Danske Bank A S purchased a new stake in Realty Income Corporation (NYSE:O – Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 595,627 shares of the real estate investment trust’s stock, valued at approximately $36,905,000.
A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. EFG International AG bought a new position in Realty Income during the 4th quarter worth $26,000. Dunhill Financial LLC bought a new stake in shares of Realty Income in the second quarter valued at about $27,000. Evolution Wealth Management Inc. boosted its position in shares of 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 valued at $28,000 after acquiring an additional 360 shares during the period. Quattro Advisors LLC acquired a new position in shares of Realty Income in the fourth quarter valued at about $29,000. Finally, Sankala Group LLC acquired a new position in shares of Realty Income in the fourth quarter valued at about $32,000. 70.81% of the stock is owned by institutional investors and hedge funds.
Trending Headlines about Realty Income
Here are the key news stories impacting Realty Income this week:
- Positive Sentiment: Data centers could become a major growth catalyst. Recent analysis highlights Realty Income’s push into data-center real estate as a potentially scalable business line that could diversify the company beyond traditional net-lease properties. The strategy may improve long-term growth prospects if Realty Income can secure attractive assets and customers. Realty Income: Data Center Vertical A Major Catalyst Now
- Positive Sentiment: Realty Income declared its 674th consecutive monthly dividend. The $0.2710-per-share payment is scheduled for September 15, 2026, for shareholders of record on August 31. The annualized payout is $3.252 per share, implying a yield of approximately 5.2% based on the recent share price. The long record of uninterrupted monthly payments supports the stock’s reputation as an income investment. Realty Income Announces 674th Consecutive Common Stock Monthly Dividend
- Positive Sentiment: Long-term payout growth remains a key attraction. Coverage notes that Realty Income has increased its distribution for 31 consecutive years, while monthly payments provide regular cash flow and allow investors to reinvest more frequently. Realty Income Yields 5.2%. Here’s Why the Payout Keeps Growing.
- Neutral Sentiment: The data-center expansion could require significant investment and successful execution, making the expected growth opportunity longer term rather than an immediate earnings catalyst. The stock’s ex-dividend date is August 31, so the share price may adjust around that date.
Realty Income Trading Up 1.3%
Realty Income (NYSE:O – Get Free Report) last released its earnings results on Wednesday, August 5th. The real estate investment trust reported $1.09 EPS for the quarter, meeting the consensus estimate of $1.09. The firm had revenue of $1.55 billion for the quarter, compared to analyst estimates of $1.40 billion. Realty Income had a net margin of 20.93% and a return on equity of 3.12%. The business’s quarterly revenue was up 9.7% compared to the same quarter last year. During the same period last year, the firm earned $1.05 EPS. Realty Income has set its FY 2026 guidance at 4.440-4.450 EPS. Analysts predict that Realty Income Corporation will post 4.43 EPS for the current fiscal year.
Realty Income Announces Dividend
The company also recently disclosed a monthly dividend, which will be paid on Tuesday, September 15th. Investors of record on Monday, August 31st will be paid a $0.271 dividend. This represents a c) dividend on an annualized basis and a yield of 5.2%. The ex-dividend date of this dividend is Monday, August 31st. Realty Income’s dividend payout ratio (DPR) is 237.23%.
Analyst Upgrades and Downgrades
Several brokerages have weighed in on O. Wells Fargo & Company lifted their price objective on shares of Realty Income from $64.00 to $65.00 and gave the stock an “equal weight” rating in a research note on Wednesday, July 15th. UBS Group set a $67.00 target price on shares of Realty Income in a report on Thursday, June 18th. Barclays dropped their price target on shares of Realty Income from $68.00 to $67.00 and set an “equal weight” rating for the company in a research report on Wednesday, July 22nd. Freedom Capital upgraded Realty Income from a “hold” rating to a “strong-buy” rating in a research note on Monday, May 11th. Finally, Jefferies Financial Group began coverage on Realty Income in a research report on Monday, June 1st. They set a “buy” rating and a $69.00 price target on the stock. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $67.42.
View Our Latest Report on Realty Income
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.
See Also
- Five stocks we like better than Realty Income
- Bloom Energy’s AI Surge Meets a Valuation Reality Check
- Target Is Winning Shoppers Back—Can the Rally Reach $180?
- IonQ’s Space Contract Points to a New Frontier for Quantum Investors
- Is Apple’s AI Strategy Smarter Than Skeptics Think?
Want to see what other hedge funds are holding O? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Realty Income Corporation (NYSE:O – Free Report).
Receive News & Ratings for Realty Income Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Realty Income and related companies with MarketBeat.com's FREE daily email newsletter.
