Blair William & Co. IL Purchases 15,111 Shares of Realty Income Corporation $O

Blair William & Co. IL lifted its position in shares of Realty Income Corporation (NYSE:O) by 81.4% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 33,674 shares of the real estate investment trust’s stock after purchasing an additional 15,111 shares during the quarter. Blair William & Co. IL’s holdings in Realty Income were worth $2,047,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. State Street Corp grew its position in shares of Realty Income by 1.1% in the 2nd quarter. State Street Corp now owns 61,732,956 shares of the real estate investment trust’s stock worth $3,556,436,000 after buying an additional 676,697 shares during the period. OLD National Bancorp IN purchased a new position in Realty Income during the 3rd quarter valued at about $3,391,000. ProShare Advisors LLC lifted its position in Realty Income by 5.3% during the 3rd quarter. ProShare Advisors LLC now owns 3,067,894 shares of the real estate investment trust’s stock valued at $186,497,000 after acquiring an additional 155,677 shares during the period. Federated Hermes Inc. boosted its stake in Realty Income by 13.1% during the second quarter. Federated Hermes Inc. now owns 2,669,031 shares of the real estate investment trust’s stock worth $153,763,000 after acquiring an additional 309,902 shares in the last quarter. Finally, Allied Investment Advisors LLC purchased a new stake in Realty Income in the third quarter worth about $10,870,000. 70.81% of the stock is owned by hedge funds and other institutional investors.

Realty Income Stock Performance

O stock opened at $64.93 on Friday. Realty Income Corporation has a 1 year low of $50.71 and a 1 year high of $67.93. The company has a market cap of $60.54 billion, a P/E ratio of 55.50, a price-to-earnings-growth ratio of 4.84 and a beta of 0.77. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.40 and a quick ratio of 1.40. The stock’s fifty day moving average price is $62.81 and its 200-day moving average price is $59.84.

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

Realty Income Increases Dividend

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

Wall Street Analyst Weigh In

A number of brokerages have weighed in on O. JPMorgan Chase & Co. reaffirmed an “underweight” rating and set a $61.00 target price on shares of Realty Income in a research note on Thursday, December 18th. Morgan Stanley upped their price target on Realty Income from $62.00 to $65.00 and gave the stock an “equal weight” rating in a research note on Wednesday, December 24th. Scotiabank raised their price objective on Realty Income from $67.00 to $69.00 and gave the company a “sector outperform” rating in a research report on Wednesday. Stifel Nicolaus lifted their price objective on Realty Income from $67.75 to $70.50 and gave the company a “buy” rating in a research note on Wednesday, February 25th. Finally, Cantor Fitzgerald boosted their target price on Realty Income from $60.00 to $68.00 and gave the stock a “neutral” rating in a report on Friday, February 27th. Six equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $66.32.

Key Realty Income News

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 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.