Realty Income (NYSE:O) Price Target Raised to $68.00 at Cantor Fitzgerald

Realty Income (NYSE:O) had its price objective boosted by Cantor Fitzgerald from $60.00 to $68.00 in a research report sent to investors on Friday morning,Benzinga reports. They currently have a neutral rating on the real estate investment trust’s stock.

O has been the topic of several other reports. Morgan Stanley lifted their price objective on Realty Income from $62.00 to $65.00 and gave the stock an “equal weight” rating in a report on Wednesday, December 24th. Mizuho dropped their price target on shares of Realty Income from $63.00 to $60.00 and set a “neutral” rating for the company in a research note on Wednesday, December 17th. Evercore reiterated a “positive” rating on shares of Realty Income in a research note on Wednesday. Barclays raised their price objective on shares of Realty Income from $63.00 to $64.00 and gave the stock an “equal weight” rating in a report on Wednesday, December 3rd. Finally, Deutsche Bank Aktiengesellschaft upgraded 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 note on Tuesday, January 20th. Six equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Realty Income currently has an average rating of “Hold” and a consensus target price of $64.88.

Realty Income Stock Up 0.8%

O traded up $0.51 during trading hours on Friday, reaching $67.11. 13,320,998 shares of the stock traded hands, compared to its average volume of 6,404,974. Realty Income has a fifty-two week low of $50.71 and a fifty-two week high of $67.94. The company has a market cap of $62.57 billion, a price-to-earnings ratio of 57.36, a PEG ratio of 3.97 and a beta of 0.79. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.40 and a quick ratio of 1.53. The firm’s fifty day simple moving average is $61.21 and its two-hundred day simple moving average is $59.41.

Realty Income (NYSE:O) last posted its quarterly earnings data on Tuesday, February 24th. The real estate investment trust reported $1.08 earnings per share for the quarter, meeting analysts’ consensus estimates of $1.08. The company had revenue of $1.49 billion during the quarter, compared to analysts’ expectations 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 company posted $1.05 EPS. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. As a group, analysts forecast that Realty Income will post 4.19 earnings per share for the current fiscal year.

Realty Income Dividend Announcement

The company also recently announced a monthly dividend, which will be paid on Friday, March 13th. Investors of record on Friday, February 27th will be given a dividend of $0.27 per share. The ex-dividend date of this dividend is Friday, February 27th. This represents a c) dividend on an annualized basis and a yield of 4.8%. Realty Income’s dividend payout ratio (DPR) is 276.92%.

Institutional Trading of Realty Income

Several institutional investors have recently modified their holdings of O. EFG International AG bought a new position in Realty Income in the fourth quarter worth $26,000. Stance Capital LLC acquired a new stake in shares of Realty Income during the 3rd quarter valued at about $27,000. Evolution Wealth Management Inc. raised its position in Realty Income by 257.1% in the fourth quarter. Evolution Wealth Management Inc. now owns 500 shares of the real estate investment trust’s stock worth $28,000 after purchasing an additional 360 shares in the last quarter. Heartwood Wealth Advisors LLC bought a new position in Realty Income during the third quarter worth about $29,000. Finally, Quattro Advisors LLC acquired a new stake in Realty Income during the fourth quarter valued at approximately $29,000. Institutional investors and hedge funds own 70.81% of the company’s stock.

Realty Income News Summary

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

• Positive Sentiment: Realty Income announced an $8 billion 2026 investment plan (after ~$6.3B in 2025) to expand globally and access new capital — a growth pipeline that supports faster asset deployment and AFFO growth. Read More.
• Positive Sentiment: Q4 results showed revenue above expectations, steady AFFO and 98.9% occupancy; management set FY2026 EPS guidance — fundamentals that validate the growth plan and support income stability. Read More.
• Positive Sentiment: Short interest fell ~18.5% in February (to ~27.1M shares), reducing potential downward pressure from short-covering and signaling less bearish positioning. Read More.
• Positive Sentiment: Broker commentary is supportive: Royal Bank of Canada and Stifel commentary flagged upside potential, suggesting institutional analysts see further price appreciation. Read More. Read More.
• Neutral Sentiment: Cantor Fitzgerald raised its price target to $68 but kept a “neutral” rating — a modest endorsement that limits dramatic bullish re-rating. Read More.
• Neutral Sentiment: Media coverage highlights Realty Income’s long dividend track record and inclusion in dividend-stock roundups, which can sustain investor interest but are not new catalysts. Read More.
• Neutral Sentiment: Options and fund commentary show increased activity and attention (useful for near-term liquidity/volatility signals), but these are informational rather than directional. Read More.
• Negative Sentiment: Investors and analysts remain cautious about interest-rate risk and valuation—debate persists whether current multiple already prices in future rate moves; this caps near-term upside. Read More.

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.