Realty Income(O) The Motley Fool·2025-03-01 13:00分组1: Realty Income - Realty Income is a leading real estate investment trust (REIT) known for its high yield and reliable business model, paying monthly dividends for over 54 years [2][5] - The company has a diverse portfolio with nearly 80% in retail, featuring tenants like Walmart and Home Depot, and maintains a high occupancy rate of 98.7% [3][4] - Despite market challenges, Realty Income reported a 4% year-over-year increase in adjusted funds from operations for the fourth quarter, with a current dividend yield of 5.6% [6] 分组2: Target - Target's stock has decreased by 52% from its peak, primarily due to its focus on discretionary items, but it offers a higher dividend yield compared to competitors [7] - The company has maintained a consistent dividend payout since 1967, with a quarterly dividend of $1.12 per share, translating to an annual yield of 3.52% based on 2024 earnings estimates [10] - Target's comparable sales growth was 0.3% with a 2.4% increase in traffic, indicating resilience in a weak retail environment [9] 分组3: Philip Morris International - Philip Morris is transitioning from traditional cigarette sales to next-generation products, with 40% of its revenue now coming from these products [12] - The company reported a 7.3% increase in overall revenue to 1.55 [12] - Philip Morris offers a dividend yield of 3.4%, making it an attractive option for investors seeking both growth and income [15]