Realty Income (O) reversed a multi-week rally following a Seeking Alpha downgrade ahead of earnings. The company is expected to announce Q4 2025 earnings on Tuesday, February 24th after market close, with analysts forecasting EPS of $1.08 and revenue of $1.3943 billion. Seeking Alpha downgraded the stock, citing that Realty Income trades at a forward AFFO multiple of 15.1x, still below its 10-year average, and assigned a Hold rating. Wall Street maintains a consensus Hold rating with an average price target of $63.21. The company recently announced its 668th consecutive monthly dividend of $0.27 per share, representing a 4.9% dividend yield. Realty Income has expanded its portfolio through a partnership with Singapore's sovereign wealth fund GIC, targeting U.S. logistics assets and other income-producing properties.
Read full analysisRealty Income (O) reversed a multi-week rally following a Seeking Alpha downgrade ahead of earnings. The company is expected to announce Q4 2025 earnings on Tuesday, February 24th after market close, with analysts forecasting EPS of $1.08 and revenue of $1.3943 billion. Seeking Alpha downgraded the stock, citing that Realty Income trades at a forward AFFO multiple of 15.1x, still below its 10-year average, and assigned a Hold rating. Wall Street maintains a consensus Hold rating with an average price target of $63.21. The company recently announced its 668th consecutive monthly dividend of $0.27 per share, representing a 4.9% dividend yield. Realty Income has expanded its portfolio through a partnership with Singapore's sovereign wealth fund GIC, targeting U.S. logistics assets and other income-producing properties.
Realty Income is one of the largest net-lease REITs in the U.S., owning over 15,000 commercial properties leased to tenants including retailers, logistics operators, and gaming companies. Known as 'The Monthly Dividend Company,' it has paid 668 consecutive monthly dividends and recently formed a $1.7 billion joint venture with Singapore's GIC to expand into logistics assets. The stock's sharp pre-earnings rally now faces a valuation test as Q4 results approach next week.