Brokerages Set Realty Income Corporation (NYSE:O) Target Price at $64.27

Realty Income Corporation (NYSE:O) has been assigned an average rating of “Hold” from the fifteen ratings firms that are covering the firm, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell recommendation, eight have issued a hold recommendation and six have given a buy recommendation to the company. The average 12-month price objective among brokerages that have issued ratings on the stock in the last year is $64.8846.

O has been the topic of a number of research analyst reports. Weiss Ratings reissued a “hold (c)” rating on shares of Realty Income in a report on Monday, December 29th. Royal Bank Of Canada lifted their price target on shares of Realty Income from $61.00 to $70.00 and gave the stock an “outperform” rating in a research note on Wednesday, February 25th. Mizuho decreased their price objective on shares of Realty Income from $63.00 to $60.00 and set a “neutral” rating for the company in a research note on Wednesday, December 17th. Wall Street Zen raised Realty Income from a “sell” rating to a “hold” rating in a report on Saturday. Finally, Evercore reissued a “positive” rating on shares of Realty Income in a report on Wednesday.

Hedge Funds Weigh In On Realty Income

Institutional investors have recently modified their holdings of the business. EFG International AG acquired a new position in Realty Income in the 4th quarter valued at about $26,000. Stance Capital LLC purchased a new position in Realty Income in the 3rd quarter valued at $27,000. Evolution Wealth Management Inc. increased its stake in Realty Income by 257.1% in the 4th quarter. Evolution Wealth Management Inc. now owns 500 shares of the real estate investment trust’s stock valued at $28,000 after buying an additional 360 shares during the period. Heartwood Wealth Advisors LLC purchased a new position in Realty Income during the 3rd quarter worth $29,000. Finally, Quattro Advisors LLC acquired a new stake in shares of Realty Income in the 4th quarter worth $29,000. 70.81% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Realty Income

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 Trading Up 0.8%

NYSE:O opened at $67.11 on Friday. Realty Income has a 1 year low of $50.71 and a 1 year high of $67.94. 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 0.77. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.40 and a current ratio of 1.40. The stock has a 50-day simple moving average of $61.21 and a 200-day simple moving average of $59.43.

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. As a group, analysts anticipate that Realty Income will post 4.19 earnings per share for the current fiscal year.

Realty Income Dividend Announcement

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

About Realty Income

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.