Bank of Montreal Can Purchases 111,245 Shares of Realty Income Corporation $O

Bank of Montreal Can increased its holdings in Realty Income Corporation (NYSE:O) by 13.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 927,469 shares of the real estate investment trust’s stock after acquiring an additional 111,245 shares during the quarter. Bank of Montreal Can owned approximately 0.10% of Realty Income worth $56,381,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Heartwood Wealth Advisors LLC bought a new stake in shares of Realty Income in the 3rd quarter valued at about $29,000. Strengthening Families & Communities LLC lifted its position in shares of Realty Income by 586.1% in the 3rd quarter. Strengthening Families & Communities LLC now owns 494 shares of the real estate investment trust’s stock worth $30,000 after purchasing an additional 422 shares during the period. Ameriflex Group Inc. boosted its stake in shares of Realty Income by 68.7% during the third quarter. Ameriflex Group Inc. now owns 528 shares of the real estate investment trust’s stock valued at $32,000 after purchasing an additional 215 shares in the last quarter. Twin Peaks Wealth Advisors LLC purchased a new position in Realty Income during the second quarter valued at approximately $31,000. Finally, Country Trust Bank increased its holdings in Realty Income by 806.5% during the second quarter. Country Trust Bank now owns 562 shares of the real estate investment trust’s stock valued at $32,000 after buying an additional 500 shares during the period. 70.81% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the company. Barclays upped their target price on Realty Income from $63.00 to $64.00 and gave the stock an “equal weight” rating in a report on Wednesday, December 3rd. Wells Fargo & Company boosted their price target on Realty Income from $59.00 to $60.00 and gave the stock an “equal weight” rating in a research report on Tuesday, November 25th. Wall Street Zen upgraded Realty Income from a “sell” rating to a “hold” rating in a research note on Saturday, February 28th. JPMorgan Chase & Co. reaffirmed an “underweight” rating and set a $61.00 price objective on shares of Realty Income in a research report on Thursday, December 18th. Finally, Stifel Nicolaus lifted their target price on Realty Income from $67.75 to $70.50 and gave the company a “buy” rating in a research note on Wednesday, February 25th. Six investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $66.32.

Realty Income Trading Up 0.3%

Shares of Realty Income stock opened at $64.93 on Friday. The firm’s 50 day simple moving average is $62.81 and its two-hundred day simple moving average is $59.84. The firm has a market capitalization of $60.54 billion, a price-to-earnings ratio of 55.50, a PEG ratio of 4.84 and a beta of 0.77. Realty Income Corporation has a 12-month low of $50.71 and a 12-month high of $67.93. The company has a current ratio of 1.40, a quick ratio of 1.40 and a debt-to-equity ratio of 0.72.

Realty Income (NYSE:O) last posted its quarterly earnings data on Tuesday, February 24th. The real estate investment trust reported $1.08 EPS for the quarter, hitting the consensus estimate of $1.08. The business had revenue of $1.40 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%. The business’s revenue for the quarter was up 11.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.05 earnings per share. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. Analysts predict that Realty Income Corporation will post 4.19 EPS for the current year.

Realty Income Increases Dividend

The company also recently declared a monthly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st will be paid a dividend of $0.2705 per share. This represents a c) annualized dividend and a yield of 5.0%. The ex-dividend date is Tuesday, March 31st. This is a boost from Realty Income’s previous monthly dividend of $0.27. Realty Income’s dividend payout ratio (DPR) is presently 276.92%.

Realty Income News Summary

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

• Positive Sentiment: Realty Income declared its 134th consecutive monthly dividend increase to $0.2705 per share (annualized ~$3.246), with an ex-dividend date of March 31 and a yield near 5% — reinforces the REIT’s income story and supports demand from yield-focused investors. 134TH COMMON STOCK MONTHLY DIVIDEND INCREASE DECLARED BY REALTY INCOME
• Positive Sentiment: Company balance-sheet strength and liquidity funded roughly $6.3 billion of 2025 investments, enabling steady acquisitions across a ~15,500-property portfolio — this supports growth of portfolio cash flow and validates management’s acquisition strategy. Realty Income’s Balance Sheet Strength: Can It Keep Fueling Deals?
• Positive Sentiment: Analyst sentiment has trended upward: several shops raised targets (examples: Scotiabank to $69, Mizuho to $68, UBS to $72) and Street targets now cluster in the high-$60s to low-$70s — this lifts headline upside and can drive incremental buying. How The Realty Income (O) Narrative Is Shifting With New Targets And 2026 Growth Plans
• Neutral Sentiment: Longer-term pieces note Realty Income’s scale (largest net-lease REIT) and durable model; useful context for buy-and-hold investors but less likely to move near-term price. Where Will Realty Income Be in 10 Years?
• Negative Sentiment: Some coverage questions dividend sustainability despite the hike — analysts flag payout metrics and the need for continued acquisition returns to support future raises; this introduces a potential downside narrative for income-focused holders if growth slows. Another Dividend Hike by Realty Income: Is It Sustainable?

Realty Income 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.