Royal Bank Of Canada Issues Positive Forecast for Realty Income (NYSE:O) Stock Price

Realty Income (NYSE:O) had its price target raised by Royal Bank Of Canada from $61.00 to $70.00 in a research report sent to investors on Wednesday morning, MarketBeat.com reports. Royal Bank Of Canada currently has an outperform rating on the real estate investment trust’s stock.

Other equities research analysts have also recently issued research reports about the stock. Barclays upped their price objective on shares of Realty Income from $63.00 to $64.00 and gave the stock an “equal weight” rating in a research report on Wednesday, December 3rd. Scotiabank raised shares of Realty Income from a “sector perform” rating to a “sector outperform” rating and upped their price target for the stock from $60.00 to $67.00 in a report on Friday, January 30th. Wells Fargo & Company lifted their price objective on shares of Realty Income from $59.00 to $60.00 and gave the company an “equal weight” rating in a research note on Tuesday, November 25th. Weiss Ratings restated a “hold (c)” rating on shares of Realty Income in a research note on Monday, December 29th. Finally, Wall Street Zen downgraded Realty Income from a “hold” rating to a “sell” rating in a report on Tuesday, February 3rd. Six research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $64.27.

Realty Income Trading Down 0.9%

Shares of O stock opened at $65.95 on Wednesday. The stock has a market cap of $60.67 billion, a P/E ratio of 56.37, a price-to-earnings-growth ratio of 3.93 and a beta of 0.79. Realty Income has a 1 year low of $50.71 and a 1 year high of $67.15. The company has a current ratio of 1.53, a quick ratio of 1.53 and a debt-to-equity ratio of 0.72. The stock has a 50 day simple moving average of $60.80 and a 200 day simple moving average of $59.29.

Realty Income (NYSE:O) last announced its quarterly earnings data on Tuesday, February 24th. The real estate investment trust reported $0.32 earnings per share for the quarter, missing the consensus estimate of $1.08 by ($0.76). The company had revenue of $1.40 billion during 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 2.69%. Realty Income’s revenue was up 11.0% on a year-over-year basis. During the same period in the prior year, the firm earned $1.05 earnings per share. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. On average, research analysts predict that Realty Income will post 4.19 earnings per share for the current fiscal year.

Realty Income Dividend Announcement

The business also recently announced a monthly dividend, which will be paid on Friday, March 13th. Shareholders of record on Friday, February 27th will be paid a dividend of $0.27 per share. This represents a c) dividend on an annualized basis and a dividend yield of 4.9%. The ex-dividend date of this dividend is Friday, February 27th. Realty Income’s payout ratio is presently 300.00%.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. EFG International AG acquired a new position in Realty Income in the 4th quarter worth about $26,000. Stance Capital LLC bought a new stake in shares of Realty Income during the third quarter worth about $27,000. Evolution Wealth Management Inc. increased its stake in shares of Realty Income by 257.1% in the fourth quarter. Evolution Wealth Management Inc. now owns 500 shares of the real estate investment trust’s stock valued at $28,000 after buying an additional 360 shares during the period. Heartwood Wealth Advisors LLC bought a new position in Realty Income in the 3rd quarter valued at approximately $29,000. Finally, Quattro Advisors LLC bought a new position in Realty Income in the 4th quarter valued at approximately $29,000. 70.81% of the stock is currently owned by institutional investors.

Key Headlines Impacting Realty Income

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

• Positive Sentiment: Q4 top-line and FFO/AFFO: Revenue grew ~11% year-over-year and AFFO/FFO roughly met consensus, supporting the REIT’s cash generation and dividend coverage. Realty Income’s Q4 AFFO Meets Estimates, Revenues Beat & Rise Y/Y
• Positive Sentiment: Portfolio strength and investment plans: Management flagged high occupancy (stable rent recapture) and is targeting roughly $8B of investments in 2026, signaling growth ambitions. Realty Income targets $8B in 2026 investments while expanding global partnerships
• Positive Sentiment: Analyst upgrades/targets: Royal Bank of Canada and Stifel raised price targets to ~$70 and put outperform/buy ratings on O, providing support to the rally and signaling upside from current levels. Benzinga TickerReport
• Positive Sentiment: Short interest dropped ~18.5% in February (to ~3.0% of float), reducing one potential source of selling pressure and signaling less bearish positioning.
• Neutral Sentiment: Market commentary highlights Realty Income as a reliable dividend name and long-term income holding; these retail-focused features support steady demand but don’t change the near-term earnings debate. 2 Best Dividend Stocks to Buy Now and Hold Forever
• Negative Sentiment: Big EPS miss: Reported EPS of $0.32 vs. consensus ~$1.08 — the miss is a primary reason for the pullback, raising near-term execution concerns despite AFFO staying inline. MarketBeat earnings summary
• Negative Sentiment: Guidance/FFO outlook concerns: Multiple reports note management’s commentary about slowing demand and higher property-management costs, and some coverage says 2026 FFO may come in below Wall Street expectations — a key risk for a dividend-oriented REIT. Realty Income forecasts annual FFO below estimates on slowing demand, higher costs
• Negative Sentiment: Market reaction/coverage: Several outlets note the earnings miss and muted guidance as a reason shares “edged lower” after the report — indicating sentiment and positioning shifted more cautious post-release. Realty Income edges lower on Q4 earnings miss

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.