Realty Income (NYSE:O) Given New $70.50 Price Target at Stifel Nicolaus

Realty Income (NYSE:O) had its target price lifted by equities researchers at Stifel Nicolaus from $67.75 to $70.50 in a research note issued to investors on Wednesday, Marketbeat.com reports. The firm currently has a “buy” rating on the real estate investment trust’s stock. Stifel Nicolaus’ price target suggests a potential upside of 6.08% from the stock’s previous close.

O has been the subject of a number of other reports. Royal Bank Of Canada raised their target price on Realty Income from $60.00 to $61.00 and gave the company an “outperform” rating in a research note on Tuesday, November 4th. Wells Fargo & Company increased their price objective on shares of Realty Income from $59.00 to $60.00 and gave the stock an “equal weight” rating in a report on Tuesday, November 25th. Wall Street Zen cut shares of Realty Income from a “hold” rating to a “sell” rating in a research report on Tuesday, February 3rd. Scotiabank raised shares of Realty Income from a “sector perform” rating to a “sector outperform” rating and boosted their target price for the stock from $60.00 to $67.00 in a research note on Friday, January 30th. Finally, Cantor Fitzgerald reduced their target price on shares of Realty Income from $64.00 to $60.00 and set a “neutral” rating on the stock in a research report on Thursday, November 6th. Five investment 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 currently has an average rating of “Hold” and a consensus target price of $64.27.

Realty Income Stock Performance

NYSE:O opened at $66.46 on Wednesday. The stock has a market capitalization of $61.14 billion, a P/E ratio of 61.54, a price-to-earnings-growth ratio of 3.94 and a beta of 0.79. The company has a current ratio of 1.53, a quick ratio of 1.53 and a debt-to-equity ratio of 0.72. Realty Income has a 1 year low of $50.71 and a 1 year high of $67.15. The firm has a 50 day moving average of $60.64 and a 200-day moving average of $59.25.

Realty Income (NYSE:O) last released 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 return on equity of 2.45% and a net margin of 17.17%.The business had revenue of $1.40 billion for the quarter, compared to the consensus estimate of $1.39 billion. During the same quarter last year, the company earned $1.05 earnings per share. 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. As a group, sell-side analysts anticipate that Realty Income will post 4.19 EPS for the current fiscal year.

Institutional Trading of Realty Income

A number of institutional investors have recently bought and sold shares of the business. Stance Capital LLC acquired a new position in shares of Realty Income in the 3rd quarter valued at $27,000. EFG International AG acquired a new stake in shares of Realty Income during the fourth quarter worth $26,000. Heartwood Wealth Advisors LLC bought a new stake in Realty Income in the third quarter valued at about $29,000. Strengthening Families & Communities LLC lifted its stake in Realty Income by 586.1% in the third quarter. Strengthening Families & Communities LLC now owns 494 shares of the real estate investment trust’s stock valued at $30,000 after buying an additional 422 shares during the period. Finally, Evolution Wealth Management Inc. boosted its holdings 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 worth $28,000 after buying an additional 360 shares during the last quarter. Institutional investors and hedge funds own 70.81% of the company’s stock.

More Realty Income News

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.