MGO One Seven LLC Grows Position in Realty Income Corporation $O

MGO One Seven LLC raised its holdings in Realty Income Corporation (NYSE:O) by 9.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 162,150 shares of the real estate investment trust’s stock after purchasing an additional 14,617 shares during the period. MGO One Seven LLC’s holdings in Realty Income were worth $9,140,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of O. ProShare Advisors LLC boosted its stake in Realty Income by 5.3% in the 3rd quarter. ProShare Advisors LLC now owns 3,067,894 shares of the real estate investment trust’s stock worth $186,497,000 after purchasing an additional 155,677 shares during the period. Allied Investment Advisors LLC purchased a new position in Realty Income during the 3rd quarter valued at about $10,870,000. J. Safra Sarasin Holding AG bought a new stake in shares of Realty Income during the third quarter valued at about $26,175,000. Pensionfund PDN purchased a new stake in shares of Realty Income in the fourth quarter worth about $7,434,000. Finally, Vanguard Group Inc. lifted its holdings in shares of Realty Income by 0.5% in the fourth quarter. Vanguard Group Inc. now owns 150,415,287 shares of the real estate investment trust’s stock worth $8,478,910,000 after buying an additional 684,949 shares in the last quarter. Institutional investors own 70.81% of the company’s stock.

Trending Headlines about Realty Income

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

• Positive Sentiment: Q1 operating beat and active deployment — Realty Income reported FFO/AFFO and revenue above estimates, delivered 98.9% occupancy, and invested about $2.8B in Q1 at attractive initial yields; management raised AFFO guidance for 2026. MarketBeat Q1 report & slides
• Positive Sentiment: Upsized investment plan and private capital expansion — Realty Income increased its 2026 investment-volume target (now targeting ~$9.5B) and announced private-capital partnerships (Apollo, GIC, US Core Plus Fund) to scale deal flow and fee-bearing channels. Yahoo Finance: Higher AFFO guidance & private capital
• Positive Sentiment: Analyst upgrade — RBC Capital raised its price target to $71 and set an Outperform rating, implying meaningful upside from current levels and providing support for the stock. TickerReport: RBC raises price target
• Neutral Sentiment: Dividend narrative and retail coverage — Numerous outlets and dividend-focused pieces cite Realty Income as a core monthly-income holding; helpful for retail demand but not immediately catalytic. Fool: Dividend income piece
• Neutral Sentiment: Comparative coverage — Articles comparing Realty Income to higher-yield, riskier REITs (e.g., AGNC) underline Realty’s steadiness but also highlight yield trade-offs for income investors. 247WallSt: Realty Income vs AGNC
• Negative Sentiment: Slight miss vs. EPS consensus on FY guidance — Realty Income set FY 2026 EPS guidance of $4.41–$4.44, a touch below the Street’s $4.45 consensus, prompting some sell-side caution and headlines about a “disappointing” guide despite AFFO strength. Seeking Alpha: Guidance disappoints

Insider Transactions at Realty Income

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

Realty Income Stock Down 3.0%

O stock opened at $62.09 on Friday. The company has a current ratio of 1.40, a quick ratio of 1.40 and a debt-to-equity ratio of 0.72. The company’s 50 day moving average is $63.55 and its 200 day moving average is $60.79. The stock has a market cap of $57.89 billion, a price-to-earnings ratio of 50.89, a price-to-earnings-growth ratio of 4.33 and a beta of 0.75. Realty Income Corporation has a 1-year low of $54.38 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, beating the consensus estimate of $1.10 by $0.03. Realty Income had a net margin of 18.94% and a return on equity of 2.83%. The business had revenue of $1.55 billion during the quarter, compared to analyst estimates of $1.39 billion. During the same period in the previous year, the business posted $1.06 earnings per share. Realty Income’s revenue for the quarter was up 12.2% on a year-over-year basis. 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 EPS for the current fiscal year.

Realty Income Dividend Announcement

The business also recently disclosed a monthly dividend, which will be paid on Friday, May 15th. Stockholders of record on Thursday, April 30th will be issued a dividend of $0.2705 per share. This represents a c) dividend on an annualized basis and a dividend yield of 5.2%. The ex-dividend date of this dividend is Thursday, April 30th. Realty Income’s payout ratio is currently 265.57%.

Wall Street Analyst Weigh In

Several equities analysts recently commented on the stock. Wall Street Zen raised shares of Realty Income from a “sell” rating to a “hold” rating in a research note on Saturday, February 28th. Royal Bank Of Canada increased their target price on shares of Realty Income from $70.00 to $71.00 and gave the stock an “outperform” rating in a research note on Thursday. Deutsche Bank Aktiengesellschaft raised shares of Realty Income from a “hold” rating to a “buy” rating and set a $69.00 price target for the company in a report on Tuesday, January 20th. Barclays boosted their price target on shares of Realty Income from $65.00 to $68.00 and gave the company an “equal weight” rating in a research report on Tuesday, April 21st. Finally, UBS Group increased their price objective on Realty Income from $66.00 to $72.00 and gave the stock a “buy” rating in a research report on Monday, March 9th. Six investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $67.27.

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.