Meiji Yasuda Asset Management Co Ltd. Takes Position in Realty Income Corporation $O

Meiji Yasuda Asset Management Co Ltd. acquired a new position in Realty Income Corporation (NYSE:O) in the 2nd quarter, HoldingsChannel.com reports. The firm acquired 277,646 shares of the real estate investment trust’s stock, valued at approximately $17,203,000. Realty Income accounts for about 0.8% of Meiji Yasuda Asset Management Co Ltd.’s investment portfolio, making the stock its 22nd biggest holding.

A number of other large investors have also recently bought and sold shares of O. Dunhill Financial LLC purchased a new position in Realty Income during the 2nd quarter worth approximately $27,000. EFG International AG purchased a new stake in shares of Realty Income in the 4th quarter valued at $26,000. Evolution Wealth Management Inc. boosted its holdings in shares of 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 acquiring an additional 360 shares during the last quarter. Quattro Advisors LLC acquired a new stake in shares of Realty Income in the fourth quarter worth $29,000. Finally, Sankala Group LLC acquired a new stake in shares of Realty Income in the fourth quarter worth $32,000. Hedge funds and other institutional investors own 70.81% of the company’s stock.

Realty Income Trading Up 0.0%

Shares of O stock opened at $62.61 on Monday. The stock has a 50 day simple moving average of $63.18 and a 200-day simple moving average of $63.17. Realty Income Corporation has a 1-year low of $55.86 and a 1-year high of $67.93. The company has a market cap of $59.24 billion, a price-to-earnings ratio of 45.70, a PEG ratio of 4.44 and a beta of 0.71. The company has a debt-to-equity ratio of 0.73, a current ratio of 5.88 and a quick ratio of 5.88.

Realty Income (NYSE:O) last released its quarterly earnings results on Wednesday, August 5th. The real estate investment trust reported $1.09 earnings per share for the quarter, hitting the consensus estimate of $1.09. Realty Income had a net margin of 20.93% and a return on equity of 3.12%. The firm had revenue of $1.55 billion during the quarter, compared to the consensus estimate of $1.40 billion. During the same quarter in the prior year, the firm earned $1.05 EPS. The company’s revenue for the quarter was up 9.7% on a year-over-year basis. Realty Income has set its FY 2026 guidance at 4.440-4.450 EPS. On average, equities research analysts expect that Realty Income Corporation will post 4.43 EPS for the current fiscal year.

Realty Income Dividend Announcement

The company also recently disclosed a monthly dividend, which will be paid on Tuesday, September 15th. Investors of record on Monday, August 31st will be issued a $0.271 dividend. The ex-dividend date of this dividend is Monday, August 31st. This represents a c) dividend on an annualized basis and a dividend yield of 5.2%. Realty Income’s dividend payout ratio is currently 237.23%.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on O shares. Weiss Ratings raised shares of Realty Income from a “buy (b-)” rating to a “buy (b)” rating in a report on Thursday. UBS Group set a $67.00 price objective on Realty Income in a research note on Thursday, June 18th. Stifel Nicolaus set a $70.75 price objective on Realty Income in a report on Tuesday, June 30th. Evercore set a $68.00 target price on Realty Income in a report on Friday, August 7th. Finally, Morgan Stanley set a $67.00 price target on Realty Income in a report on Monday, April 27th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Realty Income has a consensus rating of “Moderate Buy” and a consensus price target of $67.42.

Trending Headlines about Realty Income

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

• Positive Sentiment: Analysts at Yahoo Finance argue that Realty Income could be approximately 12% undervalued following its recent convertible-note activity. The company’s monthly dividend, supported by an indicated yield of roughly 5.2%, remains a key attraction for income-focused investors. Realty Income Could Be 12% Undervalued Following New Convertible Note Issues
• Positive Sentiment: Investment commentary continues to favor Realty Income as a dependable dividend stock because of its monthly payment schedule, relatively high yield, and recurring net-lease rental income. Other coverage also highlights its European expansion as a potential long-term growth engine. Why I Think the Best Dividend Stock Isn’t a Tech Name: It’s Realty Income
• Neutral Sentiment: Realty Income completed or announced offerings totaling approximately $1.625 billion of convertible senior notes due 2031, including notes carrying a 3.750% coupon. The financing could improve liquidity and support acquisitions, but its equity-linked structure may increase future share dilution and adds to the company’s financing obligations. Realty Income Adds $1.625 Billion of Convertible Notes Due 2031
• Neutral Sentiment: Articles continue to list Realty Income among monthly dividend payers and emphasize that investors may need roughly $19,000 to $20,000 invested to generate $1,000 in annual dividends at current yield levels. These reports reinforce income demand but do not materially change company fundamentals. 5 Monthly Dividend Payers to Own Heading Into September
• Negative Sentiment: The new debt has likely contributed to near-term caution because investors must assess additional leverage, interest costs, and possible dilution from conversion. Realty Income’s recent short-term performance has also been weak, increasing pressure on the stock despite its dividend appeal.

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.