Keynote Financial Services LLC Raises Stake in Realty Income Corporation $O

Keynote Financial Services LLC lifted its position in shares of Realty Income Corporation (NYSE:O) by 116.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 23,766 shares of the real estate investment trust’s stock after buying an additional 12,810 shares during the quarter. Keynote Financial Services LLC’s holdings in Realty Income were worth $1,340,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. Vanguard Group Inc. grew its holdings in shares of Realty Income by 0.5% during the fourth quarter. Vanguard Group Inc. now owns 150,415,287 shares of the real estate investment trust’s stock worth $8,478,910,000 after buying an additional 684,949 shares in the last quarter. State Street Corp grew its holdings in shares of 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 worth $3,831,526,000 after buying an additional 1,295,936 shares in the last quarter. Geode Capital Management LLC grew its holdings in shares of Realty Income by 2.8% during the fourth quarter. Geode Capital Management LLC now owns 29,206,196 shares of the real estate investment trust’s stock worth $1,655,991,000 after buying an additional 793,100 shares in the last quarter. Dimensional Fund Advisors LP grew its holdings in shares of Realty Income by 1.5% during the fourth quarter. Dimensional Fund Advisors LP now owns 12,863,638 shares of the real estate investment trust’s stock worth $725,144,000 after buying an additional 192,467 shares in the last quarter. Finally, Raymond James Financial Inc. grew its holdings in Realty Income by 1.5% in the third quarter. Raymond James Financial Inc. now owns 12,186,943 shares of the real estate investment trust’s stock valued at $740,844,000 after purchasing an additional 175,102 shares during the period. 70.81% of the stock is currently owned by hedge funds and other institutional investors.

Realty Income Trading Up 1.2%

NYSE O opened at $62.66 on Friday. The company’s fifty day simple moving average is $62.44 and its 200-day simple moving average is $61.44. Realty Income Corporation has a 52 week low of $55.86 and a 52 week high of $67.93. The company has a current ratio of 1.56, a quick ratio of 1.56 and a debt-to-equity ratio of 0.72. The stock has a market cap of $58.43 billion, a P/E ratio of 51.36, a PEG ratio of 4.84 and a beta of 0.72.

Realty Income (NYSE:O) last posted its earnings results on Wednesday, May 6th. The real estate investment trust reported $1.13 EPS for the quarter, topping analysts’ consensus estimates of $1.10 by $0.03. Realty Income had a net margin of 18.94% and a return on equity of 2.80%. The business had revenue of $1.55 billion for the quarter, compared to analysts’ expectations of $1.39 billion. During the same period in the previous year, the company posted $1.06 earnings per share. The business’s revenue for the quarter was up 12.2% compared to the same quarter last year. Realty Income has set its FY 2026 guidance at 4.410-4.440 EPS. Equities research analysts predict that Realty Income Corporation will post 4.44 EPS for the current fiscal year.

Realty Income Increases Dividend

The business also recently declared a monthly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th will be issued a $0.271 dividend. This is a boost from Realty Income’s previous monthly dividend of $0.27. This represents a c) annualized dividend and a yield of 5.2%. The ex-dividend date of this dividend is Tuesday, June 30th. Realty Income’s dividend payout ratio is currently 266.39%.

Insider Transactions at Realty Income

In related news, insider Michelle Bushore sold 7,400 shares of the company’s stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $62.42, for a total value of $461,908.00. Following the sale, the insider directly owned 67,641 shares of the company’s stock, valued at $4,222,151.22. This represents a 9.86% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 0.10% of the stock is owned by corporate insiders.

Trending Headlines about Realty Income

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

• Positive Sentiment: Realty Income raised its monthly payout again, backed by high occupancy and stronger 2026 AFFO guidance, signaling continued dividend stability. O Raises the Payout: Can the Monthly Dividend Still Win Investors?
• Positive Sentiment: Lower interest rates have improved the case for income REITs like Realty Income, making its 5.3% yield look more appealing to retirees and dividend investors. Realty Income’s 5.3% Yield Is a Steal
• Neutral Sentiment: Realty Income was identified as a trending stock, reflecting heightened investor attention rather than a clear new fundamental catalyst. Realty Income Corporation (O) Is a Trending Stock
• Neutral Sentiment: Broader articles about building dividend income used Realty Income as an example of a monthly payer, but those pieces were mostly educational rather than stock-moving. How to Build $12,000 a Month in Dividend Income

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on O shares. Mizuho lowered their target price on shares of Realty Income from $68.00 to $66.00 and set a “neutral” rating for the company in a report on Wednesday, May 13th. Weiss Ratings restated a “hold (c+)” rating on shares of Realty Income in a report on Friday, April 10th. Jefferies Financial Group started coverage on shares of Realty Income in a report on Monday, June 1st. They issued a “buy” rating and a $69.00 target price for the company. Wall Street Zen upgraded shares of Realty Income from a “sell” rating to a “hold” rating in a report on Saturday, February 28th. Finally, Barclays boosted their target price on shares of Realty Income from $65.00 to $68.00 and gave the company an “equal weight” rating in a report on Tuesday, April 21st. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $67.46.

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.