Realty Income Corporation (NYSE:O) Receives $62.23 Consensus PT from Brokerages

Shares of Realty Income Corporation (NYSE:O) have earned an average recommendation of “Hold” from the fifteen research firms that are presently covering the company, Marketbeat Ratings reports. One research analyst has rated the stock with a sell recommendation, eleven have assigned a hold recommendation and three have issued a buy recommendation on the company. The average 1-year price target among analysts that have issued a report on the stock in the last year is $62.2308.

Several research analysts have weighed in on O shares. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Realty Income in a research report on Monday, December 29th. Evercore ISI initiated coverage on Realty Income in a research note on Wednesday, October 1st. They issued an “in-line” rating and a $62.00 price target for the company. Royal Bank Of Canada raised their price objective on shares of Realty Income from $60.00 to $61.00 and gave the company an “outperform” rating in a research report on Tuesday, November 4th. Barclays lifted their target price on shares of Realty Income from $63.00 to $64.00 and gave the company an “equal weight” rating in a research note on Wednesday, December 3rd. Finally, Wall Street Zen upgraded shares of Realty Income from a “sell” rating to a “hold” rating in a research note on Saturday, January 10th.

Realty Income Stock Up 1.7%

O stock opened at $60.27 on Thursday. The company has a 50 day moving average of $57.25 and a two-hundred day moving average of $58.07. The company has a market cap of $55.44 billion, a price-to-earnings ratio of 55.80, a PEG ratio of 3.81 and a beta of 0.80. Realty Income has a 12-month low of $50.71 and a 12-month high of $61.08. The company has a quick ratio of 1.53, a current ratio of 1.53 and a debt-to-equity ratio of 0.72.

Realty Income (NYSE:O) last posted its quarterly earnings results on Monday, November 3rd. The real estate investment trust reported $1.08 EPS for the quarter, beating the consensus estimate of $1.07 by $0.01. Realty Income had a net margin of 17.17% and a return on equity of 2.45%. The business had revenue of $1.47 billion for the quarter, compared to analysts’ expectations of $1.35 billion. During the same period in the previous year, the company posted $1.05 EPS. Realty Income’s revenue was up 10.5% on a year-over-year basis. Realty Income has set its FY 2025 guidance at 4.250-4.270 EPS. On average, equities analysts anticipate that Realty Income will post 4.19 earnings per share for the current fiscal year.

Realty Income Dividend Announcement

The business also recently declared a monthly dividend, which will be paid on Friday, February 13th. Shareholders of record on Friday, January 30th will be given a $0.27 dividend. The ex-dividend date of this dividend is Friday, January 30th. This represents a c) dividend on an annualized basis and a dividend yield of 5.4%. Realty Income’s payout ratio is currently 300.00%.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in O. Norges Bank bought a new stake in Realty Income during the second quarter worth approximately $676,500,000. Vanguard Group Inc. boosted its holdings in shares of Realty Income by 2.5% during the 2nd 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 stake in Realty Income by 8.3% in the 2nd quarter. Geode Capital Management LLC now owns 26,979,134 shares of the real estate investment trust’s stock valued at $1,548,687,000 after buying an additional 2,058,031 shares during the last quarter. Schroder Investment Management Group grew its stake 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 buying an additional 1,728,082 shares during the last quarter. Finally, State Street Corp raised its holdings in Realty Income by 2.1% in the 3rd quarter. State Street Corp now owns 63,028,892 shares of the real estate investment trust’s stock worth $3,831,526,000 after acquiring an additional 1,295,936 shares during the period. 70.81% of the stock is owned by institutional investors.

Realty Income News Roundup

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

• Positive Sentiment: Company declared its 667th consecutive monthly dividend of $0.27/share (annualized $3.24), payable Feb. 13 with a ~5.4% yield — reinforces Realty Income’s core appeal to income investors and supports demand for the stock from yield-seeking funds. Realty Income Announces 667th Consecutive Common Stock Monthly Dividend
• Positive Sentiment: Seeking Alpha names Realty Income a top income pick for 2026 with a ~5.5% yield, highlighting the stock’s attractiveness for total-return-plus-income portfolios — a narrative that can attract retail and income-focused institutional buyers. Realty Income: A Top Income Pick In 2026 Yielding 5.5%
• Positive Sentiment: Realty Income’s strategic JV with GIC (>$1.5B) for U.S. logistics build-to-suit and Mexico expansion broadens funding sources and pipeline for growth in a high-demand sector (logistics), which supports future rent and portfolio expansion expectations. Realty Income’s Strategic Partnerships: Will it Boost Growth?
• Neutral Sentiment: Realty Income is featured in lists of monthly dividend stocks and dividend comparisons, which helps visibility among income investors but is unlikely to change fundamentals on its own. 3 Monthly Dividend Stocks for Passive Income
• Neutral Sentiment: Coverage and search interest have ticked up (retail/institutional attention), which can increase trading volume and short-term volatility but doesn’t directly alter cash flows. Investors Heavily Search Realty Income Corporation (O): Here is What You Need to Know
• Neutral Sentiment: A retail finance piece comparing AGNC to Realty Income suggests Realty Income as an alternative for income investors, increasing comparative-shopping flows but not altering company metrics. Should You Forget AGNC Investment and Buy Realty Income Instead?
• Negative Sentiment: Analyst comparison from Zacks favors Prologis (PLD) over Realty Income for longer-term cash-flow growth due to Prologis’ leasing momentum, rent growth and data center exposure — this highlights competitive risk and could cap multiple expansion for Realty Income. O vs. PLD: Which REIT Deserves a Spot in Your Portfolio?

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.