Realty Income Corporation $O Shares Acquired by Handelsbanken Fonder AB

Handelsbanken Fonder AB increased its position in Realty Income Corporation (NYSE:O) by 3.2% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 504,446 shares of the real estate investment trust’s stock after purchasing an additional 15,756 shares during the period. Handelsbanken Fonder AB’s holdings in Realty Income were worth $30,665,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Heartwood Wealth Advisors LLC acquired a new position in Realty Income during the third quarter worth approximately $29,000. Strengthening Families & Communities LLC grew its position in shares of 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. Twin Peaks Wealth Advisors LLC acquired a new position in shares of Realty Income in the 2nd quarter valued at $31,000. Country Trust Bank raised its position in Realty Income by 806.5% in the 2nd quarter. Country Trust Bank now owns 562 shares of the real estate investment trust’s stock valued at $32,000 after purchasing an additional 500 shares during the last quarter. Finally, VSM Wealth Advisory LLC purchased a new stake in Realty Income in the 2nd quarter valued at $43,000. Hedge funds and other institutional investors own 70.81% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have commented on O shares. Wall Street Zen upgraded shares of Realty Income from a “sell” rating to a “hold” rating in a research note on Saturday. Barclays boosted their price target on Realty Income from $63.00 to $64.00 and gave the company an “equal weight” rating in a research report on Wednesday, December 3rd. Scotiabank raised Realty Income from a “sector perform” rating to a “sector outperform” rating and upped their price objective for the company from $60.00 to $67.00 in a research note on Friday, January 30th. JPMorgan Chase & Co. reiterated an “underweight” rating and issued a $61.00 target price on shares of Realty Income in a research note on Thursday, December 18th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Realty Income in a report on Monday, December 29th. Six analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $64.88.

Key Realty Income News

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

• Positive Sentiment: Realty Income announced an $8 billion 2026 investment plan (after ~$6.3B in 2025) to expand globally and access new capital — a growth pipeline that supports faster asset deployment and AFFO growth. Read More.
• Positive Sentiment: Q4 results showed revenue above expectations, steady AFFO and 98.9% occupancy; management set FY2026 EPS guidance — fundamentals that validate the growth plan and support income stability. Read More.
• Positive Sentiment: Short interest fell ~18.5% in February (to ~27.1M shares), reducing potential downward pressure from short-covering and signaling less bearish positioning. Read More.
• Positive Sentiment: Broker commentary is supportive: Royal Bank of Canada and Stifel commentary flagged upside potential, suggesting institutional analysts see further price appreciation. Read More. Read More.
• Neutral Sentiment: Cantor Fitzgerald raised its price target to $68 but kept a “neutral” rating — a modest endorsement that limits dramatic bullish re-rating. Read More.
• Neutral Sentiment: Media coverage highlights Realty Income’s long dividend track record and inclusion in dividend-stock roundups, which can sustain investor interest but are not new catalysts. Read More.
• Neutral Sentiment: Options and fund commentary show increased activity and attention (useful for near-term liquidity/volatility signals), but these are informational rather than directional. Read More.
• Negative Sentiment: Investors and analysts remain cautious about interest-rate risk and valuation—debate persists whether current multiple already prices in future rate moves; this caps near-term upside. Read More.

Realty Income Trading Up 0.8%

Shares of Realty Income stock opened at $67.11 on Friday. The company has a 50-day moving average of $61.21 and a two-hundred day moving average of $59.41. The stock has a market cap of $62.57 billion, a PE ratio of 57.36, a price-to-earnings-growth ratio of 3.97 and a beta of 0.79. The company has a current ratio of 1.40, a quick ratio of 1.53 and a debt-to-equity ratio of 0.72. Realty Income Corporation has a 12-month low of $50.71 and a 12-month high of $67.94.

Realty Income (NYSE:O) last released its quarterly earnings data on Tuesday, February 24th. The real estate investment trust reported $1.08 earnings per share for the quarter, meeting the consensus estimate of $1.08. The firm had revenue of $1.49 billion during the quarter, compared to the consensus estimate of $1.40 billion. Realty Income had a return on equity of 2.68% and a net margin of 18.41%.Realty Income’s quarterly revenue was up 11.0% on a year-over-year basis. During the same period last year, the business posted $1.05 EPS. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. On average, research analysts anticipate that Realty Income Corporation will post 4.19 EPS for the current fiscal year.

Realty Income Dividend Announcement

The firm also recently declared a monthly dividend, which will be paid on Friday, March 13th. Stockholders of record on Friday, February 27th will be given a $0.27 dividend. The ex-dividend date is Friday, February 27th. This represents a c) annualized dividend and a dividend yield of 4.8%. Realty Income’s dividend payout ratio is currently 276.92%.

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.