Security National Bank of Sioux City Iowa IA Raises Stake in Realty Income Corporation $O

Posted by George Bondi on Sep 18th, 2026

Security National Bank of Sioux City Iowa IA increased its holdings in shares of Realty Income Corporation (NYSE:O – Free Report) by 27.2% in the second quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 42,266 shares of the real estate investment trust’s stock after purchasing an additional 9,040 shares during the quarter. Realty Income accounts for about 1.1% of Security National Bank of Sioux City Iowa IA’s investment portfolio, making the stock its 29th largest holding. Security National Bank of Sioux City Iowa IA’s holdings in Realty Income were worth $2,619,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of O. MCF Advisors LLC increased its position in shares of Realty Income by 43.2% in the second quarter. MCF Advisors LLC now owns 3,455 shares of the real estate investment trust’s stock worth $214,000 after acquiring an additional 1,043 shares in the last quarter. National Pension Service boosted its position in Realty Income by 3.1% during the 2nd quarter. National Pension Service now owns 1,668,650 shares of the real estate investment trust’s stock worth $103,390,000 after purchasing an additional 50,790 shares during the period. WINTON GROUP Ltd purchased a new stake in Realty Income during the 2nd quarter worth $936,000. Engineers Gate Manager LP acquired a new stake in Realty Income in the 2nd quarter valued at $287,000. Finally, Pinnacle Wealth Management Advisory Group LLC acquired a new stake in Realty Income in the 2nd quarter valued at $215,000. Hedge funds and other institutional investors own 70.81% of the company’s stock.

Realty Income Stock Down 1.1%

Shares of NYSE:O traded down $0.66 during midday trading on Friday, reaching $56.66. The company had a trading volume of 15,190,209 shares, compared to its average volume of 6,118,456. The stock has a market capitalization of $53.62 billion, a P/E ratio of 41.36, a PEG ratio of 4.06 and a beta of 0.71. The stock’s fifty day moving average price is $62.59 and its 200-day moving average price is $62.60. 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 Corporation has a one year low of $55.86 and a one year 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 earnings per share for the quarter, hitting the consensus estimate of $1.09. The company had revenue of $1.55 billion during the quarter, compared to analyst estimates of $1.40 billion. Realty Income had a net margin of 20.93% and a return on equity of 3.12%. The firm’s revenue for the quarter was up 9.7% compared to the same quarter last year. During the same period last year, the business earned $1.05 EPS. Realty Income has set its FY 2026 guidance at 4.440-4.450 EPS. Equities research analysts expect that Realty Income Corporation will post 4.42 earnings per share for the current fiscal year.

Realty Income Increases Dividend

The company also recently declared a monthly dividend, which will be paid on Thursday, October 15th. Investors of record on Wednesday, September 30th will be paid a $0.2715 dividend. This represents a c) dividend on an annualized basis and a yield of 5.7%. This is a positive change from Realty Income’s previous monthly dividend of $0.27. The ex-dividend date is Wednesday, September 30th. Realty Income’s payout ratio is 237.23%.

Key Stories Impacting Realty Income

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

Positive Sentiment: Dividend raised for the 136th time. Realty Income increased its monthly dividend to $0.2715 per share from $0.2710. The October 15 payment will go to shareholders of record on September 30, reinforcing the REIT’s long-term income track record and potentially supporting demand from income-focused investors. Dividend increase article
Positive Sentiment: KKR partnership could improve capital flexibility. Realty Income is pursuing a European property venture in which KKR-advised capital accounts would invest €528 million for a 49% interest. The transaction would provide gross proceeds while Realty Income retains a majority interest, potentially helping fund acquisitions and reduce balance-sheet pressure. Closing is expected September 30, subject to customary conditions. KKR partner investment article
Neutral Sentiment: Monthly income appeal remains a key investment theme. Coverage highlighting Realty Income’s monthly distributions and potential tax advantages inside a Roth IRA may increase visibility among retail and retirement investors, but it does not change the company’s earnings or cash flow fundamentals. Monthly dividend and Roth IRA article
Negative Sentiment: Analyst price target lowered. Mizuho cut its Realty Income target to $61 from $66 and maintained a neutral rating. The revision signals limited expected upside and likely adds selling pressure, particularly with the shares trading well below their long-term moving averages.
Negative Sentiment: Higher-for-longer interest rates remain a headwind. Analyst commentary argues that elevated borrowing costs have weakened the traditional REIT playbook. Higher rates can make Realty Income’s dividend less competitive versus bonds, increase financing costs and constrain acquisition-driven growth. Higher-for-longer rates analysis

Analyst Upgrades and Downgrades

Several research analysts have commented on O shares. Royal Bank Of Canada cut their price objective on Realty Income from $71.00 to $70.00 and set an “outperform” rating on the stock in a research report on Friday, August 7th. Huntington initiated coverage on Realty Income in a research report on Wednesday, July 15th. They issued an “outperform” rating and a $70.00 target price for the company. Jefferies Financial Group began coverage on shares of Realty Income in a report on Monday, June 1st. They issued a “buy” rating and a $69.00 price objective on the stock. Stifel Nicolaus set a $70.75 price objective on shares of Realty Income in a research report on Tuesday, June 30th. Finally, UBS Group set a $67.00 target price on Realty Income in a research report on Thursday, June 18th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $66.92.

Read Our Latest Research Report on O

About Realty Income

(Free Report)

Realty Income Corporation is a real estate investment trust (REIT) that owns and manages a diversified portfolio of commercial properties. The company primarily uses long-term, single-tenant, net lease agreements, under which tenants generally assume responsibility for property-level expenses such as maintenance, insurance and taxes.

Its portfolio includes retail, industrial, distribution, office, gaming and other commercial properties. Realty Income serves a broad range of tenants, including convenience stores, grocery stores, pharmacies, home improvement retailers, restaurants, logistics operators and other established businesses.