Daymark Wealth Partners LLC grew its stake in Realty Income Corporation (NYSE:O – Free Report) by 210.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 19,255 shares of the real estate investment trust’s stock after purchasing an additional 13,060 shares during the period. Daymark Wealth Partners LLC’s holdings in Realty Income were worth $1,085,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Stance Capital LLC purchased a new stake in Realty Income during the 3rd quarter valued at $27,000. Heartwood Wealth Advisors LLC bought a new stake in Realty Income in the third quarter worth $29,000. Strengthening Families & Communities LLC boosted its stake in Realty Income by 586.1% during the third quarter. Strengthening Families & Communities LLC now owns 494 shares of the real estate investment trust’s stock worth $30,000 after buying an additional 422 shares during the period. Twin Peaks Wealth Advisors LLC purchased a new position in Realty Income during the second quarter worth $31,000. Finally, Country Trust Bank increased its position in Realty Income by 806.5% during the second quarter. Country Trust Bank now owns 562 shares of the real estate investment trust’s stock valued at $32,000 after acquiring an additional 500 shares during the last quarter. Hedge funds and other institutional investors own 70.81% of the company’s stock.
Wall Street Analyst Weigh In
Several equities research analysts have recently weighed in on O shares. Cantor Fitzgerald increased their target price on shares of Realty Income from $60.00 to $68.00 and gave the company a “neutral” rating in a research note on Friday, February 27th. Stifel Nicolaus upped their price target on shares of Realty Income from $67.75 to $70.50 and gave the company a “buy” rating in a report on Wednesday, February 25th. Evercore reissued a “positive” rating on shares of Realty Income in a research report on Wednesday, February 25th. Wall Street Zen raised shares of Realty Income from a “sell” rating to a “hold” rating in a research note on Saturday, February 28th. Finally, Morgan Stanley boosted their target price on Realty Income from $62.00 to $65.00 and gave the company an “equal weight” rating in a research report on Wednesday, December 24th. Six analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Realty Income has an average rating of “Hold” and a consensus target price of $66.39.
Trending Headlines about Realty Income
Here are the key news stories impacting Realty Income this week:
- Positive Sentiment: Realty Income formed a $1.0 billion joint venture with Apollo-managed funds, with Apollo taking a ~49% stake in a new retail portfolio JV — this brings large, non-dilutive capital, enables asset monetization and portfolio recycling, and reduces near-term funding needs for growth/dividends. Realty Income, Apollo Form $1B Joint Venture for Retail Portfolio
- Positive Sentiment: Multiple income-focused outlets are reiterating Realty Income as a top monthly/dividend pick, which can attract yield-seeking investors and support demand for the stock over time. Want $100 in Super-Safe Monthly Dividend Income? Invest $11,955 Into These 2 High-Octane Income Stocks Yielding an Average of 10.04%!
- Neutral Sentiment: A report notes Apollo Global recently capped redemptions in one of its debt vehicles after heavy withdrawal requests — this raises a watch item on Apollo liquidity/flow but does not directly negate the announced JV funding. Investors should monitor Apollo developments as a background risk. Apollo Global (APO) Caps Redemptions at 5% for Apollo Debt Solutions
- Neutral Sentiment: Market reports note the stock bounced after several down sessions, suggesting short-term technical repair rather than a new fundamental trend. Volume remains below average, so moves may lack conviction until higher-volume follow-through. Realty Income rises after six sessions of decline
- Negative Sentiment: Prior to the bounce, Realty Income experienced multiple sessions of red trading (reported as seven sessions in some coverage), reflecting recent selling pressure that could persist if macro or rate concerns re-emerge. Realty Income trades in red for seven sessions
Realty Income Stock Performance
O stock opened at $60.25 on Friday. Realty Income Corporation has a twelve month low of $50.71 and a twelve month high of $67.93. The firm has a market cap of $56.18 billion, a price-to-earnings ratio of 51.50, a PEG ratio of 4.45 and a beta of 0.77. The business’s fifty day simple moving average is $63.53 and its two-hundred day simple moving average is $60.11. The company has a quick ratio of 1.40, a current ratio of 1.40 and a debt-to-equity ratio of 0.72.
Realty Income (NYSE:O – Get Free Report) last issued its earnings results on Tuesday, February 24th. The real estate investment trust reported $1.08 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $1.08. The firm had revenue of $1.40 billion during the quarter, compared to analyst estimates of $1.40 billion. Realty Income had a net margin of 18.41% and a return on equity of 2.68%. The business’s revenue was up 11.0% on a year-over-year basis. During the same period in the previous year, the firm earned $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 earnings per share for the current year.
Realty Income Increases Dividend
The business also recently disclosed a monthly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st will be given a $0.2705 dividend. This is a positive change from Realty Income’s previous monthly dividend of $0.27. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a c) annualized dividend and a yield of 5.4%. Realty Income’s dividend 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.
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