Realty Income Corporation $O Stock Holdings Lowered by Private Management Group Inc.

Private Management Group Inc. lowered its position in shares of Realty Income Corporation (NYSE:O) by 17.1% in the 4th quarter, Holdings Channel reports. The fund owned 461,195 shares of the real estate investment trust’s stock after selling 95,313 shares during the period. Private Management Group Inc.’s holdings in Realty Income were worth $25,998,000 as of its most recent filing with the SEC.

Other institutional investors have also modified their holdings of the company. Vanguard Group Inc. lifted its holdings in Realty Income by 0.5% in the fourth quarter. Vanguard Group Inc. now owns 150,415,287 shares of the real estate investment trust’s stock worth $8,478,910,000 after purchasing an additional 684,949 shares during the period. State Street Corp lifted its holdings in Realty Income by 2.1% in the third quarter. State Street Corp now owns 63,028,892 shares of the real estate investment trust’s stock worth $3,831,526,000 after purchasing an additional 1,295,936 shares during the period. Geode Capital Management LLC lifted its holdings in Realty Income by 2.8% in the fourth quarter. Geode Capital Management LLC now owns 29,206,196 shares of the real estate investment trust’s stock worth $1,655,991,000 after purchasing an additional 793,100 shares during the period. Dimensional Fund Advisors LP lifted its holdings in Realty Income by 3.5% in the third quarter. Dimensional Fund Advisors LP now owns 12,671,171 shares of the real estate investment trust’s stock worth $770,273,000 after purchasing an additional 433,602 shares during the period. Finally, Raymond James Financial Inc. lifted its holdings in Realty Income by 1.5% in the third quarter. Raymond James Financial Inc. now owns 12,186,943 shares of the real estate investment trust’s stock worth $740,844,000 after purchasing an additional 175,102 shares during the period. Institutional investors own 70.81% of the company’s stock.

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 stock was sold at an average price of $62.42, for a total value of $461,908.00. Following the transaction, the insider 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 filing with the SEC, which is accessible through this link. 0.10% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

O has been the subject of several research analyst reports. Wall Street Zen raised shares of Realty Income from a “sell” rating to a “hold” rating in a report on Saturday, February 28th. Jefferies Financial Group initiated coverage on shares of Realty Income in a report on Monday, June 1st. They issued a “buy” rating and a $69.00 price objective for the company. Scotiabank reaffirmed an “outperform” rating on shares of Realty Income in a report on Tuesday, May 12th. Cantor Fitzgerald upped their price objective on shares of Realty Income from $60.00 to $68.00 and gave the stock a “neutral” rating in a report on Friday, February 27th. Finally, Freedom Capital raised shares of Realty Income from a “hold” rating to a “strong-buy” rating in a report on Monday, May 11th. One equities research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Realty Income presently has an average rating of “Hold” and an average target price of $67.46.

Realty Income Price Performance

Shares of NYSE O opened at $62.03 on Friday. The firm has a 50-day moving average of $62.42 and a two-hundred day moving average of $61.43. The company has a current ratio of 1.56, a quick ratio of 1.56 and a debt-to-equity ratio of 0.72. The company has a market capitalization of $57.84 billion, a price-to-earnings ratio of 50.85, a PEG ratio of 4.86 and a beta of 0.72. Realty Income Corporation has a twelve month low of $55.86 and a twelve month high of $67.93.

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 (EPS) for the quarter, topping the consensus estimate of $1.10 by $0.03. The firm had revenue of $1.55 billion for the quarter, compared to the consensus estimate of $1.39 billion. Realty Income had a return on equity of 2.80% and a net margin of 18.94%.The business’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.06 EPS. Realty Income has set its FY 2026 guidance at 4.410-4.440 EPS. As a group, analysts expect that Realty Income Corporation will post 4.44 earnings per share for the current fiscal year.

Realty Income Increases Dividend

The firm also recently announced a monthly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th will be issued a $0.271 dividend. The ex-dividend date is Tuesday, June 30th. This represents a c) dividend on an annualized basis 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 currently 266.39%.

About Realty Income

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.