Versor Investments LP lowered its position in Realty Income Corporation (NYSE:O – Free Report) by 52.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 10,119 shares of the real estate investment trust’s stock after selling 10,951 shares during the quarter. Versor Investments LP’s holdings in Realty Income were worth $570,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other institutional investors and hedge funds also recently made changes to their positions in O. Vanguard Group Inc. increased its stake in shares of Realty Income by 2.5% in the third quarter. Vanguard Group Inc. now owns 149,730,338 shares of the real estate investment trust’s stock valued at $9,102,107,000 after buying an additional 3,594,127 shares during the period. State Street Corp increased its stake in shares of Realty Income by 2.1% in the third quarter. State Street Corp now owns 63,028,892 shares of the real estate investment trust’s stock valued at $3,831,526,000 after buying an additional 1,295,936 shares during the period. Barclays PLC increased its stake in shares of Realty Income by 52.7% in the third quarter. Barclays PLC now owns 2,741,766 shares of the real estate investment trust’s stock valued at $166,672,000 after buying an additional 946,815 shares during the period. Aew Capital Management L P increased its stake in shares of Realty Income by 44.5% in the third quarter. Aew Capital Management L P now owns 2,139,078 shares of the real estate investment trust’s stock valued at $130,035,000 after buying an additional 658,910 shares during the period. Finally, Raymond James Financial Inc. increased its stake in shares of Realty Income by 5.8% in the second quarter. Raymond James Financial Inc. now owns 12,011,841 shares of the real estate investment trust’s stock valued at $692,002,000 after buying an additional 654,958 shares during the period. Institutional investors and hedge funds own 70.81% of the company’s stock.
Wall Street Analysts Forecast Growth
O has been the subject of several recent research reports. Morgan Stanley set a $67.00 price objective on Realty Income in a research note on Monday, April 27th. Loop Capital set a $69.00 price objective on Realty Income in a research note on Monday, March 2nd. Mizuho lowered their price objective on Realty Income from $68.00 to $66.00 and set a “neutral” rating for the company in a research note on Wednesday. Barclays increased their target price on shares of Realty Income from $65.00 to $68.00 and gave the company an “equal weight” rating in a research report on Tuesday, April 21st. Finally, UBS Group increased their target price on shares of Realty Income from $66.00 to $72.00 and gave the company a “buy” rating in a research report on Monday, March 9th. One 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $67.35.
Insider Activity
In other Realty Income news, insider Michelle Bushore sold 7,400 shares of the stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $62.42, for a total transaction of $461,908.00. Following the transaction, the insider directly owned 67,641 shares in the company, valued at approximately $4,222,151.22. This represents a 9.86% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.10% of the company’s stock.
Key Stories Impacting Realty Income
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.
Realty Income Stock Performance
NYSE:O opened at $61.54 on Thursday. The company has a market capitalization of $57.38 billion, a PE ratio of 50.44, a P/E/G ratio of 4.91 and a beta of 0.75. The company has a 50 day simple moving average of $63.18 and a two-hundred day simple moving average of $60.84. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.56 and a current ratio of 1.56. Realty Income Corporation has a fifty-two week low of $54.38 and a fifty-two week high of $67.93.
Realty Income (NYSE:O – Get Free Report) last released its earnings results 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. The business had revenue of $1.55 billion during the quarter, compared to the consensus estimate of $1.39 billion. Realty Income had a net margin of 18.94% and a return on equity of 2.80%. The company’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.06 EPS. Realty Income has set its FY 2026 guidance at 4.410-4.440 EPS. Research analysts anticipate that Realty Income Corporation will post 4.42 earnings per share for the current year.
Realty Income Dividend Announcement
The firm also recently declared a monthly dividend, which will be paid on Friday, May 15th. Shareholders of record on Thursday, April 30th will be issued a dividend of $0.2705 per share. This represents a c) dividend on an annualized basis and a dividend yield of 5.3%. The ex-dividend date is Thursday, April 30th. Realty Income’s dividend payout ratio is presently 265.57%.
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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