Lasalle Investment Management Securities LLC Has $88.24 Million Holdings in Realty Income Corporation $O

Lasalle Investment Management Securities LLC reduced its holdings in Realty Income Corporation (NYSE:O) by 29.3% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,451,542 shares of the real estate investment trust’s stock after selling 601,774 shares during the quarter. Realty Income comprises 3.5% of Lasalle Investment Management Securities LLC’s portfolio, making the stock its 12th biggest holding. Lasalle Investment Management Securities LLC owned approximately 0.16% of Realty Income worth $88,239,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Brighton Jones LLC lifted its stake in shares of Realty Income by 11.2% in the fourth quarter. Brighton Jones LLC now owns 6,101 shares of the real estate investment trust’s stock valued at $326,000 after buying an additional 615 shares during the period. Bison Wealth LLC bought a new position in Realty Income during the fourth quarter valued at about $571,000. Empowered Funds LLC raised its holdings in Realty Income by 8.0% in the 1st quarter. Empowered Funds LLC now owns 18,029 shares of the real estate investment trust’s stock valued at $1,041,000 after acquiring an additional 1,330 shares in the last quarter. Woodline Partners LP lifted its position in shares of Realty Income by 41.3% in the 1st quarter. Woodline Partners LP now owns 73,942 shares of the real estate investment trust’s stock worth $4,289,000 after acquiring an additional 21,603 shares during the period. Finally, Intech Investment Management LLC grew its holdings in shares of Realty Income by 14.9% during the 1st quarter. Intech Investment Management LLC now owns 25,401 shares of the real estate investment trust’s stock worth $1,474,000 after purchasing an additional 3,290 shares in the last quarter. Institutional investors and hedge funds own 70.81% of the company’s stock.

Realty Income Stock Up 0.8%

Shares of NYSE O opened at $67.11 on Friday. The firm has a 50 day moving average price of $61.21 and a 200 day moving average price of $59.42. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.53 and a current ratio of 1.40. The stock has a market cap of $62.57 billion, a P/E ratio of 57.36, a P/E/G ratio of 3.99 and a beta of 0.79. Realty Income Corporation has a 52-week low of $50.71 and a 52-week high of $67.94.

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

Realty Income Announces Dividend

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

Analysts Set New Price Targets

O has been the subject of several research reports. Mizuho reduced their target price on Realty Income from $63.00 to $60.00 and set a “neutral” rating for the company in a research report on Wednesday, December 17th. Stifel Nicolaus increased their target price on shares of Realty Income from $67.75 to $70.50 and gave the stock a “buy” rating in a research report on Wednesday. JPMorgan Chase & Co. reaffirmed an “underweight” rating and set a $61.00 price target on shares of Realty Income in a report on Thursday, December 18th. Scotiabank upgraded shares of Realty Income from a “sector perform” rating to a “sector outperform” rating and raised their price objective for the company from $60.00 to $67.00 in a research report on Friday, January 30th. Finally, Barclays boosted their target price on Realty Income from $63.00 to $64.00 and gave the stock an “equal weight” rating in a research report on Wednesday, December 3rd. Six research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $64.88.

More 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 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.