Realty Income Corporation (O) – What Are Analysts Thinking About This Stock?

Shares of Realty Income Corporation (NYSE:O) have earned an average recommendation of “Moderate Buy” from the eighteen brokerages that are covering the firm, MarketBeat Ratings reports. One analyst has rated the stock with a sell recommendation, nine have assigned a hold recommendation, five have issued a buy recommendation and three have issued a strong buy recommendation on the company. The average twelve-month price target among brokerages that have covered the stock in the last year is $71.51.

A number of brokerages have recently weighed in on O. Truist Financial raised shares of Realty Income from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, October 14th. Stifel Nicolaus set a $63.75 price objective on Realty Income in a research note on Friday, October 9th. Barclays dropped their price objective on Realty Income from $65.00 to $61.00 and set an “equal weight” rating for the company in a research report on Tuesday, October 20th. Weiss Ratings downgraded shares of Realty Income from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, October 30th. Finally, Huntington began coverage on shares of Realty Income in a report on Monday, November 2nd. They issued a “strong-buy” rating on the stock.

Institutional Trading of Realty Income

A number of hedge funds have recently bought and sold shares of O. QRG Capital Management Inc. grew its holdings in shares of Realty Income by 12.7% during the second quarter. QRG Capital Management Inc. now owns 84,300 shares of the real estate investment trust’s stock worth $5,223,000 after purchasing an additional 9,518 shares during the last quarter. Meiji Yasuda Asset Management Co Ltd. acquired a new stake in shares of Realty Income in the second quarter valued at $17,203,000. WINTON GROUP Ltd bought a new position in shares of Realty Income in the second quarter valued at about $936,000. Renaissance Technologies LLC bought a new position in shares of Realty Income in the first quarter valued at about $3,147,000. Finally, M3 Wealth Management LLC acquired a new position in Realty Income during the 2nd quarter worth about $2,665,000. Institutional investors and hedge funds own 70.81% of the company’s stock.

Key Headlines Impacting Realty Income

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

• Positive Sentiment: Realty Income’s third-quarter 2026 report showed AFFO of $1.12 per share, and management raised its full-year AFFO outlook. The news prompted a rally after the results, reinforcing the appeal of the REIT’s steady, dividend-focused business. Realty Income stock climbs on Q3 earnings and higher AFFO outlook
• Positive Sentiment: Huntington raised its earnings estimates for several upcoming quarters and for full-year 2027 and 2028, and maintained a “Strong Buy” rating—an encouraging signal about expected earnings growth. Realty Income analyst estimates
• Neutral Sentiment: The company adopted a 2026 employee incentive award plan. This is a routine compensation-related development, with no material financial impact described. Realty Income adopts 2026 employee incentive award plan
• Negative Sentiment: Cantor Fitzgerald cut its price target from $68 to $63 and moved to a “Neutral” rating. Although the revised target still implied upside from the cited share price, the downgrade may temper investor enthusiasm. Cantor Fitzgerald stock recommendations

Realty Income Stock Up 0.0%

Realty Income stock opened at $59.07 on Wednesday. The company has a debt-to-equity ratio of 0.74, a quick ratio of 6.04 and a current ratio of 6.04. The firm has a market capitalization of $56.17 billion, a price-to-earnings ratio of 40.74, a price-to-earnings-growth ratio of 4.54 and a beta of 0.65. Realty Income has a fifty-two week low of $53.15 and a fifty-two week high of $67.93. The stock’s fifty day moving average is $57.10 and its two-hundred day moving average is $61.55.

Realty Income (NYSE:O) last released its quarterly earnings results on Monday, November 2nd. The real estate investment trust reported $0.43 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.41 by $0.02. Realty Income had a return on equity of 3.27% and a net margin of 21.85%. The business had revenue of $1.62 billion during the quarter, compared to the consensus estimate of $1.43 billion. During the same quarter in the previous year, the company posted $1.08 EPS. The business’s revenue was up 10.3% on a year-over-year basis. Analysts predict that Realty Income will post 4.52 EPS for the current fiscal year.

Realty Income Dividend Announcement

The company also recently disclosed a monthly dividend, which will be paid on Friday, November 13th. Investors 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 dividend payout ratio is presently 224.83%.

About Realty Income

Realty Income Corporation is a real estate investment trust (REIT) that owns and manages commercial properties leased to businesses. Its portfolio includes retail, industrial, gaming, and other properties, typically leased under long-term net lease agreements in which tenants are responsible for many property operating expenses.

Founded in 1969, Realty Income is known as “The Monthly Dividend Company” for its monthly dividend payments. The company serves tenants across the United States and has expanded its property portfolio into Europe.

Realty Income is headquartered in San Diego, California.