Why does WPC lag the market?
Up 9% over five years while the S&P 500 rose 76%.
- 10-year Treasury yield went from 1.55% on Oct 29, 2021 to 4.94% on Oct 30, 2026 (U.S. Treasury, daily yield curve).
WPC's Quality Score fell 1 point on Fri, Oct 30, to 3. Closed away from the day's high.
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Up 9% over five years while the S&P 500 rose 76%.
| Holding it back | Below its 200-day since August |
| Latest filing | 8-K, Oct 27 |
“US Treasury yields fall as investors track Middle East tensions, await US jobless claims data”
WPC closed +3.1% that day.
After its last 4 reports it closed -0.8% on average, higher 0 of 4 times.
Below Averagefor quality, not price, 2 of 14 chart checks firingWhat the Quality Score means
WPC is #67 of 132 by Quality Score.
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Net income over four quarters: WPC $651M, O $1.30B, EPRT $262M, BNL $146M.
Expected to report Tue Feb 9, after the close (in 99 days). Expected.
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
A profit of $0.61 a share, from $0.64.
WPC gives its mix in its presentation's charts, not in a table we read.
| Measure | Figure |
|---|---|
| AFFO per diluted share | $5.23 to $5.29 |
Sales grew 7.3% a year over 5 years, fiscal 2020 to 2025.
Pays $3.80 a share a year.
| Reported | Gap | Reaction | 5 sessions |
|---|---|---|---|
| Oct 27, 2026 | -1.6% | -0.7% | open |
| Jul 28, 2026 | +2.0% | -1.2% | -4.3% |
| Apr 28, 2026 | +1.5% | -0.8% | +0.7% |
Sales grew in five of the last seven years, to $1.7B in 2025. It made a profit in each of the eight years.
One insider sold $32K across 1 filing in the last 6 months. No open-market buys on record. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: WPC is 0.8% of VNQ and under 0.1% of VTI, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jun 30 to Jul 31, 2026.
W.P. Carey Inc is a real estate investment trust principally involved in the ownership of properties located in the U.S., Western Europe, and Northern Europe. W.P. Carey organizes its operations into Real Estate and Investment Management segments. The vast majority of the company's income is derived from its Real Estate division in the form of lease revenue from long-term agreements with companies. W.P. Carey's real estate portfolio is comprised of single-tenant office, industrial, warehouse, and retail facilities located around the world. majority of the company's revenue comes from properties in the USA. Its Investment Management unit generates revenue from providing real estate advisory and portfolio management services to other REITs.
“Competition — We face active competition from many sources, both domestically and internationally, for net-lease investment opportunities in commercial properties.”
WPC scores 3 today, which Breakaway calls Below Average. It is #67 of 132 in Reit by Quality Score, with 2 of 14 chart checks firing. Up 9% over five years while the S&P 500 rose 76%. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
WPC scores 3 today, which Breakaway calls Below Average (0 to 5). That is #67 of 132 in Reit by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind WPC's 3.
One insider sold $32K across 1 filing in the last 6 months. No open-market buys on record. The newest is Brian H. Zander, Chief Accounting Officer, who sold $32K on May 6.
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