Epoch Investment Partners Inc. Has $47.40 Million Stake in Realty Income Corporation $O

Epoch Investment Partners Inc. decreased its position in shares of Realty Income Corporation (NYSE:O) by 1.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 840,931 shares of the real estate investment trust’s stock after selling 14,034 shares during the quarter. Epoch Investment Partners Inc. owned approximately 0.09% of Realty Income worth $47,403,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of the company. Patrick M Sweeney & Associates Inc. boosted its holdings in shares of Realty Income by 4.5% during the 4th quarter. Patrick M Sweeney & Associates Inc. now owns 3,801 shares of the real estate investment trust’s stock valued at $214,000 after acquiring an additional 164 shares in the last quarter. CYBER HORNET ETFs LLC boosted its holdings in shares of Realty Income by 7.4% during the 4th quarter. CYBER HORNET ETFs LLC now owns 2,417 shares of the real estate investment trust’s stock valued at $136,000 after acquiring an additional 166 shares in the last quarter. Sage Private Wealth Group LLC boosted its holdings in shares of Realty Income by 2.2% during the 4th quarter. Sage Private Wealth Group LLC now owns 7,844 shares of the real estate investment trust’s stock valued at $442,000 after acquiring an additional 170 shares in the last quarter. Trust Investment Advisors boosted its holdings in shares of Realty Income by 0.8% during the 4th quarter. Trust Investment Advisors now owns 23,266 shares of the real estate investment trust’s stock valued at $1,311,000 after acquiring an additional 178 shares in the last quarter. Finally, First National Trust Co boosted its holdings in shares of Realty Income by 1.2% during the 4th quarter. First National Trust Co now owns 15,109 shares of the real estate investment trust’s stock valued at $852,000 after acquiring an additional 180 shares in the last quarter. Institutional investors and hedge funds 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 raised its monthly payout again, backed by high occupancy and stronger 2026 AFFO guidance, signaling continued dividend stability. O Raises the Payout: Can the Monthly Dividend Still Win Investors?
• Positive Sentiment: Lower interest rates have improved the case for income REITs like Realty Income, making its 5.3% yield look more appealing to retirees and dividend investors. Realty Income’s 5.3% Yield Is a Steal
• Neutral Sentiment: Realty Income was identified as a trending stock, reflecting heightened investor attention rather than a clear new fundamental catalyst. Realty Income Corporation (O) Is a Trending Stock
• Neutral Sentiment: Broader articles about building dividend income used Realty Income as an example of a monthly payer, but those pieces were mostly educational rather than stock-moving. How to Build $12,000 a Month in Dividend Income

Insider Buying and Selling at Realty Income

In other news, insider Michelle Bushore sold 7,400 shares of Realty Income stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $62.42, for a total value of $461,908.00. Following the completion of the transaction, the insider directly owned 67,641 shares of the company’s stock, valued at approximately $4,222,151.22. This trade represents a 9.86% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 0.10% of the company’s stock.

Realty Income Stock Down 0.1%

Shares of NYSE:O opened at $62.66 on Monday. The firm has a market cap of $58.43 billion, a P/E ratio of 51.36, a P/E/G ratio of 4.91 and a beta of 0.73. The company has a quick ratio of 1.56, a current ratio of 1.56 and a debt-to-equity ratio of 0.72. Realty Income Corporation has a 12-month low of $55.86 and a 12-month high of $67.93. The business has a fifty day simple moving average of $62.44 and a 200 day simple moving average of $61.47.

Realty Income (NYSE:O) last announced its earnings results on Wednesday, May 6th. The real estate investment trust reported $1.13 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.10 by $0.03. Realty Income had a return on equity of 2.80% and a net margin of 18.94%.The business had revenue of $1.55 billion during the quarter, compared to analyst estimates of $1.39 billion. During the same period last year, the company earned $1.06 EPS. Realty Income’s revenue for the quarter was up 12.2% compared to the same quarter last year. Realty Income has set its FY 2026 guidance at 4.410-4.440 EPS. Analysts predict that Realty Income Corporation will post 4.44 earnings per share for the current year.

Realty Income Increases Dividend

The firm also recently disclosed a monthly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th will be given a $0.271 dividend. This is a boost from Realty Income’s previous monthly dividend of $0.27. The ex-dividend date of this dividend is Tuesday, June 30th. This represents a c) annualized dividend and a dividend yield of 5.2%. Realty Income’s dividend payout ratio is 266.39%.

Analyst Upgrades and Downgrades

Several equities research analysts recently weighed in on the company. Evercore reissued a “positive” rating on shares of Realty Income in a report on Wednesday, February 25th. Jefferies Financial Group assumed coverage on Realty Income in a research report on Monday, June 1st. They set a “buy” rating and a $69.00 target price for the company. Loop Capital set a $69.00 target price on Realty Income in a research report on Monday, March 2nd. Cantor Fitzgerald raised their target price on Realty Income from $60.00 to $68.00 and gave the stock a “neutral” rating in a research report on Friday, February 27th. Finally, Wall Street Zen raised Realty Income from a “sell” rating to a “hold” rating in a research report on Saturday, February 28th. One analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Realty Income presently has a consensus rating of “Hold” and a consensus target price of $67.46.

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.