AI brief of an SEC Form 8-K · Realty Income (O)

Realty Income raises 2026 AFFO per share guidance to $4.44-$4.45 after Q2 gains

Positive Impact 4 of 5 guidance Written later

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.

Key points

  • 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.

The filing

CompanyRealty Income (O)
Form8-K, current report
Filed with the SECAug 5, 2026, 4:07 PM ET
Accession number0000726728-26-000044

Items reported: 2.02 Results of Operations7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:42 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on August 05, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.