USS Investment Management Ltd Grows Stake in Realty Income Corporation $O

USS Investment Management Ltd grew its stake in shares of Realty Income Corporation (NYSE:O) by 5.7% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 187,856 shares of the real estate investment trust’s stock after acquiring an additional 10,126 shares during the period. USS Investment Management Ltd’s holdings in Realty Income were worth $11,490,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of the stock. EFG International AG purchased a new stake in Realty Income in the fourth quarter worth $26,000. Stance Capital LLC purchased a new position in shares of Realty Income during the 3rd quarter valued at $27,000. Evolution Wealth Management Inc. lifted its position in shares of Realty Income by 257.1% during the 4th quarter. Evolution Wealth Management Inc. now owns 500 shares of the real estate investment trust’s stock valued at $28,000 after buying an additional 360 shares during the last quarter. Quattro Advisors LLC bought a new position in shares of Realty Income during the 4th quarter worth $29,000. Finally, Ameriflex Group Inc. grew its stake in shares of Realty Income by 68.7% during the 3rd quarter. Ameriflex Group Inc. now owns 528 shares of the real estate investment trust’s stock worth $32,000 after acquiring an additional 215 shares during the period. Hedge funds and other institutional investors own 70.81% of the company’s stock.

Realty Income Stock Down 0.1%

Shares of NYSE O opened at $61.89 on Thursday. Realty Income Corporation has a 52 week low of $55.86 and a 52 week high of $67.93. The business has a 50-day simple moving average of $62.00 and a two-hundred day simple moving average of $61.86. The company has a quick ratio of 1.56, a current ratio of 1.56 and a debt-to-equity ratio of 0.72. The company has a market cap of $57.71 billion, a P/E ratio of 50.73, a P/E/G ratio of 4.84 and a beta of 0.72.

Realty Income (NYSE:O) last announced 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 period in the prior year, the business posted $1.06 earnings per share. The company’s revenue was up 12.2% on a year-over-year basis. Realty Income has set its FY 2026 guidance at 4.410-4.440 EPS. Research analysts anticipate that Realty Income Corporation will post 4.45 earnings per share for the current fiscal year.

Realty Income Increases Dividend

The company also recently declared a monthly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th will be issued a $0.271 dividend. This represents a c) annualized dividend and a yield of 5.3%. The ex-dividend date of this dividend 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 266.39%.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on O shares. Jefferies Financial Group began coverage on Realty Income in a research note on Monday, June 1st. They issued a “buy” rating and a $69.00 price objective on the stock. Scotiabank cut their target price on shares of Realty Income from $72.00 to $67.00 and set a “sector outperform” rating for the company in a research report on Thursday, June 18th. UBS Group set a $67.00 target price on shares of Realty Income in a research note on Thursday, June 18th. 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, Freedom Capital upgraded shares of Realty Income from a “hold” rating to a “strong-buy” rating in a research note on Monday, May 11th. One analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $66.77.

More Realty Income News

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

• Positive Sentiment: Realty Income’s new data-center joint venture could expand its growth runway and add exposure to a high-demand digital infrastructure market.
• Positive Sentiment: The JV starts with more than $6 billion in seed assets and is designed around long-duration leases to investment-grade tenants, which may support stable income growth.
• Neutral Sentiment: The company announced that it will report second-quarter 2026 earnings on August 5, keeping investors focused on upcoming operating results.
• Neutral Sentiment: Recent articles highlighted Realty Income as a dividend stock to watch, but these mentions are not likely to materially move the shares on their own.

Realty Income Company 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.