NewEdge Wealth LLC Increases Stake in Realty Income Corporation $O

Posted by Brian Himes on May 14th, 2026

NewEdge Wealth LLC lifted its position in Realty Income Corporation (NYSE:O – Free Report) by 44.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 26,449 shares of the real estate investment trust’s stock after acquiring an additional 8,178 shares during the quarter. NewEdge Wealth LLC’s holdings in Realty Income were worth $1,491,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Stance Capital LLC purchased a new stake in shares of Realty Income in the 3rd quarter worth approximately $27,000. Strengthening Families & Communities LLC raised its stake in Realty Income by 586.1% in the third quarter. Strengthening Families & Communities LLC now owns 494 shares of the real estate investment trust’s stock worth $30,000 after buying an additional 422 shares in the last quarter. Ameriflex Group Inc. lifted its holdings in Realty Income by 68.7% during the third quarter. Ameriflex Group Inc. now owns 528 shares of the real estate investment trust’s stock worth $32,000 after buying an additional 215 shares during the period. FNY Investment Advisers LLC lifted its holdings in Realty Income by 622.2% during the fourth quarter. FNY Investment Advisers LLC now owns 650 shares of the real estate investment trust’s stock worth $36,000 after buying an additional 560 shares during the period. Finally, Costello Asset Management INC bought a new stake in Realty Income during the 4th quarter valued at $37,000. Hedge funds and other institutional investors own 70.81% of the company’s stock.

Realty Income Trading Down 1.6%

NYSE O opened at $61.54 on Thursday. Realty Income Corporation has a 12-month low of $54.38 and a 12-month high of $67.93. The company has a fifty day simple moving average of $63.18 and a two-hundred day simple moving average of $60.84. The company has a current ratio of 1.56, a quick ratio of 1.56 and a debt-to-equity ratio of 0.72. The stock has a market cap of $57.38 billion, a P/E ratio of 50.44, a P/E/G ratio of 4.91 and a beta of 0.75.

Realty Income (NYSE:O – Get Free Report) last announced its quarterly earnings data on Wednesday, May 6th. The real estate investment trust reported $1.13 earnings per share for the quarter, beating analysts’ consensus estimates of $1.10 by $0.03. Realty Income had a net margin of 18.94% and a return on equity of 2.80%. The firm had revenue of $1.55 billion for the quarter, compared to analyst estimates of $1.39 billion. During the same period in the previous year, the company earned $1.06 earnings per share. The business’s quarterly revenue was up 12.2% compared to the same quarter last year. Realty Income has set its FY 2026 guidance at 4.410-4.440 EPS. On average, analysts forecast that Realty Income Corporation will post 4.42 earnings per share for the current year.

Realty Income Dividend Announcement

The company also recently disclosed a monthly dividend, which will be paid on Friday, May 15th. Stockholders of record on Thursday, April 30th will be issued a $0.2705 dividend. The ex-dividend date of this dividend is Thursday, April 30th. This represents a c) dividend on an annualized basis and a dividend yield of 5.3%. Realty Income’s dividend payout ratio is currently 265.57%.

Insider Activity

In related news, insider Michelle Bushore sold 7,400 shares of Realty Income stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $62.42, for a total transaction of $461,908.00. Following the completion of the sale, the insider owned 67,641 shares of the company’s stock, valued at $4,222,151.22. The trade was a 9.86% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.10% of the stock is currently owned by insiders.

Key Realty Income News

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

Positive Sentiment: Realty Income lifted its 2026 forecast after a strong first quarter and continued capital expansion, which signals management sees healthier earnings and growth ahead. Realty Income lifts 2026 forecast after strong Q1 and capital expansion
Positive Sentiment: Scotiabank raised its price target on Realty Income and reiterated a bullish outlook, suggesting analysts see more upside after the recent earnings report.
Positive Sentiment: Freedom Capital upgraded the stock to strong-buy, and another note on Seeking Alpha also highlighted attractive risk/reward after Q1 earnings, adding to the positive post-earnings sentiment. Realty Income raised to Buy on attractive risk-reward after Q1 earnings
Neutral Sentiment: Analysts overall still rate Realty Income around Hold, indicating the market sees the stock as fairly valued rather than a clear bargain or a clear overvalued name. Realty Income Corporation (NYSE:O) Receives Average Rating of “Hold” from Analysts
Neutral Sentiment: The company’s Q1 operating results were solid, with net income and adjusted funds from operations improving, but this appears to be largely priced in after the earnings release. Realty Income (O) Announces Operating Results for 3 Months ended March 31, 2026
Negative Sentiment: Mizuho cut its price target from $68 to $66 and maintained a neutral rating, which likely limited enthusiasm and may be pressuring the shares.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on the company. Deutsche Bank Aktiengesellschaft upgraded Realty Income from a “hold” rating to a “buy” rating and set a $69.00 price target on the stock in a report on Tuesday, January 20th. Royal Bank Of Canada lifted their target price on Realty Income from $70.00 to $71.00 and gave the company an “outperform” rating in a research note on Thursday, May 7th. Morgan Stanley set a $67.00 price target on shares of Realty Income in a research report on Monday, April 27th. Stifel Nicolaus raised their target price on shares of Realty Income from $67.75 to $70.50 and gave the company a “buy” rating in a research note on Wednesday, February 25th. Finally, Scotiabank reissued an “outperform” rating on shares of Realty Income in a report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Realty Income presently has an average rating of “Hold” and an average price target of $67.35.

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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.