Sarasin & Partners LLP Buys New Position in Realty Income Corporation $O

Posted by George Bondi on Aug 7th, 2026

Sarasin & Partners LLP purchased a new position in shares of Realty Income Corporation (NYSE:O – Free Report) during the 2nd quarter, Holdings Channel reports. The institutional investor purchased 27,000 shares of the real estate investment trust’s stock, valued at approximately $1,673,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Brighton Jones LLC boosted its stake in shares of Realty Income by 11.2% in the fourth quarter. Brighton Jones LLC now owns 6,101 shares of the real estate investment trust’s stock valued at $326,000 after purchasing an additional 615 shares during the period. Bison Wealth LLC acquired a new position in Realty Income in the 4th quarter worth $571,000. Empowered Funds LLC boosted its position in Realty Income by 8.0% in the 1st quarter. Empowered Funds LLC now owns 18,029 shares of the real estate investment trust’s stock valued at $1,041,000 after buying an additional 1,330 shares during the last quarter. Woodline Partners LP boosted its position in Realty Income by 41.3% in the 1st quarter. Woodline Partners LP now owns 73,942 shares of the real estate investment trust’s stock valued at $4,289,000 after buying an additional 21,603 shares during the last quarter. Finally, Intech Investment Management LLC boosted its position in Realty Income by 14.9% in the 1st quarter. Intech Investment Management LLC now owns 25,401 shares of the real estate investment trust’s stock valued at $1,474,000 after buying an additional 3,290 shares during the last quarter. Hedge funds and other institutional investors own 70.81% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the company. Jefferies Financial Group started coverage on Realty Income in a research report on Monday, June 1st. They set a “buy” rating and a $69.00 target price on the stock. Scotiabank lowered 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. Freedom Capital upgraded Realty Income from a “hold” rating to a “strong-buy” rating in a report on Monday, May 11th. Barclays reduced their target price on Realty Income from $68.00 to $67.00 and set an “equal weight” rating for the company in a research note on Wednesday, July 22nd. Finally, Morgan Stanley set a $67.00 price target on shares of Realty Income in a report on Monday, April 27th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and an average price target of $67.11.

View Our Latest Stock Report on O

Realty Income Price Performance

Shares of NYSE:O opened at $62.46 on Friday. The company has a market cap of $58.25 billion, a PE ratio of 45.59, a P/E/G ratio of 4.89 and a beta of 0.71. Realty Income Corporation has a fifty-two week low of $55.86 and a fifty-two week high of $67.93. The firm has a 50-day simple moving average of $62.81 and a 200 day simple moving average of $63.05. The company has a quick ratio of 1.56, a current ratio of 1.56 and a debt-to-equity ratio of 0.72.

Realty Income (NYSE:O – Get Free Report) last issued its earnings results on Wednesday, May 6th. The real estate investment trust reported $1.13 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.10 by $0.03. Realty Income had a net margin of 20.93% and a return on equity of 3.15%. The firm had revenue of $1.55 billion for the quarter, compared to analysts’ expectations of $1.39 billion. During the same quarter last year, the company posted $1.06 earnings per share. Realty Income’s revenue was up 12.2% on a year-over-year basis. On average, sell-side analysts anticipate that Realty Income Corporation will post 4.45 EPS for the current year.

Realty Income Dividend Announcement

The business also recently announced a monthly dividend, which will be paid on Friday, August 14th. Stockholders of record on Friday, July 31st will be issued a dividend of $0.271 per share. The ex-dividend date of this dividend is Friday, July 31st. This represents a c) annualized dividend and a dividend yield of 5.2%. Realty Income’s dividend payout ratio is 266.39%.

Trending Headlines about Realty Income

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

Positive Sentiment: Realty Income raised its 2026 adjusted funds from operations (AFFO) outlook and increased its investment-volume target to approximately $10 billion. Management cited strong leasing activity, private-capital opportunities, recycling investments and planned hyperscale data-center ventures while maintaining disciplined underwriting. Realty Income Q2 Earnings Call Raises 2026 Growth Targets
Positive Sentiment: Second-quarter revenue reached $1.55 billion, well above the roughly $1.40 billion analyst estimate and up year over year. Stable occupancy, same-store rental growth, lower costs and active capital deployment supported the results. Realty Income Q2 revenue beats amid stable occupancy, lower costs, same-store rental growth
Positive Sentiment: Quarterly FFO/AFFO of $1.09 per share matched expectations and improved from $1.05 a year earlier, reinforcing support for Realty Income’s monthly dividend, which yields about 5.2%. Realty Income Raised Its 2026 AFFO Guidance
Positive Sentiment: Fitch assigned Realty Income an A credit rating, making it the first net-lease REIT and one of only a few U.S. REITs with an A-level rating. The upgrade recognizes its diversified portfolio, financial strength and access to capital, potentially improving financing flexibility. Realty Income Q2 2026
Neutral Sentiment: Management’s 2026 EPS guidance of $4.44-$4.45 is broadly in line with the $4.45 consensus, limiting the immediate earnings-surprise effect.
Negative Sentiment: Morgan Stanley maintained a Hold rating with a $67 price target, citing a balanced risk-reward profile despite the AFFO guidance increase. Higher borrowing costs and Realty Income’s elevated valuation remain potential constraints on the shares. Balanced Risk/Reward Keeps Realty Income at Hold

Realty Income Company Profile

(Free Report)

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.