Market Cap
$51.4B
O
REALTY INCOME CORP
$54.13 ▲ +1.12%
Prev close $53.53Market cap$51.4B
ConsensusHold
12-mo target$66.44 (+22.7%)
▲ Neutral
Analyst conviction 4/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)30 New Institutional Positions20 Institutional ExitsCongressional Activity (2) Real Estate
Snapshot
The big-picture read on O right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (41%)
Inst. Holders
50 funds
Inst. Value
$38.2B
Inst. Activity
30 buys / 20 sells
Insider Activity
$0.00 buy / $873.6K sell
Insider Net $
-$873.6K
SEC Reports
13
Congressional
3 trades
Price chart 30d -12.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 14, 2026 short_volume
Short Volume: O — 55.0% short (1.6M / 2.9M)
Short: 1,622,649 | Exempt: 44,377 | TRF Vol: 2,947,629 | Short Ratio: 55.0% | Off-exchange volume (d
Sep 10, 2026 Insider
Aug 25, 2026 SEC McLaughlin Gregory sold 3,475 shares
Director @ $60.15 ($209.0K)
Realty Income Corporation entered into amendments to two existing term loan agreements (Wells Fargo $500M due 2027 and T
8-K — Impact 3/10
Jul 30, 2026 Congress
Rich McCormick sell
$1,001 - $15,000 — House
Jul 23, 2026 Congress
Jul 7, 2026 SEC Gary Peters buy
$1,001 - $15,000 — Senate
Realty Income Corporation closed its offering of €600 million aggregate principal amount of 3.625% Notes due 2032 on Jul
8-K — Impact 4/10
Realty Income Corporation is issuing €600 million of 3.625% senior unsecured notes due 2032. Net proceeds of approximate
424B5 — Impact 3/10
Jun 30, 2026 Inst.
NORGES BANK — NEW
12,978,009 shares ($804.1M)
Analyst ratings buy % +24.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
41% rate it Buy or better · 32 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Truist Securities | INITIATE | Hold | 55% |
| Sep 24, 2026 | Scotiabank | DOWNGRADE | Sector Perform | 56% |
| Sep 21, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 17, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Sep 4, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Sep 1, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Aug 7, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Aug 7, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 22, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 15, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 9 | 18 | 1 | 0 | 41% | |
| Aug 1, 2026 | 4 | 9 | 18 | 1 | 0 | 41% | |
| Jul 1, 2026 | 4 | 8 | 18 | 1 | 0 | 39% | |
| 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% |
Price targets
Where 21 covering analysts think O trades over the next 12 months.
$66.44 +22.7% upside Strong Buy
Current$54.13 Low$59.00 Median$66.00 High$74.00 21 analysts
$59.00$74.00
Analyst rating Hold· 2.5/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
13 SEC filing reports analyzed · 2 bullish, 1 bearish, 1 mixed, 9 neutral · avg impact 4.4/10.
NEUTRAL8-K3/10
Realty Income Corporation entered into amendments to two existing term loan agreements (Wells Fargo
Aug 25, 2026
NEUTRAL8-K4/10
Realty Income Corporation closed its offering of €600 million aggregate principal amount of 3.625% N
Jul 7, 2026
NEUTRAL424B53/10
Realty Income Corporation is issuing €600 million of 3.625% senior unsecured notes due 2032. Net pro
Jun 30, 2026
NEUTRAL8-K4/10
Realty Income Corporation priced a €600 million offering of 3.625% Notes due 2032 via a purchase agr
Jun 30, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 14, 2026
short_volume
Short Volume: O — 55.0% short (1.6M / 2.9M)
Short: 1,622,649 | Exempt: 44,377 | TRF Vol: 2,947,629 | Short Ratio: 55.0% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
short_volume
Short Volume: O — 58.1% short (1.5M / 2.6M)
Short: 1,493,037 | Exempt: 4,915 | TRF Vol: 2,571,204 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: O — 4.0M shares, 82,792 trades
Week starting 2026-09-07. Total ATS volume: 3,953,599 shares across 82,792 trades.
Sep 3, 2026
short_volume
Short Volume: O — 63.7% short (1.1M / 1.7M)
Short: 1,073,884 | Exempt: 730 | TRF Vol: 1,685,978 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
Sep 2, 2026
short_volume
Short Volume: O — 65.9% short (1.4M / 2.2M)
Short: 1,423,873 | Exempt: 8,481 | TRF Vol: 2,159,203 | Short Ratio: 65.9% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.43 | $0.43–$0.44 | 21.6% | +3.3% | 1↑ 0↓ | $1.5B | 2 |
| Next Q | $0.43 | $0.41–$0.44 | 28.7% | +2.9% | 1↑ 0↓ | $1.5B | 2 |
| Current FY | $1.51 | $1.41–$1.64 | 29.2% | -2.2% | 1↑ 4↓ | $5.9B | 9 |
| Next FY | $1.55 | $1.22–$1.76 | -4.3% | -2.0% | 0↑ 2↓ | $6.3B | 3 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.435 | — |
| 7d ago | $0.436 | -0.001 |
| 30d ago | $0.421 | +0.014 |
| 60d ago | $0.421 | +0.014 |
| 90d ago | $0.410 | +0.025 |
Institutional ownership
Which big funds own O (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $38.2B total value (616,433,909 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 30 institutions added/increased vs 20 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 112,931,238 | $7.0B | 18.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 83,115,805 | $5.1B | 13.5% | — |
| STATE STREET CORP | 65,929,425 | $4.1B | 10.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 60,848,009 | $3.8B | 9.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 31,265,152 | $2.0B | 5.1% | — |
| BANK OF AMERICA CORP /DE/ | 19,117,994 | $1.2B | 3.1% | — |
| MORGAN STANLEY | 14,440,511 | $894.7M | 2.3% | — |
| DIMENSIONAL FUND ADVISORS LP | 13,479,666 | $835.2M | 2.2% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13,069,240 | $809.8M | 2.1% | — |
| NORGES BANK | 12,978,009 | $804.1M | 2.1% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 12,978,009 | — | $804.1M |
| GOLDMAN SACHS GROUP INC | DOUBLED | 4,296,598 | 11,984,573 | +178.9% | $742.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | DOUBLED | 46,745 | 10,354,693 | +22051.4% | $641.6M |
| JPMORGAN CHASE & CO | TRIM | 13,833,893 | 6,221,941 | -55.0% | $392.2M |
| UBS Group AG | ADD | 3,956,626 | 5,362,246 | +35.5% | $332.2M |
| DEUTSCHE BANK AG\ | TRIM | 6,899,614 | 3,329,559 | -51.7% | $206.3M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 1,791,416 | 2,639,742 | +47.4% | $163.6M |
| BARCLAYS PLC | TRIM | 2,486,968 | 1,765,922 | -29.0% | $109.4M |
| Russell Investments Group, Ltd. | TRIM | 2,350,489 | 1,685,686 | -28.3% | $104.5M |
| PRINCIPAL FINANCIAL GROUP INC | TRIM | 1,859,975 | 1,149,227 | -38.2% | $71.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
13 insiders, 18 transactions. Net -$873.6K — $0.00 bought, $873.6K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 10, 2026 | McLaughlin Gregory | Director | SELL | 3,475 | $60.15 | $209.0K |
| Jun 27, 2026 | Redington Neale | See Remarks | TAX W/H | 240 | $63.12 | $15.1K |
| May 21, 2026 | Almodovar Priscilla | Director | AWARD | 3,214 | — | — |
| May 21, 2026 | Chapman A. Larry | Director | AWARD | 3,214 | — | — |
| May 21, 2026 | GILYARD REGINALD HAROLD | Director | AWARD | 3,214 | — | — |
| May 21, 2026 | Hourihan Kimberly | Director | AWARD | 3,214 | — | — |
| May 21, 2026 | Jacobson Jeff A | Director | AWARD | 3,214 | — | — |
| May 21, 2026 | Preusse Mary Hogan | Director | AWARD | 3,214 | — | — |
| May 21, 2026 | Huskins Priya Cherian | Director | AWARD | 3,214 | — | — |
| May 21, 2026 | LOPEZ GERARDO I | Director | AWARD | 3,214 | — | — |
Congressional trades
O trades disclosed by members of Congress, with disclosure delay.
3 members · 2 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026 | Rich McCormick | R | HOUSE | SELL | $1,001 - $15,000 | Realty Income Corp | Aug 17, 2026(19d) |
| Jul 23, 2026 | Gary Peters | D | SENATE | BUY | $1,001 - $15,000 | Realty Income Corp | Aug 7, 2026(16d) |
| Mar 27, 2026 | Alan Armstrong | R | SENATE | BUY | $1,001 - $15,000 | Realty Income Corp | Jul 22, 2026(117d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for O.
Shares short
40,805,348
Settlement Sep 15, 2026
Change vs prior
-0.5%
Semi-monthly cycle
Days to cover
6.7
At avg daily volume
Of shares outstanding
≈4.3%
Estimate — not % of float
All O filing & press-release reports (13)
- 8-K reportAug 25, 2026
- 8-K reportJul 7, 2026
- 424B5 reportJun 30, 2026
- 8-K reportJun 30, 2026
- 424B5 reportJun 29, 2026
- 8-K reportJun 29, 2026
- 8-K reportMay 8, 2026
- 424B5 reportMay 8, 2026
- 8-K reportMay 6, 2026
- 8-K reportApr 7, 2026
- CLUSTER reportApr 3, 2026
- DEFA14A reportMar 25, 2026
- 8-K reportFeb 24, 2026