18,442 Shares in Realty Income Corporation $O Bought by Chesapeake Capital Corp IL

Chesapeake Capital Corp IL acquired a new stake in shares of Realty Income Corporation (NYSE:O) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 18,442 shares of the real estate investment trust’s stock, valued at approximately $1,121,000. Realty Income makes up approximately 1.0% of Chesapeake Capital Corp IL’s investment portfolio, making the stock its 24th biggest holding.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in O. Vanguard Group Inc. raised its holdings in Realty Income by 2.5% in the third quarter. Vanguard Group Inc. now owns 149,730,338 shares of the real estate investment trust’s stock worth $9,102,107,000 after purchasing an additional 3,594,127 shares in the last quarter. State Street Corp boosted its holdings in shares of Realty Income by 1.1% in the 2nd quarter. State Street Corp now owns 61,732,956 shares of the real estate investment trust’s stock valued at $3,556,436,000 after buying an additional 676,697 shares in the last quarter. Dimensional Fund Advisors LP grew its position in shares of Realty Income by 3.5% in the 3rd quarter. Dimensional Fund Advisors LP now owns 12,671,171 shares of the real estate investment trust’s stock worth $770,273,000 after buying an additional 433,602 shares during the last quarter. Raymond James Financial Inc. grew its position in shares of Realty Income by 5.8% in the 2nd quarter. Raymond James Financial Inc. now owns 12,011,841 shares of the real estate investment trust’s stock worth $692,002,000 after buying an additional 654,958 shares during the last quarter. Finally, Norges Bank bought a new position in shares of Realty Income during the 2nd quarter worth approximately $676,500,000. Hedge funds and other institutional investors own 70.81% of the company’s stock.

Realty Income Stock Performance

O opened at $64.42 on Friday. The company has a market cap of $60.07 billion, a P/E ratio of 55.06, a price-to-earnings-growth ratio of 4.83 and a beta of 0.77. The company has a quick ratio of 1.40, a current ratio of 1.40 and a debt-to-equity ratio of 0.72. The firm’s 50-day moving average price is $62.95 and its 200-day moving average price is $59.89. Realty Income Corporation has a 52-week low of $50.71 and a 52-week high of $67.93.

Realty Income (NYSE:O) last released its earnings results on Tuesday, February 24th. The real estate investment trust reported $1.08 EPS for the quarter, hitting analysts’ consensus estimates of $1.08. The company had revenue of $1.40 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%. Realty Income’s revenue for the quarter was up 11.0% on a year-over-year basis. During the same period last year, the business earned $1.05 EPS. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. As a group, equities analysts anticipate that Realty Income Corporation will post 4.19 EPS for the current fiscal year.

Realty Income Increases Dividend

The business also recently disclosed a monthly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st will be paid a dividend of $0.2705 per share. The ex-dividend date is Tuesday, March 31st. This is an increase from Realty Income’s previous monthly dividend of $0.27. This represents a c) annualized dividend and a dividend yield of 5.0%. Realty Income’s payout ratio is presently 276.92%.

Key Headlines Impacting Realty Income

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

• Positive Sentiment: Mizuho increased its price target to $68, signaling stronger analyst conviction on growth from acquisitions and partnerships. Mizuho Raises Price Target
• Positive Sentiment: Scotiabank raised its price target to $69, adding to the street momentum that clusters targets in the high-$60s. Scotiabank Price Target Raise
• Positive Sentiment: Realty Income declared its 134th monthly dividend increase to $0.2705 per share (annualized ~$3.246; ~5% yield), with record date March 31 — supporting the REIT’s income story. Dividend Increase
• Positive Sentiment: Coverage noting stronger balance-sheet capacity and $6.3B of 2025 investments reinforces Realty Income’s ability to fund acquisitions and joint ventures. Balance Sheet Strength
• Neutral Sentiment: Barclays nudged its price target to $65 but kept an “equal weight” rating, implying limited near-term upside from that shop. Barclays Note
• Neutral Sentiment: Broader media pieces and lists highlighting high-yield dividend stocks (including REITs) keep income names in focus, but they also emphasize competition for yield across the sector. Dividend Stocks List
• Negative Sentiment: Valuation and limited upside may be constraining: a high P/E and clustered analyst targets near current levels mean upside from here could be modest, which helps explain downward pressure on the share price today.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on the stock. Wells Fargo & Company increased their target price on shares of Realty Income from $59.00 to $60.00 and gave the company an “equal weight” rating in a research report on Tuesday, November 25th. Stifel Nicolaus lifted their price target on shares of Realty Income from $67.75 to $70.50 and gave the stock a “buy” rating in a report on Wednesday, February 25th. Cantor Fitzgerald upped their price target on Realty Income from $60.00 to $68.00 and gave the stock a “neutral” rating in a research report on Friday, February 27th. Scotiabank increased their price objective on Realty Income from $67.00 to $69.00 and gave the company a “sector outperform” rating in a report on Wednesday. Finally, UBS Group raised their price objective on Realty Income from $66.00 to $72.00 and gave the stock a “buy” rating in a research report on Monday, March 9th. Six investment analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $66.39.

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.