CSM Advisors LLC Has $14.26 Million Holdings in W.P. Carey Inc. $WPC

CSM Advisors LLC lessened its position in shares of W.P. Carey Inc. (NYSE:WPC) by 9.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 211,089 shares of the real estate investment trust’s stock after selling 21,424 shares during the period. CSM Advisors LLC owned about 0.10% of W.P. Carey worth $14,260,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of WPC. MTM Investment Management LLC acquired a new position in shares of W.P. Carey during the second quarter worth about $28,000. Headlands Technologies LLC acquired a new stake in W.P. Carey in the 2nd quarter valued at approximately $30,000. Wealth Watch Advisors INC acquired a new stake in W.P. Carey in the 3rd quarter valued at approximately $33,000. Salem Investment Counselors Inc. lifted its stake in W.P. Carey by 1,126.0% in the 3rd quarter. Salem Investment Counselors Inc. now owns 613 shares of the real estate investment trust’s stock valued at $42,000 after acquiring an additional 563 shares in the last quarter. Finally, Clearstead Advisors LLC lifted its stake in W.P. Carey by 73.2% in the 3rd quarter. Clearstead Advisors LLC now owns 646 shares of the real estate investment trust’s stock valued at $44,000 after acquiring an additional 273 shares in the last quarter. Institutional investors and hedge funds own 73.73% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on WPC. Evercore set a $74.00 price target on shares of W.P. Carey in a research note on Tuesday, February 17th. Citigroup boosted their price objective on shares of W.P. Carey from $60.00 to $69.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 14th. UBS Group increased their target price on shares of W.P. Carey from $68.00 to $75.00 and gave the stock a “neutral” rating in a report on Monday, March 9th. JPMorgan Chase & Co. decreased their target price on shares of W.P. Carey from $79.00 to $74.00 and set an “overweight” rating for the company in a research report on Tuesday, December 9th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of W.P. Carey in a research note on Wednesday, January 21st. Two research analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $71.44.

More W.P. Carey News

Here are the key news stories impacting W.P. Carey this week:

• Positive Sentiment: W.P. Carey increased its quarterly dividend to $0.93/share (annualized yield ~5.1%) with an ex-dividend date of March 31 and pay date April 15 — a steady income signal and the seventh raise since the 2023 reset. This supports the REIT’s appeal to yield-focused investors. W. P. Carey Increases Quarterly Dividend to $0.930 per Share
• Positive Sentiment: Analysts and commentators note the dividend hike is supported by stable leases and high occupancy; coverage discusses sustainability of the payout — a reassurance for dividend investors even as total-return drivers remain mixed. W.P. Carey Announces Dividend Hike: Is the Increase Sustainable?
• Neutral Sentiment: Analyst consensus remains around a “Hold” / average recommendation, signaling no broad upgrade momentum across the sell side despite the dividend move. This suggests mixed conviction on near-term upside. W.P. Carey Inc. (NYSE:WPC) Receives Average Recommendation of “Hold” from Analysts
• Neutral Sentiment: Coverage pieces are framing a shifting narrative after recent analyst updates and the post-earnings reaction; these explain why sentiment is changing but do not point to a single catalyst that will decisively move the stock. Why The Narrative Around W. P. Carey (WPC) Is Shifting After Recent Analyst Updates
• Neutral Sentiment: Market-post earnings writeups explore why WPC is modestly down since its last report — helpful context but largely descriptive rather than presenting new company-specific negative developments. Why is WP Carey (WPC) down 1.1% since last earnings report?
• Negative Sentiment: Barclays kept an “underweight” rating and nudged its price target from $65 to $68 — still below the current market level and cited as a near-term headwind because it signals downside from a sizable sell-side firm and may prompt more cautious positioning. Benzinga

W.P. Carey Stock Down 0.5%

WPC stock opened at $71.45 on Friday. The company has a market cap of $15.66 billion, a price-to-earnings ratio of 33.86, a P/E/G ratio of 4.87 and a beta of 0.76. W.P. Carey Inc. has a twelve month low of $54.24 and a twelve month high of $75.69. The business has a 50 day moving average price of $70.68 and a two-hundred day moving average price of $68.15. The company has a quick ratio of 0.14, a current ratio of 0.14 and a debt-to-equity ratio of 1.02.

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

W.P. Carey Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st will be given a dividend of $0.93 per share. This represents a $3.72 annualized dividend and a yield of 5.2%. This is an increase from W.P. Carey’s previous quarterly dividend of $0.92. The ex-dividend date of this dividend is Tuesday, March 31st. W.P. Carey’s payout ratio is currently 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.