Huntington National Bank Raises Stock Holdings in Realty Income Corporation $O

Huntington National Bank lifted its holdings in shares of Realty Income Corporation (NYSE:O) by 6.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 300,008 shares of the real estate investment trust’s stock after acquiring an additional 18,826 shares during the period. Huntington National Bank’s holdings in Realty Income were worth $18,238,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Norges Bank purchased a new position in Realty Income during the 2nd quarter worth $676,500,000. Vanguard Group Inc. boosted its stake in shares of Realty Income by 2.5% during the second quarter. Vanguard Group Inc. now owns 146,136,211 shares of the real estate investment trust’s stock worth $8,418,907,000 after buying an additional 3,624,852 shares during the period. Geode Capital Management LLC grew its holdings in shares of Realty Income by 8.3% during the second quarter. Geode Capital Management LLC now owns 26,979,134 shares of the real estate investment trust’s stock worth $1,548,687,000 after buying an additional 2,058,031 shares during the last quarter. Schroder Investment Management Group increased its position in Realty Income by 420.0% in the 2nd quarter. Schroder Investment Management Group now owns 2,139,550 shares of the real estate investment trust’s stock valued at $123,259,000 after acquiring an additional 1,728,082 shares during the period. Finally, ABN Amro Investment Solutions purchased a new stake in Realty Income during the 2nd quarter valued at approximately $70,939,000. Hedge funds and other institutional investors own 70.81% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have recently issued reports on O. Scotiabank raised Realty Income from a “sector perform” rating to a “sector outperform” rating and boosted their target price for the company from $60.00 to $67.00 in a report on Friday, January 30th. Weiss Ratings reissued a “hold (c)” rating on shares of Realty Income in a research note on Monday, December 29th. Cantor Fitzgerald raised their target price on shares of Realty Income from $60.00 to $68.00 and gave the stock a “neutral” rating in a research note on Friday. Evercore reaffirmed a “positive” rating on shares of Realty Income in a report on Wednesday. Finally, Wall Street Zen raised shares of Realty Income from a “sell” rating to a “hold” rating in a report on Saturday. 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 company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $64.88.

Realty Income News Roundup

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.

Realty Income Stock Performance

Shares of NYSE O opened at $67.11 on Friday. The stock’s fifty day simple moving average is $61.21 and its 200 day simple moving average is $59.42. The stock has a market capitalization of $62.57 billion, a price-to-earnings ratio of 57.36, a PEG ratio of 3.99 and a beta of 0.79. The company has a quick ratio of 1.53, a current ratio of 1.40 and a debt-to-equity ratio of 0.72. Realty Income Corporation has a 52-week low of $50.71 and a 52-week high of $67.94.

Realty Income (NYSE:O) last released its quarterly earnings results 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 business had revenue of $1.49 billion during 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%.Realty Income’s revenue for the quarter was up 11.0% on a year-over-year basis. During the same quarter last year, the company posted $1.05 EPS. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. As a group, sell-side analysts forecast that Realty Income Corporation 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. Stockholders of record on Friday, February 27th will be given a $0.27 dividend. This represents a c) annualized dividend and a dividend yield of 4.8%. The ex-dividend date of this dividend is Friday, February 27th. Realty Income’s dividend payout ratio (DPR) is 276.92%.

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.