Lasalle Investment Management Securities LLC Has $88.24 Million Holdings in Realty Income Corporation $O

Lasalle Investment Management Securities LLC decreased its stake in shares of Realty Income Corporation (NYSE:O) by 29.3% in the 3rd quarter, Holdings Channel reports. The fund owned 1,451,542 shares of the real estate investment trust’s stock after selling 601,774 shares during the quarter. Realty Income accounts for approximately 3.5% of Lasalle Investment Management Securities LLC’s investment portfolio, making the stock its 12th biggest position. Lasalle Investment Management Securities LLC’s holdings in Realty Income were worth $88,239,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Norges Bank bought a new position in Realty Income during the 2nd quarter worth about $676,500,000. Vanguard Group Inc. lifted its holdings in shares of Realty Income by 2.5% in the second quarter. Vanguard Group Inc. now owns 146,136,211 shares of the real estate investment trust’s stock valued at $8,418,907,000 after purchasing an additional 3,624,852 shares in the last quarter. Geode Capital Management LLC boosted its position in shares of Realty Income by 8.3% during the second 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 buying an additional 2,058,031 shares during the period. Schroder Investment Management Group grew its holdings in shares of 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 worth $123,259,000 after buying an additional 1,728,082 shares in the last quarter. Finally, ABN Amro Investment Solutions acquired a new stake in Realty Income in the 2nd quarter valued at approximately $70,939,000. 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: 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.

Realty Income Trading Up 0.8%

Shares of NYSE:O opened at $67.11 on Friday. Realty Income Corporation has a 52-week low of $50.71 and a 52-week high of $67.94. The company has a debt-to-equity ratio of 0.72, a quick ratio of 1.53 and a current ratio of 1.40. The company has a market capitalization of $62.57 billion, a P/E ratio of 57.36, a price-to-earnings-growth ratio of 3.99 and a beta of 0.79. The company has a 50-day simple moving average of $61.21 and a 200 day simple moving average 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 (EPS) for the quarter, meeting analysts’ consensus estimates of $1.08. Realty Income had a return on equity of 2.68% and a net margin of 18.41%.The company had revenue of $1.49 billion during the quarter, compared to analysts’ expectations of $1.40 billion. During the same period last year, the firm posted $1.05 earnings per share. The business’s revenue was up 11.0% on a year-over-year basis. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. Sell-side analysts forecast that Realty Income Corporation will post 4.19 earnings per share for the current 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 given a dividend of $0.27 per share. This represents a c) dividend on an annualized basis and a yield of 4.8%. The ex-dividend date of this dividend is Friday, February 27th. Realty Income’s payout ratio is 276.92%.

Analyst Upgrades and Downgrades

O has been the subject of a number of recent research reports. Wells Fargo & Company upped their price target on Realty Income from $59.00 to $60.00 and gave the stock an “equal weight” rating in a research report on Tuesday, November 25th. Stifel Nicolaus boosted their price objective on shares of Realty Income from $67.75 to $70.50 and gave the stock a “buy” rating in a research report on Wednesday. JPMorgan Chase & Co. reaffirmed an “underweight” rating and issued a $61.00 target price on shares of Realty Income in a research report on Thursday, December 18th. Royal Bank Of Canada lifted their price target on shares of Realty Income from $61.00 to $70.00 and gave the company an “outperform” rating in a research note on Wednesday. Finally, Wall Street Zen upgraded shares of Realty Income from a “sell” rating to a “hold” rating in a research note on Saturday. Six analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $64.88.

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.