Sowell Financial Services LLC Increases Stock Holdings in Realty Income Corporation $O

Sowell Financial Services LLC lifted its stake in shares of Realty Income Corporation (NYSE:O) by 30.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 41,773 shares of the real estate investment trust’s stock after buying an additional 9,665 shares during the quarter. Sowell Financial Services LLC’s holdings in Realty Income were worth $2,539,000 at the end of the most recent reporting period.

Other hedge funds have also recently modified their holdings of the company. Compagnie Lombard Odier SCmA acquired a new position in Realty Income in the second quarter valued at $25,000. Heartwood Wealth Advisors LLC purchased a new stake in shares of Realty Income in the 3rd quarter valued at about $29,000. Avion Wealth boosted its position in shares of Realty Income by 142.4% in the 2nd quarter. Avion Wealth now owns 526 shares of the real estate investment trust’s stock valued at $30,000 after purchasing an additional 309 shares during the period. Twin Peaks Wealth Advisors LLC purchased a new position in Realty Income during the 2nd quarter worth approximately $31,000. Finally, Country Trust Bank increased its position in Realty Income by 806.5% during the second quarter. Country Trust Bank now owns 562 shares of the real estate investment trust’s stock worth $32,000 after buying an additional 500 shares during the period. 70.81% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on O shares. Wells Fargo & Company increased their price objective on Realty Income from $59.00 to $60.00 and gave the company an “equal weight” rating in a report on Tuesday, November 25th. Evercore ISI started coverage on shares of Realty Income in a research note on Wednesday, October 1st. They set an “in-line” rating and a $62.00 price target for the company. Cantor Fitzgerald dropped their price objective on shares of Realty Income from $64.00 to $60.00 and set a “neutral” rating on the stock in a research note on Thursday, November 6th. Wall Street Zen cut shares of Realty Income from a “hold” rating to a “sell” rating in a report on Saturday. Finally, Royal Bank Of Canada increased their target price on shares of Realty Income from $60.00 to $61.00 and gave the stock an “outperform” rating in a research note on Tuesday, November 4th. Three research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $62.23.

Insider Activity at Realty Income

In related news, Director Mary Hogan Preusse sold 11,000 shares of Realty Income stock in a transaction that occurred on Tuesday, September 30th. The stock was sold at an average price of $60.43, for a total value of $664,730.00. Following the sale, the director directly owned 19,211 shares in the company, valued at $1,160,920.73. The trade was a 36.41% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. 0.10% of the stock is owned by corporate insiders.

More Realty Income News

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

• Positive Sentiment: Fool pieces argue Realty Income is a buy for its reliable, growing monthly dividend and conservative triple‑net lease model, reinforcing demand from income investors. 3 Reasons to Buy Realty Income Stock Like There’s No Tomorrow
• Positive Sentiment: Another Fool feature says management’s focus on triple‑net leases and defensive retail tenants makes Realty Income a “never sell” dividend holding, supporting long‑term investor demand. 3 Reasons I’m Never Selling This Dividend Stock
• Positive Sentiment: 247wallst includes Realty Income among top dividend stock ideas heading into 2026, which can attract momentum and income‑focused inflows. The 3 Best Dividend Stocks to Buy Going Into 2026
• Neutral Sentiment: 24/7 Wall St. published a multi‑year price‑forecast/update that reiterates Realty Income’s role as a dividend stalwart but shows modest recent price movement and conservative upside expectations. Realty Income (NYSE: O) Stock Price Prediction and Forecast 2025-2030 (January 2025)
• Neutral Sentiment: Morgan Stanley maintained an Equal‑Weight rating on Realty Income, a neutral analyst signal that can cap upside until there are stronger operational or guidance beats. Morgan Stanley maintains Realty Income (O) equal-weight recommendation
• Neutral Sentiment: General market pieces (MarketBeat) highlight sector/market leadership themes for 2026 but don’t single Realty Income out as a top AI‑driven or cyclical beneficiary — reinforcing Realty’s status as a stable, income play rather than a momentum stock. 5 Stocks Set to Start Strong in January and Lead Through 2026

Realty Income Stock Up 0.0%

Shares of Realty Income stock opened at $56.70 on Monday. Realty Income Corporation has a one year low of $50.71 and a one year high of $61.08. The company has a market cap of $52.15 billion, a P/E ratio of 52.50, a PEG ratio of 3.56 and a beta of 0.80. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.53 and a current ratio of 1.53. The firm has a fifty day moving average of $57.53 and a two-hundred day moving average of $58.05.

Realty Income (NYSE:O) last issued its earnings results on Monday, November 3rd. The real estate investment trust reported $1.08 earnings per share for the quarter, beating the consensus estimate of $1.07 by $0.01. The business had revenue of $1.47 billion for the quarter, compared to the consensus estimate of $1.35 billion. Realty Income had a net margin of 17.17% and a return on equity of 2.45%. The business’s quarterly revenue was up 10.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.05 earnings per share. Realty Income has set its FY 2025 guidance at 4.250-4.270 EPS. On average, analysts forecast that Realty Income Corporation will post 4.19 earnings per share for the current year.

Realty Income Increases Dividend

The firm also recently announced a monthly dividend, which will be paid on Thursday, January 15th. Stockholders of record on Wednesday, December 31st will be paid a dividend of $0.27 per share. This is a positive change from Realty Income’s previous monthly dividend of $0.27. The ex-dividend date of this dividend is Wednesday, December 31st. This represents a c) dividend on an annualized basis and a dividend yield of 5.7%. Realty Income’s dividend payout ratio (DPR) is currently 299.07%.

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.