Cantor Fitzgerald Increases Realty Income (NYSE:O) Price Target to $68.00

Realty Income (NYSE:O) had its target price hoisted by equities research analysts at Cantor Fitzgerald from $60.00 to $68.00 in a report issued on Friday,Benzinga reports. The firm presently has a “neutral” rating on the real estate investment trust’s stock. Cantor Fitzgerald’s price target would suggest a potential upside of 1.33% from the stock’s previous close.

Several other brokerages have also recently weighed in on O. Morgan Stanley boosted their price target on shares of Realty Income from $62.00 to $65.00 and gave the stock an “equal weight” rating in a research report on Wednesday, December 24th. Scotiabank raised shares of Realty Income from a “sector perform” rating to a “sector outperform” rating and lifted their price objective for the stock from $60.00 to $67.00 in a research note on Friday, January 30th. Wells Fargo & Company upped their target price on shares of Realty Income from $59.00 to $60.00 and gave the company an “equal weight” rating in a research report on Tuesday, November 25th. Evercore reaffirmed a “positive” rating on shares of Realty Income in a report on Wednesday. Finally, Royal Bank Of Canada boosted their price objective on Realty Income from $61.00 to $70.00 and gave the stock an “outperform” rating in a research note on Wednesday. Six research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $64.88.

Realty Income Stock Performance

Shares of O opened at $67.11 on Friday. The business has a 50-day simple moving average of $61.21 and a two-hundred day simple moving average of $59.42. The company has a quick ratio of 1.53, a current ratio of 1.40 and a debt-to-equity ratio of 0.72. Realty Income has a 52 week low of $50.71 and a 52 week high of $67.94. The stock has a market cap of $62.57 billion, a price-to-earnings ratio of 57.36, a PEG ratio of 3.99 and a beta of 0.79.

Realty Income (NYSE:O) last issued its 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 net margin of 18.41% and a return on equity of 2.68%. The company had revenue of $1.49 billion during the quarter, compared to the consensus estimate of $1.40 billion. During the same quarter in the prior year, the firm posted $1.05 EPS. Realty Income’s quarterly 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. On average, analysts expect that Realty Income will post 4.19 EPS for the current year.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the company. Vanguard Group Inc. lifted its stake in shares of Realty Income by 0.5% during the fourth quarter. Vanguard Group Inc. now owns 150,415,287 shares of the real estate investment trust’s stock worth $8,478,910,000 after buying an additional 684,949 shares during the period. State Street Corp lifted its position in Realty Income by 0.8% during the 4th quarter. State Street Corp now owns 63,559,987 shares of the real estate investment trust’s stock worth $3,599,676,000 after acquiring an additional 531,095 shares during the period. Geode Capital Management LLC grew its stake in Realty Income by 2.8% during the 4th quarter. Geode Capital Management LLC now owns 29,206,196 shares of the real estate investment trust’s stock valued at $1,655,991,000 after purchasing an additional 793,100 shares during the last quarter. Morgan Stanley increased its holdings in shares of Realty Income by 21.6% in the fourth quarter. Morgan Stanley now owns 18,291,294 shares of the real estate investment trust’s stock valued at $1,031,080,000 after purchasing an additional 3,252,091 shares during the period. Finally, Dimensional Fund Advisors LP raised its stake in shares of Realty Income by 1.5% in the fourth quarter. Dimensional Fund Advisors LP now owns 12,863,638 shares of the real estate investment trust’s stock worth $725,144,000 after purchasing an additional 192,467 shares during the last quarter. Institutional investors own 70.81% of the company’s stock.

More Realty Income News

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

• Positive Sentiment: Realty Income announced an $8 billion 2026 investment plan (after ~$6.3B in 2025) to expand globally and access new capital — a growth pipeline that supports faster asset deployment and AFFO growth. Read More.
• Positive Sentiment: Q4 results showed revenue above expectations, steady AFFO and 98.9% occupancy; management set FY2026 EPS guidance — fundamentals that validate the growth plan and support income stability. Read More.
• Positive Sentiment: Short interest fell ~18.5% in February (to ~27.1M shares), reducing potential downward pressure from short-covering and signaling less bearish positioning. Read More.
• Positive Sentiment: Broker commentary is supportive: Royal Bank of Canada and Stifel commentary flagged upside potential, suggesting institutional analysts see further price appreciation. Read More. Read More.
• Neutral Sentiment: Cantor Fitzgerald raised its price target to $68 but kept a “neutral” rating — a modest endorsement that limits dramatic bullish re-rating. Read More.
• Neutral Sentiment: Media coverage highlights Realty Income’s long dividend track record and inclusion in dividend-stock roundups, which can sustain investor interest but are not new catalysts. Read More.
• Neutral Sentiment: Options and fund commentary show increased activity and attention (useful for near-term liquidity/volatility signals), but these are informational rather than directional. Read More.
• Negative Sentiment: Investors and analysts remain cautious about interest-rate risk and valuation—debate persists whether current multiple already prices in future rate moves; this caps near-term upside. Read More.

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.