Envestnet Asset Management Inc. Has $41.06 Million Stock Position in W.P. Carey Inc. $WPC

Envestnet Asset Management Inc. reduced its position in shares of W.P. Carey Inc. (NYSE:WPC) by 1.4% in the 3rd quarter, HoldingsChannel reports. The firm owned 607,668 shares of the real estate investment trust’s stock after selling 8,616 shares during the period. Envestnet Asset Management Inc.’s holdings in W.P. Carey were worth $41,060,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. Norges Bank bought a new position in shares of W.P. Carey in the second quarter valued at approximately $151,411,000. Captrust Financial Advisors increased its holdings in 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 purchasing an additional 744,097 shares in the last quarter. GRS Advisors LLC bought a new position in W.P. Carey in the 2nd quarter valued at $37,694,000. First Trust Advisors LP raised its position in W.P. Carey by 422.2% in the 2nd quarter. First Trust Advisors LP now owns 736,437 shares of the real estate investment trust’s stock valued at $45,939,000 after purchasing an additional 595,404 shares during the last quarter. Finally, Balyasny Asset Management L.P. boosted its stake in W.P. Carey by 165.6% in the second quarter. Balyasny Asset Management L.P. now owns 830,543 shares of the real estate investment trust’s stock worth $51,809,000 after purchasing an additional 517,855 shares in the last quarter. 73.73% of the stock is owned by institutional investors.

W.P. Carey Trading Up 1.6%

WPC opened at $72.65 on Wednesday. The firm has a 50 day simple moving average of $67.07 and a 200 day simple moving average of $66.94. W.P. Carey Inc. has a fifty-two week low of $54.24 and a fifty-two week high of $72.68. The company has a market cap of $15.92 billion, a price-to-earnings ratio of 44.03, a price-to-earnings-growth ratio of 6.10 and a beta of 0.78. The company has a debt-to-equity ratio of 1.02, a current ratio of 0.25 and a quick ratio of 0.25.

W.P. Carey (NYSE:WPC) last released its earnings results on Tuesday, February 10th. The real estate investment trust reported $1.27 EPS for the quarter, topping analysts’ consensus estimates of $1.25 by $0.02. The firm had revenue of $444.55 million during the quarter, compared to analyst estimates of $433.28 million. W.P. Carey had a net margin of 21.75% and a return on equity of 4.40%. The business’s quarterly revenue was up 9.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.21 EPS. W.P. Carey has set its FY 2026 guidance at 5.130-5.230 EPS. On average, sell-side analysts anticipate 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 $0.92 dividend. This is a boost 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%. The ex-dividend date was Wednesday, December 31st. W.P. Carey’s dividend payout ratio is currently 223.03%.

Wall Street Analyst Weigh In

WPC has been the subject of a number of research analyst reports. Barclays set a $65.00 price target on W.P. Carey in a report on Tuesday, January 13th. Evercore lowered their price objective on shares of W.P. Carey from $72.00 to $71.00 and set an “in-line” rating for the company in a research report on Monday, December 15th. Citigroup upped their target price 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. Weiss Ratings reissued a “hold (c)” rating on shares of W.P. Carey in a research note on Wednesday, January 21st. Finally, Scotiabank boosted their price objective on shares of W.P. Carey from $67.00 to $72.00 and gave the stock a “sector perform” rating in a research report on Monday, February 2nd. Three analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, W.P. Carey currently has an average rating of “Hold” and a consensus price target of $69.20.

W.P. Carey News Roundup

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

• Positive Sentiment: Management raised FY‑2026 EPS guidance to $5.130–$5.230, well above street consensus — a major positive that supports earnings growth expectations and dividend coverage. W. P. Carey Announces Fourth Quarter and Full Year 2025 Financial Results
• Positive Sentiment: Q4 funds from operations (FFO) of $1.27 beat the Zacks consensus of $1.26, and revenue of $444.6M topped estimates — these REIT operating measures help justify the rally despite GAAP noise. W.P. Carey (WPC) Q4 FFO and Revenues Beat Estimates
• Neutral Sentiment: Analyst and valuation pieces highlight mixed signals — recent share strength versus some concerns about fair value and long‑term growth assumptions; these discussions may keep trading volatile as investors reassess multiple and yield. Assessing W. P. Carey (WPC) Valuation After Recent Share Price Strength And Conflicting Fair Value Signals What Analysts Think Is Shaping W. P. Carey’s Story Now
• Negative Sentiment: GAAP EPS of $0.67 missed the consensus ~$1.25, which can concern some investors and limit upside in the near term — though REIT investors typically prioritize FFO and guidance over GAAP EPS. W. P. Carey Q4 press release

About W.P. Carey

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.