Strategic Investment Advisors MI bought a new stake in Realty Income Corporation (NYSE:O – Free Report) during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 8,540 shares of the real estate investment trust’s stock, valued at approximately $522,000.
Other institutional investors and hedge funds have also recently bought and sold shares of the company. DGS Capital Management LLC lifted its holdings in shares of Realty Income by 4.3% during the 4th quarter. DGS Capital Management LLC now owns 3,836 shares of the real estate investment trust’s stock valued at $216,000 after buying an additional 158 shares during the last quarter. Patrick M Sweeney & Associates Inc. increased its holdings in Realty Income by 4.5% in the fourth quarter. Patrick M Sweeney & Associates Inc. now owns 3,801 shares of the real estate investment trust’s stock worth $214,000 after buying an additional 164 shares during the last quarter. CYBER HORNET ETFs LLC raised its position in Realty Income by 7.4% during the fourth quarter. CYBER HORNET ETFs LLC now owns 2,417 shares of the real estate investment trust’s stock valued at $136,000 after acquiring an additional 166 shares in the last quarter. Sage Private Wealth Group LLC raised its position in Realty Income by 2.2% during the fourth quarter. Sage Private Wealth Group LLC now owns 7,844 shares of the real estate investment trust’s stock valued at $442,000 after acquiring an additional 170 shares in the last quarter. Finally, Trust Investment Advisors raised its position in Realty Income by 0.8% during the fourth quarter. Trust Investment Advisors now owns 23,266 shares of the real estate investment trust’s stock valued at $1,311,000 after acquiring an additional 178 shares in the last quarter. Hedge funds and other institutional investors own 70.81% of the company’s stock.
Key Stories Impacting Realty Income
Here are the key news stories impacting Realty Income this week:
- Positive Sentiment: Realty Income’s monthly dividend remains a key attraction. The company declared a $0.27-per-share cash dividend payable Aug. 14, reinforcing its appeal to income-focused investors and supporting the view that a $15,000 investment can generate recurring annual income. Realty Income Corp’s Dividend Analysis
- Positive Sentiment: Analyst commentary remains cautiously constructive. Realty Income is viewed favorably versus Simon Property Group because of its steadier cash flow, broad tenant diversification, monthly dividend and lower forward valuation. Realty Income vs. Simon Property
- Neutral Sentiment: Wall Street is focusing on estimates for second-quarter operating metrics, not just revenue and earnings. The projections could increase volatility around the Aug. 5 report, particularly if occupancy, same-store performance or funds from operations differ from expectations. Q2 Earnings Key-Metric Projections
- Neutral Sentiment: Analysts remain cautiously optimistic despite Realty Income’s year-to-date outperformance, suggesting upside expectations are tempered rather than strongly bullish. The upcoming earnings release is therefore the primary near-term catalyst. Realty Income Stock Analyst Estimates and Ratings
- Negative Sentiment: The stock declined during the latest completed session even as the broader market improved, indicating relative weakness and possible profit-taking ahead of earnings. The July 31 ex-dividend date may also create technical pressure as the share price adjusts for the $0.27 distribution. Realty Income Stock Declines While Market Improves
Realty Income Stock Performance
Realty Income (NYSE:O – Get Free Report) last issued its quarterly earnings results on Wednesday, May 6th. The real estate investment trust reported $1.13 EPS for the quarter, topping analysts’ consensus estimates of $1.10 by $0.03. Realty Income had a return on equity of 2.80% and a net margin of 18.94%.The company had revenue of $1.55 billion during the quarter, compared to analyst estimates of $1.39 billion. During the same period in the previous year, the company earned $1.06 earnings per share. The company’s quarterly revenue was up 12.2% compared to the same quarter last year. Realty Income has set its FY 2026 guidance at 4.410-4.440 EPS. On average, equities analysts forecast that Realty Income Corporation will post 4.45 earnings per share for the current year.
Realty Income Dividend Announcement
The business also recently announced a monthly dividend, which will be paid on Friday, August 14th. Investors of record on Friday, July 31st will be paid a dividend of $0.271 per share. This represents a c) annualized dividend and a yield of 5.1%. The ex-dividend date is Friday, July 31st. Realty Income’s dividend payout ratio is presently 266.39%.
Analyst Ratings Changes
Several analysts have commented on the stock. Wells Fargo & Company boosted their target price on shares of Realty Income from $64.00 to $65.00 and gave the stock an “equal weight” rating in a research report on Wednesday, July 15th. Jefferies Financial Group began coverage on shares of Realty Income in a report on Monday, June 1st. They issued a “buy” rating and a $69.00 price objective for the company. UBS Group set a $67.00 target price on shares of Realty Income in a research report on Thursday, June 18th. Robert W. Baird raised their price objective on Realty Income from $64.00 to $65.00 and gave the company a “neutral” rating in a research note on Monday, July 6th. Finally, Freedom Capital raised shares of Realty Income from a “hold” rating to a “strong-buy” rating in a report on Monday, May 11th. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $67.11.
Read Our Latest Research Report on Realty Income
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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