Daymark Wealth Partners LLC lifted its position in Realty Income Corporation (NYSE:O – Free Report) by 210.8% in the fourth quarter, Holdings Channel reports. The firm owned 19,255 shares of the real estate investment trust’s stock after buying an additional 13,060 shares during the period. Daymark Wealth Partners LLC’s holdings in Realty Income were worth $1,085,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors also recently bought and sold shares of O. Brighton Jones LLC increased its holdings in Realty Income by 11.2% during the 4th quarter. Brighton Jones LLC now owns 6,101 shares of the real estate investment trust’s stock worth $326,000 after purchasing an additional 615 shares during the period. Bison Wealth LLC bought a new position in shares of Realty Income during the 4th quarter worth $571,000. Empowered Funds LLC grew 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 worth $1,041,000 after buying an additional 1,330 shares in the last quarter. Woodline Partners LP grew its position in shares of Realty Income by 41.3% during the 1st quarter. Woodline Partners LP now owns 73,942 shares of the real estate investment trust’s stock worth $4,289,000 after buying an additional 21,603 shares in the last quarter. Finally, Intech Investment Management LLC increased its stake in shares of Realty Income by 14.9% during 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 buying an additional 3,290 shares during the period. Institutional investors own 70.81% of the company’s stock.
Analyst Upgrades and Downgrades
Several analysts recently weighed in on O shares. UBS Group lifted their price objective on Realty Income from $66.00 to $72.00 and gave the company a “buy” rating in a report on Monday, March 9th. Deutsche Bank Aktiengesellschaft raised shares of Realty Income from a “hold” rating to a “buy” rating and set a $69.00 target price on the stock in a research report on Tuesday, January 20th. Evercore restated a “positive” rating on shares of Realty Income in a report on Wednesday, February 25th. Mizuho upped their price target on shares of Realty Income from $60.00 to $68.00 and gave the stock a “neutral” rating in a research report on Wednesday, March 11th. Finally, Wall Street Zen upgraded shares of Realty Income from a “sell” rating to a “hold” rating in a research note on Saturday, February 28th. Six research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Realty Income has an average rating of “Hold” and a consensus price target of $66.39.
Realty Income Price Performance
Shares of O stock opened at $60.25 on Friday. Realty Income Corporation has a 1-year low of $50.71 and a 1-year high of $67.93. The stock’s 50-day moving average is $63.53 and its 200 day moving average is $60.11. The company has a market cap of $56.18 billion, a P/E ratio of 51.50, a PEG ratio of 4.45 and a beta of 0.77. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.40 and a quick ratio of 1.40.
Realty Income (NYSE:O – Get Free Report) last posted its earnings results on Tuesday, February 24th. The real estate investment trust reported $1.08 earnings per share (EPS) for the quarter, meeting the consensus estimate of $1.08. The company had revenue of $1.40 billion for the quarter, compared to analyst estimates of $1.40 billion. Realty Income had a return on equity of 2.68% and a net margin of 18.41%.The firm’s quarterly revenue was up 11.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.05 earnings per share. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. Research analysts predict that Realty Income Corporation will post 4.19 earnings per share for the current fiscal year.
Realty Income Increases Dividend
The company also recently disclosed a monthly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st will be given a $0.2705 dividend. This represents a c) dividend on an annualized basis and a dividend yield of 5.4%. The ex-dividend date of this dividend is Tuesday, March 31st. This is an increase from Realty Income’s previous monthly dividend of $0.27. Realty Income’s payout ratio is presently 276.92%.
Realty Income News Roundup
Here are the key news stories impacting Realty Income this week:
- Positive Sentiment: Realty Income formed a $1.0 billion joint venture with Apollo-managed funds, with Apollo taking a ~49% stake in a new retail portfolio JV — this brings large, non-dilutive capital, enables asset monetization and portfolio recycling, and reduces near-term funding needs for growth/dividends. Realty Income, Apollo Form $1B Joint Venture for Retail Portfolio
- Positive Sentiment: Multiple income-focused outlets are reiterating Realty Income as a top monthly/dividend pick, which can attract yield-seeking investors and support demand for the stock over time. Want $100 in Super-Safe Monthly Dividend Income? Invest $11,955 Into These 2 High-Octane Income Stocks Yielding an Average of 10.04%!
- Neutral Sentiment: A report notes Apollo Global recently capped redemptions in one of its debt vehicles after heavy withdrawal requests — this raises a watch item on Apollo liquidity/flow but does not directly negate the announced JV funding. Investors should monitor Apollo developments as a background risk. Apollo Global (APO) Caps Redemptions at 5% for Apollo Debt Solutions
- Neutral Sentiment: Market reports note the stock bounced after several down sessions, suggesting short-term technical repair rather than a new fundamental trend. Volume remains below average, so moves may lack conviction until higher-volume follow-through. Realty Income rises after six sessions of decline
- Negative Sentiment: Prior to the bounce, Realty Income experienced multiple sessions of red trading (reported as seven sessions in some coverage), reflecting recent selling pressure that could persist if macro or rate concerns re-emerge. Realty Income trades in red for seven sessions
Realty Income Company 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.
Featured Stories
Want to see what other hedge funds are holding O? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Realty Income Corporation (NYSE:O – Free Report).
Receive News & Ratings for Realty Income Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Realty Income and related companies with MarketBeat.com's FREE daily email newsletter.
