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Realty Income Corporation reported updated liquidity and financing actions. As of March 26, 2026, the company had $4.5 billion of liquidity, made up of approximately $0.8 billion in cash and cash equivalents, $1.2 billion of unsettled ATM forward equity, and $2.5 billion of availability under its $5.38 billion credit facilities after borrowings and commercial paper.
The company expects to close a $1.0 billion strategic partnership with Apollo-managed funds on March 31, 2026, for a 49% interest in a joint venture holding about 500 single-tenant retail properties under long-term net leases. Realty Income also closed a $694 million U.S. dollar-denominated, unsecured term loan due January 2036 with a Goldman Sachs affiliate and entered into a cross-currency swap, exchanging $500 million of proceeds for approximately €431 million over the loan term.
Realty Income Corp: The Vanguard Group filed Amendment No. 19 to its Schedule 13G/A reporting 0 shares beneficially owned and 0% of Realty Income Corp common stock. The filing explains an internal realignment on 01/12/2026 that disaggregated certain subsidiaries' holdings from The Vanguard Group.
The statement is signed by Ashley Grim, Head of Global Fund Administration, dated 03/27/2026, and confirms that no single other person holds more than 5% of the class among the reported accounts.
Realty Income Corporation is soliciting proxies for its 2026 virtual annual stockholder meeting, where investors will vote on electing eleven directors, ratifying KPMG as auditor for 2026, and approving executive pay on an advisory basis.
The company highlights a strong 2025, with a 2.9% increase in dividends per share, net income per share of $1.17, and record AFFO per share of $4.28, marking 15 consecutive years of AFFO per share growth. Total investment volume reached $6.3 billion at a 7.3% initial weighted average cash yield, with about 60% of activity in the U.K. and Europe.
Realty Income reports an occupancy rate of 98.9%, total available liquidity of $4.1 billion, and a fixed charge coverage ratio of 4.7x. Total shareholder return of 12.2% from dividends and price performance outpaced the FTSE Nareit Equity REITs Index at 2.3% as of December 31, 2025. Governance features include a fully independent board apart from the CEO, an independent chair, proxy access, annual say‑on‑pay, and board refreshment with four directors added since 2021.
Realty Income Corp reported that officer Michelle Bushore acquired 7,698 shares of common stock on February 26, 2026 as a grant under an incentive plan, with no cash paid for the shares.
The granted shares will vest 100% on September 2, 2026. After this award, Bushore's direct ownership stands at 75,041 shares of Realty Income common stock.
Realty Income Corporation reported that its Executive Vice President, Chief Legal Officer, General Counsel and Secretary, Michelle Bushore, will leave the company after a transition period ending September 2, 2026. She will remain in her current role while the company searches for a new Chief Legal Officer.
Her separation will be treated as a “Qualifying Termination” under the executive severance plan, and she will receive severance benefits subject to a general release of claims. She also entered into a Transition Agreement that provides a retention equity grant equal to $512,663 in restricted shares, based on the February 26, 2026 closing stock price, which will fully vest if she serves through the transition period.
A press release highlights her role in negotiating major M&A transactions and shaping governance and compliance, and includes leadership’s appreciation for her tenure. The company notes that statements about the timing of the transition are forward-looking and subject to customary risks.
Realty Income Corporation files its annual report describing a large, diversified net‑lease real estate platform. As of December 31, 2025, it owned 15,511 properties across all 50 U.S. states, the U.K. and eight other European countries, generating total portfolio annualized base rent of $5,310,527 (dollars in thousands).
Retail assets dominate with 14,864 properties and 79.1% of annualized base rent, while industrial, gaming and other property types provide additional diversification. The portfolio is 99% leased, with lease expirations staggered through 2143. International assets, mainly in the U.K. and Europe, represent about 19% of annualized base rent.
The tenant base is broad: the top 20 clients, including 7‑Eleven, Dollar General and Walgreens, account for 35.8% of annualized base rent, and 32.2% comes from investment‑grade clients and affiliates. The company emphasizes data‑driven underwriting, predictive analytics, real estate credit investments, disciplined capital allocation and a long record of growing monthly dividends supported by a conservative balance sheet.
Realty Income Corporation reported solid growth for the three months and year ended December 31, 2025, driven by higher rents, investment activity, and very high occupancy.
For Q4 2025, total revenue was $1,487.9 million, up from $1,340.3 million in Q4 2024. Net income available to common stockholders rose to $296.1 million, or $0.32 per share, versus $199.6 million, or $0.23 per share, a year earlier. AFFO was $996.7 million, or $1.08 per share, compared with $921.9 million and $1.05 per share in Q4 2024.
For full-year 2025, revenue reached $5,749.4 million, up from $5,271.1 million. Net income available to common stockholders was $1,058.6 million, or $1.17 per share, compared with $847.9 million, or $0.98, in 2024. AFFO totaled $3,885.9 million, or $4.28 per share, up from $3,621.4 million, or $4.19 per share.
The portfolio remained strong, with 98.9% occupancy as of December 31, 2025, 15,511 properties, and same store rental revenue growth of 1.3%. Realty Income invested $6.3 billion at an initial weighted average cash yield of 7.3% and raised $2.4 billion of equity via its ATM program. The company also issued $862.5 million of 3.500% convertible senior notes due 2029 and expanded its U.S. Private Fund Business to about $1.5 billion of commitments.
For 2026, management guides to net income per share of $1.65–$1.69 and AFFO per share of $4.38–$4.42, implying modest per-share growth. The company expects about $8.0 billion of investment volume, same store rent growth of 1.0–1.3%, occupancy around 98.5%, and maintains a growing dividend, which was $3.240 per share annualized at year-end 2025.
REALTY INCOME CORP Executive Vice President and Chief Operating Officer Gregory J. Whyte reported stock-based compensation and related tax withholding transactions. On February 17, 2026, he acquired 22,652 performance shares after the company met performance criteria, with half vesting immediately and the remainder vesting through January 1, 2027. He also acquired 6,978 additional shares granted under an incentive plan that vest ratably over four years, with no cash consideration paid. In a separate transaction, 6,114 shares of common stock were automatically withheld at $66.49 per share to satisfy tax obligations upon the issuance of 11,326 shares.
REALTY INCOME CORP President and CEO Sumit Roy reported equity-based compensation and related tax withholding transactions in company stock. On February 17, 2026, he acquired 103,792 performance shares that were awarded after the company met specified performance criteria, with half vesting immediately and half subject to time vesting through January 1, 2027.
On the same date, 33,847 restricted stock units were granted at no cost under an incentive plan, vesting ratably over four years. Also on February 17, 28,002 shares were automatically withheld at a reference price of $66.49 per share to cover tax obligations upon the issuance of 51,896 shares, leaving Roy with 424,300 shares of common stock held directly after these transactions.