Rakuten Investment Management Inc. Purchases 16,426 Shares of Realty Income Corporation $O

Rakuten Investment Management Inc. increased its position in shares of Realty Income Corporation (NYSE:O) by 10.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 168,943 shares of the real estate investment trust’s stock after purchasing an additional 16,426 shares during the period. Rakuten Investment Management Inc.’s holdings in Realty Income were worth $9,316,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in O. Provenance Wealth Advisors LLC increased its position in Realty Income by 12,437.5% during the third quarter. Provenance Wealth Advisors LLC now owns 1,003 shares of the real estate investment trust’s stock worth $54,000 after acquiring an additional 995 shares during the period. Associated Banc Corp acquired a new stake in Realty Income in the 3rd quarter worth about $451,000. Integrity Alliance LLC. raised its stake in Realty Income by 20.4% in the 3rd quarter. Integrity Alliance LLC. now owns 23,235 shares of the real estate investment trust’s stock worth $1,262,000 after purchasing an additional 3,929 shares in the last quarter. Integrity Advisory Solutions LLC boosted its holdings in Realty Income by 18.3% in the 3rd quarter. Integrity Advisory Solutions LLC now owns 8,577 shares of the real estate investment trust’s stock valued at $466,000 after purchasing an additional 1,324 shares during the period. Finally, Oregon Public Employees Retirement Fund boosted its holdings in Realty Income by 1.5% in the 3rd quarter. Oregon Public Employees Retirement Fund now owns 116,330 shares of the real estate investment trust’s stock valued at $6,317,000 after purchasing an additional 1,680 shares during the period. 70.81% of the stock is currently owned by institutional investors.

Realty Income News Roundup

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

• Positive Sentiment: After its Q3 2026 results, Realty Income raised its full-year adjusted funds from operations (AFFO) outlook to $4.45–$4.46 per share. AFFO was $1.12 per share for the quarter, and the company reported a 170-basis-point investment spread. Management also cited record investment sourcing and a €528 million European joint venture with KKR. Realty Income stock climbs on Q3 earnings and higher AFFO outlook
• Positive Sentiment: Huntington initiated coverage with a “Strong Buy” rating and raised its earnings estimates across multiple periods, including FY2027 to $4.50 and FY2028 to $4.62 per share. The upward revisions suggest greater optimism about Realty Income’s earnings outlook. Huntington analyst recommendations
• Positive Sentiment: Royal Bank of Canada reportedly raised its price target for Realty Income, another potentially supportive analyst signal; the supplied report does not provide the revised target. Realty Income stock gets price target increase from Royal Bank of Canada
• Neutral Sentiment: Recent investor commentary highlights Realty Income’s monthly dividend, diversified portfolio, and high occupancy as attractions for income-focused investors. This is supportive of the investment case but is not a new company announcement. Realty Income pays you 12 times a year
• Negative Sentiment: Cantor Fitzgerald cut its price target from $68 to $63 and maintained a “Neutral” rating. While the revised target remains above the cited share price, the reduction signals more restrained near-term expectations. Cantor Fitzgerald stock recommendations

Analyst Ratings Changes

A number of research analysts have issued reports on O shares. Huntington assumed coverage on shares of Realty Income in a research report on Monday. They set a “strong-buy” rating on the stock. Truist Financial raised shares of Realty Income from a “hold” rating to a “strong-buy” rating in a report on Wednesday, October 14th. Scotiabank downgraded shares of Realty Income from a “sector outperform” rating to a “sector perform” rating and dropped their price target for the company from $67.00 to $59.00 in a research report on Wednesday, September 23rd. Barclays cut their price target on Realty Income from $65.00 to $61.00 and set an “equal weight” rating for the company in a research note on Tuesday, October 20th. Finally, Weiss Ratings cut Realty Income from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, October 30th. Three equities research analysts have rated the stock with a Strong Buy rating, five have assigned a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $71.51.

Realty Income Stock Performance

O opened at $59.47 on Friday. The company has a debt-to-equity ratio of 0.74, a quick ratio of 5.88 and a current ratio of 6.04. Realty Income Corporation has a 52-week low of $53.15 and a 52-week high of $67.93. The firm has a market cap of $56.56 billion, a P/E ratio of 13.40, a price-to-earnings-growth ratio of 4.62 and a beta of 0.65. The business’s fifty day moving average is $57.16 and its 200-day moving average is $61.56.

Realty Income (NYSE:O) last posted its quarterly earnings results on Monday, November 2nd. The real estate investment trust reported $0.43 EPS for the quarter, beating analysts’ consensus estimates of $0.41 by $0.02. The business had revenue of $1.62 billion during the quarter, compared to the consensus estimate of $1.43 billion. Realty Income had a return on equity of 3.27% and a net margin of 21.85%. Realty Income’s revenue for the quarter was up 10.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.08 earnings per share. Sell-side analysts expect that Realty Income Corporation will post 4.45 EPS for the current fiscal year.

Realty Income Dividend Announcement

The company also recently disclosed a monthly dividend, which will be paid on Friday, November 13th. Shareholders of record on Friday, October 30th will be paid a dividend of $0.2715 per share. This represents a $3.26 dividend on an annualized basis and a yield of 5.5%. The ex-dividend date is Friday, October 30th. Realty Income’s dividend payout ratio is presently 224.83%.

Realty Income Company Profile

Realty Income Corporation is a real estate investment trust (REIT) that owns and manages a diversified portfolio of commercial properties. The company primarily invests in single-tenant properties that are leased to businesses under long-term, net lease agreements, under which tenants generally are responsible for property taxes, insurance and maintenance.

Its portfolio includes retail, grocery, convenience store, industrial, distribution and other commercial properties. Realty Income serves a broad range of tenants and seeks to generate recurring rental income through long-term leases.