UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Buys 10,307,948 Shares of Realty Income Corporation $O

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in shares of Realty Income Corporation (NYSE:O) by 22,051.4% in the 2nd quarter, HoldingsChannel reports. The firm owned 10,354,693 shares of the real estate investment trust’s stock after acquiring an additional 10,307,948 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Realty Income were worth $641,577,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of O. Brighton Jones LLC raised its position in Realty Income by 11.2% during the fourth quarter. Brighton Jones LLC now owns 6,101 shares of the real estate investment trust’s stock valued at $326,000 after purchasing an additional 615 shares in the last quarter. Bison Wealth LLC bought a new stake in shares of Realty Income during the 4th quarter worth $571,000. Empowered Funds LLC lifted its position in shares of Realty Income by 8.0% during the 1st quarter. Empowered Funds LLC now owns 18,029 shares of the real estate investment trust’s stock worth $1,041,000 after buying an additional 1,330 shares during the last quarter. Woodline Partners LP boosted its stake in Realty Income by 41.3% in the first quarter. Woodline Partners LP now owns 73,942 shares of the real estate investment trust’s stock valued at $4,289,000 after buying an additional 21,603 shares in the last quarter. Finally, Intech Investment Management LLC grew its position in Realty Income by 14.9% in the first quarter. Intech Investment Management LLC now owns 25,401 shares of the real estate investment trust’s stock valued at $1,474,000 after acquiring an additional 3,290 shares during the last quarter. 70.81% of the stock is currently owned by institutional investors and hedge funds.

Key Realty Income News

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

• Positive Sentiment: Falling bond yields could improve the appeal of Realty Income’s dividend yield relative to fixed-income alternatives. The company’s diversified net-lease portfolio and monthly distributions make it a potential beneficiary of renewed REIT demand. Could Falling Yields Make REIT Stocks Worth a Second Look?
• Positive Sentiment: Realty Income’s rising adjusted funds from operations, high occupancy and expansion into data centers are cited as support for continued dividend durability, even though payout growth is measured. Realty Income’s Dividend Growth Stays Durable: Should You Buy or Hold?
• Positive Sentiment: Several income-focused articles continue to present Realty Income as a dependable monthly dividend payer and a high-quality REIT for long-term investors, potentially supporting demand from retirees and yield-oriented shareholders. Realty Income: The Best REIT To Own
• Positive Sentiment: Options-writing strategies may offer investors a way to enhance income from Realty Income shares, although this is an investment approach rather than a change to the company’s fundamentals. Realty Income: Long-Term Income Name ‘Enhanced’ Via Options Writing
• Neutral Sentiment: Realty Income’s ordinary-income distributions can create a relatively high tax burden in taxable accounts, making the stock potentially more attractive in tax-advantaged accounts such as Roth IRAs. These 5 Dividend Stocks Lose the Most to Taxes Outside a Roth
• Negative Sentiment: Critics argue that Realty Income’s acquisitions and broader business expansion have not accelerated growth enough, while Lamar Advertising is viewed as having stronger acquisition execution. Lamar’s Acquisition Prowess Outshines Realty Income
• Negative Sentiment: Other commentary suggests investors may find better five-year total-return potential in VICI Properties, increasing competitive pressure on Realty Income among high-yield REITs. Prediction: This High-Yield Dividend Stock Will Outperform Realty Income Over the Next 5 Years

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the company. Evercore set a $68.00 price objective on Realty Income in a report on Friday, August 7th. Wells Fargo & Company upped their price objective on Realty Income from $64.00 to $65.00 and gave the company an “equal weight” rating in a research note on Wednesday, July 15th. UBS Group set a $67.00 target price on shares of Realty Income in a report on Thursday, June 18th. Stifel Nicolaus set a $70.75 price target on shares of Realty Income in a report on Tuesday, June 30th. Finally, Huntington began 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. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $67.42.

Realty Income Price Performance

Realty Income stock opened at $62.03 on Friday. The stock has a market capitalization of $58.69 billion, a price-to-earnings ratio of 45.28, a PEG ratio of 4.40 and a beta of 0.71. Realty Income Corporation has a 52-week low of $55.86 and a 52-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. The stock’s 50 day moving average price is $63.31 and its two-hundred day moving average price is $63.16.

Realty Income (NYSE:O) last issued 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. The business had revenue of $1.55 billion for the quarter, compared to analyst estimates of $1.40 billion. Realty Income had a net margin of 20.93% and a return on equity of 3.12%. Realty Income’s revenue was up 9.7% on a year-over-year basis. During the same period in the prior year, the firm earned $1.05 earnings per share. Realty Income has set its FY 2026 guidance at 4.440-4.450 EPS. On average, equities analysts predict that Realty Income Corporation will post 4.43 earnings per share for the current year.

Realty Income Announces Dividend

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