Overview
W. P. Carey is one of the largest diversified net lease REITs, specializing in the acquisition of operationally critical, single-tenant properties in North America and Europe.
Basic Stats
The share price of W. P. Carey Inc. as of September 5, 2025 is $68.14 / share. This is an increase of 1.55% from the prior week. The market cap (or net worth) of W. P. Carey Inc. as of September 5, 2025 is $14,921.22 MM.
The Factor Analysis chart (below right) shows a view of W. P. Carey Inc. from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | 14,921.22 MM |
| EV | 23,243.97 MM |
| Shares Out. | 218.98 MM |
| Earnings Date | |
| EPS (TTM) | 1.53 |
| Dividend Yield | 5.28 % |
| Ex-Dividend Date | 2025-06-30 |
| Borrow Rate | 0.41 |
| Short Shares Avail. | 3.50 MM |
| Short Interest | 5.46 MM |
| Short Float | 2.52 % |
| Days to Cover | 6.75 days |
| Risk Free Rate | 4.17 % |
| Price Change (1 yr) | 12.20 % |
| Volatility (1 yr) | 0.20 |
| Beta | 0.35 |
| Sharpe Ratio (1 yr) | 0.41 |
| Sortino Ratio (1 yr) | 0.70 |
| PE Ratio | 44.44 |
| Price/Book | 1.81 |
| Price/TBV | 3.60 |
| Book/Market | 0.55 |
| EBIT/EV | 0.02 |
| EBIT(3yr avg)/EV | 0.03 |
| ROA | 0.02 |
| ROE | 0.04 |
| ROIC | 0.02 |
| CROIC | -0.05 |
| OCROIC | 0.07 |
| Implied Volatility | 16.96 % |
| Put/Call OI Ratio | 0.37 |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Price Target
The average one-year price target for W. P. Carey Inc. is $67.22. The forecasts range from a low of $60.60 to a high of $78.75. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for W. P. Carey Inc.. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2022-12-19 | Raymond James | Outperform | Maintains | |
| 2022-10-24 | JMP Securities | Market Outperform | Maintains | |
| 2022-10-04 | Raymond James | Outperform | Maintains | |
| 2022-08-03 | JMP Securities | Market Outperform | Maintains | |
| 2022-08-01 | RBC Capital | Outperform | Maintains | |
| 2022-07-08 | Raymond James | Outperform | Maintains | |
| 2022-06-28 | Wolfe Research | Peer Perform | Initiate | |
| 2022-06-23 | Evercore ISI Group | Outperform | In-Line | Downgrade |
| 2022-05-10 | JMP Securities | Market Outperform | Initiate | |
| 2022-04-14 | Raymond James | Outperform | Initiate | |
| 2022-01-20 | B of A Securities | Underperform | Neutral | Upgrade |
| 2021-11-01 | RBC Capital | Outperform | Maintains | |
| 2021-09-17 | RBC Capital | Outperform | Initiate | |
| 2021-06-23 | Wells Fargo | Overweight | Maintains | |
| 2021-06-15 | JP Morgan | Neutral | Overweight | Upgrade |
| 2021-04-07 | B of A Securities | Buy | Underperform | Downgrade |
| 2020-06-10 | Wells Fargo | Overweight | Maintains | |
| 2020-04-07 | Citigroup | Neutral | Maintains | |
| 2020-04-02 | Wells Fargo | Overweight | Maintains | |
| 2020-03-02 | Citigroup | Neutral | Maintains | |
| 2019-12-10 | Wells Fargo | Market Perform | Outperform | Upgrade |
| 2019-11-11 | Evercore ISI Group | Underperform | In-Line | Upgrade |
| 2019-10-25 | BMO Capital | Outperform | Initiate | |
| 2019-06-07 | Citigroup | Sell | Neutral | Upgrade |
| 2019-03-26 | Mitsubishi UFJ | Neutral | Initiate | |
| 2018-12-19 | JP Morgan | Neutral | Initiate | |
| 2018-08-13 | Bank of America | Underperform | Underperform | Maintains |
| 2018-06-14 | Wells Fargo | Market Perform | Market Perform | Maintains |
| 2017-12-11 | Evercore ISI Group | In-Line | Underperform | Downgrade |
| 2017-10-18 | Baird | Outperform | Initiate | |
| 2017-08-14 | Evercore ISI Group | Underperform | In-Line | Upgrade |
| 2017-06-12 | Evercore ISI Group | In-Line | Underperform | Downgrade |
| 2017-04-03 | Evercore ISI Group | Outperform | In-Line | Downgrade |
| 2016-07-07 | Citigroup | Sell | Maintains | |
| 2016-02-11 | Capital One Financial | Overweight | Equal-Weight | Downgrade |
| 2015-12-11 | Citigroup | Neutral | Sell | Downgrade |
| 2015-11-05 | Evercore ISI Group | Buy | Hold | Downgrade |
| 2015-08-05 | BMO Capital | Outperform | Market Perform | Downgrade |
| 2015-06-25 | Bank of America | Neutral | Underperform | Downgrade |
| 2015-06-04 | Capital One Financial | Overweight | Upgrade | |
| 2015-02-18 | Wells Fargo | Market Perform | Initiate | |
| 2014-12-03 | Citigroup | Neutral | Initiate | |
| 2014-10-10 | Bank of America | Neutral | Initiate | |
| 2014-04-03 | Capital One Financial | Equal-Weight | Initiate | |
| 2013-09-11 | BMO Capital | Outperform | Initiate | |
| 2013-06-19 | Ladenburg Thalmann | Neutral | Buy | Upgrade |
| 2013-05-06 | Evercore Partners | Overweight | Initiate | |
| 2023-02-13 | RBC Capital | Outperform | Maintains | |
| 2023-03-21 | JMP Securities | Market Outperform | Reiterate | |
| 2023-04-26 | JMP Securities | Market Outperform | Reiterate | |
| 2023-05-01 | RBC Capital | Outperform | Maintains | |
| 2023-06-14 | Exane BNP Paribas | Underperform | Initiate | |
| 2023-06-14 | Raymond James | Outperform | Outperform | Maintains |
| 2023-06-23 | JMP Securities | Market Outperform | Market Outperform | Maintains |
| 2023-09-26 | B of A Securities | Underperform | Underperform | Maintains |
| 2023-08-30 | Citigroup | Neutral | Neutral | Maintains |
| 2023-09-26 | RBC Capital | Outperform | Outperform | Maintains |
| 2023-09-26 | BMO Capital | Outperform | Market Perform | Downgrade |
| 2023-07-31 | RBC Capital | Outperform | Outperform | Maintains |
| 2023-08-14 | B of A Securities | Neutral | Underperform | Downgrade |
| 2023-09-22 | Evercore ISI Group | In-Line | In-Line | Maintains |
| 2023-10-02 | Raymond James | Outperform | Outperform | Maintains |
| 2023-09-28 | Scotiabank | Sector Perform | Sector Perform | Maintains |
| 2024-01-11 | RBC Capital | Outperform | Outperform | Maintains |
| 2024-02-12 | Raymond James | Outperform | Market Perform | Downgrade |
| 2024-05-16 | Scotiabank | Sector Perform | Sector Perform | Maintains |
| 2024-05-03 | RBC Capital | Outperform | Outperform | Maintains |
| 2024-05-30 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2024-02-20 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2024-03-27 | Barclays | Equal-Weight | Initiate | |
| 2024-02-12 | RBC Capital | Outperform | Outperform | Maintains |
| 2024-03-04 | Scotiabank | Sector Perform | Sector Perform | Maintains |
| 2024-01-08 | Raymond James | Outperform | Outperform | Maintains |
| 2024-05-31 | UBS | Neutral | Initiate | |
| 2024-07-12 | JP Morgan | Overweight | Overweight | Maintains |
| 2024-06-24 | JMP Securities | Market Perform | Reiterate | |
| 2024-06-21 | JMP Securities | Market Perform | Reiterate | |
| 2024-08-01 | RBC Capital | Outperform | Outperform | Maintains |
| 2025-02-04 | Barclays | Underweight | Underweight | Maintains |
| 2025-02-13 | JMP Securities | Market Perform | Market Perform | Reiterate |
| 2025-02-13 | RBC Capital | Outperform | Outperform | Maintains |
| 2024-08-28 | Evercore ISI Group | In-Line | In-Line | Maintains |
| 2024-07-18 | UBS | Neutral | Neutral | Maintains |
| 2024-08-26 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2024-09-16 | Evercore ISI Group | In-Line | In-Line | Maintains |
| 2025-05-13 | UBS | Neutral | Neutral | Maintains |
| 2024-11-14 | UBS | Neutral | Neutral | Maintains |
| 2024-08-07 | Scotiabank | Sector Perform | Sector Perform | Maintains |
| 2025-01-16 | Scotiabank | Sector Perform | Sector Perform | Maintains |
| 2025-01-10 | JMP Securities | Market Perform | Market Perform | Reiterate |
| 2024-10-10 | Barclays | Equal-Weight | Equal-Weight | Maintains |
| 2025-03-04 | Barclays | Underweight | Underweight | Maintains |
| 2024-12-16 | JMP Securities | Market Perform | Market Perform | Reiterate |
| 2025-03-10 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2025-02-18 | BMO Capital | Market Perform | Outperform | Upgrade |
| 2025-02-19 | Evercore ISI Group | In-Line | In-Line | Maintains |
| 2025-08-15 | UBS | Neutral | Neutral | Maintains |
| 2025-03-12 | Scotiabank | Sector Perform | Sector Perform | Maintains |
| 2025-07-02 | Evercore ISI Group | In-Line | In-Line | Maintains |
| 2025-05-01 | RBC Capital | Outperform | Outperform | Maintains |
| 2025-08-27 | Wells Fargo | Equal-Weight | Equal-Weight | Maintains |
| 2025-07-31 | RBC Capital | Outperform | Outperform | Maintains |
| 2025-05-21 | Barclays | Underweight | Underweight | Maintains |
| 2025-09-05 | Scotiabank | Sector Perform | Sector Perform | Maintains |
| 2025-08-20 | Barclays | Underweight | Underweight | Maintains |
