MGO One Seven LLC Increases Holdings in Realty Income Corporation $O

MGO One Seven LLC increased its position in Realty Income Corporation (NYSE:O) by 9.9% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 162,150 shares of the real estate investment trust’s stock after buying an additional 14,617 shares during the quarter. MGO One Seven LLC’s holdings in Realty Income were worth $9,140,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also bought and sold shares of O. Stance Capital LLC purchased a new position in shares of Realty Income during the third quarter worth approximately $27,000. Strengthening Families & Communities LLC boosted its stake in shares of Realty Income by 586.1% in the 3rd quarter. Strengthening Families & Communities LLC now owns 494 shares of the real estate investment trust’s stock valued at $30,000 after purchasing an additional 422 shares in the last quarter. Ameriflex Group Inc. boosted its stake in shares of Realty Income by 68.7% in the 3rd quarter. Ameriflex Group Inc. now owns 528 shares of the real estate investment trust’s stock valued at $32,000 after purchasing an additional 215 shares in the last quarter. FNY Investment Advisers LLC grew its holdings in shares of Realty Income by 622.2% during the 4th quarter. FNY Investment Advisers LLC now owns 650 shares of the real estate investment trust’s stock valued at $36,000 after purchasing an additional 560 shares during the last quarter. Finally, Maseco LLP bought a new position in shares of Realty Income during the 4th quarter valued at $43,000. Hedge funds and other institutional investors own 70.81% of the company’s stock.

Realty Income Trading Down 3.0%

NYSE:O opened at $62.09 on Friday. The firm has a market capitalization of $57.89 billion, a P/E ratio of 50.89, a P/E/G ratio of 4.33 and a beta of 0.75. The company has a quick ratio of 1.40, a current ratio of 1.40 and a debt-to-equity ratio of 0.72. The company has a fifty day moving average of $63.55 and a 200 day moving average of $60.79. Realty Income Corporation has a 52 week low of $54.38 and a 52 week high of $67.93.

Realty Income (NYSE:O) last announced its quarterly earnings results on Wednesday, May 6th. The real estate investment trust reported $1.13 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.10 by $0.03. Realty Income had a net margin of 18.94% and a return on equity of 2.83%. The business had revenue of $1.55 billion for the quarter, compared to analyst estimates of $1.39 billion. During the same quarter last year, the firm earned $1.06 EPS. The company’s revenue was up 12.2% on a year-over-year basis. Realty Income has set its FY 2026 guidance at 4.410-4.440 EPS. On average, research analysts predict that Realty Income Corporation will post 4.45 earnings per share for the current year.

Realty Income Announces Dividend

The firm also recently announced a monthly dividend, which will be paid on Friday, May 15th. Investors of record on Thursday, April 30th will be paid a $0.2705 dividend. The ex-dividend date of this dividend is Thursday, April 30th. This represents a c) annualized dividend and a dividend yield of 5.2%. Realty Income’s dividend payout ratio (DPR) is presently 265.57%.

Insider Transactions at Realty Income

In other Realty Income news, insider Michelle Bushore sold 7,400 shares of the company’s stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $62.42, for a total transaction of $461,908.00. Following the completion of the transaction, the insider owned 67,641 shares of the company’s stock, valued at $4,222,151.22. This represents a 9.86% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 0.10% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several analysts have weighed in on O shares. Royal Bank Of Canada boosted their price target on shares of Realty Income from $70.00 to $71.00 and gave the stock an “outperform” rating in a research note on Thursday. Barclays raised their price objective on Realty Income from $65.00 to $68.00 and gave the company an “equal weight” rating in a research note on Tuesday, April 21st. Deutsche Bank Aktiengesellschaft upgraded Realty Income from a “hold” rating to a “buy” rating and set a $69.00 price objective on the stock in a report on Tuesday, January 20th. Scotiabank boosted their target price on Realty Income from $67.00 to $69.00 and gave the company a “sector outperform” rating in a research note on Wednesday, March 11th. Finally, Loop Capital set a $69.00 price target on Realty Income in a research report on Monday, March 2nd. Six research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $67.27.

Key Realty Income News

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

• Positive Sentiment: Q1 operating beat and active deployment — Realty Income reported FFO/AFFO and revenue above estimates, delivered 98.9% occupancy, and invested about $2.8B in Q1 at attractive initial yields; management raised AFFO guidance for 2026. MarketBeat Q1 report & slides
• Positive Sentiment: Upsized investment plan and private capital expansion — Realty Income increased its 2026 investment-volume target (now targeting ~$9.5B) and announced private-capital partnerships (Apollo, GIC, US Core Plus Fund) to scale deal flow and fee-bearing channels. Yahoo Finance: Higher AFFO guidance & private capital
• Positive Sentiment: Analyst upgrade — RBC Capital raised its price target to $71 and set an Outperform rating, implying meaningful upside from current levels and providing support for the stock. TickerReport: RBC raises price target
• Neutral Sentiment: Dividend narrative and retail coverage — Numerous outlets and dividend-focused pieces cite Realty Income as a core monthly-income holding; helpful for retail demand but not immediately catalytic. Fool: Dividend income piece
• Neutral Sentiment: Comparative coverage — Articles comparing Realty Income to higher-yield, riskier REITs (e.g., AGNC) underline Realty’s steadiness but also highlight yield trade-offs for income investors. 247WallSt: Realty Income vs AGNC
• Negative Sentiment: Slight miss vs. EPS consensus on FY guidance — Realty Income set FY 2026 EPS guidance of $4.41–$4.44, a touch below the Street’s $4.45 consensus, prompting some sell-side caution and headlines about a “disappointing” guide despite AFFO strength. Seeking Alpha: Guidance disappoints

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.