Realty Income Corporation $O Shares Bought by OLD National Bancorp IN

OLD National Bancorp IN boosted its holdings in shares of Realty Income Corporation (NYSE:O) by 117.0% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 121,073 shares of the real estate investment trust’s stock after buying an additional 65,289 shares during the quarter. OLD National Bancorp IN’s holdings in Realty Income were worth $6,825,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of the stock. Trust Investment Advisors grew its position in Realty Income by 0.8% during the 4th quarter. Trust Investment Advisors now owns 23,266 shares of the real estate investment trust’s stock worth $1,311,000 after purchasing an additional 178 shares during the last quarter. Gold Investment Management Ltd. grew its position in Realty Income by 0.3% during the 3rd quarter. Gold Investment Management Ltd. now owns 56,665 shares of the real estate investment trust’s stock worth $3,445,000 after purchasing an additional 182 shares during the last quarter. Hantz Financial Services Inc. grew its position in Realty Income by 21.3% during the 3rd quarter. Hantz Financial Services Inc. now owns 1,097 shares of the real estate investment trust’s stock worth $67,000 after purchasing an additional 193 shares during the last quarter. HBK Sorce Advisory LLC grew its position in Realty Income by 1.3% during the 3rd quarter. HBK Sorce Advisory LLC now owns 15,578 shares of the real estate investment trust’s stock worth $926,000 after purchasing an additional 195 shares during the last quarter. Finally, Code Waechter LLC grew its position in Realty Income by 2.2% during the 3rd quarter. Code Waechter LLC now owns 9,016 shares of the real estate investment trust’s stock worth $530,000 after purchasing an additional 196 shares during the last quarter. Hedge funds and other institutional investors own 70.81% of the company’s stock.

Trending Headlines about Realty Income

Here are the key news stories impacting Realty Income this week:

• Positive Sentiment: Barclays raised its price target on O to $68 (from $65) while keeping an Equal Weight rating, citing a “Goldilocks” backdrop for REITs — a modest analyst upgrade that supports near‑term upside expectations. Barclays Raises Realty Income (O) PT to $68, Sees “Goldilocks” Backdrop for REITs
• Positive Sentiment: Realty Income struck a $1bn capital partnership with Apollo to accelerate European net‑lease acquisitions, which de-risks capital needs, funds growth without pressuring the balance sheet and increases geographic rent diversification. Realty Income’s Apollo Backing Shifts Growth Toward European Net Lease Deals
• Neutral Sentiment: Retail investor enthusiasm and Realty Income’s long monthly‑dividend track record continue to drive buying interest; however, analysts remain lukewarm, leaving professional conviction mixed. That split can boost trading volatility even as fundamentals stay steady. Wall Street Is Lukewarm on Realty Income While Retail Piles In. What Do Analysts Know?
• Neutral Sentiment: A comparative piece highlights that industrial‑focused STAG Industrial is outpacing Realty Income on rent growth and returns, underscoring sectoral differences (industrial vs. diversified net‑lease) that may favor industrial names over diversified landlords in the current cycle. This helps explain relative performance gaps rather than an absolute sell signal for O. Realty Income vs. Stag Industrial: One Monthly Dividend REIT Is Leaving the Other in the Dust
• Negative Sentiment: A bearish deep‑dive flagged fresh reasons to avoid O, raising concerns about valuation and growth prospects that could weigh on sentiment among value‑oriented investors. Realty Income: 3 New Reasons This Is Still A Hard Pass
• Negative Sentiment: Market coverage noted a recent intraday pullback (reported close below recent highs), reflecting short‑term profit‑taking and broader market movement rather than a clear change in fundamentals. That prior weakness helps explain mixed headlines and increased volatility. Realty Income Corp. (O) Stock Sinks As Market Gains: Here’s Why

Analyst Ratings Changes

Several analysts have weighed in on O shares. Weiss Ratings reissued a “hold (c+)” rating on shares of Realty Income in a research report on Friday, April 10th. Barclays boosted their target price on shares of Realty Income from $65.00 to $68.00 and gave the stock an “equal weight” rating in a research report on Tuesday. Stifel Nicolaus boosted their target price on shares of Realty Income from $67.75 to $70.50 and gave the stock a “buy” rating in a research report on Wednesday, February 25th. Mizuho boosted their target price on shares of Realty Income from $60.00 to $68.00 and gave the stock a “neutral” rating in a research report on Wednesday, March 11th. Finally, Deutsche Bank Aktiengesellschaft raised shares of Realty Income from a “hold” rating to a “buy” rating and set a $69.00 target price on the stock in a research report on Tuesday, January 20th. Six research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Realty Income has a consensus rating of “Hold” and a consensus target price of $66.61.

Realty Income Stock Up 1.2%

O stock opened at $64.10 on Friday. The firm’s fifty day simple moving average is $63.97 and its 200-day simple moving average is $60.54. The company has a market capitalization of $59.77 billion, a P/E ratio of 54.79, a price-to-earnings-growth ratio of 4.29 and a beta of 0.79. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.40 and a quick ratio of 1.40. Realty Income Corporation has a 12 month low of $54.38 and a 12 month high of $67.93.

Realty Income (NYSE:O) last released its quarterly earnings data on Tuesday, February 24th. The real estate investment trust reported $1.08 EPS for the quarter, meeting the consensus estimate of $1.08. The business had revenue of $1.40 billion for the quarter, compared to the consensus estimate of $1.40 billion. Realty Income had a net margin of 18.41% and a return on equity of 2.68%. The business’s revenue for the quarter was up 11.0% on a year-over-year basis. During the same period in the prior year, the firm earned $1.05 EPS. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. As a group, equities research analysts forecast that Realty Income Corporation will post 4.45 earnings per share for the current year.

Realty Income Dividend Announcement

The firm also recently disclosed a monthly dividend, which will be paid on Friday, May 15th. Stockholders of record on Thursday, April 30th will be issued a $0.2705 dividend. This represents a c) annualized dividend and a dividend yield of 5.1%. The ex-dividend date of this dividend is Thursday, April 30th. Realty Income’s dividend payout ratio is 277.78%.

Insider Activity at Realty Income

In other news, insider Michelle Bushore sold 7,400 shares of the company’s stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $62.42, for a total value of $461,908.00. Following the sale, the insider directly owned 67,641 shares of the company’s stock, valued at $4,222,151.22. This represents a 9.86% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 0.10% of the stock is owned by company insiders.

Realty Income Company Profile

Realty Income Corporation (NYSE: O) is a real estate investment trust (REIT) that acquires, owns and manages commercial properties subject primarily to long-term net lease agreements. The company’s business model focuses on generating predictable, contractual rental income by leasing properties to tenants under agreements that typically place responsibility for taxes, insurance and maintenance on the tenant. Realty Income is publicly traded on the New York Stock Exchange and markets itself as a reliable income-oriented REIT.

Realty Income’s portfolio is concentrated in single-tenant, retail and service-oriented properties such as drugstores, convenience stores, dollar and discount retailers, restaurants, and other essential-service businesses.