Stock Fundamentals

Company Information

Company Name
W P Carey Inc
Sector
Real Estate
Industry
REIT - Diversified
Exchange
NYSE
ISIN: US92936U1097
CIK: 0001025378
CUSIP: 92930Y107
Currency: USD
Full Time Employees: 199
Phone: (212) 492-1100
Fiscal Year End: December
IPO Date: Jan 21, 1998
Description:

W. P. Carey Inc. ranks among the largest net lease REITs with a well-diversified portfolio of high-quality, operationally critical commercial real estate. It includes 1,703 net lease properties covering approximately 185 million square feet as of March 31, 2026. With offices in New York, London, Amsterdam and Dallas, the company remains focused on investing primarily in single-tenant, industrial, warehouse and retail properties located in the U.S. and Europe, under long-term net leases with built-in rent escalations. W. P. Carey Inc. was incorporated in 1973 in Maryland, USA.

Address:

One Manhattan West, New York, NY, United States, 10001

Directors & Officers

Name Title Year Born
Mr. Jason E. Fox CEO, President & Board Member 1973
Mr. Gino M Sabatini MD & Head of Investments 1969
Mr. Brooks G. Gordon MD & Head of Asset Management 1984
Ms. Toni Ann Sanzone CPA MD & CFO 1977
Mr. Jeremiah Gregory MD, Head of Strategy & Capital Markets 1977
Mr. Zachary Pasanen MD & Co-Head of North American Investments NA
Mr. Christopher A. Mertlitz MD & Head of European Investments Europe NA
Mr. Chris Hayes Managing Director NA
Mr. Peter Bates MD & Head of North American Asset Management NA
Mr. Nicolas Isham Managing Director NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Jan 12, 2026 Gary C. Peters N/A Purchase N/A $66.73 N/A
Jul 16, 2025 Lisa C. McClain N/A Sale N/A $61.75 N/A
Jul 10, 2025 Lisa C. McClain N/A Purchase N/A $62.56 N/A
Nov 20, 2024 Brian H Zander N/A Sale 440.00 $56.65 $24.93K
Aug 09, 2024 Mark A Alexander N/A Purchase 3.50K $55.87 $195.55K
Dec 14, 2023 Brian H Zander N/A Sale 200.00 $65.26 $13.05K
May 02, 2023 Mark A Alexander N/A Purchase 1.00K $72.48 $72.48K

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Vanguard Group Inc 30.44M Dec 31, 2025 13.66% $0.03 -0.62%
BlackRock Inc 30.11M Mar 31, 2026 13.52% $0.04 6.18%
State Street Corp 12.34M Mar 31, 2026 5.54% $0.03 0.71%
Geode Capital Management, LLC 4.91M Mar 31, 2026 2.21% $0.02 2.47%
Amvescap Plc. 4.49M Mar 31, 2026 2.02% $0.05 15.03%
Massachusetts Financial Services Company 4.19M Mar 31, 2026 1.88% $0.10 -0.52%
JPMorgan Chase & Co 3.36M Mar 31, 2026 1.51% $0.01 1.83%
Dimensional Fund Advisors, Inc. 3.35M Mar 31, 2026 1.50% $0.05 4.88%
Charles Schwab Investment Management Inc 3.05M Mar 31, 2026 1.37% $0.03 3.35%
NORGES BANK 2.86M Dec 31, 2025 1.28% $0.02 17.81%
Legal & General Group PLC 2.74M Mar 31, 2026 1.23% $0.04 1.63%
Northern Trust Corp 2.66M Mar 31, 2026 1.19% $0.02 1.89%
Bank of New York Mellon Corp 2.35M Mar 31, 2026 1.06% $0.03 1.63%
UBS Asset Mgmt Americas Inc 2.21M Mar 31, 2026 0.99% $0.03 1.94%
Nuveen, LLC 2.13M Mar 31, 2026 0.95% $0.04 273.60%
Morgan Stanley - Brokerage Accounts 1.99M Mar 31, 2026 0.89% $0.01 -0.30%
UBS Group AG 1.67M Mar 31, 2026 0.75% $0.02 19.08%
Equity Investment Corp 1.58M Mar 31, 2026 0.71% $2.11 -2.66%
Citadel Advisors Llc 1.47M Mar 31, 2026 0.66% $0.02 1,750.21%
Wellington Management Company LLP 1.43M Mar 31, 2026 0.64% $0.02 16.93%

Shares Statistics

Shares Outstanding: 222.74M
Shares Float: 220.19M
% Insiders: 99.60%
% Institutions: 8,068.90%
Short % Float: 6.07%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Real Estate Index Investor 8.13M 3.65% ▼ 0.33% Apr 30, 2026
2 iShares Core S&P Mid-Cap ETF 7.40M 3.32% ▼ 0.05% Apr 30, 2026
3 Vanguard Total Stock Mkt Idx Inv 7.16M 3.21% ▲ 0.36% Apr 30, 2026
4 Vanguard Small Cap Index 5.19M 2.33% ▼ 0.20% Apr 30, 2026
5 Vanguard Small Cap Value Index Inv 3.33M 1.50% ▲ 0.70% Apr 30, 2026
6 Vanguard Institutional Extnd Mkt Idx Tr 2.47M 1.11% ▲ 1.06% Apr 30, 2026
7 MFS Mid Cap Value A 1.90M 0.86% ▲ 0.00% Apr 30, 2026
8 MFS Mid Cap Value Equity 1.90M 0.86% ▼ 4.14% Mar 31, 2026
9 State Street® SPDR® S&P MIDCAP 400® ETF 1.66M 0.74% ▲ 0.38% Apr 30, 2026
10 Schwab US REIT ETF™ 1.54M 0.69% ▲ 0.00% Apr 30, 2026

Valuation Metrics

Enterprise Value: $24.90B
Trailing P/E: 31.44
Forward P/E: 25.00

Financial Highlights

Market Cap: $16.39B
EBITDA: $1.45B
P/E Ratio: $31.44
PEG Ratio: $1.47
Book Value: $37.05
Dividend/Share: $3.66
Dividend Yield: 4.96%
Earnings/Share: $2.34
Profit Margin: 29.67%
Operating Margin: 54.77%
ROA (TTM): 3.28%
ROE (TTM): 6.26%
Revenue (TTM): $1.74B
Revenue/Share (TTM): $7.90
Earnings Growth (YOY): 40.20%
Revenue Growth (YOY): 8.90%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 0.18x 1.07x 0.55x 2.62x 6.62x
2024-12-31 1.14x 1.03x 0.52x 4.74x 6.66x
2023-12-31 3.40x 0.94x 0.52x 5.02x 5.65x
2022-12-31 0.27x 0.93x 0.50x 5.80x 6.45x
2021-12-31 0.23x 0.90x 0.51x 5.58x 5.89x
2020-12-31 0.37x 0.99x 0.53x 4.87x 6.50x
2019-12-31 0.54x 0.90x 0.51x 4.43x 5.63x
2018-12-31 0.51x 1.85x 0.52x 4.40x 15.54x
2017-12-31 0.72x 2.51x 0.59x 4.28x 11.45x
2016-12-31 1.29x 1.37x 0.59x 3.99x 6.35x
2015-12-31 0.62x 1.24x 0.59x 3.69x 5.73x
2014-12-31 0.60x 0.88x 0.55x 3.50x 4.97x
2013-12-31 1.00x 0.95x 0.53x 3.52x 4.67x
2012-12-31 0.68x 0.99x 0.50x 3.53x 8.88x
2011-12-31 0.45x 0.86x 0.50x 6.67x 2.48x
2010-12-31 0.42x 0.64x 0.43x 5.93x 2.65x
2009-12-31 0.23x 0.67x 0.41x 5.54x 3.28x
2008-12-31 0.35x 0.51x 0.42x 5.01x 2.37x
2007-12-31 0.41x 0.52x 0.44x 5.65x 1.95x
2006-12-31 5.42x 0.42x 0.41x 6.85x 1.72x
2005-12-31 1,386.36x 0.38x 0.38x 4.17x 2.03x
2004-12-31 2.19x 0.45x 0.39x N/A 0.91x
2003-12-31 3.72x 0.35x 0.34x N/A 0.98x
2002-12-31 1.93x 0.39x 0.36x N/A 2.55x
2001-12-31 6.46x 0.51x 0.39x N/A 1.63x
2000-12-31 7.23x 0.48x 0.38x N/A 1.77x
1999-12-31 0.09x 0.00x 0.41x N/A 0.00x
1998-12-31 0.20x 0.00x 0.37x N/A 0.00x
1997-12-31 1.27x 0.00x 0.43x N/A 0.00x

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