Realty Income (O) shares fell 12.5% over the two months ended October 9, while the S&P 500 gained 1.1%. The REIT, which mainly owns retail properties, reported 98.8% occupancy as of June 30 and 3.8% growth in adjusted FFO, and management raised its 2026 adjusted FFO guidance to $4.44–$4.45 per share. Rising rates are a risk, as the 10-year Treasury yield climbed from 4.8% to 5.24% and the company has increased its debt. Realty Income has raised its dividend for 116 straight quarters, and with the stock down, its yield has risen to 6%. The annualized dividend of $3.258 per share equals 73% of projected adjusted FFO. The author concludes that long-term prospects remain solid and the price drop could be a buying opportunity for income investors.
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- The Closing Bell: US markets are weighed down by an extended sell-off in the tech sector
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