Realty Income Corporation $O Shares Bought by QRG Capital Management Inc.

QRG Capital Management Inc. increased its holdings in shares of Realty Income Corporation (NYSE:O) by 67.7% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 71,913 shares of the real estate investment trust’s stock after acquiring an additional 29,030 shares during the period. QRG Capital Management Inc.’s holdings in Realty Income were worth $4,054,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in O. Stance Capital LLC acquired a new stake in shares of Realty Income in the third quarter valued at about $27,000. Strengthening Families & Communities LLC increased its position in Realty Income by 586.1% during the third quarter. Strengthening Families & Communities LLC now owns 494 shares of the real estate investment trust’s stock worth $30,000 after purchasing an additional 422 shares during the last quarter. Ameriflex Group Inc. lifted its holdings in Realty Income by 68.7% in the third quarter. Ameriflex Group Inc. now owns 528 shares of the real estate investment trust’s stock valued at $32,000 after acquiring an additional 215 shares during the last quarter. FNY Investment Advisers LLC grew its holdings in shares of Realty Income by 622.2% during the 4th quarter. FNY Investment Advisers LLC now owns 650 shares of the real estate investment trust’s stock worth $36,000 after purchasing an additional 560 shares during the period. Finally, Maseco LLP purchased a new position in Realty Income during the fourth quarter worth about $43,000. Hedge funds and other institutional investors own 70.81% of the company’s stock.

Insider Activity

In other news, insider Michelle Bushore sold 7,400 shares of the stock in a transaction that occurred 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 in the company, valued at $4,222,151.22. This represents a 9.86% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.10% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several research firms have recently commented on O. Cantor Fitzgerald raised their price target on Realty Income from $60.00 to $68.00 and gave the stock a “neutral” rating in a research report on Friday, February 27th. Mizuho increased their price objective on shares of Realty Income from $60.00 to $68.00 and gave the company a “neutral” rating in a research report on Wednesday, March 11th. Loop Capital set a $69.00 target price on Realty Income in a research report on Monday, March 2nd. Royal Bank Of Canada boosted their price target on shares of Realty Income from $61.00 to $70.00 and gave the company an “outperform” rating in a research report on Wednesday, February 25th. Finally, Stifel Nicolaus raised their price objective on shares of Realty Income from $67.75 to $70.50 and gave the stock a “buy” rating in a research report on Wednesday, February 25th. Six investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Realty Income currently has a consensus rating of “Hold” and a consensus price target of $67.19.

Realty Income News Summary

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

• Positive Sentiment: FFO beat — Realty Income reported funds from operations (FFO) of $1.13/share vs. the Zacks consensus of $1.10, an improvement from $1.06 a year ago; for REIT investors FFO is a key profitability metric and this beat supports dividend coverage and valuation. Realty Income Corp. (O) Q1 FFO and Revenues Beat Estimates
• Positive Sentiment: Revenue and operating strength — Total revenue exceeded expectations ($1.55B vs. ~$1.39B est.) and management described a strong quarter, prompting an upward revision to parts of its outlook; that operational strength is likely the primary catalyst behind today’s positive price action. Realty Income boosts 2026 outlook after strong quarter
• Neutral Sentiment: Market commentary on monthly dividend appeal — Several consumer finance pieces and dividend‑income roundups continue to highlight Realty Income as a core monthly‑payout holding; these stories support investor interest but are not immediate catalysts. Want Reliable Dividend Income in May? These 2 Stocks Deliver
• Negative Sentiment: EPS miss and slightly cautious FY26 guidance — GAAP EPS came in at $0.33 (below the $0.40 consensus), and the updated FY2026 EPS range (4.410–4.440) sits a hair below the Street consensus (~4.450). Those points are weighing on sentiment for investors focused on near‑term EPS and analyst targets. Realty Income reported earnings (MarketBeat)

Realty Income Trading Up 0.7%

Shares of O stock opened at $64.04 on Thursday. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.40 and a quick ratio of 1.40. Realty Income Corporation has a 1-year low of $54.38 and a 1-year high of $67.93. The business’s fifty day moving average price is $63.64 and its 200 day moving average price is $60.78. The firm has a market capitalization of $59.71 billion, a PE ratio of 54.73, a P/E/G ratio of 4.30 and a beta of 0.75.

Realty Income (NYSE:O) last issued its earnings results on Wednesday, May 6th. The real estate investment trust reported $1.13 earnings per share for the quarter, topping the consensus estimate of $1.10 by $0.03. The company had revenue of $1.55 billion for the quarter, compared to analyst estimates of $1.39 billion. Realty Income had a net margin of 18.41% and a return on equity of 2.68%. The firm’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period in the prior year, the business posted $1.06 earnings per share. Realty Income has set its FY 2026 guidance at 4.410-4.440 EPS. As a group, sell-side analysts forecast that Realty Income Corporation will post 4.45 EPS for the current fiscal year.

Realty Income Announces Dividend

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

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.