Mitsubishi UFJ Asset Management Co. Ltd. Has $157.41 Million Stock Position in Realty Income Corporation $O

Mitsubishi UFJ Asset Management Co. Ltd. boosted its holdings in Realty Income Corporation (NYSE:O) by 5.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,589,347 shares of the real estate investment trust’s stock after buying an additional 144,095 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.28% of Realty Income worth $157,406,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the business. Intech Investment Management LLC increased its position in Realty Income by 20.9% during the third quarter. Intech Investment Management LLC now owns 29,885 shares of the real estate investment trust’s stock worth $1,817,000 after acquiring an additional 5,164 shares during the period. Hager Investment Management Services LLC boosted its holdings in Realty Income by 9.4% in the 3rd quarter. Hager Investment Management Services LLC now owns 18,328 shares of the real estate investment trust’s stock valued at $1,114,000 after purchasing an additional 1,572 shares during the period. Empirical Asset Management LLC acquired a new stake in Realty Income in the 3rd quarter worth $745,000. MAI Capital Management grew its position in Realty Income by 13.1% in the 3rd quarter. MAI Capital Management now owns 267,899 shares of the real estate investment trust’s stock worth $16,286,000 after purchasing an additional 30,998 shares during the last quarter. Finally, Cary Street Partners Financial LLC increased its holdings in shares of Realty Income by 5.0% during the 3rd quarter. Cary Street Partners Financial LLC now owns 8,373 shares of the real estate investment trust’s stock worth $509,000 after purchasing an additional 398 shares during the period. 70.81% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the stock. Stifel Nicolaus increased their target price on shares of Realty Income from $67.75 to $70.50 and gave the company a “buy” rating in a research note on Wednesday. Mizuho cut their price target on Realty Income from $63.00 to $60.00 and set a “neutral” rating for the company in a report on Wednesday, December 17th. Weiss Ratings reiterated a “hold (c)” rating on shares of Realty Income in a research report on Monday, December 29th. Scotiabank upgraded Realty Income from a “sector perform” rating to a “sector outperform” rating and boosted their price objective for the company from $60.00 to $67.00 in a research report on Friday, January 30th. Finally, Wall Street Zen lowered Realty Income from a “hold” rating to a “sell” rating in a research note on Tuesday, February 3rd. Six analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Realty Income presently has an average rating of “Hold” and an average price target of $64.27.

Realty Income News Summary

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

• Positive Sentiment: Q4 operating results showed stability and growth — revenue rose ~11% Y/Y and management highlighted high occupancy and rent-recapture metrics, supporting the dividend story. Realty Income’s Q4 AFFO Meets Estimates, Revenues Beat & Rise Y/Y
• Positive Sentiment: Realty Income plans aggressive deployment: management is targeting roughly $8B of investments in 2026 and expanding global partnerships — a growth signal that can support future AFFO and dividend coverage. Realty Income targets $8B in 2026 investments while expanding global partnerships
• Positive Sentiment: Analyst sentiment has warmed — Royal Bank of Canada and Stifel raised price targets into the ~$70 range and moved to Outperform/Buy, giving the stock incremental buy-side momentum. Benzinga: RBC raises PT Tickerreport: Stifel raises PT
• Positive Sentiment: Short interest fell sharply in February (down ~18.5% vs. end-January), reducing a potential source of downside pressure and suggesting some short-covering contributed to the rally.
• Positive Sentiment: Multiple consumer- and income-focused outlets are highlighting Realty Income’s monthly dividend, elevated yield and long dividend-growth streak, which supports retail demand among income investors. Fool: This Elite High-Yielding Monthly Dividend Stock
• Neutral Sentiment: AFFO for Q4 came in essentially in line with expectations (AFFO/FFO $1.08), so results were not a major beat — upside came more from revenue and commentary than from an AFFO surprise. Zacks: Meets Q4 FFO Estimates
• Neutral Sentiment: Some sell‑side caution remains — Morgan Stanley kept a Hold rating and a ~$65 target, reflecting limited near-term upside despite solid fundamentals. TipRanks: Morgan Stanley Hold
• Negative Sentiment: Management’s 2026 FFO outlook came in below some Wall Street estimates, citing slowing demand and higher property-management costs — a clear near‑term headwind that increases execution risk. Economic Times: Forecasts annual FFO below estimates
• Negative Sentiment: Some market commentary framed the guidance and margins as underwhelming, which could cap near-term upside until execution on the investment program and cost control are demonstrated. Investing.com: Q4 reaction

Realty Income Stock Up 0.9%

NYSE O opened at $66.59 on Friday. Realty Income Corporation has a 1-year low of $50.71 and a 1-year high of $67.15. The company has a market capitalization of $61.26 billion, a price-to-earnings ratio of 56.92, a PEG ratio of 3.92 and a beta of 0.79. The stock’s 50 day moving average is $61.00 and its two-hundred day moving average is $59.34. The company has a current ratio of 1.40, a quick ratio of 1.53 and a debt-to-equity ratio of 0.72.

Realty Income (NYSE:O) last posted its earnings results on Tuesday, February 24th. The real estate investment trust reported $1.08 EPS for the quarter, hitting the consensus estimate of $1.08. Realty Income had a return on equity of 2.68% and a net margin of 18.41%.The business had revenue of $1.49 billion during the quarter, compared to the consensus estimate of $1.40 billion. During the same quarter last year, the company earned $1.05 EPS. Realty Income’s revenue was up 11.0% on a year-over-year basis. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. Equities analysts forecast that Realty Income Corporation will post 4.19 earnings per share for the current fiscal year.

Realty Income Announces Dividend

The company also recently disclosed a monthly dividend, which will be paid on Friday, March 13th. Shareholders of record on Friday, February 27th will be paid a dividend of $0.27 per share. This represents a c) annualized dividend and a yield of 4.9%. The ex-dividend date of this dividend is Friday, February 27th. Realty Income’s dividend payout ratio is currently 276.92%.

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.