Commerce Bank Acquires New Holdings in Realty Income Corporation $O

Commerce Bank acquired a new position in Realty Income Corporation (NYSE:O - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 19,184 shares of the real estate investment trust's stock, valued at approximately $1,189,000.

A number of other hedge funds also recently bought and sold shares of O. DGS Capital Management LLC increased its holdings in shares of 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 acquiring an additional 158 shares during the period. Tactive Advisors LLC boosted its position in Realty Income by 1.8% during the second quarter. Tactive Advisors LLC now owns 9,239 shares of the real estate investment trust's stock valued at $572,000 after purchasing an additional 163 shares in the last quarter. Patrick M Sweeney & Associates Inc. boosted its position in 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 valued at $214,000 after purchasing an additional 164 shares in the last quarter. CYBER HORNET ETFs LLC grew its stake in 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 purchasing an additional 166 shares during the last quarter. Finally, First National Trust Co grew its stake in 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 purchasing an additional 180 shares during the last quarter. Hedge funds and other institutional investors own 70.81% of the company's stock.

Analysts Set New Price Targets

A number of research firms have recently weighed in on O. Mizuho lowered their price target on shares of Realty Income from $68.00 to $66.00 and set a "neutral" rating on the stock in a report on Wednesday, May 13th. Jefferies Financial Group started 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. Royal Bank Of Canada dropped their target price on shares of Realty Income from $71.00 to $70.00 and set an "outperform" rating on the stock in a research report on Friday, August 7th. Evercore set a $68.00 price target on shares of Realty Income in a report on Friday, August 7th. Finally, Wells Fargo & Company raised their price target on shares of Realty Income from $64.00 to $65.00 and gave the stock an "equal weight" rating in a report on Wednesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $67.42.

Trending Headlines about Realty Income

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

• Positive Sentiment: Realty Income amended an existing $500 million term loan, a move intended to streamline its debt structure and provide greater financing flexibility. Improved liquidity and maturity management could support future acquisitions and reduce funding constraints. Realty Income Streamlines Term Loans to Boost Flexibility
• Positive Sentiment: Analysts pointed to Realty Income’s diversified funding platform, growing institutional commitments, fee-related earnings and management fees as a capital-light source of longer-term growth. These activities could reduce reliance on property acquisitions and support recurring cash flow. Realty Income Diversifies Funding: Will This Boost Long-Term Growth?
• Positive Sentiment: Several articles continued to present Realty Income as an attractive monthly dividend payer, with its roughly 5% yield appealing to income-oriented investors and potentially benefiting from tax-advantaged accounts such as Roth IRAs. Realty Income: Stay For The 5% Yield, Wait For AI Benefits To Pay Off
• Neutral Sentiment: A comparison with Regency Centers framed Realty Income as the more diversified, income-oriented REIT, while Regency offers greater exposure to internal growth and development. The better choice depends on whether investors prioritize stability and dividends or growth potential. Realty Income vs. Regency Centers
• Negative Sentiment: Renewed increases in long-term Treasury yields are pressuring rate-sensitive stocks such as Realty Income by making government bonds relatively more competitive with its dividend and potentially raising borrowing costs. This is the clearest near-term reason for the stock’s weakness. Treasury Yields Are Surging Again

Realty Income Trading Down 0.5%

Shares of NYSE:O opened at $62.85 on Wednesday. The company has a quick ratio of 5.88, a current ratio of 5.88 and a debt-to-equity ratio of 0.73. Realty Income Corporation has a 52-week low of $55.86 and a 52-week high of $67.93. The stock has a market cap of $59.47 billion, a price-to-earnings ratio of 45.88, a PEG ratio of 4.48 and a beta of 0.71. The business has a 50-day moving average price of $63.22 and a 200-day moving average price of $63.19.

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

Realty Income Announces Dividend

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

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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