National Pension Service Boosts Holdings in Realty Income Corporation $O

National Pension Service lifted its stake in shares of Realty Income Corporation (NYSE:O) by 3.1% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,668,650 shares of the real estate investment trust’s stock after purchasing an additional 50,790 shares during the period. National Pension Service owned about 0.18% of Realty Income worth $103,390,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently modified their holdings of O. EFG International AG purchased a new stake in Realty Income during the 4th quarter worth approximately $26,000. Dunhill Financial LLC purchased a new position in shares of Realty Income in the second quarter valued at approximately $27,000. Evolution Wealth Management Inc. boosted its stake in shares of Realty Income by 257.1% in the fourth quarter. Evolution Wealth Management Inc. now owns 500 shares of the real estate investment trust’s stock worth $28,000 after acquiring an additional 360 shares during the last quarter. Quattro Advisors LLC acquired a new stake in shares of Realty Income in the fourth quarter worth approximately $29,000. Finally, Sankala Group LLC purchased a new stake in shares of Realty Income during the fourth quarter worth approximately $32,000. Institutional investors and hedge funds own 70.81% of the company’s stock.

Realty Income Stock Performance

Shares of Realty Income stock opened at $59.56 on Friday. The business’s 50 day moving average price is $63.10 and its 200 day moving average price is $62.89. The company has a market cap of $56.35 billion, a price-to-earnings ratio of 43.47, a PEG ratio of 4.27 and a beta of 0.71. The company has a debt-to-equity ratio of 0.73, a quick ratio of 5.88 and a current ratio of 5.88. Realty Income Corporation has a one year low of $55.86 and a one year high of $67.93.

Realty Income (NYSE:O) last issued its earnings results on Wednesday, August 5th. The real estate investment trust reported $1.09 earnings per share (EPS) for the quarter, meeting the consensus estimate of $1.09. Realty Income had a return on equity of 3.12% and a net margin of 20.93%.The company had revenue of $1.55 billion during the quarter, compared to analysts’ expectations of $1.40 billion. During the same period in the prior year, the business earned $1.05 EPS. The firm’s quarterly revenue was up 9.7% on a year-over-year basis. Realty Income has set its FY 2026 guidance at 4.440-4.450 EPS. On average, research analysts predict that Realty Income Corporation will post 4.43 EPS for the current year.

Realty Income Increases Dividend

The company also recently disclosed a monthly dividend, which will be paid on Thursday, October 15th. Investors of record on Wednesday, September 30th will be issued a $0.2715 dividend. This is an increase from Realty Income’s previous monthly dividend of $0.27. This represents a c) dividend on an annualized basis and a dividend yield of 5.5%. The ex-dividend date of this dividend is Wednesday, September 30th. Realty Income’s payout ratio is currently 237.23%.

Key Headlines Impacting Realty Income

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

• Positive Sentiment: Realty Income raised its monthly dividend to $0.2715 per share, a 0.2% increase and its 136th dividend increase. The payment implies annualized dividends of approximately $3.258 per share and a yield near 5.4%, reinforcing the REIT’s appeal to income-oriented investors. Realty Income Hikes Its Dividend Again: Can Growth Continue?
• Positive Sentiment: The dividend increase is supported by solid adjusted funds from operations coverage, high portfolio occupancy and plans for additional investment, suggesting management remains confident in the REIT’s cash-flow outlook. Realty Income Just Made Its 136th Dividend Increase
• Positive Sentiment: Realty Income was highlighted among high-yield stocks suited to retirement income, which may attract investors seeking recurring cash distributions backed by operating cash flow. 5 High-Yield Dividend Stocks Built for Reliable Retirement Income
• Neutral Sentiment: Heavy investor searches indicate elevated attention around Realty Income, but search interest alone does not establish a change in the company’s fundamentals or valuation. Investors Heavily Search Realty Income Corporation
• Negative Sentiment: Realty Income has underperformed the broader Nasdaq recently. The stock’s decline reflects investor caution toward rate-sensitive REITs, particularly as the 10-year Treasury yield approaches 5%; higher bond yields make competing fixed-income investments more attractive and can raise Realty Income’s financing costs. Is Realty Income Underperforming the Nasdaq?

Wall Street Analyst Weigh In

Several research analysts recently commented on the company. Evercore set a $68.00 price objective on Realty Income in a research note on Friday, August 7th. Wells Fargo & Company dropped their target price on shares of Realty Income from $65.00 to $64.00 and set an “equal weight” rating for the company in a report on Tuesday, September 1st. Stifel Nicolaus set a $70.75 target price on shares of Realty Income in a research report on Tuesday, June 30th. Weiss Ratings raised shares of Realty Income from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, August 20th. Finally, Huntington initiated coverage on shares of Realty Income in a research report on Wednesday, July 15th. They set an “outperform” rating and a $70.00 price target on the stock. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $67.23.

Realty Income Company Profile

Realty Income Corporation is a real estate investment trust (REIT) that owns and manages a diversified portfolio of commercial properties. The company primarily uses long-term, single-tenant, net lease agreements, under which tenants generally assume responsibility for property-level expenses such as maintenance, insurance and taxes.

Its portfolio includes retail, industrial, distribution, office, gaming and other commercial properties. Realty Income serves a broad range of tenants, including convenience stores, grocery stores, pharmacies, home improvement retailers, restaurants, logistics operators and other established businesses.