Huntington Weighs in on Realty Income’s Q4 Earnings (NYSE:O)

Realty Income Corporation (NYSE:O) – Research analysts at Huntington upped their Q4 2026 earnings per share (EPS) estimates for shares of Realty Income in a research note issued on Wednesday, November 4th. Huntington analyst R. Stevenson now forecasts that the real estate investment trust will earn $1.11 per share for the quarter, up from their prior forecast of $1.09. Huntington currently has a “Strong-Buy” rating on the stock. The consensus estimate for Realty Income’s current full-year earnings is $4.45 per share. Huntington also issued estimates for Realty Income’s Q1 2027 earnings at $1.11 EPS, Q2 2027 earnings at $1.12 EPS, Q3 2027 earnings at $1.13 EPS, Q4 2027 earnings at $1.14 EPS, FY2027 earnings at $4.50 EPS, Q1 2028 earnings at $1.14 EPS, Q2 2028 earnings at $1.15 EPS, Q3 2028 earnings at $1.16 EPS and FY2028 earnings at $4.62 EPS.

Realty Income (NYSE:O) last announced its quarterly earnings data on Monday, November 2nd. The real estate investment trust reported $0.43 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.41 by $0.02. The business had revenue of $1.62 billion for the quarter, compared to analysts’ expectations of $1.43 billion. Realty Income had a return on equity of 3.27% and a net margin of 21.85%. The firm’s quarterly revenue was up 10.3% compared to the same quarter last year. During the same period in the previous year, the business posted $1.08 EPS.

A number of other analysts have also recently commented on the stock. Scotiabank cut shares of Realty Income from a “sector outperform” rating to a “sector perform” rating and dropped their price target for the company from $67.00 to $59.00 in a research note on Wednesday, September 23rd. Wells Fargo & Company reduced their price objective on shares of Realty Income from $64.00 to $59.00 and set an “equal weight” rating for the company in a research note on Monday, October 19th. Evercore set a $65.00 target price on shares of Realty Income in a report on Monday, September 21st. Truist Financial upgraded Realty Income from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, October 14th. Finally, Weiss Ratings lowered Realty Income from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, October 30th. Three equities research analysts have rated the stock with a Strong Buy rating, five have assigned a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $71.81.

Realty Income Price Performance

O opened at $59.26 on Thursday. The company has a market capitalization of $56.07 billion, a price-to-earnings ratio of 40.87, a PEG ratio of 4.48 and a beta of 0.65. The company has a quick ratio of 5.88, a current ratio of 6.04 and a debt-to-equity ratio of 0.74. The firm has a 50-day moving average price of $57.21 and a 200-day moving average price of $61.57. Realty Income has a twelve month low of $53.15 and a twelve month high of $67.93.

Realty Income Announces Dividend

The company also recently disclosed a monthly dividend, which will be paid on Friday, November 13th. Stockholders of record on Friday, October 30th will be given a $0.2715 dividend. This represents a $3.26 dividend on an annualized basis and a dividend yield of 5.5%. The ex-dividend date is Friday, October 30th. Realty Income’s dividend payout ratio (DPR) is 224.14%.

Hedge Funds Weigh In On Realty Income

Several hedge funds have recently bought and sold shares of O. Dunhill Financial LLC purchased a new position in shares of Realty Income during the 2nd quarter valued at about $27,000. Fiduciary Financial Advisors bought a new position in Realty Income during the second quarter valued at approximately $36,000. Coppell Advisory Solutions LLC bought a new position in Realty Income during the second quarter valued at approximately $40,000. Meeder Asset Management Inc. purchased a new position in shares of Realty Income during the second quarter worth approximately $42,000. Finally, Meramec Financial Planners LLC purchased a new position in shares of Realty Income during the second quarter worth approximately $44,000. Hedge funds and other institutional investors own 70.81% of the company’s stock.

Key Realty Income News

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

• Positive Sentiment: Q3 results and outlook beat expectations: Realty Income reported AFFO of $1.12 per share, up 3.7% year over year, and revenue of $1.62 billion. Management raised its 2026 AFFO guidance to $4.45–$4.46 per share and is targeting $10 billion in investments this year. Realty Income Q3 2026 earnings call highlights
• Positive Sentiment: New investment and funding avenues: The company reported a 170-basis-point investment spread and expanded its European private-capital platform through a €528 million joint venture with KKR. These initiatives could support growth and diversify funding as U.S. borrowing costs remain elevated. Realty Income Q3 earnings call centers on funding flexibility
• Positive Sentiment: Analyst support: Huntington initiated coverage with a “strong buy” rating, while RBC raised its price target to $61 and maintained an “outperform” rating. Huntington Realty Income coverage
• Neutral Sentiment: Monthly dividend remains a key attraction: Realty Income’s long record of monthly payments and a payout of roughly 73% of AFFO may appeal to income investors, though the dividend’s appeal alone does not ensure faster share-price growth. Realty Income dividend and earnings context
• Negative Sentiment: Growth and financing remain constraints: AFFO per share growth of 3.7% highlights the challenge of generating faster growth at Realty Income’s scale. Higher U.S. borrowing costs could also make acquisitions and portfolio expansion more difficult, tempering the impact of the earnings beat and higher guidance. Why Realty Income’s stock may not take off after earnings

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.