# Realty Income Slips 3 Months, Wall Street Hopes for 30% Gain

> Realty Income shares drop for three months as Wall Street analysts predict near 30% gains for the dividend powerhouse.
- Title: Realty Income Slips 3 Months, Wall Street Hopes for 30% Gain
- Summary: Realty Income shares drop for three months as Wall Street analysts predict near 30% gains for the dividend powerhouse. Realty Income shares fell 3 months…
- Keywords: realty income, dividend powerhouse, wall street, analysts, share price, treasury yield, net-lease reit, affo, Realty, Income, Slips, Months
- Source: 24/7 Wall St. — https://247wallst.com/investing/2026/09/22/realty-income-falls-for-3-months-two-wall-street-pros-say-near-30-gains-lie-ahead-for-the-dividend-powerhouse
- Author: Alex Sirois
- Published: 2026-09-22T12:38:04+00:00
- Read time: 1 min
- Topics: realty income, dividend powerhouse, wall street, analysts, share price, treasury yield, net-lease reit, affo
## Realty Income Shares Drop
Realty Income trades at $56.63, below Wall Street consensus target of $68.16, leaving a 20% gap.
## Two Wall Street Analysts Target $72
Bank of America’s Jeffrey Spector and UBS’s Michael Goldsmith both set a target of $72.00, implying near 30% upside.
## Treasury Yield Pushed to 5.01%
The 10-year Treasury yield rose to 5.01%, its highest reading of the past year, up 0.36 percentage points in a month.
## Q2 Earnings Missed Consensus
Realty Income’s Q2 GAAP EPS of $0.37 missed the $0.4227 consensus by 12.47%, weighed by a $54.2 million real estate impairment.
## Analysts Favor Conservative Targets
Twenty-four analysts cover Realty Income: 3 Strong Buys, 5 Buys, 15 Holds, 0 Sells, and 1 Strong Sell.
## Data Center JV Boosts Growth
Realty Income announced a $6 billion hyperscale data center joint venture with Cloud Capital, expanding investment volume to $10 billion.
## Wall Street Sees 30% Upside Potential
Realty Income’s shares are up 4.02% year to date versus the S&P 500’s 13.43%, with a 27% gap to the $72 target.
## Key takeaway

Realty Income shares fell 3 months below Wall Street consensus, but two analysts target $72, implying near 30% gains.