Realty Income Corporation (NYSE:O) Given Average Recommendation of “Hold” by Brokerages

Realty Income Corporation (NYSE:O) has been assigned a consensus recommendation of “Hold” from the fifteen analysts that are covering the company, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell recommendation, eight have issued a hold recommendation and six have issued a buy recommendation on the company. The average 12-month target price among brokerages that have issued ratings on the stock in the last year is $64.2692.

Several brokerages have recently issued reports on O. Wells Fargo & Company boosted their price objective on shares of Realty Income from $59.00 to $60.00 and gave the company an “equal weight” rating in a research note on Tuesday, November 25th. Deutsche Bank Aktiengesellschaft upgraded Realty Income from a “hold” rating to a “buy” rating and set a $69.00 target price on the stock in a report on Tuesday, January 20th. Evercore restated a “positive” rating on shares of Realty Income in a research note on Wednesday. Stifel Nicolaus raised their price objective on Realty Income from $67.75 to $70.50 and gave the stock a “buy” rating in a report on Wednesday. Finally, Scotiabank raised Realty Income from a “sector perform” rating to a “sector outperform” rating and lifted their price objective for the company from $60.00 to $67.00 in a research note on Friday, January 30th.

Realty Income Trading Up 0.9%

Shares of O stock opened at $66.59 on Friday. The firm’s 50-day simple moving average is $61.00 and its 200-day simple moving average is $59.34. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.40 and a quick ratio of 1.53. Realty Income has a 1-year low of $50.71 and a 1-year high of $67.15. The firm has a market cap of $61.26 billion, a P/E ratio of 56.92, a PEG ratio of 3.92 and a beta of 0.79.

Realty Income (NYSE:O) last released its earnings results on Tuesday, February 24th. The real estate investment trust reported $1.08 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $1.08. Realty Income had a net margin of 18.41% and a return on equity of 2.68%. The firm had revenue of $1.49 billion during the quarter, compared to the consensus estimate of $1.40 billion. During the same period in the previous year, the firm earned $1.05 earnings per share. Realty Income’s revenue was up 11.0% compared to the same quarter last year. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. As a group, equities analysts forecast that Realty Income will post 4.19 EPS for the current year.

Realty Income Announces Dividend

The firm also recently disclosed a monthly dividend, which will be paid on Friday, March 13th. Shareholders of record on Friday, February 27th will be paid a dividend of $0.27 per share. This represents a c) annualized dividend and a yield of 4.9%. The ex-dividend date is Friday, February 27th. Realty Income’s payout ratio is currently 300.00%.

Hedge Funds Weigh In On Realty Income

Several hedge funds and other institutional investors have recently made changes to their positions in the business. EFG International AG purchased a new position in Realty Income in the fourth quarter valued at about $26,000. Stance Capital LLC purchased a new stake in shares of Realty Income during the 3rd quarter valued at about $27,000. Evolution Wealth Management Inc. raised its holdings 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 period. Heartwood Wealth Advisors LLC acquired a new position in Realty Income during the 3rd quarter worth approximately $29,000. Finally, Quattro Advisors LLC purchased a new position in Realty Income in the 4th quarter worth approximately $29,000. Institutional investors and hedge funds own 70.81% of the company’s stock.

Realty Income News Summary

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

• Positive Sentiment: Q4 operating results showed stability and growth — revenue rose ~11% Y/Y and management highlighted high occupancy and rent-recapture metrics, supporting the dividend story. Realty Income’s Q4 AFFO Meets Estimates, Revenues Beat & Rise Y/Y
• Positive Sentiment: Realty Income plans aggressive deployment: management is targeting roughly $8B of investments in 2026 and expanding global partnerships — a growth signal that can support future AFFO and dividend coverage. Realty Income targets $8B in 2026 investments while expanding global partnerships
• Positive Sentiment: Analyst sentiment has warmed — Royal Bank of Canada and Stifel raised price targets into the ~$70 range and moved to Outperform/Buy, giving the stock incremental buy-side momentum. Benzinga: RBC raises PT Tickerreport: Stifel raises PT
• Positive Sentiment: Short interest fell sharply in February (down ~18.5% vs. end-January), reducing a potential source of downside pressure and suggesting some short-covering contributed to the rally.
• Positive Sentiment: Multiple consumer- and income-focused outlets are highlighting Realty Income’s monthly dividend, elevated yield and long dividend-growth streak, which supports retail demand among income investors. Fool: This Elite High-Yielding Monthly Dividend Stock
• Neutral Sentiment: AFFO for Q4 came in essentially in line with expectations (AFFO/FFO $1.08), so results were not a major beat — upside came more from revenue and commentary than from an AFFO surprise. Zacks: Meets Q4 FFO Estimates
• Neutral Sentiment: Some sell‑side caution remains — Morgan Stanley kept a Hold rating and a ~$65 target, reflecting limited near-term upside despite solid fundamentals. TipRanks: Morgan Stanley Hold
• Negative Sentiment: Management’s 2026 FFO outlook came in below some Wall Street estimates, citing slowing demand and higher property-management costs — a clear near‑term headwind that increases execution risk. Economic Times: Forecasts annual FFO below estimates
• Negative Sentiment: Some market commentary framed the guidance and margins as underwhelming, which could cap near-term upside until execution on the investment program and cost control are demonstrated. Investing.com: Q4 reaction

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.