What is Huntington’s Estimate for Realty Income Q4 Earnings?

Realty Income Corporation (NYSE:O) – Analysts at Huntington lifted their Q4 2026 earnings per share (EPS) estimates for Realty Income in a research report issued on Wednesday, November 4th. Huntington analyst R. Stevenson now anticipates that the real estate investment trust will post earnings of $1.11 per share for the quarter, up from their previous estimate of $1.09. Huntington currently has a “Strong-Buy” rating on the stock. The consensus estimate for Realty Income’s current full-year earnings is $4.45 per share. Huntington also issued estimates for Realty Income’s Q1 2027 earnings at $1.11 EPS, Q2 2027 earnings at $1.12 EPS, Q3 2027 earnings at $1.13 EPS, Q4 2027 earnings at $1.14 EPS, FY2027 earnings at $4.50 EPS, Q1 2028 earnings at $1.14 EPS, Q2 2028 earnings at $1.15 EPS, Q3 2028 earnings at $1.16 EPS and FY2028 earnings at $4.62 EPS.

Realty Income (NYSE:O) last released its earnings results on Monday, November 2nd. The real estate investment trust reported $0.43 earnings per share for the quarter, beating analysts’ consensus estimates of $0.41 by $0.02. The company had revenue of $1.62 billion during the quarter, compared to analyst estimates of $1.43 billion. Realty Income had a return on equity of 3.27% and a net margin of 21.85%. Realty Income’s revenue for the quarter was up 10.3% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.08 EPS.

O has been the subject of several other research reports. Evercore set a $65.00 price objective on Realty Income in a research report on Monday, September 21st. Mizuho set a $187.00 target price on shares of Realty Income in a report on Monday, October 19th. Truist Financial upgraded shares of Realty Income from a “hold” rating to a “strong-buy” rating in a report on Wednesday, October 14th. Weiss Ratings lowered shares of Realty Income from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, October 30th. Finally, Stifel Nicolaus set a $63.75 price target on shares of Realty Income in a research report on Friday, October 9th. Three analysts have rated the stock with a Strong Buy rating, five have assigned a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $71.81.

Realty Income Price Performance

O opened at $59.26 on Thursday. The company has a debt-to-equity ratio of 0.74, a current ratio of 6.04 and a quick ratio of 5.88. The stock’s 50 day simple moving average is $57.21 and its 200 day simple moving average is $61.57. The firm has a market cap of $56.07 billion, a price-to-earnings ratio of 40.87, a PEG ratio of 4.48 and a beta of 0.65. Realty Income has a 1 year low of $53.15 and a 1 year high of $67.93.

Realty Income Announces Dividend

The firm also recently announced a monthly dividend, which will be paid on Friday, November 13th. Stockholders of record on Friday, October 30th will be paid a dividend of $0.2715 per share. The ex-dividend date of this dividend is Friday, October 30th. This represents a $3.26 annualized dividend and a dividend yield of 5.5%. Realty Income’s payout ratio is 224.14%.

Hedge Funds Weigh In On Realty Income

Hedge funds and other institutional investors have recently made changes to their positions in the business. Allspring Global Investments Holdings LLC raised its holdings in Realty Income by 3.8% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 55,533 shares of the real estate investment trust’s stock worth $2,973,000 after purchasing an additional 2,008 shares in the last quarter. Pictet Asset Management Holding SA boosted its stake in shares of Realty Income by 17.5% during the 3rd quarter. Pictet Asset Management Holding SA now owns 520,679 shares of the real estate investment trust’s stock valued at $28,273,000 after purchasing an additional 77,368 shares in the last quarter. International Assets Investment Management LLC boosted its stake in shares of Realty Income by 165.1% during the 3rd quarter. International Assets Investment Management LLC now owns 25,000 shares of the real estate investment trust’s stock valued at $1,358,000 after purchasing an additional 15,569 shares in the last quarter. Pathway Financial Advisers LLC increased its position in shares of Realty Income by 3.2% during the third quarter. Pathway Financial Advisers LLC now owns 106,492 shares of the real estate investment trust’s stock valued at $5,782,000 after buying an additional 3,296 shares during the period. Finally, Chicago Partners Investment Group LLC increased its position in shares of Realty Income by 290.3% during the third quarter. Chicago Partners Investment Group LLC now owns 41,929 shares of the real estate investment trust’s stock valued at $2,385,000 after buying an additional 31,185 shares during the period. Institutional investors own 70.81% of the company’s stock.

Key Stories Impacting Realty Income

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

• Positive Sentiment: Q3 results and outlook beat expectations: Realty Income reported AFFO of $1.12 per share, up 3.7% year over year, and revenue of $1.62 billion. Management raised its 2026 AFFO guidance to $4.45–$4.46 per share and is targeting $10 billion in investments this year. Realty Income Q3 2026 earnings call highlights
• Positive Sentiment: New investment and funding avenues: The company reported a 170-basis-point investment spread and expanded its European private-capital platform through a €528 million joint venture with KKR. These initiatives could support growth and diversify funding as U.S. borrowing costs remain elevated. Realty Income Q3 earnings call centers on funding flexibility
• Positive Sentiment: Analyst support: Huntington initiated coverage with a “strong buy” rating, while RBC raised its price target to $61 and maintained an “outperform” rating. Huntington Realty Income coverage
• Neutral Sentiment: Monthly dividend remains a key attraction: Realty Income’s long record of monthly payments and a payout of roughly 73% of AFFO may appeal to income investors, though the dividend’s appeal alone does not ensure faster share-price growth. Realty Income dividend and earnings context
• Negative Sentiment: Growth and financing remain constraints: AFFO per share growth of 3.7% highlights the challenge of generating faster growth at Realty Income’s scale. Higher U.S. borrowing costs could also make acquisitions and portfolio expansion more difficult, tempering the impact of the earnings beat and higher guidance. Why Realty Income’s stock may not take off after earnings

Realty Income Company Profile

Realty Income Corporation is a real estate investment trust (REIT) that owns and manages a diversified portfolio of commercial properties. The company primarily invests in single-tenant properties that are leased to businesses under long-term, net lease agreements, under which tenants generally are responsible for property taxes, insurance and maintenance.

Its portfolio includes retail, grocery, convenience store, industrial, distribution and other commercial properties. Realty Income serves a broad range of tenants and seeks to generate recurring rental income through long-term leases.