Mitsubishi UFJ Asset Management Co. Ltd. Has $156.46 Million Stock Holdings in Realty Income Corporation $O

Mitsubishi UFJ Asset Management Co. Ltd. increased its position in shares of Realty Income Corporation (NYSE:O - Free Report) by 5.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,730,032 shares of the real estate investment trust's stock after acquiring an additional 140,685 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.30% of Realty Income worth $156,458,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also made changes to their positions in the company. Stance Capital LLC acquired a new stake in shares of Realty Income during the 3rd quarter worth approximately $27,000. Strengthening Families & Communities LLC boosted its position in shares of Realty Income by 586.1% during the 3rd quarter. Strengthening Families & Communities LLC now owns 494 shares of the real estate investment trust's stock worth $30,000 after acquiring an additional 422 shares in the last quarter. Ameriflex Group Inc. boosted its position in shares of Realty Income by 68.7% during the 3rd quarter. Ameriflex Group Inc. now owns 528 shares of the real estate investment trust's stock worth $32,000 after acquiring an additional 215 shares in the last quarter. FNY Investment Advisers LLC boosted its position in shares of Realty Income by 622.2% during the 4th quarter. FNY Investment Advisers LLC now owns 650 shares of the real estate investment trust's stock worth $36,000 after acquiring an additional 560 shares in the last quarter. Finally, Maseco LLP acquired a new stake in shares of Realty Income during the 4th quarter worth approximately $43,000. Institutional investors and hedge funds own 70.81% of the company's stock.

Wall Street Analyst Weigh In

O has been the topic of several analyst reports. Freedom Capital lowered shares of Realty Income from a "strong-buy" rating to a "hold" rating in a research report on Monday, March 2nd. Deutsche Bank Aktiengesellschaft upgraded shares of Realty Income from a "hold" rating to a "buy" rating and set a $69.00 price target on the stock in a research report on Tuesday, January 20th. UBS Group increased their price target on shares of Realty Income from $66.00 to $72.00 and gave the stock a "buy" rating in a research report on Monday, March 9th. Barclays raised their target price on shares of Realty Income from $65.00 to $68.00 and gave the company an "equal weight" rating in a research report on Tuesday, April 21st. Finally, Morgan Stanley set a $67.00 target price on shares of Realty Income in a research report on Monday, April 27th. Six research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Realty Income currently has a consensus rating of "Hold" and a consensus price target of $67.19.

Key Stories Impacting Realty Income

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

• Positive Sentiment: FFO beat — Realty Income reported funds from operations (FFO) of $1.13/share vs. the Zacks consensus of $1.10, an improvement from $1.06 a year ago; for REIT investors FFO is a key profitability metric and this beat supports dividend coverage and valuation. Realty Income Corp. (O) Q1 FFO and Revenues Beat Estimates
• Positive Sentiment: Revenue and operating strength — Total revenue exceeded expectations ($1.55B vs. ~$1.39B est.) and management described a strong quarter, prompting an upward revision to parts of its outlook; that operational strength is likely the primary catalyst behind today’s positive price action. Realty Income boosts 2026 outlook after strong quarter
• Neutral Sentiment: Market commentary on monthly dividend appeal — Several consumer finance pieces and dividend‑income roundups continue to highlight Realty Income as a core monthly‑payout holding; these stories support investor interest but are not immediate catalysts. Want Reliable Dividend Income in May? These 2 Stocks Deliver
• Negative Sentiment: EPS miss and slightly cautious FY26 guidance — GAAP EPS came in at $0.33 (below the $0.40 consensus), and the updated FY2026 EPS range (4.410–4.440) sits a hair below the Street consensus (~4.450). Those points are weighing on sentiment for investors focused on near‑term EPS and analyst targets. Realty Income reported earnings (MarketBeat)

Realty Income Stock Performance

Shares of Realty Income stock opened at $64.04 on Thursday. Realty Income Corporation has a fifty-two week low of $54.38 and a fifty-two week high of $67.93. 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 firm has a market capitalization of $59.71 billion, a P/E ratio of 54.73, a P/E/G ratio of 4.30 and a beta of 0.75. The company's 50 day moving average price is $63.64 and its two-hundred day moving average price is $60.78.

Realty Income (NYSE:O - Get Free Report) last issued its earnings results on Wednesday, May 6th. The real estate investment trust reported $1.13 earnings per share for the quarter, beating analysts' consensus estimates of $1.10 by $0.03. Realty Income had a net margin of 18.41% and a return on equity of 2.68%. The firm had revenue of $1.55 billion for the quarter, compared to analyst estimates of $1.39 billion. During the same quarter last year, the business posted $1.06 earnings per share. The company's quarterly revenue was up 12.2% on a year-over-year basis. Realty Income has set its FY 2026 guidance at 4.410-4.440 EPS. On average, equities analysts forecast that Realty Income Corporation will post 4.45 earnings per share for the current fiscal year.

Realty Income Announces Dividend

The business also recently announced a monthly dividend, which will be paid on Friday, May 15th. Shareholders of record on Thursday, April 30th will be given a $0.2705 dividend. The ex-dividend date is Thursday, April 30th. This represents a c) dividend on an annualized basis and a yield of 5.1%. Realty Income's dividend payout ratio (DPR) is currently 277.78%.

Insider Activity at Realty Income

In other news, insider Michelle Bushore sold 7,400 shares of Realty Income stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $62.42, for a total transaction of $461,908.00. Following the transaction, the insider owned 67,641 shares in the company, valued at approximately $4,222,151.22. The trade was a 9.86% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.10% of the company's stock.

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.

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