Vawter Financial Ltd. Takes $818,000 Position in Realty Income Corporation $O

Vawter Financial Ltd. acquired a new position in shares of Realty Income Corporation (NYSE:O) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 13,451 shares of the real estate investment trust’s stock, valued at approximately $818,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Heartwood Wealth Advisors LLC acquired a new stake in shares of Realty Income during the third quarter worth about $29,000. Strengthening Families & Communities LLC increased its position in shares of Realty Income by 586.1% in the third quarter. Strengthening Families & Communities LLC now owns 494 shares of the real estate investment trust’s stock valued at $30,000 after acquiring an additional 422 shares during the last quarter. Twin Peaks Wealth Advisors LLC bought a new stake in Realty Income during the second quarter worth about $31,000. Country Trust Bank boosted its position in Realty Income by 806.5% during the second quarter. Country Trust Bank now owns 562 shares of the real estate investment trust’s stock valued at $32,000 after purchasing an additional 500 shares during the last quarter. Finally, Rossby Financial LCC bought a new position in Realty Income in the second quarter valued at approximately $43,000. 70.81% of the stock is currently owned by institutional investors.

Realty Income Stock Performance

NYSE O opened at $66.46 on Wednesday. Realty Income Corporation has a 52-week low of $50.71 and a 52-week high of $67.15. The firm has a 50-day moving average of $60.64 and a 200-day moving average of $59.25. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.53 and a current ratio of 1.53. The stock has a market cap of $61.14 billion, a PE ratio of 61.54, a P/E/G ratio of 3.94 and a beta of 0.79.

Realty Income (NYSE:O) last released its quarterly earnings results on Tuesday, February 24th. The real estate investment trust reported $1.08 earnings per share (EPS) for the quarter, meeting the consensus estimate of $1.08. The business had revenue of $1.40 billion during the quarter, compared to the consensus estimate of $1.39 billion. Realty Income had a return on equity of 2.45% and a net margin of 17.17%.The firm’s quarterly revenue was up 11.0% on a year-over-year basis. During the same period in the previous year, the company posted $1.05 EPS. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. On average, sell-side analysts anticipate that Realty Income Corporation will post 4.19 EPS for the current year.

Realty Income Announces Dividend

The firm also recently announced a monthly dividend, which will be paid on Friday, March 13th. Stockholders of record on Friday, February 27th will be issued a dividend of $0.27 per share. The ex-dividend date of this dividend is Friday, February 27th. This represents a c) annualized dividend and a dividend yield of 4.9%. Realty Income’s dividend payout ratio (DPR) is currently 300.00%.

Wall Street Analysts Forecast Growth

O has been the topic of a number of analyst reports. Barclays upped their price objective on Realty Income from $63.00 to $64.00 and gave the stock an “equal weight” rating in a research note on Wednesday, December 3rd. Scotiabank raised shares of Realty Income from a “sector perform” rating to a “sector outperform” rating and upped their price target for the stock from $60.00 to $67.00 in a research report on Friday, January 30th. Wall Street Zen downgraded shares of Realty Income from a “hold” rating to a “sell” rating in a research report on Tuesday, February 3rd. Mizuho dropped their target price on shares of Realty Income from $63.00 to $60.00 and set a “neutral” rating on the stock in a report on Wednesday, December 17th. Finally, Deutsche Bank Aktiengesellschaft upgraded Realty Income from a “hold” rating to a “buy” rating and set a $69.00 price target for the company in a report on Tuesday, January 20th. Five analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and an average price target of $63.38.

More Realty Income News

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

• Positive Sentiment: Management set an aggressive 2026 investment target (~$8 billion) and said it is expanding global partnerships to scale growth beyond its traditional net-lease model, signaling potential fee-income and long-term portfolio growth. Realty Income targets $8B in 2026 investments while expanding global partnerships
• Positive Sentiment: Realty Income is broadening its model — entering new markets (Europe, Mexico) and launching an institutional asset-management business to win third‑party capital and fee income, which could diversify earnings and lower reliance on property acquisitions. Realty Income Broadens Model With New Markets And Fee Based Growth
• Positive Sentiment: Operationally the quarter showed strength: solid occupancy, robust rent-recapture and revenue up ~11% year-over-year — evidence of portfolio resilience that supports the monthly dividend. Realty Income Corp (O) Q4 2025 Earnings Call Highlights: Strong Portfolio Stability and …
• Neutral Sentiment: Q4 FFO of $1.08 per share matched consensus and revenue slightly beat estimates — a steady print that removes near-term surprise risk but offers limited upside catalyst by itself. Realty Income Corp. (O) Meets Q4 FFO Estimates
• Neutral Sentiment: Several retail/dividend-focused outlets reiterate Realty Income as a core income holding given its long dividend track record — supportive for long-term holders but not an immediate price driver. Is Realty Income Stock a Long-Term Buy?
• Negative Sentiment: Management forecast 2026 annual FFO below some Wall Street estimates, citing slowing leasing demand and higher property-management costs — a clear near-term headwind and the main reason investors are cautious. Realty Income forecasts annual FFO below estimates on slowing demand, higher costs
• Negative Sentiment: Market reaction was muted-to-negative after the release; some outlets flagged the guidance and tone as underwhelming, which pressured the stock despite the quarter’s steady metrics. Realty Income edges lower on Q4 earnings miss

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.