Dearborn Partners LLC Makes New $4.64 Million Investment in Realty Income Corporation $O

Posted by Francis Steltz on Aug 28th, 2026

Dearborn Partners LLC acquired a new stake in shares of Realty Income Corporation (NYSE:O – Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 75,806 shares of the real estate investment trust’s stock, valued at approximately $4,638,000.

A number of other institutional investors have also recently made changes to their positions in the company. DGS Capital Management LLC lifted its position in shares of Realty Income by 4.3% in the fourth quarter. DGS Capital Management LLC now owns 3,836 shares of the real estate investment trust’s stock worth $216,000 after buying an additional 158 shares in the last quarter. Tactive Advisors LLC grew its holdings in Realty Income by 1.8% during the 2nd quarter. Tactive Advisors LLC now owns 9,239 shares of the real estate investment trust’s stock valued at $572,000 after buying an additional 163 shares in the last quarter. Patrick M Sweeney & Associates Inc. grew its holdings in Realty Income by 4.5% during the 4th quarter. Patrick M Sweeney & Associates Inc. now owns 3,801 shares of the real estate investment trust’s stock valued at $214,000 after buying an additional 164 shares in the last quarter. CYBER HORNET ETFs LLC increased its stake in Realty Income by 7.4% in the 4th quarter. CYBER HORNET ETFs LLC now owns 2,417 shares of the real estate investment trust’s stock worth $136,000 after acquiring an additional 166 shares during the last quarter. Finally, First National Trust Co raised its holdings in shares of Realty Income by 1.2% during the 4th quarter. First National Trust Co now owns 15,109 shares of the real estate investment trust’s stock worth $852,000 after acquiring an additional 180 shares in the last quarter. Hedge funds and other institutional investors own 70.81% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on O shares. Mizuho reduced their price target on shares of Realty Income from $68.00 to $66.00 and set a “neutral” rating on the stock in a research report on Wednesday, May 13th. Weiss Ratings raised shares of Realty Income from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, August 20th. Royal Bank Of Canada reduced their target price on shares of Realty Income from $71.00 to $70.00 and set an “outperform” rating on the stock in a report on Friday, August 7th. Scotiabank decreased their target price on shares of Realty Income from $72.00 to $67.00 and set a “sector outperform” rating on the stock in a research report on Thursday, June 18th. Finally, Huntington assumed coverage on shares of Realty Income in a report on Wednesday, July 15th. They issued an “outperform” rating and a $70.00 price target for the company. One research 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 given a Sell rating to the company. According to data from MarketBeat, Realty Income has a consensus rating of “Moderate Buy” and a consensus price target of $67.42.

Check Out Our Latest Analysis on O

Key Stories Impacting Realty Income

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

Positive Sentiment: Analysts continue to view Realty Income as a durable income investment. Rising adjusted funds from operations (AFFO), high occupancy and expansion into data centers are cited as support for the company’s ability to maintain and gradually grow its monthly dividend. Realty Income’s Dividend Growth Stays Durable: Should You Buy or Hold?
Positive Sentiment: Several articles emphasize Realty Income’s appeal as a long-term, monthly income vehicle, with one suggesting that options writing could enhance shareholder income. The company’s broad property portfolio and established dividend history remain key attractions for income-focused investors. Realty Income: Long-Term Income Name Enhanced Via Options Writing
Positive Sentiment: Other coverage presents Realty Income as a leading REIT for dependable retirement cash flow and highlights the tax advantages of holding dividend-producing assets in a Roth account. These articles may reinforce demand from yield-oriented investors, although they do not represent new company-specific developments. Realty Income: The Best REIT To Own
Neutral Sentiment: Coverage of Realty Income’s monthly dividend illustrates the cash flow generated by a $30,000 investment. The analysis supports the stock’s income appeal but is primarily educational and does not introduce a change to Realty Income’s fundamentals. Realty Income Pays a Monthly Dividend
Negative Sentiment: More cautious analysis argues that Realty Income’s business expansion has not yet accelerated growth, while another warns that bullish investors may be overlooking a valuation that is difficult to justify without faster earnings and dividend growth. These concerns likely weigh on the stock despite its defensive income characteristics. Realty Income: Business Expansion Has Not Accelerated Growth
Negative Sentiment: A comparison article favors VICI Properties over Realty Income for potential five-year performance, suggesting that investors seeking higher growth may find better opportunities elsewhere. This competitive framing adds pressure to Realty Income’s share-price outlook, even though it does not signal deterioration in the company’s current operations. Prediction: This High-Yield Dividend Stock Will Outperform Realty Income

Realty Income Stock Performance

NYSE O opened at $61.80 on Friday. The business’s 50 day moving average price is $63.28 and its 200-day moving average price is $63.17. Realty Income Corporation has a fifty-two week low of $55.86 and a fifty-two week high of $67.93. The company has a market cap of $58.48 billion, a P/E ratio of 45.11, a P/E/G ratio of 4.42 and a beta of 0.71. The company has a debt-to-equity ratio of 0.73, a quick ratio of 5.88 and a current ratio of 5.88.

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

Realty Income Announces Dividend

The company also recently announced a monthly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st will be issued a $0.271 dividend. This represents a c) annualized dividend and a dividend yield of 5.3%. The ex-dividend date is Monday, August 31st. Realty Income’s dividend payout ratio (DPR) is 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.