Trust Co. of Vermont Increases Stock Position in Realty Income Corporation $O

Trust Co. of Vermont lifted its position in shares of Realty Income Corporation (NYSE:O) by 4.2% during the fourth quarter, Holdings Channel reports. The firm owned 281,792 shares of the real estate investment trust’s stock after acquiring an additional 11,393 shares during the period. Trust Co. of Vermont’s holdings in Realty Income were worth $15,885,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC grew its position in 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 purchasing an additional 615 shares in the last quarter. Bison Wealth LLC bought a new position in shares of Realty Income during the 4th quarter worth approximately $571,000. Empowered Funds LLC boosted its stake in shares of Realty Income by 8.0% in the 1st quarter. Empowered Funds LLC now owns 18,029 shares of the real estate investment trust’s stock worth $1,041,000 after buying an additional 1,330 shares during the last quarter. Woodline Partners LP boosted its stake in shares of Realty Income by 41.3% in the 1st quarter. Woodline Partners LP now owns 73,942 shares of the real estate investment trust’s stock worth $4,289,000 after buying an additional 21,603 shares during the last quarter. Finally, Intech Investment Management LLC grew its holdings in shares of Realty Income by 14.9% in 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 acquiring an additional 3,290 shares in the last quarter. 70.81% of the stock is currently owned by hedge funds and other institutional investors.

Realty Income News Summary

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

• Positive Sentiment: Large Apollo joint-venture monetization — Apollo-managed funds agreed to invest $1.0 billion for a 49% stake in a JV owning roughly 500 long‑term net‑leased U.S. retail properties, which provides Realty Income with immediate capital, risk-sharing and balance-sheet flexibility. The Bull Case For Realty Income (O) Could Change Following New Apollo JV And Euro-Linked Financing
• Positive Sentiment: Debt refinancing and currency strategy — Realty Income priced $800M of senior notes due 2033 (4.750%, effective yield ~5.05%) and executed a $500M U.S.-to-Euro cross‑currency swap to lower its effective euro funding cost, extending maturities and locking fixed rates on a portion of debt. That reduces near‑term refinancing risk and funds growth. Realty Income Prices $800 Million Offering of Senior Notes due 2033
• Positive Sentiment: Quarterly results and FY26 guidance are steady — most recent quarterly EPS and revenue met consensus, revenue grew year‑over‑year, and Realty Income reiterated FY2026 EPS guidance (4.380–4.420), supporting the view of stable cashflow to back the monthly dividend. Realty Income Corp. (O) Surpasses Market Returns: Some Facts Worth Knowing
• Neutral Sentiment: Increased media/trending attention—several outlets and analyst commentaries (Zacks, Yahoo, MarketWatch, Seeking Alpha) are highlighting Realty Income’s dividend story and valuation, which can boost retail interest but doesn’t change fundamentals immediately. Realty Income Corporation (O) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Sector tailwinds for dividend hunters — coverage noting REITs’ attractive yields versus Treasuries may keep income-focused flows into names like O, even as macro headwinds persist. REITs Are the S&P 500’s Highest Yielding Sector. Realty Income and 3 More to Buy Now.
• Negative Sentiment: Recent price weakness and rate fears — some recent pieces note a roughly month‑long decline and discounted valuations driven by macro/rate concerns; persistent rate volatility could pressure REIT multiples and total return. Realty Income Drops 9.5% in a Month: Is It a Buying Opportunity Now?
• Negative Sentiment: Peer comparisons and dividend trade-offs — commentary comparing Realty Income to smaller peers with stronger dividend streaks could steer yield‑seeking investors toward alternatives, adding competitive pressure on valuation. Realty Income is Great, But NNN Does One Thing Better

Analyst Ratings Changes

A number of analysts recently commented on O shares. Loop Capital set a $69.00 price target on Realty Income in a research report on Monday, March 2nd. Freedom Capital cut Realty Income from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 2nd. Barclays raised their target price on Realty Income from $64.00 to $65.00 and gave the company an “equal weight” rating in a research report on Friday, March 13th. Cantor Fitzgerald lifted their target price on Realty Income from $60.00 to $68.00 and gave the stock a “neutral” rating in a research note on Friday, February 27th. Finally, Stifel Nicolaus boosted their price target on shares of Realty Income from $67.75 to $70.50 and gave the stock a “buy” rating in a report on Wednesday, February 25th. Six analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $66.39.

Realty Income Trading Up 1.3%

Shares of O stock opened at $61.97 on Thursday. The company has a quick ratio of 1.40, a current ratio of 1.40 and a debt-to-equity ratio of 0.72. The firm has a market cap of $57.78 billion, a P/E ratio of 52.97, a PEG ratio of 4.63 and a beta of 0.79. The company has a 50 day moving average of $63.51 and a 200-day moving average of $60.15. Realty Income Corporation has a 12-month low of $50.71 and a 12-month high of $67.93.

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

Realty Income Increases Dividend

The company also recently declared a monthly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st will be given a dividend of $0.2705 per share. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a c) dividend on an annualized basis and a dividend yield of 5.2%. This is a boost from Realty Income’s previous monthly dividend of $0.27. Realty Income’s payout ratio is currently 277.78%.

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.