EPR Properties (NYSE:EPR) Receives Consensus Recommendation of "Moderate Buy" from Brokerages

Key Points

• Analysts maintain a constructive view of EPR Properties: Nine of 13 brokerages rate the stock a buy, while four recommend holding it. The consensus 12-month price target is $65.45, versus a recent price near $60.43.
• Recent operating results exceeded expectations: EPR reported quarterly EPS of $0.79 versus the $0.74 consensus and revenue of $196.08 million, up 30.4% year over year. Management provided 2026 EPS guidance of $5.41–$5.57.
• The monthly dividend remains attractive but warrants scrutiny: EPR declared a $0.31 monthly dividend, implying an annualized yield of roughly 6.2%, although its 119.61% payout ratio raises questions about long-term coverage. Institutional ownership is substantial at 74.66%, while recent insider sales were conducted under pre-arranged Rule 10b5-1 plans.

Shares of EPR Properties (NYSE:EPR - Get Free Report) have been given a consensus recommendation of "Moderate Buy" by the thirteen research firms that are currently covering the firm, Marketbeat reports. Four research analysts have rated the stock with a hold recommendation and nine have given a buy recommendation to the company. The average 12-month price target among brokerages that have issued a report on the stock in the last year is $65.45.

Several analysts have commented on the stock. Truist Financial lowered their price objective on shares of EPR Properties from $62.00 to $61.00 and set a "hold" rating for the company in a report on Tuesday, June 9th. Royal Bank Of Canada upped their target price on EPR Properties from $61.00 to $64.00 and gave the stock a "sector perform" rating in a report on Friday, August 7th. Wells Fargo & Company upped their target price on EPR Properties from $60.00 to $61.00 and gave the stock an "equal weight" rating in a report on Wednesday, July 15th. Citizens Jmp reissued a "market outperform" rating and issued a $70.00 target price on shares of EPR Properties in a research report on Thursday, July 2nd. Finally, KeyCorp upgraded EPR Properties from a "sector weight" rating to an "overweight" rating and set a $70.00 target price for the company in a research note on Wednesday.

Insiders Place Their Bets

In other news, SVP Elizabeth Grace sold 4,200 shares of the business's stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $60.57, for a total transaction of $254,394.00. Following the sale, the senior vice president owned 22,427 shares in the company, valued at approximately $1,358,403.39. The trade was a 15.77% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Gwendolyn Mary Johnson sold 2,000 shares of the company's stock in a transaction dated Tuesday, June 23rd. The stock was sold at an average price of $58.11, for a total transaction of $116,220.00. Following the completion of the sale, the senior vice president directly owned 14,213 shares in the company, valued at $825,917.43. This represents a 12.34% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 13,892 shares of company stock worth $844,113. 0.03% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the business. Norges Bank bought a new position in shares of EPR Properties during the fourth quarter valued at approximately $82,823,000. Bank of New York Mellon Corp purchased a new position in shares of EPR Properties during the second quarter valued at approximately $63,487,000. Wasatch Advisors LP bought a new stake in shares of EPR Properties in the 1st quarter worth approximately $48,633,000. Northern Trust Corp boosted its position in shares of EPR Properties by 84.8% in the 3rd quarter. Northern Trust Corp now owns 1,564,309 shares of the real estate investment trust's stock worth $90,746,000 after purchasing an additional 717,734 shares in the last quarter. Finally, Freestone Grove Partners LP purchased a new stake in shares of EPR Properties in the 4th quarter worth approximately $30,055,000. 74.66% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about EPR Properties

Here are the key news stories impacting EPR Properties this week:

• Positive Sentiment: Zacks upgraded EPR Properties to a “Buy” rating, citing growing optimism about the REIT’s earnings prospects. The upgrade could attract additional interest from momentum- and fundamentals-focused investors. EPR Properties upgraded to Buy by Zacks
• Positive Sentiment: KeyBanc raised its conviction to an “Overweight” rating and maintained a $70 price target, implying potential upside from recent levels. Its 2027 EPS estimates range from $1.23 in the first quarter to $1.40 in the third quarter, signaling expectations for continued earnings generation. EPR Properties upgraded at KeyBanc
• Positive Sentiment: EPR declared its regular $0.31 monthly dividend, representing an annualized yield of approximately 6.1%. The high yield may appeal to income-focused investors, particularly after the company reported quarterly revenue growth of 30.4% and earnings above consensus estimates.
• Neutral Sentiment: The REIT’s current-year EPS consensus is $5.34, while management’s 2026 guidance is $5.41–$5.57. The stock’s consensus analyst rating is “Moderate Buy,” with an average price target of $65.45, indicating constructive but not uniformly bullish expectations.
• Negative Sentiment: Senior Vice President Elizabeth Grace sold 4,200 shares worth about $254,394. However, the transaction was executed under a pre-arranged Rule 10b5-1 plan, reducing its significance as a discretionary bearish signal. She continues to own 22,427 shares. Elizabeth Grace sells EPR shares
• Negative Sentiment: The dividend payout ratio is above 100%, which could raise concerns about long-term dividend coverage even though the yield remains attractive.

EPR Properties Stock Down 1.3%

Shares of NYSE EPR opened at $60.43 on Friday. The company has a current ratio of 9.51, a quick ratio of 9.51 and a debt-to-equity ratio of 1.43. EPR Properties has a 12 month low of $48.10 and a 12 month high of $64.97. The firm has a market capitalization of $4.63 billion, a PE ratio of 19.43, a price-to-earnings-growth ratio of 2.31 and a beta of 1.02. The firm has a fifty day simple moving average of $60.46 and a two-hundred day simple moving average of $57.70.

EPR Properties (NYSE:EPR - Get Free Report) last posted its earnings results on Wednesday, July 29th. The real estate investment trust reported $0.79 EPS for the quarter, topping the consensus estimate of $0.74 by $0.05. EPR Properties had a net margin of 35.45% and a return on equity of 11.34%. The firm had revenue of $196.08 million during the quarter, compared to analysts' expectations of $158.13 million. During the same period last year, the company posted $1.26 EPS. The company's quarterly revenue was up 30.4% compared to the same quarter last year. EPR Properties has set its FY 2026 guidance at 5.410-5.570 EPS. Equities analysts expect that EPR Properties will post 5.36 earnings per share for the current year.

EPR Properties Dividend Announcement

The company also recently disclosed a monthly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st will be issued a $0.31 dividend. The ex-dividend date is Monday, August 31st. This represents a c) dividend on an annualized basis and a yield of 6.2%. EPR Properties's dividend payout ratio is 119.61%.

About EPR Properties

EPR Properties is a real estate investment trust that specializes in experiential properties across the United States, Canada and select international markets. Established in 1997 and headquartered in Kansas City, Missouri, the company targets properties in the entertainment, recreation and education sectors. Its portfolio includes movie theaters, ski resorts, family entertainment centers, charter schools and other venues that benefit from consumer-driven experiences.

The trust employs long-term, triple-net lease agreements, where tenants are responsible for real estate taxes, insurance and maintenance.

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