WealthShield Partners LLC Makes New $1.92 Million Investment in Realty Income Corporation $O

Key Points

• WealthShield Partners acquired 30,908 shares of Realty Income in the second quarter, valued at approximately $1.92 million. Institutional investors and hedge funds collectively own 70.81% of the REIT.
• Realty Income reported quarterly EPS of $1.09, in line with analyst expectations, while revenue reached $1.55 billion—up 9.7% year over year and above estimates.
• The company declared a monthly dividend of $0.271 per share, representing an annualized yield of about 5.2%. Analysts maintain a “Moderate Buy” consensus with an average price target of $67.42, compared with the stock’s $62.61 price.

WealthShield Partners LLC acquired a new position in Realty Income Corporation (NYSE:O - Free Report) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 30,908 shares of the real estate investment trust's stock, valued at approximately $1,923,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Vanguard Group Inc. grew its stake in 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. BlackRock Inc. bought a new stake in Realty Income in the second quarter worth approximately $6,997,219,000. State Street Corp lifted its stake in Realty Income by 0.8% in the fourth 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 buying an additional 531,095 shares during the period. Geode Capital Management LLC lifted its stake in Realty Income by 2.8% in the fourth 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 buying an additional 793,100 shares during the period. Finally, Morgan Stanley boosted its holdings in shares of 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 worth $1,031,080,000 after buying an additional 3,252,091 shares in the last quarter. 70.81% of the stock is owned by institutional investors and hedge funds.

Realty Income Trading Down 0.9%

O opened at $62.61 on Friday. Realty Income Corporation has a fifty-two week low of $55.86 and a fifty-two week high of $67.93. The firm has a market capitalization of $59.24 billion, a PE ratio of 45.70, a P/E/G ratio of 4.44 and a beta of 0.71. The company has a debt-to-equity ratio of 0.73, a current ratio of 5.88 and a quick ratio of 5.88. The company's 50-day moving average is $63.18 and its 200 day moving average is $63.16.

Realty Income (NYSE:O - Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The real estate investment trust reported $1.09 earnings per share (EPS) for the quarter, meeting analysts' consensus estimates of $1.09. The business had revenue of $1.55 billion during the quarter, compared to the consensus estimate of $1.40 billion. Realty Income had a return on equity of 3.12% and a net margin of 20.93%.The company's quarterly revenue was up 9.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.05 EPS. Realty Income has set its FY 2026 guidance at 4.440-4.450 EPS. As a group, research analysts predict that Realty Income Corporation will post 4.43 earnings per share 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. Investors of record on Monday, August 31st will be issued a dividend of $0.271 per share. The ex-dividend date is Monday, August 31st. This represents a c) annualized dividend and a yield of 5.2%. Realty Income's dividend payout ratio is 237.23%.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on O. Mizuho reduced 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. Morgan Stanley set a $67.00 target price on shares of Realty Income in a research report on Monday, April 27th. Robert W. Baird raised their price target on shares of Realty Income from $64.00 to $65.00 and gave the stock a "neutral" rating in a report on Monday, July 6th. Barclays decreased their price target on shares of Realty Income from $68.00 to $67.00 and set an "equal weight" rating for the company in a research note on Wednesday, July 22nd. Finally, Stifel Nicolaus set a $70.75 price objective on shares of Realty Income in a report on Tuesday, June 30th. One research 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. Based on data from MarketBeat.com, Realty Income has an average rating of "Moderate Buy" and an average target price of $67.42.

Key Realty Income News

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

• Positive Sentiment: Realty Income is being highlighted as a leading dividend stock because it combines a roughly 5.2% yield with monthly dividend payments and the potential for continued growth. Why I Think the Best Dividend Stock Isn't a Tech Name: It's Realty Income
• Positive Sentiment: Recent articles emphasize Realty Income’s recurring rental income, monthly distributions and suitability for investors seeking dependable passive income. The stock would require comparatively less capital than many equities to generate $1,000 in annual dividends. Passive Income: How Much Would You Need to Invest in Realty Income Stock
• Positive Sentiment: Coverage points to Realty Income’s European expansion as a long-term growth engine, potentially adding diversification and supporting future cash-flow growth alongside its U.S. portfolio. Realty Income: European Growth Engine Backs This Monthly Dividend Payer
• Positive Sentiment: Analyst sentiment remains favorable, with Realty Income receiving an average “Moderate Buy” recommendation. Realty Income Given Average Recommendation of Moderate Buy
• Neutral Sentiment: Recent commentary also says Realty Income has outperformed several retail real estate peers in 2026 and that its latest results support its status as an income-focused pick. The company recently met quarterly earnings expectations and reported strong revenue growth, reinforcing the positive narrative.
• Negative Sentiment: The articles provide little evidence of a new, near-term earnings or operational catalyst. With Realty Income trading at a relatively high earnings multiple, investors may be weighing its attractive income profile against valuation and the typical interest-rate sensitivity of REITs.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source