Chicago Partners Investment Group LLC Makes New $254,000 Investment in EPR Properties (NYSE:EPR)

Key Points

• Chicago Partners Investment Group LLC has acquired 5,043 shares of EPR Properties, valued at approximately $254,000.
• Many hedge funds have increased their stakes in EPR Properties, with notable increases from firms like Atlantic Edge Private Wealth Management and Allworth Financial LP.
• The stock has received mixed ratings from analysts, with a consensus rating of "Hold" and a price target of around $57.36.

Chicago Partners Investment Group LLC bought a new position in shares of EPR Properties (NYSE:EPR - Free Report) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 5,043 shares of the real estate investment trust's stock, valued at approximately $254,000.

A number of other large investors have also bought and sold shares of the business. OVERSEA CHINESE BANKING Corp Ltd bought a new stake in EPR Properties during the 1st quarter worth approximately $4,825,000. LSV Asset Management boosted its position in EPR Properties by 11.4% during the 1st quarter. LSV Asset Management now owns 1,257,666 shares of the real estate investment trust's stock worth $66,166,000 after acquiring an additional 128,568 shares during the last quarter. Baker Avenue Asset Management LP acquired a new position in EPR Properties during the 1st quarter worth approximately $209,000. Alberta Investment Management Corp boosted its position in EPR Properties by 110.2% during the 1st quarter. Alberta Investment Management Corp now owns 26,700 shares of the real estate investment trust's stock worth $1,405,000 after acquiring an additional 14,000 shares during the last quarter. Finally, SSA Swiss Advisors AG acquired a new position in EPR Properties during the 1st quarter worth approximately $87,000. 74.66% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, EVP Gregory E. Zimmerman sold 7,500 shares of the stock in a transaction on Friday, August 1st. The stock was sold at an average price of $54.94, for a total value of $412,050.00. Following the sale, the executive vice president owned 96,377 shares in the company, valued at approximately $5,294,952.38. This represents a 7.22% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 2.31% of the company's stock.

EPR Properties Stock Down 0.8%

Shares of NYSE EPR traded down $0.41 during trading hours on Friday, hitting $52.64. The company had a trading volume of 1,021,786 shares, compared to its average volume of 926,129. The stock has a market capitalization of $4.01 billion, a P/E ratio of 25.93, a price-to-earnings-growth ratio of 3.76 and a beta of 1.33. 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 has a 1-year low of $41.75 and a 1-year high of $61.24. The firm's 50 day moving average is $57.17 and its 200-day moving average is $52.87.

EPR Properties (NYSE:EPR - Get Free Report) last released its quarterly earnings data on Wednesday, July 30th. The real estate investment trust reported $1.24 EPS for the quarter, missing the consensus estimate of $1.25 by ($0.01). EPR Properties had a net margin of 25.28% and a return on equity of 7.66%. The company had revenue of $150.35 million during the quarter, compared to analyst estimates of $176.50 million. During the same period in the previous year, the company posted $1.22 EPS. The company's quarterly revenue was up 3.7% compared to the same quarter last year. On average, analysts expect that EPR Properties will post 4.65 earnings per share for the current fiscal year.

EPR Properties Announces Dividend

The firm also recently declared a aug 25 dividend, which will be paid on Monday, September 15th. Investors of record on Friday, August 29th will be paid a $0.295 dividend. This represents a yield of 670.0%. The ex-dividend date is Friday, August 29th. EPR Properties's dividend payout ratio is 174.38%.

Analyst Upgrades and Downgrades

EPR has been the subject of a number of recent research reports. Raymond James Financial upped their price target on EPR Properties from $57.00 to $62.00 and gave the stock a "strong-buy" rating in a research report on Tuesday. Royal Bank Of Canada downgraded EPR Properties from an "outperform" rating to a "sector perform" rating and set a $58.00 price target for the company. in a research report on Monday, August 4th. Truist Financial upped their price target on EPR Properties from $53.00 to $55.00 and gave the stock a "hold" rating in a research report on Monday, May 19th. Stifel Nicolaus upped their price target on EPR Properties from $65.00 to $65.50 and gave the stock a "buy" rating in a research report on Thursday, July 31st. Finally, Wells Fargo & Company upped their price target on EPR Properties from $52.00 to $53.00 and gave the stock an "underweight" rating in a research report on Monday, June 2nd. One equities research analyst has rated the stock with a sell rating, four have issued a hold rating, three have assigned a buy rating and one has given a strong buy rating to the company. Based on data from MarketBeat, EPR Properties currently has a consensus rating of "Hold" and a consensus target price of $56.93.

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.