Raleigh Capital Management Inc. Lowers Position in Realty Income Corporation $O

Raleigh Capital Management Inc. cut its holdings in shares of Realty Income Corporation (NYSE:O) by 44.2% during the first quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 16,320 shares of the real estate investment trust’s stock after selling 12,918 shares during the period. Raleigh Capital Management Inc.’s holdings in Realty Income were worth $998,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Hudson Edge Investment Partners Inc. lifted its holdings in Realty Income by 22.6% during the first quarter. Hudson Edge Investment Partners Inc. now owns 119,043 shares of the real estate investment trust’s stock worth $7,283,000 after buying an additional 21,919 shares during the period. Latitude Advisors LLC raised its position in shares of Realty Income by 31.7% in the 1st quarter. Latitude Advisors LLC now owns 5,949 shares of the real estate investment trust’s stock worth $364,000 after acquiring an additional 1,433 shares in the last quarter. WBH Advisory Inc. bought a new position in shares of Realty Income in the 1st quarter worth $231,000. QRG Capital Management Inc. lifted its stake in shares of Realty Income by 4.0% during the 1st quarter. QRG Capital Management Inc. now owns 74,782 shares of the real estate investment trust’s stock worth $4,575,000 after purchasing an additional 2,869 shares during the last quarter. Finally, Hendershot Investments Inc. lifted its stake in shares of Realty Income by 35.6% during the 1st quarter. Hendershot Investments Inc. now owns 7,696 shares of the real estate investment trust’s stock worth $471,000 after purchasing an additional 2,021 shares during the last quarter. 70.81% of the stock is owned by hedge funds and other institutional investors.

Realty Income Price Performance

Shares of O opened at $63.77 on Friday. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.56 and a quick ratio of 1.56. The company’s fifty day moving average price is $62.00 and its 200-day moving average price is $61.92. Realty Income Corporation has a 1-year low of $55.86 and a 1-year high of $67.93. The firm has a market capitalization of $59.46 billion, a PE ratio of 52.27, a price-to-earnings-growth ratio of 4.98 and a beta of 0.72.

Realty Income (NYSE:O) last issued its quarterly earnings results on Wednesday, May 6th. The real estate investment trust reported $1.13 EPS for the quarter, topping analysts’ consensus estimates of $1.10 by $0.03. The company had revenue of $1.55 billion during the quarter, compared to analysts’ expectations of $1.39 billion. Realty Income had a return on equity of 2.80% and a net margin of 18.94%.The firm’s revenue was up 12.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.06 EPS. Realty Income has set its FY 2026 guidance at 4.410-4.440 EPS. On average, equities research analysts predict that Realty Income Corporation will post 4.45 EPS for the current year.

Realty Income Increases Dividend

The company also recently announced a monthly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th will be given a $0.271 dividend. This is an increase from Realty Income’s previous monthly dividend of $0.27. This represents a c) dividend on an annualized basis and a yield of 5.1%. The ex-dividend date is Tuesday, June 30th. Realty Income’s payout ratio is currently 266.39%.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on O shares. Royal Bank Of Canada lifted their target price on Realty Income from $70.00 to $71.00 and gave the company an “outperform” rating in a research note on Thursday, May 7th. Mizuho decreased their price target on shares of Realty Income from $68.00 to $66.00 and set a “neutral” rating for the company in a research report on Wednesday, May 13th. Jefferies Financial Group started coverage on shares of Realty Income in a report on Monday, June 1st. They issued a “buy” rating and a $69.00 price target on the stock. Stifel Nicolaus set a $70.75 price objective on shares of Realty Income in a research report on Tuesday. Finally, Freedom Capital upgraded shares of Realty Income from a “hold” rating to a “strong-buy” rating in a research note on Monday, May 11th. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Realty Income has an average rating of “Hold” and an average price target of $66.77.

Key Stories Impacting Realty Income

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

• Positive Sentiment: Realty Income announced its 135th dividend increase, reinforcing its reputation as a reliable monthly income stock and underscoring continued dividend growth. Article Title
• Positive Sentiment: Several new articles pitched Realty Income as a top REIT for passive income, which can attract income-oriented investors seeking stable monthly cash flow. Article Title
• Positive Sentiment: Coverage also highlighted Realty Income’s ongoing appeal to retirees and long-term passive-income investors, keeping the stock in focus as a defensive dividend name. Article Title
• Neutral Sentiment: The company announced that it will report second-quarter 2026 results on August 5, giving investors a near-term catalyst to watch. Article Title
• Neutral Sentiment: A brokerages note said Realty Income currently has a consensus rating of “Hold,” suggesting Wall Street remains constructive but not especially aggressive on the shares. Article Title
• Neutral Sentiment: One article discussed Realty Income’s data center partnership strategy, which could expand growth over time but remains a longer-term thesis rather than an immediate earnings driver. Article Title

Realty Income 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.