Realty Income Corporation $O Shares Sold by Becker Capital Management Inc.

Becker Capital Management Inc. reduced its holdings in shares of Realty Income Corporation (NYSE:O) by 9.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 210,217 shares of the real estate investment trust’s stock after selling 20,851 shares during the period. Becker Capital Management Inc.’s holdings in Realty Income were worth $12,779,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in O. Crescent Sterling Ltd. increased its holdings in shares of Realty Income by 4.1% during the third quarter. Crescent Sterling Ltd. now owns 4,515 shares of the real estate investment trust’s stock valued at $274,000 after acquiring an additional 176 shares in the last quarter. Creative Financial Designs Inc. ADV boosted its stake in Realty Income by 10.7% in the 2nd quarter. Creative Financial Designs Inc. ADV now owns 1,833 shares of the real estate investment trust’s stock worth $106,000 after purchasing an additional 177 shares in the last quarter. Gold Investment Management Ltd. grew its position in Realty Income by 0.3% during the 3rd quarter. Gold Investment Management Ltd. now owns 56,665 shares of the real estate investment trust’s stock worth $3,445,000 after purchasing an additional 182 shares during the last quarter. Hantz Financial Services Inc. increased its stake in Realty Income by 21.3% during the 3rd quarter. Hantz Financial Services Inc. now owns 1,097 shares of the real estate investment trust’s stock valued at $67,000 after purchasing an additional 193 shares in the last quarter. Finally, HBK Sorce Advisory LLC increased its stake in Realty Income by 1.3% during the 3rd quarter. HBK Sorce Advisory LLC now owns 15,578 shares of the real estate investment trust’s stock valued at $926,000 after purchasing an additional 195 shares in the last quarter. 70.81% of the stock is currently owned by hedge funds and other institutional investors.

Realty Income Stock Up 0.9%

Realty Income stock opened at $67.60 on Tuesday. The business’s 50-day moving average price is $61.43 and its 200 day moving average price is $59.50. The company has a quick ratio of 1.40, a current ratio of 1.40 and a debt-to-equity ratio of 0.72. The firm has a market cap of $63.03 billion, a price-to-earnings ratio of 57.78, a price-to-earnings-growth ratio of 3.99 and a beta of 0.77. Realty Income Corporation has a 52 week low of $50.71 and a 52 week 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 EPS for the quarter, hitting the consensus estimate of $1.08. The business had revenue of $1.40 billion for the quarter, compared to analyst estimates of $1.40 billion. Realty Income had a return on equity of 2.68% and a net margin of 18.41%.The business’s quarterly revenue was up 11.0% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.05 EPS. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. As a group, sell-side analysts anticipate that Realty Income Corporation will post 4.19 earnings per share for the current year.

Realty Income Announces Dividend

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

Realty Income News Roundup

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

• Positive Sentiment: Long-term income narrative highlighted — several dividend retrospectives emphasize Realty Income’s steady monthly payouts and strong track record, reinforcing its appeal to income investors. Here’s How Much Dividend Income You’d Have Collected If You Bought 100 Shares of Realty Income 10 Years Ago
• Positive Sentiment: Analyst support — Cantor Fitzgerald raised its price target to $68, which can help underpin the stock as investors look for valuation catalysts. Cantor Fitzgerald Increases Realty Income (NYSE:O) Price Target to $68.00
• Positive Sentiment: Investor interest from options and cash-generation stories — coverage noting options strategies and additional cash flow has contributed to bullish sentiment among yield-oriented traders. Realty Income: Shares Rise Sharply While We Continue To Generate Additional Cash Flow
• Neutral Sentiment: Management visibility — CEO Sumit Roy will present at Citi’s Global Property CEO Conference (Mar 3), giving investors a chance for direct Q&A and updates on strategy and capital allocation. Realty Income Announces Participation in Upcoming Citi 2026 Global Property CEO Conference
• Neutral Sentiment: Featured in dividend stock roundups — broad coverage as a steady dividend grower continues to attract retail allocation, though some pieces compare alternatives and emphasize yield tradeoffs. The Best High-Yield Dividend Stocks to Buy With $1,000 Right Now
• Negative Sentiment: Leadership change — Realty Income announced the departure of its Chief Legal Officer, which creates short‑term execution and governance risk until a successor is in place. Realty Income Announces Chief Legal Officer Transition
• Negative Sentiment: Scale and capital questions — analysis flags Realty Income’s large ($8B) expansion plans and asks whether continued scale serves shareholders, highlighting potential dilution, execution risk or lower incremental returns. Realty Income’s $8B Expansion Tests Whether Scale Still Serves Shareholders
• Negative Sentiment: Mixed Q4 analysis — deeper takes on the quarter highlight positives (meeting EPS, revenue growth) but also point to areas of concern in execution and margins that investors should monitor. Realty Income’s Q4 Results: The Good, The Bad, The Ugly

Analyst Upgrades and Downgrades

O has been the subject of several research reports. Barclays lifted their price objective on shares of Realty Income from $63.00 to $64.00 and gave the stock an “equal weight” rating in a research note on Wednesday, December 3rd. Weiss Ratings reiterated a “hold (c)” rating on shares of Realty Income in a research note on Monday, December 29th. Cantor Fitzgerald raised their price objective on Realty Income from $60.00 to $68.00 and gave the stock a “neutral” rating in a research note on Friday. 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. Finally, Scotiabank upgraded shares of Realty Income from a “sector perform” rating to a “sector outperform” rating and increased their price target for the stock from $60.00 to $67.00 in a report on Friday, January 30th. Six equities research 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’s stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $65.18.

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.