Dimensional Fund Advisors LP Acquires 49,992 Shares of W.P. Carey Inc. $WPC

Key Points

• Dimensional Fund Advisors LP bought 49,992 shares of W.P. Carey, raising its stake to 3,171,690 shares (1.45% ownership) valued at about $214.3 million; overall institutional ownership is 73.73%.
• Q4 results and guidance: W.P. Carey reported $1.27 EPS (vs. $1.25 est.) and $444.6M revenue (up 9.6% YoY), and set FY2026 guidance of $5.130–$5.230 EPS (analysts expect $4.87).
• Income and valuation: the firm raised its quarterly dividend to $0.92 ($3.68 annual, a 5.1% yield), the stock trades near $72.70 with a $15.93B market cap, and the consensus rating is Hold with a $70.11 average price target.

Dimensional Fund Advisors LP raised its holdings in W.P. Carey Inc. (NYSE:WPC - Free Report) by 1.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 3,171,690 shares of the real estate investment trust's stock after buying an additional 49,992 shares during the period. Dimensional Fund Advisors LP owned 1.45% of W.P. Carey worth $214,315,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in WPC. MTM Investment Management LLC acquired a new position in shares of W.P. Carey during the 2nd quarter worth about $28,000. Headlands Technologies LLC acquired a new stake in shares of W.P. Carey in the second quarter valued at about $30,000. Salem Investment Counselors Inc. increased its position in shares of W.P. Carey by 1,126.0% in the third 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 during the last quarter. Clearstead Advisors LLC raised its holdings in W.P. Carey by 73.2% during the third quarter. Clearstead Advisors LLC now owns 646 shares of the real estate investment trust's stock worth $44,000 after acquiring an additional 273 shares in the last quarter. Finally, True Wealth Design LLC raised its holdings in W.P. Carey by 74.4% during the third quarter. True Wealth Design LLC now owns 661 shares of the real estate investment trust's stock worth $45,000 after acquiring an additional 282 shares in the last quarter. 73.73% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of research firms have weighed in on WPC. Evercore set a $74.00 price target on W.P. Carey in a research note on Tuesday, February 17th. JPMorgan Chase & Co. dropped their price objective on W.P. Carey from $79.00 to $74.00 and set an "overweight" rating on the stock in a research note on Tuesday, December 9th. Scotiabank increased their price objective on W.P. Carey from $72.00 to $73.00 and gave the company a "sector perform" rating in a report on Monday, March 2nd. Royal Bank Of Canada raised their target price on shares of W.P. Carey from $70.00 to $72.00 and gave the company a "sector perform" rating in a research note on Thursday, February 12th. Finally, Barclays set a $65.00 target price on shares of W.P. Carey in a report on Tuesday, January 13th. 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 MarketBeat, the company presently has an average rating of "Hold" and a consensus price target of $70.11.

W.P. Carey Trading Up 0.2%

W.P. Carey stock opened at $72.70 on Friday. W.P. Carey Inc. has a 52 week low of $54.24 and a 52 week high of $75.69. The company has a debt-to-equity ratio of 1.02, a quick ratio of 0.14 and a current ratio of 0.14. The stock has a market capitalization of $15.93 billion, a P/E ratio of 34.46, a PEG ratio of 4.94 and a beta of 0.76. The stock has a 50-day simple moving average of $69.97 and a 200 day simple moving average of $67.95.

W.P. Carey (NYSE:WPC - Get Free Report) last announced its quarterly earnings results on Tuesday, February 10th. The real estate investment trust reported $1.27 earnings per share for the quarter, topping analysts' consensus estimates of $1.25 by $0.02. The firm had revenue of $444.55 million for the quarter, compared to the consensus estimate 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 previous year, the business earned $1.21 earnings per share. W.P. Carey has set its FY 2026 guidance at 5.130-5.230 EPS. Analysts expect that W.P. Carey Inc. will post 4.87 earnings per share for the current year.

W.P. Carey Increases Dividend

The firm also recently announced 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 dividend yield of 5.1%. The ex-dividend date of this dividend was Wednesday, December 31st. This is a boost from W.P. Carey's previous quarterly dividend of $0.91. W.P. Carey's payout ratio is presently 174.41%.

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.

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