Huntington National Bank Increases Position in Realty Income Corporation $O

Huntington National Bank raised its holdings in Realty Income Corporation (NYSE:O) by 6.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 300,008 shares of the real estate investment trust’s stock after purchasing an additional 18,826 shares during the quarter. Huntington National Bank’s holdings in Realty Income were worth $18,238,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently made changes to their positions in the company. Norges Bank purchased a new stake in Realty Income in the second quarter worth $676,500,000. Vanguard Group Inc. grew its stake in shares of Realty Income by 2.5% during the 2nd quarter. Vanguard Group Inc. now owns 146,136,211 shares of the real estate investment trust’s stock worth $8,418,907,000 after acquiring an additional 3,624,852 shares during the period. Geode Capital Management LLC increased its holdings in Realty Income by 8.3% in the 2nd quarter. Geode Capital Management LLC now owns 26,979,134 shares of the real estate investment trust’s stock worth $1,548,687,000 after acquiring an additional 2,058,031 shares during the last quarter. Schroder Investment Management Group lifted its holdings in Realty Income by 420.0% during the second quarter. Schroder Investment Management Group now owns 2,139,550 shares of the real estate investment trust’s stock valued at $123,259,000 after purchasing an additional 1,728,082 shares during the last quarter. Finally, ABN Amro Investment Solutions bought a new position in Realty Income during the second quarter worth about $70,939,000. 70.81% of the stock is currently owned by institutional investors.

Key Realty Income News

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

• Positive Sentiment: Realty Income announced an $8 billion 2026 investment plan (after ~$6.3B in 2025) to expand globally and access new capital — a growth pipeline that supports faster asset deployment and AFFO growth. Read More.
• Positive Sentiment: Q4 results showed revenue above expectations, steady AFFO and 98.9% occupancy; management set FY2026 EPS guidance — fundamentals that validate the growth plan and support income stability. Read More.
• Positive Sentiment: Short interest fell ~18.5% in February (to ~27.1M shares), reducing potential downward pressure from short-covering and signaling less bearish positioning. Read More.
• Positive Sentiment: Broker commentary is supportive: Royal Bank of Canada and Stifel commentary flagged upside potential, suggesting institutional analysts see further price appreciation. Read More. Read More.
• Neutral Sentiment: Cantor Fitzgerald raised its price target to $68 but kept a “neutral” rating — a modest endorsement that limits dramatic bullish re-rating. Read More.
• Neutral Sentiment: Media coverage highlights Realty Income’s long dividend track record and inclusion in dividend-stock roundups, which can sustain investor interest but are not new catalysts. Read More.
• Neutral Sentiment: Options and fund commentary show increased activity and attention (useful for near-term liquidity/volatility signals), but these are informational rather than directional. Read More.
• Negative Sentiment: Investors and analysts remain cautious about interest-rate risk and valuation—debate persists whether current multiple already prices in future rate moves; this caps near-term upside. Read More.

Analyst Ratings Changes

O has been the topic of several research reports. Barclays boosted their price target on shares of Realty Income from $63.00 to $64.00 and gave the company an “equal weight” rating in a research report on Wednesday, December 3rd. Wall Street Zen raised shares of Realty Income from a “sell” rating to a “hold” rating in a report on Saturday. Mizuho dropped their target price on Realty Income from $63.00 to $60.00 and set a “neutral” rating on the stock in a research report on Wednesday, December 17th. Morgan Stanley lifted their price target on Realty Income from $62.00 to $65.00 and gave the company an “equal weight” rating in a research report on Wednesday, December 24th. Finally, Stifel Nicolaus increased their price objective on Realty Income from $67.75 to $70.50 and gave the stock a “buy” rating in a report on Wednesday. Six equities research analysts have rated the stock with a Buy rating, eight 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 a consensus rating of “Hold” and an average price target of $64.88.

Realty Income Stock Performance

Shares of O opened at $67.11 on Friday. The company has a market capitalization of $62.57 billion, a price-to-earnings ratio of 57.36, a price-to-earnings-growth ratio of 3.99 and a beta of 0.79. Realty Income Corporation has a 52-week low of $50.71 and a 52-week high of $67.94. The company has a quick ratio of 1.53, a current ratio of 1.40 and a debt-to-equity ratio of 0.72. The stock has a 50 day moving average price of $61.21 and a 200 day moving average price of $59.42.

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 analysts’ consensus estimates of $1.08. Realty Income had a net margin of 18.41% and a return on equity of 2.68%. The company had revenue of $1.49 billion for the quarter, compared to analysts’ expectations of $1.40 billion. During the same quarter last year, the company earned $1.05 earnings per share. The firm’s revenue for the quarter was up 11.0% on a year-over-year basis. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. Research analysts predict that Realty Income Corporation will post 4.19 EPS for the current fiscal year.

Realty Income Announces Dividend

The business also recently disclosed a monthly dividend, which will be paid on Friday, March 13th. Shareholders of record on Friday, February 27th will be paid a $0.27 dividend. This represents a c) annualized dividend and a yield of 4.8%. The ex-dividend date is Friday, February 27th. Realty Income’s dividend payout ratio is currently 276.92%.

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.