$O

The article highlights five US-listed dividend stocks and says each recently raised or reaffirmed full-year guidance, emphasizing free-cash-flow coverage over headline yield. It cites Verizon (VZ) Q2 2026 EPS and raised FY26 guidance, Altria (MO) raised FY26 EPS guidance, Enterprise Products Partners (EPD) higher distribution and payout ratio, Realty Income (O) raised AFFO guidance, and Amgen (AMGN) raised FY26 guidance and Q2 cash flow.

REALTY INCOME CORP (O) filed an SEC Form 8-K — Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant. EX-4.1 2 tm2622133d3_ex4-1.htm EXHIBIT 4.1 Exhibit 4.1 REALTY INCOME CORPORATION and THE BANK OF NEW YORK MELLON TRUST COMPANY, N.A. as Trustee INDENTURE Dated as of August 14, 2026 3.750% Convertible Senior Notes due 2031 TABLE OF CONTENTS Page Article 1. Definitions; Rules of C

Realty Income (NYSE: O) closed a private offering of $1.0 billion 3.750% convertible senior notes due 2031, including an $875.0 million base and a $125.0 million option. Net proceeds were about $981.9 million. The company paid about $33.2 million for capped call hedges and repurchased about 3.0 million shares for about $188.7 million, using the remainder for general corporate purposes.

Realty Income (O) reported Q2 2026 EPS of $0.37 versus an estimate of $0.42, with revenue of $1.55B versus $1.44B expected. The GAAP miss included $54.2M of impairments, but AFFO per share rose 3.8% to $1.09. Management raised full-year AFFO guidance to $4.44 to $4.45 and plans investment volume to $10B, including a $6B data center JV.

Realty Income (NYSE: O) priced an upsized $875.0 million offering of 3.750% convertible senior notes due 2031, increased from $750.0 million. Settlement is Aug. 14, 2026. Notes pay 3.750% semiannually, mature Aug. 15, 2031, with conversion starting May 15, 2031 at 13.7512 shares per $1,000. Net proceeds are about $859.0 million, including $188.7 million to repurchase ~3.0 million shares.

Realty Income Corp. (O) priced an upsized $875 million offering of 3.750% convertible senior notes due 2031, up from $750 million previously announced. The company also plans a share buyback, according to the report.

Realty Income Corp. (O) priced an upsized $875 million offering of 3.750% convertible senior notes due 2031, up from $750 million previously announced, according to the company. Realty Income also said it plans a share repurchase, per the report. The financing and buyback could affect its capital structure and equity supply.

Realty Income Corp. (NYSE: O) said it plans to offer $750 million of convertible senior notes due 2031 in a private Rule 144A offering, with an option for initial purchasers to buy up to an additional $112.5 million. Terms including interest rate and conversion rate will be set at pricing. The company may redeem after Aug. 20, 2029 and may repurchase notes after certain “fundamental changes.”

The article contrasts Nike (NKE), saying its stock is down 33% YTD, with Realty Income (O), a retail REIT. It cites Realty Income Q2 results from Aug. 5: revenue $1.547B (+9.7%), net income $344M, EPS $0.37. It notes a June 0.7% dividend raise to $3.25 annual and a 5% yield.

Realty Income Corp (O) closed at $62.51, below the 20- and 50-day EMAs ($63.74, $63.34) but above the 200-day EMA ($61.73). Technicals show RSI 40.76 and a negative MACD histogram. Q2 AFFO rose 3.8% to $1.09 and management raised full-year 2026 outlook.