REALTY INCOME CORP — Form 8-K
Filed November 2, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 42/100
What the filing says
Realty Income reported Q3 2026 net income of $0.43/share (diluted) and AFFO of $1.12/share, up 3.7% YoY. The company raised 2026 full-year AFFO guidance to $4.45–$4.46/share (from $4.44–$4.45) while maintaining $10B investment volume target. Key capital deployment: €528M KKR partnership (49% equity stake, European net lease platform); $1B convertible senior notes issued at 3.750% due 2031; $2.6B invested YTD at 6.8% weighted average cash yield. Portfolio: 15,536 properties, 98.8% occupancy, 8.5-year lease term. Leverage: 5.4x net debt/pro forma adjusted EBITDA. Dividend raised 0.7% to $0.813/month; 116 consecutive quarterly increases declared.
Why this rating
Solid operational performance and guidance raise; KKR partnership adds modest third-party capital. Relative to $52.6B market cap, impacts are routine—typical quarterly earnings and incremental M&A activity, not transformational.
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