Realty Income

O

Market cap $61.5B

Realty Income has a three-decade streak of annual dividend increases. Enterprise Products Partners has increased its distribution for 27 consecutive years.

With the Federal Reserve's last interest rate cut in December 2025, the central bank's benchmark effective federal funds rate sits at just 3.64%. In turn, yields on fixed income products have been reduced to the point that, in many cases, income investors are being forced to turn to equities to fill the void.

Realty Income (NYSE: O), a real estate investment trust and one of the biggest dividend names on the market, is expected to deliver its third monthly dividend payment of 2026 in March.

O targets $8B in 2026 investments after a $6.3B 2025 haul, expanding globally and tapping new capital to sustain growth momentum.

O ends 2025 with steady AFFO, 98.9% occupancy and an $8B 2026 investment plan, yet rate risks keep the buy-or-hold debate alive.

The ProShares S&P 500 Dividend Aristocrat ETF (NOBL) is up 9.39% YTD in 2026, decisively outperforming SPY's 1.08%. Dividend Aristocrats are regaining momentum after a weak 2025, with 55 outpacing SPY and 39 posting double-digit gains this year already. Dividend growth is lagging, with 2026's average increase currently at 3.22%, below last year's trend and potentially signaling headwinds.

Coca-Cola's iconic brands help it maintain huge profits, even as input costs rise. Realty Income bets on the boring yet reliable parts of the economy.

Realty Income has paid a monthly dividend for more than 50 years. Enterprise Products Partners boasts a 6% yield, and the stock is up 13% in 2026.

Enterprise Products Partners has a 6% yield and a highly reliable fee-based business. Realty Income has a 4.8% yield backed by a massive portfolio of retail-focused properties.

Realty Income has come through with 113 quarters of dividend hikes. Next month, that streak should stretch to 114 quarters.