LM Advisors LLC Sells 12,381 Shares of Realty Income Corporation $O

LM Advisors LLC cut its stake in shares of Realty Income Corporation (NYSE:O) by 93.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 834 shares of the real estate investment trust’s stock after selling 12,381 shares during the quarter. LM Advisors LLC’s holdings in Realty Income were worth $47,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. boosted its stake in Realty Income by 0.5% in the 4th quarter. Vanguard Group Inc. now owns 150,415,287 shares of the real estate investment trust’s stock worth $8,478,910,000 after purchasing an additional 684,949 shares during the period. Pensionfund PDN bought a new position in Realty Income in the 4th quarter worth approximately $7,434,000. NEOS Investment Management LLC boosted its stake in Realty Income by 73.0% in the 3rd quarter. NEOS Investment Management LLC now owns 169,839 shares of the real estate investment trust’s stock worth $10,279,000 after purchasing an additional 71,646 shares during the period. Danske Bank A S boosted its stake in Realty Income by 20.3% in the 4th quarter. Danske Bank A S now owns 568,121 shares of the real estate investment trust’s stock worth $32,025,000 after purchasing an additional 95,773 shares during the period. Finally, E. Ohman J or Asset Management AB bought a new position in Realty Income in the 4th quarter worth approximately $1,766,000. 70.81% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research firms have weighed in on O. Weiss Ratings restated a “hold (c+)” rating on shares of Realty Income in a research note on Friday, April 10th. Royal Bank Of Canada upped their price target on Realty Income from $70.00 to $71.00 and gave the stock an “outperform” rating in a research note on Thursday, May 7th. Barclays upped their price target on Realty Income from $65.00 to $68.00 and gave the stock an “equal weight” rating in a research note on Tuesday, April 21st. Stifel Nicolaus upped their price target on Realty Income from $67.75 to $70.50 and gave the stock a “buy” rating in a research note on Wednesday, February 25th. Finally, Mizuho dropped their price target on Realty Income from $68.00 to $66.00 and set a “neutral” rating for the company in a research note on Wednesday, May 13th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, Realty Income presently has an average rating of “Hold” and a consensus price target of $67.46.

Insider Activity

In other news, insider Michelle Bushore sold 7,400 shares of the company’s stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $62.42, for a total transaction of $461,908.00. Following the sale, the insider directly owned 67,641 shares of the company’s stock, valued at $4,222,151.22. This represents a 9.86% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.10% of the stock is owned by company insiders.

Trending Headlines about 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 Stock Up 1.2%

Shares of O opened at $62.66 on Friday. The stock has a market capitalization of $58.43 billion, a price-to-earnings ratio of 51.36, a price-to-earnings-growth ratio of 4.91 and a beta of 0.72. Realty Income Corporation has a 1 year low of $55.86 and a 1 year high of $67.93. The business’s 50 day simple moving average is $62.44 and its 200-day simple moving average is $61.44. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.56 and a quick ratio of 1.56.

Realty Income (NYSE:O) last issued its quarterly earnings data on Wednesday, May 6th. The real estate investment trust reported $1.13 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.10 by $0.03. The business had revenue of $1.55 billion for 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 company’s revenue for the quarter was up 12.2% on a year-over-year basis. During the same period in the prior year, the firm earned $1.06 EPS. Realty Income has set its FY 2026 guidance at 4.410-4.440 EPS. As a group, equities analysts expect that Realty Income Corporation will post 4.44 earnings per share for the current fiscal year.

Realty Income Increases Dividend

The company also recently disclosed a monthly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th will be issued a dividend of $0.271 per share. This is a positive change from Realty Income’s previous monthly dividend of $0.27. The ex-dividend date of this dividend is Tuesday, June 30th. This represents a c) annualized dividend and a dividend yield of 5.2%. Realty Income’s payout ratio is currently 266.39%.

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.