Wealthfront Advisers LLC Has $5.90 Million Stock Holdings in W.P. Carey Inc. $WPC

Wealthfront Advisers LLC reduced its position in shares of W.P. Carey Inc. (NYSE:WPC) by 13.2% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 87,362 shares of the real estate investment trust’s stock after selling 13,341 shares during the quarter. Wealthfront Advisers LLC’s holdings in W.P. Carey were worth $5,903,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. US Bancorp DE raised its position in shares of W.P. Carey by 6.5% during the second quarter. US Bancorp DE now owns 33,528 shares of the real estate investment trust’s stock worth $2,092,000 after purchasing an additional 2,045 shares during the period. Blue Trust Inc. raised its holdings in W.P. Carey by 34.8% during the second quarter. Blue Trust Inc. now owns 919 shares of the real estate investment trust’s stock worth $57,000 after buying an additional 237 shares during the last quarter. Aberdeen Group plc raised its holdings in W.P. Carey by 13.5% during the second quarter. Aberdeen Group plc now owns 142,932 shares of the real estate investment trust’s stock worth $8,768,000 after buying an additional 16,975 shares during the last quarter. Vanguard Personalized Indexing Management LLC lifted its stake in shares of W.P. Carey by 10.1% in the second quarter. Vanguard Personalized Indexing Management LLC now owns 34,723 shares of the real estate investment trust’s stock valued at $2,166,000 after buying an additional 3,178 shares in the last quarter. Finally, MGO One Seven LLC grew its holdings in shares of W.P. Carey by 14.9% during the second quarter. MGO One Seven LLC now owns 7,165 shares of the real estate investment trust’s stock valued at $447,000 after buying an additional 927 shares during the last quarter. Institutional investors and hedge funds own 73.73% of the company’s stock.

Key W.P. Carey News

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

• Positive Sentiment: Q4 results and earnings call highlighted stronger-than-expected AFFO, revenue and record investment activity, with management reporting positive rent growth and setting FY2026 EPS guidance that implies steady momentum. W.P. Carey Inc (WPC) Q4 2025 Earnings Call Highlights
• Positive Sentiment: W.P. Carey priced an underwritten public offering of €1.0 billion of senior unsecured notes (weighted-average coupon 3.50%, weighted-average term 7.4 years). The financing locks in relatively low rates and multi-year duration to support acquisitions and portfolio activity. W. P. Carey Inc. Announces Pricing of €1.0 Billion of Senior Unsecured Notes
• Positive Sentiment: Management set a 2026 investment volume target of $1.25B–$1.75B and reiterated focus on retail, industrial and tenant-solutions strategies—signals of continued capital deployment to drive AFFO growth. W P Carey outlines $1.25B–$1.75B investment volume target for 2026
• Neutral Sentiment: Analyst and commentary pieces note WPC’s recovery trajectory following prior dividend and corporate actions, highlighting portfolio repositioning, dispositions and large new lease acquisitions—bullish operational signs but reliant on execution. W. P. Carey: The Rebound Continues
• Neutral Sentiment: Third-party summaries and transcripts (Zacks, Seeking Alpha) corroborate beats on AFFO/revenue and document the earnings call detail—useful for due diligence but largely reiterative of the company’s reported results. W.P. Carey’s Q4 FFO & Revenues Surpass Estimates

W.P. Carey Stock Performance

Shares of WPC opened at $73.08 on Friday. The stock has a 50 day moving average of $67.31 and a 200 day moving average of $67.02. The company has a market capitalization of $16.02 billion, a price-to-earnings ratio of 34.63, a PEG ratio of 6.17 and a beta of 0.78. W.P. Carey Inc. has a 12 month low of $54.24 and a 12 month high of $74.29. The company has a current ratio of 0.14, a quick ratio of 0.25 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, 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 during the quarter, compared to the consensus estimate of $433.28 million. During the same quarter in the prior year, the company earned $1.21 EPS. The business’s revenue for the quarter was up 9.6% on a year-over-year basis. W.P. Carey has set its FY 2026 guidance at 5.130-5.230 EPS. As a group, sell-side analysts forecast that W.P. Carey Inc. will post 4.87 earnings per share for the current year.

W.P. Carey Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, January 15th. Investors of record on Wednesday, December 31st were issued a dividend of $0.92 per share. This represents a $3.68 dividend on an annualized basis and a yield of 5.0%. This is a boost from W.P. Carey’s previous quarterly dividend of $0.91. The ex-dividend date was Wednesday, December 31st. W.P. Carey’s dividend payout ratio is 223.03%.

Analyst Ratings Changes

WPC has been the topic of several recent research reports. Citigroup raised their price target on shares of W.P. Carey from $60.00 to $69.00 and gave the company a “neutral” rating in a research report on Wednesday, January 14th. Evercore lowered their price objective on W.P. Carey from $72.00 to $71.00 and set an “in-line” rating for the company in a research note on Monday, December 15th. JPMorgan Chase & Co. cut their target price on W.P. Carey from $79.00 to $74.00 and set an “overweight” rating on the stock in a research report on Tuesday, December 9th. Weiss Ratings restated a “hold (c)” rating on shares of W.P. Carey in a research note on Wednesday, January 21st. Finally, Barclays set a $65.00 price objective on shares of W.P. Carey in a report on Tuesday, January 13th. Three analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, W.P. Carey currently has a consensus rating of “Hold” and an average target price of $69.40.

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.