Realty Income (NYSE:O – Get Free Report) had its price target lowered by research analysts at Mizuho from $66.00 to $61.00 in a research note issued on Thursday, Benzinga reports. The firm currently has a “neutral” rating on the real estate investment trust’s stock. Mizuho’s price objective suggests a potential upside of 6.36% from the stock’s current price.
O has been the subject of several other reports. Stifel Nicolaus set a $70.75 price objective on Realty Income in a research report on Tuesday, June 30th. Barclays cut their target price on Realty Income from $67.00 to $65.00 and set an “equal weight” rating on the stock in a research report on Friday, September 4th. UBS Group set a $67.00 target price on Realty Income in a report on Thursday, June 18th. Royal Bank Of Canada dropped their price target on Realty Income from $71.00 to $70.00 and set an “outperform” rating on the stock in a research note on Friday, August 7th. Finally, Scotiabank cut their price target on Realty Income from $72.00 to $67.00 and set a “sector outperform” rating on the stock in a report on Thursday, June 18th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Realty Income presently has an average rating of “Moderate Buy” and an average price target of $66.92.
Check Out Our Latest Stock Analysis on Realty Income
Realty Income Stock Up 0.4%
Realty Income (NYSE:O – Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The real estate investment trust reported $1.09 earnings per share (EPS) for the quarter, meeting the consensus estimate of $1.09. The firm had revenue of $1.55 billion during the quarter, compared to the consensus estimate of $1.40 billion. Realty Income had a net margin of 20.93% and a return on equity of 3.12%. The company’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same quarter last year, the firm earned $1.05 earnings per share. Realty Income has set its FY 2026 guidance at 4.440-4.450 EPS. On average, equities analysts predict that Realty Income will post 4.42 EPS for the current fiscal year.
Institutional Investors Weigh In On Realty Income
Institutional investors have recently added to or reduced their stakes in the company. BlackRock Inc. bought a new position in shares of Realty Income during the 2nd quarter worth approximately $6,997,219,000. State Street Corp increased its position in shares of Realty Income by 0.8% during the fourth quarter. State Street Corp now owns 63,559,987 shares of the real estate investment trust’s stock valued at $3,599,676,000 after acquiring an additional 531,095 shares during the last quarter. Geode Capital Management LLC increased its position in shares of Realty Income by 2.8% during the fourth quarter. Geode Capital Management LLC now owns 29,206,196 shares of the real estate investment trust’s stock valued at $1,655,991,000 after acquiring an additional 793,100 shares during the last quarter. Bank of America Corp DE lifted its holdings in Realty Income by 10.3% during the second quarter. Bank of America Corp DE now owns 19,117,994 shares of the real estate investment trust’s stock worth $1,184,551,000 after acquiring an additional 1,785,859 shares during the period. Finally, Dimensional Fund Advisors LP lifted its holdings in Realty Income by 1.2% during the first quarter. Dimensional Fund Advisors LP now owns 13,018,219 shares of the real estate investment trust’s stock worth $796,457,000 after acquiring an additional 154,581 shares during the period. 70.81% of the stock is owned by institutional investors.
Realty Income News Summary
Here are the key news stories impacting Realty Income this week:
- Positive Sentiment: Realty Income formed a €528 million European net-lease joint venture with KKR covering 54 properties across four countries. The partnership provides long-term private capital, allows Realty Income to retain majority ownership and supports the company’s expanded $10 billion 2026 investment plan. This could accelerate property acquisitions while limiting the need for additional balance-sheet leverage. Realty Income and KKR Form €528M European JV
- Positive Sentiment: Commentary continues to highlight Realty Income’s high occupancy, recurring cash flows and long record of monthly dividend payments. Those characteristics may appeal to income-focused investors, particularly after the recent selloff. My Forever Portfolio: 3 Dividend-Paying Value Stocks That Are Too Cheap to Ignore
- Neutral Sentiment: Investors are weighing Realty Income’s approximately 5.5% yield and dividend-growth history against alternatives such as VICI Properties, which offers a higher current yield but has a different portfolio and risk profile. The comparison may limit near-term demand for O, even though Realty Income remains the more established income vehicle. Why VICI Properties’ 7.19% Yield Beats Realty Income’s Dividend Streak, At Least For Now
- Negative Sentiment: Recent market commentary describes Realty Income as having underperformed the broader market and trading near its 52-week low. Comparisons with Johnson & Johnson also argue that slower long-term capital appreciation could make O less attractive for investors prioritizing total returns over immediate income. Monthly Paydays vs. Compound Growth: Why JNJ Beats O for Long-Term Retirees
About Realty Income
Realty Income Corporation is a real estate investment trust (REIT) that owns and manages a diversified portfolio of commercial properties. The company primarily uses long-term, single-tenant, net lease agreements, under which tenants generally assume responsibility for property-level expenses such as maintenance, insurance and taxes.
Its portfolio includes retail, industrial, distribution, office, gaming and other commercial properties. Realty Income serves a broad range of tenants, including convenience stores, grocery stores, pharmacies, home improvement retailers, restaurants, logistics operators and other established businesses.
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