Realty Income Corporation $O Stock Position Raised by TD Asset Management Inc

TD Asset Management Inc raised its holdings in Realty Income Corporation (NYSE:O) by 4.0% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 442,280 shares of the real estate investment trust’s stock after acquiring an additional 17,054 shares during the quarter. TD Asset Management Inc’s holdings in Realty Income were worth $26,886,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the business. Vanguard Group Inc. boosted its holdings in Realty Income by 2.5% in the third quarter. Vanguard Group Inc. now owns 149,730,338 shares of the real estate investment trust’s stock worth $9,102,107,000 after purchasing an additional 3,594,127 shares in the last quarter. State Street Corp boosted its stake in shares of Realty Income by 1.1% during the 2nd quarter. State Street Corp now owns 61,732,956 shares of the real estate investment trust’s stock worth $3,556,436,000 after acquiring an additional 676,697 shares in the last quarter. Geode Capital Management LLC increased its holdings in shares of Realty Income by 8.3% during the 2nd quarter. Geode Capital Management LLC now owns 26,979,134 shares of the real estate investment trust’s stock valued at $1,548,687,000 after acquiring an additional 2,058,031 shares during the last quarter. Raymond James Financial Inc. raised its stake in shares of Realty Income by 5.8% in the 2nd quarter. Raymond James Financial Inc. now owns 12,011,841 shares of the real estate investment trust’s stock valued at $692,002,000 after acquiring an additional 654,958 shares in the last quarter. Finally, Norges Bank acquired a new stake in Realty Income in the 2nd quarter worth approximately $676,500,000. Institutional investors and hedge funds own 70.81% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have commented on O. Wall Street Zen upgraded Realty Income from a “sell” rating to a “hold” rating in a report on Saturday. Morgan Stanley raised their target price on shares of Realty Income from $62.00 to $65.00 and gave the company an “equal weight” rating in a research note on Wednesday, December 24th. Evercore reissued a “positive” rating on shares of Realty Income in a research report on Wednesday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Realty Income in a research report on Monday, December 29th. Finally, Mizuho dropped their price objective on Realty Income from $63.00 to $60.00 and set a “neutral” rating on the stock in a research note on Wednesday, December 17th. Six equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $64.88.

Realty Income Stock Up 0.8%

O stock opened at $67.11 on Friday. Realty Income Corporation has a twelve month low of $50.71 and a twelve month high of $67.94. The company has a quick ratio of 1.53, a current ratio of 1.40 and a debt-to-equity ratio of 0.72. The company has a market cap of $62.57 billion, a PE ratio of 57.36, a price-to-earnings-growth ratio of 3.99 and a beta of 0.79. The business’s 50-day simple moving average is $61.21 and its 200 day simple moving average is $59.42.

Realty Income (NYSE:O) last issued its earnings results 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. Realty Income had a net margin of 18.41% and a return on equity of 2.68%. The business had revenue of $1.49 billion for the quarter, compared to analyst estimates of $1.40 billion. During the same period 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. On average, research analysts anticipate that Realty Income Corporation will post 4.19 earnings per share for the current year.

Realty Income Announces Dividend

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

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 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.