UBS sets a USD 74.00 target for Realty Income stock
Published on 10/08/2026 at 16:29 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSKey points in brief
- UBS set a USD 74.00 price target for Realty Income on October 8, 2026, while the stock traded at EUR 47.55 at Lang & Schwarz.
- Second-quarter 2026 revenue rose 9.70 percent year over year to USD 1.55 billion, and adjusted funds from operations per share increased 3.80 percent.
- Realty Income will release third-quarter 2026 results after the New York Stock Exchange closes on November 2, 2026.
Realty Income (ISIN US7561091049) was trading at EUR 47.55 at Lang & Schwarz on October 8, 2026 at 4:14 p.m. CEST, down 0.38 percent versus the prior close of EUR 47.73. On October 8, 2026, UBS analyst Brent Dilts kept a Buy rating and set a USD 74.00 target, as 24/7 Wall St reported. The target puts the rate-sensitive real estate investment trust under a fresh valuation test ahead of its next results.
Dividend growth meets financing pressure
Realty Income reported second-quarter 2026 revenue of USD 1.55 billion, up 9.70 percent from the prior-year quarter, while adjusted funds from operations per share rose 3.80 percent to USD 1.09, according to Zacks on September 4, 2026. Management raised full-year 2026 adjusted funds from operations guidance to USD 4.44-4.45 per share from USD 4.41-4.44 and lifted its investment-volume outlook to USD 10.00 billion from USD 9.50 billion.
The payout record remains central to the investment case. Zacks reported on September 9, 2026 that the monthly dividend had risen to USD 0.2715 per share from USD 0.2710, while second-quarter dividends represented 74.50 percent of adjusted funds from operations per share. Occupancy stood at 98.80 percent across 15,588 properties as of June 30, 2026.
What does the November date change?
The November report will show whether external investment continues to offset the modest 1.20 percent same-store rental revenue growth reported for the second quarter of 2026. That distinction matters because the higher USD 10.00 billion investment target increases the importance of funding costs and acquisition yields.
Three milestones frame the setup
On August 5, 2026, Realty Income reported USD 1.55 billion of second-quarter revenue and USD 1.09 of adjusted funds from operations per share, according to Zacks. On September 8, 2026, the company raised its monthly dividend to USD 0.2715 per share, as Zacks reported. On October 1, 2026, Realty Income announced that it would release third-quarter results after the market close on November 2, 2026, according to Morningstar.
Next dates for Realty Income
The next dividend payment is scheduled for October 15, 2026, while third-quarter operating results are scheduled for November 2, 2026 after the New York Stock Exchange closes. The November release will be followed by a quarterly investor call at 2:00 p.m. PST, according to Morningstar.
Stock price and valuation context
Realty Income was trading at EUR 47.55 at Lang & Schwarz on October 8, 2026 at 4:14 p.m. CEST, down 0.38 percent versus the Lang & Schwarz prior close of EUR 47.73 on October 7, 2026. On the NYSE, the primary-market quote was USD 53.23 at 2:28 p.m. UTC on October 8, 2026, with a 52-week range of USD 53.23 to USD 67.94 and market capitalization of USD 49.6 billion.
The further course of trading is shown by the continuously updated real-time quote of Realty Income stock.
Realty Income stock facts
- Company: Realty Income Corporation
- ISIN: US7561091049
- Ticker: O
- Primary exchange: NYSE
- Price Lang & Schwarz as of October 8, 2026, 4:14 p.m. CEST: EUR 47.55
- Change versus prior close: minus 0.38 percent
- Prior close Lang & Schwarz October 7, 2026: EUR 47.73
- Market capitalization: USD 49.6 billion as of October 8, 2026
- 52-week range: USD 53.23-67.94 as of October 8, 2026
- Sector / Industry: Real Estate / REIT - Retail
- Index membership: S&P 500
- Next earnings date: November 2, 2026
Market context: Market report S&P 500.
