Camelot Portfolios LLC Buys New Position in Realty Income Corporation $O

Camelot Portfolios LLC bought a new stake in shares of Realty Income Corporation (NYSE:O) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 9,938 shares of the real estate investment trust’s stock, valued at approximately $616,000.

A number of other institutional investors also recently made changes to their positions in O. EFG International AG bought a new position in shares of Realty Income in the fourth quarter valued at approximately $26,000. Dunhill Financial LLC acquired a new stake in Realty Income in the second quarter worth approximately $27,000. Evolution Wealth Management Inc. boosted its stake in Realty Income by 257.1% during the 4th quarter. Evolution Wealth Management Inc. now owns 500 shares of the real estate investment trust’s stock valued at $28,000 after purchasing an additional 360 shares in the last quarter. Quattro Advisors LLC bought a new position in Realty Income during the 4th quarter valued at $29,000. Finally, Sankala Group LLC acquired a new position in shares of Realty Income during the 4th quarter valued at $32,000. 70.81% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the company. Huntington started coverage on Realty Income in a research note on Wednesday, July 15th. They issued an “outperform” rating and a $70.00 price objective on the stock. UBS Group set a $67.00 target price on Realty Income in a report on Thursday, June 18th. Wells Fargo & Company upped their price target on shares of Realty Income from $64.00 to $65.00 and gave the company an “equal weight” rating in a report on Wednesday, July 15th. Evercore set a $68.00 price objective on shares of Realty Income in a research report on Friday, August 7th. Finally, Stifel Nicolaus set a $70.75 price objective on shares of Realty Income in a research note on Tuesday, June 30th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $67.42.

Realty Income Stock Up 0.1%

Shares of Realty Income stock opened at $62.03 on Monday. The stock has a 50-day moving average price of $63.31 and a 200 day moving average price of $63.16. The company has a market cap of $58.69 billion, a P/E ratio of 45.28, a P/E/G ratio of 4.40 and a beta of 0.71. The company has a current ratio of 5.88, a quick ratio of 5.88 and a debt-to-equity ratio of 0.73. Realty Income Corporation has a 1 year low of $55.86 and a 1 year high of $67.93.

Realty Income (NYSE:O) last released 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 analysts’ expectations of $1.40 billion. Realty Income had a return on equity of 3.12% and a net margin of 20.93%.The business’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.05 EPS. Realty Income has set its FY 2026 guidance at 4.440-4.450 EPS. As a group, analysts expect that Realty Income Corporation will post 4.43 EPS for the current fiscal year.

Realty Income Dividend Announcement

The business also recently declared a monthly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st will be paid a $0.271 dividend. The ex-dividend date of this dividend is Monday, August 31st. This represents a c) dividend on an annualized basis and a dividend yield of 5.2%. Realty Income’s dividend payout ratio is 237.23%.

Key Realty Income News

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

• Positive Sentiment: Falling bond yields could improve the appeal of Realty Income’s dividend yield relative to fixed-income alternatives. The company’s diversified net-lease portfolio and monthly distributions make it a potential beneficiary of renewed REIT demand. Could Falling Yields Make REIT Stocks Worth a Second Look?
• Positive Sentiment: Realty Income’s rising adjusted funds from operations, high occupancy and expansion into data centers are cited as support for continued dividend durability, even though payout growth is measured. Realty Income’s Dividend Growth Stays Durable: Should You Buy or Hold?
• Positive Sentiment: Several income-focused articles continue to present Realty Income as a dependable monthly dividend payer and a high-quality REIT for long-term investors, potentially supporting demand from retirees and yield-oriented shareholders. Realty Income: The Best REIT To Own
• Positive Sentiment: Options-writing strategies may offer investors a way to enhance income from Realty Income shares, although this is an investment approach rather than a change to the company’s fundamentals. Realty Income: Long-Term Income Name ‘Enhanced’ Via Options Writing
• Neutral Sentiment: Realty Income’s ordinary-income distributions can create a relatively high tax burden in taxable accounts, making the stock potentially more attractive in tax-advantaged accounts such as Roth IRAs. These 5 Dividend Stocks Lose the Most to Taxes Outside a Roth
• Negative Sentiment: Critics argue that Realty Income’s acquisitions and broader business expansion have not accelerated growth enough, while Lamar Advertising is viewed as having stronger acquisition execution. Lamar’s Acquisition Prowess Outshines Realty Income
• Negative Sentiment: Other commentary suggests investors may find better five-year total-return potential in VICI Properties, increasing competitive pressure on Realty Income among high-yield REITs. Prediction: This High-Yield Dividend Stock Will Outperform Realty Income Over the Next 5 Years

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.