Generali Asset Management SPA SGR Purchases 25,329 Shares of Realty Income Corporation $O

Posted by James Quigley on May 10th, 2026

Generali Asset Management SPA SGR increased its position in shares of Realty Income Corporation (NYSE:O – Free Report) by 198.0% during the fourth quarter, HoldingsChannel reports. The fund owned 38,119 shares of the real estate investment trust’s stock after buying an additional 25,329 shares during the quarter. Generali Asset Management SPA SGR’s holdings in Realty Income were worth $2,149,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Stance Capital LLC acquired a new position in Realty Income during the 3rd quarter worth about $27,000. Strengthening Families & Communities LLC raised its position in shares of Realty Income by 586.1% in the 3rd quarter. Strengthening Families & Communities LLC now owns 494 shares of the real estate investment trust’s stock worth $30,000 after acquiring an additional 422 shares in the last quarter. Ameriflex Group Inc. increased its stake in shares of Realty Income by 68.7% in the 3rd quarter. Ameriflex Group Inc. now owns 528 shares of the real estate investment trust’s stock valued at $32,000 after acquiring an additional 215 shares in the last quarter. FNY Investment Advisers LLC increased its stake in shares of Realty Income by 622.2% in the 4th quarter. FNY Investment Advisers LLC now owns 650 shares of the real estate investment trust’s stock valued at $36,000 after acquiring an additional 560 shares in the last quarter. Finally, Maseco LLP acquired a new stake in shares of Realty Income in the 4th quarter valued at about $43,000. Institutional investors own 70.81% of the company’s stock.

Realty Income Stock Performance

Shares of O stock opened at $61.93 on Friday. The firm’s 50 day moving average is $63.55 and its 200 day moving average is $60.79. The company has a current ratio of 1.56, a quick ratio of 1.40 and a debt-to-equity ratio of 0.66. The stock has a market capitalization of $57.75 billion, a P/E ratio of 50.76, a PEG ratio of 4.21 and a beta of 0.75. Realty Income Corporation has a 12 month low of $54.38 and a 12 month high of $67.93.

Realty Income (NYSE:O – Get Free Report) last posted its earnings results on Wednesday, May 6th. The real estate investment trust reported $1.13 earnings per share for the quarter, topping analysts’ consensus estimates of $1.10 by $0.03. The business had revenue of $1.55 billion for the quarter, compared to analyst estimates of $1.39 billion. Realty Income had a net margin of 18.94% and a return on equity of 2.80%. Realty Income’s revenue was up 12.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.06 EPS. Realty Income has set its FY 2026 guidance at 4.410-4.440 EPS. On average, sell-side analysts anticipate that Realty Income Corporation will post 4.43 earnings per share for the current year.

Realty Income Dividend Announcement

The company also recently announced a monthly dividend, which will be paid on Friday, May 15th. Investors of record on Thursday, April 30th will be issued a dividend of $0.2705 per share. This represents a c) dividend on an annualized basis and a yield of 5.2%. The ex-dividend date of this dividend is Thursday, April 30th. Realty Income’s dividend payout ratio is 266.39%.

Insiders Place Their Bets

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

Analyst Ratings Changes

Several brokerages have recently commented on O. Barclays raised their target price on Realty Income from $65.00 to $68.00 and gave the company an “equal weight” rating in a research note on Tuesday, April 21st. Stifel Nicolaus increased their price objective on shares of Realty Income from $67.75 to $70.50 and gave the company a “buy” rating in a research note on Wednesday, February 25th. Deutsche Bank Aktiengesellschaft upgraded shares of Realty Income from a “hold” rating to a “buy” rating and set a $69.00 price objective for the company in a research note on Tuesday, January 20th. Scotiabank increased their target price on shares of Realty Income from $67.00 to $69.00 and gave the company a “sector outperform” rating in a research report on Wednesday, March 11th. Finally, Cantor Fitzgerald increased their target price on shares of Realty Income from $60.00 to $68.00 and gave the company a “neutral” rating in a research report on Friday, February 27th. Six equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $67.27.

Read Our Latest Stock Report on O

Realty Income News Summary

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

Positive Sentiment: Q1 results beat expectations, with Realty Income posting FFO/AFFO per share of $1.13 and revenue of $1.55 billion, helped by strong occupancy and active investment activity. Realty Income Announces Operating Results for the Three Months Ended March 31, 2026
Positive Sentiment: The company raised its 2026 AFFO guidance to $4.41-$4.44 and lifted expected investment volume to about $9.5 billion, signaling confidence in its acquisition pipeline and earnings growth. Realty Income targets $9.5B of 2026 investment volume while raising AFFO per share guidance to $4.41-$4.44
Positive Sentiment: Analyst coverage remained supportive, with RBC raising its price target to $71 and keeping an outperform rating. Benzinga report on RBC price target increase
Neutral Sentiment: Realty Income launched a new at-the-market equity program, which gives it more flexibility to fund growth but could also add to share count over time. Realty Income Launches New At-the-Market Equity Program
Negative Sentiment: Investors are focused on the company’s trimmed annual outlook and concerns that higher interest expense and equity dilution could limit per-share growth, which may weigh on the stock. Realty Income beats Q1 targets but trims annual outlook
Negative Sentiment: Some analysts downgraded the name to hold, arguing that revenue growth has not translated into faster FFO per share growth and that rising debt and share issuance remain headwinds. Realty Income Q1 Earnings: Topline Growth Met Flat FFO Per Share (Rating Downgrade)

Realty Income Profile

(Free Report)

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.