Lasalle Investment Management Securities LLC lowered its stake in Realty Income Corporation (NYSE:O – Free Report) by 81.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 140,705 shares of the real estate investment trust’s stock after selling 600,415 shares during the quarter. Lasalle Investment Management Securities LLC’s holdings in Realty Income were worth $8,608,000 as of its most recent filing with the Securities & Exchange Commission.
Other hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. boosted its holdings in Realty Income by 0.5% in the 4th quarter. Vanguard Group Inc. now owns 150,415,287 shares of the real estate investment trust’s stock valued at $8,478,910,000 after purchasing an additional 684,949 shares during the period. LDR Capital Management LLC increased its holdings in shares of Realty Income by 117.6% in the fourth quarter. LDR Capital Management LLC now owns 29,285 shares of the real estate investment trust’s stock worth $1,651,000 after purchasing an additional 15,825 shares during the period. Sound Income Strategies LLC increased its holdings in shares of Realty Income by 8.2% in the fourth quarter. Sound Income Strategies LLC now owns 352,918 shares of the real estate investment trust’s stock worth $21,676,000 after purchasing an additional 26,890 shares during the period. Danske Bank A S raised its position in shares of Realty Income by 20.3% in the fourth quarter. Danske Bank A S now owns 568,121 shares of the real estate investment trust’s stock worth $32,025,000 after buying an additional 95,773 shares in the last quarter. Finally, E. Ohman J or Asset Management AB purchased a new stake in shares of Realty Income in the fourth quarter worth $1,766,000. Hedge funds and other institutional investors own 70.81% of the company’s stock.
Analyst Upgrades and Downgrades
Several equities research analysts recently issued reports on the company. Scotiabank dropped their price objective on Realty Income from $72.00 to $67.00 and set a “sector outperform” rating for the company in a research note on Thursday, June 18th. Barclays decreased their target price on Realty Income from $68.00 to $67.00 and set an “equal weight” rating on the stock in a research note on Wednesday. Royal Bank Of Canada raised their price target on Realty Income from $70.00 to $71.00 and gave the company an “outperform” rating in a report on Thursday, May 7th. Jefferies Financial Group initiated coverage on Realty Income in a research report on Monday, June 1st. They set a “buy” rating and a $69.00 price target for the company. Finally, Robert W. Baird boosted their price objective on Realty Income from $64.00 to $65.00 and gave the stock a “neutral” rating in a report on Monday, July 6th. One investment analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Realty Income presently has a consensus rating of “Hold” and an average target price of $67.11.
Realty Income Stock Performance
NYSE O opened at $65.14 on Thursday. Realty Income Corporation has a 52-week low of $55.86 and a 52-week high of $67.93. The company has a fifty day moving average of $62.31 and a 200-day moving average of $62.63. The company has a market capitalization of $60.74 billion, a P/E ratio of 53.39, a P/E/G ratio of 5.07 and a beta of 0.72. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.56 and a current ratio of 1.56.
Realty Income (NYSE:O – Get Free Report) last released its earnings results on Wednesday, May 6th. The real estate investment trust reported $1.13 EPS for the quarter, beating analysts’ consensus estimates of $1.10 by $0.03. The business had revenue of $1.55 billion for the quarter, compared to analysts’ expectations of $1.39 billion. Realty Income had a return on equity of 2.80% and a net margin of 18.94%.The firm’s revenue was up 12.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.06 earnings per share. Realty Income has set its FY 2026 guidance at 4.410-4.440 EPS. As a group, equities research analysts predict that Realty Income Corporation will post 4.45 EPS for the current fiscal year.
Realty Income Dividend Announcement
The company also recently disclosed a monthly dividend, which will be paid on Friday, August 14th. Stockholders of record on Friday, July 31st will be issued a $0.271 dividend. This represents a c) dividend on an annualized basis and a dividend yield of 5.0%. The ex-dividend date is Friday, July 31st. Realty Income’s dividend payout ratio is presently 266.39%.
Key Headlines Impacting Realty Income
Here are the key news stories impacting Realty Income this week:
- Positive Sentiment: Realty Income was highlighted as a “buy and hold forever” dividend stock, with articles emphasizing its wide competitive moat, reliable monthly payout, and long-term appeal for income investors. This Dividend Stock’s Moat Is as Wide as It Gets. 3 Reasons to Buy and Hold Forever.
- Positive Sentiment: Coverage also pointed to Realty Income’s growth acceleration strategy and recent performance strength, suggesting investors remain attracted to the REIT’s combination of dividend income and steady operating momentum. Meet the Unstoppable Dividend Stock Crushing the S&P 500 in 2026
- Positive Sentiment: News that Realty Income expanded its unsecured revolving credit facilities from $4.0 billion to $5.5 billion, with potential capacity up to $6.5 billion, supports its ability to fund acquisitions and manage liquidity. Realty Income (O) After Its Credit Expansion, Is The Stock Already Fully Valued
- Neutral Sentiment: Several articles noted that Realty Income is trending on Zacks and being watched closely by retail investors, which reflects elevated attention but does not by itself change the fundamentals. Realty Income Corporation (O) Is a Trending Stock: Facts to Know Before Betting on It
- Neutral Sentiment: Other commentary focused on valuation, with some analysts arguing the bull case depends more on how expensive the stock is than on near-term earnings growth, which keeps the debate centered on fair value rather than a major catalyst. Realty Income: The Bull Case Relies More On Valuation Than Earnings
- Negative Sentiment: Some coverage questioned whether the stock is already fully valued after its recent run-up, which could temper upside if investors focus on valuation instead of dividend strength. Realty Income (O) After Its Credit Expansion, Is The Stock Already Fully Valued
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.
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