Nordea Investment Management AB Has $5.38 Million Holdings in Realty Income Corporation $O

Nordea Investment Management AB increased its stake in Realty Income Corporation (NYSE:O) by 10.9% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 88,699 shares of the real estate investment trust’s stock after acquiring an additional 8,710 shares during the quarter. Nordea Investment Management AB’s holdings in Realty Income were worth $5,379,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the stock. Compagnie Lombard Odier SCmA bought a new stake in Realty Income in the second quarter valued at $25,000. Heartwood Wealth Advisors LLC bought a new stake in Realty Income in the 3rd quarter valued at about $29,000. Avion Wealth raised its stake in Realty Income by 142.4% during the 2nd quarter. Avion Wealth now owns 526 shares of the real estate investment trust’s stock worth $30,000 after buying an additional 309 shares during the period. Twin Peaks Wealth Advisors LLC acquired a new position in Realty Income during the 2nd quarter worth approximately $31,000. Finally, Country Trust Bank boosted its holdings in Realty Income by 806.5% in the second quarter. Country Trust Bank now owns 562 shares of the real estate investment trust’s stock worth $32,000 after acquiring an additional 500 shares in the last quarter. Institutional investors and hedge funds own 70.81% of the company’s stock.

Wall Street Analysts Forecast Growth

O has been the topic of a number of research reports. Barclays upped their target price on Realty Income from $63.00 to $64.00 and gave the stock an “equal weight” rating in a research report on Wednesday, December 3rd. Morgan Stanley lifted their price target on Realty Income from $62.00 to $65.00 and gave the company an “equal weight” rating in a research note on Wednesday, December 24th. Evercore ISI assumed coverage on Realty Income in a research report on Wednesday, October 1st. They set an “in-line” rating and a $62.00 target price on the stock. JPMorgan Chase & Co. reiterated an “underweight” rating and set a $61.00 price target on shares of Realty Income in a report on Thursday, December 18th. Finally, Mizuho dropped their price objective on Realty Income from $63.00 to $60.00 and set a “neutral” rating on the stock in a research note on Wednesday, December 17th. Three investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $62.23.

Realty Income News Summary

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

• Positive Sentiment: Dividend update cited as an immediate catalyst: coverage notes shares rose following a dividend announcement, which tends to attract income-focused investors and REIT buyers. Realty Income (NYSE:O) Shares Up 1.7% Following Dividend Announcement
• Positive Sentiment: Bullish analyst/opinion pieces pushing demand: The Motley Fool ran multiple articles arguing Realty Income is positioned to outperform in 2026 (including “3 Bold Predictions…” and “3 Reasons to Buy…”), emphasizing resilient, necessity-focused tenants, strong acquisition activity, and the appeal of monthly dividends—factors that can drive renewed buyer interest. 3 Bold Predictions for Realty Income in 2026
• Positive Sentiment: Longer-term buy case reinforced: another Fool piece (“3 Reasons to Buy Realty Income Stock…”) highlights scale of acquisitions and tenant quality, which supports expectations for steady cash flow and dividend coverage—key metrics for REIT valuations. 3 Reasons to Buy Realty Income Stock Like There’s No Tomorrow
• Positive Sentiment: Macro backdrop is supportive for equities/REITs: MarketBeat’s week-in-review notes steady labor, manageable inflation and easing long-term mortgage rates — conditions that reduce rate-pressure risk for REITs and can improve yield-hunting flows into income names like Realty Income. MarketBeat Week in Review – 01/12 – 01/16
• Neutral Sentiment: Market commentary confirms the move but adds no new fundamentals: a Zacks note simply reports Realty Income advanced while the broader market lagged, corroborating the price action but not adding fresh catalysts. Realty Income Corp. (O) Advances While Market Declines

Realty Income Trading Up 1.2%

NYSE O opened at $61.43 on Friday. The stock has a market cap of $56.51 billion, a P/E ratio of 56.88, a price-to-earnings-growth ratio of 3.95 and a beta of 0.80. Realty Income Corporation has a fifty-two week low of $50.71 and a fifty-two week high of $61.54. The stock has a 50 day simple moving average of $57.43 and a two-hundred day simple moving average of $58.12. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.53 and a current ratio of 1.53.

Realty Income (NYSE:O) last posted its earnings results on Monday, November 3rd. The real estate investment trust reported $1.08 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.07 by $0.01. Realty Income had a return on equity of 2.45% and a net margin of 17.17%.The firm had revenue of $1.47 billion for the quarter, compared to analysts’ expectations of $1.35 billion. During the same period in the previous year, the firm earned $1.05 earnings per share. The business’s revenue was up 10.5% compared to the same quarter last year. Realty Income has set its FY 2025 guidance at 4.250-4.270 EPS. On average, analysts forecast that Realty Income Corporation will post 4.19 earnings per share for the current year.

Realty Income Announces Dividend

The business also recently announced a monthly dividend, which will be paid on Friday, February 13th. Stockholders of record on Friday, January 30th will be given a $0.27 dividend. This represents a c) annualized dividend and a dividend yield of 5.3%. The ex-dividend date of this dividend is Friday, January 30th. Realty Income’s dividend payout ratio (DPR) is currently 300.00%.

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.