Csenge Advisory Group Acquires Shares of 24,028 Realty Income Corporation $O

Csenge Advisory Group acquired a new stake in Realty Income Corporation (NYSE:O) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 24,028 shares of the real estate investment trust’s stock, valued at approximately $1,489,000.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. raised its holdings in shares of Realty Income by 0.5% during the fourth quarter. Vanguard Group Inc. now owns 150,415,287 shares of the real estate investment trust’s stock worth $8,478,910,000 after purchasing an additional 684,949 shares during the last quarter. BlackRock Inc. purchased a new stake in Realty Income in the second quarter valued at $6,997,219,000. State Street Corp grew its position in Realty Income by 0.8% during the 4th quarter. State Street Corp now owns 63,559,987 shares of the real estate investment trust’s stock worth $3,599,676,000 after purchasing an additional 531,095 shares during the period. Geode Capital Management LLC grew its position in Realty Income by 2.8% during the 4th quarter. Geode Capital Management LLC now owns 29,206,196 shares of the real estate investment trust’s stock worth $1,655,991,000 after purchasing an additional 793,100 shares during the period. Finally, Morgan Stanley grew its position in Realty Income by 21.6% during the 4th quarter. Morgan Stanley now owns 18,291,294 shares of the real estate investment trust’s stock worth $1,031,080,000 after purchasing an additional 3,252,091 shares during the period. Institutional investors and hedge funds own 70.81% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the company. Huntington started coverage on Realty Income in a report on Wednesday, July 15th. They issued an “outperform” rating and a $70.00 price objective for the company. Robert W. Baird raised their target price on Realty Income from $64.00 to $65.00 and gave the stock a “neutral” rating in a report on Monday, July 6th. Scotiabank reduced their price target on Realty Income from $72.00 to $67.00 and set a “sector outperform” rating for the company in a research report on Thursday, June 18th. Barclays decreased their price target on Realty Income from $68.00 to $67.00 and set an “equal weight” rating for the company in a report on Wednesday, July 22nd. Finally, Mizuho lowered their price objective on Realty Income from $68.00 to $66.00 and set a “neutral” rating on the stock in a research report on Wednesday, May 13th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $67.42.

Trending Headlines about Realty Income

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

• Positive Sentiment: Data centers could become a major growth catalyst. Recent analysis highlights Realty Income’s push into data-center real estate as a potentially scalable business line that could diversify the company beyond traditional net-lease properties. The strategy may improve long-term growth prospects if Realty Income can secure attractive assets and customers. Realty Income: Data Center Vertical A Major Catalyst Now
• Positive Sentiment: Realty Income declared its 674th consecutive monthly dividend. The $0.2710-per-share payment is scheduled for September 15, 2026, for shareholders of record on August 31. The annualized payout is $3.252 per share, implying a yield of approximately 5.2% based on the recent share price. The long record of uninterrupted monthly payments supports the stock’s reputation as an income investment. Realty Income Announces 674th Consecutive Common Stock Monthly Dividend
• Positive Sentiment: Long-term payout growth remains a key attraction. Coverage notes that Realty Income has increased its distribution for 31 consecutive years, while monthly payments provide regular cash flow and allow investors to reinvest more frequently. Realty Income Yields 5.2%. Here’s Why the Payout Keeps Growing.
• Neutral Sentiment: The data-center expansion could require significant investment and successful execution, making the expected growth opportunity longer term rather than an immediate earnings catalyst. The stock’s ex-dividend date is August 31, so the share price may adjust around that date.

Realty Income Trading Up 1.3%

Shares of Realty Income stock opened at $63.00 on Thursday. The firm has a 50-day simple moving average of $63.16 and a two-hundred day simple moving average of $63.15. The company has a market cap of $59.61 billion, a P/E ratio of 45.99, a price-to-earnings-growth ratio of 4.42 and a beta of 0.71. Realty Income Corporation has a fifty-two week low of $55.86 and a fifty-two week high of $67.93. The company has a debt-to-equity ratio of 0.73, a quick ratio of 5.88 and a current ratio of 5.88.

Realty Income (NYSE:O) last posted its earnings results on Wednesday, August 5th. The real estate investment trust reported $1.09 earnings per share (EPS) for the quarter, hitting the consensus estimate of $1.09. Realty Income had a net margin of 20.93% and a return on equity of 3.12%. The business had revenue of $1.55 billion for the quarter, compared to analyst estimates of $1.40 billion. During the same period in the prior year, the company posted $1.05 EPS. The company’s revenue for the quarter was up 9.7% on a year-over-year basis. Realty Income has set its FY 2026 guidance at 4.440-4.450 EPS. As a group, equities analysts predict that Realty Income Corporation will post 4.43 earnings per share for the current fiscal year.

Realty Income Announces Dividend

The firm also recently declared a monthly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st will be given a dividend of $0.271 per share. The ex-dividend date is Monday, August 31st. This represents a c) dividend on an annualized basis and a yield of 5.2%. Realty Income’s dividend payout ratio is currently 237.23%.

Realty Income Profile

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.