Realty Income Corporation $O Shares Sold by Cullen Investment Group LTD.

Cullen Investment Group LTD. trimmed its stake in shares of Realty Income Corporation (NYSE:O) by 12.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 145,978 shares of the real estate investment trust’s stock after selling 19,864 shares during the period. Realty Income accounts for 1.1% of Cullen Investment Group LTD.’s holdings, making the stock its 23rd biggest position. Cullen Investment Group LTD.’s holdings in Realty Income were worth $8,492,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also modified their holdings of O. Brighton Jones LLC increased its stake in shares of Realty Income by 11.2% during the fourth quarter. Brighton Jones LLC now owns 6,101 shares of the real estate investment trust’s stock worth $326,000 after purchasing an additional 615 shares in the last quarter. Bison Wealth LLC acquired a new stake in Realty Income in the 4th quarter worth about $571,000. Empowered Funds LLC boosted its holdings in Realty Income by 8.0% in the 1st quarter. Empowered Funds LLC now owns 18,029 shares of the real estate investment trust’s stock worth $1,041,000 after buying an additional 1,330 shares during the last quarter. Woodline Partners LP increased its stake in Realty Income by 41.3% during the 1st quarter. Woodline Partners LP now owns 73,942 shares of the real estate investment trust’s stock worth $4,289,000 after buying an additional 21,603 shares in the last quarter. Finally, Intech Investment Management LLC increased its stake in Realty Income by 14.9% during the 1st quarter. Intech Investment Management LLC now owns 25,401 shares of the real estate investment trust’s stock worth $1,474,000 after buying an additional 3,290 shares in the last quarter. Institutional investors and hedge funds own 70.81% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the company. Stifel Nicolaus raised their target price on Realty Income from $67.75 to $70.50 and gave the company a “buy” rating in a research report on Wednesday, February 25th. Freedom Capital downgraded Realty Income from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 2nd. Cantor Fitzgerald raised their price objective on Realty Income from $60.00 to $68.00 and gave the company a “neutral” rating in a report on Friday, February 27th. Evercore reaffirmed a “positive” rating on shares of Realty Income in a research note on Wednesday, February 25th. Finally, Deutsche Bank Aktiengesellschaft raised shares of Realty Income from a “hold” rating to a “buy” rating and set a $69.00 target price for the company in a report on Tuesday, January 20th. Six 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 company’s stock. According to MarketBeat.com, Realty Income has a consensus rating of “Hold” and an average price target of $66.39.

Key Realty Income News

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

• Positive Sentiment: March short interest fell meaningfully, easing some downward pressure: short interest declined ~16.8% month-over-month to 24.68M shares (≈2.6% of float) with a short-interest ratio of ~3.9 days — a reduction in bearish positioning that can support the stock.
• Positive Sentiment: Featured in retirement/income roundups that highlight monthly-pay, high-yield dividend stocks — such coverage can attract income-focused buyers and long-term shareholders seeking steady distributions. Retirees Trust Our 5 Favorite Strong Buy Safe Monthly Pay High-Yield Dividend Stocks
• Neutral Sentiment: Head-to-head dividend coverage comparing Realty Income and NNN REIT keeps the stock in investor conversations but doesn’t provide a clear catalyst; useful for relative-value investors assessing yield vs. safety. Better Dividend Stock: Realty Income vs. NNN REIT
• Neutral Sentiment: General retirement-planning piece discusses income generation from a $1M portfolio; mentions income vehicles (including REITs) as options — broad interest driver but not company-specific. How Much Monthly Income Does a $1 Million Portfolio Produce at Age 65?
• Neutral Sentiment: Analysts’ consensus remains tepid: an average “Hold” rating was reported, suggesting limited near-term upgrade-driven upside absent stronger operational or guidance news. Realty Income Corporation (NYSE:O) Receives Average Rating of “Hold” from Analysts
• Negative Sentiment: Market commentary notes the stock has traded down across multiple sessions (seven-session weakness highlighted), which can create technical pressure and prompt further short-term selling or stop-triggered flows. Realty Income trades in red for seven sessions

Realty Income Trading Down 0.7%

Shares of Realty Income stock opened at $60.03 on Thursday. 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 stock’s 50 day simple moving average is $63.54 and its 200-day simple moving average is $60.11. The stock has a market cap of $55.98 billion, a P/E ratio of 51.31, a P/E/G ratio of 4.48 and a beta of 0.77. Realty Income Corporation has a 1-year low of $50.71 and a 1-year high of $67.93.

Realty Income (NYSE:O) last announced its quarterly earnings data on Tuesday, February 24th. The real estate investment trust reported $1.08 EPS for the quarter, hitting analysts’ consensus estimates of $1.08. The firm had revenue of $1.40 billion for 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 was up 11.0% compared to the same quarter last year. During the same quarter last year, the business posted $1.05 earnings per share. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. Analysts predict that Realty Income Corporation will post 4.19 EPS for the current fiscal year.

Realty Income Increases Dividend

The business also recently declared a monthly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st will be issued a dividend of $0.2705 per share. The ex-dividend date is Tuesday, March 31st. This represents a c) annualized dividend and a dividend yield of 5.4%. This is a boost from Realty Income’s previous monthly dividend of $0.27. Realty Income’s payout ratio is presently 276.92%.

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.