Realty Income Corporation $O Shares Purchased by Sumitomo Mitsui DS Asset Management Company Ltd

Sumitomo Mitsui DS Asset Management Company Ltd raised its holdings in Realty Income Corporation (NYSE:O) by 6.3% in the 4th quarter, Holdings Channel reports. The institutional investor owned 345,958 shares of the real estate investment trust’s stock after acquiring an additional 20,402 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in Realty Income were worth $19,502,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the stock. PKS Advisory Services LLC lifted its holdings in shares of Realty Income by 13.4% during the 4th quarter. PKS Advisory Services LLC now owns 4,804 shares of the real estate investment trust’s stock worth $271,000 after acquiring an additional 567 shares during the period. QRG Capital Management Inc. grew its holdings in Realty Income by 67.7% in the fourth quarter. QRG Capital Management Inc. now owns 71,913 shares of the real estate investment trust’s stock valued at $4,054,000 after purchasing an additional 29,030 shares during the period. Truist Financial Corp grew its holdings in Realty Income by 6.6% in the fourth quarter. Truist Financial Corp now owns 1,319,555 shares of the real estate investment trust’s stock valued at $74,383,000 after purchasing an additional 82,015 shares during the period. Intact Investment Management Inc. increased its position in Realty Income by 9.3% during the fourth quarter. Intact Investment Management Inc. now owns 54,300 shares of the real estate investment trust’s stock worth $3,061,000 after purchasing an additional 4,600 shares during the last quarter. Finally, CENTRAL TRUST Co raised its stake in Realty Income by 47.1% during the fourth quarter. CENTRAL TRUST Co now owns 3,128 shares of the real estate investment trust’s stock worth $176,000 after purchasing an additional 1,001 shares during the period. 70.81% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on O shares. Mizuho lifted their price target on shares of Realty Income from $60.00 to $68.00 and gave the company a “neutral” rating in a report on Wednesday, March 11th. Wall Street Zen raised Realty Income from a “sell” rating to a “hold” rating in a research report on Saturday, February 28th. Freedom Capital cut Realty Income from a “strong-buy” rating to a “hold” rating in a report on Monday, March 2nd. Cantor Fitzgerald boosted their price target on Realty Income from $60.00 to $68.00 and gave the company a “neutral” rating in a research report on Friday, February 27th. Finally, Scotiabank raised their price objective on Realty Income from $67.00 to $69.00 and gave the stock a “sector outperform” rating in a report on Wednesday, March 11th. Six research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $67.19.

Realty Income News Roundup

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

• Positive Sentiment: FFO beat — Realty Income reported funds from operations (FFO) of $1.13/share vs. the Zacks consensus of $1.10, an improvement from $1.06 a year ago; for REIT investors FFO is a key profitability metric and this beat supports dividend coverage and valuation. Realty Income Corp. (O) Q1 FFO and Revenues Beat Estimates
• Positive Sentiment: Revenue and operating strength — Total revenue exceeded expectations ($1.55B vs. ~$1.39B est.) and management described a strong quarter, prompting an upward revision to parts of its outlook; that operational strength is likely the primary catalyst behind today’s positive price action. Realty Income boosts 2026 outlook after strong quarter
• Neutral Sentiment: Market commentary on monthly dividend appeal — Several consumer finance pieces and dividend‑income roundups continue to highlight Realty Income as a core monthly‑payout holding; these stories support investor interest but are not immediate catalysts. Want Reliable Dividend Income in May? These 2 Stocks Deliver
• Negative Sentiment: EPS miss and slightly cautious FY26 guidance — GAAP EPS came in at $0.33 (below the $0.40 consensus), and the updated FY2026 EPS range (4.410–4.440) sits a hair below the Street consensus (~4.450). Those points are weighing on sentiment for investors focused on near‑term EPS and analyst targets. Realty Income reported earnings (MarketBeat)

Realty Income Trading Up 0.7%

O opened at $64.04 on Thursday. Realty Income Corporation has a 52-week low of $54.38 and a 52-week high of $67.93. The company has a quick ratio of 1.40, a current ratio of 1.40 and a debt-to-equity ratio of 0.72. The firm has a market capitalization of $59.71 billion, a P/E ratio of 54.73, a P/E/G ratio of 4.30 and a beta of 0.75. The firm’s 50 day moving average is $63.64 and its 200-day moving average is $60.78.

Realty Income (NYSE:O) last posted its quarterly earnings data on Wednesday, May 6th. The real estate investment trust reported $1.13 earnings per share for the quarter, beating analysts’ consensus estimates of $1.10 by $0.03. Realty Income had a net margin of 18.41% and a return on equity of 2.68%. The company had revenue of $1.55 billion during the quarter, compared to analysts’ expectations of $1.39 billion. During the same period in the prior year, the company posted $1.06 EPS. The firm’s revenue for the quarter was up 12.2% on a year-over-year basis. Realty Income has set its FY 2026 guidance at 4.410-4.440 EPS. Analysts expect that Realty Income Corporation will post 4.45 EPS for the current fiscal year.

Realty Income Dividend Announcement

The business also recently declared a monthly dividend, which will be paid on Friday, May 15th. Investors of record on Thursday, April 30th will be issued a $0.2705 dividend. The ex-dividend date of this dividend is Thursday, April 30th. This represents a c) annualized dividend and a yield of 5.1%. Realty Income’s dividend payout ratio is currently 277.78%.

Insider Activity

In other news, insider Michelle Bushore sold 7,400 shares of the stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $62.42, for a total transaction of $461,908.00. Following the transaction, the insider owned 67,641 shares of the company’s stock, valued at approximately $4,222,151.22. This trade represents a 9.86% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 0.10% of the company’s stock.

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.