Ameritas Advisory Services LLC Sells 10,185 Shares of Realty Income Corporation $O

Ameritas Advisory Services LLC lessened its holdings in Realty Income Corporation (NYSE:O) by 42.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 13,905 shares of the real estate investment trust’s stock after selling 10,185 shares during the quarter. Ameritas Advisory Services LLC’s holdings in Realty Income were worth $784,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently bought and sold shares of O. Vanguard Group Inc. grew its stake in shares of Realty Income by 2.5% during the 3rd quarter. Vanguard Group Inc. now owns 149,730,338 shares of the real estate investment trust’s stock worth $9,102,107,000 after acquiring an additional 3,594,127 shares during the period. State Street Corp grew its stake in shares of Realty Income by 2.1% during the 3rd quarter. State Street Corp now owns 63,028,892 shares of the real estate investment trust’s stock worth $3,831,526,000 after acquiring an additional 1,295,936 shares during the period. Barclays PLC grew its stake in shares of Realty Income by 52.7% during the 3rd quarter. Barclays PLC now owns 2,741,766 shares of the real estate investment trust’s stock worth $166,672,000 after acquiring an additional 946,815 shares during the period. Aew Capital Management L P grew its stake in shares of Realty Income by 44.5% during the 3rd quarter. Aew Capital Management L P now owns 2,139,078 shares of the real estate investment trust’s stock worth $130,035,000 after acquiring an additional 658,910 shares during the period. Finally, Raymond James Financial Inc. grew its stake in shares of Realty Income by 5.8% during the 2nd quarter. Raymond James Financial Inc. now owns 12,011,841 shares of the real estate investment trust’s stock worth $692,002,000 after acquiring an additional 654,958 shares during the period. Institutional investors own 70.81% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently weighed in on O shares. UBS Group increased their price target on Realty Income from $66.00 to $72.00 and gave the stock a “buy” rating in a research note on Monday, March 9th. Cantor Fitzgerald raised their target price on Realty Income from $60.00 to $68.00 and gave the stock a “neutral” rating in a research note on Friday, February 27th. Morgan Stanley set a $67.00 target price on Realty Income in a research note on Monday, April 27th. Evercore restated a “positive” rating on shares of Realty Income in a research note on Wednesday, February 25th. Finally, Barclays raised their target price on Realty Income from $65.00 to $68.00 and gave the stock an “equal weight” rating in a research note on Tuesday, April 21st. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $67.35.

Realty Income Stock Performance

NYSE:O opened at $61.15 on Friday. The business’s 50-day moving average price is $62.99 and its two-hundred day moving average price is $60.86. Realty Income Corporation has a twelve month low of $54.64 and a twelve month high of $67.93. The stock has a market cap of $57.02 billion, a P/E ratio of 50.12, a PEG ratio of 4.87 and a beta of 0.75. The company has a quick ratio of 1.56, a current ratio of 1.56 and a debt-to-equity ratio of 0.72.

Realty Income (NYSE:O) last released its quarterly earnings results on Wednesday, May 6th. The real estate investment trust reported $1.13 earnings per share for the quarter, beating 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 firm had revenue of $1.55 billion for the quarter, compared to analysts’ expectations of $1.39 billion. During the same quarter last year, the firm posted $1.06 EPS. The company’s revenue 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. As a group, equities analysts predict that Realty Income Corporation will post 4.42 EPS for the current fiscal year.

Realty Income Announces Dividend

The firm also recently declared a monthly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, May 29th will be issued a $0.2705 dividend. The ex-dividend date of this dividend is Friday, May 29th. This represents a c) annualized dividend and a dividend yield of 5.3%. Realty Income’s dividend payout ratio (DPR) is presently 266.39%.

Insider Buying and Selling at Realty Income

In related news, insider Michelle Bushore sold 7,400 shares of the firm’s stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $62.42, for a total transaction of $461,908.00. Following the transaction, the insider directly 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 filing with the SEC, which is accessible through this link. Corporate insiders own 0.10% of the company’s stock.

Realty Income News Roundup

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 Profile

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.