Fjarde AP Fonden Fourth Swedish National Pension Fund Increases Position in Realty Income Corporation $O

Fjarde AP Fonden Fourth Swedish National Pension Fund boosted its stake in Realty Income Corporation (NYSE:O) by 56.1% in the first quarter, HoldingsChannel reports. The firm owned 276,353 shares of the real estate investment trust’s stock after acquiring an additional 99,300 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Realty Income were worth $16,907,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Norges Bank bought a new stake in Realty Income during the 4th quarter valued at $558,775,000. Morgan Stanley boosted its stake in shares of Realty Income by 21.6% in the fourth quarter. Morgan Stanley now owns 18,291,294 shares of the real estate investment trust’s stock worth $1,031,080,000 after buying an additional 3,252,091 shares during the last quarter. Deutsche Bank AG raised its holdings in Realty Income by 45.1% in the 4th quarter. Deutsche Bank AG now owns 4,998,963 shares of the real estate investment trust’s stock worth $281,792,000 after purchasing an additional 1,554,726 shares during the period. State Street Corp raised its holdings in Realty Income by 2.1% in the 3rd 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. Finally, Barclays PLC boosted its position in Realty Income by 52.7% during the third quarter. Barclays PLC now owns 2,741,766 shares of the real estate investment trust’s stock worth $166,672,000 after purchasing an additional 946,815 shares in the last quarter. 70.81% of the stock is currently owned by hedge funds and other institutional investors.

Realty Income News Summary

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

• Positive Sentiment: Realty Income announced its 135th dividend increase, reinforcing its reputation as a reliable monthly income stock and underscoring continued dividend growth. Article Title
• Positive Sentiment: Several new articles pitched Realty Income as a top REIT for passive income, which can attract income-oriented investors seeking stable monthly cash flow. Article Title
• Positive Sentiment: Coverage also highlighted Realty Income’s ongoing appeal to retirees and long-term passive-income investors, keeping the stock in focus as a defensive dividend name. Article Title
• Neutral Sentiment: The company announced that it will report second-quarter 2026 results on August 5, giving investors a near-term catalyst to watch. Article Title
• Neutral Sentiment: A brokerages note said Realty Income currently has a consensus rating of “Hold,” suggesting Wall Street remains constructive but not especially aggressive on the shares. Article Title
• Neutral Sentiment: One article discussed Realty Income’s data center partnership strategy, which could expand growth over time but remains a longer-term thesis rather than an immediate earnings driver. Article Title

Realty Income Stock Down 0.1%

Shares of NYSE O opened at $63.77 on Friday. 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 stock has a market cap of $59.46 billion, a PE ratio of 52.27, a price-to-earnings-growth ratio of 4.98 and a beta of 0.72. The business has a 50-day moving average price of $62.00 and a 200 day moving average price of $61.92. Realty Income Corporation has a 52-week low of $55.86 and a 52-week high of $67.93.

Realty Income (NYSE:O) last announced its quarterly earnings results on Wednesday, May 6th. The real estate investment trust reported $1.13 earnings per share for the quarter, beating analysts’ consensus estimates of $1.10 by $0.03. The business had revenue of $1.55 billion during the quarter, compared to analysts’ expectations 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% on a year-over-year basis. During the same quarter last year, the business posted $1.06 earnings per share. Realty Income has set its FY 2026 guidance at 4.410-4.440 EPS. Equities research analysts forecast that Realty Income Corporation will post 4.45 earnings per share for the current year.

Realty Income Increases Dividend

The company also recently disclosed a monthly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th will be given a $0.271 dividend. This is a boost from Realty Income’s previous monthly dividend of $0.27. This represents a c) dividend on an annualized basis and a dividend yield of 5.1%. The ex-dividend date of this dividend is Tuesday, June 30th. Realty Income’s dividend payout ratio (DPR) is presently 266.39%.

Wall Street Analyst Weigh In

O has been the topic of several research analyst reports. Stifel Nicolaus set a $70.75 price objective on Realty Income in a report on Tuesday. Scotiabank decreased their target price on Realty Income from $72.00 to $67.00 and set a “sector outperform” rating on the stock in a research report on Thursday, June 18th. Barclays lifted their price target on shares of Realty Income from $65.00 to $68.00 and gave the company an “equal weight” rating in a research note on Tuesday, April 21st. Morgan Stanley set a $67.00 price objective on Realty Income in a report on Monday, April 27th. Finally, UBS Group set a $67.00 target price on shares of Realty Income in a report on Thursday, June 18th. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Realty Income presently has an average rating of “Hold” and an average price target of $66.77.

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.