Nov 6, 4:06 PM ET
Realty Income's Compensation and Talent Committee adopted the 2026 Promote Award Plan on November 3, 2026. The plan lets employees, including named executive officers, earn bonuses tied to incentive allocations from certain investment funds and joint ventures the company manages, with bonus pools capped at 40% of each allocation. The filing gives no dollar amounts for awards, so shareholder cost cannot be sized from this document.
- Plan adopted November 3, 2026 by the Compensation and Talent Committee
- Bonus pools may not exceed 40% of the incentive allocation for each measurement period
- Executive bonuses paid in stock-based awards; 50% vests at grant and 50% after one year, unless the Committee decides otherwise
- Filing includes the plan and form of RSU award agreement as Exhibits 10.1 and 10.2
Read the filing on SEC.gov ↗
Nov 2, 4:07 PM ET
Realty Income reported third-quarter 2026 net income available to common stockholders of $403.9 million, or $0.43 per share, alongside an increase in Adjusted Funds from Operations to $1.12 per share. Driven by strong operating performance and robust investment activity, the company raised its full-year 2026 AFFO per share guidance to $4.45 to $4.46.
- Net income available to common stockholders reached $403.9 million, or $0.43 per share, for the third quarter ended September 30, 2026.
- Adjusted Funds from Operations rose 3.7% to $1.12 per share compared to the third quarter of 2025.
- The company invested $2.6 billion during the quarter at an initial weighted average cash yield of 6.8%.
- Full-year 2026 AFFO per share guidance was raised to a range of $4.45 to $4.46.
Read the filing on SEC.gov ↗
Aug 5, 4:07 PM ET
Realty Income reported higher second-quarter 2026 results, with net income available to common stockholders of $344.0 million, or $0.37 per share, up from $196.9 million, or $0.22 per share, a year earlier. The company raised its 2026 AFFO per share guidance to $4.44-$4.45 from $4.41-$4.44, while narrowing its net income per share guidance to $1.59-$1.60 from $1.60-$1.63.
- Q2 2026 total revenue was $1,547.7 million, up from $1,410.4 million a year earlier.
- AFFO per share rose 3.8% to $1.09 for the three months ended June 30, 2026, compared with $1.05 a year earlier.
- 2026 AFFO per share guidance was raised to $4.44-$4.45; net income per share guidance was lowered to $1.59-$1.60 from $1.60-$1.63.
- Monthly dividends paid per share rose 0.7% to $0.812 in the quarter, the 115th consecutive quarterly dividend increase.
Read the filing on SEC.gov ↗
Jul 13, 4:10 PM ET
On July 10, 2026, Realty Income entered a Fifth Amended and Restated Credit Agreement that raises its unsecured multicurrency revolving credit capacity to $5.5 billion from $4.0 billion, and adds UK and Netherlands subsidiaries as joint borrowers. The company also doubled the maximum outstanding amounts under its U.S. and euro commercial paper programs to $2.75 billion each from $1.50 billion each. The filing says the larger capacity and lower borrowing costs add financial flexibility for shareholders, though the company will carry more borrowing capacity.
- Revolving credit capacity rises to $5.5 billion from $4.0 billion, with an accordion feature that can increase it to $6.5 billion subject to lender commitments.
- Two $2.75 billion tranches initially mature on April 29, 2029 and July 10, 2030, each with two six-month extension options.
- Maximum outstanding commercial paper is $2.75 billion under each of the U.S. and euro programs, up from $1.50 billion each.
- The press release cites all-in drawn pricing of 80 basis points over SOFR, a reduction of 5.0 basis points from the prior facilities.
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.