Realty Income Corporation $O Shares Sold by Strs Ohio

Strs Ohio trimmed its holdings in Realty Income Corporation (NYSE:O) by 6.0% in the first quarter, HoldingsChannel.com reports. The institutional investor owned 295,625 shares of the real estate investment trust’s stock after selling 19,033 shares during the quarter. Strs Ohio’s holdings in Realty Income were worth $18,086,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently added to or reduced their stakes in the company. EFG International AG bought a new stake in Realty Income during the 4th quarter valued at $26,000. Stance Capital LLC bought a new position in shares of Realty Income in the third quarter worth $27,000. Evolution Wealth Management Inc. increased its holdings in shares of Realty Income by 257.1% during the fourth quarter. Evolution Wealth Management Inc. now owns 500 shares of the real estate investment trust’s stock valued at $28,000 after purchasing an additional 360 shares during the period. Quattro Advisors LLC acquired a new position in shares of Realty Income during the fourth quarter valued at $29,000. Finally, Ameriflex Group Inc. raised its stake in shares of Realty Income by 68.7% during the third quarter. Ameriflex Group Inc. now owns 528 shares of the real estate investment trust’s stock valued at $32,000 after purchasing an additional 215 shares in the last quarter. 70.81% of the stock is currently owned by institutional investors and hedge funds.

Realty Income Price Performance

NYSE:O opened at $63.77 on Friday. The business’s 50-day moving average price is $62.00 and its 200 day moving average price is $61.92. The firm has a market cap of $59.46 billion, a P/E ratio of 52.27, a PEG ratio of 4.98 and a beta of 0.72. Realty Income Corporation has a 52-week low of $55.86 and a 52-week high of $67.93. The company has a quick ratio of 1.56, a current ratio of 1.56 and a debt-to-equity ratio of 0.72.

Realty Income (NYSE:O) last issued its quarterly earnings results on Wednesday, May 6th. The real estate investment trust reported $1.13 earnings per share for the quarter, beating analysts’ consensus estimates of $1.10 by $0.03. Realty Income had a net margin of 18.94% and a return on equity of 2.80%. The company had revenue of $1.55 billion during the quarter, compared to the consensus estimate of $1.39 billion. During the same period in the prior year, the company earned $1.06 EPS. Realty Income’s revenue was up 12.2% on a year-over-year basis. Realty Income has set its FY 2026 guidance at 4.410-4.440 EPS. As a group, sell-side analysts predict that Realty Income Corporation will post 4.45 earnings per share for the current fiscal year.

Realty Income Increases Dividend

The firm also recently announced a monthly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th will be issued a $0.271 dividend. This represents a c) dividend on an annualized basis and a dividend yield of 5.1%. The ex-dividend date is Tuesday, June 30th. This is an increase from Realty Income’s previous monthly dividend of $0.27. Realty Income’s payout ratio is presently 266.39%.

Wall Street Analyst Weigh In

Several research firms recently weighed in on O. Stifel Nicolaus set a $70.75 price objective on shares of Realty Income in a report on Tuesday. Freedom Capital upgraded shares of Realty Income from a “hold” rating to a “strong-buy” rating in a research report on Monday, May 11th. UBS Group set a $67.00 price target on shares of Realty Income in a research note on Thursday, June 18th. Barclays increased their price objective on shares of Realty Income from $65.00 to $68.00 and gave the company an “equal weight” rating in a report on Tuesday, April 21st. Finally, Royal Bank Of Canada raised their price objective on shares of Realty Income from $70.00 to $71.00 and gave the company an “outperform” rating in a research note on Thursday, May 7th. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Realty Income currently has an average rating of “Hold” and a consensus price target of $66.77.

Realty Income News Roundup

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

• Positive Sentiment: Realty Income announced its 135th dividend increase, reinforcing its reputation as a reliable monthly income stock and underscoring continued dividend growth. Article Title
• Positive Sentiment: Several new articles pitched Realty Income as a top REIT for passive income, which can attract income-oriented investors seeking stable monthly cash flow. Article Title
• Positive Sentiment: Coverage also highlighted Realty Income’s ongoing appeal to retirees and long-term passive-income investors, keeping the stock in focus as a defensive dividend name. Article Title
• Neutral Sentiment: The company announced that it will report second-quarter 2026 results on August 5, giving investors a near-term catalyst to watch. Article Title
• Neutral Sentiment: A brokerages note said Realty Income currently has a consensus rating of “Hold,” suggesting Wall Street remains constructive but not especially aggressive on the shares. Article Title
• Neutral Sentiment: One article discussed Realty Income’s data center partnership strategy, which could expand growth over time but remains a longer-term thesis rather than an immediate earnings driver. Article Title

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.