O
Realty IncomeNYSEReal EstateReit - RetailSnapshot 2026-05-08
As of May 8, 2026, the analyst scoring for O indicates a "mixed" signal with a composite score of 9.2. The valuation score has risen significantly by 30.9 points to 66.5, leading to a change in the valuation label from "full" to "fair." Additionally, the composite insight score increased by 11.2 points, now at 9.2. The overall confidence level is medium at 75.3. This information is provisional.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)0.14
- Bonus0.00
Why this rank
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
Why this rank
Joint read: strong + robust historically delivered 80%+ NI-grew rate over T+1y in IT 2024–26 (small N).
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $0.42 → $0.43 (+3.2% / 30d). 0 raised, 1 cut, 2 covering analysts.
0 upgrades, 0 downgrades / 30d, 2 maintained. 29% of analysts rate Buy.
2 PT revisions / 30d. Avg target 5.0% above current price.
0 positive, 1 negative / 30d. See F4 management tile for the event list.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
No recent events recorded.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Increase investment volume to $8.0 billion in 2026growthmixed59% progress
2/24: “CEO: 'Our active pipeline for 2026 is reflected in our initial investment volume guidance of approximately $8.0 billion.'”
Why this status
Newly stated in 2025-Q4. Realty Income has set a target to increase its investment volume from $6.3 billion in 2025 to approximately $8.0 billion in 2026. This represents a significant growth initiative, but as it is newly stated, progress will need to be tracked in future quarters.
- 2.Maintain high portfolio occupancygrowthbehind0% progress
2/24: “Portfolio occupancy was 98.9% as of December 31, 2025, compared to 98.7% as of September 30, 2025.”
Why this status
Newly stated in 2025-Q4. Realty Income's portfolio occupancy increased slightly from 98.7% in 2025-Q3 to 98.9% in 2025-Q4. The company aims to maintain this high occupancy rate, indicating stable property management and tenant retention.
- 3.Expand global addressable marketgrowthbehind0% progress
2/24: “CEO: 'Our growth outlook is supported by an ever-expanding global addressable market.'”
Why this status
Newly stated in 2025-Q4. Realty Income is focusing on expanding its global addressable market, supported by partnerships and private capital. This strategic priority is in its early stages, and future disclosures will need to confirm progress and impact.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 17%; 252d 16%.
Drawdown — Max 1y −11%. Bad day move −2%.
Beta to sector ETF (XLRE) — 0.76 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 73/100, drawdown 78/100, beta 76/100, earnings vol —.
via XLRE
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- score change · valuation_scoreseverity 62
Valuation rose by 30.9 points (from 35.6 to 66.5).
- score change · composite_insight_scoreseverity 22
Composite insight rose by 11.2 points (from -2.0 to 9.2).
- label change · valuation_labelseverity 20
Valuation label changed from 'full' to 'fair'.
As of 2026-05-08, the valuation score for O rose by 30.9 points, changing from 35.6 to 66.5. The composite insight score also increased by 11.2 points, moving from -2.0 to 9.2. Additionally, the valuation label changed from 'full' to 'fair'. The overall signal is now labeled as "mixed".
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Increase investment volume to $8.0 billion in 2026
GrowthRealty Income aims to increase its investment volume to approximately $8.0 billion in 2026, up from $6.3 billion in 2025.
MixedNewly stated in 2025-Q4. Realty Income has set a target to increase its investment volume from $6.3 billion in 2025 to approximately $8.0 billion in 2026. This represents a significant growth initiative, but as it is newly stated, progress will need to be tracked in future quarters.
59%CEO/CFO:“CEO: 'Our active pipeline for 2026 is reflected in our initial investment volume guidance of approximately $8.0 billion.'”Press releaseSource dated 2026-02-24Stated 1 of last 8 quartersFirst seen 2026-02-24Show history (1)
- 2025-Q4Press release
“CEO: 'Our active pipeline for 2026 is reflected in our initial investment volume guidance of approximately $8.0 billion.'”
- #2
Maintain high portfolio occupancy
GrowthRealty Income aims to maintain a high portfolio occupancy rate, which was 98.9% as of December 31, 2025.
BehindNewly stated in 2025-Q4. Realty Income's portfolio occupancy increased slightly from 98.7% in 2025-Q3 to 98.9% in 2025-Q4. The company aims to maintain this high occupancy rate, indicating stable property management and tenant retention.
Portfolio occupancy was 98.9% as of December 31, 20250%CEO/CFO:“Portfolio occupancy was 98.9% as of December 31, 2025, compared to 98.7% as of September 30, 2025.”Press releaseSource dated 2026-02-24Stated 1 of last 8 quartersFirst seen 2026-02-24Show history (1)
- 2025-Q4Press release
“Portfolio occupancy was 98.9% as of December 31, 2025.”
- #3
Expand global addressable market
GrowthRealty Income plans to expand its global addressable market, leveraging partnerships and private capital.
BehindNewly stated in 2025-Q4. Realty Income is focusing on expanding its global addressable market, supported by partnerships and private capital. This strategic priority is in its early stages, and future disclosures will need to confirm progress and impact.
0%CEO/CFO:“CEO: 'Our growth outlook is supported by an ever-expanding global addressable market.'”Press releaseSource dated 2026-02-24Stated 1 of last 8 quartersFirst seen 2026-02-24Show history (1)
- 2025-Q4Press release
“CEO: 'Our growth outlook is supported by an ever-expanding global addressable market.'”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Roughly priced in line with peers.
Cheaper than its own typical valuation.
P/E over the last 5 years
71 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
O Realty Income | +9.2 | fair | low |
WELL Welltower | +7.9 | expensive | low |
PLD Prologis | +10 | full | low |
EQIX Equinix | +22 | fair | moderate |
AMT American Tower | +18 | fair | moderate |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If real_estate sector trend rises from +0.00 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is cut (currently RAISED as of 2025-12-02)-16 pts
- If rates state reverses from -0.37 (negative) to +0.37 (positive)-8.0 pts
- If real_estate sector trend falls from +0.00 into 'weakening' (<= -0.20)-5.0 pts
- If next-quarter EPS surprise repeats current direction (latest surprise -10.5% on 2026-03-31)-2.4 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-05-063d agoItem 2.02
Results of Operations and Financial Condition. On May 6, 2026, Realty Income Corporation (the “Company”) issued a press release setting forth its results of operations for the three months ended March 31, 2026. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. This information, including the information contained in the press release, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended…
earnings preannouncementnegativescore 74
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.