Sivia Capital Partners LLC Makes New $268,000 Investment in EPR Properties $EPR

Key Points

• Sivia Capital Partners LLC acquired 4,593 shares of EPR Properties, valued at approximately $268,000, indicating growing institutional interest in the REIT.
• EPR Properties missed analysts' earnings expectations with $1.24 EPS reported for the last quarter, slightly below the consensus of $1.25, amidst a revenue of $150.35 million compared to a forecast of $176.50 million.
• The company recently announced a quarterly dividend of $0.295 per share, set to be paid on October 15th, resulting in an annualized yield of 2.1%.

Sivia Capital Partners LLC acquired a new stake in EPR Properties (NYSE:EPR - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 4,593 shares of the real estate investment trust's stock, valued at approximately $268,000.

A number of other institutional investors have also made changes to their positions in EPR. BNP Paribas Financial Markets grew its holdings in EPR Properties by 14.1% during the 4th quarter. BNP Paribas Financial Markets now owns 8,431 shares of the real estate investment trust's stock valued at $373,000 after purchasing an additional 1,044 shares in the last quarter. Focus Partners Wealth boosted its position in EPR Properties by 26.7% in the 4th quarter. Focus Partners Wealth now owns 7,799 shares of the real estate investment trust's stock valued at $345,000 after buying an additional 1,642 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in shares of EPR Properties by 1.2% during the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 463,039 shares of the real estate investment trust's stock valued at $20,503,000 after acquiring an additional 5,418 shares in the last quarter. Sunbelt Securities Inc. grew its stake in shares of EPR Properties by 100.0% during the fourth quarter. Sunbelt Securities Inc. now owns 8,000 shares of the real estate investment trust's stock valued at $354,000 after acquiring an additional 4,000 shares in the last quarter. Finally, GF Fund Management CO. LTD. purchased a new stake in shares of EPR Properties during the fourth quarter worth about $61,000. 74.66% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at EPR Properties

In related news, EVP Gregory E. Zimmerman sold 7,500 shares of the firm's stock in a transaction that occurred on Tuesday, September 2nd. The stock was sold at an average price of $53.35, for a total value of $400,125.00. Following the sale, the executive vice president owned 88,877 shares of the company's stock, valued at approximately $4,741,587.95. This trade represents a 7.78% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. In the last 90 days, insiders sold 22,500 shares of company stock worth $1,249,950. 2.31% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on EPR shares. Wall Street Zen raised EPR Properties from a "hold" rating to a "buy" rating in a report on Saturday, September 13th. Wells Fargo & Company upgraded EPR Properties from an "underweight" rating to an "equal weight" rating and increased their target price for the company from $54.00 to $56.00 in a research note on Thursday, September 11th. Royal Bank Of Canada lowered shares of EPR Properties from an "outperform" rating to a "sector perform" rating and set a $58.00 price target for the company. in a research note on Monday, August 4th. Raymond James Financial upped their price target on shares of EPR Properties from $57.00 to $62.00 and gave the company a "strong-buy" rating in a report on Tuesday, August 12th. Finally, KeyCorp downgraded shares of EPR Properties from an "overweight" rating to a "sector weight" rating in a research report on Tuesday, August 19th. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Hold" and an average target price of $59.36.

EPR Properties Stock Performance

EPR stock traded down $0.23 during trading on Monday, hitting $56.48. 801,338 shares of the company's stock traded hands, compared to its average volume of 1,103,888. The stock has a market capitalization of $4.30 billion, a price-to-earnings ratio of 27.82, a price-to-earnings-growth ratio of 3.99 and a beta of 1.32. EPR Properties has a 52 week low of $41.75 and a 52 week high of $61.24. The stock has a fifty day moving average price of $55.47 and a two-hundred day moving average price of $53.92. The company has a quick ratio of 7.77, a current ratio of 7.77 and a debt-to-equity ratio of 1.20.

EPR Properties (NYSE:EPR - Get Free Report) last posted its quarterly earnings results on Wednesday, July 30th. The real estate investment trust reported $1.24 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $1.25 by ($0.01). EPR Properties had a return on equity of 7.66% and a net margin of 25.28%.The business had revenue of $150.35 million during the quarter, compared to the consensus estimate of $176.50 million. During the same quarter in the previous year, the business posted $1.22 earnings per share. The company's quarterly revenue was up 3.7% compared to the same quarter last year. EPR Properties has set its FY 2025 guidance at 5.000-5.160 EPS. As a group, equities analysts anticipate that EPR Properties will post 4.65 EPS for the current fiscal year.

EPR Properties Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, October 15th. Stockholders of record on Tuesday, September 30th will be issued a dividend of $0.295 per share. The ex-dividend date of this dividend is Tuesday, September 30th. This represents a $1.18 annualized dividend and a dividend yield of 2.1%. EPR Properties's dividend payout ratio is 174.38%.

EPR Properties Profile

EPR Properties NYSE: EPR is the leading diversified experiential net lease real estate investment trust (REIT), specializing in select enduring experiential properties in the real estate industry. We focus on real estate venues that create value by facilitating out of home leisure and recreation experiences where consumers choose to spend their discretionary time and money.