Realty Income Corporation $O Holdings Boosted by J. Safra Sarasin Holding AG

J. Safra Sarasin Holding AG grew its holdings in Realty Income Corporation (NYSE:O) by 135.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,014,465 shares of the real estate investment trust’s stock after purchasing an additional 583,889 shares during the period. J. Safra Sarasin Holding AG owned approximately 0.11% of Realty Income worth $57,185,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the business. Vanguard Group Inc. grew its holdings in shares of 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 lifted its stake 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 acquiring an additional 1,295,936 shares in the last quarter. Dimensional Fund Advisors LP boosted its position in Realty Income by 3.5% during the 3rd 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 during the period. Raymond James Financial Inc. boosted its position in Realty Income by 1.5% during the 3rd quarter. Raymond James Financial Inc. now owns 12,186,943 shares of the real estate investment trust’s stock worth $740,844,000 after acquiring an additional 175,102 shares during the period. Finally, Daiwa Securities Group Inc. grew its stake in Realty Income by 0.4% during the 3rd quarter. Daiwa Securities Group Inc. now owns 3,970,350 shares of the real estate investment trust’s stock valued at $241,357,000 after acquiring an additional 16,855 shares in the last quarter. Institutional investors and hedge funds own 70.81% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on the stock. Weiss Ratings reissued a “hold (c)” rating on shares of Realty Income in a research report on Monday, December 29th. Royal Bank Of Canada boosted their price objective on shares of Realty Income from $61.00 to $70.00 and gave the company an “outperform” rating in a research report on Wednesday, February 25th. Freedom Capital downgraded shares of Realty Income from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 2nd. JPMorgan Chase & Co. reissued an “underweight” rating and set a $61.00 target price on shares of Realty Income in a research note on Thursday, December 18th. Finally, Cantor Fitzgerald boosted their price target on shares of Realty Income from $60.00 to $68.00 and gave the company a “neutral” rating in a report on Friday, February 27th. Six analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and an average target price of $66.39.

Trending Headlines about Realty Income

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

• Positive Sentiment: Realty Income announced a $1.0 billion retail property partnership and continues to show sizable liquidity (reported ~$4.5B), which supports growth and acquisition capacity. Realty Income Forms $1 Billion Retail Property Partnership
• Positive Sentiment: Short interest fell ~16.8%, reducing a layer of bearish positioning and lowering the risk of short-driven downside. Short Interest Declines
• Positive Sentiment: Fresh coverage in income-focused outlets (The Motley Fool, 24/7 Wall St.) highlights Realty Income’s monthly dividend and recent payout increase, keeping investor attention on its yield and income case. 1 Dividend Stock to Hold for the Next 10 Years 500 per Month in Passive Income
• Neutral Sentiment: Realty Income priced $800M of senior unsecured notes due 2033 at 4.750% (effective yield ~5.05%). This strengthens funding for deals but modestly increases leverage — generally neutral given the company’s large liquidity pool. Realty Income Prices $800 Million Offering
• Neutral Sentiment: Analyst/commentary pieces are debating valuation after a recent pullback — useful context for traders but less likely to immediately change fundamentals. Is Realty Income Pricing Make Sense?
• Negative Sentiment: Valuation remains elevated on some metrics (high P/E relative to REIT peers), which could cap near-term upside if earnings growth slows or interest rates move higher.

Realty Income Stock Up 0.7%

Shares of Realty Income stock opened at $61.12 on Tuesday. The firm has a market cap of $56.99 billion, a price-to-earnings ratio of 52.24, a P/E/G ratio of 4.49 and a beta of 0.77. The stock has a 50-day simple moving average of $63.51 and a 200-day simple moving average of $60.13. Realty Income Corporation has a 52-week low of $50.71 and a 52-week high of $67.93. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.40 and a quick ratio of 1.40.

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

Realty Income Increases Dividend

The firm also recently declared a monthly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st will be paid a dividend of $0.2705 per share. This is a positive change from Realty Income’s previous monthly dividend of $0.27. The ex-dividend date is Tuesday, March 31st. This represents a c) annualized dividend and a dividend yield of 5.3%. Realty Income’s dividend payout ratio (DPR) is currently 276.92%.

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.