LM Advisors LLC lessened its stake in shares of Realty Income Corporation (NYSE:O – Free Report) by 93.7% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 834 shares of the real estate investment trust’s stock after selling 12,381 shares during the period. LM Advisors LLC’s holdings in Realty Income were worth $47,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors also recently bought and sold shares of the company. Stance Capital LLC purchased a new stake in Realty Income during the 3rd quarter valued at $27,000. Evolution Wealth Management Inc. raised its holdings in Realty Income by 257.1% during the 4th quarter. Evolution Wealth Management Inc. now owns 500 shares of the real estate investment trust’s stock valued at $28,000 after buying an additional 360 shares during the period. Quattro Advisors LLC purchased a new stake in Realty Income during the 4th quarter valued at $29,000. Ameriflex Group Inc. raised its holdings in Realty Income by 68.7% during the 3rd quarter. Ameriflex Group Inc. now owns 528 shares of the real estate investment trust’s stock valued at $32,000 after buying an additional 215 shares during the period. Finally, FNY Investment Advisers LLC raised its holdings in Realty Income by 622.2% during the 4th quarter. FNY Investment Advisers LLC now owns 650 shares of the real estate investment trust’s stock valued at $36,000 after buying an additional 560 shares during the period. Hedge funds and other institutional investors own 70.81% of the company’s stock.
Insider Activity
In other news, insider Michelle Bushore sold 7,400 shares of the stock in a transaction 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 owned 67,641 shares of the company’s stock, 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 can be accessed through this link. Insiders own 0.10% of the company’s stock.
Realty Income Stock Performance
Realty Income (NYSE:O – Get Free Report) last posted its quarterly earnings results on Wednesday, May 6th. The real estate investment trust reported $1.13 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.10 by $0.03. Realty Income had a return on equity of 2.80% and a net margin of 18.94%.The business had revenue of $1.55 billion for the quarter, compared to the consensus estimate of $1.39 billion. During the same quarter in the prior year, the company earned $1.06 EPS. The business’s 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. Analysts predict that Realty Income Corporation will post 4.44 earnings per share for the current year.
Realty Income Increases Dividend
The company also recently declared a monthly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th will be given a dividend of $0.271 per share. This represents a c) dividend on an annualized basis and a dividend yield of 5.2%. The ex-dividend date of this dividend is Tuesday, June 30th. This is a positive change from Realty Income’s previous monthly dividend of $0.27. Realty Income’s dividend payout ratio is currently 266.39%.
Key Stories Impacting Realty Income
Here are the key news stories impacting Realty Income this week:
- Positive Sentiment: Realty Income raised its monthly payout again, backed by high occupancy and stronger 2026 AFFO guidance, signaling continued dividend stability. O Raises the Payout: Can the Monthly Dividend Still Win Investors?
- Positive Sentiment: Lower interest rates have improved the case for income REITs like Realty Income, making its 5.3% yield look more appealing to retirees and dividend investors. Realty Income’s 5.3% Yield Is a Steal
- Neutral Sentiment: Realty Income was identified as a trending stock, reflecting heightened investor attention rather than a clear new fundamental catalyst. Realty Income Corporation (O) Is a Trending Stock
- Neutral Sentiment: Broader articles about building dividend income used Realty Income as an example of a monthly payer, but those pieces were mostly educational rather than stock-moving. How to Build $12,000 a Month in Dividend Income
Analyst Upgrades and Downgrades
Several research firms recently weighed in on O. Jefferies Financial Group initiated coverage on Realty Income in a report on Monday, June 1st. They set a “buy” rating and a $69.00 price target on the stock. Scotiabank reiterated an “outperform” rating on shares of Realty Income in a research note on Tuesday, May 12th. Morgan Stanley set a $67.00 target price on Realty Income in a research note on Monday, April 27th. Freedom Capital upgraded Realty Income from a “hold” rating to a “strong-buy” rating in a research note on Monday, May 11th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Realty Income in a research note on Friday, April 10th. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $67.46.
Read Our Latest Research Report on Realty Income
Realty Income 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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