Realty Income Corporation $O Stock: Rakuten Investment Management Inc. Increases Holdings

Rakuten Investment Management Inc. raised its position in shares of Realty Income Corporation (NYSE:O) by 10.8% in the 3rd quarter, Holdings Channel reports. The firm owned 168,943 shares of the real estate investment trust’s stock after acquiring an additional 16,426 shares during the period. Rakuten Investment Management Inc.’s holdings in Realty Income were worth $9,316,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Provenance Wealth Advisors LLC increased its stake in shares of Realty Income by 12,437.5% in the 3rd quarter. Provenance Wealth Advisors LLC now owns 1,003 shares of the real estate investment trust’s stock valued at $54,000 after purchasing an additional 995 shares during the last quarter. Associated Banc Corp acquired a new position in shares of Realty Income during the 3rd quarter worth $451,000. Integrity Alliance LLC. raised its holdings in shares of Realty Income by 20.4% during the 3rd quarter. Integrity Alliance LLC. now owns 23,235 shares of the real estate investment trust’s stock worth $1,262,000 after buying an additional 3,929 shares in the last quarter. Integrity Advisory Solutions LLC lifted its position in shares of Realty Income by 18.3% during the 3rd quarter. Integrity Advisory Solutions LLC now owns 8,577 shares of the real estate investment trust’s stock worth $466,000 after buying an additional 1,324 shares during the last quarter. Finally, Oregon Public Employees Retirement Fund lifted its position in shares of Realty Income by 1.5% during the 3rd quarter. Oregon Public Employees Retirement Fund now owns 116,330 shares of the real estate investment trust’s stock worth $6,317,000 after buying an additional 1,680 shares during the last quarter. 70.81% of the stock is currently owned by institutional investors.

Realty Income Stock Performance

NYSE O opened at $59.47 on Friday. The firm’s fifty day moving average price is $57.16 and its two-hundred day moving average price is $61.56. The stock has a market cap of $56.56 billion, a PE ratio of 13.40, a PEG ratio of 4.62 and a beta of 0.65. Realty Income Corporation has a fifty-two week low of $53.15 and a fifty-two week high of $67.93. The company has a debt-to-equity ratio of 0.74, a quick ratio of 5.88 and a current ratio of 6.04.

Realty Income (NYSE:O) last announced its quarterly earnings results on Monday, November 2nd. The real estate investment trust reported $0.43 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.41 by $0.02. Realty Income had a net margin of 21.85% and a return on equity of 3.27%. The company had revenue of $1.62 billion during the quarter, compared to the consensus estimate of $1.43 billion. During the same period in the prior year, the business earned $1.08 earnings per share. The company’s revenue for the quarter was up 10.3% compared to the same quarter last year. On average, equities analysts expect that Realty Income Corporation will post 4.45 EPS for the current fiscal year.

Realty Income Dividend Announcement

The company also recently disclosed a monthly dividend, which will be paid on Friday, November 13th. Investors of record on Friday, October 30th will be given a dividend of $0.2715 per share. The ex-dividend date is Friday, October 30th. This represents a $3.26 dividend on an annualized basis and a yield of 5.5%. Realty Income’s payout ratio is currently 224.83%.

Analysts Set New Price Targets

Several research firms recently weighed in on O. Royal Bank Of Canada raised their price objective on Realty Income from $60.00 to $61.00 and gave the company an “outperform” rating in a research note on Tuesday. Truist Financial raised Realty Income from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, October 14th. Huntington initiated coverage on Realty Income in a research note on Monday. They set a “strong-buy” rating for the company. Barclays dropped their target price on shares of Realty Income from $65.00 to $61.00 and set an “equal weight” rating for the company in a report on Tuesday, October 20th. Finally, Cantor Fitzgerald reduced their price target on shares of Realty Income from $68.00 to $63.00 and set a “neutral” rating on the stock in a research note on Thursday. Three investment analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $71.51.

Realty Income News Roundup

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

• Positive Sentiment: After its Q3 2026 results, Realty Income raised its full-year adjusted funds from operations (AFFO) outlook to $4.45–$4.46 per share. AFFO was $1.12 per share for the quarter, and the company reported a 170-basis-point investment spread. Management also cited record investment sourcing and a €528 million European joint venture with KKR. Realty Income stock climbs on Q3 earnings and higher AFFO outlook
• Positive Sentiment: Huntington initiated coverage with a “Strong Buy” rating and raised its earnings estimates across multiple periods, including FY2027 to $4.50 and FY2028 to $4.62 per share. The upward revisions suggest greater optimism about Realty Income’s earnings outlook. Huntington analyst recommendations
• Positive Sentiment: Royal Bank of Canada reportedly raised its price target for Realty Income, another potentially supportive analyst signal; the supplied report does not provide the revised target. Realty Income stock gets price target increase from Royal Bank of Canada
• Neutral Sentiment: Recent investor commentary highlights Realty Income’s monthly dividend, diversified portfolio, and high occupancy as attractions for income-focused investors. This is supportive of the investment case but is not a new company announcement. Realty Income pays you 12 times a year
• Negative Sentiment: Cantor Fitzgerald cut its price target from $68 to $63 and maintained a “Neutral” rating. While the revised target remains above the cited share price, the reduction signals more restrained near-term expectations. Cantor Fitzgerald stock recommendations

Realty Income Company Profile

Realty Income Corporation is a real estate investment trust (REIT) that owns and manages a diversified portfolio of commercial properties. The company primarily invests in single-tenant properties that are leased to businesses under long-term, net lease agreements, under which tenants generally are responsible for property taxes, insurance and maintenance.

Its portfolio includes retail, grocery, convenience store, industrial, distribution and other commercial properties. Realty Income serves a broad range of tenants and seeks to generate recurring rental income through long-term leases.