Huntington Forecasts Realty Income FY2026 Earnings

Realty Income Corporation (NYSE:O) – Research analysts at Huntington issued their FY2026 earnings per share (EPS) estimates for Realty Income in a note issued to investors on Wednesday, November 4th. Huntington analyst R. Stevenson expects that the real estate investment trust will post earnings per share of $4.34 for the year. Huntington currently has a “Strong-Buy” rating on the stock. The consensus estimate for Realty Income’s current full-year earnings is $4.45 per share.

O has been the topic of a number of other research reports. Stifel Nicolaus set a $63.75 price target on shares of Realty Income in a research report on Friday, October 9th. Evercore set a $65.00 target price on shares of Realty Income in a research note on Monday, September 21st. Weiss Ratings lowered shares of Realty Income from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, October 30th. Scotiabank cut shares of Realty Income from a “sector outperform” rating to a “sector perform” rating and cut their price target for the company from $67.00 to $59.00 in a research report on Wednesday, September 23rd. Finally, Barclays decreased their price target on Realty Income from $65.00 to $61.00 and set an “equal weight” rating for the company in a report on Tuesday, October 20th. Three equities research analysts have rated the stock with a Strong Buy rating, five have given a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Realty Income currently has a consensus rating of “Moderate Buy” and an average price target of $71.51.

Realty Income Stock Performance

NYSE:O opened at $59.47 on Friday. The company has a debt-to-equity ratio of 0.74, a quick ratio of 5.88 and a current ratio of 6.04. Realty Income has a fifty-two week low of $53.15 and a fifty-two week high of $67.93. The company has a 50 day simple moving average of $57.16 and a two-hundred day simple moving average of $61.56. The company has a market capitalization of $56.56 billion, a PE ratio of 41.01, a P/E/G ratio of 4.62 and a beta of 0.65.

Realty Income (NYSE:O) last posted its quarterly earnings data on Monday, November 2nd. The real estate investment trust reported $0.43 EPS for the quarter, topping analysts’ consensus estimates of $0.41 by $0.02. Realty Income had a return on equity of 3.27% and a net margin of 21.85%. The company had revenue of $1.62 billion for the quarter, compared to analyst estimates of $1.43 billion. During the same period in the previous year, the firm earned $1.08 earnings per share. The firm’s quarterly revenue was up 10.3% on a year-over-year basis.

Realty Income Dividend Announcement

The firm also recently declared a monthly dividend, which will be paid on Friday, November 13th. Shareholders of record on Friday, October 30th will be issued a dividend of $0.2715 per share. This represents a $3.26 dividend on an annualized basis and a dividend yield of 5.5%. The ex-dividend date is Friday, October 30th. Realty Income’s dividend payout ratio is presently 224.83%.

Institutional Trading of Realty Income

Hedge funds have recently modified their holdings of the stock. BlackRock Inc. acquired a new stake in Realty Income in the second quarter worth $6,997,219,000. State Street Corp increased its stake in Realty Income by 3.4% in the second quarter. State Street Corp now owns 65,929,425 shares of the real estate investment trust’s stock valued at $4,102,484,000 after purchasing an additional 2,166,180 shares in the last quarter. Bank of America Corp DE raised its holdings in shares of Realty Income by 10.3% during the second 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 purchasing an additional 1,785,859 shares during the period. Dimensional Fund Advisors LP raised its holdings in shares of Realty Income by 1.2% during the first 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 purchasing an additional 154,581 shares during the period. Finally, Legal & General Group Plc acquired a new position in shares of Realty Income during the second quarter valued at about $643,334,000. Institutional investors own 70.81% of the company’s stock.

Key Headlines Impacting Realty Income

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

• Positive Sentiment: After its Q3 2026 results, Realty Income raised its full-year adjusted funds from operations (AFFO) outlook to $4.45–$4.46 per share. AFFO was $1.12 per share for the quarter, and the company reported a 170-basis-point investment spread. Management also cited record investment sourcing and a €528 million European joint venture with KKR. Realty Income stock climbs on Q3 earnings and higher AFFO outlook
• Positive Sentiment: Huntington initiated coverage with a “Strong Buy” rating and raised its earnings estimates across multiple periods, including FY2027 to $4.50 and FY2028 to $4.62 per share. The upward revisions suggest greater optimism about Realty Income’s earnings outlook. Huntington analyst recommendations
• Positive Sentiment: Royal Bank of Canada reportedly raised its price target for Realty Income, another potentially supportive analyst signal; the supplied report does not provide the revised target. Realty Income stock gets price target increase from Royal Bank of Canada
• Neutral Sentiment: Recent investor commentary highlights Realty Income’s monthly dividend, diversified portfolio, and high occupancy as attractions for income-focused investors. This is supportive of the investment case but is not a new company announcement. Realty Income pays you 12 times a year
• Negative Sentiment: Cantor Fitzgerald cut its price target from $68 to $63 and maintained a “Neutral” rating. While the revised target remains above the cited share price, the reduction signals more restrained near-term expectations. Cantor Fitzgerald stock recommendations

About Realty Income

Realty Income Corporation is a real estate investment trust (REIT) that owns and manages a diversified portfolio of commercial properties. The company primarily invests in single-tenant properties that are leased to businesses under long-term, net lease agreements, under which tenants generally are responsible for property taxes, insurance and maintenance.

Its portfolio includes retail, grocery, convenience store, industrial, distribution and other commercial properties. Realty Income serves a broad range of tenants and seeks to generate recurring rental income through long-term leases.