Liberty One Investment Management LLC Purchases 21,811 Shares of Realty Income Corporation $O

Liberty One Investment Management LLC increased its position in shares of Realty Income Corporation (NYSE:O) by 31.5% during the first quarter, Holdings Channel reports. The institutional investor owned 91,013 shares of the real estate investment trust’s stock after purchasing an additional 21,811 shares during the period. Liberty One Investment Management LLC’s holdings in Realty Income were worth $5,568,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in O. Vanguard Group Inc. raised its position in shares of Realty Income by 0.5% during the fourth quarter. Vanguard Group Inc. now owns 150,415,287 shares of the real estate investment trust’s stock worth $8,478,910,000 after purchasing an additional 684,949 shares during the period. State Street Corp grew its position in Realty Income by 0.8% in the 4th quarter. State Street Corp now owns 63,559,987 shares of the real estate investment trust’s stock valued at $3,599,676,000 after purchasing an additional 531,095 shares during the period. Geode Capital Management LLC grew its position in Realty Income by 2.8% in the 4th quarter. Geode Capital Management LLC now owns 29,206,196 shares of the real estate investment trust’s stock valued at $1,655,991,000 after purchasing an additional 793,100 shares during the period. Morgan Stanley increased its stake in Realty Income by 21.6% during the 4th quarter. Morgan Stanley now owns 18,291,294 shares of the real estate investment trust’s stock valued at $1,031,080,000 after purchasing an additional 3,252,091 shares in the last quarter. Finally, Dimensional Fund Advisors LP raised its holdings in Realty Income by 1.2% during the first quarter. Dimensional Fund Advisors LP now owns 13,018,219 shares of the real estate investment trust’s stock worth $796,457,000 after buying an additional 154,581 shares during the last quarter. Institutional investors own 70.81% of the company’s stock.

Key Headlines Impacting Realty Income

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

• Positive Sentiment: Market commentary says Realty Income’s move into data centers could significantly boost dividend growth over the next decade by opening a new, higher-growth property segment. Realty Income’s Data Center Bet Could Turbocharge Dividend Growth Over the Next Decade
• Positive Sentiment: Several articles continue to emphasize Realty Income’s reputation as a dependable monthly dividend payer with a long history of uninterrupted distributions, supporting its appeal to income-focused investors. The Set It and Forget It Monthly Dividend Stocks Retirees Wish They’d Bought 20 Years Ago
• Positive Sentiment: A Cincinnati-area property purchase for $32 million suggests Realty Income is still actively deploying capital into income-producing real estate, which can support future cash flow. Publicly traded real estate firm buys Cincinnati-area property for $32M, nearly double last sale price
• Neutral Sentiment: Barclays kept a Hold rating on Realty Income, which does not signal a major near-term catalyst either way. Barclays Remains a Hold on Realty Income (O)
• Neutral Sentiment: Recent “trending stock” coverage indicates rising investor interest, but the articles mainly reiterate known facts rather than introducing a new fundamental driver. Realty Income Corporation (O) Is a Trending Stock: Facts to Know Before Betting on It

Analyst Ratings Changes

A number of research firms have weighed in on O. Robert W. Baird raised their price objective on shares of Realty Income from $64.00 to $65.00 and gave the company a “neutral” rating in a research note on Monday, July 6th. Scotiabank dropped their price target on shares of Realty Income from $72.00 to $67.00 and set a “sector outperform” rating on the stock in a research report on Thursday, June 18th. Freedom Capital raised Realty Income from a “hold” rating to a “strong-buy” rating in a report on Monday, May 11th. Morgan Stanley set a $67.00 price objective on Realty Income in a research note on Monday, April 27th. Finally, Jefferies Financial Group started coverage on Realty Income in a report on Monday, June 1st. They issued a “buy” rating and a $69.00 target price on the stock. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $67.11.

Realty Income Trading Down 0.5%

Shares of Realty Income stock opened at $64.71 on Friday. Realty Income Corporation has a 1 year low of $55.86 and a 1 year high of $67.93. The stock has a fifty day moving average price of $62.36 and a 200-day moving average price of $62.68. The company has a debt-to-equity ratio of 0.72, a current ratio of 1.56 and a quick ratio of 1.56. The firm has a market cap of $60.34 billion, a PE ratio of 53.04, a P/E/G ratio of 5.07 and a beta of 0.72.

Realty Income (NYSE:O) last announced its quarterly earnings data on Wednesday, May 6th. The real estate investment trust reported $1.13 EPS for the quarter, topping the consensus estimate of $1.10 by $0.03. The business had revenue of $1.55 billion for the quarter, compared to analyst estimates of $1.39 billion. Realty Income had a net margin of 18.94% and a return on equity of 2.80%. The company’s revenue for the quarter was up 12.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.06 earnings per share. Realty Income has set its FY 2026 guidance at 4.410-4.440 EPS. Equities research analysts anticipate that Realty Income Corporation will post 4.45 EPS for the current year.

Realty Income Announces Dividend

The company also recently disclosed a monthly dividend, which will be paid on Friday, August 14th. Investors of record on Friday, July 31st will be issued a $0.271 dividend. The ex-dividend date of this dividend is Friday, July 31st. This represents a c) annualized dividend and a yield of 5.0%. Realty Income’s dividend payout ratio (DPR) is 266.39%.

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.