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

Envestnet Asset Management Inc. decreased its position in W.P. Carey Inc. (NYSE:WPC) by 1.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 607,668 shares of the real estate investment trust’s stock after selling 8,616 shares during the quarter. Envestnet Asset Management Inc. owned approximately 0.28% of W.P. Carey worth $41,060,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Penserra Capital Management LLC raised its holdings in W.P. Carey by 3.3% in the 3rd quarter. Penserra Capital Management LLC now owns 22,800 shares of the real estate investment trust’s stock worth $1,540,000 after acquiring an additional 730 shares during the period. Callan Family Office LLC bought a new position in shares of W.P. Carey in the third quarter worth about $214,000. Atlantic Union Bankshares Corp lifted its position in shares of W.P. Carey by 48.3% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 3,664 shares of the real estate investment trust’s stock worth $248,000 after purchasing an additional 1,194 shares during the last quarter. Jones Financial Companies Lllp boosted its stake in W.P. Carey by 43.8% during the 3rd quarter. Jones Financial Companies Lllp now owns 14,098 shares of the real estate investment trust’s stock valued at $965,000 after purchasing an additional 4,296 shares during the period. Finally, Mutual Advisors LLC boosted its stake in W.P. Carey by 22.5% during the 3rd quarter. Mutual Advisors LLC now owns 27,900 shares of the real estate investment trust’s stock valued at $1,894,000 after purchasing an additional 5,122 shares during the period. 73.73% of the stock is owned by institutional investors.

Analyst Ratings Changes

WPC has been the subject of a number of research analyst reports. JPMorgan Chase & Co. cut their price target on W.P. Carey from $79.00 to $74.00 and set an “overweight” rating for the company in a report on Tuesday, December 9th. Barclays set a $65.00 target price on shares of W.P. Carey in a research report on Tuesday, January 13th. Citigroup increased their price target on shares of W.P. Carey from $60.00 to $69.00 and gave the company a “neutral” rating in a report on Wednesday, January 14th. Weiss Ratings restated a “hold (c)” rating on shares of W.P. Carey in a report on Wednesday, January 21st. Finally, Royal Bank Of Canada upped their price objective on shares of W.P. Carey from $69.00 to $70.00 and gave the company a “sector perform” rating in a research report on Wednesday, January 7th. Three investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price 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

W.P. Carey Price Performance

Shares of W.P. Carey stock opened at $72.65 on Wednesday. The firm has a market cap of $15.92 billion, a P/E ratio of 44.03, a price-to-earnings-growth ratio of 6.10 and a beta of 0.78. The firm’s 50-day simple moving average is $67.07 and its 200-day simple moving average is $66.94. W.P. Carey Inc. has a twelve month low of $54.24 and a twelve month high of $72.68. The company has a debt-to-equity ratio of 1.02, a quick ratio of 0.25 and a current ratio of 0.25.

W.P. Carey (NYSE:WPC) last announced its quarterly 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 analysts’ expectations of $433.28 million. W.P. Carey had a net margin of 21.75% and a return on equity of 4.40%. The company’s revenue for the quarter was up 9.6% compared to the same quarter last year. During the same quarter last year, the company earned $1.21 earnings per share. W.P. Carey has set its FY 2026 guidance at 5.130-5.230 EPS. As a group, research analysts expect that W.P. Carey Inc. will post 4.87 EPS for the current fiscal year.

W.P. Carey Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, January 15th. Investors of record on Wednesday, December 31st were paid a $0.92 dividend. The ex-dividend date of this dividend was Wednesday, December 31st. This represents a $3.68 annualized dividend and a yield of 5.1%. This is a positive change from W.P. Carey’s previous quarterly dividend of $0.91. W.P. Carey’s payout ratio is presently 223.03%.

W.P. Carey 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.