Soltis Investment Advisors LLC Raises Stake in Realty Income Corporation $O

Soltis Investment Advisors LLC raised its position in shares of Realty Income Corporation (NYSE:O) by 5.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 165,963 shares of the real estate investment trust’s stock after purchasing an additional 9,311 shares during the quarter. Soltis Investment Advisors LLC’s holdings in Realty Income were worth $9,355,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in O. Stance Capital LLC purchased a new position in Realty Income during the third quarter valued at approximately $27,000. Strengthening Families & Communities LLC lifted its holdings in Realty Income by 586.1% during the third quarter. Strengthening Families & Communities LLC now owns 494 shares of the real estate investment trust’s stock valued at $30,000 after purchasing 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 valued at $32,000 after purchasing an additional 215 shares in the last quarter. 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 valued at $36,000 after purchasing an additional 560 shares in the last quarter. Finally, Costello Asset Management INC purchased a new position in Realty Income during the fourth quarter valued at approximately $37,000. Hedge funds and other institutional investors own 70.81% of the company’s stock.

Analysts Set New Price Targets

O has been the topic of several analyst reports. Cantor Fitzgerald lifted their price target on shares of Realty Income from $60.00 to $68.00 and gave the company a “neutral” rating in a report on Friday, February 27th. Freedom Capital raised shares of Realty Income from a “hold” rating to a “strong-buy” rating in a report on Monday, May 11th. Deutsche Bank Aktiengesellschaft raised shares of Realty Income from a “hold” rating to a “buy” rating and set a $69.00 target price on the stock in a report on Tuesday, January 20th. Stifel Nicolaus boosted their target price on shares of Realty Income from $67.75 to $70.50 and gave the stock a “buy” rating in a report on Wednesday, February 25th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Realty Income in a report on Friday, April 10th. 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 assigned a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $67.35.

Realty Income News Summary

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

• Positive Sentiment: Realty Income reported stronger-than-expected Q1 results, with AFFO per share rising 6.6% and revenue/investment activity supporting the outlook. Management also raised full-year investment guidance after deploying about $2.8 billion at a 7.1% yield, which points to healthy acquisition spread and continued growth. Article Title
• Positive Sentiment: The company reaffirmed its monthly dividend and declared its 671st consecutive payout of $0.2705 per share, reinforcing the appeal of Realty Income as an income stock with a long record of shareholder returns. Article Title
• Positive Sentiment: Realty Income also expanded its private capital platform, raising $1.7 billion of cornerstone capital for its U.S. Core Plus fund and adding new institutional partnerships. That broader capital base could improve deal flow and support growth over time. Article Title
• Neutral Sentiment: Analyst commentary remains mixed: one note argues the Q1 improvement and raised guidance are encouraging, but that growth is still modest, keeping the stock in a “buy vs. hold” debate rather than a clear breakout story. Article Title
• Negative Sentiment: Separate coverage noted that one analyst cut the price target to $66, suggesting some Wall Street skepticism about near-term upside despite the dividend strength and operational progress. Article Title

Realty Income Price Performance

O stock opened at $61.15 on Friday. Realty Income Corporation has a one year low of $54.64 and a one year high of $67.93. The company’s fifty day moving average price is $62.99 and its 200-day moving average price is $60.86. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.56 and a current ratio of 1.56. The company has a market capitalization of $57.02 billion, a PE ratio of 50.12, a price-to-earnings-growth ratio of 4.80 and a beta of 0.75.

Realty Income (NYSE:O) last released its earnings results on Wednesday, May 6th. The real estate investment trust reported $1.13 EPS for the quarter, topping the consensus estimate 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 the consensus estimate of $1.39 billion. During the same quarter in the previous year, the firm earned $1.06 earnings per share. The company’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, equities analysts anticipate that Realty Income Corporation will post 4.45 EPS for the current fiscal year.

Realty Income Dividend Announcement

The firm also recently declared a monthly dividend, which will be paid on Monday, June 15th. Investors of record on Friday, May 29th will be paid a dividend of $0.2705 per share. The ex-dividend date of this dividend is Friday, May 29th. This represents a c) dividend on an annualized basis and a yield of 5.3%. Realty Income’s dividend payout ratio is presently 265.57%.

Insider Transactions at Realty Income

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

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.