REALTY INCOME CORP

NYSE · Real Estate Investment Trusts · Inc. MD · CIK 0000726728

$60.57 -2.57% $56.2B

Insider Selling Cluster (2 insiders)High Impact Filing (7/10)36 New Institutional Positions14 Institutional Exits

Vol

Market Cap$56.2B

Cap SizeLarge Cap

Analyst ConsensusHold (39%)

Inst. Holders50 funds

Inst. Value$31.8B

Inst. Activity36 buys / 14 sells

Insider Activity0B / 2S

Insider Net $-$664.5K

SEC Reports7

Exchange NYSE·Sector Real Estate Investment Trusts·Inc. MD·CIK 0000726728·Prev Close $62.17

Recent Activity

Jun 18, 2026 short_volume

Short Volume: O — 71.3% short (1.2M / 1.7M)

Short: 1,202,291 | Exempt: 4,536 | TRF Vol: 1,686,765 | Short Ratio: 71.3% | Off-exchange volume (da

May 21, 2026 Insider

Almodovar Priscilla was granted 3,214 shares

Director

May 21, 2026 Insider

Chapman A. Larry was granted 3,214 shares

Director

May 21, 2026 Insider

GILYARD REGINALD HAROLD was granted 3,214 shares

Director

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.

DEUTSCHE BANK AG\ — ADD

6,899,614 shares ($422.1M)

Price Targets

$68.15 +13.1% upside Buy

Current $60.24 Low $61.50 Median $68.50 High $75.00 20 analysts

$61.50 $75.00

Analyst Ratings

Sell39% buy · 31 analysts

4Strong Buy

8Buy

18Hold

1Sell

0Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
Jun 18, 2026	Scotiabank	MAINTAIN	Sector Outperform → Sector Outperform
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

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

NEUTRAL 8-K 3/10

Realty Income Corp entered into a new Sales Agreement on May 7, 2026, establishing an at-the-market (ATM) equity program

May 8, 2026

MIXED 424B5 6/10

Realty Income filed a prospectus supplement for an at-the-market (ATM) equity offering of up to 150,000,000 shares of co

May 8, 2026

Top Institutional Holders

Fund	Value	Move
BlackRock, Inc.	$6.6B	—
VANGUARD PORTFOLIO MANAGEMENT LLC	$5.0B	—
STATE STREET CORP	$3.9B	—
VANGUARD CAPITAL MANAGEMENT LLC	$3.7B	—
BANK OF AMERICA CORP	$1.1B	—

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

50 institutional holders with $31.8B total value (519,804,363 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 36 institutions added/increased vs 14 reduced.

Top Institutional Holders — 2026-Q1

#	Fund	Shares	Value	% of Tracked	Last Move
1	BlackRock, Inc.	107,909,657	$6.6B	20.8%	—
2	VANGUARD PORTFOLIO MANAGEMENT LLC	81,234,234	$5.0B	15.6%	—
3	STATE STREET CORP	63,763,245	$3.9B	12.3%	—
4	VANGUARD CAPITAL MANAGEMENT LLC	60,123,420	$3.7B	11.6%	—
5	BANK OF AMERICA CORP /DE/	17,332,135	$1.1B	3.3%	—
6	MORGAN STANLEY	15,242,786	$932.6M	2.9%	—
7	PARNASSUS INVESTMENTS, LLC	14,142,311	$865.2M	2.7%	—
8	DIMENSIONAL FUND ADVISORS LP	13,018,219	$796.5M	2.5%	—
9	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	12,188,656	$745.7M	2.3%	—
10	RAYMOND JAMES FINANCIAL INC	12,089,403	$739.6M	2.3%	—
11	Legal & General Group Plc	10,537,731	$644.7M	2.0%	—
12	APG Asset Management US Inc.	8,937,472	$553.1M	1.7%	—
13	FMR LLC	8,901,717	$544.6M	1.7%	—
14	Invesco Ltd.	8,186,505	$500.9M	1.6%	—
15	DEUTSCHE BANK AG\	6,899,614	$422.1M	1.3%	ADD +38.0%
16	VANGUARD FIDUCIARY TRUST CO	5,187,776	$317.4M	1.0%	—
17	WELLS FARGO & COMPANY/MN	5,118,129	$313.1M	1.0%	—
18	GOLDMAN SACHS GROUP INC	4,296,598	$262.9M	0.8%	—
19	Amundi	4,183,310	$255.9M	0.8%	ADD +56.7%
20	HSBC HOLDINGS PLC	4,145,348	$253.7M	0.8%	—

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
DEUTSCHE BANK AG\	ADD	4,998,963	6,899,614	+38.0%	$422.1M	2026-Q1
Amundi	ADD	2,669,191	4,183,310	+56.7%	$255.9M	2026-Q1
BANK OF MONTREAL /CAN/	DOUBLED	946,810	1,944,134	+105.3%	$118.9M	2026-Q1
Daiwa Securities Group Inc.	TRIM	2,910,796	1,783,981	-38.7%	$109.1M	2026-Q1
FEDERATED HERMES, INC.	TRIM	2,572,946	1,424,959	-44.6%	$87.2M	2026-Q1
Rockefeller Capital Management L.P.	TRIM	3,666,800	985,995	-73.1%	$60.3M	2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	DOUBLED	248,600	845,743	+240.2%	$51.7M	2026-Q1
Neuberger Berman Group LLC	ADD	439,217	742,713	+69.1%	$45.4M	2026-Q1
NATIONAL BANK OF CANADA /FI/	DOUBLED	313,425	666,195	+112.6%	$40.8M	2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	TRIM	749,649	460,409	-38.6%	$28.4M	2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC	TRIM	580,106	424,305	-26.9%	$26.0M	2026-Q1
TORONTO DOMINION BANK	TRIM	537,072	401,311	-25.3%	$24.6M	2026-Q1
WELLINGTON MANAGEMENT GROUP LLP	ADD	266,218	378,969	+42.4%	$23.2M	2026-Q1
NISA INVESTMENT ADVISORS, LLC	ADD	222,071	368,932	+66.1%	$22.6M	2026-Q1
Swedbank AB	ADD	184,943	329,591	+78.2%	$20.2M	2026-Q1
Gotham Asset Management, LLC	ADD	219,960	326,015	+48.2%	$19.9M	2026-Q1
NEOS Investment Management LLC	ADD	221,342	298,769	+35.0%	$18.3M	2026-Q1
Mariner, LLC	DOUBLED	129,028	292,912	+127.0%	$17.9M	2026-Q1
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	ADD	177,053	276,353	+56.1%	$16.9M	2026-Q1
Tredje AP-fonden	DOUBLED	48,057	259,926	+440.9%	$15.9M	2026-Q1
CREDIT AGRICOLE S A	DOUBLED	55,648	256,685	+361.3%	$15.7M	2026-Q1
Korea Investment CORP	TRIM	582,426	252,926	-56.6%	$15.5M	2026-Q1
MACKENZIE FINANCIAL CORP	ADD	164,992	212,742	+28.9%	$13.0M	2026-Q1
CIBC WORLD MARKET INC.	TRIM	488,940	161,793	-66.9%	$9.9M	2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	ADD	105,936	145,998	+37.8%	$8.9M	2026-Q1

12 unique insiders with 15 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	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	—	—
May 21, 2026	MCKEE MICHAEL D	Director	AWARD	3,214	—	—
May 21, 2026	McLaughlin Gregory	Director	AWARD	3,214	—	—
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	AWARD	7,698	—	—
Feb 17, 2026	Roy Sumit	President, CEO & Director	AWARD	103,792	—	—
Feb 17, 2026	Roy Sumit	President, CEO & Director	TAX W/H	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 +13.1% upside Buy (2.50)

$61.50 Low $75.00 High

Metric	Value
Current Price	$60.24
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

9 analyst firms have rated this stock: 2 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
Jun 18, 2026	Scotiabank	MAINTAIN	Sector Outperform	Sector Outperform
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

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Sell	Buy %
Jun 1, 2026	4	8	18	1	39%
May 1, 2026	4	7	19	1	35%
Apr 1, 2026	4	7	18	1	37%
Mar 1, 2026	4	8	17	1	40%
Feb 1, 2026	4	8	17	1	40%
Jan 1, 2026	4	6	19	1	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 18, 2026

short_volume

Short Volume: O — 71.3% short (1.2M / 1.7M)

Short: 1,202,291 | Exempt: 4,536 | TRF Vol: 1,686,765 | Short Ratio: 71.3% | Off-exchange volume (dark pool + OTC)

Jun 17, 2026

short_volume

Short Volume: O — 64.1% short (1.2M / 1.9M)

Short: 1,241,989 | Exempt: 5,275 | TRF Vol: 1,937,584 | Short Ratio: 64.1% | Off-exchange volume (dark pool + OTC)

Jun 16, 2026

short_volume

Short Volume: O — 64.0% short (0.9M / 1.5M)

Short: 946,961 | Exempt: 2,242 | TRF Vol: 1,480,657 | Short Ratio: 64.0% | Off-exchange volume (dark pool + OTC)

Jun 15, 2026

short_volume

Short Volume: O — 64.4% short (1.3M / 2.0M)

Short: 1,315,251 | Exempt: 978 | TRF Vol: 2,043,715 | Short Ratio: 64.4% | Off-exchange volume (dark pool + OTC)

Jun 12, 2026

short_volume

Short Volume: O — 69.5% short (1.5M / 2.2M)

Short: 1,506,638 | Exempt: 2,460 | TRF Vol: 2,169,333 | Short Ratio: 69.5% | Off-exchange volume (dark pool + OTC)

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 25, 2026

dark_pool

Dark Pool: O — 3.6M shares, 81,783 trades

Week starting 2026-05-25. Total ATS volume: 3,596,966 shares across 81,783 trades.

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)