Consensus EPS · Q2 2026
$0.42
Consensus revenue · Q2 2026
$1.4B
Analysts
4
Expected report
Aug 5, 2026
What to watch
- Analyst ratings: Mixed
Analyst consensus
Based on estimates from 4 analysts.
| Metric | Low | Consensus | High |
|---|---|---|---|
| Revenue | $1.3B | $1.4B | $1.5B |
| EPS | $0.40 | $0.42 | $0.44 |
| EBITDA | $1B | $1B | $1.1B |
| EBIT | $332.7M | $337.1M | $339.3M |
| Net income | $356.5M | $359.9M | $363.2M |
- Revenue$1.4B
- EPS$0.42
- EBITDA$1B
- EBIT$337.1M
- Net income$359.9M
Historical beat/miss
Actual reported results vs. analyst consensus at the time. Positive = beat, negative = miss.
| Period | Rev. actual | Rev. est. | Rev. surprise | EPS actual | EPS est. | EPS surprise |
|---|---|---|---|---|---|---|
| Q1 2026 | $1.4B | $1.4B | +3.3% | $0.33 | $0.40 | -18.0% |
| Q4 2025 | $1.5B | $1.4B | +9.4% | $0.32 | $0.38 | -16.6% |
- Q1 2026+3.3%-18.0%
- Q4 2025+9.4%-16.6%
Estimate revisions
How analyst consensus estimates have changed over the past 90 days.
Revision trends appear once we have collected at least two daily snapshots for this period.
Community vs analysts
See how the TickerLeague crowd's forecast stacks up against Wall Street.
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Analyst price target
Based on price targets from 4 analysts.
- Low
- $65.00
- Consensus
- $67.47
- Median
- $67.00
- High
- $70.75
- Current
- $65.03
- Upside
- +3.8%
Upside calculated vs most recent trading price of $65.03.
Analyst ratings
Consensus: Hold — based on 34 analyst ratings.
24-month trend
Recent analyst actions
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 15, 2026 | Wells Fargo | maintain | Equal Weight | Equal Weight |
| Jul 6, 2026 | Baird | maintain | Neutral | Neutral |
| Jun 18, 2026 | Scotiabank | maintain | Sector Outperform | Sector Outperform |
| May 13, 2026 | Mizuho | maintain | Neutral | Neutral |
| May 12, 2026 | Scotiabank | maintain | Sector Outperform | Sector Outperform |
| May 11, 2026 | Freedom Broker | upgrade | Neutral | Buy |
| May 7, 2026 | RBC Capital | maintain | Outperform | Outperform |
| Apr 21, 2026 | Barclays | maintain | Equal Weight | Equal Weight |
| Mar 17, 2026 | Evercore ISI Group | maintain | In Line | In Line |
| Mar 13, 2026 | Barclays | maintain | Equal Weight | Equal Weight |
- Jul 15, 2026Wells FargoEqual Weight
- Jul 6, 2026BairdNeutral
- Jun 18, 2026ScotiabankSector Outperform
- May 13, 2026MizuhoNeutral
- May 12, 2026ScotiabankSector Outperform
- May 11, 2026Freedom BrokerBuy
- May 7, 2026RBC CapitalOutperform
- Apr 21, 2026BarclaysEqual Weight
- Mar 17, 2026Evercore ISI GroupIn Line
- Mar 13, 2026BarclaysEqual Weight
Frequently asked questions
Realty Income (O) Key Financials
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- Buybacks0.18% TTM
- Dividend Profile4.98% yield
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- Stock Split History2 splits
How this company returns cash to shareholders — buybacks, dividends, and stock splits.