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SG Americas Securities LLC Boosts Stock Position in W.P. Carey Inc. $WPC

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Key Points

  • SG Americas Securities LLC boosted its W.P. Carey stake by 505.2% in Q4, adding 92,037 shares to hold 110,255 shares worth about $7.10 million (≈0.05% of the company).
  • W.P. Carey raised its quarterly dividend to $0.93 (from $0.92), an annualized $3.72 yielding 5.5%, though the dividend payout ratio is a high 174.41%.
  • The REIT slightly beat Q results (EPS $1.27 vs. $1.25) and set FY‑2026 guidance of $5.130–5.230 EPS; analysts have a consensus "Hold" rating with a $71.90 target (3 Buy, 7 Hold, 1 Sell).
  • MarketBeat previews top five stocks to own in May.

SG Americas Securities LLC increased its holdings in W.P. Carey Inc. (NYSE:WPC - Free Report) by 505.2% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 110,255 shares of the real estate investment trust's stock after purchasing an additional 92,037 shares during the period. SG Americas Securities LLC owned approximately 0.05% of W.P. Carey worth $7,096,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of WPC. Headlands Technologies LLC bought a new stake in shares of W.P. Carey in the 2nd quarter worth about $30,000. Wealth Watch Advisors INC bought a new position in shares of W.P. Carey in the 3rd quarter valued at about $33,000. LGT Financial Advisors LLC purchased a new position in W.P. Carey in the third quarter worth about $34,000. Salem Investment Counselors Inc. grew its position in 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 worth $42,000 after acquiring an additional 563 shares in the last quarter. Finally, Caitong International Asset Management Co. Ltd increased its stake in W.P. Carey by 1,450.0% during the third quarter. Caitong International Asset Management Co. Ltd now owns 620 shares of the real estate investment trust's stock worth $42,000 after acquiring an additional 580 shares during the last quarter. Hedge funds and other institutional investors own 73.73% of the company's stock.

Wall Street Analysts Forecast Growth

WPC has been the topic of a number of recent research reports. Barclays upped their price objective on W.P. Carey from $65.00 to $68.00 and gave the company an "underweight" rating in a research report on Friday, March 13th. Raymond James Financial raised W.P. Carey from a "market perform" rating to an "outperform" rating and set a $76.00 target price on the stock in a research report on Tuesday, March 17th. Royal Bank Of Canada increased their price target on W.P. Carey from $70.00 to $72.00 and gave the company a "sector perform" rating in a report on Thursday, February 12th. Citigroup raised their price target on W.P. Carey from $60.00 to $69.00 and gave the stock a "neutral" rating in a research report on Wednesday, January 14th. Finally, Evercore set a $74.00 price objective on shares of W.P. Carey in a research note on Tuesday, February 17th. Three investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock has an average rating of "Hold" and a consensus target price of $71.90.

Read Our Latest Stock Report on W.P. Carey

W.P. Carey Stock Up 0.2%

Shares of NYSE WPC opened at $67.77 on Tuesday. W.P. Carey Inc. has a 1 year low of $54.24 and a 1 year high of $75.69. The firm has a 50-day simple moving average of $71.00 and a two-hundred day simple moving average of $68.27. The company has a market cap of $14.85 billion, a P/E ratio of 32.12, a PEG ratio of 4.60 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 (NYSE:WPC - Get Free Report) last released its earnings results on Tuesday, February 10th. The real estate investment trust reported $1.27 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 for the quarter, compared to analysts' expectations of $433.28 million. During the same quarter in the prior year, the firm posted $1.21 earnings per share. The company's quarterly revenue 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. Research analysts anticipate 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 disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st will be given a $0.93 dividend. This is a boost from W.P. Carey's previous quarterly dividend of $0.92. The ex-dividend date of this dividend is Tuesday, March 31st. This represents a $3.72 annualized dividend and a yield of 5.5%. W.P. Carey's dividend payout ratio is currently 174.41%.

W.P. Carey Company Profile

(Free Report)

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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Institutional Ownership by Quarter for W.P. Carey (NYSE:WPC)

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