Realty Income Corporation (NYSE:O) Receives Consensus Recommendation of “Hold” from Analysts

Shares of Realty Income Corporation (NYSE:O) have earned an average recommendation of “Hold” from the fifteen ratings firms that are presently covering the stock, Marketbeat reports. One investment analyst has rated the stock with a sell recommendation, eight have issued a hold recommendation and six have issued a buy recommendation on the company. The average 12-month target price among brokerages that have updated their coverage on the stock in the last year is $64.2692.

A number of research analysts have recently weighed in on the stock. Weiss Ratings reissued a “hold (c)” rating on shares of Realty Income in a research note on Monday, December 29th. Evercore reiterated a “positive” rating on shares of Realty Income in a report on Wednesday. Cantor Fitzgerald dropped their price target on Realty Income from $64.00 to $60.00 and set a “neutral” rating for the company in a research report on Thursday, November 6th. Scotiabank raised Realty Income from a “sector perform” rating to a “sector outperform” rating and boosted their price target for the stock from $60.00 to $67.00 in a report on Friday, January 30th. Finally, JPMorgan Chase & Co. restated an “underweight” rating and issued a $61.00 price objective on shares of Realty Income in a research report on Thursday, December 18th.

Key Stories Impacting Realty Income

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

• Positive Sentiment: Q4 operating results showed stability and growth — revenue rose ~11% Y/Y and management highlighted high occupancy and rent-recapture metrics, supporting the dividend story. Realty Income’s Q4 AFFO Meets Estimates, Revenues Beat & Rise Y/Y
• Positive Sentiment: Realty Income plans aggressive deployment: management is targeting roughly $8B of investments in 2026 and expanding global partnerships — a growth signal that can support future AFFO and dividend coverage. Realty Income targets $8B in 2026 investments while expanding global partnerships
• Positive Sentiment: Analyst sentiment has warmed — Royal Bank of Canada and Stifel raised price targets into the ~$70 range and moved to Outperform/Buy, giving the stock incremental buy-side momentum. Benzinga: RBC raises PT Tickerreport: Stifel raises PT
• Positive Sentiment: Short interest fell sharply in February (down ~18.5% vs. end-January), reducing a potential source of downside pressure and suggesting some short-covering contributed to the rally.
• Positive Sentiment: Multiple consumer- and income-focused outlets are highlighting Realty Income’s monthly dividend, elevated yield and long dividend-growth streak, which supports retail demand among income investors. Fool: This Elite High-Yielding Monthly Dividend Stock
• Neutral Sentiment: AFFO for Q4 came in essentially in line with expectations (AFFO/FFO $1.08), so results were not a major beat — upside came more from revenue and commentary than from an AFFO surprise. Zacks: Meets Q4 FFO Estimates
• Neutral Sentiment: Some sell‑side caution remains — Morgan Stanley kept a Hold rating and a ~$65 target, reflecting limited near-term upside despite solid fundamentals. TipRanks: Morgan Stanley Hold
• Negative Sentiment: Management’s 2026 FFO outlook came in below some Wall Street estimates, citing slowing demand and higher property-management costs — a clear near‑term headwind that increases execution risk. Economic Times: Forecasts annual FFO below estimates
• Negative Sentiment: Some market commentary framed the guidance and margins as underwhelming, which could cap near-term upside until execution on the investment program and cost control are demonstrated. Investing.com: Q4 reaction

Institutional Investors Weigh In On Realty Income

A number of hedge funds and other institutional investors have recently modified their holdings of the company. DGS Capital Management LLC boosted its position in Realty Income by 4.3% during the fourth quarter. DGS Capital Management LLC now owns 3,836 shares of the real estate investment trust’s stock worth $216,000 after acquiring an additional 158 shares during the last quarter. Patrick M Sweeney & Associates Inc. lifted its stake in shares of Realty Income by 4.5% during the 4th 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 boosted its holdings in shares of Realty Income by 7.4% during 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 last quarter. Sage Private Wealth Group LLC boosted its holdings 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 during the last quarter. Finally, Crescent Sterling Ltd. grew its position in shares of Realty Income by 4.1% in the third quarter. Crescent Sterling Ltd. now owns 4,515 shares of the real estate investment trust’s stock valued at $274,000 after purchasing an additional 176 shares during the period. 70.81% of the stock is currently owned by hedge funds and other institutional investors.

Realty Income Trading Up 0.9%

Shares of O stock opened at $66.59 on Friday. The stock has a market cap of $61.26 billion, a P/E ratio of 56.92, a P/E/G ratio of 3.92 and a beta of 0.79. The company has a quick ratio of 1.53, a current ratio of 1.40 and a debt-to-equity ratio of 0.72. Realty Income has a fifty-two week low of $50.71 and a fifty-two week high of $67.15. The business has a fifty day simple moving average of $61.00 and a 200-day simple moving average of $59.34.

Realty Income (NYSE:O) last issued its quarterly earnings data on Tuesday, February 24th. The real estate investment trust reported $1.08 EPS for the quarter, meeting analysts’ consensus estimates of $1.08. Realty Income had a net margin of 18.41% and a return on equity of 2.68%. The firm had revenue of $1.49 billion for the quarter, compared to analysts’ expectations of $1.40 billion. During the same period in the prior year, the company earned $1.05 EPS. The firm’s revenue was up 11.0% on a year-over-year basis. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. On average, analysts forecast that Realty Income will post 4.19 earnings per share for the current fiscal year.

Realty Income Announces Dividend

The company also recently announced a monthly dividend, which will be paid on Friday, March 13th. Shareholders 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 300.00%.

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.