Evercore ISI Lifts Realty Income (O) Price Target while Maintaining Neutral Outlook

On February 26, Evercore ISI raised its terms proposal connected Realty Income Corporation (NYSE:O) to $65 from $62. It maintained an In Line standing connected the stock. The steadfast updated its estimates pursuing the company’s Q4 results, reflecting adjustments based connected caller show and outlook.

During the Q4 2025 net call, CEO Sumit Roy said that the institution reported AFFO per stock of $1.08 for the 4th fourth and $4.28 for the afloat year. These results were supported by beardown portfolio fundamentals, including 98.9% occupancy and rent recapture of 103.9%. Roy said the institution remained progressive connected the concern front. Realty Income invested $2.4 cardinal successful the 4th fourth alone. This included an $800 cardinal perpetual preferred concern successful Las Vegas CityCenter, made successful concern with Blackstone. For the afloat year, the institution deployed $6.3 cardinal astatine an archetypal currency output of 7.3%. Investment-grade tenants accounted for 30% of acquisition currency income, reflecting a continued absorption connected quality.

At the aforesaid time, the institution sold 425 properties for $744 cardinal arsenic portion of its effort to fortify wide plus quality. Roy highlighted the company’s proactive attack to hazard management. He noted that aboriginal plus income tied to At Home, completed earlier its Chapter 11 filing, helped bounds vulnerability and sphere value.

Roy besides discussed the company’s planetary expansion. Realty Income entered the Mexico marketplace done partnerships with GIC and Hines and committed $200 cardinal toward acquiring an concern portfolio. He added that the institution formed a $1.5 cardinal associated task with GIC focused connected U.S. concern build-to-suit properties. The venture’s archetypal transaction was a $58.5 cardinal acquisition successful Dallas.

He said Realty Income’s strategy continues to evolve. The institution is combining its operating level with partnership-driven superior to enactment semipermanent maturation and grow its planetary reach.

Realty Income Corporation (NYSE:O) operates arsenic a existent property concern trust. The institution focuses connected acquiring and managing freestanding commercialized properties that make rental income done semipermanent nett lease agreements.

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