133rd Common Stock Monthly Dividend Increase Declared by Realty Income
Rhea-AI Summary
Realty Income (NYSE: O) declared a monthly common-stock dividend increase to $0.2700 per share from $0.2695 per share. The dividend is payable on January 15, 2026 to stockholders of record as of December 31, 2025.
The new rate annualizes to $3.240 per share versus the prior annualized amount of $3.234 per share. The company said this declaration marks its 133rd dividend increase since listing on the NYSE in 1994 and continues a record of 666 consecutive monthly dividends. As of September 30, 2025, the company reported a portfolio of over 15,500 properties across the U.S., the U.K., and seven other European countries.
Positive
- Monthly dividend raised to $0.2700 per share
- Annualized dividend increased to $3.240 per share
- 133rd dividend increase since NYSE listing in 1994
- 666 consecutive monthly dividends declared since founding
Negative
- Minimal per‑share increase of $0.0005 may be immaterial to income
News Market Reaction – O
On the day this news was published, O declined 0.67%, reflecting a mild negative market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
Peers show mixed, mostly modest moves: SPG (-0.25%), KIM (-0.05%), REG (+0.39%), ADC (-0.54%), NNN (-0.28%). This points to stock-specific dynamics rather than a unified REIT retail sector move.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 01 | Investment transaction | Positive | +0.1% | $800M preferred equity investment in CityCenter real estate assets. |
| Nov 26 | Governance update | Positive | +0.7% | Orion deems activist director nomination notice invalid under bylaws. |
| Nov 19 | Activist nomination | Negative | -1.1% | Orion confirms receipt of activist’s five director nominees for 2026 meeting. |
| Nov 18 | Debt financing | Neutral | -1.1% | Realty Income closes £900M term loan to refinance existing Sterling debt. |
| Nov 14 | Earnings report | Positive | +0.3% | Modiv Industrial posts AFFO beat and 22% y/y growth in AFFO per share. |
Across recent events for related REIT names, price reactions generally align with the tone of news, with one divergence on a funding-related headline.
Over the past six weeks, filings and news around Realty Income and related REITs have focused on capital deployment, balance sheet management, and governance. Realty Income reported a £900 million term loan and an $800 million preferred equity deal alongside higher Q3 2025 revenue of $1.471B. Dividend declarations have been frequent and incremental. Today’s small monthly dividend increase continues this pattern of steady distributions backed by ongoing portfolio and financing activity.
Market Pulse Summary
This announcement highlighted a small uptick in Realty Income’s monthly dividend, from $0.2695 to $0.2700 per share, lifting the annualized rate to $3.240. It also underscored the company’s 133 dividend increases since 1994 and 666 consecutive monthly payouts. In context of recent term loan and investment activity, investors may watch future dividend declarations, capital-raising steps, and portfolio growth metrics for signs that this pattern of gradual increases continues.
Key Terms
monthly cash dividend financial
S&P 500 Dividend Aristocrats® index financial
forward-looking statements regulatory
AI-generated analysis. Not financial advice.
"Realty Income's consistent performance and diversified portfolio enable us to continue delivering monthly dividends that grow over time," said Sumit Roy, Realty Income's President and Chief Executive Officer. "I'm proud to announce that today's declaration marks our 133rd dividend increase since listing on the NYSE in 1994."
About Realty Income
Realty Income (NYSE: O), an S&P 500 company, is real estate partner to the world's leading companies®. Founded in 1969, we serve our clients as a full-service real estate capital provider. As of September 30, 2025, we have a portfolio of over 15,500 properties in all 50 U.S. states, the
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. When used in this press release, the words "estimated," "anticipated," "expect," "believe," "intend," "continue," "should," "may," "likely," "plans," and similar expressions are intended to identify forward-looking statements. Forward-looking statements include discussions of our business and portfolio including management thereof, and the intentions of management and dividends, including the amount, timing and payment of dividends related thereto. Forward-looking statements are subject to risks, uncertainties, and assumptions about us, which may cause our actual future results to differ materially from expected results. Some of the factors that could cause actual results to differ materially are, among others, our continued qualification as a real estate investment trust; general domestic and foreign business, economic, or financial conditions; competition; fluctuating interest and currency rates; inflation and its impact on our clients and us; access to debt and equity capital markets and other sources of funding (including the terms and partners of such funding); volatility and uncertainty in the credit and financial markets; other risks inherent in the real estate business including our clients' solvency, client defaults under leases, increased client bankruptcies, potential liability relating to environmental matters, illiquidity of real estate investments (including rights of first refusal or rights of first offer), and potential damages from natural disasters; impairments in the value of our real estate assets; volatility and changes in domestic and foreign laws and the application, enforcement or interpretation thereof (including with respect to tax laws and rates); property ownership through co-investment ventures, funds, joint ventures, partnerships and other arrangements which, among other things, may transfer or limit our control of the underlying investments; epidemics or pandemics; the loss of key personnel; the outcome of any legal proceedings to which we are a party or which may occur in the future; acts of terrorism and war; the anticipated benefits from mergers, acquisitions, co-investment ventures, funds, joint ventures, partnerships, and other arrangements; and those additional risks and factors discussed in our reports filed with the U.S. Securities and Exchange Commission. Readers are cautioned not to place undue reliance on forward-looking statements. Forward-looking statements are not guarantees of future plans and performance and speak only as of the date of this press release. Past operating results and performance are provided for informational purposes and are not a guarantee of future results. There can be no assurance that historical trends will continue. Actual plans and operating results may differ materially from what is expressed or forecasted in this press release and forecasts made in the forward-looking statements discussed in this press release may not materialize. We do not undertake any obligation to update forward-looking statements or publicly release the results of any forward-looking statements that may be made to reflect events or circumstances after the date these statements were made.
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SOURCE Realty Income Corporation
FAQ
What dividend amount did Realty Income (O) declare on December 9, 2025?
When is the Realty Income (O) dividend payable and what is the record date?
What is Realty Income's new annualized dividend per share after the December 2025 declaration?
How many consecutive dividend increases has Realty Income (O) reported as of December 9, 2025?
How long has Realty Income (O) maintained monthly dividends?
How large is Realty Income's property portfolio as of September 30, 2025?
