Realty Income Corporation $O Shares Acquired by Universal Beteiligungs und Servicegesellschaft mbH

Universal Beteiligungs und Servicegesellschaft mbH increased its holdings in shares of Realty Income Corporation (NYSE:O) by 8.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 826,441 shares of the real estate investment trust’s stock after purchasing an additional 61,005 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH owned 0.09% of Realty Income worth $50,239,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its stake in Realty Income by 2.5% during the second 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. State Street Corp lifted its holdings in shares of Realty Income by 1.1% in the 2nd quarter. State Street Corp now owns 61,732,956 shares of the real estate investment trust’s stock worth $3,556,436,000 after acquiring an additional 676,697 shares during the last quarter. Geode Capital Management LLC boosted its position in shares of Realty Income by 8.3% during the 2nd quarter. Geode Capital Management LLC now owns 26,979,134 shares of the real estate investment trust’s stock worth $1,548,687,000 after purchasing an additional 2,058,031 shares during the period. Raymond James Financial Inc. boosted its position in shares of Realty Income by 5.8% during the 2nd quarter. Raymond James Financial Inc. now owns 12,011,841 shares of the real estate investment trust’s stock worth $692,002,000 after purchasing an additional 654,958 shares during the period. Finally, Norges Bank acquired a new stake in Realty Income in the 2nd quarter valued at approximately $676,500,000. 70.81% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

O has been the topic of a number of research reports. Weiss Ratings restated a “hold (c)” rating on shares of Realty Income in a research note on Monday, December 29th. JPMorgan Chase & Co. reiterated an “underweight” rating and issued a $61.00 price objective on shares of Realty Income in a report on Thursday, December 18th. Morgan Stanley increased their target price on Realty Income from $62.00 to $65.00 and gave the stock an “equal weight” rating in a research note on Wednesday, December 24th. Royal Bank Of Canada lifted their target price on Realty Income from $60.00 to $61.00 and gave the company an “outperform” rating in a research report on Tuesday, November 4th. Finally, Deutsche Bank Aktiengesellschaft upgraded shares of Realty Income from a “hold” rating to a “buy” rating and set a $69.00 price target on the stock in a research note on Tuesday. Four investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average target price of $62.71.

Realty Income Stock Performance

Shares of Realty Income stock opened at $61.82 on Thursday. The business has a 50-day simple moving average of $57.72 and a 200-day simple moving average of $58.20. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.53 and a current ratio of 1.53. Realty Income Corporation has a one year low of $50.71 and a one year high of $61.94. The company has a market cap of $56.86 billion, a PE ratio of 57.24, a P/E/G ratio of 3.96 and a beta of 0.80.

Realty Income (NYSE:O) last issued its earnings results on Monday, November 3rd. The real estate investment trust reported $1.08 earnings per share 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 firm had revenue of $1.47 billion for the quarter, compared to analysts’ expectations of $1.35 billion. During the same quarter last year, the company earned $1.05 earnings per share. The firm’s revenue was up 10.5% compared to the same quarter last year. Realty Income has set its FY 2025 guidance at 4.250-4.270 EPS. On average, equities research analysts forecast that Realty Income Corporation will post 4.19 EPS for the current fiscal year.

Realty Income Dividend Announcement

The company also recently disclosed a monthly dividend, which will be paid on Friday, February 13th. Stockholders of record on Friday, January 30th will be given a dividend of $0.27 per share. This represents a c) annualized dividend and a dividend yield of 5.2%. The ex-dividend date of this dividend is Friday, January 30th. Realty Income’s payout ratio is 300.00%.

Key Stories Impacting Realty Income

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

• Positive Sentiment: Momentum: O has extended a multi-day rally, signaling fresh buyer interest and momentum-driven flows that can lift the share price in the short term. Realty Income extends rally for seventh straight session
• Positive Sentiment: Valuation & fundamentals: Analysis argues Realty Income’s setup looks improved after 2025 — high occupancy, resilient AFFO growth, 5%+ yield and a discounted P/AFFO multiple make it attractive to income investors. This supports continued inflows from dividend-focused funds. REITs Were Left Behind In 2025 – Why Realty Income’s Setup Now Looks Better
• Positive Sentiment: Portfolio diversification: A Zacks piece highlights O’s tenant, industry and geographic diversification as a stabilizer of cash flow and dividend reliability, reinforcing its appeal to conservative income investors. Can Realty Income’s Broad Reach Shield It and Drive Superior Returns?
• Neutral Sentiment: Upcoming earnings as catalyst: Coverage ahead of the Q4/earnings release notes analysts expect single-digit FFO growth — a catalyst that could move the stock either way depending on execution, guidance and AFFO trends. Investors should watch the print closely. What You Need to Know Ahead of Realty Income’s Earnings Release
• Neutral Sentiment: Steady-income narrative: Multiple retail-investor pieces (The Motley Fool and others) continue to position Realty Income as a steady monthly-dividend holding for income-focused portfolios, supporting demand from yield-seeking investors but not necessarily driving rapid re-ratings. Best Dividend Stock to Buy Right Now: Realty Income
• Negative Sentiment: Relative alternatives & competition: A Fool comparison suggests some investors may prefer REIT peers like Healthpeak for different risk/reward profiles, which could divert capital if investors hunt for higher growth or sector-specific exposure. Should You Forget Realty Income and Buy Healthpeak Properties Instead?

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.