State Street Corp Has $3.60 Billion Position in Realty Income Corporation $O

State Street Corp increased its holdings in shares of Realty Income Corporation (NYSE:O) by 0.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 63,559,987 shares of the real estate investment trust’s stock after acquiring an additional 531,095 shares during the quarter. State Street Corp owned about 0.07% of Realty Income worth $3,599,676,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Stance Capital LLC acquired a new position in Realty Income in the 3rd quarter valued at $27,000. Evolution Wealth Management Inc. grew its holdings in Realty Income by 257.1% in the 4th quarter. Evolution Wealth Management Inc. now owns 500 shares of the real estate investment trust’s stock valued at $28,000 after buying an additional 360 shares in the last quarter. Ameriflex Group Inc. grew its holdings in Realty Income by 68.7% in the 3rd quarter. Ameriflex Group Inc. now owns 528 shares of the real estate investment trust’s stock valued at $32,000 after buying an additional 215 shares in the last quarter. FNY Investment Advisers LLC grew its holdings in Realty Income by 622.2% in the 4th quarter. FNY Investment Advisers LLC now owns 650 shares of the real estate investment trust’s stock valued at $36,000 after buying an additional 560 shares in the last quarter. Finally, Costello Asset Management INC acquired a new position in Realty Income in the 4th quarter valued at $37,000. 70.81% of the stock is owned by institutional investors and hedge funds.

Realty Income Stock Performance

NYSE:O opened at $62.66 on Friday. The stock has a fifty day moving average price of $62.44 and a 200-day moving average price of $61.44. The company has a market cap of $58.43 billion, a price-to-earnings ratio of 51.36, a PEG ratio of 4.84 and a beta of 0.72. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.56 and a current ratio of 1.56. Realty Income Corporation has a fifty-two week low of $55.86 and a fifty-two week high of $67.93.

Realty Income (NYSE:O) last released its earnings results on Wednesday, May 6th. The real estate investment trust reported $1.13 earnings per share for the quarter, beating analysts’ consensus estimates of $1.10 by $0.03. Realty Income had a return on equity of 2.80% and a net margin of 18.94%.The firm had revenue of $1.55 billion during the quarter, compared to the consensus estimate of $1.39 billion. During the same period in the prior year, the company posted $1.06 EPS. The company’s revenue 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. As a group, equities analysts anticipate that Realty Income Corporation will post 4.44 EPS for the current fiscal year.

Realty Income Increases Dividend

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

Insider Buying and Selling 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 stock was sold at an average price of $62.42, for a total transaction of $461,908.00. Following the completion of the sale, the insider directly owned 67,641 shares in the company, valued at $4,222,151.22. This represents a 9.86% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.10% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the company. Weiss Ratings reiterated a “hold (c+)” rating on shares of Realty Income in a research report on Friday, April 10th. Royal Bank Of Canada upped their target price on Realty Income from $70.00 to $71.00 and gave the company an “outperform” rating in a research report on Thursday, May 7th. Loop Capital set a $69.00 target price on Realty Income in a research report on Monday, March 2nd. Cantor Fitzgerald upped their target price on Realty Income from $60.00 to $68.00 and gave the company a “neutral” rating in a research report on Friday, February 27th. Finally, Jefferies Financial Group assumed coverage on Realty Income in a research report on Monday, June 1st. They set a “buy” rating and a $69.00 target price for the company. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $67.46.

Key Headlines Impacting 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

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.