Inceptionr LLC Has $1.53 Million Stake in W.P. Carey Inc. $WPC

Inceptionr LLC increased its position in W.P. Carey Inc. (NYSE:WPC) by 110.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 22,665 shares of the real estate investment trust’s stock after purchasing an additional 11,920 shares during the quarter. Inceptionr LLC’s holdings in W.P. Carey were worth $1,531,000 at the end of the most recent quarter.

A number of other institutional investors have also recently bought and sold shares of the business. Norges Bank acquired a new position in shares of W.P. Carey in the 2nd quarter valued at $151,411,000. Captrust Financial Advisors boosted its position in shares of W.P. Carey by 2,712.0% during the 2nd quarter. Captrust Financial Advisors now owns 771,534 shares of the real estate investment trust’s stock valued at $48,128,000 after acquiring an additional 744,097 shares in the last quarter. Barclays PLC boosted its position in shares of W.P. Carey by 331.0% during the 3rd quarter. Barclays PLC now owns 861,430 shares of the real estate investment trust’s stock valued at $58,207,000 after acquiring an additional 661,572 shares in the last quarter. GRS Advisors LLC bought a new stake in W.P. Carey in the second quarter valued at about $37,694,000. Finally, First Trust Advisors LP increased its stake in W.P. Carey by 422.2% in the second quarter. First Trust Advisors LP now owns 736,437 shares of the real estate investment trust’s stock valued at $45,939,000 after acquiring an additional 595,404 shares during the period. Institutional investors and hedge funds own 73.73% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on the stock. Weiss Ratings restated a “hold (c)” rating on shares of W.P. Carey in a research note on Wednesday, January 21st. Royal Bank Of Canada upped their price objective on W.P. Carey from $70.00 to $72.00 and gave the company a “sector perform” rating in a research note on Thursday, February 12th. Barclays set a $65.00 target price on W.P. Carey in a report on Tuesday, January 13th. Evercore set a $74.00 target price on W.P. Carey in a research report on Tuesday, February 17th. Finally, Scotiabank boosted their price target on W.P. Carey from $72.00 to $73.00 and gave the company a “sector perform” rating in a research note on Monday, March 2nd. Two equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, W.P. Carey has an average rating of “Hold” and an average target price of $70.11.

W.P. Carey Stock Performance

WPC stock opened at $72.70 on Monday. The company has a 50 day moving average price of $69.97 and a 200 day moving average price of $67.96. W.P. Carey Inc. has a fifty-two week low of $54.24 and a fifty-two week high of $75.69. The company has a debt-to-equity ratio of 1.02, a current ratio of 0.14 and a quick ratio of 0.14. The stock has a market capitalization of $15.93 billion, a PE ratio of 34.46, a price-to-earnings-growth ratio of 4.94 and a beta of 0.76.

W.P. Carey (NYSE:WPC) last announced its quarterly earnings data on Tuesday, February 10th. The real estate investment trust reported $1.27 EPS for the quarter, beating analysts’ consensus estimates of $1.25 by $0.02. W.P. Carey had a return on equity of 5.67% and a net margin of 27.17%.The firm had revenue of $444.55 million for the quarter, compared to analyst estimates of $433.28 million. During the same period last year, the company earned $1.21 EPS. The business’s quarterly revenue was up 9.6% compared to the same quarter last year. W.P. Carey has set its FY 2026 guidance at 5.130-5.230 EPS. Analysts forecast that W.P. Carey Inc. will post 4.87 EPS for the current year.

W.P. Carey Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, January 15th. Investors of record on Wednesday, December 31st were given a $0.92 dividend. The ex-dividend date was Wednesday, December 31st. This is a positive change from W.P. Carey’s previous quarterly dividend of $0.91. This represents a $3.68 dividend on an annualized basis and a yield of 5.1%. W.P. Carey’s dividend payout ratio is 174.41%.

W.P. Carey Company Profile

W. P. Carey Inc is a diversified net-lease real estate investment trust specializing in single-tenant commercial properties. The company structures sale-leaseback and build-to-suit transactions to provide long-term net lease financing across a variety of asset classes, including industrial facilities, office buildings, retail centers and self-storage facilities. By employing triple net leases, W. P. Carey transfers property operating expenses, taxes and maintenance responsibility to tenants, creating a stable, predictable income stream for investors.

Founded in 1973 by William Polk Carey, the firm has expanded organically and through strategic mergers and acquisitions.