International Assets Investment Management LLC lifted its position in shares of Realty Income Corporation (NYSE:O – Free Report) by 165.1% in the third quarter, HoldingsChannel reports. The fund owned 25,000 shares of the real estate investment trust’s stock after buying an additional 15,569 shares during the period. International Assets Investment Management LLC’s holdings in Realty Income were worth $1,358,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Pathway Financial Advisers LLC grew its holdings in Realty Income by 3.2% during the 3rd quarter. Pathway Financial Advisers LLC now owns 106,492 shares of the real estate investment trust’s stock worth $5,782,000 after acquiring an additional 3,296 shares during the period. Chicago Partners Investment Group LLC lifted its stake in Realty Income by 290.3% in the third quarter. Chicago Partners Investment Group LLC now owns 41,929 shares of the real estate investment trust’s stock valued at $2,385,000 after buying an additional 31,185 shares during the period. Ascent Group LLC lifted its stake in Realty Income by 33.0% in the third quarter. Ascent Group LLC now owns 16,490 shares of the real estate investment trust’s stock valued at $895,000 after buying an additional 4,088 shares during the period. Compass Financial Management LLC increased its stake in shares of Realty Income by 5.5% in the 3rd quarter. Compass Financial Management LLC now owns 6,974 shares of the real estate investment trust’s stock valued at $379,000 after acquiring an additional 364 shares during the last quarter. Finally, Focused Wealth Management Inc raised its position in shares of Realty Income by 3.6% in the 3rd quarter. Focused Wealth Management Inc now owns 10,486 shares of the real estate investment trust’s stock valued at $569,000 after acquiring an additional 367 shares during the period. 70.81% of the stock is currently owned by institutional investors and hedge funds.
Analyst Ratings Changes
O has been the subject of several recent analyst reports. Wells Fargo & Company lowered their target price on shares of Realty Income from $64.00 to $59.00 and set an “equal weight” rating for the company in a research note on Monday, October 19th. Weiss Ratings cut Realty Income from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, October 30th. Stifel Nicolaus set a $63.75 price target on Realty Income in a report on Friday, October 9th. Evercore set a $65.00 price target on Realty Income in a research report on Monday, September 21st. Finally, Truist Financial upgraded shares of Realty Income from a “hold” rating to a “strong-buy” rating in a report on Wednesday, October 14th. Three 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 assigned a Sell rating to the company’s stock. According to MarketBeat.com, Realty Income currently has an average rating of “Moderate Buy” and an average price target of $71.51.
View Our Latest Research Report on Realty Income
Key Realty Income News
Here are the key news stories impacting Realty Income this week:
- Positive Sentiment: Realty Income’s third-quarter 2026 report showed AFFO of $1.12 per share, and management raised its full-year AFFO outlook. The news prompted a rally after the results, reinforcing the appeal of the REIT’s steady, dividend-focused business. Realty Income stock climbs on Q3 earnings and higher AFFO outlook
- Positive Sentiment: Huntington raised its earnings estimates for several upcoming quarters and for full-year 2027 and 2028, and maintained a “Strong Buy” rating—an encouraging signal about expected earnings growth. Realty Income analyst estimates
- Neutral Sentiment: The company adopted a 2026 employee incentive award plan. This is a routine compensation-related development, with no material financial impact described. Realty Income adopts 2026 employee incentive award plan
- Negative Sentiment: Cantor Fitzgerald cut its price target from $68 to $63 and moved to a “Neutral” rating. Although the revised target still implied upside from the cited share price, the downgrade may temper investor enthusiasm. Cantor Fitzgerald stock recommendations
Realty Income Stock Up 0.0%
Shares of O stock opened at $59.07 on Monday. The firm’s fifty day moving average price is $57.10 and its two-hundred day moving average price is $61.55. The company has a current ratio of 6.04, a quick ratio of 6.04 and a debt-to-equity ratio of 0.74. Realty Income Corporation has a 1 year low of $53.15 and a 1 year high of $67.93. The firm has a market capitalization of $56.17 billion, a P/E ratio of 40.74, a PEG ratio of 4.54 and a beta of 0.65.
Realty Income (NYSE:O – Get Free Report) 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. The company had revenue of $1.62 billion during the quarter, compared to the consensus estimate of $1.43 billion. Realty Income had a net margin of 21.85% and a return on equity of 3.27%. The company’s quarterly revenue was up 10.3% on a year-over-year basis. During the same period in the prior year, the business posted $1.08 EPS. On average, equities analysts predict that Realty Income Corporation will post 4.52 EPS for the current fiscal year.
Realty Income Announces Dividend
The business also recently declared a monthly dividend, which will be paid on Friday, November 13th. Shareholders of record on Friday, October 30th will be given a dividend of $0.2715 per share. The ex-dividend date of this dividend is Friday, October 30th. This represents a $3.26 annualized dividend and a dividend yield of 5.5%. Realty Income’s payout ratio is 224.83%.
Realty Income Profile
Realty Income Corporation is a real estate investment trust (REIT) that owns and manages commercial properties leased to businesses. Its portfolio includes retail, industrial, gaming, and other properties, typically leased under long-term net lease agreements in which tenants are responsible for many property operating expenses.
Founded in 1969, Realty Income is known as “The Monthly Dividend Company” for its monthly dividend payments. The company serves tenants across the United States and has expanded its property portfolio into Europe.
Realty Income is headquartered in San Diego, California.
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