secwatch.observer — SEC 8-K summary
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Issuer:     REALTY INCOME CORP (O)
CIK:        0000726728
Form:       8-K
Filed at:   2026-02-24T23:59:59+00:00
Accession:  0000726728-26-000009
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/726728/000072672826000009/0000726728-26-000009-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/726728/000072672826000009/o-20260224.htm
  HTML page:      https://secwatch.observer/filing/0000726728-26-000009

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer