Epoch Investment Partners Inc. Sells 14,034 Shares of Realty Income Corporation $O

Epoch Investment Partners Inc. cut its holdings in Realty Income Corporation (NYSE:O) by 1.6% in the 4th quarter, HoldingsChannel.com reports. The fund owned 840,931 shares of the real estate investment trust’s stock after selling 14,034 shares during the period. Epoch Investment Partners Inc.’s holdings in Realty Income were worth $47,403,000 at the end of the most recent quarter.

Several other hedge funds have also recently made changes to their positions in O. Patrick M Sweeney & Associates Inc. increased its position in Realty Income by 4.5% in the 4th quarter. Patrick M Sweeney & Associates Inc. now owns 3,801 shares of the real estate investment trust’s stock valued at $214,000 after buying an additional 164 shares in the last quarter. CYBER HORNET ETFs LLC increased its position in Realty Income by 7.4% in the 4th quarter. CYBER HORNET ETFs LLC now owns 2,417 shares of the real estate investment trust’s stock valued at $136,000 after buying an additional 166 shares in the last quarter. Sage Private Wealth Group LLC increased its position in Realty Income by 2.2% in the 4th quarter. Sage Private Wealth Group LLC now owns 7,844 shares of the real estate investment trust’s stock valued at $442,000 after buying an additional 170 shares in the last quarter. Trust Investment Advisors increased its position in Realty Income by 0.8% in the 4th quarter. Trust Investment Advisors now owns 23,266 shares of the real estate investment trust’s stock valued at $1,311,000 after buying an additional 178 shares in the last quarter. Finally, First National Trust Co increased its position in Realty Income by 1.2% in the 4th quarter. First National Trust Co now owns 15,109 shares of the real estate investment trust’s stock valued at $852,000 after buying an additional 180 shares in the last quarter. 70.81% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

O has been the subject of a number of research analyst reports. Cantor Fitzgerald boosted their target price on Realty Income from $60.00 to $68.00 and gave the company a “neutral” rating in a research report on Friday, February 27th. Jefferies Financial Group initiated coverage on Realty Income in a research report on Monday, June 1st. They issued a “buy” rating and a $69.00 target price for the company. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Realty Income in a research report on Friday, April 10th. Scotiabank reaffirmed an “outperform” rating on shares of Realty Income in a research report on Tuesday, May 12th. Finally, Mizuho decreased their target price on Realty Income from $68.00 to $66.00 and set a “neutral” rating for the company in a research report on Wednesday, May 13th. One research 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 stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $67.46.

Realty Income Price Performance

O stock opened at $62.66 on Monday. The company has a market capitalization of $58.43 billion, a P/E ratio of 51.36, a price-to-earnings-growth ratio of 4.91 and a beta of 0.73. 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 52-week low of $55.86 and a 52-week high of $67.93. The business has a 50-day simple moving average of $62.44 and a two-hundred day simple moving average of $61.47.

Realty Income (NYSE:O) last released its quarterly earnings results 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. The business had revenue of $1.55 billion during the quarter, compared to the consensus estimate of $1.39 billion. Realty Income had a return on equity of 2.80% and a net margin of 18.94%.The company’s quarterly revenue was up 12.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.06 EPS. Realty Income has set its FY 2026 guidance at 4.410-4.440 EPS. Research analysts expect that Realty Income Corporation will post 4.44 EPS for the current fiscal year.

Realty Income Increases Dividend

The business also recently declared a monthly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th will be paid a dividend of $0.271 per share. This is an increase from Realty Income’s previous monthly dividend of $0.27. The ex-dividend date is Tuesday, June 30th. This represents a c) dividend on an annualized basis and a yield of 5.2%. Realty Income’s dividend payout ratio (DPR) is presently 266.39%.

Insider Transactions at Realty Income

In other Realty Income news, insider Michelle Bushore sold 7,400 shares of Realty Income stock in a transaction dated 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 in the company, valued at approximately $4,222,151.22. The trade was a 9.86% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.10% of the company’s stock.

Key Stories Impacting Realty Income

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

• Positive Sentiment: Realty Income raised its monthly payout again, backed by high occupancy and stronger 2026 AFFO guidance, signaling continued dividend stability. O Raises the Payout: Can the Monthly Dividend Still Win Investors?
• Positive Sentiment: Lower interest rates have improved the case for income REITs like Realty Income, making its 5.3% yield look more appealing to retirees and dividend investors. Realty Income’s 5.3% Yield Is a Steal
• Neutral Sentiment: Realty Income was identified as a trending stock, reflecting heightened investor attention rather than a clear new fundamental catalyst. Realty Income Corporation (O) Is a Trending Stock
• Neutral Sentiment: Broader articles about building dividend income used Realty Income as an example of a monthly payer, but those pieces were mostly educational rather than stock-moving. How to Build $12,000 a Month in Dividend Income

Realty Income Company 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.