Trust Co. of Vermont Has $15.89 Million Holdings in Realty Income Corporation $O

Trust Co. of Vermont grew its holdings in shares of Realty Income Corporation (NYSE:O) by 4.2% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 281,792 shares of the real estate investment trust’s stock after buying an additional 11,393 shares during the period. Trust Co. of Vermont’s holdings in Realty Income were worth $15,885,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. Applied Capital LLC FL lifted its position in shares of Realty Income by 13.5% during the 4th quarter. Applied Capital LLC FL now owns 25,417 shares of the real estate investment trust’s stock valued at $1,433,000 after acquiring an additional 3,016 shares during the period. Linden Thomas Advisory Services LLC grew its holdings in Realty Income by 1.6% in the fourth quarter. Linden Thomas Advisory Services LLC now owns 24,621 shares of the real estate investment trust’s stock worth $1,388,000 after purchasing an additional 384 shares during the period. Capital Advisors Inc. OK increased its stake in Realty Income by 0.9% in the fourth quarter. Capital Advisors Inc. OK now owns 680,843 shares of the real estate investment trust’s stock valued at $38,379,000 after purchasing an additional 6,240 shares in the last quarter. Cohen Investment Advisors LLC increased its stake in Realty Income by 3.2% in the fourth quarter. Cohen Investment Advisors LLC now owns 53,816 shares of the real estate investment trust’s stock valued at $3,034,000 after purchasing an additional 1,650 shares in the last quarter. Finally, MFA Wealth Services raised its holdings in shares of Realty Income by 21.4% during the fourth quarter. MFA Wealth Services now owns 9,317 shares of the real estate investment trust’s stock valued at $525,000 after purchasing an additional 1,645 shares during the period. Institutional investors and hedge funds own 70.81% of the company’s stock.

Realty Income Stock Up 1.3%

Shares of NYSE O opened at $61.97 on Thursday. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.40 and a quick ratio of 1.40. The company has a 50-day moving average price of $63.51 and a 200-day moving average price of $60.15. The stock has a market capitalization of $57.78 billion, a P/E ratio of 52.97, a P/E/G ratio of 4.63 and a beta of 0.79. Realty Income Corporation has a 1 year low of $50.71 and a 1 year high of $67.93.

Realty Income (NYSE:O) last posted its earnings results on Tuesday, February 24th. The real estate investment trust reported $1.08 earnings per share for the quarter, hitting analysts’ consensus estimates of $1.08. The company had revenue of $1.40 billion for the quarter, compared to analyst estimates of $1.40 billion. Realty Income had a net margin of 18.41% and a return on equity of 2.68%. The firm’s revenue was up 11.0% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.05 EPS. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. On average, equities research analysts forecast that Realty Income Corporation will post 4.19 EPS for the current fiscal year.

Realty Income Increases Dividend

The business also recently announced a monthly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be given a dividend of $0.2705 per share. The ex-dividend date of this dividend is Tuesday, March 31st. This is a positive change from Realty Income’s previous monthly dividend of $0.27. This represents a c) annualized dividend and a dividend yield of 5.2%. Realty Income’s payout ratio is presently 277.78%.

Trending Headlines about Realty Income

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

• Positive Sentiment: Large Apollo joint-venture monetization — Apollo-managed funds agreed to invest $1.0 billion for a 49% stake in a JV owning roughly 500 long?term net?leased U.S. retail properties, which provides Realty Income with immediate capital, risk-sharing and balance-sheet flexibility. The Bull Case For Realty Income (O) Could Change Following New Apollo JV And Euro-Linked Financing
• Positive Sentiment: Debt refinancing and currency strategy — Realty Income priced $800M of senior notes due 2033 (4.750%, effective yield ~5.05%) and executed a $500M U.S.-to-Euro cross?currency swap to lower its effective euro funding cost, extending maturities and locking fixed rates on a portion of debt. That reduces near?term refinancing risk and funds growth. Realty Income Prices $800 Million Offering of Senior Notes due 2033
• Positive Sentiment: Quarterly results and FY26 guidance are steady — most recent quarterly EPS and revenue met consensus, revenue grew year?over?year, and Realty Income reiterated FY2026 EPS guidance (4.380–4.420), supporting the view of stable cashflow to back the monthly dividend. Realty Income Corp. (O) Surpasses Market Returns: Some Facts Worth Knowing
• Neutral Sentiment: Increased media/trending attention—several outlets and analyst commentaries (Zacks, Yahoo, MarketWatch, Seeking Alpha) are highlighting Realty Income’s dividend story and valuation, which can boost retail interest but doesn’t change fundamentals immediately. Realty Income Corporation (O) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Sector tailwinds for dividend hunters — coverage noting REITs’ attractive yields versus Treasuries may keep income-focused flows into names like O, even as macro headwinds persist. REITs Are the S&P 500’s Highest Yielding Sector. Realty Income and 3 More to Buy Now.
• Negative Sentiment: Recent price weakness and rate fears — some recent pieces note a roughly month?long decline and discounted valuations driven by macro/rate concerns; persistent rate volatility could pressure REIT multiples and total return. Realty Income Drops 9.5% in a Month: Is It a Buying Opportunity Now?
• Negative Sentiment: Peer comparisons and dividend trade-offs — commentary comparing Realty Income to smaller peers with stronger dividend streaks could steer yield?seeking investors toward alternatives, adding competitive pressure on valuation. Realty Income is Great, But NNN Does One Thing Better

Analyst Ratings Changes

A number of equities analysts have recently issued reports on O shares. Loop Capital set a $69.00 price objective on shares of Realty Income in a research report on Monday, March 2nd. Cantor Fitzgerald boosted their target price on Realty Income from $60.00 to $68.00 and gave the company a “neutral” rating in a research report on Friday, February 27th. 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. Freedom Capital cut Realty Income from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 2nd. Finally, Royal Bank Of Canada boosted their price objective on Realty Income from $61.00 to $70.00 and gave the company an “outperform” rating in a report on Wednesday, February 25th. Six equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $66.39.

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.