Callan Family Office LLC Makes New Investment in Realty Income Corporation $O

Posted by Brenda Bartman on Aug 24th, 2026

Callan Family Office LLC bought a new position in Realty Income Corporation (NYSE:O – Free Report) in the 2nd quarter, HoldingsChannel.com reports. The firm bought 23,657 shares of the real estate investment trust’s stock, valued at approximately $1,466,000.

Other institutional investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its position in Realty Income by 0.5% in the fourth 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 buying an additional 684,949 shares in the last quarter. Danske Bank A S lifted its holdings in Realty Income by 20.3% during the 4th 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. Nomura Asset Management Co. Ltd. increased its stake in shares of Realty Income by 0.7% in the 4th quarter. Nomura Asset Management Co. Ltd. now owns 2,323,920 shares of the real estate investment trust’s stock valued at $130,999,000 after buying an additional 16,546 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. raised its position in shares of Realty Income by 5.4% during the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 2,730,032 shares of the real estate investment trust’s stock worth $156,458,000 after acquiring an additional 140,685 shares during the last quarter. Finally, 1834 Investment Advisors Co. raised its position in shares of Realty Income by 86.7% during the fourth quarter. 1834 Investment Advisors Co. now owns 39,734 shares of the real estate investment trust’s stock worth $2,240,000 after acquiring an additional 18,455 shares during the last quarter. 70.81% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on O. Royal Bank Of Canada decreased 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. Freedom Capital raised Realty Income from a “hold” rating to a “strong-buy” rating in a report on Monday, May 11th. Huntington started coverage on shares of Realty Income in a research report on Wednesday, July 15th. They set an “outperform” rating and a $70.00 target price on the stock. Weiss Ratings upgraded shares of Realty Income from a “buy (b-)” rating to a “buy (b)” rating in a research report on Thursday. Finally, Stifel Nicolaus set a $70.75 price target on shares of Realty Income in a research report on Tuesday, June 30th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $67.42.

Get Our Latest Research Report on O

Key Stories Impacting Realty Income

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

Positive Sentiment: Analysts at Yahoo Finance argue that Realty Income could be approximately 12% undervalued following its recent convertible-note activity. The company’s monthly dividend, supported by an indicated yield of roughly 5.2%, remains a key attraction for income-focused investors. Realty Income Could Be 12% Undervalued Following New Convertible Note Issues
Positive Sentiment: Investment commentary continues to favor Realty Income as a dependable dividend stock because of its monthly payment schedule, relatively high yield, and recurring net-lease rental income. Other coverage also highlights its European expansion as a potential long-term growth engine. Why I Think the Best Dividend Stock Isn’t a Tech Name: It’s Realty Income
Neutral Sentiment: Realty Income completed or announced offerings totaling approximately $1.625 billion of convertible senior notes due 2031, including notes carrying a 3.750% coupon. The financing could improve liquidity and support acquisitions, but its equity-linked structure may increase future share dilution and adds to the company’s financing obligations. Realty Income Adds $1.625 Billion of Convertible Notes Due 2031
Neutral Sentiment: Articles continue to list Realty Income among monthly dividend payers and emphasize that investors may need roughly $19,000 to $20,000 invested to generate $1,000 in annual dividends at current yield levels. These reports reinforce income demand but do not materially change company fundamentals. 5 Monthly Dividend Payers to Own Heading Into September
Negative Sentiment: The new debt has likely contributed to near-term caution because investors must assess additional leverage, interest costs, and possible dilution from conversion. Realty Income’s recent short-term performance has also been weak, increasing pressure on the stock despite its dividend appeal.

Realty Income Stock Up 0.0%

NYSE:O opened at $62.61 on Monday. Realty Income Corporation has a 12-month low of $55.86 and a 12-month high of $67.93. The company has a quick ratio of 5.88, a current ratio of 5.88 and a debt-to-equity ratio of 0.73. The firm has a market capitalization of $59.24 billion, a P/E ratio of 45.70, a P/E/G ratio of 4.44 and a beta of 0.71. The stock’s fifty day simple moving average is $63.18 and its 200-day simple moving average is $63.17.

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

Realty Income Announces Dividend

The business also recently announced a monthly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st will be given a dividend of $0.271 per share. This represents a c) annualized dividend and a dividend yield of 5.2%. The ex-dividend date is Monday, August 31st. Realty Income’s payout ratio is presently 237.23%.

About Realty Income

(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.