Stifel Nicolaus Issues Positive Forecast for Realty Income (NYSE:O) Stock Price

Realty Income (NYSE:O) had its price target upped by Stifel Nicolaus from $67.75 to $70.50 in a research note published on Wednesday morning, MarketBeat.com reports. They currently have a buy rating on the real estate investment trust’s stock.

Other analysts have also issued research reports about the stock. Scotiabank raised shares of Realty Income from a “sector perform” rating to a “sector outperform” rating and raised their price target for the company from $60.00 to $67.00 in a report on Friday, January 30th. Wall Street Zen cut Realty Income from a “hold” rating to a “sell” rating in a research note on Tuesday, February 3rd. Weiss Ratings restated a “hold (c)” rating on shares of Realty Income in a research report on Monday, December 29th. Mizuho cut their price target on Realty Income from $63.00 to $60.00 and set a “neutral” rating on the stock in a research note on Wednesday, December 17th. Finally, Barclays raised their price target on Realty Income from $63.00 to $64.00 and gave the company an “equal weight” rating in a report on Wednesday, December 3rd. Six research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Realty Income presently has a consensus rating of “Hold” and an average target price of $64.27.

Realty Income Stock Performance

Shares of NYSE:O opened at $65.95 on Wednesday. The business has a fifty day moving average of $60.80 and a 200-day moving average of $59.29. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.53 and a current ratio of 1.53. Realty Income has a twelve month low of $50.71 and a twelve month high of $67.15. The firm has a market cap of $60.67 billion, a PE ratio of 56.37, a price-to-earnings-growth ratio of 3.93 and a beta of 0.79.

Realty Income (NYSE:O) last issued its quarterly earnings data on Tuesday, February 24th. The real estate investment trust reported $0.32 EPS for the quarter, missing analysts’ consensus estimates of $1.08 by ($0.76). The company had revenue of $1.40 billion for the quarter, compared to the consensus estimate of $1.39 billion. Realty Income had a return on equity of 2.69% and a net margin of 18.41%.The firm’s revenue was up 11.0% compared to the same quarter last year. During the same period in the prior year, the company earned $1.05 EPS. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. On average, equities research analysts predict that Realty Income will post 4.19 EPS for the current fiscal year.

Realty Income Announces Dividend

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

Hedge Funds Weigh In On Realty Income

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in O. DGS Capital Management LLC raised its position in shares of Realty Income by 4.3% in the 4th quarter. DGS Capital Management LLC now owns 3,836 shares of the real estate investment trust’s stock valued at $216,000 after acquiring an additional 158 shares during the period. Patrick M Sweeney & Associates Inc. raised its holdings in Realty Income by 4.5% in 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 purchasing an additional 164 shares during the period. CYBER HORNET ETFs LLC raised its holdings in Realty Income by 7.4% in the fourth quarter. CYBER HORNET ETFs LLC now owns 2,417 shares of the real estate investment trust’s stock worth $136,000 after purchasing an additional 166 shares during the period. Sage Private Wealth Group LLC boosted its position in shares of Realty Income by 2.2% during the fourth quarter. Sage Private Wealth Group LLC now owns 7,844 shares of the real estate investment trust’s stock worth $442,000 after purchasing an additional 170 shares in the last quarter. Finally, Crescent Sterling Ltd. grew its holdings in shares of Realty Income by 4.1% in the 3rd quarter. Crescent Sterling Ltd. now owns 4,515 shares of the real estate investment trust’s stock valued at $274,000 after buying an additional 176 shares during the period. Institutional investors own 70.81% of the company’s stock.

Realty Income News Roundup

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

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.