William John Sempolinski Takes Position in Realty Income Corporation $O

William John Sempolinski bought a new stake in Realty Income Corporation (NYSE:O) during the second quarter, Holdings Channel.com reports. The fund bought 31,250 shares of the real estate investment trust’s stock, valued at approximately $1,936,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of O. Markowski Investments purchased a new position in shares of Realty Income during the second quarter worth about $81,000. BAM Wealth Management LLC lifted its holdings in shares of Realty Income by 32.4% in the 2nd quarter. BAM Wealth Management LLC now owns 4,901 shares of the real estate investment trust’s stock valued at $304,000 after purchasing an additional 1,199 shares during the last quarter. Raiffeisen Bank International AG lifted its holdings in shares of Realty Income by 8.8% in the 2nd quarter. Raiffeisen Bank International AG now owns 17,306 shares of the real estate investment trust’s stock valued at $1,091,000 after purchasing an additional 1,395 shares during the last quarter. Legacy Wealth Managment LLC ID boosted its position in shares of Realty Income by 7,747.7% in the 2nd quarter. Legacy Wealth Managment LLC ID now owns 16,951 shares of the real estate investment trust’s stock valued at $1,050,000 after purchasing an additional 16,735 shares during the period. Finally, NWF Advisory Services Inc. purchased a new position in Realty Income during the 2nd quarter worth approximately $225,000. 70.81% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have commented on the company. Royal Bank Of Canada cut their price target on Realty Income from $71.00 to $70.00 and set an “outperform” rating on the stock in a research report on Friday, August 7th. UBS Group set a $67.00 target price on shares of Realty Income in a research report on Thursday, June 18th. Stifel Nicolaus set a $70.75 target price on shares of Realty Income in a report on Tuesday, June 30th. Scotiabank reduced their price target on shares of Realty Income from $72.00 to $67.00 and set a “sector outperform” rating for the company in a research report on Thursday, June 18th. Finally, Robert W. Baird increased their price target on shares of Realty Income from $64.00 to $65.00 and gave the stock a “neutral” rating in a research note on Monday, July 6th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Realty Income currently has a consensus rating of “Moderate Buy” and an average price target of $67.23.

Realty Income Stock Down 0.8%

O opened at $61.22 on Friday. Realty Income Corporation has a 52 week low of $55.86 and a 52 week high of $67.93. The business has a 50 day moving average price of $63.27 and a two-hundred day moving average price of $63.06. The company has a quick ratio of 5.88, a current ratio of 5.88 and a debt-to-equity ratio of 0.73. The company has a market cap of $57.93 billion, a PE ratio of 44.69, a P/E/G ratio of 4.38 and a beta of 0.71.

Realty Income (NYSE:O) last announced its earnings results on Wednesday, August 5th. The real estate investment trust reported $1.09 earnings per share for the quarter, meeting the consensus estimate of $1.09. The company had revenue of $1.55 billion for the quarter, compared to the consensus estimate of $1.40 billion. Realty Income had a return on equity of 3.12% and a net margin of 20.93%.The company’s revenue was up 9.7% on a year-over-year basis. During the same period last year, the business posted $1.05 EPS. Realty Income has set its FY 2026 guidance at 4.440-4.450 EPS. As a group, research analysts anticipate that Realty Income Corporation will post 4.43 EPS for the current year.

Realty Income Announces Dividend

The company also recently disclosed a monthly dividend, which will be paid on Tuesday, September 15th. Investors of record on Monday, August 31st will be given a $0.271 dividend. This represents a c) dividend on an annualized basis and a yield of 5.3%. The ex-dividend date is Monday, August 31st. Realty Income’s dividend payout ratio (DPR) is 237.23%.

More Realty Income News

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

• Positive Sentiment: Industrial expansion could improve long-term growth. Realty Income is increasing its investment in industrial properties, including warehouses, while benefiting from rent escalators and solid leasing activity. Greater exposure to industrial real estate could diversify the portfolio and support future adjusted funds from operations. Realty Income’s Industrial Expansion: Can it Lift Long-Term Returns?
• Positive Sentiment: The $10 billion investment plan provides a growth catalyst. Analysts point to Realty Income’s strong deal sourcing, ample liquidity, industrial exposure and potential data-center investments as factors that could help the company deploy capital and expand earnings over time. Realty Income’s $10B Investment Plan: Can Deployment Stay Strong?
• Neutral Sentiment: The dividend remains a key attraction. Realty Income is scheduled to pay a monthly dividend of $0.271 per share on September 15, its 674th consecutive monthly payment. However, investors are comparing that income stream with Treasury yields near 4.75%, making the dividend’s relative appeal an important consideration. Treasuries Yield 4.75%—Does Realty Income’s Monthly Dividend Still Make Sense?
• Negative Sentiment: Higher rates are pressuring the stock’s valuation and income appeal. Rising Treasury yields can make Realty Income’s dividend relatively less attractive while increasing financing costs for acquisitions. The broader rate-driven market pullback is likely contributing to investor caution toward the REIT.
• Negative Sentiment: Recent earnings have not yet provided a clear near-term catalyst. Realty Income met consensus earnings expectations in its latest report, while revenue exceeded estimates and rose year over year. Nevertheless, the stock has remained lower since that report, suggesting investors are focused more on interest-rate sensitivity, valuation and the pace of future capital deployment than on the earnings beat alone. Realty Income Corp. (O) Down Since Last Earnings Report: Can It Rebound?

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.