Realty Income Corporation $O Shares Sold by WealthPlan Investment Management LLC

WealthPlan Investment Management LLC cut its stake in Realty Income Corporation (NYSE:OFree Report) by 36.8% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 93,047 shares of the real estate investment trust’s stock after selling 54,197 shares during the period. WealthPlan Investment Management LLC’s holdings in Realty Income were worth $5,245,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of O. Patrick M Sweeney & Associates Inc. raised its stake in shares of Realty Income by 4.5% in the 4th quarter. Patrick M Sweeney & Associates Inc. now owns 3,801 shares of the real estate investment trust’s stock valued at $214,000 after acquiring an additional 164 shares in the last quarter. Sage Private Wealth Group LLC raised its stake in shares of Realty Income by 2.2% in the 4th quarter. Sage Private Wealth Group LLC now owns 7,844 shares of the real estate investment trust’s stock valued at $442,000 after acquiring an additional 170 shares in the last quarter. Trust Investment Advisors raised its stake in shares of Realty Income by 0.8% in the 4th quarter. Trust Investment Advisors now owns 23,266 shares of the real estate investment trust’s stock valued at $1,311,000 after acquiring an additional 178 shares in the last quarter. Gold Investment Management Ltd. increased its position in Realty Income by 0.3% in 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 buying an additional 182 shares during the period. Finally, Hantz Financial Services Inc. increased its position in Realty Income by 21.3% in the 3rd quarter. Hantz Financial Services Inc. now owns 1,097 shares of the real estate investment trust’s stock worth $67,000 after buying an additional 193 shares during the period. 70.81% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Realty Income

In other news, insider Michelle Bushore sold 7,400 shares of Realty Income stock in a transaction that occurred 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 sale, the insider owned 67,641 shares of the company’s stock, valued at approximately $4,222,151.22. This trade represents a 9.86% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.10% of the company’s stock.

Wall Street Analyst Weigh In

O has been the topic of several recent analyst reports. Royal Bank Of Canada lifted their price target on Realty Income from $70.00 to $71.00 and gave the stock an “outperform” rating in a research report on Thursday, May 7th. Stifel Nicolaus lifted their price target on Realty Income from $67.75 to $70.50 and gave the stock a “buy” rating in a research report on Wednesday, February 25th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Realty Income in a research report on Friday, April 10th. Wall Street Zen raised Realty Income from a “sell” rating to a “hold” rating in a research report on Saturday, February 28th. Finally, Evercore reaffirmed a “positive” rating on shares of Realty Income in a research report on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $67.35.

Read Our Latest Stock Report on O

Key Headlines Impacting Realty Income

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

  • Positive Sentiment: Realty Income reported stronger-than-expected Q1 results, with AFFO per share rising 6.6% and revenue/investment activity supporting the outlook. Management also raised full-year investment guidance after deploying about $2.8 billion at a 7.1% yield, which points to healthy acquisition spread and continued growth. Article Title
  • Positive Sentiment: The company reaffirmed its monthly dividend and declared its 671st consecutive payout of $0.2705 per share, reinforcing the appeal of Realty Income as an income stock with a long record of shareholder returns. Article Title
  • Positive Sentiment: Realty Income also expanded its private capital platform, raising $1.7 billion of cornerstone capital for its U.S. Core Plus fund and adding new institutional partnerships. That broader capital base could improve deal flow and support growth over time. Article Title
  • Neutral Sentiment: Analyst commentary remains mixed: one note argues the Q1 improvement and raised guidance are encouraging, but that growth is still modest, keeping the stock in a “buy vs. hold” debate rather than a clear breakout story. Article Title
  • Negative Sentiment: Separate coverage noted that one analyst cut the price target to $66, suggesting some Wall Street skepticism about near-term upside despite the dividend strength and operational progress. Article Title

Realty Income Price Performance

Shares of NYSE:O opened at $61.15 on Friday. Realty Income Corporation has a 1-year low of $54.64 and a 1-year high of $67.93. The firm has a market capitalization of $57.02 billion, a PE ratio of 50.12, a PEG ratio of 4.80 and a beta of 0.75. The business’s 50 day moving average is $62.99 and its 200-day moving average is $60.86. The company has a current ratio of 1.56, a quick ratio of 1.56 and a debt-to-equity ratio of 0.72.

Realty Income (NYSE:OGet Free Report) last announced its quarterly earnings data on Wednesday, May 6th. The real estate investment trust reported $1.13 earnings per share for the quarter, topping the consensus estimate of $1.10 by $0.03. Realty Income had a return on equity of 2.80% and a net margin of 18.94%.The company had revenue of $1.55 billion for the quarter, compared to analyst estimates of $1.39 billion. During the same quarter last year, the firm earned $1.06 EPS. Realty Income’s revenue for the quarter was up 12.2% compared to the same quarter last year. Realty Income has set its FY 2026 guidance at 4.410-4.440 EPS. Sell-side analysts predict that Realty Income Corporation will post 4.45 earnings per share for the current year.

Realty Income Announces Dividend

The company also recently disclosed a monthly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, May 29th will be issued a dividend of $0.2705 per share. This represents a c) annualized dividend and a dividend yield of 5.3%. The ex-dividend date of this dividend is Friday, May 29th. Realty Income’s dividend payout ratio (DPR) is presently 265.57%.

Realty Income Profile

(Free Report)

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.

See Also

Want to see what other hedge funds are holding O? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Realty Income Corporation (NYSE:OFree Report).

Institutional Ownership by Quarter for Realty Income (NYSE:O)

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