Chesapeake Capital Corp IL Takes $1.12 Million Position in Realty Income Corporation $O

Chesapeake Capital Corp IL bought a new stake in Realty Income Corporation (NYSE:O) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 18,442 shares of the real estate investment trust’s stock, valued at approximately $1,121,000. Realty Income makes up about 1.0% of Chesapeake Capital Corp IL’s investment portfolio, making the stock its 24th biggest holding.

Several other large investors also recently bought and sold shares of the business. State Street Corp increased its position in Realty Income by 1.1% during the second quarter. State Street Corp now owns 61,732,956 shares of the real estate investment trust’s stock valued at $3,556,436,000 after acquiring an additional 676,697 shares during the last quarter. OLD National Bancorp IN bought a new stake in shares of Realty Income in the 3rd quarter worth about $3,391,000. ProShare Advisors LLC boosted its stake in shares of Realty Income by 5.3% during the 3rd quarter. ProShare Advisors LLC now owns 3,067,894 shares of the real estate investment trust’s stock worth $186,497,000 after purchasing an additional 155,677 shares during the period. Federated Hermes Inc. boosted its stake in shares of Realty Income by 13.1% during the 2nd quarter. Federated Hermes Inc. now owns 2,669,031 shares of the real estate investment trust’s stock worth $153,763,000 after purchasing an additional 309,902 shares during the period. Finally, Allied Investment Advisors LLC purchased a new position in shares of Realty Income during the 3rd quarter worth about $10,870,000. Institutional investors own 70.81% of the company’s stock.

More Realty Income News

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

• Positive Sentiment: Mizuho increased its price target to $68, signaling stronger analyst conviction on growth from acquisitions and partnerships. Mizuho Raises Price Target
• Positive Sentiment: Scotiabank raised its price target to $69, adding to the street momentum that clusters targets in the high-$60s. Scotiabank Price Target Raise
• Positive Sentiment: Realty Income declared its 134th monthly dividend increase to $0.2705 per share (annualized ~$3.246; ~5% yield), with record date March 31 — supporting the REIT’s income story. Dividend Increase
• Positive Sentiment: Coverage noting stronger balance-sheet capacity and $6.3B of 2025 investments reinforces Realty Income’s ability to fund acquisitions and joint ventures. Balance Sheet Strength
• Neutral Sentiment: Barclays nudged its price target to $65 but kept an “equal weight” rating, implying limited near-term upside from that shop. Barclays Note
• Neutral Sentiment: Broader media pieces and lists highlighting high-yield dividend stocks (including REITs) keep income names in focus, but they also emphasize competition for yield across the sector. Dividend Stocks List
• Negative Sentiment: Valuation and limited upside may be constraining: a high P/E and clustered analyst targets near current levels mean upside from here could be modest, which helps explain downward pressure on the share price today.

Realty Income Price Performance

Shares of O stock opened at $64.42 on Friday. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.40 and a quick ratio of 1.40. The company has a market capitalization of $60.07 billion, a P/E ratio of 55.06, a P/E/G ratio of 4.83 and a beta of 0.77. The company’s 50-day simple moving average is $62.95 and its two-hundred day simple moving average is $59.89. Realty Income Corporation has a one year low of $50.71 and a one year high of $67.93.

Realty Income (NYSE:O) last posted its quarterly earnings results on Tuesday, February 24th. The real estate investment trust reported $1.08 earnings per share for the quarter, meeting the consensus estimate of $1.08. The firm had revenue of $1.40 billion during the quarter, compared to the consensus estimate of $1.40 billion. Realty Income had a net margin of 18.41% and a return on equity of 2.68%. The company’s revenue was up 11.0% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.05 earnings per share. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. As a group, equities analysts anticipate that Realty Income Corporation will post 4.19 EPS for the current year.

Realty Income Increases Dividend

The firm also recently declared a monthly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st will be given a $0.2705 dividend. This represents a c) annualized dividend and a dividend yield of 5.0%. The ex-dividend date of this dividend is Tuesday, March 31st. This is a boost from Realty Income’s previous monthly dividend of $0.27. Realty Income’s dividend payout ratio is currently 276.92%.

Analyst Ratings Changes

A number of analysts recently weighed in on the stock. Stifel Nicolaus increased 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, February 25th. Barclays boosted their target price on Realty Income from $64.00 to $65.00 and gave the company an “equal weight” rating in a research report on Friday. Freedom Capital downgraded Realty Income from a “strong-buy” rating to a “hold” rating in a report on Monday, March 2nd. Wall Street Zen raised Realty Income from a “sell” rating to a “hold” rating in a research note on Saturday, February 28th. Finally, Cantor Fitzgerald boosted their price objective on Realty Income from $60.00 to $68.00 and gave the company a “neutral” rating in a report on Friday, February 27th. Six equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Realty Income currently has a consensus rating of “Hold” and an average target price of $66.39.

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.