Realty Income (O) — Research Summary as of August 11, 2026

Recent Catalysts (Last ~1–3 Months)

The most significant near-term catalyst was Realty Income's Q2 2026 earnings release on August 5, 2026 [6]. The company reported strong fundamentals, including raised 2026 investment volume guidance to $9.50 billion and 7% year-over-year Q1 AFFO growth [1]. In the most recent quarter, Realty Income posted 3.8% Y/Y growth in AFFO per share to $1.09, supported by $2.6 billion in new investments at a 7.3% cash yield [7]. The portfolio maintained high occupancy at 98.8% [7].