Realty Income (NYSE:O) Stock Price Expected to Rise, Stifel Nicolaus Analyst Says

Realty Income (NYSE:O) had its price objective increased by equities research analysts at Stifel Nicolaus from $67.75 to $70.50 in a research report issued to clients and investors on Wednesday, Marketbeat Ratings reports. The brokerage currently has a “buy” rating on the real estate investment trust’s stock. Stifel Nicolaus’ target price would suggest a potential upside of 5.87% from the company’s previous close.

O has been the subject of a number of other research reports. Cantor Fitzgerald decreased their price target on shares of Realty Income from $64.00 to $60.00 and set a “neutral” rating for the company in a report on Thursday, November 6th. Weiss Ratings reissued a “hold (c)” rating on shares of Realty Income in a research report on Monday, December 29th. JPMorgan Chase & Co. restated an “underweight” rating and issued a $61.00 target price on shares of Realty Income in a research note on Thursday, December 18th. Wells Fargo & Company boosted their price target on Realty Income from $59.00 to $60.00 and gave the company an “equal weight” rating in a research note on Tuesday, November 25th. Finally, Mizuho decreased their target price on shares of Realty Income from $63.00 to $60.00 and set a “neutral” rating for the company in a research report on Wednesday, December 17th. Six equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average price target of $64.27.

Realty Income Stock Up 0.9%

Shares of O stock opened at $66.59 on Wednesday. The stock’s fifty day moving average price is $61.00 and its 200 day moving average price is $59.34. Realty Income has a 1-year low of $50.71 and a 1-year high of $67.15. The company has a market cap of $61.26 billion, a price-to-earnings ratio of 56.92, a price-to-earnings-growth ratio of 3.92 and a beta of 0.79. 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 (NYSE:O) last issued its quarterly earnings results on Tuesday, February 24th. The real estate investment trust reported $1.08 earnings per share for the quarter, hitting the consensus estimate of $1.08. Realty Income had a return on equity of 2.68% and a net margin of 18.41%.The business had revenue of $1.49 billion during the quarter, compared to the consensus estimate of $1.40 billion. During the same quarter last year, the company earned $1.05 earnings per share. The company’s quarterly revenue was up 11.0% on a year-over-year basis. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. On average, research analysts expect that Realty Income will post 4.19 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Realty Income

Institutional investors and hedge funds have recently bought and sold shares of the business. Brighton Jones LLC lifted its position in Realty Income by 11.2% during the fourth quarter. Brighton Jones LLC now owns 6,101 shares of the real estate investment trust’s stock worth $326,000 after buying an additional 615 shares in the last quarter. Bison Wealth LLC purchased a new position in shares of Realty Income during the 4th quarter worth $571,000. Empowered Funds LLC boosted its position in shares of Realty Income by 8.0% during the 1st quarter. Empowered Funds LLC now owns 18,029 shares of the real estate investment trust’s stock valued at $1,041,000 after acquiring an additional 1,330 shares during the last quarter. Woodline Partners LP grew its holdings in shares of Realty Income by 41.3% in the first quarter. Woodline Partners LP now owns 73,942 shares of the real estate investment trust’s stock valued at $4,289,000 after purchasing an additional 21,603 shares during the period. Finally, Intech Investment Management LLC grew its holdings in shares of Realty Income by 14.9% in the first quarter. Intech Investment Management LLC now owns 25,401 shares of the real estate investment trust’s stock valued at $1,474,000 after purchasing an additional 3,290 shares during the period. 70.81% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Realty Income

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.