Sumitomo Mitsui Trust Group Inc. Cuts Position in Realty Income Corporation $O

13 Apr 2026, 09:50 by Michael Walen · The Markets Daily

Sumitomo Mitsui Trust Group Inc. trimmed its position in Realty Income Corporation (NYSE:O – Free Report) by 12.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,625,306 shares of the real estate investment trust’s stock after selling 533,258 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned 0.39% of Realty Income worth $204,358,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. Crescent Sterling Ltd. raised its holdings in shares of Realty Income by 4.1% in the 3rd quarter. Crescent Sterling Ltd. now owns 4,515 shares of the real estate investment trust’s stock worth $274,000 after purchasing an additional 176 shares during the period. Trust Investment Advisors raised its holdings in shares of Realty Income by 0.8% during the 4th quarter. Trust Investment Advisors now owns 23,266 shares of the real estate investment trust’s stock valued at $1,311,000 after buying an additional 178 shares during the period. Gold Investment Management Ltd. raised its holdings in shares of Realty Income by 0.3% during the 3rd quarter. Gold Investment Management Ltd. now owns 56,665 shares of the real estate investment trust’s stock valued at $3,445,000 after buying an additional 182 shares during the period. Hantz Financial Services Inc. raised its holdings in shares of Realty Income by 21.3% during the 3rd quarter. Hantz Financial Services Inc. now owns 1,097 shares of the real estate investment trust’s stock valued at $67,000 after buying an additional 193 shares during the period. Finally, HBK Sorce Advisory LLC raised its holdings in shares of Realty Income by 1.3% during the 3rd quarter. HBK Sorce Advisory LLC now owns 15,578 shares of the real estate investment trust’s stock valued at $926,000 after buying an additional 195 shares during the period. 70.81% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

O has been the topic of several analyst reports. Cantor Fitzgerald raised their target price on Realty Income from $60.00 to $68.00 and gave the company a “neutral” rating in a report on Friday, February 27th. Wall Street Zen upgraded Realty Income from a “sell” rating to a “hold” rating in a report on Saturday, February 28th. Morgan Stanley raised their target price on Realty Income from $62.00 to $65.00 and gave the company an “equal weight” rating in a report on Wednesday, December 24th. Loop Capital set a $69.00 price objective on Realty Income in a report on Monday, March 2nd. Finally, UBS Group lifted their price objective on Realty Income from $66.00 to $72.00 and gave the stock a “buy” rating in a report on Monday, March 9th. Six analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Realty Income presently has a consensus rating of “Hold” and an average price target of $66.39.

View Our Latest Research Report on Realty Income

Realty Income Price Performance

O stock opened at $63.67 on Monday. The company has a quick ratio of 1.40, a current ratio of 1.40 and a debt-to-equity ratio of 0.72. Realty Income Corporation has a 52-week low of $53.65 and a 52-week high of $67.93. The stock’s 50 day moving average is $63.77 and its two-hundred day moving average is $60.30. The company has a market capitalization of $59.37 billion, a PE ratio of 54.42, a P/E/G ratio of 4.73 and a beta of 0.79.

Realty Income (NYSE:O – Get Free Report) last posted its quarterly earnings data on Tuesday, February 24th. The real estate investment trust reported $1.08 earnings per share (EPS) for the quarter, hitting the consensus estimate of $1.08. Realty Income had a return on equity of 2.68% and a net margin of 18.41%.The company had revenue of $1.40 billion for the quarter, compared to the consensus estimate of $1.40 billion. During the same period in the previous year, the business earned $1.05 EPS. Realty Income’s revenue for the quarter was up 11.0% compared to the same quarter last year. Realty Income has set its FY 2026 guidance at 4.380-4.420 EPS. Analysts predict that Realty Income Corporation will post 4.19 earnings per share for the current fiscal year.

Realty Income Increases Dividend

The business also recently disclosed a monthly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be given a dividend of $0.2705 per share. The ex-dividend date is Tuesday, March 31st. This represents a c) dividend on an annualized basis and a yield of 5.1%. This is an increase from Realty Income’s previous monthly dividend of $0.27. Realty Income’s payout ratio is presently 277.78%.

Insider Activity at Realty Income

In other news, insider Michelle Bushore sold 7,400 shares of the business’s stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $62.42, for a total value of $461,908.00. Following the sale, the insider owned 67,641 shares of the company’s stock, valued at approximately $4,222,151.22. The trade was a 9.86% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.10% of the company’s stock.

Realty Income Profile

(Free Report)

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.