---
schema_version: "secwatch.filing_event.v1"
accession: "0000726728-26-000009"
form_type: "8-K"
ticker: "O"
cik: "0000726728"
company_name: "REALTY INCOME CORP"
filed_at: "2026-02-24T23:59:59+00:00"
generated_at: "2026-05-16T00:57:59.573728+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Realty Income Q4 net income $296.1M ($0.32/sh); 2026 AFFO guidance $4.38-$4.42

## Summary
- Q4 net income $296.1M ($0.32/sh); FY net income $1.1B ($1.17/sh).
- Q4 AFFO $1.08/sh; FY AFFO $4.28/sh vs $4.19 in 2024.
- Q4 investments $2.4B (pro-rata $2.3B at 7.1% yield); FY $6.3B (pro-rata $6.2B at 7.3% yield).
- Jan 2026: $862.5M 3.5% convertible notes due 2029; GIC JV >$1.5B; Mexico expansion $200M.
- 2026 AFFO guidance $4.38-$4.42 (~2.8% growth); investment guidance ~$8B.

## SEC filing metadata
- accession: 0000726728-26-000009
- form_type: 8-K
- ticker: O
- cik: 0000726728
- company_name: REALTY INCOME CORP
- filed_at: 2026-02-24T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/726728/000072672826000009/0000726728-26-000009-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/726728/000072672826000009/o-20260224.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000726728-26-000009
- JSON: https://secwatch.observer/filing/0000726728-26-000009.json
- Plain text: https://secwatch.observer/filing/0000726728-26-000009.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.