Assetmark Inc. Has $4.36 Million Stake in Realty Income Corporation $O

Assetmark Inc. reduced its stake in Realty Income Corporation (NYSE:O) by 16.2% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 71,233 shares of the real estate investment trust’s stock after selling 13,821 shares during the quarter. Assetmark Inc.’s holdings in Realty Income were worth $4,358,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Brighton Jones LLC raised its position in Realty Income by 11.2% in the 4th quarter. Brighton Jones LLC now owns 6,101 shares of the real estate investment trust’s stock valued at $326,000 after buying an additional 615 shares during the last quarter. Bison Wealth LLC bought a new stake in Realty Income in the 4th quarter valued at approximately $571,000. Empowered Funds LLC boosted its position in 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 acquiring an additional 1,330 shares during the last quarter. Woodline Partners LP boosted its position in 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 acquiring an additional 21,603 shares during the last quarter. Finally, Intech Investment Management LLC grew its stake in shares of Realty Income by 14.9% during the 1st quarter. Intech Investment Management LLC now owns 25,401 shares of the real estate investment trust’s stock worth $1,474,000 after acquiring an additional 3,290 shares in the last quarter. 70.81% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on O. Robert W. Baird lifted their price objective on shares of Realty Income from $64.00 to $65.00 and gave the company a “neutral” rating in a report on Monday, July 6th. Scotiabank reduced their target price on shares of Realty Income from $72.00 to $67.00 and set a “sector outperform” rating for the company in a report on Thursday, June 18th. Stifel Nicolaus set a $70.75 target price on shares of Realty Income in a research report on Tuesday, June 30th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Realty Income in a research note on Wednesday, July 8th. Finally, Morgan Stanley set a $67.00 price target on shares of Realty Income in a research report on Monday, April 27th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $67.11.

More Realty Income News

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

• Positive Sentiment: Realty Income was highlighted as a “buy and hold forever” dividend stock, with articles emphasizing its wide competitive moat, reliable monthly payout, and long-term appeal for income investors. This Dividend Stock’s Moat Is as Wide as It Gets. 3 Reasons to Buy and Hold Forever.
• Positive Sentiment: Coverage also pointed to Realty Income’s growth acceleration strategy and recent performance strength, suggesting investors remain attracted to the REIT’s combination of dividend income and steady operating momentum. Meet the Unstoppable Dividend Stock Crushing the S&P 500 in 2026
• Positive Sentiment: News that Realty Income expanded its unsecured revolving credit facilities from $4.0 billion to $5.5 billion, with potential capacity up to $6.5 billion, supports its ability to fund acquisitions and manage liquidity. Realty Income (O) After Its Credit Expansion, Is The Stock Already Fully Valued
• Neutral Sentiment: Several articles noted that Realty Income is trending on Zacks and being watched closely by retail investors, which reflects elevated attention but does not by itself change the fundamentals. Realty Income Corporation (O) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Other commentary focused on valuation, with some analysts arguing the bull case depends more on how expensive the stock is than on near-term earnings growth, which keeps the debate centered on fair value rather than a major catalyst. Realty Income: The Bull Case Relies More On Valuation Than Earnings
• Negative Sentiment: Some coverage questioned whether the stock is already fully valued after its recent run-up, which could temper upside if investors focus on valuation instead of dividend strength. Realty Income (O) After Its Credit Expansion, Is The Stock Already Fully Valued

Realty Income Stock Performance

NYSE O opened at $65.14 on Thursday. The stock has a market cap of $60.74 billion, a PE ratio of 53.39, a P/E/G ratio of 5.07 and a beta of 0.72. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.56 and a current ratio of 1.56. The firm has a 50-day moving average of $62.31 and a 200-day moving average of $62.63. Realty Income Corporation has a 52-week low of $55.86 and a 52-week high of $67.93.

Realty Income (NYSE:O) last announced its quarterly earnings results on Wednesday, May 6th. The real estate investment trust reported $1.13 EPS for the quarter, beating analysts’ consensus estimates of $1.10 by $0.03. The business had revenue of $1.55 billion for the quarter, compared to analyst estimates of $1.39 billion. Realty Income had a net margin of 18.94% and a return on equity of 2.80%. Realty Income’s quarterly revenue was up 12.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.06 EPS. Realty Income has set its FY 2026 guidance at 4.410-4.440 EPS. On average, sell-side analysts anticipate that Realty Income Corporation will post 4.45 EPS for the current year.

Realty Income Announces Dividend

The company also recently announced a monthly dividend, which will be paid on Friday, August 14th. Stockholders of record on Friday, July 31st will be given a $0.271 dividend. The ex-dividend date of this dividend is Friday, July 31st. This represents a c) annualized dividend and a dividend yield of 5.0%. Realty Income’s dividend payout ratio is presently 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.