Realty Income (NYSE:O) Given New $65.00 Price Target at Barclays

Realty Income (NYSE:O) had its price target upped by Barclays from $64.00 to $65.00 in a research note published on Friday,Benzinga reports. They currently have an equal weight rating on the real estate investment trust’s stock.

Other equities analysts also recently issued reports about the stock. Loop Capital set a $69.00 target price on shares of Realty Income in a research note on Monday, March 2nd. Scotiabank increased their price target on shares of Realty Income from $67.00 to $69.00 and gave the company a “sector outperform” rating in a research note on Wednesday. Weiss Ratings restated a “hold (c)” rating on shares of Realty Income in a report on Monday, December 29th. Mizuho lifted their price target on shares of Realty Income from $60.00 to $68.00 and gave the company a “neutral” rating in a research report on Wednesday. Finally, Morgan Stanley upped their price objective on Realty Income from $62.00 to $65.00 and gave the company an “equal weight” rating in a report on Wednesday, December 24th. 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 stock. Based on data from MarketBeat.com, Realty Income currently has a consensus rating of “Hold” and an average price target of $66.39.

Realty Income Stock Down 0.9%

Shares of O opened at $64.42 on Friday. Realty Income has a 52-week low of $50.71 and a 52-week high of $67.93. 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 stock has a fifty day simple moving average of $62.95 and a two-hundred day simple moving average of $59.89. The company has a market capitalization of $60.07 billion, a PE ratio of 55.06, a price-to-earnings-growth ratio of 4.83 and a beta of 0.77.

Realty Income (NYSE:O) last announced its quarterly earnings results on Tuesday, February 24th. The real estate investment trust reported $1.08 earnings per share for the quarter, meeting the consensus estimate of $1.08. Realty Income had a net margin of 18.41% and a return on equity of 2.68%. The firm had revenue of $1.40 billion for the quarter, compared to analysts’ expectations of $1.40 billion. During the same quarter in the previous year, the company posted $1.05 EPS. The company’s revenue was up 11.0% compared to the same quarter last year. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. As a group, equities analysts forecast that Realty Income will post 4.19 EPS for the current year.

Realty Income Increases Dividend

The firm also recently declared a monthly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st will be given a $0.2705 dividend. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a c) annualized dividend and a yield of 5.0%. This is a boost from Realty Income’s previous monthly dividend of $0.27. Realty Income’s dividend payout ratio is 276.92%.

Institutional Trading of Realty Income

A number of large investors have recently modified their holdings of the stock. EFG International AG acquired a new stake in shares of Realty Income in the fourth quarter valued at $26,000. Stance Capital LLC acquired a new position in Realty Income during the 3rd quarter worth $27,000. Evolution Wealth Management Inc. grew its stake in Realty Income by 257.1% during the 4th 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 purchased a new stake in Realty Income during the 3rd quarter worth about $29,000. Finally, Quattro Advisors LLC purchased a new stake in Realty Income during the 4th quarter worth about $29,000. Hedge funds and other institutional investors own 70.81% of the company’s stock.

Key Stories 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.

Realty Income Company 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.