Evergreen Capital Management LLC Boosts Stock Holdings in Realty Income Corporation $O

Evergreen Capital Management LLC lifted its stake in shares of Realty Income Corporation (NYSE:O) by 7.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 166,653 shares of the real estate investment trust’s stock after acquiring an additional 11,758 shares during the quarter. Evergreen Capital Management LLC’s holdings in Realty Income were worth $9,438,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also modified their holdings of the stock. Magnolia Capital Management Ltd. increased its position in shares of Realty Income by 9.1% during the fourth quarter. Magnolia Capital Management Ltd. now owns 12,025 shares of the real estate investment trust’s stock worth $678,000 after acquiring an additional 1,000 shares during the period. Zurcher Kantonalbank Zurich Cantonalbank increased its position in shares of Realty Income by 14.2% during the fourth quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 989,470 shares of the real estate investment trust’s stock worth $55,776,000 after acquiring an additional 123,320 shares during the period. Hudson Edge Investment Partners Inc. purchased a new stake in shares of Realty Income during the fourth quarter worth $5,475,000. Krilogy Financial LLC increased its position in shares of Realty Income by 4.4% during the fourth quarter. Krilogy Financial LLC now owns 10,071 shares of the real estate investment trust’s stock worth $608,000 after acquiring an additional 422 shares during the period. Finally, Benedict Financial Advisors Inc. increased its position in shares of Realty Income by 2.8% during the fourth quarter. Benedict Financial Advisors Inc. now owns 24,360 shares of the real estate investment trust’s stock worth $1,373,000 after acquiring an additional 673 shares during the period. Hedge funds and other institutional investors own 70.81% of the company’s stock.

Realty Income Stock Performance

Shares of O stock opened at $64.92 on Tuesday. The company has a current ratio of 1.40, a quick ratio of 1.40 and a debt-to-equity ratio of 0.72. The firm has a fifty day moving average price of $64.00 and a 200 day moving average price of $60.47. The company has a market cap of $60.54 billion, a P/E ratio of 55.49, a PEG ratio of 4.40 and a beta of 0.79. Realty Income Corporation has a 12 month low of $54.38 and a 12 month high of $67.93.

Realty Income (NYSE:O) last released its quarterly earnings data on Tuesday, February 24th. The real estate investment trust reported $1.08 earnings per share (EPS) for the quarter, meeting the consensus estimate of $1.08. Realty Income had a net margin of 18.41% and a return on equity of 2.68%. The company had revenue of $1.40 billion during the quarter, compared to the consensus estimate of $1.40 billion. During the same quarter in the prior year, the firm posted $1.05 earnings per share. Realty Income’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. Sell-side analysts predict that Realty Income Corporation will post 4.45 earnings per share for the current fiscal year.

Realty Income Announces Dividend

The business also recently disclosed a monthly dividend, which will be paid on Friday, May 15th. Shareholders of record on Thursday, April 30th will be paid a $0.2705 dividend. This represents a c) annualized dividend and a yield of 5.0%. The ex-dividend date is Thursday, April 30th. Realty Income’s dividend payout ratio is currently 277.78%.

Insider Transactions at Realty Income

In other Realty Income news, insider Michelle Bushore sold 7,400 shares of the company’s stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $62.42, for a total value of $461,908.00. Following the completion of the transaction, the insider owned 67,641 shares in the company, valued at $4,222,151.22. This represents a 9.86% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. 0.10% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of brokerages recently commented on O. Mizuho boosted their target price on shares of Realty Income from $60.00 to $68.00 and gave the stock a “neutral” rating in a research note on Wednesday, March 11th. Barclays boosted their target price on shares of Realty Income from $64.00 to $65.00 and gave the stock an “equal weight” rating in a research note on Friday, March 13th. Freedom Capital downgraded shares of Realty Income from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 2nd. Wall Street Zen upgraded shares of Realty Income from a “sell” rating to a “hold” rating in a research note on Saturday, February 28th. Finally, Cantor Fitzgerald boosted their target price on shares of Realty Income from $60.00 to $68.00 and gave the stock a “neutral” rating in a research note on Friday, February 27th. Six research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Realty Income presently has a consensus rating of “Hold” and a consensus target price of $66.39.

Realty Income News Roundup

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

• Positive Sentiment: Analyst praise and a Buy stance highlight Realty Income’s strengths: a diversified net‑lease portfolio, a strong balance sheet, and a well-covered ~5% monthly dividend that supports demand from income investors. Realty Income: Still A Go-To REIT For Income Investors
• Positive Sentiment: Coverage and company activity point to accelerating European deal flow; management is treating Europe as a repeatable source of net‑lease deals, which can boost initial yields and diversify funding. European Deal Flow Rises: Is Realty Income Scaling Smartly?
• Positive Sentiment: Multiple personal‑finance and income‑focused outlets recommend Realty Income as a core dividend holding or a long‑term “forever” income stock, which supports steady retail demand from yield‑seeking investors. Want $580 in Passive Income? Invest $5,000 Into These 3 Dividend Aristocrats
• Neutral Sentiment: Realty Income appears in lists of top REIT/real‑estate income ETFs and mutual‑fund holdings, which is neutral overall — it supports steady institutional/ETF flows but is unlikely to trigger large directional moves by itself. 5 top-ranked ETFs for real estate income
• Neutral Sentiment: Mentions in fund listings (e.g., PGIM Real Estate Income Fund) increase visibility among portfolio managers but are informational rather than catalytic. PGIM Real Estate Income Fund
• Negative Sentiment: Analysts warn macro risks — geopolitical tensions (e.g., Iran) and a still‑high interest‑rate environment — could pressure valuations and cause near‑term volatility despite solid fundamentals. That, plus a relatively rich valuation metrics, makes O sensitive to rate and sentiment swings. Realty Income: Still A Go-To REIT For Income Investors

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.