Realty Income (NYSE:O) Price Target Raised to $72.00

Realty Income (NYSE:O) had its target price hoisted by UBS Group from $66.00 to $72.00 in a research note published on Monday morning,Benzinga reports. They currently have a buy rating on the real estate investment trust’s stock.

O has been the topic of a number of other research reports. Barclays upped their target price on shares of Realty Income from $63.00 to $64.00 and gave the stock an “equal weight” rating in a report on Wednesday, December 3rd. Loop Capital set a $69.00 price target on Realty Income in a research note on Monday, March 2nd. Weiss Ratings reissued a “hold (c)” rating on shares of Realty Income in a report on Monday, December 29th. Scotiabank upgraded Realty Income from a “sector perform” rating to a “sector outperform” rating and raised their target price for the company from $60.00 to $67.00 in a report on Friday, January 30th. Finally, JPMorgan Chase & Co. reaffirmed an “underweight” rating and set a $61.00 target price on shares of Realty Income in a research report on Thursday, December 18th. Six equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Realty Income has an average rating of “Hold” and a consensus target price of $66.32.

Realty Income Stock Performance

NYSE O opened at $64.68 on Monday. The company has a market cap of $60.31 billion, a P/E ratio of 55.28, a PEG ratio of 4.85 and a beta of 0.77. The company has a fifty day simple moving average of $62.64 and a 200 day simple moving average of $59.81. The company has a current ratio of 1.40, a quick ratio of 1.40 and a debt-to-equity ratio of 0.72. Realty Income has a 12-month low of $50.71 and a 12-month high of $67.93.

Realty Income (NYSE:O) last released its quarterly earnings data on Tuesday, February 24th. The real estate investment trust reported $1.08 earnings per share for the quarter, hitting the consensus estimate of $1.08. The firm had revenue of $1.40 billion for the quarter, compared to the consensus estimate of $1.40 billion. Realty Income had a net margin of 18.41% and a return on equity of 2.68%. The business’s revenue was up 11.0% on a year-over-year basis. During the same quarter 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. Sell-side analysts predict that Realty Income will post 4.19 earnings per share for the current fiscal year.

Realty Income Dividend Announcement

The company also recently disclosed a monthly dividend, which will be paid on Friday, March 13th. Shareholders of record on Friday, February 27th will be given a $0.27 dividend. This represents a c) dividend on an annualized basis and a yield of 5.0%. The ex-dividend date of this dividend is Friday, February 27th. Realty Income’s dividend payout ratio is presently 276.92%.

Hedge Funds Weigh In On Realty Income

Several hedge funds have recently modified their holdings of the company. State Street Corp increased its stake in shares of Realty Income by 1.1% during the 2nd quarter. State Street Corp now owns 61,732,956 shares of the real estate investment trust’s stock worth $3,556,436,000 after purchasing an additional 676,697 shares during the last quarter. OLD National Bancorp IN purchased a new position in Realty Income in the third quarter valued at approximately $3,391,000. ProShare Advisors LLC grew its holdings in Realty Income by 5.3% during the third quarter. ProShare Advisors LLC now owns 3,067,894 shares of the real estate investment trust’s stock valued at $186,497,000 after purchasing an additional 155,677 shares during the period. Federated Hermes Inc. grew its holdings in Realty Income by 13.1% during the second quarter. Federated Hermes Inc. now owns 2,669,031 shares of the real estate investment trust’s stock valued at $153,763,000 after purchasing an additional 309,902 shares during the period. Finally, Allied Investment Advisors LLC purchased a new stake in Realty Income in the third quarter worth $10,870,000. Institutional investors own 70.81% of the company’s stock.

Realty Income News Summary

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

• Positive Sentiment: Company raised its monthly common dividend to $0.2705 (annualized $3.246), continuing a long-run track record of monthly payouts — a direct, positive signal for income investors. Article Title
• Positive Sentiment: Several analysts raised price targets recently (Scotiabank to $69 with a sector outperform, Mizuho to $68, UBS to $72), signaling analyst confidence and potential upside from upgrades. Benzinga Coverage UBS PT Increase
• Positive Sentiment: High-profile media coverage and CEO appearances (Jim Cramer interviews, bullish CNBC and Motley Fool pieces) have reinforced the story that Realty Income’s strategy and scale remain attractive to income and long-term investors. Cramer Interview Fool Article
• Neutral Sentiment: Long-term thesis reiterated by analysts and outlets — Realty Income remains the largest net-lease REIT, which supports durable cash flows but is more of a structural tailwind than an immediate catalyst. Fool Article
• Negative Sentiment: The dividend bump was very small (from $0.2700 to $0.2705) — possibly seen as immaterial by yield-seeking investors and may have disappointed those hoping for a larger increase. Dividend Release
• Negative Sentiment: Valuation and yield profile are stretched for some investors (high P/E and modest dividend yield relative to past), which can limit buying appetite and prompt profit-taking after recent gains. Background metrics
• Negative Sentiment: Trading volume was below average intraday, suggesting the move reflected light trading, rotation into higher-momentum sectors (tech/AI headlines like Oracle’s strong results), or modest profit-taking rather than a company-specific shock. Market Data

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.