O
REALTY INCOME CORP
$60.84
+1.82%
$55.7B
No data for this timeframe.
Vol
Market Cap$55.7B
Cap SizeLarge Cap
Analyst ConsensusHold (39%)
Inst. Holders8 funds
Inst. Value$12.5B
Inst. Activity2 buys / 1 sells
Insider Activity0B / 2S
Insider Net $-$664.5K
SEC Reports7
Recent Activity
Jun 4, 2026
short_volume
Short Volume: O — 65.8% short (1.3M / 2.0M)
Short: 1,314,905 | Exempt: 4,668 | TRF Vol: 1,997,467 | Short Ratio: 65.8% | Off-exchange volume (da
May 21, 2026
Insider
Almodovar Priscilla sold 3,214 shares
Director @ $0.00 ($0.00)
May 21, 2026
Insider
Chapman A. Larry sold 3,214 shares
Director @ $0.00 ($0.00)
May 21, 2026
Insider
GILYARD REGINALD HAROLD sold 3,214 shares
Director @ $0.00 ($0.00)
May 8, 2026
SEC
Realty Income Corp entered into a new Sales Agreement on May 7, 2026, establishing an at-the-market (ATM) equity program
8-K — Impact 3/10
May 8, 2026
SEC
Realty Income filed a prospectus supplement for an at-the-market (ATM) equity offering of up to 150,000,000 shares of co
424B5 — Impact 6/10
May 6, 2026
SEC
Realty Income reported Q1 2026 AFFO per share of $1.13, beating consensus of $1.10, and raised full-year AFFO guidance t
8-K — Impact 7/10
Inst.
NORGES BANK — NEW
9,912,635 shares ($558.8M)
Price Targets
$68.15
+12.0% upside
Buy
Current $60.84
Low $61.50
Median $68.50
High $75.00
20 analysts
$61.50
$75.00
Analyst Ratings
4Strong Buy
8Buy
18Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 13, 2026 | Mizuho | MAINTAIN | Neutral → Neutral |
| May 12, 2026 | Scotiabank | MAINTAIN | Sector Outperform → Sector Outperform |
| May 11, 2026 | Freedom Broker | UPGRADE | Neutral → Buy |
| May 7, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
| Apr 21, 2026 | Barclays | MAINTAIN | Equal-Weight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.40 ▼ -6.0% | $0.40 — $0.40 | 85% YoY | 1 |
| Next Q | $0.41 ▼ -7.1% | $0.41 — $0.41 | 15% YoY | 1 |
| Current FY | $1.57 ▼ -4.8% | $1.37 — $1.75 | 34% YoY | 8 |
| Next FY | $1.72 ▼ -5.3% | $1.59 — $1.85 | 9% YoY | 3 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $8.5B | — |
| MORGAN STANLEY | $1.0B | — |
| BANK OF AMERICA CORP | $994.4M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $664.9M | NEW |
| NORGES BANK | $558.8M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 21, 2026 | Almodovar Priscilla | A | $0.00 |
| May 21, 2026 | Chapman A. | A | $0.00 |
| May 21, 2026 | GILYARD REGINALD | A | $0.00 |
| May 21, 2026 | Hourihan Kimberly | A | $0.00 |
| May 21, 2026 | Jacobson Jeff | A | $0.00 |
8 institutional holders with $12.5B total value (222,432,106 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, BANK. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 150,415,287 | $8.5B | 67.6% | — |
| 2 | MORGAN STANLEY | 18,291,294 | $1.0B | 8.2% | — |
| 3 | BANK OF AMERICA CORP /DE/ | 17,640,782 | $994.4M | 7.9% | — |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11,795,930 | $664.9M | 5.3% | NEW |
| 5 | NORGES BANK | 9,912,635 | $558.8M | 4.5% | NEW |
| 6 | FMR LLC | 8,723,301 | $491.7M | 3.9% | DOUBLED +131.1% |
| 7 | WELLS FARGO & COMPANY/MN | 5,535,425 | $312.0M | 2.5% | — |
| 8 | TWO SIGMA INVESTMENTS, LP | 117,452 | $6.6M | 0.1% | DOUBLED +120.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 9,912,635 | — | $558.8M | 2025-Q4 |
| FMR LLC | DOUBLED | 3,773,986 | 8,723,301 | +131.1% | $491.7M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 144,744 | 0 | -100.0% | $0.00 | 2025-Q4 |
| UBS Group AG | ADD | 3,801,827 | 5,192,721 | +36.6% | $315.7M | 2025-Q3 |
| FMR LLC | ADD | 2,647,127 | 3,773,986 | +42.6% | $229.4M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 236,144 | 144,744 | -38.7% | $8.8M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 42,899 | 94,452 | +120.2% | $5.7M | 2025-Q3 |
| NORGES BANK | EXIT | 11,742,745 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 11,742,745 | — | $676.5M | 2025-Q2 |
| UBS Group AG | TRIM | 5,175,346 | 3,801,827 | -26.5% | $219.0M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 236,144 | — | $13.6M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 42,899 | — | $2.5M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 715,344 | 0 | -100.0% | $0.00 | 2025-Q1 |
| NORGES BANK | EXIT | 11,695,684 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | ADD | 3,106,049 | 4,292,291 | +38.2% | $229.3M | 2024-Q4 |
| CITADEL ADVISORS LLC | ADD | 1,087,195 | 1,900,914 | +74.8% | $101.5M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 9,729,229 | — | $617.0M | 2024-Q3 |
12 unique insiders with 2 transactions. Net insider value: -$664.5K ($0.00 bought, $664.5K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 21, 2026 | Almodovar Priscilla | Director | A | 3,214 | $0.00 | $0.00 |
| May 21, 2026 | Chapman A. Larry | Director | A | 3,214 | $0.00 | $0.00 |
| May 21, 2026 | GILYARD REGINALD HAROLD | Director | A | 3,214 | $0.00 | $0.00 |
| May 21, 2026 | Hourihan Kimberly | Director | A | 3,214 | $0.00 | $0.00 |
| May 21, 2026 | Jacobson Jeff A | Director | A | 3,214 | $0.00 | $0.00 |
| May 21, 2026 | Preusse Mary Hogan | Director | A | 3,214 | $0.00 | $0.00 |
| May 21, 2026 | Huskins Priya Cherian | Director | A | 3,214 | $0.00 | $0.00 |
| May 21, 2026 | LOPEZ GERARDO I | Director | A | 3,214 | $0.00 | $0.00 |
| May 21, 2026 | MCKEE MICHAEL D | Director | A | 3,214 | $0.00 | $0.00 |
| May 21, 2026 | McLaughlin Gregory | Director | A | 3,214 | $0.00 | $0.00 |
| Apr 2, 2026 | Bushore Michelle | See Remarks | SELL | 7,400 | $62.42 | $461.9K |
| Apr 1, 2026 | McLaughlin Gregory | Director | SELL | 3,275 | $61.87 | $202.6K |
| Feb 26, 2026 | Bushore Michelle | See Remarks | A | 7,698 | $0.00 | $0.00 |
| Feb 17, 2026 | Roy Sumit | President, CEO & Director | A | 103,792 | $0.00 | $0.00 |
| Feb 17, 2026 | Roy Sumit | President, CEO & Director | F | 28,002 | $66.49 | $1.9M |
7 SEC filing reports analyzed. Sentiment: 2 bullish, 1 bearish, 1 mixed, 3 neutral. Avg impact: 5.1/10.
NEUTRAL
8-K
3/10
Realty Income Corp entered into a new Sales Agreement on May 7, 2026, establishing an at-the-market
May 8, 2026
MIXED
424B5
6/10
Realty Income filed a prospectus supplement for an at-the-market (ATM) equity offering of up to 150,
May 8, 2026
BULLISH
8-K
7/10
Realty Income reported Q1 2026 AFFO per share of $1.13, beating consensus of $1.10, and raised full-
May 6, 2026
NEUTRAL
8-K
4/10
Realty Income Corporation closed an offering of $800 million in 4.750% Notes due 2033, raising capit
Apr 7, 2026
BEARISH
CLUSTER
6/10
Two insiders at Realty Income Corp sold a combined $665K in shares over the past week, including a d
Apr 3, 2026
NEUTRAL
DEFA14A
3/10
Analysis based on filing metadata only — document content was unavailable
Mar 25, 2026
BULLISH
8-K
7/10
Realty Income (O) reported strong 2025 results with $6.3 billion in investments at a 7.3% initial yi
Feb 24, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Sell (39% buy). Based on 31 analysts: 4 strong buy, 8 buy, 18 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$68.15 mean target
+12.0% upside
Buy (2.50)
$61.50 Low
$75.00 High
| Metric | Value |
|---|---|
| Current Price | $60.84 |
| Target Low | $61.50 |
| Target Mean | $68.15 |
| Target Median | $68.50 |
| Target High | $75.00 |
| # Analysts | 20 |
| Recommendation | Buy (2.50) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.40 | $0.40 | $0.40 | 85.2% | -6.0% | 0↑ 1↓ | $1.4B | 7.1% | 1 |
| Next Q 2026-09-30 |
$0.41 | $0.41 | $0.41 | 14.7% | -7.1% | 0↑ 1↓ | $1.5B | 4.8% | 1 |
| Current FY 2026-12-31 |
$1.57 | $1.37 | $1.75 | 34.3% | -4.8% | 0↑ 5↓ | $5.8B | 6.7% | 8 |
| Next FY 2027-12-31 |
$1.72 | $1.59 | $1.85 | 8.8% | -5.3% | 0↑ 1↓ | $6.2B | 6.2% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.403 | |
| 7d ago | $0.429 | -0.026 |
| 30d ago | $0.429 | -0.026 |
| 60d ago | $0.415 | -0.012 |
| 90d ago | $0.421 | -0.018 |
10 analyst firms have rated this stock: 2 upgrades, 2 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 13, 2026 | Mizuho | MAINTAIN | Neutral | Neutral |
| May 12, 2026 | Scotiabank | MAINTAIN | Sector Outperform | Sector Outperform |
| May 11, 2026 | Freedom Broker | UPGRADE | Neutral | Buy |
| May 7, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Apr 21, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 17, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Mar 13, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 11, 2026 | Scotiabank | MAINTAIN | Sector Outperform | Sector Outperform |
| Mar 11, 2026 | Mizuho | MAINTAIN | Neutral | Neutral |
| Mar 9, 2026 | UBS | MAINTAIN | Buy | Buy |
| Mar 2, 2026 | Freedom Broker | DOWNGRADE | Buy | Hold |
| Feb 27, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | Neutral |
| Feb 26, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Feb 25, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Feb 2, 2026 | Scotiabank | UPGRADE | Sector Perform | Sector Outperform |
| Dec 24, 2025 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Dec 18, 2025 | JP Morgan | DOWNGRADE | Neutral | Underweight |
| Dec 17, 2025 | Mizuho | MAINTAIN | Neutral | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 8 | 18 | 1 | 0 | 39% | |
| May 1, 2026 | 4 | 7 | 19 | 1 | 0 | 35% | |
| Apr 1, 2026 | 4 | 7 | 18 | 1 | 0 | 37% | |
| Mar 1, 2026 | 4 | 8 | 17 | 1 | 0 | 40% | |
| Feb 1, 2026 | 4 | 8 | 17 | 1 | 0 | 40% | |
| Jan 1, 2026 | 4 | 6 | 19 | 1 | 0 | 33% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 4, 2026
short_volume
Short Volume: O — 65.8% short (1.3M / 2.0M)
Short: 1,314,905 | Exempt: 4,668 | TRF Vol: 1,997,467 | Short Ratio: 65.8% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: O — 59.8% short (1.1M / 1.8M)
Short: 1,067,537 | Exempt: 3,732 | TRF Vol: 1,786,175 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: O — 63.1% short (1.2M / 1.9M)
Short: 1,189,851 | Exempt: 2,348 | TRF Vol: 1,885,156 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: O — 65.8% short (2.0M / 3.0M)
Short: 1,983,691 | Exempt: 21,406 | TRF Vol: 3,013,403 | Short Ratio: 65.8% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: O — 55.5% short (1.3M / 2.3M)
Short: 1,286,502 | Exempt: 389 | TRF Vol: 2,318,046 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: O — 72.5% short (1.5M / 2.1M)
Short: 1,519,870 | Exempt: 122 | TRF Vol: 2,096,547 | Short Ratio: 72.5% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: O — 65.7% short (0.9M / 1.3M)
Short: 883,688 | Exempt: 7,457 | TRF Vol: 1,345,893 | Short Ratio: 65.7% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: O — 65.1% short (1.1M / 1.6M)
Short: 1,062,178 | Exempt: 1,778 | TRF Vol: 1,632,319 | Short Ratio: 65.1% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: O — 55.6% short (0.8M / 1.5M)
Short: 825,472 | Exempt: 316 | TRF Vol: 1,483,688 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: O — 69.2% short (1.0M / 1.4M)
Short: 990,919 | Exempt: 403 | TRF Vol: 1,432,788 | Short Ratio: 69.2% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: O — 60.1% short (1.0M / 1.7M)
Short: 994,547 | Exempt: 1,640 | TRF Vol: 1,654,706 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: O — 58.0% short (0.9M / 1.6M)
Short: 943,492 | Exempt: 1,762 | TRF Vol: 1,628,099 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: O — 57.1% short (0.9M / 1.6M)
Short: 909,981 | Exempt: 6,061 | TRF Vol: 1,594,414 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: O — 68.2% short (1.3M / 2.0M)
Short: 1,342,662 | Exempt: 560 | TRF Vol: 1,969,880 | Short Ratio: 68.2% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: O — 63.7% short (1.2M / 1.8M)
Short: 1,166,889 | Exempt: 645 | TRF Vol: 1,832,365 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)