Peterson Wealth Services Grows Position in Realty Income Corporation $O

Peterson Wealth Services grew its stake in shares of Realty Income Corporation (NYSE:O) by 930.8% in the fourth quarter, HoldingsChannel.com reports. The firm owned 33,326 shares of the real estate investment trust’s stock after buying an additional 30,093 shares during the quarter. Peterson Wealth Services’ holdings in Realty Income were worth $1,879,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Stance Capital LLC purchased a new stake in shares of Realty Income during the third quarter valued at approximately $27,000. Evolution Wealth Management Inc. boosted its stake in shares of Realty Income by 257.1% during the fourth quarter. Evolution Wealth Management Inc. now owns 500 shares of the real estate investment trust’s stock valued at $28,000 after purchasing an additional 360 shares during the period. Ameriflex Group Inc. boosted its stake in shares of Realty Income by 68.7% during the third quarter. Ameriflex Group Inc. now owns 528 shares of the real estate investment trust’s stock valued at $32,000 after purchasing an additional 215 shares during the period. FNY Investment Advisers LLC boosted its stake in shares of Realty Income by 622.2% during the fourth quarter. FNY Investment Advisers LLC now owns 650 shares of the real estate investment trust’s stock valued at $36,000 after purchasing an additional 560 shares during the period. Finally, Costello Asset Management INC purchased a new stake in shares of Realty Income during the fourth quarter valued at approximately $37,000. Hedge funds and other institutional investors own 70.81% of the company’s stock.

Realty Income Stock Performance

Shares of O stock opened at $62.03 on Friday. The stock has a fifty day moving average of $62.42 and a 200 day moving average of $61.43. Realty Income Corporation has a 52 week low of $55.86 and a 52 week high of $67.93. The firm has a market capitalization of $57.84 billion, a price-to-earnings ratio of 50.85, a PEG ratio of 4.86 and a beta of 0.72. 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 announced its quarterly earnings results on Wednesday, May 6th. The real estate investment trust reported $1.13 EPS for the quarter, topping analysts’ consensus estimates of $1.10 by $0.03. Realty Income had a return on equity of 2.80% and a net margin of 18.94%.The company had revenue of $1.55 billion during the quarter, compared to analyst estimates of $1.39 billion. During the same quarter last year, the firm posted $1.06 earnings per share. The firm’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. As a group, research analysts expect that Realty Income Corporation will post 4.44 earnings per share for the current year.

Realty Income Increases Dividend

The company also recently disclosed a monthly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th will be given a dividend of $0.271 per share. This is an increase from Realty Income’s previous monthly dividend of $0.27. This represents a c) annualized dividend and a yield of 5.2%. The ex-dividend date of this dividend is Tuesday, June 30th. Realty Income’s payout ratio is 266.39%.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on the company. Morgan Stanley set a $67.00 price objective on Realty Income in a research note on Monday, April 27th. Jefferies Financial Group assumed coverage on Realty Income in a research note on Monday, June 1st. They set a “buy” rating and a $69.00 price objective for the company. Evercore reissued a “positive” rating on shares of Realty Income in a research note on Wednesday, February 25th. Scotiabank reissued an “outperform” rating on shares of Realty Income in a research note on Tuesday, May 12th. Finally, Loop Capital set a $69.00 price target on Realty Income in a research note on Monday, March 2nd. One equities research 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 issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $67.46.

Realty Income News Roundup

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

• Positive Sentiment: Realty Income increased its monthly dividend to $0.271 per share, extending its reputation as a reliable income payer and signaling confidence in cash flow stability.
• Positive Sentiment: The company’s raised 2026 AFFO guidance and reported 98.9% occupancy suggest strong portfolio performance and continued support for dividend growth. O Raises the Payout: Can the Monthly Dividend Still Win Investors?
• Positive Sentiment: Analysts and recent commentary are framing the higher dividend as a sign that the investment case for Realty Income may be improving, especially for yield-focused investors. Is Realty Income’s Higher Dividend And AFFO Outlook Altering The Investment Case For O?
• Neutral Sentiment: Several articles highlighted Realty Income as a candidate for investors seeking large monthly income streams, but these pieces were mostly promotional and did not add new company-specific catalysts.
• Neutral Sentiment: One analysis compared Realty Income with EastGroup Properties on cost of capital and execution, which is more of a valuation/strategy discussion than an immediate stock-moving event. Realty Income Vs. EastGroup: A Case Study In Overcoming Cost Of Capital
• Negative Sentiment: Higher interest rates remain a headwind for REIT valuations and may limit upside even as the dividend outlook improves.

Insider Buying and Selling

In other Realty Income news, insider Michelle Bushore sold 7,400 shares of the firm’s stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $62.42, for a total transaction of $461,908.00. Following the completion of the transaction, the insider 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Corporate insiders own 0.10% of the company’s stock.

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.