USS Investment Management Ltd Grows Position in Realty Income Corporation $O

USS Investment Management Ltd grew its holdings in shares of Realty Income Corporation (NYSE:O) by 5.7% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 187,856 shares of the real estate investment trust’s stock after acquiring an additional 10,126 shares during the quarter. USS Investment Management Ltd’s holdings in Realty Income were worth $11,490,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of O. EFG International AG bought a new position in shares of Realty Income in the fourth quarter worth approximately $26,000. Stance Capital LLC purchased a new position in Realty Income in the 3rd quarter worth approximately $27,000. Evolution Wealth Management Inc. increased its holdings in shares of 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 worth $28,000 after buying an additional 360 shares during the last quarter. Quattro Advisors LLC bought a new position in shares of Realty Income in the 4th quarter worth $29,000. Finally, Ameriflex Group Inc. increased its holdings 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 worth $32,000 after buying an additional 215 shares during the last quarter. Hedge funds and other institutional investors own 70.81% of the company’s stock.

Realty Income Trading Down 0.1%

O stock opened at $61.89 on Thursday. The company has a market capitalization of $57.71 billion, a PE ratio of 50.73, a price-to-earnings-growth ratio of 4.84 and a beta of 0.72. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.56 and a current ratio of 1.56. Realty Income Corporation has a one year low of $55.86 and a one year high of $67.93. The company’s 50 day moving average price is $62.00 and its two-hundred day moving average price is $61.86.

Realty Income (NYSE:O) last announced its quarterly earnings data on Wednesday, May 6th. The real estate investment trust reported $1.13 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.10 by $0.03. Realty Income had a net margin of 18.94% and a return on equity of 2.80%. The company had revenue of $1.55 billion during the quarter, compared to analysts’ expectations of $1.39 billion. During the same quarter in the prior year, the company earned $1.06 EPS. The firm’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. As a group, analysts predict that Realty Income Corporation will post 4.45 earnings per share for the current fiscal year.

Realty Income Increases Dividend

The firm also recently declared a monthly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th will be given a dividend of $0.271 per share. The ex-dividend date is Tuesday, June 30th. This is a positive change from Realty Income’s previous monthly dividend of $0.27. This represents a c) annualized dividend and a yield of 5.3%. Realty Income’s dividend payout ratio (DPR) is currently 266.39%.

Key Stories Impacting Realty Income

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

• Positive Sentiment: Realty Income’s new data-center joint venture could expand its growth runway and add exposure to a high-demand digital infrastructure market.
• Positive Sentiment: The JV starts with more than $6 billion in seed assets and is designed around long-duration leases to investment-grade tenants, which may support stable income growth.
• Neutral Sentiment: The company announced that it will report second-quarter 2026 earnings on August 5, keeping investors focused on upcoming operating results.
• Neutral Sentiment: Recent articles highlighted Realty Income as a dividend stock to watch, but these mentions are not likely to materially move the shares on their own.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on O shares. Mizuho dropped their price objective on shares of Realty Income from $68.00 to $66.00 and set a “neutral” rating for the company in a report on Wednesday, May 13th. Morgan Stanley set a $67.00 target price on Realty Income in a research note on Monday, April 27th. Stifel Nicolaus set a $70.75 price target on Realty Income in a research report on Tuesday. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Realty Income in a research note on Friday, April 10th. Finally, Barclays upped their price objective on Realty Income from $65.00 to $68.00 and gave the stock an “equal weight” rating in a report on Tuesday, April 21st. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $66.77.

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.