Pacer Advisors Inc. Has $5.18 Million Holdings in Realty Income Corporation $O

Pacer Advisors Inc. boosted its holdings in shares of Realty Income Corporation (NYSE:O) by 25.9% in the fourth quarter, HoldingsChannel reports. The firm owned 91,845 shares of the real estate investment trust’s stock after acquiring an additional 18,916 shares during the period. Pacer Advisors Inc.’s holdings in Realty Income were worth $5,177,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Oregon Public Employees Retirement Fund boosted its position in shares of Realty Income by 0.8% in the 4th quarter. Oregon Public Employees Retirement Fund now owns 105,250 shares of the real estate investment trust’s stock worth $5,933,000 after purchasing an additional 800 shares during the last quarter. Summit Wealth Group LLC Co. bought a new position in Realty Income during the fourth quarter worth about $249,000. Patrick M Sweeney & Associates Inc. lifted its holdings in Realty Income by 4.5% during the fourth quarter. Patrick M Sweeney & Associates Inc. now owns 3,801 shares of the real estate investment trust’s stock worth $214,000 after acquiring an additional 164 shares in the last quarter. World Investment Advisors lifted its holdings in Realty Income by 68.8% during the fourth quarter. World Investment Advisors now owns 220,836 shares of the real estate investment trust’s stock worth $12,449,000 after acquiring an additional 90,023 shares in the last quarter. Finally, Valley Wealth Managers Inc. lifted its holdings in Realty Income by 13.0% during the fourth quarter. Valley Wealth Managers Inc. now owns 75,533 shares of the real estate investment trust’s stock worth $4,258,000 after acquiring an additional 8,695 shares in the last quarter. 70.81% of the stock is currently owned by institutional investors.

Realty Income News Summary

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

• Positive Sentiment: Realty Income lifted its 2026 forecast after a strong first quarter and continued capital expansion, which signals management sees healthier earnings and growth ahead. Realty Income lifts 2026 forecast after strong Q1 and capital expansion
• Positive Sentiment: Scotiabank raised its price target on Realty Income and reiterated a bullish outlook, suggesting analysts see more upside after the recent earnings report.
• Positive Sentiment: Freedom Capital upgraded the stock to strong-buy, and another note on Seeking Alpha also highlighted attractive risk/reward after Q1 earnings, adding to the positive post-earnings sentiment. Realty Income raised to Buy on attractive risk-reward after Q1 earnings
• Neutral Sentiment: Analysts overall still rate Realty Income around Hold, indicating the market sees the stock as fairly valued rather than a clear bargain or a clear overvalued name. Realty Income Corporation (NYSE:O) Receives Average Rating of “Hold” from Analysts
• Neutral Sentiment: The company’s Q1 operating results were solid, with net income and adjusted funds from operations improving, but this appears to be largely priced in after the earnings release. Realty Income (O) Announces Operating Results for 3 Months ended March 31, 2026
• Negative Sentiment: Mizuho cut its price target from $68 to $66 and maintained a neutral rating, which likely limited enthusiasm and may be pressuring the shares.

Analyst Ratings Changes

Several research analysts have weighed in on O shares. Barclays lifted their target price on Realty Income from $65.00 to $68.00 and gave the stock an “equal weight” rating in a report on Tuesday, April 21st. Royal Bank Of Canada lifted their price target on Realty Income from $70.00 to $71.00 and gave the company an “outperform” rating in a research note on Thursday, May 7th. Wall Street Zen raised Realty Income from a “sell” rating to a “hold” rating in a research note on Saturday, February 28th. Weiss Ratings reissued a “hold (c+)” rating on shares of Realty Income in a research note on Friday, April 10th. Finally, Scotiabank reissued an “outperform” rating on shares of Realty Income in a research note on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $67.35.

Realty Income Price Performance

NYSE:O opened at $61.54 on Thursday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.56 and a current ratio of 1.56. The stock’s 50-day simple moving average is $63.18 and its 200 day simple moving average is $60.84. The company has a market cap of $57.38 billion, a P/E ratio of 50.44, a P/E/G ratio of 4.91 and a beta of 0.75. Realty Income Corporation has a 52-week low of $54.38 and a 52-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 (EPS) for the quarter, beating analysts’ consensus estimates of $1.10 by $0.03. The business had revenue of $1.55 billion for the quarter, compared to the consensus estimate of $1.39 billion. Realty Income had a return on equity of 2.80% and a net margin of 18.94%.Realty Income’s quarterly revenue was up 12.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $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 4.42 EPS for the current fiscal year.

Realty Income Dividend Announcement

The business also recently announced 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 of this dividend is Thursday, April 30th. This represents a c) dividend on an annualized basis and a dividend yield of 5.3%. Realty Income’s payout ratio is currently 265.57%.

Insider Activity

In related news, insider Michelle Bushore sold 7,400 shares of Realty Income stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $62.42, for a total value of $461,908.00. Following the sale, the insider 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 ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Corporate insiders own 0.10% of the company’s stock.

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.