LM Advisors LLC Makes New Investment in Realty Income Corporation $O

LM Advisors LLC bought a new stake in shares of Realty Income Corporation (NYSE:O) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 15,883 shares of the real estate investment trust’s stock, valued at approximately $992,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Dunhill Financial LLC acquired a new position in shares of Realty Income during the 2nd quarter valued at about $27,000. EFG International AG bought a new position in shares of Realty Income in the 4th quarter valued at approximately $26,000. Evolution Wealth Management Inc. lifted its holdings in Realty Income by 257.1% in the 4th quarter. Evolution Wealth Management Inc. now owns 500 shares of the real estate investment trust’s stock worth $28,000 after purchasing an additional 360 shares during the last quarter. Quattro Advisors LLC bought a new stake in Realty Income during the fourth quarter worth approximately $29,000. Finally, Sankala Group LLC bought a new stake in Realty Income during the fourth quarter worth approximately $32,000. Institutional investors and hedge funds own 70.81% of the company’s stock.

Realty Income Stock Down 0.9%

O opened at $62.61 on Friday. The business has a 50 day moving average of $63.18 and a 200-day moving average of $63.16. The stock has a market capitalization of $59.24 billion, a price-to-earnings ratio of 45.70, a P/E/G ratio of 4.44 and a beta of 0.71. The company has a current ratio of 5.88, a quick ratio of 5.88 and a debt-to-equity ratio of 0.73. Realty Income Corporation has a 1-year low of $55.86 and a 1-year high of $67.93.

Realty Income (NYSE:O) last announced its earnings results on Wednesday, August 5th. The real estate investment trust reported $1.09 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $1.09. The business had revenue of $1.55 billion for the quarter, compared to analyst estimates of $1.40 billion. Realty Income had a net margin of 20.93% and a return on equity of 3.12%. Realty Income’s revenue was up 9.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.05 earnings per share. Realty Income has set its FY 2026 guidance at 4.440-4.450 EPS. As a group, sell-side analysts anticipate that Realty Income Corporation will post 4.43 earnings per share for the current year.

Realty Income Dividend Announcement

The business also recently disclosed a monthly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st will be issued a dividend of $0.271 per share. The ex-dividend date is Monday, August 31st. This represents a c) annualized dividend and a dividend yield of 5.2%. Realty Income’s payout ratio is presently 237.23%.

More Realty Income News

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

• Positive Sentiment: Realty Income is being highlighted as a leading dividend stock because it combines a roughly 5.2% yield with monthly dividend payments and the potential for continued growth. Why I Think the Best Dividend Stock Isn’t a Tech Name: It’s Realty Income
• Positive Sentiment: Recent articles emphasize Realty Income’s recurring rental income, monthly distributions and suitability for investors seeking dependable passive income. The stock would require comparatively less capital than many equities to generate $1,000 in annual dividends. Passive Income: How Much Would You Need to Invest in Realty Income Stock
• Positive Sentiment: Coverage points to Realty Income’s European expansion as a long-term growth engine, potentially adding diversification and supporting future cash-flow growth alongside its U.S. portfolio. Realty Income: European Growth Engine Backs This Monthly Dividend Payer
• Positive Sentiment: Analyst sentiment remains favorable, with Realty Income receiving an average “Moderate Buy” recommendation. Realty Income Given Average Recommendation of Moderate Buy
• Neutral Sentiment: Recent commentary also says Realty Income has outperformed several retail real estate peers in 2026 and that its latest results support its status as an income-focused pick. The company recently met quarterly earnings expectations and reported strong revenue growth, reinforcing the positive narrative.
• Negative Sentiment: The articles provide little evidence of a new, near-term earnings or operational catalyst. With Realty Income trading at a relatively high earnings multiple, investors may be weighing its attractive income profile against valuation and the typical interest-rate sensitivity of REITs.

Analysts Set New Price Targets

O has been the topic of several analyst reports. Freedom Capital upgraded Realty Income from a “hold” rating to a “strong-buy” rating in a report on Monday, May 11th. Robert W. Baird upped their price objective on shares of Realty Income from $64.00 to $65.00 and gave the stock a “neutral” rating in a report on Monday, July 6th. Stifel Nicolaus set a $70.75 target price on shares of Realty Income in a research note on Tuesday, June 30th. Wells Fargo & Company lifted their target price on shares of Realty Income from $64.00 to $65.00 and gave the stock an “equal weight” rating in a report on Wednesday, July 15th. Finally, Royal Bank Of Canada cut their target price on shares of Realty Income from $71.00 to $70.00 and set an “outperform” rating for the company in a research report on Friday, August 7th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $67.42.

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.