Realty Income
About: Realty Income owns roughly 15,600 properties, most of which are freestanding, single-tenant, triple-net-leased retail properties. Its properties are located in 49 states and Puerto Rico and are leased to 250 tenants from 47 industries. Recent acquisitions have added industrial, gaming, office, manufacturing, and distribution properties, which make up roughly 20% of revenue.
Employees: 468
0
Funds holding %
of 7,321 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
63% more repeat investments, than reductions
Existing positions increased: 603 | Existing positions reduced: 371
43% more call options, than puts
Call options by funds: $408M | Put options by funds: $286M
41% more first-time investments, than exits
New positions opened: 134 | Existing positions closed: 95
9% more capital invested
Capital invested by funds: $36.5B [Q4 2024] → $39.8B (+$3.32B) [Q1 2025]
7% more funds holding in top 10
Funds holding in top 10: 14 [Q4 2024] → 15 (+1) [Q1 2025]
1% more funds holding
Funds holding: 1,240 [Q4 2024] → 1,247 (+7) [Q1 2025]
1.07% less ownership
Funds ownership: 78.12% [Q4 2024] → 77.05% (-1.07%) [Q1 2025]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$58
3%
upside
Avg. target
$61
9%
upside
High target
$68
20%
upside
6 analyst ratings
2 positive
33%
4 neutral
67%
0 negative
0%
UBS Brent Dilts | 10%upside $62 | Buy Maintained | 13 May 2025 |
Scotiabank Nicholas Yulico | 3%upside $58 | Sector Perform Maintained | 12 May 2025 |
Wedbush Jay Kornreich | 8%upside $61 | Neutral Reiterated | 7 May 2025 |
Stifel Simon Yarmak | 20%upside $68 | Buy Maintained | 6 May 2025 |
JP Morgan Anthony Paolone | 8%upside $61 | Neutral Maintained | 5 May 2025 |
Financial journalist opinion
Based on 94 articles about O published over the past 30 days
Positive
Seeking Alpha
19 hours ago
8%-Yielding Portfolio: Building The Near-Perfect Dividend Snowball
We discuss the secrets to building a near-perfect dividend snowball. We discuss many of the best dividend machines for building a dividend snowball portfolio. We share a model portfolio that yields 8% and should not only provide sustainable income, but also grow its dividends over time.
Positive
24/7 Wall Street
1 day ago
Boomers Get a Big Beautiful Tax Break: 4 Safe Stocks Yielding 5% to Buy Now
President Trump recently signed the “Big, Beautiful” bill, which introduces a temporary “senior bonus” deduction of up to $6,000 for individuals aged 65 and older ($12,000 for married couples filing jointly) for tax years 2025 through 2028.
Neutral
Seeking Alpha
2 days ago
Dividend Bliss: 4 Diversified Routes To A 5.4% Yielding Market Underperformance
With markets at highs, I see potential for a rotation into value and high-yield dividend stocks as investors seek safety. I highlight four dividend stocks I'd hold for ten years purely for their yield, if needed, not for share price appreciation. The stocks are diversified across four industries and yield a combined 5.4%, with an extremely strong likelihood of small and continued dividend increases over the next decade.
Neutral
Seeking Alpha
2 days ago
Welltower And Realty Income: Time For A REIT Rotation
Sector rotation remains a powerful strategy, especially in real estate, allowing investors to capitalize on shifting market sentiment and valuation extremes. Welltower is priced for perfection after a strong run, but its high valuation and emerging industry risks make taking profits appealing now. Realty Income offers a compelling entry point with a high yield, reasonable valuation, and potential upside if interest rates decline.
Positive
Seeking Alpha
2 days ago
Dividend Harvesting Portfolio Week 228: $22,800 Allocated, $2,399.27 In Projected Dividends
The Dividend Harvesting Portfolio is thriving, generating strong recurring income and capital appreciation, with forward dividend income nearing $2,400 and a yield over 8%. My disciplined weekly allocation and diversified approach—spanning 102 positions—have mitigated downside risk and steadily grown income, even during market uncertainty. Recent additions to Bristol Myers Squibb, BP, and BSTZ reflect my focus on undervalued, high-yield opportunities positioned for growth amid potential Fed rate cuts.
Positive
24/7 Wall Street
2 days ago
The 3 High-Yielding Monthly Dividend Stocks Every Investor Should Consider Right Now
For many dividend investors, finding the right mix of yield and long-term capital appreciation upside is very difficult.
Positive
Seeking Alpha
2 days ago
Two Quality Stocks Whose Price Declines May Be Long-Term Buying Opportunities
Recent stock price pullbacks in two companies present potential buying opportunities for long-term investors, despite no obvious negative news. I emphasize the importance of distinguishing between temporary dips and fundamental business issues, referencing Warren Buffett's advice. T-Mobile's pullback offers a buying opportunity due to strong earnings growth, robust free cash flow, aggressive buybacks, and double-digit dividend increases.
Positive
The Motley Fool
2 days ago
My 2 Favorite Stocks to Buy Right Now
My preference as an investor is to own well-run companies that pay me well to own them via reliable, and hopefully growing, dividends. And I like to buy stocks when Wall Street is downbeat on the shares.
Positive
Zacks Investment Research
3 days ago
Realty Income Corporation (O) Is a Trending Stock: Facts to Know Before Betting on It
Zacks.com users have recently been watching Realty Income Corp. (O) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Positive
Seeking Alpha
3 days ago
Realty Income: Still Beaten Down, But Stay Patient While Getting Paid
Realty Income Corporation offers a reliable monthly dividend, making it attractive for income-focused investors seeking stability amidst the market upheavals. The company's diversified portfolio of high-quality tenants supports consistent cash flow and reduces risk. Long-term fundamentals are intact. Comparisons against the 10Y Treasury yield suggest that the undervaluation could persist for some time.
Charts implemented using Lightweight Charts™