9,758 Shares in Realty Income Corporation $O Acquired by First National Bank of Omaha

First National Bank of Omaha bought a new position in Realty Income Corporation (NYSE:O) in the second quarter, HoldingsChannel.com reports. The fund bought 9,758 shares of the real estate investment trust’s stock, valued at approximately $615,000.

A number of other hedge funds have also added to or reduced their stakes in O. DGS Capital Management LLC boosted its stake in shares of Realty Income by 4.3% in the 4th quarter. DGS Capital Management LLC now owns 3,836 shares of the real estate investment trust’s stock worth $216,000 after buying an additional 158 shares during the last quarter. Tactive Advisors LLC increased its position in Realty Income by 1.8% during the second quarter. Tactive Advisors LLC now owns 9,239 shares of the real estate investment trust’s stock valued at $572,000 after acquiring an additional 163 shares during the last quarter. Patrick M Sweeney & Associates Inc. increased its position in Realty Income by 4.5% during the fourth quarter. Patrick M Sweeney & Associates Inc. now owns 3,801 shares of the real estate investment trust’s stock valued at $214,000 after acquiring an additional 164 shares during the last quarter. CYBER HORNET ETFs LLC lifted its holdings in Realty Income by 7.4% in the fourth quarter. CYBER HORNET ETFs LLC now owns 2,417 shares of the real estate investment trust’s stock valued at $136,000 after acquiring an additional 166 shares during the period. Finally, Sage Private Wealth Group LLC lifted its holdings in Realty Income by 2.2% in the fourth quarter. Sage Private Wealth Group LLC now owns 7,844 shares of the real estate investment trust’s stock valued at $442,000 after acquiring an additional 170 shares during the period. 70.81% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities research analysts have issued reports on O shares. Barclays cut their price target on Realty Income from $68.00 to $67.00 and set an “equal weight” rating for the company in a research note on Wednesday, July 22nd. Wells Fargo & Company increased their price objective on shares of Realty Income from $64.00 to $65.00 and gave the stock an “equal weight” rating in a research note on Wednesday, July 15th. Jefferies Financial Group assumed coverage on shares of Realty Income in a report on Monday, June 1st. They issued a “buy” rating and a $69.00 price objective on the stock. Robert W. Baird boosted their target price on shares of Realty Income from $64.00 to $65.00 and gave the company a “neutral” rating in a research report on Monday, July 6th. Finally, Scotiabank reduced their target price on shares of Realty Income from $72.00 to $67.00 and set a “sector outperform” rating for the company in a report on Thursday, June 18th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $67.42.

Key Stories Impacting Realty Income

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

• Positive Sentiment: Data centers could become a major growth catalyst. Recent analysis highlights Realty Income’s push into data-center real estate as a potentially scalable business line that could diversify the company beyond traditional net-lease properties. The strategy may improve long-term growth prospects if Realty Income can secure attractive assets and customers. Realty Income: Data Center Vertical A Major Catalyst Now
• Positive Sentiment: Realty Income declared its 674th consecutive monthly dividend. The $0.2710-per-share payment is scheduled for September 15, 2026, for shareholders of record on August 31. The annualized payout is $3.252 per share, implying a yield of approximately 5.2% based on the recent share price. The long record of uninterrupted monthly payments supports the stock’s reputation as an income investment. Realty Income Announces 674th Consecutive Common Stock Monthly Dividend
• Positive Sentiment: Long-term payout growth remains a key attraction. Coverage notes that Realty Income has increased its distribution for 31 consecutive years, while monthly payments provide regular cash flow and allow investors to reinvest more frequently. Realty Income Yields 5.2%. Here’s Why the Payout Keeps Growing.
• Neutral Sentiment: The data-center expansion could require significant investment and successful execution, making the expected growth opportunity longer term rather than an immediate earnings catalyst. The stock’s ex-dividend date is August 31, so the share price may adjust around that date.

Realty Income Price Performance

NYSE O opened at $63.00 on Thursday. The business’s fifty day moving average is $63.16 and its 200 day moving average is $63.15. Realty Income Corporation has a fifty-two week low of $55.86 and a fifty-two week high of $67.93. The company has a debt-to-equity ratio of 0.73, a quick ratio of 5.88 and a current ratio of 5.88. The company has a market capitalization of $59.61 billion, a PE ratio of 45.99, a price-to-earnings-growth ratio of 4.42 and a beta of 0.71.

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

Realty Income Dividend Announcement

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

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.