Realty Income Corporation $O Shares Sold by Cullen Investment Group LTD.

Cullen Investment Group LTD. lowered its position in shares of Realty Income Corporation (NYSE:O) by 12.0% in the fourth quarter, Holdings Channel reports. The institutional investor owned 145,978 shares of the real estate investment trust’s stock after selling 19,864 shares during the quarter. Realty Income comprises approximately 1.1% of Cullen Investment Group LTD.’s holdings, making the stock its 23rd largest position. Cullen Investment Group LTD.’s holdings in Realty Income were worth $8,492,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in O. Norges Bank acquired a new stake in Realty Income during the second quarter worth $676,500,000. Vanguard Group Inc. lifted its stake in shares of Realty Income by 2.5% in the 3rd quarter. Vanguard Group Inc. now owns 149,730,338 shares of the real estate investment trust’s stock valued at $9,102,107,000 after purchasing an additional 3,594,127 shares during the last quarter. Schroder Investment Management Group lifted its stake in shares of Realty Income by 420.0% in the 2nd quarter. Schroder Investment Management Group now owns 2,139,550 shares of the real estate investment trust’s stock valued at $123,259,000 after purchasing an additional 1,728,082 shares during the last quarter. State Street Corp grew its holdings in shares of Realty Income by 2.1% during the 3rd quarter. State Street Corp now owns 63,028,892 shares of the real estate investment trust’s stock worth $3,831,526,000 after purchasing an additional 1,295,936 shares during the period. Finally, First Trust Advisors LP increased its position in shares of Realty Income by 402.3% during the 2nd quarter. First Trust Advisors LP now owns 1,200,389 shares of the real estate investment trust’s stock worth $69,154,000 after purchasing an additional 961,416 shares during the last quarter. Hedge funds and other institutional investors own 70.81% of the company’s stock.

Realty Income News Roundup

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

• Positive Sentiment: March short interest fell meaningfully, easing some downward pressure: short interest declined ~16.8% month-over-month to 24.68M shares (≈2.6% of float) with a short-interest ratio of ~3.9 days — a reduction in bearish positioning that can support the stock.
• Positive Sentiment: Featured in retirement/income roundups that highlight monthly-pay, high-yield dividend stocks — such coverage can attract income-focused buyers and long-term shareholders seeking steady distributions. Retirees Trust Our 5 Favorite Strong Buy Safe Monthly Pay High-Yield Dividend Stocks
• Neutral Sentiment: Head-to-head dividend coverage comparing Realty Income and NNN REIT keeps the stock in investor conversations but doesn’t provide a clear catalyst; useful for relative-value investors assessing yield vs. safety. Better Dividend Stock: Realty Income vs. NNN REIT
• Neutral Sentiment: General retirement-planning piece discusses income generation from a $1M portfolio; mentions income vehicles (including REITs) as options — broad interest driver but not company-specific. How Much Monthly Income Does a $1 Million Portfolio Produce at Age 65?
• Neutral Sentiment: Analysts’ consensus remains tepid: an average “Hold” rating was reported, suggesting limited near-term upgrade-driven upside absent stronger operational or guidance news. Realty Income Corporation (NYSE:O) Receives Average Rating of “Hold” from Analysts
• Negative Sentiment: Market commentary notes the stock has traded down across multiple sessions (seven-session weakness highlighted), which can create technical pressure and prompt further short-term selling or stop-triggered flows. Realty Income trades in red for seven sessions

Realty Income Trading Down 0.7%

NYSE O opened at $60.03 on Thursday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.40 and a current ratio of 1.40. The firm has a market cap of $55.98 billion, a price-to-earnings ratio of 51.31, a PEG ratio of 4.48 and a beta of 0.77. The firm has a 50 day simple moving average of $63.54 and a 200-day simple moving average of $60.11. Realty Income Corporation has a one year low of $50.71 and a one year high of $67.93.

Realty Income (NYSE:O) last announced 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. The firm had revenue of $1.40 billion for the quarter, compared to the consensus estimate of $1.40 billion. Realty Income had a net margin of 18.41% and a return on equity of 2.68%. The firm’s revenue for the quarter was up 11.0% on a year-over-year basis. During the same period in the prior year, the firm earned $1.05 EPS. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. Equities research analysts anticipate that Realty Income Corporation will post 4.19 EPS for the current fiscal year.

Realty Income Increases Dividend

The business also recently disclosed a monthly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st will be paid a $0.2705 dividend. The ex-dividend date is Tuesday, March 31st. This is an increase from Realty Income’s previous monthly dividend of $0.27. This represents a c) annualized dividend and a dividend yield of 5.4%. Realty Income’s payout ratio is 276.92%.

Analyst Ratings Changes

A number of research firms have commented on O. Evercore reaffirmed a “positive” rating on shares of Realty Income in a research report on Wednesday, February 25th. Barclays upped their price objective on shares of Realty Income from $64.00 to $65.00 and gave the stock an “equal weight” rating in a report on Friday, March 13th. UBS Group lifted their target price on shares of Realty Income from $66.00 to $72.00 and gave the company a “buy” rating in a report on Monday, March 9th. Morgan Stanley upped their price target on Realty Income from $62.00 to $65.00 and gave the stock an “equal weight” rating in a research note on Wednesday, December 24th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Realty Income in a research report on Monday, December 29th. Six equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $66.39.

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.