Recent 8-K filings for O

• May 22, 2026, 4:08 PM ET other materiality 0.10 neutral item 5.07

  Realty Income annual meeting elects all 11 directors, ratifies KPMG, approves say-on-pay

  All 11 director nominees elected; highest against vote was 46.3M for Priya Cherian Huskins (~7.1% of votes cast).

• May 8, 2026, 7:59 PM ET other material materiality 0.70 neutral item 8.01item 9.01

  Realty Income enters new ATM equity program for up to 150M shares

  New sales agreement dated May 7, 2026, covers up to 150 million shares of common stock.

• May 6, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Realty Income Q1 AFFO $1.13 (+6.6% YoY); revenue $1.55B; raises 2026 guidance

  Net income available to common stockholders $311.8M ($0.33/diluted share); revenue $1.55B vs $1.38B YoY.

• April 7, 2026, 7:59 PM ET debt materiality 0.50 neutral item 8.01item 9.01

  Realty Income closes $800M offering of 4.750% Notes due 2033

  Closed $800M aggregate principal amount of 4.750% Notes due 2033 on April 7, 2026.

• March 31, 2026, 7:59 PM ET debt materiality 0.55 neutral item 8.01item 9.01

  Realty Income to issue $800M of 4.750% Notes due 2033

  $800M aggregate principal of 4.750% Notes due 2033; closing expected April 7, 2026.

• March 30, 2026, 7:59 PM ET other material materiality 0.65 neutral item 8.01

  Realty Income reports $4.5B liquidity; Apollo JV to close March 31, $694M term loan

  Liquidity of $4.5B as of March 26: $0.8B cash, $1.2B unsettled ATM equity, $2.5B credit facility availability.

• March 2, 2026, 6:59 PM ET leadership materiality 0.40 neutral item 5.02item 7.01item 9.01

  Realty Income CLO Michelle Bushore to leave by Sept 2, 2026

  Michelle Bushore, EVP & Chief Legal Officer, will leave; she will serve through Sept 2, 2026 while the company searches for a successor.

• February 24, 2026, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

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

  Q4 net income $296.1M ($0.32/sh); FY net income $1.1B ($1.17/sh).

• January 8, 2026, 6:59 PM ET debt materiality 0.60 neutral item 2.03item 3.02item 7.01item 9.01 ◈ Debt Financings

  Realty Income closes $862.5M 3.5% convertible note offering due 2029; repurchases $101.9M in stock

  Issued $862.5M aggregate principal of 3.5% convertible senior notes maturing Jan 15, 2029; initial conversion price $69.42/share.

• January 6, 2026, 6:59 PM ET debt materiality 0.60 neutral item 8.01item 9.01

  Realty Income prices $750M 3.500% convertible senior notes due 2029

  Priced $750M aggregate principal of 3.500% convertible notes due Jan 15, 2029; initial purchasers option for additional $112.5M.

• January 5, 2026, 6:59 PM ET debt materiality 0.75 neutral item 8.01item 9.01

  Realty Income announces $750M convertible notes offering, Q4 investments of $2.4B at 7% yield

  Offers $750M (plus $112.5M option) convertible senior notes due 2029 in private placement.

• December 29, 2025, 6:59 PM ET other material materiality 0.70 positive item 7.01

  Realty Income closes additional $816.3M for its U.S. Open-End Core Plus Fund, total $1.5B

  Additional commitments of $816.3 million closed on December 29, 2025, increasing total third-party commitments to approximately $1.5 billion.

• December 2, 2025, 6:59 PM ET M&A materiality 0.80 positive item 7.01item 9.01

  Realty Income to invest $800M in CityCenter Vegas; raises FY25 volume guidance to >$6B

  $800M perpetual preferred equity stake in CityCenter (ARIA & Vdara) from Blackstone; closing Dec 9, 2025.

• November 18, 2025, 6:59 PM ET debt materiality 0.50 positive item 1.01item 2.03item 7.01item 9.01 ◈ Debt Financings

  Realty Income closes £900M Sterling term loan at SONIA+80bps, fixes rate at 4.3%

  Closed £900 million Sterling-denominated unsecured term loan maturing Jan 2028, with one 12-month extension option.

• November 7, 2025, 6:59 PM ET other material materiality 0.75 neutral item 8.01item 9.01

  Realty Income enters new ATM program to sell up to 150M shares of common stock

  New ATM program authorizes up to 150M shares; replaces prior 120M-share program.

• November 3, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  Realty Income Q3 AFFO $1.08/share, up 2.9% YoY; raises 2025 AFFO guidance to $4.25-$4.27

  Net income available to common stockholders $315.8M ($0.35/share); AFFO $1.08/share vs $1.05 YoY.

• October 14, 2025, 7:59 PM ET leadership materiality 0.40 neutral item 5.02item 7.01item 9.01

  Realty Income appoints Kim Hourihan to Board of Directors effective Oct 14, 2025

  Kim Hourihan appointed as independent director; Board expands to 11 members.

• October 6, 2025, 7:59 PM ET debt materiality 0.50 neutral item 8.01item 9.01

  Realty Income closes $800M debt offering: $400M 3.950% Notes due 2029, $400M 4.500% Notes due 2033

  Closed $400M of 3.950% Notes due 2029 and $400M of 4.500% Notes due 2033 on October 6, 2025.

• September 29, 2025, 7:59 PM ET other material materiality 0.60 neutral item 7.01

  Realty Income closes $716M in commitments for new Core Plus Fund; seed portfolio ~$1.4B

  Initial closing of $716M for newly launched perpetual life U.S. Open-End Core Plus Fund.

• September 26, 2025, 7:59 PM ET debt materiality 0.55 neutral item 8.01item 9.01

  Realty Income Prices $800M Debt Offering of 3.950% Notes due 2029 and 4.500% Notes due 2033

  $400M of 3.950% Notes due 2029 and $400M of 4.500% Notes due 2033 offered.

• September 25, 2025, 7:59 PM ET other material materiality 0.30 neutral item 8.01

  Realty Income reports $3.6B liquidity as of Sep 23, 2025

  Total liquidity $3.6B: cash/cash equivalents $579M, unsettled ATM forward equity $1.1B, $1.9B revolver availability.

• August 15, 2025, 7:59 PM ET other materiality 0.00 neutral item 8.01item 9.01

  Realty Income updates U.S. federal income tax considerations in its prospectus

  Filing updates and replaces the 'United States Federal Income Tax Considerations' section from the February 16, 2024 prospectus.

• August 6, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  Realty Income Q2 AFFO $1.05/sh; raises 2025 investment guide to ~$5B

  Net income $196.9M ($0.22/sh); revenue $1.41B; AFFO $1.05/sh vs $1.06 prior year.

• June 23, 2025, 7:59 PM ET debt materiality 0.15 neutral item 1.01item 9.01

  Realty Income amends $800M term loans to conform to April 2025 credit agreement

  First Amendment to Wells Fargo $800M term loan agreement (Tranche A $300M due Aug 2025, Tranche B $500M due Aug 2027).

• June 20, 2025, 7:59 PM ET debt materiality 0.65 neutral item 8.01item 9.01

  Realty Income closes €1.3B dual-tranche note offering (3.375% due 2031, 3.875% due 2035)

  €650M of 3.375% Notes due 2031 and €650M of 3.875% Notes due 2035 issued on June 20, 2025.

• June 12, 2025, 7:59 PM ET debt materiality 0.60 neutral item 8.01item 9.01

  Realty Income issues €1.3B in notes: 3.375% due 2031 and 3.875% due 2035

  €650M of 3.375% Notes due 2031 and €650M of 3.875% Notes due 2035 issued.

• June 11, 2025, 7:59 PM ET other materiality 0.55 neutral item 8.01

  Realty Income reports $4.6B liquidity as of June 6, 2025

  Cash and equivalents $687.4M; unsettled ATM equity $748.1M.

• May 15, 2025, 7:59 PM ET other material materiality 0.35 neutral item 5.02item 5.07item 9.01

  Realty Income stockholders approve amendment to director equity grant formula

  Stockholders approved amendment to 2021 Incentive Award Plan changing non-employee director annual/initial grants from 4,000 shares to $200,000 divided by closing price.

• May 5, 2025, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 7.01item 9.01

  Realty Income Q1 2025: AFFO per share $1.06 (+2.9% YoY); invested $1.4B at 7.5% yield

  Revenue $1.38B vs $1.26B YoY; net income $249.8M ($0.28 diluted EPS).

• April 29, 2025, 7:59 PM ET debt materiality 0.55 neutral item 1.01item 9.01

  Realty Income enters $4B unsecured multicurrency credit facilities and new fund credit facility of up to $1.38B

  Fourth A&R Credit Agreement provides $4.0B in unsecured multicurrency revolving credit: $2.0B two-year and $2.0B four-year tranches, each with two six-month extensions.

• April 10, 2025, 7:59 PM ET debt materiality 0.55 neutral item 8.01item 9.01

  Realty Income closes $600M 5.125% Notes due 2035 offering

  $600M aggregate principal amount of 5.125% Notes due 2035 closed April 10, 2025.

• April 2, 2025, 7:59 PM ET debt materiality 0.55 neutral item 8.01item 9.01

  Realty Income to issue $600M of 5.125% Notes due 2035

  Issued $600M aggregate principal amount of 5.125% Notes due 2035.

• April 1, 2025, 7:59 PM ET other material materiality 0.65 neutral item 8.01

  Realty Income reports $3.2B liquidity, plans revolver recast to $5.35B capacity

  As of March 27, 2025, liquidity totals $3.2B: $359.2M cash, $694.4M unsettled ATM equity, $2.1B revolver availability net of borrowings.

• February 24, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 7.01item 9.01

  Realty Income Q4 AFFO $1.05 (+4% YoY); FY AFFO $4.19; announces $2B buyback

  Q4 AFFO $1.05/share (+4.0% YoY); FY2024 AFFO $4.19/share (+4.8% YoY). Net income $199.6M ($0.23/diluted share).

• November 26, 2024, 6:59 PM ET other material materiality 0.10 neutral item 9.01

  Realty Income adopts deferred compensation plan effective Dec 1, 2024

  Plan allows eligible executives and non-employee directors to defer up to 75% of base salary and 100% of bonus, equity awards.

• November 4, 2024, 6:59 PM ET earnings materiality 0.80 positive item 2.02item 7.01item 9.01

  Realty Income Q3 AFFO $1.05/sh, revenue $1.33B; raises 2024 guidance

  Net income $261.8M ($0.30/sh) vs $233.5M ($0.33/sh) YoY; AFFO $915.6M ($1.05/sh) vs $721.4M ($1.02/sh).

• September 4, 2024, 7:59 PM ET debt materiality 0.65 neutral item 8.01item 9.01

  Realty Income closes £700M dual-tranche note offering (5.000% due 2029, 5.250% due 2041)

  £350M of 5.000% Notes due 2029 and £350M of 5.250% Notes due 2041 issued.

• August 28, 2024, 7:59 PM ET other material materiality 0.30 neutral item 8.01item 9.01

  Realty Income to redeem all 6.9M shares of 6% Series A Preferred on Sept 30 at $25.375

  Realty Income will redeem all 6.9M shares of 6.000% Series A Cumulative Redeemable Preferred Stock (O PR) on Sept 30, 2024.

• August 28, 2024, 7:59 PM ET other material materiality 0.35 neutral item 8.01item 9.01

  Realty Income to redeem all 6.9M Series A Preferred shares on Sep 30 at $25/share

  Redemption of all 6,900,000 outstanding Series A Preferred shares on September 30, 2024.

• August 28, 2024, 7:59 PM ET debt materiality 0.50 neutral item 8.01item 9.01

  Realty Income prices £700M dual-tranche GBP-denominated notes offering

  Enters purchase agreement to issue £350M 5.000% Notes due 2029 and £350M 5.250% Notes due 2041.

• August 26, 2024, 7:59 PM ET debt materiality 0.50 neutral item 8.01item 9.01

  Realty Income closes $500M offering of 5.375% Notes due 2054

  Issued $500,000,000 aggregate principal of 5.375% Notes due 2054 on August 26, 2024.

• August 20, 2024, 7:59 PM ET debt materiality 0.50 neutral item 8.01item 9.01

  Realty Income prices $500M of 5.375% Notes due 2054

  Issued $500M aggregate principal of 5.375% Notes due 2054.

• August 5, 2024, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 7.01item 9.01

  Realty Income Q2 AFFO per share rises 6.0% to $1.06; revenue up 31%

  Net income available to common stockholders $256.8M ($0.29 diluted); revenue $1,339.4M, up 31% YoY.

• June 4, 2024, 7:59 PM ET earnings materiality 0.75 positive item 7.01item 9.01

  Realty Income raises 2024 AFFO guidance to $4.15-$4.21; investment volume target increased to $3B

  AFFO per share guidance raised to $4.15-$4.21 (midpoint $4.18) from $4.13-$4.21 (midpoint $4.17).

• June 3, 2024, 7:59 PM ET other materiality 0.05 neutral item 5.07

  Realty Income stockholders elect 11 directors, ratify KPMG, approve say-on-pay at annual meeting

  All 11 director nominees elected; highest vote against was Priya Cherian Huskins with 82.7M against out of 619.9M votes cast.

• May 30, 2024, 7:59 PM ET leadership materiality 0.50 neutral item 5.02 ◈ executive_change ×2

  Realty Income appoints Neale Redington as Chief Accounting Officer effective June 27, 2024

  Neale Redington named SVP and CAO, succeeding Sean Nugent as principal accounting officer.

• May 6, 2024, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Realty Income Q1 AFFO $1.03/share, revenue up 33% YoY; Spirit merger closed Jan 23

  Net income $129.7M ($0.16 diluted EPS) vs $225M ($0.34) YoY; includes $94.1M merger costs and $89.5M impairment.

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.80 · Median 0.55 · Most common event debt

12 positive 0 negative 35 neutral

source · O on sec.gov