December 06, 2025 a 05:00 pm
O: Analysts Ratings - Realty Income Corporation
Realty Income Corporation (Ticker: O) maintains its position as a strong dividend player with its structured REIT approach. Over the months, a significant share of analysts hold a steady outlook on the stock, concentrating largely in neutral perspectives. This mirrors Realty Income's solid and predictable cash flow model, deriving from their expansive real estate portfolio.
Historical Stock Grades
The latest sentiment for Realty Income Corporation reveals a consistent stance among analysts. As of December 2025, the following rating distribution can be observed:
| Recommendation | Count | Score Bar |
|---|---|---|
| Strong Buy | 1 | |
| Buy | 5 | |
| Hold | 19 | |
| Sell | 0 | |
| Strong Sell | 0 |
Sentiment Development
Over the months, Realty Income Corporation has seen a minor yet telling shift in analyst sentiment. The transition has been subtle, with an increased tendency toward neutral stances:
- Notable stability in "Hold" recommendations, rising from 17 in mid-2025 to 19 by December.
- The "Buy" and "Strong Buy" ratings remain relatively unchanged, suggesting a balanced sentiment.
- The overall number of ratings has slightly decreased over the months, implying a potentially narrowing analyst focus.
Percentage Trends
An analysis of percentage trends indicates subtle shifts in analyst perspectives:
- Consistent drop in "Strong Buy" from 3 in late 2024 to 1 in December 2025.
- Steady rise in "Hold" from 51% in July 2025 to 70% by December 2025.
- This indicates an increasingly cautious or stable outlook, with analysts potentially awaiting further sector developments.
- The data highlights a cautious approach, as evidenced by the persistence in "Hold" over the past year.
Latest Analyst Recommendations
The latest analyst recommendations for Realty Income Corporation highlight a tendency towards maintaining current positions:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-12-03 | Equal Weight | Equal Weight | Barclays |
| 2025-11-25 | Equal Weight | Equal Weight | Wells Fargo |
| 2025-11-06 | Neutral | Neutral | Cantor Fitzgerald |
| 2025-11-04 | Outperform | Outperform | RBC Capital |
| 2025-10-20 | Equal Weight | Equal Weight | Barclays |
Analyst Recommendations with Change of Opinion
Notable changes in analyst opinions suggest evolving perspectives over the past years:
| Date | New Recommendation | Last Recommendation | Publisher |
|---|---|---|---|
| 2025-07-15 | Peer Perform | Outperform | Wolfe Research |
| 2024-11-14 | Neutral | Outperform | Mizuho |
| 2023-12-13 | Outperform | Neutral | Exane BNP Paribas |
| 2023-12-06 | Outperform | Peer Perform | Wolfe Research |
| 2023-10-10 | Neutral | Buy | B of A Securities |
Interpretation
The analyst sentiment toward Realty Income Corporation reflects a market perception of stability and cautious optimism. While there is a continuation of "Hold" positions, indicating trust in consistent dividends, there are fewer bullish stances. There is no significant shift towards bearish sentiment, suggesting generally held confidence in the company's financial health. Analysts appear to be maintaining a measured approach, awaiting substantial market developments for directional shifts.
Conclusion
Realty Income Corporation's strong fundamentals as a REIT are highlighted through the consistent analyst sentiment over the reviewed period. While there are no dramatic shifts in recommendations, the prevailing "Hold" consensus underscores a stable market environment perceived by analysts. Though there has been a slight decline in buy-side enthusiasm, Realty Income continues to command a dependable reputation in the dividend sector. Investors may find the company a resilient option amidst economic fluctuations, with the potential for upside if broader market conditions improve.