Ritholtz Wealth Management Acquires New Holdings in Realty Income Corporation $O

Ritholtz Wealth Management bought a new stake in Realty Income Corporation (NYSE:O) in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 13,338 shares of the real estate investment trust’s stock, valued at approximately $816,000.

Other large investors also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its holdings in shares of Realty Income by 0.5% during the 4th quarter. Vanguard Group Inc. now owns 150,415,287 shares of the real estate investment trust’s stock valued at $8,478,910,000 after acquiring an additional 684,949 shares during the last quarter. Pensionfund PDN acquired a new stake in Realty Income in the 4th quarter worth approximately $7,434,000. Danske Bank A S boosted its position in Realty Income by 20.3% during the fourth quarter. Danske Bank A S now owns 568,121 shares of the real estate investment trust’s stock worth $32,025,000 after purchasing an additional 95,773 shares during the period. E. Ohman J or Asset Management AB bought a new stake in Realty Income during the fourth quarter worth approximately $1,766,000. Finally, LDR Capital Management LLC grew its holdings in Realty Income by 117.6% during the fourth quarter. LDR Capital Management LLC now owns 29,285 shares of the real estate investment trust’s stock valued at $1,651,000 after purchasing an additional 15,825 shares during the last quarter. 70.81% of the stock is owned by institutional investors.

Insider Activity at Realty Income

In other news, insider Michelle Bushore sold 7,400 shares of the company’s stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $62.42, for a total transaction of $461,908.00. Following the completion of the transaction, the insider owned 67,641 shares of the company’s stock, valued at approximately $4,222,151.22. This represents a 9.86% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 0.10% of the company’s stock.

Realty Income Trading Down 0.2%

Shares of Realty Income stock opened at $63.00 on Tuesday. The company’s fifty day simple moving average is $62.12 and its 200-day simple moving average is $61.79. The company has a market cap of $58.75 billion, a price-to-earnings ratio of 51.64, a PEG ratio of 4.93 and a beta of 0.73. 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 Corporation has a 1 year low of $55.86 and a 1 year high of $67.93.

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

Realty Income Increases Dividend

The business also recently disclosed a monthly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th will be issued a dividend of $0.271 per share. This represents a c) annualized dividend and a dividend yield of 5.2%. The ex-dividend date is Tuesday, June 30th. This is a positive change from Realty Income’s previous monthly dividend of $0.27. Realty Income’s payout ratio is presently 266.39%.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the stock. Royal Bank Of Canada upped their price objective on shares of Realty Income from $70.00 to $71.00 and gave the stock an “outperform” rating in a report on Thursday, May 7th. Jefferies Financial Group initiated coverage on shares of Realty Income in a report on Monday, June 1st. They issued a “buy” rating and a $69.00 target price on the stock. Weiss Ratings reissued a “hold (c+)” rating on shares of Realty Income in a research report on Friday, April 10th. Barclays upped their price target on shares of Realty Income from $65.00 to $68.00 and gave the company an “equal weight” rating in a report on Tuesday, April 21st. Finally, Mizuho lowered their price target on Realty Income from $68.00 to $66.00 and set a “neutral” rating on the stock in a research report on Wednesday, May 13th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $66.75.

More Realty Income News

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

• Positive Sentiment: Analysts and bullish commentary highlighted Realty Income’s roughly 5.3% dividend yield and monthly payout schedule, which stand out versus the broader market and may continue to attract income investors.
• Neutral Sentiment: Realty Income priced a €600 million euro-denominated notes offering at 3.625% due 2032, a move that strengthens liquidity and funding flexibility for future investments. Article Title
• Neutral Sentiment: Coverage from multiple outlets revisited a bullish thesis on Realty Income (O), emphasizing its scale, defensive net-lease model, and income-generation profile. Article Title
• Neutral Sentiment: The company also reportedly bought a gas station/Wawa site in Goldsboro, showing continued property investment activity, though the transaction size appears too small to materially move the stock on its own.

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.