:ONL) has received a revised unsolicited, non-binding acquisition offer from Kawa Capital Management. The new proposal offers $2.75 per share in cash for all outstanding shares not already owned by Kawa, representing a $0.25 increase from their previous June 20 offer of $2.50 per share which was rejected on July 9.

The Orion Board of Directors will evaluate the revised proposal with independent legal and financial advisors to determine the best course of action for the company and shareholders. Wells Fargo and Hunton Andrews Kurth LLP are serving as financial and legal advisors respectively.