Realty Income Corporation $O Shares Sold by Bahl & Gaynor Inc.

Bahl & Gaynor Inc. lessened its holdings in shares of Realty Income Corporation (NYSE:O) by 34.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,184,919 shares of the real estate investment trust’s stock after selling 618,318 shares during the period. Bahl & Gaynor Inc. owned approximately 0.13% of Realty Income worth $72,031,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Heartwood Wealth Advisors LLC purchased a new stake in Realty Income in the third quarter valued at about $29,000. Strengthening Families & Communities LLC grew its stake in shares of Realty Income by 586.1% during the third quarter. Strengthening Families & Communities LLC now owns 494 shares of the real estate investment trust’s stock worth $30,000 after acquiring an additional 422 shares during the last quarter. Twin Peaks Wealth Advisors LLC acquired a new position in shares of Realty Income during the second quarter valued at about $31,000. Country Trust Bank raised its position in shares of Realty Income by 806.5% in the 2nd quarter. Country Trust Bank now owns 562 shares of the real estate investment trust’s stock valued at $32,000 after purchasing an additional 500 shares during the last quarter. Finally, VSM Wealth Advisory LLC acquired a new stake in Realty Income in the 2nd quarter worth approximately $43,000. Institutional investors and hedge funds own 70.81% of the company’s stock.

Analyst Upgrades and Downgrades

O has been the topic of a number of recent analyst reports. Wall Street Zen upgraded shares of Realty Income from a “sell” rating to a “hold” rating in a research note on Saturday. Weiss Ratings reissued a “hold (c)” rating on shares of Realty Income in a research report on Monday, December 29th. JPMorgan Chase & Co. restated an “underweight” rating and issued a $61.00 target price on shares of Realty Income in a research note on Thursday, December 18th. Cantor Fitzgerald boosted their price target on Realty Income from $60.00 to $68.00 and gave the company a “neutral” rating in a research note on Friday. Finally, Evercore reissued a “positive” rating on shares of Realty Income in a report on Wednesday. Six research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $64.88.

Realty Income News Roundup

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%

O stock opened at $67.11 on Monday. Realty Income Corporation has a one year low of $50.71 and a one year high of $67.94. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.40 and a current ratio of 1.40. The firm’s fifty day moving average is $61.21 and its 200 day moving average is $59.43. The firm 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 0.77.

Realty Income (NYSE:O) last posted its earnings results on Tuesday, February 24th. The real estate investment trust reported $1.08 earnings per share (EPS) for the quarter, hitting the consensus estimate of $1.08. Realty Income had a net margin of 18.41% and a return on equity of 2.68%. The business had revenue of $1.49 billion for the quarter, compared to analyst estimates of $1.40 billion. During the same period in the prior year, the company posted $1.05 EPS. The company’s revenue for the quarter 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, research analysts forecast that Realty Income Corporation will post 4.19 EPS for the current year.

Realty Income Announces Dividend

The firm also recently disclosed a monthly dividend, which will be paid on Friday, March 13th. Stockholders of record on Friday, February 27th will be given a $0.27 dividend. The ex-dividend date is Friday, February 27th. This represents a c) dividend on an annualized basis and a dividend yield of 4.8%. Realty Income’s payout ratio is 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.