Realty Income Corporation $O Stake Boosted by Security National Bank of Sioux City Iowa IA

Security National Bank of Sioux City Iowa IA boosted its holdings in Realty Income Corporation (NYSE:O) by 27.2% in the second quarter, HoldingsChannel.com reports. The firm owned 42,266 shares of the real estate investment trust’s stock after acquiring an additional 9,040 shares during the period. Realty Income accounts for approximately 1.1% of Security National Bank of Sioux City Iowa IA’s investment portfolio, making the stock its 29th biggest holding. Security National Bank of Sioux City Iowa IA’s holdings in Realty Income were worth $2,619,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in O. BlackRock Inc. bought a new position in shares of Realty Income in the 2nd quarter worth about $6,997,219,000. State Street Corp boosted its holdings in shares of Realty Income by 0.8% in the 4th quarter. State Street Corp now owns 63,559,987 shares of the real estate investment trust’s stock valued at $3,599,676,000 after buying an additional 531,095 shares during the period. Geode Capital Management LLC boosted its holdings in shares of Realty Income by 2.8% in the 4th quarter. Geode Capital Management LLC now owns 29,206,196 shares of the real estate investment trust’s stock valued at $1,655,991,000 after buying an additional 793,100 shares during the period. Bank of America Corp DE grew its position in shares of Realty Income by 10.3% during the 2nd quarter. Bank of America Corp DE now owns 19,117,994 shares of the real estate investment trust’s stock valued at $1,184,551,000 after buying an additional 1,785,859 shares during the last quarter. Finally, Dimensional Fund Advisors LP grew its position in shares of Realty Income by 1.2% during the 1st quarter. Dimensional Fund Advisors LP now owns 13,018,219 shares of the real estate investment trust’s stock valued at $796,457,000 after buying an additional 154,581 shares during the last quarter. Institutional investors own 70.81% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on O. Weiss Ratings upgraded shares of Realty Income from a “buy (b-)” rating to a “buy (b)” rating in a research note on Thursday, August 20th. Evercore set a $68.00 target price on Realty Income in a research note on Friday, August 7th. Barclays lowered their target price on Realty Income from $67.00 to $65.00 and set an “equal weight” rating for the company in a report on Friday, September 4th. Huntington started coverage on Realty Income in a research report on Wednesday, July 15th. They set an “outperform” rating and a $70.00 price target on the stock. Finally, UBS Group set a $67.00 price target on Realty Income in a report on Thursday, June 18th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $66.92.

Realty Income Stock Performance

NYSE O traded down $0.66 on Friday, hitting $56.66. The stock had a trading volume of 15,190,209 shares, compared to its average volume of 6,118,456. The company’s 50-day moving average is $62.59 and its two-hundred day moving average is $62.60. Realty Income Corporation has a one year low of $55.86 and a one year high of $67.93. The stock has a market cap of $53.62 billion, a price-to-earnings ratio of 41.36, a P/E/G ratio of 4.06 and a beta of 0.71. The company has a quick ratio of 5.88, a current ratio of 5.88 and a debt-to-equity ratio of 0.73.

Realty Income (NYSE:O) last released its quarterly earnings results on Wednesday, August 5th. The real estate investment trust reported $1.09 earnings per share for the quarter, meeting analysts’ consensus estimates of $1.09. The company had revenue of $1.55 billion for the quarter, compared to analysts’ expectations of $1.40 billion. Realty Income had a return on equity of 3.12% and a net margin of 20.93%.The business’s revenue for the quarter was up 9.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.05 earnings per share. Realty Income has set its FY 2026 guidance at 4.440-4.450 EPS. On average, analysts expect that Realty Income Corporation will post 4.42 earnings per share for the current year.

Realty Income Increases Dividend

The firm also recently announced a monthly dividend, which will be paid on Thursday, October 15th. Shareholders of record on Wednesday, September 30th will be paid a dividend of $0.2715 per share. This represents a c) annualized dividend and a yield of 5.7%. The ex-dividend date of this dividend is Wednesday, September 30th. This is an increase from Realty Income’s previous monthly dividend of $0.27. Realty Income’s dividend payout ratio (DPR) is presently 237.23%.

Realty Income News Summary

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

• Positive Sentiment: Dividend raised for the 136th time. Realty Income increased its monthly dividend to $0.2715 per share from $0.2710. The October 15 payment will go to shareholders of record on September 30, reinforcing the REIT’s long-term income track record and potentially supporting demand from income-focused investors. Dividend increase article
• Positive Sentiment: KKR partnership could improve capital flexibility. Realty Income is pursuing a European property venture in which KKR-advised capital accounts would invest €528 million for a 49% interest. The transaction would provide gross proceeds while Realty Income retains a majority interest, potentially helping fund acquisitions and reduce balance-sheet pressure. Closing is expected September 30, subject to customary conditions. KKR partner investment article
• Neutral Sentiment: Monthly income appeal remains a key investment theme. Coverage highlighting Realty Income’s monthly distributions and potential tax advantages inside a Roth IRA may increase visibility among retail and retirement investors, but it does not change the company’s earnings or cash flow fundamentals. Monthly dividend and Roth IRA article
• Negative Sentiment: Analyst price target lowered. Mizuho cut its Realty Income target to $61 from $66 and maintained a neutral rating. The revision signals limited expected upside and likely adds selling pressure, particularly with the shares trading well below their long-term moving averages.
• Negative Sentiment: Higher-for-longer interest rates remain a headwind. Analyst commentary argues that elevated borrowing costs have weakened the traditional REIT playbook. Higher rates can make Realty Income’s dividend less competitive versus bonds, increase financing costs and constrain acquisition-driven growth. Higher-for-longer rates analysis

Realty Income 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.