Diversify Wealth Management LLC Buys New Stake in Realty Income Corporation $O

Diversify Wealth Management LLC purchased a new position in shares of Realty Income Corporation (NYSE:O) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 39,928 shares of the real estate investment trust’s stock, valued at approximately $2,324,000.

A number of other institutional investors also recently added to or reduced their stakes in the stock. Brighton Jones LLC raised its holdings in shares of Realty Income by 11.2% in the 4th quarter. Brighton Jones LLC now owns 6,101 shares of the real estate investment trust’s stock worth $326,000 after buying an additional 615 shares in the last quarter. Bison Wealth LLC bought a new stake in Realty Income in the fourth quarter valued at $571,000. Empowered Funds LLC raised its stake in Realty Income by 8.0% during the first quarter. Empowered Funds LLC now owns 18,029 shares of the real estate investment trust’s stock worth $1,041,000 after acquiring an additional 1,330 shares in the last quarter. Woodline Partners LP raised its stake in Realty Income by 41.3% during the first quarter. Woodline Partners LP now owns 73,942 shares of the real estate investment trust’s stock worth $4,289,000 after acquiring an additional 21,603 shares in the last quarter. Finally, Intech Investment Management LLC lifted its holdings in shares of Realty Income by 14.9% during the first quarter. Intech Investment Management LLC now owns 25,401 shares of the real estate investment trust’s stock valued at $1,474,000 after acquiring an additional 3,290 shares during the period. 70.81% of the stock is owned by institutional investors and hedge funds.

Realty Income Price Performance

Shares of O stock opened at $67.11 on Friday. Realty Income Corporation has a 1 year low of $50.71 and a 1 year high of $67.94. The company has a current ratio of 1.40, a quick ratio of 1.53 and a debt-to-equity ratio of 0.72. The firm’s 50 day moving average is $61.21 and its 200-day moving average is $59.41. The firm has a market capitalization of $62.57 billion, a price-to-earnings ratio of 57.36, a PEG ratio of 3.97 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 for the quarter, hitting the consensus estimate of $1.08. Realty Income had a net margin of 18.41% and a return on equity of 2.68%. The firm had revenue of $1.49 billion during the quarter, compared to analysts’ expectations of $1.40 billion. During the same quarter in the previous year, the company posted $1.05 EPS. Realty Income’s revenue 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 forecast that Realty Income Corporation will post 4.19 EPS for the current fiscal year.

Realty Income Announces Dividend

The company also recently declared a monthly dividend, which will be paid on Friday, March 13th. Stockholders of record on Friday, February 27th will be paid a dividend of $0.27 per share. This represents a c) annualized dividend and a dividend yield of 4.8%. The ex-dividend date of this dividend is Friday, February 27th. Realty Income’s dividend payout ratio is 276.92%.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on O. Deutsche Bank Aktiengesellschaft raised shares of Realty Income from a “hold” rating to a “buy” rating and set a $69.00 target price on the stock in a report on Tuesday, January 20th. Scotiabank raised shares of Realty Income from a “sector perform” rating to a “sector outperform” rating and upped their price objective for the stock from $60.00 to $67.00 in a research note on Friday, January 30th. JPMorgan Chase & Co. reiterated an “underweight” rating and issued a $61.00 target price on shares of Realty Income in a research note on Thursday, December 18th. Morgan Stanley increased their price target on Realty Income from $62.00 to $65.00 and gave the stock an “equal weight” rating in a research report on Wednesday, December 24th. Finally, Wells Fargo & Company raised their price target on Realty Income from $59.00 to $60.00 and gave the company an “equal weight” rating in a report on Tuesday, November 25th. Six investment analysts have rated the stock with a Buy rating, eight 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 a consensus rating of “Hold” and a consensus price target of $64.88.

Realty Income News Roundup

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

• Positive Sentiment: Realty Income announced an $8 billion 2026 investment plan (after ~$6.3B in 2025) to expand globally and access new capital — a growth pipeline that supports faster asset deployment and AFFO growth. Read More.
• Positive Sentiment: Q4 results showed revenue above expectations, steady AFFO and 98.9% occupancy; management set FY2026 EPS guidance — fundamentals that validate the growth plan and support income stability. Read More.
• Positive Sentiment: Short interest fell ~18.5% in February (to ~27.1M shares), reducing potential downward pressure from short-covering and signaling less bearish positioning. Read More.
• Positive Sentiment: Broker commentary is supportive: Royal Bank of Canada and Stifel commentary flagged upside potential, suggesting institutional analysts see further price appreciation. Read More. Read More.
• Neutral Sentiment: Cantor Fitzgerald raised its price target to $68 but kept a “neutral” rating — a modest endorsement that limits dramatic bullish re-rating. Read More.
• Neutral Sentiment: Media coverage highlights Realty Income’s long dividend track record and inclusion in dividend-stock roundups, which can sustain investor interest but are not new catalysts. Read More.
• Neutral Sentiment: Options and fund commentary show increased activity and attention (useful for near-term liquidity/volatility signals), but these are informational rather than directional. Read More.
• Negative Sentiment: Investors and analysts remain cautious about interest-rate risk and valuation—debate persists whether current multiple already prices in future rate moves; this caps near-term upside. Read More.

About Realty Income

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.