American Century Companies Inc. Lowers Position in Realty Income Corporation $O

American Century Companies Inc. decreased its position in shares of Realty Income Corporation (NYSE:O) by 4.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,539,897 shares of the real estate investment trust’s stock after selling 166,483 shares during the quarter. American Century Companies Inc. owned 0.38% of Realty Income worth $215,190,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in O. Brighton Jones LLC grew its position in Realty Income by 11.2% during the fourth quarter. Brighton Jones LLC now owns 6,101 shares of the real estate investment trust’s stock valued at $326,000 after buying an additional 615 shares during the period. Bison Wealth LLC purchased a new stake in shares of Realty Income during the 4th quarter worth about $571,000. Empowered Funds LLC grew its position in shares of Realty Income by 8.0% during the 1st quarter. Empowered Funds LLC now owns 18,029 shares of the real estate investment trust’s stock valued at $1,041,000 after acquiring an additional 1,330 shares during the period. Woodline Partners LP increased its stake in shares of Realty Income by 41.3% in the 1st quarter. Woodline Partners LP now owns 73,942 shares of the real estate investment trust’s stock valued at $4,289,000 after purchasing an additional 21,603 shares in the last quarter. Finally, Intech Investment Management LLC raised its holdings in Realty Income by 14.9% in the 1st quarter. Intech Investment Management LLC now owns 25,401 shares of the real estate investment trust’s stock worth $1,474,000 after purchasing an additional 3,290 shares during the period. 70.81% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several analysts have commented on the company. Wells Fargo & Company raised 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. Royal Bank Of Canada lifted their price target on shares of Realty Income from $61.00 to $70.00 and gave the company an “outperform” rating in a research note on Wednesday. Scotiabank upgraded shares of Realty Income from a “sector perform” rating to a “sector outperform” rating and upped their price objective for the stock from $60.00 to $67.00 in a research report on Friday, January 30th. Stifel Nicolaus increased their price objective on shares of Realty Income from $67.75 to $70.50 and gave the company a “buy” rating in a report on Wednesday. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Realty Income in a research report on Monday, December 29th. Six investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $64.88.

Key Stories Impacting Realty Income

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.

Realty Income Stock Up 0.8%

Shares of NYSE O opened at $67.11 on Friday. Realty Income Corporation has a 12-month low of $50.71 and a 12-month high of $67.94. The stock has a market cap of $62.57 billion, a PE ratio of 57.36, a P/E/G ratio of 3.99 and a beta of 0.79. The company has a current ratio of 1.40, a quick ratio of 1.53 and a debt-to-equity ratio of 0.72. The company has a 50-day moving average of $61.21 and a 200 day moving average of $59.42.

Realty Income (NYSE:O) last released its earnings results on Tuesday, February 24th. The real estate investment trust reported $1.08 earnings per share for the quarter, hitting analysts’ consensus estimates of $1.08. The business had revenue of $1.49 billion for the quarter, compared to analyst estimates of $1.40 billion. Realty Income had a net margin of 18.41% and a return on equity of 2.68%. The business’s revenue was up 11.0% on a year-over-year basis. During the same period last year, the company posted $1.05 EPS. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. As a group, sell-side analysts predict that Realty Income Corporation 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 given a dividend of $0.27 per share. The ex-dividend date is Friday, February 27th. This represents a c) dividend on an annualized basis and a yield of 4.8%. Realty Income’s dividend payout ratio (DPR) is presently 276.92%.

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.