Camelot Portfolios LLC acquired a new stake in shares of Realty Income Corporation (NYSE:O – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 9,938 shares of the real estate investment trust’s stock, valued at approximately $616,000.
Several other large investors also recently added to or reduced their stakes in O. DGS Capital Management LLC raised 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 purchasing an additional 158 shares in the last quarter. Tactive Advisors LLC grew its stake in Realty Income by 1.8% in 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 during the last quarter. Patrick M Sweeney & Associates Inc. grew its position in shares of 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 valued at $214,000 after purchasing an additional 164 shares during the last quarter. CYBER HORNET ETFs LLC increased its stake in shares of Realty Income by 7.4% in the fourth quarter. CYBER HORNET ETFs LLC now owns 2,417 shares of the real estate investment trust’s stock worth $136,000 after purchasing an additional 166 shares during the period. Finally, First National Trust Co increased its stake in shares of Realty Income by 1.2% in the fourth quarter. First National Trust Co now owns 15,109 shares of the real estate investment trust’s stock worth $852,000 after purchasing an additional 180 shares during the period. 70.81% of the stock is owned by institutional investors.
Analyst Ratings Changes
Several analysts recently weighed in on O shares. Stifel Nicolaus set a $70.75 target price on Realty Income in a research note on Tuesday, June 30th. Robert W. Baird upped their price target on Realty Income from $64.00 to $65.00 and gave the stock a “neutral” rating in a report on Monday, July 6th. Jefferies Financial Group began coverage on Realty Income in a research report on Monday, June 1st. They issued a “buy” rating and a $69.00 price objective for the company. Barclays dropped their target price on shares of Realty Income from $68.00 to $67.00 and set an “equal weight” rating on the stock in a research report on Wednesday, July 22nd. Finally, Wells Fargo & Company upped their target price on shares of Realty Income from $64.00 to $65.00 and gave the company an “equal weight” rating in a research note on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Realty Income presently has an average rating of “Moderate Buy” and an average target price of $67.42.
Realty Income Trading Up 0.1%
Shares of O opened at $62.03 on Monday. The stock’s 50-day moving average price is $63.31 and its 200 day moving average price is $63.16. 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 $58.69 billion, a price-to-earnings ratio of 45.28, a P/E/G ratio of 4.40 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.
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. Realty Income had a return on equity of 3.12% and a net margin of 20.93%.The company had revenue of $1.55 billion during the quarter, compared to the consensus estimate of $1.40 billion. During the same quarter last year, the company earned $1.05 EPS. The company’s quarterly 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. As a group, research analysts predict that Realty Income Corporation will post 4.43 earnings per share for the current year.
Realty Income Dividend Announcement
The company also recently announced a monthly dividend, which will be paid on Tuesday, September 15th. Investors of record on Monday, August 31st will be given a $0.271 dividend. This represents a c) annualized dividend and a yield of 5.2%. The ex-dividend date of this dividend is Monday, August 31st. Realty Income’s dividend payout ratio (DPR) is 237.23%.
Realty Income News Roundup
Here are the key news stories impacting Realty Income this week:
- Positive Sentiment: Falling bond yields could improve the appeal of Realty Income’s dividend yield relative to fixed-income alternatives. The company’s diversified net-lease portfolio and monthly distributions make it a potential beneficiary of renewed REIT demand. Could Falling Yields Make REIT Stocks Worth a Second Look?
- Positive Sentiment: Realty Income’s rising adjusted funds from operations, high occupancy and expansion into data centers are cited as support for continued dividend durability, even though payout growth is measured. Realty Income’s Dividend Growth Stays Durable: Should You Buy or Hold?
- Positive Sentiment: Several income-focused articles continue to present Realty Income as a dependable monthly dividend payer and a high-quality REIT for long-term investors, potentially supporting demand from retirees and yield-oriented shareholders. Realty Income: The Best REIT To Own
- Positive Sentiment: Options-writing strategies may offer investors a way to enhance income from Realty Income shares, although this is an investment approach rather than a change to the company’s fundamentals. Realty Income: Long-Term Income Name ‘Enhanced’ Via Options Writing
- Neutral Sentiment: Realty Income’s ordinary-income distributions can create a relatively high tax burden in taxable accounts, making the stock potentially more attractive in tax-advantaged accounts such as Roth IRAs. These 5 Dividend Stocks Lose the Most to Taxes Outside a Roth
- Negative Sentiment: Critics argue that Realty Income’s acquisitions and broader business expansion have not accelerated growth enough, while Lamar Advertising is viewed as having stronger acquisition execution. Lamar’s Acquisition Prowess Outshines Realty Income
- Negative Sentiment: Other commentary suggests investors may find better five-year total-return potential in VICI Properties, increasing competitive pressure on Realty Income among high-yield REITs. Prediction: This High-Yield Dividend Stock Will Outperform Realty Income Over the Next 5 Years
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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