Free · no account · quoted from the filing

What changed in O's 10-Q

Source: 10-Q filed 2026-05-07 · compared against 10-Q 2025-11-04. Every passage below is quoted verbatim from the filing itself.

Revenue composition

This filing

Interest income on financing receivables $32,130

Joint venture with Apollo

This filing

closed a $1.0 billion strategic investment from Apollo in exchange for a 49% interest in a newly formed joint venture which owns an existing portfolio of 492 retail properties contributed by the Company

Balance sheet

This filing

Loans receivable, net $2,672,184

Portfolio metrics

This filing

1,786 clients doing business in 92 separate industries

Dividends

This filing

monthly dividend of $0.2705 per share represents a current annualized dividend of $3.246 per share

Merger and transaction costs

This filing

Merger, transaction, and other costs, net $10,787

What it means — the analyst reading

The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel — is part of the Filing Change Monitor.

See the Filing Change Monitor →

Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.