Nordea Investment Management AB lifted its position in shares of Realty Income Corporation (NYSE:O – Free Report) by 10.9% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 88,699 shares of the real estate investment trust’s stock after purchasing an additional 8,710 shares during the quarter. Nordea Investment Management AB’s holdings in Realty Income were worth $5,379,000 as of its most recent filing with the Securities & Exchange Commission.
Other institutional investors have also added to or reduced their stakes in the company. State Street Corp increased its stake in Realty Income by 1.1% in the 2nd quarter. State Street Corp now owns 61,732,956 shares of the real estate investment trust’s stock worth $3,556,436,000 after buying an additional 676,697 shares in the last quarter. Trust Co. of Vermont grew its position in shares of Realty Income by 2.7% during the second quarter. Trust Co. of Vermont now owns 262,700 shares of the real estate investment trust’s stock worth $15,134,000 after purchasing an additional 6,885 shares in the last quarter. OLD National Bancorp IN purchased a new stake in shares of Realty Income during the third quarter worth about $3,391,000. Federated Hermes Inc. raised its stake in Realty Income by 13.1% during the 2nd quarter. Federated Hermes Inc. now owns 2,669,031 shares of the real estate investment trust’s stock valued at $153,763,000 after purchasing an additional 309,902 shares during the period. Finally, Bank of New York Mellon Corp lifted its holdings in Realty Income by 1.5% in the 2nd quarter. Bank of New York Mellon Corp now owns 5,813,174 shares of the real estate investment trust’s stock worth $334,897,000 after purchasing an additional 84,066 shares in the last quarter. Institutional investors own 70.81% of the company’s stock.
Wall Street Analysts Forecast Growth
A number of brokerages have issued reports on O. Royal Bank Of Canada increased their price objective on shares of Realty Income from $60.00 to $61.00 and gave the company an “outperform” rating in a report on Tuesday, November 4th. Weiss Ratings restated a “hold (c)” rating on shares of Realty Income in a research report on Monday, December 29th. Barclays lifted their price target on shares of Realty Income from $63.00 to $64.00 and gave the company an “equal weight” rating in a report on Wednesday, December 3rd. Wall Street Zen downgraded shares of Realty Income from a “hold” rating to a “sell” rating in a report on Sunday. Finally, Cantor Fitzgerald reduced their target price on Realty Income from $64.00 to $60.00 and set a “neutral” rating on the stock in a report on Thursday, November 6th. Three research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $62.23.
Realty Income News Summary
Here are the key news stories impacting Realty Income this week:
- Positive Sentiment: Dividend update cited as an immediate catalyst: coverage notes shares rose following a dividend announcement, which tends to attract income-focused investors and REIT buyers. Realty Income (NYSE:O) Shares Up 1.7% Following Dividend Announcement
- Positive Sentiment: Bullish analyst/opinion pieces pushing demand: The Motley Fool ran multiple articles arguing Realty Income is positioned to outperform in 2026 (including “3 Bold Predictions…” and “3 Reasons to Buy…”), emphasizing resilient, necessity-focused tenants, strong acquisition activity, and the appeal of monthly dividends—factors that can drive renewed buyer interest. 3 Bold Predictions for Realty Income in 2026
- Positive Sentiment: Longer-term buy case reinforced: another Fool piece (“3 Reasons to Buy Realty Income Stock…”) highlights scale of acquisitions and tenant quality, which supports expectations for steady cash flow and dividend coverage—key metrics for REIT valuations. 3 Reasons to Buy Realty Income Stock Like There’s No Tomorrow
- Positive Sentiment: Macro backdrop is supportive for equities/REITs: MarketBeat’s week-in-review notes steady labor, manageable inflation and easing long-term mortgage rates — conditions that reduce rate-pressure risk for REITs and can improve yield-hunting flows into income names like Realty Income. MarketBeat Week in Review – 01/12 – 01/16
- Neutral Sentiment: Market commentary confirms the move but adds no new fundamentals: a Zacks note simply reports Realty Income advanced while the broader market lagged, corroborating the price action but not adding fresh catalysts. Realty Income Corp. (O) Advances While Market Declines
Realty Income Price Performance
O stock opened at $61.43 on Friday. Realty Income Corporation has a 52 week low of $50.71 and a 52 week high of $61.54. The firm has a market capitalization of $56.51 billion, a P/E ratio of 56.88, a price-to-earnings-growth ratio of 3.95 and a beta of 0.80. The company has a fifty day simple moving average of $57.43 and a two-hundred day simple moving average of $58.12. The company has a quick ratio of 1.53, a current ratio of 1.53 and a debt-to-equity ratio of 0.72.
Realty Income (NYSE:O – Get Free Report) last announced its earnings results on Monday, November 3rd. The real estate investment trust reported $1.08 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.07 by $0.01. Realty Income had a net margin of 17.17% and a return on equity of 2.45%. The firm had revenue of $1.47 billion for the quarter, compared to analysts’ expectations of $1.35 billion. During the same period in the prior year, the company earned $1.05 EPS. The business’s revenue was up 10.5% compared to the same quarter last year. Realty Income has set its FY 2025 guidance at 4.250-4.270 EPS. Analysts anticipate that Realty Income Corporation will post 4.19 earnings per share for the current fiscal year.
Realty Income Dividend Announcement
The business also recently disclosed a monthly dividend, which will be paid on Friday, February 13th. Stockholders of record on Friday, January 30th will be paid a $0.27 dividend. This represents a c) annualized dividend and a dividend yield of 5.3%. The ex-dividend date of this dividend is Friday, January 30th. Realty Income’s dividend payout ratio (DPR) is presently 300.00%.
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.
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