Handelsbanken Fonder AB Raises Position in Realty Income Corporation $O

Handelsbanken Fonder AB boosted its position in shares of Realty Income Corporation (NYSE:O) by 3.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 504,446 shares of the real estate investment trust’s stock after buying an additional 15,756 shares during the period. Handelsbanken Fonder AB owned 0.05% of Realty Income worth $30,665,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in O. State Street Corp raised its stake in shares of Realty Income by 1.1% in the 2nd quarter. State Street Corp now owns 61,732,956 shares of the real estate investment trust’s stock valued at $3,556,436,000 after acquiring an additional 676,697 shares during the period. OLD National Bancorp IN purchased a new position in shares of Realty Income during the 3rd quarter worth approximately $3,391,000. ProShare Advisors LLC increased its holdings in Realty Income by 5.3% in the 3rd quarter. ProShare Advisors LLC now owns 3,067,894 shares of the real estate investment trust’s stock valued at $186,497,000 after purchasing an additional 155,677 shares during the last quarter. Federated Hermes Inc. raised its position in Realty Income by 13.1% in the second quarter. Federated Hermes Inc. now owns 2,669,031 shares of the real estate investment trust’s stock valued at $153,763,000 after purchasing an additional 309,902 shares during the period. Finally, Bank of New York Mellon Corp lifted its stake in Realty Income by 1.5% during the second quarter. Bank of New York Mellon Corp now owns 5,813,174 shares of the real estate investment trust’s stock worth $334,897,000 after purchasing an additional 84,066 shares in the last quarter. Institutional investors and hedge funds own 70.81% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on O shares. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Realty Income in a research note on Monday, December 29th. Morgan Stanley raised their target price on Realty Income from $62.00 to $65.00 and gave the company an “equal weight” rating in a report on Wednesday, December 24th. JPMorgan Chase & Co. reaffirmed an “underweight” rating and issued a $61.00 target price on shares of Realty Income in a research report on Thursday, December 18th. Wall Street Zen raised shares of Realty Income from a “sell” rating to a “hold” rating in a research report on Saturday. Finally, Scotiabank raised 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 note on Friday, January 30th. Six research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Realty Income has an average rating of “Hold” and a consensus price target of $64.88.

Realty Income Stock Up 0.8%

Shares of NYSE O opened at $67.11 on Friday. The business has a 50-day moving average of $61.21 and a two-hundred day moving average of $59.41. The company has a market capitalization of $62.57 billion, a price-to-earnings ratio of 57.36, a price-to-earnings-growth ratio of 3.97 and a beta of 0.79. Realty Income Corporation has a 1 year low of $50.71 and a 1 year high of $67.94. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.40 and a quick ratio of 1.53.

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, hitting the consensus estimate of $1.08. The business had revenue of $1.49 billion for the quarter, compared to analyst estimates of $1.40 billion. Realty Income had a return on equity of 2.68% and a net margin of 18.41%.The business’s quarterly revenue was up 11.0% on a year-over-year basis. During the same quarter last year, the company earned $1.05 EPS. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. On average, analysts forecast that Realty Income Corporation will post 4.19 earnings per share for the current fiscal year.

Realty Income Announces Dividend

The business also recently announced a monthly dividend, which will be paid on Friday, March 13th. Stockholders of record on Friday, February 27th will be issued 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 presently 276.92%.

Realty Income News Summary

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.