Vanguard Group Inc. Grows Stock Position in Realty Income Corporation $O

Vanguard Group Inc. increased its holdings in Realty Income Corporation (NYSE:O) by 0.5% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 150,415,287 shares of the real estate investment trust’s stock after acquiring an additional 684,949 shares during the quarter. Vanguard Group Inc. owned 0.16% of Realty Income worth $8,478,910,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently added to or reduced their stakes in the business. State Street Corp increased its holdings in Realty Income by 2.1% during the third quarter. State Street Corp now owns 63,028,892 shares of the real estate investment trust’s stock valued at $3,831,526,000 after buying an additional 1,295,936 shares during the last quarter. Barclays PLC boosted its stake in shares of Realty Income by 52.7% during the 3rd quarter. Barclays PLC now owns 2,741,766 shares of the real estate investment trust’s stock worth $166,672,000 after acquiring an additional 946,815 shares during the last quarter. Aew Capital Management L P grew its position in shares of Realty Income by 44.5% during the 3rd quarter. Aew Capital Management L P now owns 2,139,078 shares of the real estate investment trust’s stock valued at $130,035,000 after acquiring an additional 658,910 shares during the period. Raymond James Financial Inc. grew its position in shares of Realty Income by 5.8% during the 2nd 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, J. Safra Sarasin Holding AG increased its stake in shares of Realty Income by 135.6% in the 4th quarter. J. Safra Sarasin Holding AG now owns 1,014,465 shares of the real estate investment trust’s stock worth $57,185,000 after purchasing an additional 583,889 shares in the last quarter. 70.81% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, insider Michelle Bushore sold 7,400 shares of the business’s stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $62.42, for a total value of $461,908.00. Following the transaction, the insider directly owned 67,641 shares of the company’s stock, valued at approximately $4,222,151.22. The trade was a 9.86% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.10% of the company’s stock.

Key Realty Income News

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

• Positive Sentiment: Barclays raised its price target on O to $68 (from $65) and called the macro backdrop “Goldilocks” for REITs, which supports investor confidence in Realty Income’s yield and coverage. Barclays Raises Realty Income (O) PT to $68, Sees “Goldilocks” Backdrop for REITs
• Positive Sentiment: Realty Income secured a $1 billion capital partnership with Apollo to accelerate European net-lease acquisitions — a growth engine that can expand its geographic diversification without over-levering the balance sheet. Realty Income’s Apollo Backing Shifts Growth Toward European Net Lease Deals
• Neutral Sentiment: Editorial comparisons (247WallSt) contrast Realty Income’s steady, lease-backed cash flows with higher-risk REITs like AGNC and with industrial names like STAG — these pieces reinforce Realty Income’s income-focused positioning but are opinion-driven rather than immediate catalysts. Got $10,000? Realty Income vs. AGNC — Only One Deserves Your Money Right Now
• Neutral Sentiment: Macro context: recent commentary notes the 10-year Treasury around the mid-4% area and the fed funds rate steady above 3.5% — a mixed rate backdrop that keeps REIT yields attractive but caps valuation upside until clarity on rate direction improves. This Portfolio Pays Me Every Month (No Work Needed)
• Negative Sentiment: Market rotation into mega-cap tech and AI (the “Mag 7”) has pulled flows away from income names; analysts and traders note money concentrating in growth names, which can weigh on REIT multiple expansion. Article Reference: Market rotation commentary
• Negative Sentiment: Near-term share weakness has been highlighted in market headlines reporting that O recently dipped as the broader market gained, reflecting short-term selling pressure on monthly dividend REITs. Realty Income Corp. (O) Stock Sinks As Market Gains: Here’s Why

Realty Income Stock Up 0.0%

O opened at $63.36 on Monday. The stock has a market cap of $59.08 billion, a price-to-earnings ratio of 54.15, a price-to-earnings-growth ratio of 4.29 and a beta of 0.79. 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 firm’s fifty day moving average is $63.92 and its 200 day moving average is $60.58. Realty Income Corporation has a fifty-two week low of $54.38 and a fifty-two week high of $67.93.

Realty Income (NYSE:O) last issued its quarterly 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 business had revenue of $1.40 billion during the quarter, compared to analyst estimates of $1.40 billion. Realty Income had a return on equity of 2.68% and a net margin of 18.41%.Realty Income’s revenue for the quarter was up 11.0% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.05 EPS. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. On average, sell-side analysts forecast that Realty Income Corporation will post 4.45 earnings per share for the current fiscal year.

Realty Income Announces Dividend

The firm also recently announced a monthly dividend, which will be paid on Friday, May 15th. Investors of record on Thursday, April 30th will be paid a dividend of $0.2705 per share. This represents a c) annualized dividend and a yield of 5.1%. The ex-dividend date of this dividend is Thursday, April 30th. Realty Income’s dividend payout ratio (DPR) is 277.78%.

Analysts Set New Price Targets

A number of brokerages recently commented on O. Scotiabank raised their target price on Realty Income from $67.00 to $69.00 and gave the stock a “sector outperform” rating in a report on Wednesday, March 11th. Evercore restated a “positive” rating on shares of Realty Income in a research report on Wednesday, February 25th. Mizuho raised their price objective on Realty Income from $60.00 to $68.00 and gave the stock a “neutral” rating in a research note on Wednesday, March 11th. Deutsche Bank Aktiengesellschaft raised Realty Income from a “hold” rating to a “buy” rating and set a $69.00 price objective on the stock in a research report on Tuesday, January 20th. Finally, Freedom Capital downgraded Realty Income from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 2nd. Six research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $66.61.

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.