Realty Income Corporation $O Shares Bought by Northwestern Mutual Wealth Management Co.

Northwestern Mutual Wealth Management Co. grew its stake in shares of Realty Income Corporation (NYSE:O) by 7.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 119,160 shares of the real estate investment trust’s stock after acquiring an additional 8,760 shares during the period. Northwestern Mutual Wealth Management Co.’s holdings in Realty Income were worth $6,717,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in O. ProShare Advisors LLC boosted its holdings in shares of Realty Income by 5.3% in the 3rd quarter. ProShare Advisors LLC now owns 3,067,894 shares of the real estate investment trust’s stock valued at $186,497,000 after buying an additional 155,677 shares during the period. Vanguard Group Inc. boosted its holdings in shares of Realty Income by 0.5% in the 4th quarter. Vanguard Group Inc. now owns 150,415,287 shares of the real estate investment trust’s stock valued at $8,478,910,000 after buying an additional 684,949 shares during the period. Pensionfund PDN acquired a new position in shares of Realty Income in the 4th quarter valued at about $7,434,000. NEOS Investment Management LLC boosted its holdings in shares of Realty Income by 73.0% in the 3rd quarter. NEOS Investment Management LLC now owns 169,839 shares of the real estate investment trust’s stock valued at $10,279,000 after buying an additional 71,646 shares during the period. Finally, Jones Financial Companies Lllp boosted its holdings in shares of Realty Income by 16.8% in the 3rd quarter. Jones Financial Companies Lllp now owns 1,148,585 shares of the real estate investment trust’s stock valued at $69,287,000 after buying an additional 164,839 shares during the period. 70.81% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Realty Income

In other Realty Income news, insider Michelle Bushore sold 7,400 shares of the business’s stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $62.42, for a total transaction of $461,908.00. Following the sale, the insider directly owned 67,641 shares in the company, valued at approximately $4,222,151.22. The trade was a 9.86% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 0.10% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently commented on O shares. Jefferies Financial Group assumed coverage on shares of Realty Income in a report on Monday. They issued a “buy” rating and a $69.00 price target for the company. Mizuho reduced their target price on shares of Realty Income from $68.00 to $66.00 and set a “neutral” rating for the company in a research note on Wednesday, May 13th. Royal Bank Of Canada boosted their target price on shares of Realty Income from $70.00 to $71.00 and gave the company an “outperform” rating in a research note on Thursday, May 7th. Wall Street Zen raised shares of Realty Income from a “sell” rating to a “hold” rating in a research note on Saturday, February 28th. Finally, Morgan Stanley set a $67.00 target price on shares of Realty Income in a research note on Monday, April 27th. Two investment analysts have rated the stock with a Strong Buy rating, five 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, Realty Income currently has a consensus rating of “Moderate Buy” and a consensus price target of $67.46.

More Realty Income News

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

• Positive Sentiment: Jefferies upgraded Realty Income to strong-buy and set a $69 price target, signaling confidence in further upside for the REIT. Article: Street Insider
• Positive Sentiment: Multiple articles highlighted Realty Income’s monthly dividend and “set-it-and-forget-it” income profile, reinforcing its appeal to income-focused investors. Article: 2 Stocks to Buy Now for a Lifetime of Passive Income — Starting Immediately
• Positive Sentiment: Coverage framed Realty Income as a strong fit for retirement and tax-advantaged accounts like a Roth IRA, underscoring demand for its steady yield and income reliability. Article: Realty Income in a Roth IRA: The Smartest Way to Own This Monthly Dividend Machine
• Neutral Sentiment: Recent commentary also discussed Realty Income’s valuation after a pullback, suggesting the stock may be balancing steady income appeal against mixed short-term price momentum. Article: Assessing Realty Income (O) Valuation After Recent Share Price Pullback And Mixed Undervaluation Signals
• Neutral Sentiment: Search interest and repeated articles about the stock’s dividend profile reflect ongoing investor attention, but do not add a clear new catalyst on their own. Article: Investors Heavily Search Realty Income Corporation (O): Here is What You Need to Know

Realty Income Trading Up 0.5%

Realty Income stock opened at $59.87 on Wednesday. Realty Income Corporation has a 52-week low of $55.52 and a 52-week high of $67.93. The firm has a market capitalization of $55.83 billion, a price-to-earnings ratio of 49.08, a PEG ratio of 4.65 and a beta of 0.72. The firm has a 50-day moving average price of $62.42 and a two-hundred day moving average price of $61.21. The company has a quick ratio of 1.56, a current ratio of 1.56 and a debt-to-equity ratio of 0.72.

Realty Income (NYSE:O) last released its quarterly earnings results on Wednesday, May 6th. The real estate investment trust reported $1.13 EPS for the quarter, topping analysts’ consensus estimates of $1.10 by $0.03. Realty Income had a net margin of 18.94% and a return on equity of 2.80%. The company had revenue of $1.55 billion for the quarter, compared to the consensus estimate of $1.39 billion. During the same period in the previous year, the firm earned $1.06 EPS. Realty Income’s revenue was up 12.2% on a year-over-year basis. Realty Income has set its FY 2026 guidance at 4.410-4.440 EPS. Sell-side analysts expect that Realty Income Corporation will post 4.45 earnings per share for the current year.

Realty Income Announces Dividend

The business also recently declared a monthly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, May 29th will be given a dividend of $0.2705 per share. This represents a c) dividend on an annualized basis and a dividend yield of 5.4%. The ex-dividend date is Friday, May 29th. Realty Income’s payout ratio is 266.39%.

Realty Income 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.