Realty Income Corporation (NYSE:O) Receives Consensus Rating of “Hold” from Analysts

Shares of Realty Income Corporation (NYSE:O) have been assigned an average recommendation of “Hold” from the sixteen brokerages that are currently covering the firm, Marketbeat Ratings reports. One research analyst has rated the stock with a sell recommendation, eight have assigned a hold recommendation, six have issued a buy recommendation and one has given a strong buy recommendation to the company. The average 12 month price objective among brokers that have updated their coverage on the stock in the last year is $67.4643.

A number of analysts recently weighed in on the stock. Jefferies Financial Group started coverage on shares of Realty Income in a report on Monday, June 1st. They issued a “buy” rating and a $69.00 price target for the company. Stifel Nicolaus increased their price objective on Realty Income from $67.75 to $70.50 and gave the company a “buy” rating in a research report on Wednesday, February 25th. Freedom Capital raised Realty Income from a “hold” rating to a “strong-buy” rating in a research note on Monday, May 11th. Scotiabank reaffirmed an “outperform” rating on shares of Realty Income in a research note on Tuesday, May 12th. Finally, Evercore reiterated a “positive” rating on shares of Realty Income in a report on Wednesday, February 25th.

Realty Income Stock Down 0.1%

Shares of NYSE O opened at $62.03 on Friday. Realty Income has a 12-month low of $55.86 and a 12-month high of $67.93. The firm’s 50-day simple moving average is $62.42 and its 200 day simple moving average is $61.43. The company has a quick ratio of 1.56, a current ratio of 1.56 and a debt-to-equity ratio of 0.72. The company has a market cap of $57.84 billion, a price-to-earnings ratio of 50.85, a price-to-earnings-growth ratio of 4.86 and a beta of 0.72.

Realty Income (NYSE:O) last posted 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. 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 during the quarter, compared to analysts’ expectations of $1.39 billion. During the same quarter last year, the company posted $1.06 EPS. 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, research analysts expect that Realty Income will post 4.44 earnings per share for the current fiscal year.

Realty Income Increases Dividend

The firm 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. The ex-dividend date is Tuesday, June 30th. This represents a c) annualized dividend and a dividend yield of 5.2%. This is a positive change from Realty Income’s previous monthly dividend of $0.27. Realty Income’s dividend payout ratio is presently 266.39%.

Key Stories Impacting Realty Income

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

• Positive Sentiment: Realty Income increased its monthly dividend to $0.271 per share, extending its reputation as a reliable income payer and signaling confidence in cash flow stability.
• Positive Sentiment: The company’s raised 2026 AFFO guidance and reported 98.9% occupancy suggest strong portfolio performance and continued support for dividend growth. O Raises the Payout: Can the Monthly Dividend Still Win Investors?
• Positive Sentiment: Analysts and recent commentary are framing the higher dividend as a sign that the investment case for Realty Income may be improving, especially for yield-focused investors. Is Realty Income’s Higher Dividend And AFFO Outlook Altering The Investment Case For O?
• Neutral Sentiment: Several articles highlighted Realty Income as a candidate for investors seeking large monthly income streams, but these pieces were mostly promotional and did not add new company-specific catalysts.
• Neutral Sentiment: One analysis compared Realty Income with EastGroup Properties on cost of capital and execution, which is more of a valuation/strategy discussion than an immediate stock-moving event. Realty Income Vs. EastGroup: A Case Study In Overcoming Cost Of Capital
• Negative Sentiment: Higher interest rates remain a headwind for REIT valuations and may limit upside even as the dividend outlook improves.

Insider Buying and Selling at Realty Income

In related news, insider Michelle Bushore sold 7,400 shares of the stock in a transaction that occurred on 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 $4,222,151.22. This represents a 9.86% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 0.10% of the stock is currently owned by company insiders.

Institutional Trading of Realty Income

Several institutional investors and hedge funds have recently made changes to their positions in the business. EFG International AG acquired a new stake in shares of Realty Income during the fourth quarter worth $26,000. Stance Capital LLC bought a new position in Realty Income during the third quarter worth about $27,000. Evolution Wealth Management Inc. boosted its holdings in Realty Income by 257.1% during the fourth quarter. Evolution Wealth Management Inc. now owns 500 shares of the real estate investment trust’s stock worth $28,000 after buying an additional 360 shares during the last quarter. Quattro Advisors LLC acquired a new position in shares of Realty Income during the 4th quarter worth about $29,000. Finally, Ameriflex Group Inc. grew its position in shares of Realty Income by 68.7% during the 3rd quarter. Ameriflex Group Inc. now owns 528 shares of the real estate investment trust’s stock worth $32,000 after buying an additional 215 shares during the period. Institutional investors own 70.81% of the company’s stock.

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.