Realty Income Corporation (O) — What Changed

Material changes in the AI committee's view · 22 events tracked · Detected nightly

← Overview📈 Rating History💰 Earnings📰 Recent Events🔄 What Changed📖 Thesis Evolution🔍 Similar Stocks
2026-07-31 MAJOR
▲ Agreement Shift

O's Committee agreement moved from 66.70% to 100.00% (+33.30pp, 1 day(s) apart).

66.70 → 100.00 (+33.3)

2026-07-31 MINOR
▼ Score Change

O's Committee score moved from 54.06 to 51.81 (-2.25, 1 day(s) apart).

54.06 → 51.81 (-2.2)

2026-07-31 MATERIAL
— Conviction Change

O's Committee conviction moved from moderate to unanimous (1 day(s) apart).

moderate → unanimous

2026-07-30 MINOR
▲ Agreement Shift

O's Committee agreement moved from 60.00% to 66.70% (+6.70pp, 1 day(s) apart).

60.00 → 66.70 (+6.7)

2026-07-30 MINOR
▼ Score Change

O's Committee score moved from 58.90 to 54.06 (-4.84, 1 day(s) apart).

58.90 → 54.06 (-4.8)

2026-07-28 MINOR
▼ Agreement Shift

O's Committee agreement moved from 66.70% to 60.00% (-6.70pp, 1 day(s) apart).

66.70 → 60.00 (-6.7)

2026-07-28 MINOR
▲ Score Change

O's Committee score moved from 54.50 to 58.90 (+4.40, 1 day(s) apart).

54.50 → 58.90 (+4.4)

2026-07-24 MINOR
▼ Score Change

O's Committee score moved from 53.38 to 53.19 (-0.19, 1 day(s) apart).

53.38 → 53.19 (-0.2)

2026-07-19 MINOR
▼ Score Change

O's Committee score moved from 52.01 to 51.83 (-0.18, 1 day(s) apart).

52.01 → 51.83 (-0.2)

2026-07-18 MINOR
▼ Score Change

O's Committee score moved from 53.68 to 52.01 (-1.67, 1 day(s) apart).

53.68 → 52.01 (-1.7)

2026-07-17 MAJOR
▲ Agreement Shift

O's Committee agreement moved from 60.00% to 83.30% (+23.30pp, 1 day(s) apart).

60.00 → 83.30 (+23.3)

2026-07-17 MINOR
▼ Score Change

O's Committee score moved from 57.78 to 53.68 (-4.10, 1 day(s) apart).

57.78 → 53.68 (-4.1)

2026-07-17 MATERIAL
— Conviction Change

O's Committee conviction moved from moderate to high (1 day(s) apart).

moderate → high

2026-07-16 MINOR
▲ Score Change

O's Committee score moved from 57.57 to 57.78 (+0.21, 1 day(s) apart).

57.57 → 57.78 (+0.2)

2026-07-15 MINOR
▲ Score Change

O's Committee score moved from 57.35 to 57.57 (+0.22, 1 day(s) apart).

57.35 → 57.57 (+0.2)

2026-07-14 MATERIAL
▲ Agreement Shift

O's Committee agreement moved from 50.00% to 60.00% (+10.00pp, 1 day(s) apart).

50.00 → 60.00 (+10.0)

2026-07-14 MINOR
▼ Score Change

O's Committee score moved from 57.83 to 57.35 (-0.48, 1 day(s) apart).

57.83 → 57.35 (-0.5)

2026-07-14 MATERIAL
— Conviction Change

O's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-13 MAJOR
— Rating Change

O moved from Buy to Watch (1 day(s) apart).

Buy → Watch

2026-07-13 MATERIAL
▼ Agreement Shift

O's Committee agreement moved from 80.00% to 66.70% (-13.30pp, 1 day(s) apart).

80.00 → 66.70 (-13.3)

2026-07-13 MINOR
▼ Score Change

O's Committee score moved from 64.46 to 60.25 (-4.21, 1 day(s) apart).

64.46 → 60.25 (-4.2)

2026-07-13 MATERIAL
— Conviction Change

O's Committee conviction moved from high to moderate (1 day(s) apart).

high → moderate

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →