13,451 Shares in Realty Income Corporation $O Acquired by Vawter Financial Ltd.

Vawter Financial Ltd. bought a new stake in Realty Income Corporation (NYSE:O) in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 13,451 shares of the real estate investment trust’s stock, valued at approximately $818,000.

Several other institutional investors and hedge funds have also modified their holdings of the business. JFS Wealth Advisors LLC increased its position in Realty Income by 201.9% during the third quarter. JFS Wealth Advisors LLC now owns 1,790 shares of the real estate investment trust’s stock worth $109,000 after buying an additional 1,197 shares during the last quarter. Prestige Wealth Management Group LLC boosted its stake in shares of Realty Income by 5.6% during the 3rd quarter. Prestige Wealth Management Group LLC now owns 13,443 shares of the real estate investment trust’s stock worth $817,000 after acquiring an additional 710 shares in the last quarter. Aew Capital Management L P boosted its stake in shares of Realty Income by 44.5% during the 3rd quarter. Aew Capital Management L P now owns 2,139,078 shares of the real estate investment trust’s stock worth $130,035,000 after acquiring an additional 658,910 shares in the last quarter. TD Asset Management Inc increased its holdings in shares of Realty Income by 4.0% during the 3rd quarter. TD Asset Management Inc now owns 442,280 shares of the real estate investment trust’s stock valued at $26,886,000 after acquiring an additional 17,054 shares during the last quarter. Finally, Cozad Asset Management Inc. raised its stake in shares of Realty Income by 187.4% in the 3rd quarter. Cozad Asset Management Inc. now owns 13,185 shares of the real estate investment trust’s stock valued at $801,000 after acquiring an additional 8,598 shares in the last quarter. Institutional investors and hedge funds own 70.81% of the company’s stock.

Realty Income News Roundup

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

• Positive Sentiment: Management set an aggressive 2026 investment target (~$8 billion) and said it is expanding global partnerships to scale growth beyond its traditional net-lease model, signaling potential fee-income and long-term portfolio growth. Realty Income targets $8B in 2026 investments while expanding global partnerships
• Positive Sentiment: Realty Income is broadening its model — entering new markets (Europe, Mexico) and launching an institutional asset-management business to win third‑party capital and fee income, which could diversify earnings and lower reliance on property acquisitions. Realty Income Broadens Model With New Markets And Fee Based Growth
• Positive Sentiment: Operationally the quarter showed strength: solid occupancy, robust rent-recapture and revenue up ~11% year-over-year — evidence of portfolio resilience that supports the monthly dividend. Realty Income Corp (O) Q4 2025 Earnings Call Highlights: Strong Portfolio Stability and …
• Neutral Sentiment: Q4 FFO of $1.08 per share matched consensus and revenue slightly beat estimates — a steady print that removes near-term surprise risk but offers limited upside catalyst by itself. Realty Income Corp. (O) Meets Q4 FFO Estimates
• Neutral Sentiment: Several retail/dividend-focused outlets reiterate Realty Income as a core income holding given its long dividend track record — supportive for long-term holders but not an immediate price driver. Is Realty Income Stock a Long-Term Buy?
• Negative Sentiment: Management forecast 2026 annual FFO below some Wall Street estimates, citing slowing leasing demand and higher property-management costs — a clear near-term headwind and the main reason investors are cautious. Realty Income forecasts annual FFO below estimates on slowing demand, higher costs
• Negative Sentiment: Market reaction was muted-to-negative after the release; some outlets flagged the guidance and tone as underwhelming, which pressured the stock despite the quarter’s steady metrics. Realty Income edges lower on Q4 earnings miss

Analyst Upgrades and Downgrades

O has been the topic of a number of recent analyst reports. Morgan Stanley lifted their price target on shares of Realty Income from $62.00 to $65.00 and gave the company an “equal weight” rating in a research report on Wednesday, December 24th. Cantor Fitzgerald lowered their target price on shares of Realty Income from $64.00 to $60.00 and set a “neutral” rating on the stock in a research note on Thursday, November 6th. Wall Street Zen downgraded shares of Realty Income from a “hold” rating to a “sell” rating in a report on Tuesday, February 3rd. Deutsche Bank Aktiengesellschaft raised shares of Realty Income from a “hold” rating to a “buy” rating and set a $69.00 target price for the company in a research report on Tuesday, January 20th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Realty Income in a research report on Monday, December 29th. Five equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $63.38.

Realty Income Stock Down 0.3%

NYSE O opened at $66.46 on Wednesday. Realty Income Corporation has a twelve month low of $50.71 and a twelve month high of $67.15. The stock has a market cap of $61.14 billion, a PE ratio of 61.54, a PEG ratio of 3.94 and a beta of 0.79. The firm has a 50-day simple moving average of $60.64 and a 200 day simple moving average of $59.25. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.53 and a current ratio of 1.53.

Realty Income (NYSE:O) last issued its earnings results on Tuesday, February 24th. The real estate investment trust reported $1.08 EPS for the quarter, meeting analysts’ consensus estimates of $1.08. The business had revenue of $1.40 billion during the quarter, compared to analyst estimates of $1.39 billion. Realty Income had a return on equity of 2.45% and a net margin of 17.17%.Realty Income’s revenue was up 11.0% on a year-over-year basis. During the same period in the prior year, the company posted $1.05 earnings per share. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. On average, research analysts forecast that Realty Income Corporation will post 4.19 EPS for the current year.

Realty Income Dividend Announcement

The firm also recently declared a monthly dividend, which will be paid on Friday, March 13th. Investors of record on Friday, February 27th will be issued a dividend of $0.27 per share. This represents a c) dividend on an annualized basis and a yield of 4.9%. The ex-dividend date of this dividend is Friday, February 27th. Realty Income’s dividend payout ratio (DPR) is currently 300.00%.

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.