Should I buy Realty Income (O) stock or is it too late?
No reliable analyst is bullish on this stock right now. A “reliable” analyst is a firm that, on this sector, hits more than 55% of its targets and beats its sector. None of them sees upside here — which is exactly why this stock is in no JPI selection.
Firm-by-firm track record on Realty Income
| Firm | % right | Gain vs sector | Calls | Aims for |
|---|---|---|---|---|
| Stifel | 50 % | +2.5 % | 14 | $68 +24% |
| UBS | 55 % | +0.4 % | 11 | $72 +31% |
| Morgan Stanley | 38 % | -0.1 % | 13 | $65 +18% |
| RBC Capital | 33 % | -2.4 % | 12 | $70 +27% |
| Mizuho | 43 % | -4.0 % | 7 | $61 +11% |
| Citigroup | 20 % | -3.8 % | 5 | — |
| Raymond James | 29 % | -4.4 % | 7 | — |
✅ Reasons to believe
- Median price target $65, i.e. +18% from the current price ($55).
- The most reliable firm on O, Wells Fargo (67% hit rate, 3 scored calls), targets $64 (call made on September 1, 2026, maturing on September 1, 2027) (+16%) in its most recent call, and $60 (call made on November 25, 2025, maturing on November 25, 2026) (+9%) in the one coming due soonest.
- Pays a dividend (5.7% yield), raised for 14 years — regular income on top of potential upside.
⚠️ Reasons to hesitate
- The consensus is not unanimous: of 9 ratings, 7 are neutral.
- High valuation (P/E ~40): strong growth is already "priced in", leaving little room for error.
- A 12-month target is not a guaranteed path: the price can fall in the meantime.
The analyst consensus on O
Median target $65 (+18%) · 9 ratings · Hold consensus
⚠️ Information, not investment advice. Past performance does not guarantee future results. Analyst targets on a ~12-month horizon.
Frequently asked questions
Should you invest in Realty Income now?
We won't decide for you. The facts: 22% of analysts rate it a buy, median target $65 (+18%), and Wells Fargo (most reliable on O, 67%) targets $64. Weigh that against valuation (P/E ~40). This is not personalized advice.
Is it too late to invest in Realty Income?
Not according to analysts: the median target ($65) is still +18% above the current price ($55) (most reliable on O: Wells Fargo, 67%). The real question isn't "too late" but the price-to-value gap and risk. Not advice.
Is Realty Income still worth investing in?
It depends on the gap between the price ($55) and its estimated value: analysts target $65 on median (+18%), with 22% buys (most reliable on O: Wells Fargo, 67%). Cross-check with their real reliability on O and the cautions above. Information, not advice.
What's the main risk in buying O?
The consensus is not unanimous: of 9 ratings, 7 are neutral.
→ Go deeper: the full Realty Income profile (consensus, analyst reliability, price target, performance).