DNB Asset Management AS Purchases 154,728 Shares of Realty Income Corporation $O

DNB Asset Management AS boosted its position in Realty Income Corporation (NYSE:O) by 91.7% during the 4th quarter, Holdings Channel.com reports. The fund owned 323,450 shares of the real estate investment trust’s stock after buying an additional 154,728 shares during the quarter. DNB Asset Management AS’s holdings in Realty Income were worth $18,233,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in O. Vanguard Group Inc. boosted its holdings in Realty Income by 2.5% in the third quarter. Vanguard Group Inc. now owns 149,730,338 shares of the real estate investment trust’s stock valued at $9,102,107,000 after acquiring an additional 3,594,127 shares during the last quarter. State Street Corp lifted its stake in Realty Income by 2.1% in the third quarter. State Street Corp now owns 63,028,892 shares of the real estate investment trust’s stock valued at $3,831,526,000 after buying an additional 1,295,936 shares during the period. Barclays PLC lifted its stake in Realty Income by 52.7% in the third quarter. Barclays PLC now owns 2,741,766 shares of the real estate investment trust’s stock valued at $166,672,000 after buying an additional 946,815 shares during the period. Aew Capital Management L P lifted its stake in Realty Income by 44.5% in the third quarter. Aew Capital Management L P now owns 2,139,078 shares of the real estate investment trust’s stock valued at $130,035,000 after buying an additional 658,910 shares during the period. Finally, Raymond James Financial Inc. lifted its stake in Realty Income by 5.8% in the second quarter. Raymond James Financial Inc. now owns 12,011,841 shares of the real estate investment trust’s stock valued at $692,002,000 after buying an additional 654,958 shares during the period. Institutional investors own 70.81% of the company’s stock.

Insiders Place Their Bets

In other Realty Income news, insider Michelle Bushore sold 7,400 shares of the company’s stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $62.42, for a total transaction of $461,908.00. Following the completion of the transaction, the insider owned 67,641 shares of the company’s stock, valued at $4,222,151.22. This represents a 9.86% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.10% of the stock is currently owned by company insiders.

Realty Income Stock Performance

Shares of O opened at $61.15 on Friday. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.56 and a current ratio of 1.56. Realty Income Corporation has a twelve month low of $54.64 and a twelve month high of $67.93. The firm’s 50 day moving average price is $62.99 and its two-hundred day moving average price is $60.86. The firm has a market cap of $57.02 billion, a P/E ratio of 50.12, a PEG ratio of 4.80 and a beta of 0.75.

Realty Income (NYSE:O) last announced 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 firm had revenue of $1.55 billion for the quarter, compared to analyst estimates of $1.39 billion. During the same quarter in the previous year, the firm posted $1.06 earnings per share. The business’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. On average, analysts forecast that Realty Income Corporation will post 4.45 EPS for the current fiscal year.

Realty Income Dividend Announcement

The company also recently declared a monthly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, May 29th will be given a dividend of $0.2705 per share. The ex-dividend date of this dividend is Friday, May 29th. This represents a c) dividend on an annualized basis and a yield of 5.3%. Realty Income’s dividend payout ratio is 266.39%.

Trending Headlines about Realty Income

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

• Positive Sentiment: Realty Income reported stronger-than-expected Q1 results, with AFFO per share rising 6.6% and revenue/investment activity supporting the outlook. Management also raised full-year investment guidance after deploying about $2.8 billion at a 7.1% yield, which points to healthy acquisition spread and continued growth. Article Title
• Positive Sentiment: The company reaffirmed its monthly dividend and declared its 671st consecutive payout of $0.2705 per share, reinforcing the appeal of Realty Income as an income stock with a long record of shareholder returns. Article Title
• Positive Sentiment: Realty Income also expanded its private capital platform, raising $1.7 billion of cornerstone capital for its U.S. Core Plus fund and adding new institutional partnerships. That broader capital base could improve deal flow and support growth over time. Article Title
• Neutral Sentiment: Analyst commentary remains mixed: one note argues the Q1 improvement and raised guidance are encouraging, but that growth is still modest, keeping the stock in a “buy vs. hold” debate rather than a clear breakout story. Article Title
• Negative Sentiment: Separate coverage noted that one analyst cut the price target to $66, suggesting some Wall Street skepticism about near-term upside despite the dividend strength and operational progress. Article Title

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on O shares. Evercore reissued a “positive” rating on shares of Realty Income in a research note on Wednesday, February 25th. Morgan Stanley set a $67.00 target price on Realty Income in a research note on Monday, April 27th. Weiss Ratings reissued a “hold (c+)” rating on shares of Realty Income in a research note on Friday, April 10th. Deutsche Bank Aktiengesellschaft raised Realty Income from a “hold” rating to a “buy” rating and set a $69.00 target price on the stock in a research note on Tuesday, January 20th. Finally, Cantor Fitzgerald increased their target price on Realty Income from $60.00 to $68.00 and gave the company a “neutral” rating in a research note on Friday, February 27th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $67.35.

Realty Income 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.