Hudson Edge Investment Partners Inc. Buys 21,919 Shares of Realty Income Corporation $O

Hudson Edge Investment Partners Inc. raised its stake in shares of Realty Income Corporation (NYSE:O) by 22.6% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 119,043 shares of the real estate investment trust’s stock after buying an additional 21,919 shares during the quarter. Hudson Edge Investment Partners Inc.’s holdings in Realty Income were worth $7,283,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Latitude Advisors LLC increased its holdings in shares of Realty Income by 31.7% during the first quarter. Latitude Advisors LLC now owns 5,949 shares of the real estate investment trust’s stock valued at $364,000 after acquiring an additional 1,433 shares in the last quarter. WBH Advisory Inc. bought a new position in Realty Income in the 1st quarter worth about $231,000. QRG Capital Management Inc. grew its position in Realty Income by 4.0% during the 1st quarter. QRG Capital Management Inc. now owns 74,782 shares of the real estate investment trust’s stock valued at $4,575,000 after purchasing an additional 2,869 shares during the last quarter. Hendershot Investments Inc. grew its position in Realty Income by 35.6% during the 1st quarter. Hendershot Investments Inc. now owns 7,696 shares of the real estate investment trust’s stock valued at $471,000 after purchasing an additional 2,021 shares during the last quarter. Finally, HB Wealth Management LLC increased its stake in Realty Income by 10.6% during the 1st quarter. HB Wealth Management LLC now owns 27,413 shares of the real estate investment trust’s stock valued at $1,677,000 after purchasing an additional 2,638 shares in the last quarter. 70.81% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several research analysts have issued reports on O shares. Scotiabank decreased their target price on shares of Realty Income from $72.00 to $67.00 and set a “sector outperform” rating for the company in a report on Thursday, June 18th. Mizuho cut their price target on shares of Realty Income from $68.00 to $66.00 and set a “neutral” rating on the stock in a report on Wednesday, May 13th. Weiss Ratings reissued a “hold (c+)” rating on shares of Realty Income in a research report on Friday, April 10th. Morgan Stanley set a $67.00 price objective on shares of Realty Income in a report on Monday, April 27th. Finally, Stifel Nicolaus set a $70.75 price objective on Realty Income in a research report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $66.77.

Realty Income Stock Performance

Shares of NYSE O opened at $63.77 on Friday. The firm’s 50-day moving average price is $62.00 and its 200-day moving average price is $61.92. The company has a quick ratio of 1.56, a current ratio of 1.56 and a debt-to-equity ratio of 0.72. The company has a market cap of $59.46 billion, a PE 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.

Realty Income (NYSE:O) last released its quarterly earnings data on Wednesday, May 6th. The real estate investment trust reported $1.13 earnings per share for the quarter, beating the consensus estimate 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 during the quarter, compared to analysts’ expectations of $1.39 billion. During the same period in the previous year, the company earned $1.06 earnings per share. The firm’s quarterly 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, analysts anticipate that Realty Income Corporation will post 4.45 EPS for the current year.

Realty Income Increases Dividend

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

Key Stories Impacting Realty Income

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

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.