Realty Income Corporation $O Shares Acquired by Callodine Capital Management LP

Callodine Capital Management LP increased its position in shares of Realty Income Corporation (NYSE:O) by 27.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 428,239 shares of the real estate investment trust’s stock after purchasing an additional 93,239 shares during the quarter. Realty Income accounts for about 2.3% of Callodine Capital Management LP’s investment portfolio, making the stock its 17th largest holding. Callodine Capital Management LP’s holdings in Realty Income were worth $26,033,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Heartwood Wealth Advisors LLC acquired a new stake in shares of Realty Income in the 3rd quarter worth about $29,000. Strengthening Families & Communities LLC boosted its stake in Realty Income by 586.1% during the 3rd quarter. Strengthening Families & Communities LLC now owns 494 shares of the real estate investment trust’s stock valued at $30,000 after purchasing an additional 422 shares during the period. Ameriflex Group Inc. boosted its stake in Realty Income by 68.7% during the 3rd quarter. Ameriflex Group Inc. now owns 528 shares of the real estate investment trust’s stock valued at $32,000 after purchasing an additional 215 shares during the period. Twin Peaks Wealth Advisors LLC bought a new position in Realty Income in the 2nd quarter worth about $31,000. Finally, Country Trust Bank grew its position in Realty Income by 806.5% in the 2nd quarter. Country Trust Bank now owns 562 shares of the real estate investment trust’s stock worth $32,000 after purchasing an additional 500 shares during the last quarter. Institutional investors and hedge funds own 70.81% of the company’s stock.

Realty Income Price Performance

NYSE O opened at $64.42 on Friday. Realty Income Corporation has a 12 month low of $50.71 and a 12 month high of $67.93. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.40 and a quick ratio of 1.40. The firm has a market capitalization of $60.07 billion, a PE ratio of 55.06, a P/E/G ratio of 4.83 and a beta of 0.77. The company’s 50 day simple moving average is $62.95 and its 200 day simple moving average is $59.89.

Realty Income (NYSE:O) last released its earnings results on Tuesday, February 24th. The real estate investment trust reported $1.08 earnings per share for the quarter, hitting analysts’ consensus estimates of $1.08. The firm had revenue of $1.40 billion during the quarter, compared to the consensus estimate of $1.40 billion. Realty Income had a return on equity of 2.68% and a net margin of 18.41%.The firm’s revenue for the quarter was up 11.0% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.05 earnings per share. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. As a group, equities research analysts forecast that Realty Income Corporation will post 4.19 EPS for the current fiscal year.

Realty Income Increases Dividend

The company also recently disclosed a monthly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st will be issued a $0.2705 dividend. This represents a c) annualized dividend and a dividend yield of 5.0%. This is a positive change from Realty Income’s previous monthly dividend of $0.27. The ex-dividend date is Tuesday, March 31st. Realty Income’s payout ratio is currently 276.92%.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on O. Deutsche Bank Aktiengesellschaft raised Realty Income from a “hold” rating to a “buy” rating and set a $69.00 price target on the stock in a report on Tuesday, January 20th. Freedom Capital cut Realty Income from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 2nd. Loop Capital set a $69.00 target price on Realty Income in a research note on Monday, March 2nd. Barclays boosted their price target on Realty Income from $64.00 to $65.00 and gave the stock an “equal weight” rating in a research report on Friday. Finally, Wells Fargo & Company increased their price target on Realty Income from $59.00 to $60.00 and gave the stock an “equal weight” rating in a research note on Tuesday, November 25th. Six equities 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 stock. According to MarketBeat.com, Realty Income has a consensus rating of “Hold” and a consensus price target of $66.39.

More Realty Income News

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

• Positive Sentiment: Mizuho increased its price target to $68, signaling stronger analyst conviction on growth from acquisitions and partnerships. Mizuho Raises Price Target
• Positive Sentiment: Scotiabank raised its price target to $69, adding to the street momentum that clusters targets in the high-$60s. Scotiabank Price Target Raise
• Positive Sentiment: Realty Income declared its 134th monthly dividend increase to $0.2705 per share (annualized ~$3.246; ~5% yield), with record date March 31 — supporting the REIT’s income story. Dividend Increase
• Positive Sentiment: Coverage noting stronger balance-sheet capacity and $6.3B of 2025 investments reinforces Realty Income’s ability to fund acquisitions and joint ventures. Balance Sheet Strength
• Neutral Sentiment: Barclays nudged its price target to $65 but kept an “equal weight” rating, implying limited near-term upside from that shop. Barclays Note
• Neutral Sentiment: Broader media pieces and lists highlighting high-yield dividend stocks (including REITs) keep income names in focus, but they also emphasize competition for yield across the sector. Dividend Stocks List
• Negative Sentiment: Valuation and limited upside may be constraining: a high P/E and clustered analyst targets near current levels mean upside from here could be modest, which helps explain downward pressure on the share price today.

Realty Income Company 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.