Ascentis Independent Advisors Grows Stock Position in Realty Income Corporation $O

Ascentis Independent Advisors increased its stake in shares of Realty Income Corporation (NYSE:O) by 150.7% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 41,598 shares of the real estate investment trust’s stock after purchasing an additional 25,002 shares during the quarter. Ascentis Independent Advisors’ holdings in Realty Income were worth $2,545,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Norges Bank acquired a new position in shares of Realty Income during the fourth quarter worth about $558,775,000. Morgan Stanley grew its holdings in Realty Income by 21.6% during the 4th quarter. Morgan Stanley now owns 18,291,294 shares of the real estate investment trust’s stock worth $1,031,080,000 after acquiring an additional 3,252,091 shares in the last quarter. Deutsche Bank AG grew its holdings in Realty Income by 45.1% during the 4th quarter. Deutsche Bank AG now owns 4,998,963 shares of the real estate investment trust’s stock worth $281,792,000 after acquiring an additional 1,554,726 shares in the last quarter. State Street Corp increased its position in shares of Realty Income by 2.1% in the 3rd quarter. State Street Corp now owns 63,028,892 shares of the real estate investment trust’s stock valued at $3,831,526,000 after purchasing an additional 1,295,936 shares during the last quarter. Finally, Barclays PLC increased its position in shares of Realty Income by 52.7% in the 3rd quarter. Barclays PLC now owns 2,741,766 shares of the real estate investment trust’s stock valued at $166,672,000 after purchasing an additional 946,815 shares during the last quarter. Institutional investors and hedge funds own 70.81% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the stock. Stifel Nicolaus set a $70.75 price objective on shares of Realty Income in a research report on Tuesday, June 30th. Mizuho dropped their target price on Realty Income from $68.00 to $66.00 and set a “neutral” rating on the stock in a report on Wednesday, May 13th. Weiss Ratings restated a “hold (c+)” rating on shares of Realty Income in a research note on Friday, April 10th. Jefferies Financial Group began coverage on Realty Income in a report on Monday, June 1st. They set a “buy” rating and a $69.00 price target for the company. Finally, Scotiabank lowered their price objective on Realty Income from $72.00 to $67.00 and set a “sector outperform” rating for the company in a research report on Thursday, June 18th. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $66.77.

Key Headlines Impacting Realty Income

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

• Positive Sentiment: Realty Income announced its 135th dividend increase, reinforcing its reputation as a reliable monthly income stock and underscoring continued dividend growth. Article Title
• Positive Sentiment: Several new articles pitched Realty Income as a top REIT for passive income, which can attract income-oriented investors seeking stable monthly cash flow. Article Title
• Positive Sentiment: Coverage also highlighted Realty Income’s ongoing appeal to retirees and long-term passive-income investors, keeping the stock in focus as a defensive dividend name. Article Title
• Neutral Sentiment: The company announced that it will report second-quarter 2026 results on August 5, giving investors a near-term catalyst to watch. Article Title
• Neutral Sentiment: A brokerages note said Realty Income currently has a consensus rating of “Hold,” suggesting Wall Street remains constructive but not especially aggressive on the shares. Article Title
• Neutral Sentiment: One article discussed Realty Income’s data center partnership strategy, which could expand growth over time but remains a longer-term thesis rather than an immediate earnings driver. Article Title

Realty Income Price Performance

Shares of O opened at $63.77 on Monday. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.56 and a quick ratio of 1.56. Realty Income Corporation has a 1-year low of $55.86 and a 1-year high of $67.93. The stock has a market cap of $59.46 billion, a PE ratio of 52.27, a price-to-earnings-growth ratio of 4.98 and a beta of 0.72. The firm has a fifty day moving average price of $62.00 and a 200 day moving average price of $61.94.

Realty Income (NYSE:O) last issued its quarterly earnings data 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 company had revenue of $1.55 billion for the quarter, compared to analyst estimates of $1.39 billion. During the same quarter last year, the company posted $1.06 earnings per share. The business’s quarterly revenue 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. As a group, sell-side analysts anticipate that Realty Income Corporation will post 4.45 EPS for the current year.

Realty Income Increases Dividend

The company also recently declared a monthly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th will be paid a dividend of $0.271 per share. The ex-dividend date is Tuesday, June 30th. This represents a c) dividend on an annualized basis and a yield of 5.1%. This is a boost from Realty Income’s previous monthly dividend of $0.27. Realty Income’s dividend payout ratio (DPR) is 266.39%.

Realty Income 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.