Cozad Asset Management Inc. Purchases 8,598 Shares of Realty Income Corporation $O

Cozad Asset Management Inc. grew its position in shares of Realty Income Corporation (NYSE:O) by 187.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 13,185 shares of the real estate investment trust’s stock after acquiring an additional 8,598 shares during the period. Cozad Asset Management Inc.’s holdings in Realty Income were worth $801,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Colonial Trust Co SC increased its holdings in Realty Income by 1.5% during the 3rd quarter. Colonial Trust Co SC now owns 27,274 shares of the real estate investment trust’s stock valued at $1,658,000 after purchasing an additional 403 shares during the period. Mufg Securities Americas Inc. lifted its holdings in Realty Income by 23.2% in the 3rd quarter. Mufg Securities Americas Inc. now owns 24,655 shares of the real estate investment trust’s stock worth $1,499,000 after buying an additional 4,640 shares during the period. First Financial Bankshares Inc grew its position in shares of Realty Income by 1.6% in the 3rd quarter. First Financial Bankshares Inc now owns 194,014 shares of the real estate investment trust’s stock worth $11,794,000 after buying an additional 2,986 shares during the last quarter. Compound Planning Inc. increased its stake in shares of Realty Income by 36.7% during the third quarter. Compound Planning Inc. now owns 9,358 shares of the real estate investment trust’s stock valued at $569,000 after buying an additional 2,511 shares during the period. Finally, Stonebrook Private Inc. raised its holdings in shares of Realty Income by 4.6% during the third quarter. Stonebrook Private Inc. now owns 40,325 shares of the real estate investment trust’s stock valued at $2,451,000 after acquiring an additional 1,787 shares in the last quarter. 70.81% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Realty Income

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

• Positive Sentiment: Q4 top-line and FFO/AFFO: Revenue grew ~11% year-over-year and AFFO/FFO roughly met consensus, supporting the REIT’s cash generation and dividend coverage. Realty Income’s Q4 AFFO Meets Estimates, Revenues Beat & Rise Y/Y
• Positive Sentiment: Portfolio strength and investment plans: Management flagged high occupancy (stable rent recapture) and is targeting roughly $8B of investments in 2026, signaling growth ambitions. Realty Income targets $8B in 2026 investments while expanding global partnerships
• Positive Sentiment: Analyst upgrades/targets: Royal Bank of Canada and Stifel raised price targets to ~$70 and put outperform/buy ratings on O, providing support to the rally and signaling upside from current levels. Benzinga TickerReport
• Positive Sentiment: Short interest dropped ~18.5% in February (to ~3.0% of float), reducing one potential source of selling pressure and signaling less bearish positioning.
• Neutral Sentiment: Market commentary highlights Realty Income as a reliable dividend name and long-term income holding; these retail-focused features support steady demand but don’t change the near-term earnings debate. 2 Best Dividend Stocks to Buy Now and Hold Forever
• Negative Sentiment: Big EPS miss: Reported EPS of $0.32 vs. consensus ~$1.08 — the miss is a primary reason for the pullback, raising near-term execution concerns despite AFFO staying inline. MarketBeat earnings summary
• Negative Sentiment: Guidance/FFO outlook concerns: Multiple reports note management’s commentary about slowing demand and higher property-management costs, and some coverage says 2026 FFO may come in below Wall Street expectations — a key risk for a dividend-oriented REIT. Realty Income forecasts annual FFO below estimates on slowing demand, higher costs
• Negative Sentiment: Market reaction/coverage: Several outlets note the earnings miss and muted guidance as a reason shares “edged lower” after the report — indicating sentiment and positioning shifted more cautious post-release. Realty Income edges lower on Q4 earnings miss

Wall Street Analyst Weigh In

Several research firms recently weighed in on O. Cantor Fitzgerald cut their price target on shares of Realty Income from $64.00 to $60.00 and set a “neutral” rating on the stock in a report on Thursday, November 6th. JPMorgan Chase & Co. reiterated an “underweight” rating and set a $61.00 price target on shares of Realty Income in a research report on Thursday, December 18th. Weiss Ratings reissued a “hold (c)” rating on shares of Realty Income in a research note on Monday, December 29th. Royal Bank Of Canada lifted their price objective on Realty Income from $61.00 to $70.00 and gave the company an “outperform” rating in a research report on Wednesday. Finally, Scotiabank upgraded Realty Income from a “sector perform” rating to a “sector outperform” rating and upped their target price for the stock from $60.00 to $67.00 in a report on Friday, January 30th. Six analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $64.27.

Realty Income Trading Down 0.9%

NYSE:O opened at $65.95 on Thursday. The firm has a market capitalization of $60.67 billion, a P/E ratio of 56.37, a PEG ratio of 3.93 and a beta of 0.79. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.53 and a quick ratio of 1.53. Realty Income Corporation has a one year low of $50.71 and a one year high of $67.15. The company’s 50-day simple moving average is $60.80 and its 200 day simple moving average is $59.29.

Realty Income (NYSE:O) last announced its earnings results on Tuesday, February 24th. The real estate investment trust reported $0.32 earnings per share for the quarter, missing analysts’ consensus estimates of $1.08 by ($0.76). Realty Income had a net margin of 18.41% and a return on equity of 2.69%. The business had revenue of $1.40 billion for the quarter, compared to the consensus estimate of $1.39 billion. During the same period in the prior year, the business posted $1.05 EPS. 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. As a group, analysts forecast that Realty Income Corporation will post 4.19 EPS for the current fiscal year.

Realty Income Dividend Announcement

The company 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. The ex-dividend date is Friday, February 27th. This represents a c) dividend on an annualized basis and a yield of 4.9%. Realty Income’s payout ratio is presently 300.00%.

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.