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

CSM Advisors LLC lowered its holdings in shares of W.P. Carey Inc. (NYSE:WPC) by 9.2% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 211,089 shares of the real estate investment trust’s stock after selling 21,424 shares during the period. CSM Advisors LLC’s holdings in W.P. Carey were worth $14,260,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of the business. Prospera Financial Services Inc boosted its stake in shares of W.P. Carey by 12.5% during the 2nd quarter. Prospera Financial Services Inc now owns 4,606 shares of the real estate investment trust’s stock worth $288,000 after acquiring an additional 511 shares during the period. ProShare Advisors LLC raised its stake in W.P. Carey by 4.1% in the 2nd quarter. ProShare Advisors LLC now owns 9,708 shares of the real estate investment trust’s stock valued at $606,000 after acquiring an additional 384 shares during the period. CENTRAL TRUST Co raised its stake in W.P. Carey by 34.7% in the 2nd quarter. CENTRAL TRUST Co now owns 2,047 shares of the real estate investment trust’s stock valued at $128,000 after acquiring an additional 527 shares during the period. National Pension Service lifted its holdings in W.P. Carey by 340.4% during the 2nd quarter. National Pension Service now owns 3,576 shares of the real estate investment trust’s stock valued at $223,000 after purchasing an additional 2,764 shares during the last quarter. Finally, Geode Capital Management LLC lifted its holdings in W.P. Carey by 1.9% during the 2nd quarter. Geode Capital Management LLC now owns 4,606,018 shares of the real estate investment trust’s stock valued at $286,581,000 after purchasing an additional 87,150 shares during the last quarter. Institutional investors and hedge funds own 73.73% of the company’s stock.

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 Price Performance

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

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

W.P. Carey Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st will be issued a $0.93 dividend. The ex-dividend date of this dividend is Tuesday, March 31st. 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. W.P. Carey’s payout ratio is 174.41%.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on WPC. Weiss Ratings reissued a “hold (c)” rating on shares of W.P. Carey in a research report on Wednesday, January 21st. Barclays upped their price target on shares of W.P. Carey from $65.00 to $68.00 and gave the company an “underweight” rating in a research note on Friday. JPMorgan Chase & Co. lowered their price target on shares of W.P. Carey from $79.00 to $74.00 and set an “overweight” rating on the stock in a report on Tuesday, December 9th. UBS Group raised their price objective on shares of W.P. Carey from $68.00 to $75.00 and gave the stock a “neutral” rating in a research report on Monday, March 9th. Finally, Royal Bank Of Canada boosted their price objective on W.P. Carey from $70.00 to $72.00 and gave the stock a “sector perform” rating in a report on Thursday, February 12th. Two analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, W.P. Carey presently has an average rating of “Hold” and an average target price of $71.44.

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.