W.P. Carey stock maintains Market Perform rating at Citizens JMP

Published 09/07/2025, 13:06
W.P. Carey stock maintains Market Perform rating at Citizens JMP

Investing.com - Citizens JMP reiterated its Market Perform rating on W.P. Carey & Co. (NYSE:WPC) following the company’s successful issuance of $400 million in unsecured notes.

The research firm highlighted W.P. Carey’s "adept balance sheet management," noting that the $400 million tranche was upsized from original expectations while securing a rate below recent issuances. The company’s solid financial position is reflected in its healthy current ratio of 1.16 and impressive 92.56% gross profit margin.

Citizens JMP pointed to several positive aspects of the new issuance, including signals of "continued healthy momentum within the investment markets," comfort from the investment community regarding cash flow durability despite some tenant credit issues, and the company’s flexible capital markets strategy.

The firm described W.P. Carey as a "favored net-lease REIT" with above-average organic growth prospects due to CPI-linked lease escalators, portfolio diversification, flexible capital raise options, and a transparent management team.

W.P. Carey shares currently trade at just under 13 times earnings, representing a slight discount to the net-lease REIT sector, which Citizens JMP considers a fair valuation given the company’s "recent tenant credit issues" and "low levels of investment grade tenant exposure."

In other recent news, W.P. Carey Inc. reported its first-quarter 2025 earnings, revealing a mixed performance. The company posted revenue of $409.9 million, surpassing analyst expectations of $388.95 million, while earnings per share (EPS) fell short at $0.57 compared to the forecasted $0.61. Additionally, W.P. Carey announced a significant financial move by pricing a $400 million public offering of 4.650% Senior Notes due 2030. The proceeds from this offering are intended to repay existing debt and support general corporate purposes. In a separate development, the company increased its quarterly cash dividend to $0.900 per share, marking an annualized rate of $3.60 per share. Wells Fargo (NYSE:WFC) Securities and other firms managed the senior notes offering, indicating strong financial backing. These developments reflect W.P. Carey’s ongoing efforts to manage its financial strategy and investor relations effectively.

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