Realty Income (NYSE:O – Get Free Report) had its price target upped by equities researchers at Royal Bank Of Canada from $61.00 to $70.00 in a research report issued on Wednesday, Marketbeat.com reports. The brokerage currently has an “outperform” rating on the real estate investment trust’s stock. Royal Bank Of Canada’s target price suggests a potential upside of 5.33% from the company’s current price.
Several other equities analysts have also recently issued reports on O. Barclays boosted their target price on Realty Income from $63.00 to $64.00 and gave the company an “equal weight” rating in a research note on Wednesday, December 3rd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Realty Income in a report on Monday, December 29th. Deutsche Bank Aktiengesellschaft upgraded shares of Realty Income from a “hold” rating to a “buy” rating and set a $69.00 price target for the company in a research report on Tuesday, January 20th. Wall Street Zen downgraded shares of Realty Income from a “hold” rating to a “sell” rating in a research report on Tuesday, February 3rd. Finally, Stifel Nicolaus upped their price objective on Realty Income from $67.75 to $70.50 and gave the stock a “buy” rating in a research note on Wednesday. Five analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $64.27.
Read Our Latest Stock Analysis on O
Realty Income Stock Performance
Realty Income (NYSE:O – Get Free Report) last posted its quarterly earnings results on Tuesday, February 24th. The real estate investment trust reported $0.32 EPS for the quarter, missing analysts’ consensus estimates of $1.08 by ($0.76). Realty Income had a net margin of 17.17% and a return on equity of 2.45%. The firm had revenue of $1.40 billion for the quarter, compared to the consensus estimate of $1.39 billion. During the same quarter in the prior year, the company earned $1.05 earnings per share. The company’s quarterly revenue was up 11.0% compared to the same quarter last year. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. Equities research analysts predict that Realty Income will post 4.19 earnings per share for the current year.
Hedge Funds Weigh In On Realty Income
Institutional investors have recently bought and sold shares of the business. Stance Capital LLC purchased a new stake in shares of Realty Income during the 3rd quarter valued at about $27,000. EFG International AG purchased a new position in Realty Income in the fourth quarter worth about $26,000. Heartwood Wealth Advisors LLC purchased a new position in Realty Income in the third quarter worth about $29,000. Strengthening Families & Communities LLC increased its stake in Realty Income by 586.1% during the third quarter. Strengthening Families & Communities LLC now owns 494 shares of the real estate investment trust’s stock worth $30,000 after acquiring an additional 422 shares during the last quarter. Finally, Evolution Wealth Management Inc. raised its position in Realty Income by 257.1% during the fourth quarter. Evolution Wealth Management Inc. now owns 500 shares of the real estate investment trust’s stock valued at $28,000 after purchasing an additional 360 shares during the period. Institutional investors own 70.81% of the company’s stock.
Key Headlines Impacting Realty Income
Here are the key news stories impacting Realty Income this week:
- Positive Sentiment: Management is pushing growth and diversification — Realty Income is targeting approximately $8 billion of investments in 2026 and expanding global partnerships and fee-based asset-management activities, which could drive long-term fee revenue and geographic diversification. Realty Income targets $8B in 2026 investments while expanding global partnerships
- Positive Sentiment: Portfolio stability: Q4 showed strong occupancy and rent-recapture rates and FFO of $1.08 — in line with estimates — supporting dividend coverage and the company’s “Monthly Dividend” thesis. Realty Income Corp (O) Q4 2025 Earnings Call Highlights
- Neutral Sentiment: Morgan Stanley kept a Hold rating and a $65 price target, signaling limited near-term upside despite solid fundamentals. Realty Income: Solid Fundamentals and Funding Flexibility But Limited Near-Term Upside Support Hold Rating
- Neutral Sentiment: Management updated FY‑2026 guidance (EPS range provided), which some read as ambitious vs. parts of the market; analysts are parsing EPS vs. FFO differences as they model 2026 results. (See company operating results and slide deck for details.)
- Negative Sentiment: GAAP EPS missed expectations sharply — reported $0.32 vs. the $1.08 consensus — an immediate negative catalyst that pressured sentiment despite FFO parity. Realty Income Q4 earnings / transcript
- Negative Sentiment: Guidance/FFO concerns — several outlets flagged that Realty Income forecasted annual FFO below some Street expectations citing slowing demand and higher property-management costs, which reduces near-term earnings visibility. Realty Income forecasts annual FFO below estimates on slowing demand, higher costs
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.
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