Diversify Wealth Management LLC Acquires 12,393 Shares of Realty Income Corporation $O

Diversify Wealth Management LLC lifted its holdings in Realty Income Corporation (NYSE:O) by 31.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 52,321 shares of the real estate investment trust’s stock after purchasing an additional 12,393 shares during the quarter. Diversify Wealth Management LLC’s holdings in Realty Income were worth $3,099,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in O. Brighton Jones LLC lifted its position in shares of Realty Income by 11.2% in the fourth quarter. Brighton Jones LLC now owns 6,101 shares of the real estate investment trust’s stock worth $326,000 after purchasing an additional 615 shares in the last quarter. Bison Wealth LLC bought a new stake in shares of Realty Income in the fourth quarter worth $571,000. Empowered Funds LLC lifted its position in shares of Realty Income by 8.0% in the first quarter. Empowered Funds LLC now owns 18,029 shares of the real estate investment trust’s stock worth $1,041,000 after purchasing an additional 1,330 shares in the last quarter. Woodline Partners LP lifted its position in shares of Realty Income by 41.3% in the first quarter. Woodline Partners LP now owns 73,942 shares of the real estate investment trust’s stock worth $4,289,000 after purchasing an additional 21,603 shares in the last quarter. Finally, Intech Investment Management LLC lifted its position in shares of Realty Income by 14.9% in the first quarter. Intech Investment Management LLC now owns 25,401 shares of the real estate investment trust’s stock worth $1,474,000 after purchasing an additional 3,290 shares in the last quarter. Institutional investors own 70.81% of the company’s stock.

Realty Income Price Performance

Shares of O opened at $61.93 on Friday. The firm has a market capitalization of $57.75 billion, a PE ratio of 50.76, a PEG ratio of 4.21 and a beta of 0.75. The company’s 50-day moving average is $63.55 and its 200-day moving average is $60.79. Realty Income Corporation has a fifty-two week low of $54.38 and a fifty-two week high of $67.93. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.56 and a quick ratio of 1.40.

Realty Income (NYSE:O) last issued its quarterly earnings data on Wednesday, May 6th. The real estate investment trust reported $1.13 earnings per share for the quarter, beating the consensus estimate of $1.10 by $0.03. The company had revenue of $1.55 billion for the quarter, compared to analyst estimates 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 was up 12.2% on a year-over-year basis. During the same period in the prior year, the firm earned $1.06 earnings per share. Realty Income has set its FY 2026 guidance at 4.410-4.440 EPS. Equities analysts forecast that Realty Income Corporation will post 4.43 EPS for the current year.

Realty Income Dividend Announcement

The firm also recently declared a monthly dividend, which will be paid on Friday, May 15th. Investors of record on Thursday, April 30th will be paid a $0.2705 dividend. The ex-dividend date is Thursday, April 30th. This represents a c) annualized dividend and a dividend yield of 5.2%. Realty Income’s dividend payout ratio is 266.39%.

Trending Headlines about Realty Income

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

• Positive Sentiment: Q1 results beat expectations, with Realty Income posting FFO/AFFO per share of $1.13 and revenue of $1.55 billion, helped by strong occupancy and active investment activity. Realty Income Announces Operating Results for the Three Months Ended March 31, 2026
• Positive Sentiment: The company raised its 2026 AFFO guidance to $4.41-$4.44 and lifted expected investment volume to about $9.5 billion, signaling confidence in its acquisition pipeline and earnings growth. Realty Income targets $9.5B of 2026 investment volume while raising AFFO per share guidance to $4.41-$4.44
• Positive Sentiment: Analyst coverage remained supportive, with RBC raising its price target to $71 and keeping an outperform rating. Benzinga report on RBC price target increase
• Neutral Sentiment: Realty Income launched a new at-the-market equity program, which gives it more flexibility to fund growth but could also add to share count over time. Realty Income Launches New At-the-Market Equity Program
• Negative Sentiment: Investors are focused on the company’s trimmed annual outlook and concerns that higher interest expense and equity dilution could limit per-share growth, which may weigh on the stock. Realty Income beats Q1 targets but trims annual outlook
• Negative Sentiment: Some analysts downgraded the name to hold, arguing that revenue growth has not translated into faster FFO per share growth and that rising debt and share issuance remain headwinds. Realty Income Q1 Earnings: Topline Growth Met Flat FFO Per Share (Rating Downgrade)

Insider Activity at Realty Income

In related news, insider Michelle Bushore sold 7,400 shares of the company’s stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $62.42, for a total value 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 0.10% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on O. Freedom Capital lowered shares of Realty Income from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 2nd. Cantor Fitzgerald upped their price target on shares of Realty Income from $60.00 to $68.00 and gave the stock a “neutral” rating in a research report on Friday, February 27th. Loop Capital set a $69.00 price target on shares of Realty Income in a research report on Monday, March 2nd. Scotiabank upped their price target on shares of Realty Income from $67.00 to $69.00 and gave the stock a “sector outperform” rating in a research report on Wednesday, March 11th. Finally, UBS Group upped their price target on shares of Realty Income from $66.00 to $72.00 and gave the stock a “buy” rating in a research report on Monday, March 9th. Six research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $67.27.

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.