Realty Income Corporation $O Shares Bought by TD Asset Management Inc

TD Asset Management Inc boosted its stake in shares of Realty Income Corporation (NYSE:O) by 4.0% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 442,280 shares of the real estate investment trust’s stock after purchasing an additional 17,054 shares during the quarter. TD Asset Management Inc’s holdings in Realty Income were worth $26,886,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in O. Vanguard Group Inc. grew its stake in shares of Realty Income by 2.5% in the third quarter. Vanguard Group Inc. now owns 149,730,338 shares of the real estate investment trust’s stock worth $9,102,107,000 after purchasing an additional 3,594,127 shares in the last quarter. State Street Corp increased its stake in Realty Income by 1.1% during the 2nd quarter. State Street Corp now owns 61,732,956 shares of the real estate investment trust’s stock valued at $3,556,436,000 after buying an additional 676,697 shares during the period. Geode Capital Management LLC raised its position in shares of Realty Income by 8.3% during the 2nd quarter. Geode Capital Management LLC now owns 26,979,134 shares of the real estate investment trust’s stock worth $1,548,687,000 after buying an additional 2,058,031 shares in the last quarter. Raymond James Financial Inc. lifted its stake in shares of Realty Income by 5.8% in the 2nd quarter. Raymond James Financial Inc. now owns 12,011,841 shares of the real estate investment trust’s stock worth $692,002,000 after acquiring an additional 654,958 shares during the period. Finally, Norges Bank acquired a new position in shares of Realty Income during the second quarter valued at approximately $676,500,000. 70.81% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of brokerages have issued reports on O. Deutsche Bank Aktiengesellschaft raised Realty Income from a “hold” rating to a “buy” rating and set a $69.00 price target for the company in a research note on Tuesday, January 20th. Wall Street Zen raised Realty Income from a “sell” rating to a “hold” rating in a report on Saturday. Scotiabank upgraded shares of Realty Income from a “sector perform” rating to a “sector outperform” rating and boosted their price target for the stock from $60.00 to $67.00 in a research report on Friday, January 30th. Weiss Ratings restated a “hold (c)” rating on shares of Realty Income in a research report on Monday, December 29th. Finally, Cantor Fitzgerald lifted their price objective on shares of Realty Income from $60.00 to $68.00 and gave the stock a “neutral” rating in a research note on Friday. Six analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $64.88.

Realty Income Trading Up 0.8%

NYSE:O opened at $67.11 on Friday. The stock has a fifty day simple moving average of $61.21 and a 200 day simple moving average of $59.42. The firm has a market capitalization of $62.57 billion, a price-to-earnings ratio of 57.36, a price-to-earnings-growth ratio of 3.99 and a beta of 0.79. Realty Income Corporation has a 1-year low of $50.71 and a 1-year high of $67.94. The company has a quick ratio of 1.53, a current ratio of 1.40 and a debt-to-equity ratio of 0.72.

Realty Income (NYSE:O) last announced its earnings results on Tuesday, February 24th. The real estate investment trust reported $1.08 EPS for the quarter, hitting the consensus estimate of $1.08. The company had revenue of $1.49 billion during the quarter, compared to analysts’ expectations of $1.40 billion. Realty Income had a net margin of 18.41% and a return on equity of 2.68%. The business’s revenue for the quarter was up 11.0% on a year-over-year basis. During the same period last year, the company posted $1.05 earnings per share. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. Sell-side analysts forecast that Realty Income Corporation will post 4.19 earnings per share for the current year.

Realty Income Dividend Announcement

The company also recently announced a monthly dividend, which will be paid on Friday, March 13th. Shareholders of record on Friday, February 27th will be paid a dividend of $0.27 per share. This represents a c) annualized dividend and a yield of 4.8%. The ex-dividend date of this dividend is Friday, February 27th. Realty Income’s payout ratio is 276.92%.

Key Headlines Impacting Realty Income

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

• Positive Sentiment: Realty Income announced an $8 billion 2026 investment plan (after ~$6.3B in 2025) to expand globally and access new capital — a growth pipeline that supports faster asset deployment and AFFO growth. Read More.
• Positive Sentiment: Q4 results showed revenue above expectations, steady AFFO and 98.9% occupancy; management set FY2026 EPS guidance — fundamentals that validate the growth plan and support income stability. Read More.
• Positive Sentiment: Short interest fell ~18.5% in February (to ~27.1M shares), reducing potential downward pressure from short-covering and signaling less bearish positioning. Read More.
• Positive Sentiment: Broker commentary is supportive: Royal Bank of Canada and Stifel commentary flagged upside potential, suggesting institutional analysts see further price appreciation. Read More. Read More.
• Neutral Sentiment: Cantor Fitzgerald raised its price target to $68 but kept a “neutral” rating — a modest endorsement that limits dramatic bullish re-rating. Read More.
• Neutral Sentiment: Media coverage highlights Realty Income’s long dividend track record and inclusion in dividend-stock roundups, which can sustain investor interest but are not new catalysts. Read More.
• Neutral Sentiment: Options and fund commentary show increased activity and attention (useful for near-term liquidity/volatility signals), but these are informational rather than directional. Read More.
• Negative Sentiment: Investors and analysts remain cautious about interest-rate risk and valuation—debate persists whether current multiple already prices in future rate moves; this caps near-term upside. Read More.

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.