National Pension Service Grows Stock Position in Realty Income Corporation $O

National Pension Service boosted its holdings in Realty Income Corporation (NYSE:O) by 3.1% during the second quarter, HoldingsChannel reports. The fund owned 1,668,650 shares of the real estate investment trust’s stock after buying an additional 50,790 shares during the period. National Pension Service’s holdings in Realty Income were worth $103,390,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the business. DGS Capital Management LLC increased its stake in Realty Income by 4.3% during the fourth quarter. DGS Capital Management LLC now owns 3,836 shares of the real estate investment trust’s stock worth $216,000 after acquiring an additional 158 shares during the last quarter. Tactive Advisors LLC grew its holdings in shares of Realty Income by 1.8% during the 2nd quarter. Tactive Advisors LLC now owns 9,239 shares of the real estate investment trust’s stock worth $572,000 after purchasing an additional 163 shares during the period. CYBER HORNET ETFs LLC grew its holdings in shares of Realty Income by 7.4% during the 4th quarter. CYBER HORNET ETFs LLC now owns 2,417 shares of the real estate investment trust’s stock worth $136,000 after purchasing an additional 166 shares during the period. First National Trust Co grew its holdings in shares of Realty Income by 1.2% during the 4th quarter. First National Trust Co now owns 15,109 shares of the real estate investment trust’s stock worth $852,000 after purchasing an additional 180 shares during the period. Finally, Convergence Financial LLC increased its position in shares of Realty Income by 0.9% during the 4th quarter. Convergence Financial LLC now owns 20,858 shares of the real estate investment trust’s stock worth $1,176,000 after purchasing an additional 185 shares during the last quarter. 70.81% of the stock is currently owned by hedge funds and other institutional investors.

Key Realty Income News

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

• Positive Sentiment: Realty Income raised its monthly dividend to $0.2715 per share, a 0.2% increase and its 136th dividend increase. The payment implies annualized dividends of approximately $3.258 per share and a yield near 5.4%, reinforcing the REIT’s appeal to income-oriented investors. Realty Income Hikes Its Dividend Again: Can Growth Continue?
• Positive Sentiment: The dividend increase is supported by solid adjusted funds from operations coverage, high portfolio occupancy and plans for additional investment, suggesting management remains confident in the REIT’s cash-flow outlook. Realty Income Just Made Its 136th Dividend Increase
• Positive Sentiment: Realty Income was highlighted among high-yield stocks suited to retirement income, which may attract investors seeking recurring cash distributions backed by operating cash flow. 5 High-Yield Dividend Stocks Built for Reliable Retirement Income
• Neutral Sentiment: Heavy investor searches indicate elevated attention around Realty Income, but search interest alone does not establish a change in the company’s fundamentals or valuation. Investors Heavily Search Realty Income Corporation
• Negative Sentiment: Realty Income has underperformed the broader Nasdaq recently. The stock’s decline reflects investor caution toward rate-sensitive REITs, particularly as the 10-year Treasury yield approaches 5%; higher bond yields make competing fixed-income investments more attractive and can raise Realty Income’s financing costs. Is Realty Income Underperforming the Nasdaq?

Analysts Set New Price Targets

O has been the topic of several research analyst reports. Evercore set a $68.00 price objective on shares of Realty Income in a report on Friday, August 7th. Barclays lowered their target price on shares of Realty Income from $67.00 to $65.00 and set an “equal weight” rating for the company in a research note on Friday, September 4th. Weiss Ratings raised shares of Realty Income from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, August 20th. Stifel Nicolaus set a $70.75 price objective on shares of Realty Income in a report on Tuesday, June 30th. Finally, Royal Bank Of Canada decreased their price objective on shares of Realty Income from $71.00 to $70.00 and set an “outperform” rating on the stock in a report on Friday, August 7th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Realty Income presently has a consensus rating of “Moderate Buy” and an average target price of $67.23.

Realty Income Price Performance

O stock opened at $59.56 on Friday. The business’s fifty day moving average price is $63.10 and its 200 day moving average price is $62.89. Realty Income Corporation has a 12-month low of $55.86 and a 12-month high of $67.93. The company has a current ratio of 5.88, a quick ratio of 5.88 and a debt-to-equity ratio of 0.73. The company has a market capitalization of $56.35 billion, a PE ratio of 43.47, a P/E/G ratio of 4.27 and a beta of 0.71.

Realty Income (NYSE:O) last announced its earnings results on Wednesday, August 5th. The real estate investment trust reported $1.09 EPS for the quarter, meeting analysts’ consensus estimates of $1.09. The company had revenue of $1.55 billion during the quarter, compared to analysts’ expectations of $1.40 billion. Realty Income had a return on equity of 3.12% and a net margin of 20.93%.Realty Income’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same period last year, the business posted $1.05 EPS. Realty Income has set its FY 2026 guidance at 4.440-4.450 EPS. On average, sell-side analysts anticipate that Realty Income Corporation will post 4.43 EPS for the current year.

Realty Income Increases Dividend

The firm also recently disclosed a monthly dividend, which will be paid on Thursday, October 15th. Stockholders of record on Wednesday, September 30th will be paid a $0.2715 dividend. The ex-dividend date of this dividend is Wednesday, September 30th. 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 5.5%. Realty Income’s payout ratio is 237.23%.

Realty Income Company Profile

Realty Income Corporation is a real estate investment trust (REIT) that owns and manages a diversified portfolio of commercial properties. The company primarily uses long-term, single-tenant, net lease agreements, under which tenants generally assume responsibility for property-level expenses such as maintenance, insurance and taxes.

Its portfolio includes retail, industrial, distribution, office, gaming and other commercial properties. Realty Income serves a broad range of tenants, including convenience stores, grocery stores, pharmacies, home improvement retailers, restaurants, logistics operators and other established businesses.