Volatility has returned to the stock market again in recent weeks. The Nasdaq has already corrected by declining more than 10% from its peak, while the S&P 500 is approaching that level. Many stocks are down even more than that. While stock market corrections can be challenging, they often provide the opportunity to buy some high-quality stocks at better prices. One stock I have my eye on amid the sell-off is Realty Income (O -0.60%). If the stock market decline intensifies, I plan to load up on more shares ...

SAN DIEGO, March 12, 2025 /PRNewswire/ -- Realty Income Corporation (Realty Income, NYSE: O), The Monthly Dividend Company®, today announced it has declared an increase in the company's common stock monthly cash dividend to $0.2685 per share from $0.2680 per share. The dividend is payable on April 15, 2025, to stockholders of record as of April 1, 2025. This is the 130th dividend increase since Realty Income's listing on the NYSE in 1994. The new monthly dividend represents an annualized dividend amount of ...

Core Insights - The interconnectedness of today's markets necessitates that investors stay informed about the relationships between different asset classes [1] - A spike in S&P 500 volatility has led to increased bond prices, which in turn lowers yields, making other assets more attractive [2][3] - Dividend-focused investments are becoming increasingly valuable as alternatives to bonds, particularly in the current market environment [4][5] Investment Opportunities - The Schwab US Dividend Equity ETF (SCHD) has seen significant institutional capital inflow, with $13 billion invested over the past quarter, indicating strong demand for dividend income amid market volatility [5][6] - Realty Income Co. offers a monthly dividend payout of $3.21 per share, translating to an annualized yield of 5.66%, making it an attractive option for income-focused investors [8][10] - Altria Group Inc. has a dividend yield of 7.01% with a strong track record of dividend increases over 56 years, despite recent sluggish retail sales data [12][15] Market Dynamics - The current bond yields are approaching 4.0%, making dividend-paying stocks like SCHD and Realty Income more appealing [6][7] - Realty Income's stock has shown resilience, trading at 95% of its 52-week high, indicating bullish market sentiment despite a flat performance over the past year [14] - Altria's low beta of 0.6 suggests it is less volatile than the S&P 500, providing a defensive investment option in uncertain market conditions [14][15]

Group 1 - Many retirees express frustration and concern regarding their retirement planning, often after discussions with retirement advisors about liquidating their investments [1] - The focus is on creating a portfolio that generates income without the need for selling assets, which can alleviate stress associated with retirement investing [2] - The Income Method promoted by the company aims to deliver strong returns, targeting a yield of 9-10%, which is appealing for retirement funding [2]

All 3 REITs are trading at cheap valuations.Diversification is key when it comes to building wealth over the long term. One area that has created billions in wealth over the decades has been real estate. You can gain real estate exposure through the stock market via real estate investment trusts (REITs).As such, in today's video, I will discuss three REITs that are trading at cheap valuations and have high-quality portfolios. One of those REITs is Realty Income (O 2.01%).Watch this short video to learn more ...

Group 1 - Realty Income Corporation (NYSE: O) has been rated bullish for the first time since joining Seeking Alpha's platform, based on systematic asset-level support and lower refinancing possibilities [1] - The article indicates a shift in sentiment towards Realty Income Corporation, suggesting potential investment opportunities [1] Group 2 - The content on Seeking Alpha is intended for discussion purposes and does not constitute financial advice, encouraging consultation with a registered financial advisor before making investment decisions [2] - Past performance of investments is not indicative of future results, and no specific recommendations are provided regarding investment suitability [3]

Realty Income Corporation (NYSE: O ) did not disappoint when it made its earnings presentation for the fourth quarter a week ago. The net-lease real estate investment trust offers passive income investors a very strong 6% dividend yield that is well coveredA financial researcher and avid investor with a keen eye for innovation and disruption, as well as growth buy-outs and value stocks. Keeping an eye on the pace of high tech and early growth companies, I write about current events and the biggest news surr ...

I am focused on growth and dividend income. My personal strategy revolves around setting myself up for an easy retirement by creating a portfolio which focuses on compounding dividend income and growth. Dividends are an intricate part of my strategy as I have structured my portfolio to have monthly dividend income which grows through dividend reinvestment and yearly increases. Feel free to reach out to me on Seeking AlphaAnalyst’s Disclosure: I/we have a beneficial long position in the shares of O either th ...

Since my last rating , Realty Income (NYSE: O ) has outperformed the market significantly. Following Q4 results, Realty Income’s consistent adjusted funds from operations (AFFO) per share growth, high-quality portfolio of over 15,600 properties, and a 5.4% dividend yieldYiannis Zourmpanos, founder of Yiazou IQ, an AI-driven stock research platform providing all-in-one stock reports. Experience: Previously worked at Deloitte and KPMG in external/internal auditing and consulting. Education: Chartered Certifie ...

Core Viewpoint - Realty Income (NYSE: O) is facing challenges in maintaining its dividend growth streak due to rising treasury yields and a shift in market preferences, which has led to a decline in its stock price and increased leverage [1][3][34]. Company Overview - Realty Income is known for its monthly dividends and has raised its dividend for 110 consecutive quarters, which has allowed it to issue shares and acquire new assets effectively [1]. - The company has tripled its share count over the last seven years, leveraging its high AFFO multiple and premium to NAV [1]. Market Environment - The surge in treasury yields has made dividends from equity less attractive compared to government-backed yields, impacting the market price of Realty Income [2][3]. - The current market environment (2022-2024) is considered hostile for REITs, with lower cap rates on acquisitions and higher costs of capital, making rapid growth less favorable [8][9]. Financial Metrics - The cost of equity capital has increased to 7.6%, making it more challenging for Realty Income to issue equity at an accretive AFFO multiple compared to previous years [6]. - The percentage of equity to total assets for REITs has increased to 45.69%, indicating a broader trend of reduced leverage across the industry [9][10]. Strategic Challenges - Realty Income faces pressure to maintain its dividend growth streak while navigating a market where equity is less favorable for acquisitions [5][7]. - The company has continued to pursue growth through acquisitions, even as its stock price declined, leading to higher leverage and potential quality deterioration in its asset portfolio [19][30]. Quality of Assets - Despite maintaining a high occupancy rate of 98.7% and positive leasing spreads, there are concerns about the quality of assets due to a significant portion of leases expiring without renewal [22][25]. - Realty Income's aggressive acquisition strategy has resulted in a higher internal property failure rate, which may hinder its organic growth compared to peers that have focused on quality improvements [30][31]. Peer Comparison - Other REITs, such as W. P. Carey and Broadstone Net Lease, have opted to reduce leverage and dispose of weaker assets, positioning themselves for stronger future growth [14][31]. - Realty Income's focus on immediate AFFO/share growth has led to a reluctance to invest in properties that may not provide immediate returns, potentially limiting its long-term growth prospects [34].