Realty Income Corporation $O Shares Bought by KLP Kapitalforvaltning AS

KLP Kapitalforvaltning AS boosted its holdings in shares of Realty Income Corporation (NYSE:O) by 3.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 343,308 shares of the real estate investment trust’s stock after buying an additional 12,500 shares during the period. KLP Kapitalforvaltning AS’s holdings in Realty Income were worth $19,431,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently added to or reduced their stakes in O. Stance Capital LLC acquired a new position in Realty Income during the 3rd quarter valued at about $27,000. Strengthening Families & Communities LLC increased its position 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 buying an additional 422 shares in the last quarter. Ameriflex Group Inc. increased its position 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 buying an additional 215 shares in the last quarter. FNY Investment Advisers LLC increased its position in Realty Income by 622.2% during the 4th quarter. FNY Investment Advisers LLC now owns 650 shares of the real estate investment trust’s stock valued at $36,000 after buying an additional 560 shares in the last quarter. Finally, Maseco LLP acquired a new position in Realty Income during the 4th quarter valued at about $43,000. 70.81% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on the company. Wall Street Zen upgraded Realty Income from a “sell” rating to a “hold” rating in a research note on Saturday, February 28th. Royal Bank Of Canada boosted their price target on Realty Income from $61.00 to $70.00 and gave the company an “outperform” rating in a research note on Wednesday, February 25th. Cantor Fitzgerald boosted their price target on 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 boosted their price target on Realty Income from $67.75 to $70.50 and gave the company a “buy” rating in a research note on Wednesday, February 25th. Finally, UBS Group boosted their price target on Realty Income from $66.00 to $72.00 and gave the company a “buy” rating in a research note on Monday, March 9th. Six research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $66.61.

Key Headlines Impacting Realty Income

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

• Positive Sentiment: Barclays raised its price target on O to $68 (from $65) while keeping an Equal Weight rating, citing a “Goldilocks” backdrop for REITs — a modest analyst upgrade that supports near‑term upside expectations. Barclays Raises Realty Income (O) PT to $68, Sees “Goldilocks” Backdrop for REITs
• Positive Sentiment: Realty Income struck a $1bn capital partnership with Apollo to accelerate European net‑lease acquisitions, which de-risks capital needs, funds growth without pressuring the balance sheet and increases geographic rent diversification. Realty Income’s Apollo Backing Shifts Growth Toward European Net Lease Deals
• Neutral Sentiment: Retail investor enthusiasm and Realty Income’s long monthly‑dividend track record continue to drive buying interest; however, analysts remain lukewarm, leaving professional conviction mixed. That split can boost trading volatility even as fundamentals stay steady. Wall Street Is Lukewarm on Realty Income While Retail Piles In. What Do Analysts Know?
• Neutral Sentiment: A comparative piece highlights that industrial‑focused STAG Industrial is outpacing Realty Income on rent growth and returns, underscoring sectoral differences (industrial vs. diversified net‑lease) that may favor industrial names over diversified landlords in the current cycle. This helps explain relative performance gaps rather than an absolute sell signal for O. Realty Income vs. Stag Industrial: One Monthly Dividend REIT Is Leaving the Other in the Dust
• Negative Sentiment: A bearish deep‑dive flagged fresh reasons to avoid O, raising concerns about valuation and growth prospects that could weigh on sentiment among value‑oriented investors. Realty Income: 3 New Reasons This Is Still A Hard Pass
• Negative Sentiment: Market coverage noted a recent intraday pullback (reported close below recent highs), reflecting short‑term profit‑taking and broader market movement rather than a clear change in fundamentals. That prior weakness helps explain mixed headlines and increased volatility. Realty Income Corp. (O) Stock Sinks As Market Gains: Here’s Why

Insider Activity at Realty Income

In other news, insider Michelle Bushore sold 7,400 shares of the firm’s stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $62.42, for a total transaction of $461,908.00. Following the completion of the transaction, the insider directly owned 67,641 shares in the company, valued at $4,222,151.22. This trade represents a 9.86% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. 0.10% of the stock is currently owned by corporate insiders.

Realty Income Stock Performance

Shares of O stock opened at $64.10 on Friday. The business’s 50 day moving average is $63.97 and its two-hundred day moving average is $60.54. Realty Income Corporation has a 12-month low of $54.38 and a 12-month high of $67.93. The company has a market capitalization of $59.77 billion, a P/E ratio of 54.79, a P/E/G ratio of 4.29 and a beta of 0.79. The company has a current ratio of 1.40, a quick ratio of 1.40 and a debt-to-equity ratio of 0.72.

Realty Income (NYSE:O) last announced its earnings results on Tuesday, February 24th. The real estate investment trust reported $1.08 EPS for the quarter, meeting analysts’ consensus estimates of $1.08. Realty Income had a return on equity of 2.68% and a net margin of 18.41%.The business had revenue of $1.40 billion during the quarter, compared to analysts’ expectations of $1.40 billion. During the same quarter in the prior year, the firm earned $1.05 earnings per share. The business’s revenue was up 11.0% compared to the same quarter last year. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. Analysts expect that Realty Income Corporation will post 4.45 EPS for the current fiscal year.

Realty Income Announces Dividend

The company also recently declared a monthly dividend, which will be paid on Friday, May 15th. Stockholders of record on Thursday, April 30th will be given a dividend of $0.2705 per share. This represents a c) annualized dividend and a dividend yield of 5.1%. The ex-dividend date is Thursday, April 30th. Realty Income’s dividend payout ratio (DPR) is currently 277.78%.

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.