Peterson Wealth Services Has $197,000 Stake in Realty Income Corporation $O

Peterson Wealth Services lowered its holdings in Realty Income Corporation (NYSE:O) by 90.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 3,233 shares of the real estate investment trust’s stock after selling 30,256 shares during the quarter. Peterson Wealth Services’ holdings in Realty Income were worth $197,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the business. Brighton Jones LLC raised its holdings in shares of Realty Income by 11.2% in the 4th quarter. Brighton Jones LLC now owns 6,101 shares of the real estate investment trust’s stock worth $326,000 after acquiring an additional 615 shares during the last quarter. Bison Wealth LLC purchased a new stake in shares of Realty Income in the fourth quarter worth approximately $571,000. Empowered Funds LLC lifted its holdings in shares of Realty Income by 8.0% in the first quarter. Empowered Funds LLC now owns 18,029 shares of the real estate investment trust’s stock valued at $1,041,000 after purchasing an additional 1,330 shares in the last quarter. Woodline Partners LP boosted its position in shares of Realty Income by 41.3% during the first quarter. Woodline Partners LP now owns 73,942 shares of the real estate investment trust’s stock valued at $4,289,000 after buying an additional 21,603 shares during the last quarter. Finally, Intech Investment Management LLC boosted its position in shares of Realty Income by 14.9% during the first quarter. Intech Investment Management LLC now owns 25,401 shares of the real estate investment trust’s stock valued at $1,474,000 after buying an additional 3,290 shares during the last quarter. Institutional investors and hedge funds own 70.81% of the company’s stock.

Realty Income Stock Performance

Shares of O stock opened at $61.42 on Wednesday. Realty Income Corporation has a 52 week low of $50.71 and a 52 week high of $61.95. The firm’s 50-day simple moving average is $58.44 and its two-hundred day simple moving average is $58.44. The firm has a market cap of $56.50 billion, a price-to-earnings ratio of 56.87, a P/E/G ratio of 3.58 and a beta of 0.79. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.53 and a current ratio of 1.53.

Realty Income (NYSE:O) last issued its quarterly earnings results on Monday, November 3rd. The real estate investment trust reported $1.08 earnings per share (EPS) for the quarter, topping 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 company had revenue of $1.47 billion during the quarter, compared to analyst estimates of $1.35 billion. During the same quarter last year, the business posted $1.05 EPS. Realty Income’s quarterly revenue was up 10.5% compared to the same quarter last year. As a group, equities analysts forecast that Realty Income Corporation will post 4.19 earnings per share for the current year.

Realty Income Announces Dividend

The company also recently declared a monthly dividend, which will be paid on Friday, February 13th. Stockholders of record on Friday, January 30th will be paid a dividend of $0.27 per share. The ex-dividend date is Friday, January 30th. This represents a c) annualized dividend and a dividend yield of 5.3%. Realty Income’s dividend payout ratio is presently 300.00%.

Analyst Ratings Changes

A number of equities research analysts recently commented on the company. Wall Street Zen lowered Realty Income from a “hold” rating to a “sell” rating in a research report on Tuesday. Morgan Stanley increased their target price on shares of Realty Income from $62.00 to $65.00 and gave the company an “equal weight” rating in a report on Wednesday, December 24th. Royal Bank Of Canada boosted their price target on shares of Realty Income from $60.00 to $61.00 and gave the stock an “outperform” rating in a report on Tuesday, November 4th. Mizuho reduced their price objective on shares of Realty Income from $63.00 to $60.00 and set a “neutral” rating for the company in a research report on Wednesday, December 17th. Finally, Cantor Fitzgerald dropped their target price on shares of Realty Income from $64.00 to $60.00 and set a “neutral” rating on the stock in a research report on Thursday, November 6th. Five equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Realty Income currently has an average rating of “Hold” and a consensus price target of $63.21.

Key Stories Impacting Realty Income

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

• Positive Sentiment: Deutsche Bank upgraded O to Buy and set a $69 price target, noting an improved setup for REITs even as the sector lags the S&P — the upgrade boosts analyst-driven upside expectations. Deutsche Bank Points to Structural REIT Lag Despite Improved Setup for Realty Income Corporation (O)
• Positive Sentiment: Realty Income received an upgrade at Scotiabank — another vote of confidence from the sell-side that can support buying interest and help lift sentiment. Realty Income (NYSE:O) Upgraded at Scotiabank
• Positive Sentiment: Investors are reacting favorably to Realty Income’s expansion into global logistics via a partnership with GIC — strategic geographic diversification and access to logistics assets can increase growth avenues and portfolio resilience. How Investors Are Reacting To Realty Income (O) Expanding Into Global Logistics With GIC Partnership
• Positive Sentiment: Coverage pieces highlighting Realty Income’s 650 consecutive monthly dividend payments reinforce the firm’s reputation as a reliable income name — important for yield-focused investors who value payout durability. Realty Income Has Made 650 Consecutive Monthly Payments and the Streak Looks Secure
• Positive Sentiment: Analyst/commentary pieces (The Motley Fool / Yahoo) point to international expansion (first investment in Mexico) and continued portfolio diversification as catalysts for growth and longer-term cash flow stability. I Nailed This Bold Prediction for Realty Income. Here are 2 More Things I Still See Ahead in 2026.
• Neutral Sentiment: Market roundups and dividend-yield lists highlight Realty Income among income REITs with attractive yields — helpful for attention and flows but not necessarily a direct near-term mover. 4 REITs. 4 Monthly Dividend Programs. 4 Massive Yields of Up to 11.7%
• Neutral Sentiment: Broad “bull case” commentary pieces (MSN / Market commentary) reiterate positives but are opinion-driven; they can sustain interest but carry limited immediate informational value. Realty Income Corporation (O): A bull case theory
• Neutral Sentiment: Aggregated brokerage data shows an average “Hold” recommendation — a reminder that while upgrades are helping sentiment, consensus remains mixed and further analyst moves will matter. Realty Income Corporation (NYSE:O) Receives Average Recommendation of “Hold” from Brokerages

Realty Income Company 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.