GSA Capital Partners LLP Makes New Investment in Realty Income Corporation $O

Posted by Francis Steltz on Aug 16th, 2026

GSA Capital Partners LLP purchased a new position in shares of Realty Income Corporation (NYSE:O – Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 35,808 shares of the real estate investment trust’s stock, valued at approximately $2,219,000.

A number of other large investors have also made changes to their positions in the stock. Vanguard Group Inc. boosted its holdings in Realty Income by 0.5% during the fourth quarter. Vanguard Group Inc. now owns 150,415,287 shares of the real estate investment trust’s stock worth $8,478,910,000 after buying an additional 684,949 shares in the last quarter. State Street Corp increased its holdings in Realty Income by 0.8% in the fourth quarter. State Street Corp now owns 63,559,987 shares of the real estate investment trust’s stock valued at $3,599,676,000 after buying an additional 531,095 shares in the last quarter. Geode Capital Management LLC increased its holdings in Realty Income by 2.8% in the fourth quarter. Geode Capital Management LLC now owns 29,206,196 shares of the real estate investment trust’s stock valued at $1,655,991,000 after buying an additional 793,100 shares in the last quarter. Morgan Stanley lifted its position in shares of Realty Income by 21.6% during the 4th quarter. Morgan Stanley now owns 18,291,294 shares of the real estate investment trust’s stock valued at $1,031,080,000 after acquiring an additional 3,252,091 shares during the period. Finally, Dimensional Fund Advisors LP lifted its position in shares of Realty Income by 1.2% during the 1st quarter. Dimensional Fund Advisors LP now owns 13,018,219 shares of the real estate investment trust’s stock valued at $796,457,000 after acquiring an additional 154,581 shares during the period. Hedge funds and other institutional investors own 70.81% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on O shares. Royal Bank Of Canada lowered their price target on Realty Income from $71.00 to $70.00 and set an “outperform” rating on the stock in a report on Friday, August 7th. Stifel Nicolaus set a $70.75 price objective on Realty Income in a report on Tuesday, June 30th. Weiss Ratings upgraded Realty Income from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, August 6th. Scotiabank lowered their target price on Realty Income from $72.00 to $67.00 and set a “sector outperform” rating on the stock in a report on Thursday, June 18th. Finally, Freedom Capital upgraded Realty Income from a “hold” rating to a “strong-buy” rating in a research report on Monday, May 11th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $67.42.

Read Our Latest Report on O

Key Realty Income News

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

Positive Sentiment: Realty Income completed a $1.0 billion offering of 3.750% convertible senior notes due 2031, including the full exercise of an additional $125 million option. The proceeds are expected to support a share repurchase of at least $750 million, debt repayment, property acquisitions and portfolio expansion. Realty Income Announces Closing of $1.0 Billion Convertible Senior Notes Offering
Positive Sentiment: Capped-call transactions tied to the notes are designed to reduce potential shareholder dilution. The financing also gives Realty Income additional flexibility to pursue growth while maintaining its investment-grade balance sheet and A credit rating.
Neutral Sentiment: The bull case emphasizes Realty Income’s 30.3% three-year total return and dependable monthly dividend. However, investors are debating whether the newly announced buyback and growth investments can materially improve returns from current valuation levels. The Bull Case For Realty Income Could Change Following $1 Billion Convertible Notes And Buyback Plan
Negative Sentiment: Analysts characterize Realty Income as fully priced or expensive rather than a clear bargain. Its strong recent performance may leave less room for error, while higher interest costs or tenant weakness could pressure future results. Realty Income Stock Looks Fully Priced Despite Strong Returns And Income
Negative Sentiment: Ashton Thomas Private Wealth LLC reduced its Realty Income position by 20.5%, selling 11,873 shares. The transaction is small relative to the company’s market value but adds a modest institutional-selling signal. Realty Income Corporation Stock Position Reduced by Ashton Thomas Private Wealth LLC

Realty Income Stock Down 0.3%

Shares of NYSE O opened at $62.75 on Friday. The firm’s 50-day moving average is $63.07 and its two-hundred day moving average is $63.08. The company has a market capitalization of $59.38 billion, a PE ratio of 45.80, a price-to-earnings-growth ratio of 4.46 and a beta of 0.71. Realty Income Corporation has a 12-month low of $55.86 and a 12-month high of $67.93. The company has a debt-to-equity ratio of 0.73, a current ratio of 5.88 and a quick ratio of 5.88.

Realty Income (NYSE:O – Get Free Report) last issued its quarterly earnings data on Wednesday, August 5th. The real estate investment trust reported $1.09 earnings per share for the quarter, hitting analysts’ consensus estimates of $1.09. Realty Income had a net margin of 20.93% and a return on equity of 3.12%. The business had revenue of $1.55 billion during the quarter, compared to analysts’ expectations of $1.40 billion. During the same period last year, the company posted $1.05 EPS. The company’s revenue was up 9.7% on a year-over-year basis. Realty Income has set its FY 2026 guidance at 4.440-4.450 EPS. Equities analysts anticipate that Realty Income Corporation will post 4.43 EPS for the current fiscal year.

Realty Income Announces Dividend

The business also recently announced a monthly dividend, which was paid on Friday, August 14th. Shareholders of record on Friday, July 31st were issued a dividend of $0.271 per share. This represents a c) dividend on an annualized basis and a yield of 5.2%. The ex-dividend date was Friday, July 31st. Realty Income’s dividend payout ratio is 237.23%.

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.