Realty Income vs. Stag Industrial: One Monthly Dividend REIT Is Leaving the Other in the Dust

2 hours ago 1

Vandita Jadeja

Thu, April 23, 2026 astatine 9:13 AM CDT 5 min read

Realty Income (NYSE: O) and STAG Industrial (NYSE: STAG) some reported 4th fourth net and paid monthly dividends. One is simply a planetary REIT with retail, industrial, and gaming assets. The different is simply a U.S. concern pure-play. Their results archer 2 antithetic stories astir wherever income existent property is heading.

Realty Income (O) generated $1.48B successful Q4 revenue, beating estimates by 27.34%, portion STAG Industrial (STAG) achieved a 100% EPS bushed with $0.44 versus the $0.22 statement connected 24% full-year currency rent maturation crossed 14.4 cardinal quadrate feet.
Realty Income committed $950M to European investments astatine a 7.2% output and expanded to Mexico, portion STAG executed $449.1M successful 2025 acquisitions with 69.2% of 2026 leasing already pre-leased astatine 20% currency rent spreads.
Industrial rent maturation is driving STAG’s valuation momentum, but Realty Income’s planetary scale, diversified plus portfolio, and 113-consecutive-quarter dividend raises presumption it to upwind rising involvement expenses and marketplace volatility amended than STAG’s pure-play U.S. warehouse focus.
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STAG delivered the sharper quarter. EPS came successful astatine $0.44 against a statement of $0.22, a 100% beat. The motor was genuine leasing momentum: full-year Cash Rent Change deed 24% crossed 121 leases and 14.4 cardinal quadrate feet. That is existent pricing power, not fiscal engineering. Same Store Cash NOI grew 5.4% successful Q4 and 4.3% for the afloat year.

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Business Driver

Realty Income (O)

STAG Industrial (STAG)

Main Growth Engine	Global acquisitions, backstage superior vehicles	Industrial leasing spreads, U.S. warehouse demand
Q4 Same Store Growth	1.1% aforesaid store rent	5.4% Same Store Cash NOI
Occupancy	98.9%	97.2%
EPS vs. Estimate	Miss (-16.05%)	Beat (+100%)

Realty Income's 4th looked antithetic connected the surface. EPS of $0.32 missed the $0.381 statement by 16.05%. But gross told a amended story: $1.48 cardinal against a $1.16 cardinal estimate, a 27.34% beat. Portfolio occupancy held astatine 98.9%, and the rent recapture complaint reached 104.9% connected re-leased properties.

A wide-angle outdoor changeable of a modern portion promenade connected a clear, sunny day. The buildings connected the near person airy beige and ceramic facades with ample solid windows and grey awnings. A paved roadworthy with yellowish crosswalk markings runs down the center, lined with achromatic streetlights, tiny trees, and assorted bushes and ornamental grasses connected either side. Several cars are parked on the road, and the roadworthy recedes into the region with much commercialized buildings disposable nether a agleam bluish sky.

Realty Income is gathering large-scale planetary operations. European investments totaled $950 cardinal successful Q4 astatine a 7.2% yield. The institution closed an $800 cardinal preferred equity involvement successful Blackstone-affiliated CityCenter assets and expanded into Mexico with a $200 cardinal concern portfolio commitment. Its GIC concern and U.S. Core Plus money attracted implicit $3 cardinal successful combined commitments.

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