595,627 Shares in Realty Income Corporation $O Bought by Danske Bank A S

Danske Bank A S bought a new stake in Realty Income Corporation (NYSE:O) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 595,627 shares of the real estate investment trust’s stock, valued at approximately $36,905,000. Danske Bank A S owned approximately 0.06% of Realty Income at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its position in shares of Realty Income by 0.5% during the 4th 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 last quarter. Nomura Asset Management Co. Ltd. raised its stake in shares of Realty Income by 0.7% during the 4th quarter. Nomura Asset Management Co. Ltd. now owns 2,323,920 shares of the real estate investment trust’s stock worth $130,999,000 after purchasing an additional 16,546 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. boosted its holdings in shares of Realty Income by 5.4% in the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 2,730,032 shares of the real estate investment trust’s stock valued at $156,458,000 after buying an additional 140,685 shares during the last quarter. 1834 Investment Advisors Co. grew its stake in shares of Realty Income by 86.7% in the fourth quarter. 1834 Investment Advisors Co. now owns 39,734 shares of the real estate investment trust’s stock valued at $2,240,000 after buying an additional 18,455 shares in the last quarter. Finally, Keudell Morrison Wealth Management bought a new position in shares of Realty Income in the fourth quarter valued at $1,037,000. 70.81% of the stock is currently owned by institutional investors and hedge funds.

Realty Income News Roundup

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

• Positive Sentiment: Data centers could become a major growth catalyst. Recent analysis highlights Realty Income’s push into data-center real estate as a potentially scalable business line that could diversify the company beyond traditional net-lease properties. The strategy may improve long-term growth prospects if Realty Income can secure attractive assets and customers. Realty Income: Data Center Vertical A Major Catalyst Now
• Positive Sentiment: Realty Income declared its 674th consecutive monthly dividend. The $0.2710-per-share payment is scheduled for September 15, 2026, for shareholders of record on August 31. The annualized payout is $3.252 per share, implying a yield of approximately 5.2% based on the recent share price. The long record of uninterrupted monthly payments supports the stock’s reputation as an income investment. Realty Income Announces 674th Consecutive Common Stock Monthly Dividend
• Positive Sentiment: Long-term payout growth remains a key attraction. Coverage notes that Realty Income has increased its distribution for 31 consecutive years, while monthly payments provide regular cash flow and allow investors to reinvest more frequently. Realty Income Yields 5.2%. Here’s Why the Payout Keeps Growing.
• Neutral Sentiment: The data-center expansion could require significant investment and successful execution, making the expected growth opportunity longer term rather than an immediate earnings catalyst. The stock’s ex-dividend date is August 31, so the share price may adjust around that date.

Realty Income Stock Up 1.3%

O opened at $63.00 on Thursday. The stock’s fifty day simple moving average is $63.16 and its 200 day simple moving average is $63.15. Realty Income Corporation has a 1-year low of $55.86 and a 1-year high of $67.93. The stock has a market cap of $59.61 billion, a PE ratio of 45.99, a price-to-earnings-growth ratio of 4.42 and a beta of 0.71. The company has a current ratio of 5.88, a quick ratio of 5.88 and a debt-to-equity ratio of 0.73.

Realty Income (NYSE:O) last released its quarterly earnings data on Wednesday, August 5th. The real estate investment trust reported $1.09 EPS for the quarter, meeting the consensus estimate of $1.09. The firm had revenue of $1.55 billion for the quarter, compared to the consensus estimate of $1.40 billion. Realty Income had a net margin of 20.93% and a return on equity of 3.12%. The company’s quarterly revenue was up 9.7% on a year-over-year basis. During the same period in the previous year, the company earned $1.05 earnings per share. Realty Income has set its FY 2026 guidance at 4.440-4.450 EPS. As a group, research analysts expect that Realty Income Corporation will post 4.43 earnings per share for the current year.

Realty Income Announces Dividend

The business also recently announced a monthly dividend, which will be paid on Tuesday, September 15th. Investors of record on Monday, August 31st will be issued a dividend of $0.271 per share. The ex-dividend date of this dividend is Monday, August 31st. This represents a c) annualized dividend and a dividend yield of 5.2%. Realty Income’s payout ratio is presently 237.23%.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on O shares. Huntington assumed coverage on shares of Realty Income in a research report on Wednesday, July 15th. They set an “outperform” rating and a $70.00 price target on the stock. Mizuho decreased their price objective on shares of Realty Income from $68.00 to $66.00 and set a “neutral” rating for the company in a research report on Wednesday, May 13th. Wells Fargo & Company boosted their price objective on shares of Realty Income from $64.00 to $65.00 and gave the stock an “equal weight” rating in a research note on Wednesday, July 15th. Morgan Stanley set a $67.00 target price on shares of Realty Income in a report on Monday, April 27th. Finally, Jefferies Financial Group initiated coverage on shares of Realty Income in a research note on Monday, June 1st. They issued a “buy” rating and a $69.00 target price for the company. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $67.42.

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.