Bradley Foster & Sargent Inc. CT Purchases 15,611 Shares of Realty Income Corporation $O

Bradley Foster & Sargent Inc. CT grew its position in Realty Income Corporation (NYSE:O) by 5.7% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 289,193 shares of the real estate investment trust’s stock after acquiring an additional 15,611 shares during the quarter. Bradley Foster & Sargent Inc. CT’s holdings in Realty Income were worth $17,580,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also modified their holdings of O. Norges Bank purchased a new position in shares of Realty Income in the second quarter valued at $676,500,000. Vanguard Group Inc. lifted its position in Realty Income by 2.5% during the second quarter. Vanguard Group Inc. now owns 146,136,211 shares of the real estate investment trust’s stock valued at $8,418,907,000 after purchasing an additional 3,624,852 shares during the last quarter. Geode Capital Management LLC lifted its position in Realty Income by 8.3% during the second quarter. Geode Capital Management LLC now owns 26,979,134 shares of the real estate investment trust’s stock valued at $1,548,687,000 after purchasing an additional 2,058,031 shares during the last quarter. Schroder Investment Management Group grew its stake in shares of Realty Income by 420.0% in the 2nd quarter. Schroder Investment Management Group now owns 2,139,550 shares of the real estate investment trust’s stock worth $123,259,000 after buying an additional 1,728,082 shares in the last quarter. Finally, ABN Amro Investment Solutions bought a new stake in shares of Realty Income in the 2nd quarter worth about $70,939,000. 70.81% of the stock is owned by hedge funds and other institutional investors.

Realty Income Trading Down 0.3%

O opened at $66.46 on Wednesday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.53 and a current ratio of 1.53. The stock’s 50 day moving average price is $60.64 and its 200-day moving average price is $59.25. Realty Income Corporation has a one year low of $50.71 and a one year high of $67.15. The stock has a market cap of $61.14 billion, a price-to-earnings ratio of 61.54, a P/E/G ratio of 3.94 and a beta of 0.79.

Realty Income (NYSE:O) last posted its quarterly earnings data on Tuesday, February 24th. The real estate investment trust reported $1.08 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $1.08. Realty Income had a return on equity of 2.45% and a net margin of 17.17%.The company had revenue of $1.40 billion during the quarter, compared to analysts’ expectations of $1.39 billion. During the same quarter in the previous year, the business earned $1.05 EPS. Realty Income’s revenue was up 11.0% compared to the same quarter last year. 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 EPS for the current year.

Realty Income Announces Dividend

The business also recently declared a monthly dividend, which will be paid on Friday, March 13th. Investors of record on Friday, February 27th will be paid a $0.27 dividend. This represents a c) annualized dividend and a yield of 4.9%. The ex-dividend date of this dividend is Friday, February 27th. Realty Income’s dividend payout ratio (DPR) is currently 300.00%.

Analysts Set New Price Targets

A number of research analysts recently commented on O shares. Cantor Fitzgerald lowered their price target on shares of Realty Income from $64.00 to $60.00 and set a “neutral” rating for the company in a report on Thursday, November 6th. Weiss Ratings restated a “hold (c)” rating on shares of Realty Income in a research report on Monday, December 29th. Wells Fargo & Company lifted their target price on Realty Income from $59.00 to $60.00 and gave the stock an “equal weight” rating in a report on Tuesday, November 25th. Deutsche Bank Aktiengesellschaft raised Realty Income from a “hold” rating to a “buy” rating and set a $69.00 target price on the stock in a research report on Tuesday, January 20th. Finally, Wall Street Zen downgraded Realty Income from a “hold” rating to a “sell” rating in a research report on Tuesday, February 3rd. Five 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 MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $63.38.

Key Headlines Impacting Realty Income

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

• Positive Sentiment: Management set FY‑2026 EPS guidance of $4.380–$4.420, well above prior consensus cited in filings — a material beat that signals stronger-than-expected cash‑flow outlook and underpins dividend coverage. Realty Income Reports Strong Q4 2025 Results, Outlook
• Positive Sentiment: Company described strategic expansion beyond its U.S. net‑lease base — entering new geographic markets (Europe, Mexico) and launching an institutional asset‑management business to generate fee income and diversify growth sources. This shifts Realty Income toward a mixed model that can lift long‑term growth and reduce reliance on acquisitions alone. Realty Income Broadens Model With New Markets And Fee Based Growth
• Neutral Sentiment: Q4 results largely met expectations: reported EPS $1.08 (in line with consensus) and revenue $1.40B (slightly above consensus), with revenue up ~11% year‑over‑year — steady operating performance but not an outright surprise. Listen to Conference Call / Q4 Release
• Neutral Sentiment: Pre‑earnings coverage and previews framed expectations around whether Realty Income would finish the year inside its prior raised guidance; many outlets called the setup constructive going into the print. Realty Income Earnings Preview: What Wall Street Is Watching
• Negative Sentiment: Despite the upbeat guide and growth initiatives, the stock may be capped by a rich valuation and yield expectations — Realty Income trades at a high P/E and large market cap, which can limit upside and cause short‑term profit‑taking after the news. (No article link)

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.