Nama Insights

Realty Income (O)

Real Estate · Reit Retail · NYSE

S&P 500
Realty Income (O) is a Real Estate company in the Reit Retail industry. It has a market capitalization of $56.31B and a trailing price-to-earnings ratio of 40.2. Over the most recent reported fiscal year, revenue grew 9.1%. Nama's AI scorecard rates it Hold, 5.0 out of 10. On 12-month momentum it ranks in the lagging band of its market.
AI scorecard
Hold · 5.0/10
The sections balance. As of Nov 7, 2026.
Momentum
Lagging · -5.3% over 12 months ex. last
Second-worst fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-21.7%
How far the last close sits under the highest price of the past five years.
Market cap$56.31B
Trailing P/E40.2
Price / book1.4
Price / sales9.2
FCF yield—
Dividend yield5.5%
Gross margin92.6%
Operating margin45.8%
Net margin21.2%
Revenue growth (YoY)+9.1%
Revenue growth (3-yr annual)+19.8%
EPS growth (YoY)+9.2%
FCF/share growth (YoY)—
Beta0.7
ExchangeNYSE
SectorReal Estate
IndustryReit Retail

O earnings

Next report: Feb 23, 2027 (Q4 2026, EPS estimate $0.43). Beat the EPS estimate in 0 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 2, 2026 $0.43 $0.43 +0.0% $1.48B
Q2 2026 Aug 5, 2026 $0.37 $0.42 -11.9% $1.43B
Q1 2026 May 6, 2026 $0.34 $0.42 -19.1% $1.45B
Q4 2025 Feb 24, 2026 $0.33 $0.41 -19.5% $1.71B

O analyst price target

Median target $63.75 from 21 analysts, ranging $59.00 – $74.00.

Reit Retail peers

TickerCompanyMarket capP/E
SPG Simon Property Group $86.71B 38.5
KIM Kimco Realty $16.96B 28.0
REG Regency Centers $13.99B 25.2
FRT Federal Realty Investment Trust $9.74B 22.2
BRX Brixmor Property Group $9.21B 30.9
ADC Agree Realty $9.11B 36.6
NNN NNN REIT $7.98B 20.3
MAC Macerich $7.34B —
Explore live O data on Nama Insights →

Recent Congressional trades

Realty Income trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
John Boozman Senate Buy $1,001 - $15,000 Oct 21, 2026
Richard Dean McCormick House Sell $1,001 - $15,000 Aug 14, 2026
Gary C Peters Senate Buy $1,001 - $15,000 Aug 7, 2026
Alan Armstrong Senate Buy $1,001 - $15,000 Jul 21, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Jan 12, 2026
Gilbert Cisneros House Sell $1,001 - $15,000 Dec 15, 2025
Richard Dean McCormick House Buy $1,001 - $15,000 Dec 9, 2025
Richard Dean McCormick House Buy $1,001 - $15,000 Sep 17, 2025
Gilbert Cisneros House Buy $1,001 - $15,000 Sep 12, 2025
Jefferson Shreve House Sell $50,001 - $100,000 Jun 22, 2025
Julie Johnson House Sell $1,001 - $15,000 May 14, 2025

O FAQ

Is O a buy?
Nama's AI scorecard currently rates Realty Income Hold (5.0 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is O's P/E ratio?
Realty Income trades at a trailing price-to-earnings ratio of 40.2.
When does O report earnings?
Realty Income's next scheduled report is on Feb 23, 2027. Analysts expect EPS of $0.43.
What is the O price target?
The median analyst price target from 21 analysts is $63.75, with a range of $59.00 – $74.00.
Is O Shariah compliant?
Nama's AAOIFI-style screen reads Realty Income as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does O pay a dividend?
Yes — Realty Income's dividend yield is 5.5%.