Realty Income (NYSE:O) Stock Rating Upgraded by Wall Street Zen

Realty Income (NYSE:O) was upgraded by equities researchers at Wall Street Zen from a “sell” rating to a “hold” rating in a research note issued to investors on Saturday.

A number of other analysts have also recently weighed in on O. Royal Bank Of Canada increased their price objective on Realty Income from $61.00 to $70.00 and gave the stock an “outperform” rating in a research report on Wednesday. Weiss Ratings restated a “hold (c)” rating on shares of Realty Income in a research note on Monday, December 29th. Deutsche Bank Aktiengesellschaft upgraded shares of Realty Income from a “hold” rating to a “buy” rating and set a $69.00 price objective on the stock in a research report on Tuesday, January 20th. Morgan Stanley boosted their price objective on shares of Realty Income from $62.00 to $65.00 and gave the company an “equal weight” rating in a research note on Wednesday, December 24th. Finally, Stifel Nicolaus upped their price objective on shares of Realty Income from $67.75 to $70.50 and gave the stock a “buy” rating in a research report on Wednesday. Six analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $64.88.

Realty Income Trading Up 0.8%

O opened at $67.11 on Friday. 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 52 week low of $50.71 and a 52 week high of $67.94. The business’s 50 day moving average is $61.21 and its two-hundred day moving average is $59.41. The firm has a market cap of $62.57 billion, a price-to-earnings ratio of 57.36, a price-to-earnings-growth ratio of 3.97 and a beta of 0.79.

Realty Income (NYSE:O) last released its quarterly earnings results on Tuesday, February 24th. The real estate investment trust reported $1.08 EPS for the quarter, meeting the consensus estimate of $1.08. The firm had revenue of $1.49 billion during the quarter, compared to the consensus estimate of $1.40 billion. Realty Income had a net margin of 18.41% and a return on equity of 2.68%. Realty Income’s revenue for the quarter was up 11.0% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.05 EPS. 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 EPS for the current year.

Institutional Inflows and Outflows

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

Key Realty Income News

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

• Positive Sentiment: Realty Income announced an $8 billion 2026 investment plan (after ~$6.3B in 2025) to expand globally and access new capital — a growth pipeline that supports faster asset deployment and AFFO growth. Read More.
• Positive Sentiment: Q4 results showed revenue above expectations, steady AFFO and 98.9% occupancy; management set FY2026 EPS guidance — fundamentals that validate the growth plan and support income stability. Read More.
• Positive Sentiment: Short interest fell ~18.5% in February (to ~27.1M shares), reducing potential downward pressure from short-covering and signaling less bearish positioning. Read More.
• Positive Sentiment: Broker commentary is supportive: Royal Bank of Canada and Stifel commentary flagged upside potential, suggesting institutional analysts see further price appreciation. Read More. Read More.
• Neutral Sentiment: Cantor Fitzgerald raised its price target to $68 but kept a “neutral” rating — a modest endorsement that limits dramatic bullish re-rating. Read More.
• Neutral Sentiment: Media coverage highlights Realty Income’s long dividend track record and inclusion in dividend-stock roundups, which can sustain investor interest but are not new catalysts. Read More.
• Neutral Sentiment: Options and fund commentary show increased activity and attention (useful for near-term liquidity/volatility signals), but these are informational rather than directional. Read More.
• Negative Sentiment: Investors and analysts remain cautious about interest-rate risk and valuation—debate persists whether current multiple already prices in future rate moves; this caps near-term upside. Read More.

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.