W.P. Carey Inc. $WPC Shares Bought by Carnegie Investment Counsel

Posted by George Bondi on Jul 12th, 2026

Carnegie Investment Counsel lifted its stake in shares of W.P. Carey Inc. (NYSE:WPC – Free Report) by 3.7% during the 1st quarter, HoldingsChannel reports. The fund owned 215,152 shares of the real estate investment trust’s stock after acquiring an additional 7,578 shares during the period. Carnegie Investment Counsel’s holdings in W.P. Carey were worth $14,622,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Invesco Ltd. boosted its holdings in shares of W.P. Carey by 416.8% in the 3rd quarter. Invesco Ltd. now owns 3,892,462 shares of the real estate investment trust’s stock valued at $263,014,000 after purchasing an additional 3,139,266 shares during the last quarter. Norges Bank purchased a new position in shares of W.P. Carey in the 4th quarter worth $184,035,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in W.P. Carey by 31,629.0% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,163,285 shares of the real estate investment trust’s stock valued at $139,229,000 after acquiring an additional 2,156,467 shares during the last quarter. Wellington Management Group LLP grew its position in W.P. Carey by 1,183.6% during the third quarter. Wellington Management Group LLP now owns 1,130,402 shares of the real estate investment trust’s stock valued at $76,381,000 after acquiring an additional 1,042,334 shares during the period. Finally, Captrust Financial Advisors increased its stake in W.P. Carey by 2,712.0% during the second quarter. Captrust Financial Advisors now owns 771,534 shares of the real estate investment trust’s stock worth $48,128,000 after acquiring an additional 744,097 shares during the last quarter. Hedge funds and other institutional investors own 73.73% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on the company. UBS Group set a $76.00 target price on W.P. Carey in a report on Thursday, June 18th. Barclays lifted their target price on shares of W.P. Carey from $72.00 to $78.00 and gave the company an “underweight” rating in a report on Tuesday, May 19th. Raymond James Financial upgraded W.P. Carey from a “market perform” rating to an “outperform” rating and set a $76.00 price objective on the stock in a research note on Tuesday, March 17th. BMO Capital Markets reduced their price target on W.P. Carey from $86.00 to $84.00 and set an “outperform” rating on the stock in a research report on Thursday, June 18th. Finally, Wells Fargo & Company upped their target price on shares of W.P. Carey from $77.00 to $80.00 and gave the company an “overweight” rating in a research note on Monday, June 1st. Six equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, W.P. Carey presently has an average rating of “Hold” and a consensus price target of $77.83.

Read Our Latest Stock Report on W.P. Carey

W.P. Carey Stock Up 0.9%

WPC traded up $0.66 during trading on Friday, hitting $71.61. The company had a trading volume of 1,615,497 shares, compared to its average volume of 1,666,118. The company has a market cap of $15.95 billion, a PE ratio of 30.60, a P/E/G ratio of 2.77 and a beta of 0.76. The business has a 50-day moving average of $73.43 and a 200-day moving average of $71.24. The company has a debt-to-equity ratio of 1.04, a current ratio of 0.35 and a quick ratio of 0.35. W.P. Carey Inc. has a 1-year low of $61.09 and a 1-year high of $76.97.

W.P. Carey (NYSE:WPC – Get Free Report) last posted its quarterly earnings data on Tuesday, April 28th. The real estate investment trust reported $1.30 EPS for the quarter, beating analysts’ consensus estimates of $0.61 by $0.69. The firm had revenue of $454.51 million for the quarter, compared to the consensus estimate of $430.64 million. W.P. Carey had a net margin of 29.35% and a return on equity of 6.29%. The firm’s revenue was up 11.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.17 EPS. W.P. Carey has set its FY 2026 guidance at 5.160-5.260 EPS. As a group, analysts forecast that W.P. Carey Inc. will post 5.06 earnings per share for the current year.

W.P. Carey Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 15th. Stockholders of record on Tuesday, June 30th will be given a dividend of $0.94 per share. The ex-dividend date of this dividend is Tuesday, June 30th. This is a positive change from W.P. Carey’s previous quarterly dividend of $0.93. This represents a $3.76 annualized dividend and a dividend yield of 5.3%. W.P. Carey’s dividend payout ratio is 160.68%.

Insider Buying and Selling

In related news, CAO Brian H. Zander sold 433 shares of W.P. Carey stock in a transaction dated Wednesday, May 6th. The stock was sold at an average price of $74.00, for a total value of $32,042.00. Following the completion of the transaction, the chief accounting officer directly owned 13,882 shares in the company, valued at approximately $1,027,268. This trade represents a 3.02% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.98% of the company’s stock.

W.P. Carey 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.