M Holdings Securities Inc. Purchases New Shares in Realty Income Corporation $O

M Holdings Securities Inc. purchased a new position in Realty Income Corporation (NYSE:O) during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 16,149 shares of the real estate investment trust’s stock, valued at approximately $982,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of O. Vanguard Group Inc. lifted its stake in Realty Income by 2.5% during the third quarter. Vanguard Group Inc. now owns 149,730,338 shares of the real estate investment trust’s stock valued at $9,102,107,000 after buying an additional 3,594,127 shares in the last quarter. State Street Corp increased its position in shares of Realty Income by 1.1% in the second quarter. State Street Corp now owns 61,732,956 shares of the real estate investment trust’s stock worth $3,556,436,000 after acquiring an additional 676,697 shares in the last quarter. Dimensional Fund Advisors LP increased its position in shares of Realty Income by 3.5% in the third quarter. Dimensional Fund Advisors LP now owns 12,671,171 shares of the real estate investment trust’s stock worth $770,273,000 after acquiring an additional 433,602 shares in the last quarter. Raymond James Financial Inc. raised its holdings in shares of Realty Income by 5.8% during the second quarter. Raymond James Financial Inc. now owns 12,011,841 shares of the real estate investment trust’s stock valued at $692,002,000 after acquiring an additional 654,958 shares during the period. Finally, Norges Bank purchased a new stake in shares of Realty Income in the 2nd quarter valued at approximately $676,500,000. Institutional investors and hedge funds own 70.81% of the company’s stock.

Key Headlines Impacting Realty Income

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

• Positive Sentiment: Mizuho increased its price target to $68, signaling stronger analyst conviction on growth from acquisitions and partnerships. Mizuho Raises Price Target
• Positive Sentiment: Scotiabank raised its price target to $69, adding to the street momentum that clusters targets in the high-$60s. Scotiabank Price Target Raise
• Positive Sentiment: Realty Income declared its 134th monthly dividend increase to $0.2705 per share (annualized ~$3.246; ~5% yield), with record date March 31 — supporting the REIT’s income story. Dividend Increase
• Positive Sentiment: Coverage noting stronger balance-sheet capacity and $6.3B of 2025 investments reinforces Realty Income’s ability to fund acquisitions and joint ventures. Balance Sheet Strength
• Neutral Sentiment: Barclays nudged its price target to $65 but kept an “equal weight” rating, implying limited near-term upside from that shop. Barclays Note
• Neutral Sentiment: Broader media pieces and lists highlighting high-yield dividend stocks (including REITs) keep income names in focus, but they also emphasize competition for yield across the sector. Dividend Stocks List
• Negative Sentiment: Valuation and limited upside may be constraining: a high P/E and clustered analyst targets near current levels mean upside from here could be modest, which helps explain downward pressure on the share price today.

Realty Income Stock Performance

Shares of O opened at $64.42 on Friday. The company has a market capitalization of $60.07 billion, a PE ratio of 55.06, a PEG ratio of 4.83 and a beta of 0.77. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.40 and a current ratio of 1.40. The company’s 50 day moving average price is $62.95 and its 200 day moving average price is $59.89. Realty Income Corporation has a 52 week low of $50.71 and a 52 week high of $67.93.

Realty Income (NYSE:O) last released its earnings results on Tuesday, February 24th. The real estate investment trust reported $1.08 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $1.08. The company had revenue of $1.40 billion during the quarter, compared to the consensus estimate of $1.40 billion. Realty Income had a net margin of 18.41% and a return on equity of 2.68%. The company’s revenue was up 11.0% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.05 EPS. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. Research analysts expect that Realty Income Corporation will post 4.19 EPS for the current fiscal year.

Realty Income Increases Dividend

The company also recently disclosed a monthly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be issued a dividend of $0.2705 per share. 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 5.0%. The ex-dividend date is Tuesday, March 31st. Realty Income’s dividend payout ratio is 276.92%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on O shares. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Realty Income in a research note on Monday, December 29th. Barclays increased their target price on Realty Income from $64.00 to $65.00 and gave the company an “equal weight” rating in a report on Friday. Morgan Stanley raised their target price on Realty Income from $62.00 to $65.00 and gave the stock an “equal weight” rating in a research report on Wednesday, December 24th. Wall Street Zen upgraded Realty Income from a “sell” rating to a “hold” rating in a report on Saturday, February 28th. Finally, Evercore reissued a “positive” rating on shares of Realty Income in a research report on Wednesday, February 25th. Six analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $66.39.

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.