Adelante Capital Management LLC Has $72.11 Million Stock Holdings in Realty Income Corporation $O

Adelante Capital Management LLC trimmed its stake in shares of Realty Income Corporation (NYSE:O - Free Report) by 2.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,163,890 shares of the real estate investment trust's stock after selling 29,656 shares during the quarter. Realty Income comprises approximately 4.7% of Adelante Capital Management LLC's investment portfolio, making the stock its 6th biggest position. Adelante Capital Management LLC owned about 0.12% of Realty Income worth $72,115,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of O. DGS Capital Management LLC boosted its stake in Realty Income by 4.3% in the 4th quarter. DGS Capital Management LLC now owns 3,836 shares of the real estate investment trust's stock valued at $216,000 after purchasing an additional 158 shares during the period. Tactive Advisors LLC increased its position in Realty Income by 1.8% during the 2nd quarter. Tactive Advisors LLC now owns 9,239 shares of the real estate investment trust's stock worth $572,000 after buying an additional 163 shares during the period. Patrick M Sweeney & Associates Inc. lifted its holdings in shares of Realty Income by 4.5% during the fourth quarter. Patrick M Sweeney & Associates Inc. now owns 3,801 shares of the real estate investment trust's stock worth $214,000 after buying an additional 164 shares in the last quarter. CYBER HORNET ETFs LLC boosted its position in shares of Realty Income by 7.4% in the fourth quarter. CYBER HORNET ETFs LLC now owns 2,417 shares of the real estate investment trust's stock valued at $136,000 after acquiring an additional 166 shares during the period. Finally, First National Trust Co grew its stake in shares of Realty Income by 1.2% in the fourth quarter. First National Trust Co now owns 15,109 shares of the real estate investment trust's stock valued at $852,000 after acquiring an additional 180 shares in the last quarter. 70.81% of the stock is owned by institutional investors.

Realty Income Trading Down 0.9%

NYSE O opened at $62.29 on Thursday. The company has a market cap of $58.94 billion, a price-to-earnings ratio of 45.47, a price-to-earnings-growth ratio of 4.46 and a beta of 0.71. Realty Income Corporation has a twelve month low of $55.86 and a twelve month high of $67.93. The company has a quick ratio of 5.88, a current ratio of 5.88 and a debt-to-equity ratio of 0.73. The business's fifty day moving average is $63.25 and its 200 day moving average is $63.18.

Realty Income (NYSE:O - Get Free Report) last announced its earnings results on Wednesday, August 5th. The real estate investment trust reported $1.09 earnings per share (EPS) for the quarter, hitting the consensus estimate of $1.09. The business had revenue of $1.55 billion during the quarter, compared to analyst estimates of $1.40 billion. Realty Income had a return on equity of 3.12% and a net margin of 20.93%.Realty Income's revenue for the quarter was up 9.7% compared to the same quarter last year. During the same period last year, the company earned $1.05 EPS. Realty Income has set its FY 2026 guidance at 4.440-4.450 EPS. As a group, sell-side analysts expect that Realty Income Corporation will post 4.43 EPS for the current fiscal year.

Realty Income Announces Dividend

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

Key Headlines Impacting Realty Income

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

• Positive Sentiment: Realty Income amended an existing $500 million term loan, streamlining its debt structure and increasing financing flexibility. The move may support liquidity and future investment capacity. Realty Income Streamlines Term Loans to Boost Flexibility
• Positive Sentiment: Coverage highlights Realty Income’s efforts to diversify funding and expand institutional commitments, fee income and fee-bearing assets. This capital-light platform could provide an additional long-term growth engine beyond property acquisitions. Realty Income Diversifies Funding: Will This Boost Long-Term Growth?
• Positive Sentiment: Investor-focused articles continue to emphasize Realty Income’s monthly dividend and roughly 5% yield, reinforcing its appeal to income-oriented investors seeking regular cash flow. Realty Income Pays a Monthly Dividend
• Neutral Sentiment: Comparisons with Regency Centers present Realty Income as the more diversified REIT, while also noting differences in internal growth, development exposure and valuation. The analysis gives investors context rather than a clear new catalyst for O. Realty Income vs. Regency Centers
• Negative Sentiment: Commentary characterizes Realty Income primarily as a reliable 5%-yield investment while investors wait for potential artificial-intelligence-related benefits to develop. That framing suggests limited near-term growth excitement and leaves the stock sensitive to bond yields and interest-rate expectations. Realty Income: Stay for the 5% Yield, Wait for AI Benefits

Wall Street Analyst Weigh In

Several brokerages recently issued reports on O. Wells Fargo & Company boosted their price target on Realty Income from $64.00 to $65.00 and gave the company an "equal weight" rating in a research note on Wednesday, July 15th. Mizuho dropped their price objective on Realty Income from $68.00 to $66.00 and set a "neutral" rating for the company in a report on Wednesday, May 13th. Royal Bank Of Canada cut their target price on Realty Income from $71.00 to $70.00 and set an "outperform" rating for the company in a research report on Friday, August 7th. Huntington initiated coverage on Realty Income in a report on Wednesday, July 15th. They set an "outperform" rating and a $70.00 target price on the stock. Finally, Robert W. Baird upped their price objective on shares of Realty Income from $64.00 to $65.00 and gave the stock a "neutral" rating in a research report on Monday, July 6th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $67.42.

Realty Income Company 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.

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