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Realty Income Q4 2025 Earnings & Dividend News

 Realty Income Announces Q4 and Year-End 2025 Earnings Release Date: What Investors Need to Know

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Key Takeaways

  • Realty Income has scheduled its fourth quarter and year-end 2025 earnings release for after market close on 24 February 2026, with a conference call at 2:00 p.m. PST.
  • The company, known as "The Monthly Dividend Company®", recently declared its 667th consecutive monthly dividend, highlighting its reliable income track record.
  • With over 15,500 properties across the US, UK, and Europe, Realty Income continues to expand internationally. After reaching its $5.5 billion investment target in 2025, eyes are now on the 2026 guidance.
  • Investors can expect updates on AFFO (Adjusted Funds From Operations), revenue, and forward guidance during the upcoming release.
  • The announcement comes amid stable real estate trends, with lower interest rates potentially supporting REIT performance.

Introduction

Imagine a company that pays you a dividend every single month, without fail, for over five decades. That is the promise Realty Income Corporation (NYSE: O) has delivered to its shareholders. As one of the most dependable names in real estate investing, Realty Income has built a reputation as a steady performer in an often unpredictable market.

On 22 January 2026, the company made an important announcement: it will release its fourth quarter and full-year 2025 operating results shortly after the New York Stock Exchange closes on 24 February 2026. This news is significant for investors who rely on Realty Income for regular income, especially in times when many traditional investments face uncertainty.

Why does this matter? Realty Income is a Real Estate Investment Trust (REIT), a type of company that owns and leases properties, then distributes most of its profits as dividends to shareholders. Unlike many firms that pay quarterly, Realty Income sends cheques monthly – a feature that appeals to retirees, income seekers, and anyone wanting predictable cash flow.

The upcoming earnings release will give a clear picture of how the company performed in the final three months of 2025 and for the entire year. It will also likely include fresh guidance for 2026, such as expected AFFO per share and investment plans. With interest rates influenced by Federal Reserve policies and global economic recovery noted by organisations like the IMF, REITs like Realty Income often benefit from stable or falling borrowing costs. Research from the Federal Reserve suggests that lower rates can improve property values and tenant stability, which supports companies focused on long-term leases.

Realty Income’s story is one of consistency. Founded in 1969, it has never cut its dividend and has increased it regularly, earning a place in the S&P 500 Dividend Aristocrats index. Its portfolio includes retail shops, industrial units, and other commercial spaces leased to strong tenants on long-term contracts. This "net lease" model means tenants handle most expenses, leaving Realty Income with steady rental income.

As we await the 24 February release, many investors are keen to see if the company met expectations for revenue growth, AFFO, and portfolio expansion. Europe has been a key growth area, with investments in the UK and other countries helping to diversify beyond the US market. This move reduces risk from any single economy and taps into demand for high-quality commercial real estate.

In this article, we will explore Realty Income’s dividend history, financial metrics, portfolio details, and what to expect from the earnings call. Whether you are a long-time shareholder or considering adding NYSE: O to your portfolio, this preview will help you understand why the upcoming report could be a key moment for one of the market’s most reliable income sources.

What Is Realty Income Corporation?

Realty Income is a leading REIT listed on the NYSE under the ticker O. It specialises in single-tenant net lease properties, where one tenant occupies a building under a long-term agreement. These leases often last 10–20 years or more, providing stable cash flow.

The company owns over 15,500 properties (as of September 2025) spread across all 50 US states, the United Kingdom, and seven other European countries. This wide footprint helps spread risk and capture growth opportunities in different markets.

Valuing Single-Tenant Net Lease (NNN) Assets: An Investment Model

Dividend History: A Pillar of Reliability

Realty Income’s nickname, "The Monthly Dividend Company®", is well-earned. On 13 January 2026, it declared its 667th consecutive monthly dividend, with the latest payment set for February 2026 at $0.2700 per share (annualised $3.24).

Uninterrupted dividend growth has marked the company since its inception. Its 25-year streak of increases qualifies it as an S&P 500 Dividend Aristocrat and signals durable cash flows and long-term income strength.

Portfolio and International Expansion

Realty Income’s portfolio is diverse, covering retail, industrial, and gaming properties. Its net-lease structure shifts costs such as taxes, insurance, and maintenance to tenants, reducing the company’s operational risk.

Europe has been a major focus. Investments in the UK and other countries have grown the portfolio beyond the US, providing exposure to stable European markets. This diversification strategy has helped buffer against US-specific challenges, such as shifts in retail trends.

Upcoming Earnings Release Details

Q4 and full-year 2025 results are due February 24, 2026, following the market close. In the meantime, join management for a live webcast today at 2:00 p.m. PST (10:30 p.m. IST)for a discussion on strategic growth drivers and current market dynamics.

To join the call:

  • US: (833) 816-1264
  • International: (412) 317-5632 Ask for the Realty Income conference call.

A replay will be available until 3 March 2026 via phone (US: (855) 669-9658; International: (412) 317-0088; ID: 3554425). An archived replay of the webcast will be available on the company’s website shortly after the conclusion of the call.

What to Expect: Financial Metrics and Guidance

Investors will watch for:

  • AFFO per share – a key REIT measure of cash flow available for dividends.
  • Revenue and net income figures.
  • Portfolio occupancy and rent collection rates.
  • Updates on 2026 plans, including $5.5 billion in projected investment volume.

Guidance for 2026 AFFO and capital deployment will offer clues about growth prospects. Past reports have shown solid AFFO growth, supporting dividend increases.

2026 Outlook and Market Context

Realty Income has indicated expectations for $5.5 billion in investments in 2026, focusing on high-quality acquisitions. This aligns with broader REIT trends, where lower interest rates (per Federal Reserve observations) can ease financing and boost valuations.

The IMF has noted steady global growth in developed markets, supporting commercial real estate demand. Realty Income’s long-term leases provide protection against short-term volatility.

Mini Case Study: Europe Expansion

Realty Income’s move into Europe serves as a practical example of smart diversification. By entering the UK and other countries, the company reduced its reliance on the US retail sector during periods of change. This strategy has delivered stable returns and supported dividend growth, even as some US peers faced challenges.

FAQs

When are Realty Income's Q4 2025 earnings? After the NYSE closes on 24 February 2026.

What is AFFO? Adjusted Funds From Operations measures cash flow for dividends in REITs.

Is Realty Income safe for income in 2026? Its history suggests yes, but markets vary—consult an advisor.

How does Europe fit in? It diversifies risk and supports growth.

Conclusion

For over a quarter-century, Realty Income has balanced capital discipline with consistent cash flow, a feat punctuated by its 667th consecutive dividend declaration. As management prepares to publish Q4 and year-end 2025 results on February 24, the company’s status as a Dividend Aristocrat remains a testament to its enduring fundamentals. With more growth on the horizon for 2026, it stands as a premier vehicle for investors prioritizing dependable, compounding monthly income.

Mark your calendar for the release and call. Whether you invest for monthly income or long-term stability, Realty Income offers a compelling case. Visit the official investor page at realtyincome.com to stay updated, and consider consulting a financial advisor before making decisions.

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