Healthcare of Ontario Pension Plan Trust Fund Has $3.54 Million Position in Realty Income Corporation $O

Healthcare of Ontario Pension Plan Trust Fund boosted its holdings in Realty Income Corporation (NYSE:O) by 58.9% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 57,778 shares of the real estate investment trust’s stock after acquiring an additional 21,413 shares during the period. Healthcare of Ontario Pension Plan Trust Fund’s holdings in Realty Income were worth $3,535,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also added to or reduced their stakes in O. Brighton Jones LLC lifted its stake in shares of Realty Income by 11.2% during the 4th quarter. Brighton Jones LLC now owns 6,101 shares of the real estate investment trust’s stock worth $326,000 after buying an additional 615 shares during the last quarter. Bison Wealth LLC bought a new stake in shares of Realty Income during the 4th quarter worth about $571,000. Empowered Funds LLC grew its stake in Realty Income by 8.0% in the 1st quarter. Empowered Funds LLC now owns 18,029 shares of the real estate investment trust’s stock valued at $1,041,000 after buying an additional 1,330 shares during the last quarter. Woodline Partners LP grew its stake in Realty Income by 41.3% in the 1st quarter. Woodline Partners LP now owns 73,942 shares of the real estate investment trust’s stock valued at $4,289,000 after buying an additional 21,603 shares during the last quarter. Finally, Intech Investment Management LLC raised its holdings in Realty Income by 14.9% in the 1st quarter. Intech Investment Management LLC now owns 25,401 shares of the real estate investment trust’s stock valued at $1,474,000 after acquiring an additional 3,290 shares during the period. Institutional investors and hedge funds own 70.81% of the company’s stock.

More Realty Income News

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

• Positive Sentiment: Realty Income is viewed favorably versus Simon Property Group because of its steadier cash flow, diversified portfolio, monthly dividend payments and lower forward valuation. Realty Income vs. Simon Property: Which REIT Is the Better Buy Now?
• Positive Sentiment: The company’s long record of dividend increases—roughly three decades—continues to support its appeal to income-oriented investors. Its real estate portfolio, focused on prime locations and long-term tenants, is also cited as a business advantage. Realty Income (O): Should You Buy Only For Monthly Dividends?
• Neutral Sentiment: Realty Income has outperformed the broader market year to date, but analysts remain cautiously optimistic rather than strongly bullish. The stock’s recovery has increased the importance of its next earnings update. Realty Income Stock: Analyst Estimates & Ratings
• Negative Sentiment: Investors are awaiting Realty Income’s earnings report expected before August 5. With the stock recently recovering, the results and forward outlook will need to justify its valuation and could produce added volatility if expectations are not met. Should You Buy Realty Income Stock Before Aug. 5?

Realty Income Stock Performance

NYSE:O opened at $64.38 on Friday. The stock has a fifty day moving average price of $62.71 and a 200-day moving average price of $62.94. The company has a market cap of $60.03 billion, a price-to-earnings ratio of 52.77, a PEG ratio of 5.11 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 issued its quarterly 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. The company had revenue of $1.55 billion for the quarter, compared to analysts’ expectations of $1.39 billion. Realty Income had a return on equity of 2.80% and a net margin of 18.94%.Realty Income’s revenue was up 12.2% on a year-over-year basis. During the same quarter last 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, equities analysts anticipate that Realty Income Corporation will post 4.45 EPS for the current fiscal year.

Realty Income Dividend Announcement

The company also recently announced a monthly dividend, which will be paid on Friday, August 14th. Shareholders of record on Friday, July 31st will be issued a $0.271 dividend. This represents a c) annualized dividend and a yield of 5.1%. The ex-dividend date of this dividend is Friday, July 31st. Realty Income’s dividend payout ratio (DPR) is currently 266.39%.

Analyst Upgrades and Downgrades

O has been the subject of several research reports. Stifel Nicolaus set a $70.75 price objective on shares of Realty Income in a research report on Tuesday, June 30th. Royal Bank Of Canada increased their target price on Realty Income from $70.00 to $71.00 and gave the stock an “outperform” rating in a research note on Thursday, May 7th. Scotiabank dropped their price target on Realty Income from $72.00 to $67.00 and set a “sector outperform” rating for the company in a report on Thursday, June 18th. Huntington began coverage on Realty Income in a report on Wednesday, July 15th. They set an “outperform” rating and a $70.00 price target for the company. Finally, Robert W. Baird upped their price objective on Realty Income from $64.00 to $65.00 and gave the company a “neutral” rating in a report on Monday, July 6th. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus target price of $67.11.

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.