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Aberdeen Group plc Has $23.66 Million Position in EPR Properties $EPR

EPR Properties logo with Finance background

Key Points

  • Aberdeen Group plc increased its stake in EPR Properties by 12.9%, holding 414,121 shares valued at approximately $23.66 million as of the latest SEC filing.
  • Recent reports show various investment firms significantly boosted their positions in EPR Properties, with 74.66% of the stock now owned by institutional investors and hedge funds.
  • Shares of EPR Properties have demonstrated resilience, with a recent opening price of $54.53 and a reported monthly dividend of $0.295, yielding 6.5% annually.
  • Five stocks we like better than EPR Properties.

Aberdeen Group plc grew its position in EPR Properties (NYSE:EPR - Free Report) by 12.9% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 414,121 shares of the real estate investment trust's stock after buying an additional 47,356 shares during the quarter. Aberdeen Group plc owned 0.54% of EPR Properties worth $23,663,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Caitong International Asset Management Co. Ltd increased its position in EPR Properties by 235.6% during the 1st quarter. Caitong International Asset Management Co. Ltd now owns 537 shares of the real estate investment trust's stock worth $28,000 after purchasing an additional 377 shares in the last quarter. UMB Bank n.a. increased its position in EPR Properties by 231.7% during the 2nd quarter. UMB Bank n.a. now owns 743 shares of the real estate investment trust's stock worth $43,000 after purchasing an additional 519 shares in the last quarter. Atlantic Edge Private Wealth Management LLC increased its position in EPR Properties by 88.9% during the 1st quarter. Atlantic Edge Private Wealth Management LLC now owns 850 shares of the real estate investment trust's stock worth $45,000 after purchasing an additional 400 shares in the last quarter. Allworth Financial LP increased its position in EPR Properties by 53.0% during the 1st quarter. Allworth Financial LP now owns 1,135 shares of the real estate investment trust's stock worth $55,000 after purchasing an additional 393 shares in the last quarter. Finally, Elequin Capital LP acquired a new position in EPR Properties during the 1st quarter worth approximately $61,000. 74.66% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at EPR Properties

In other EPR Properties news, EVP Gregory E. Zimmerman sold 7,500 shares of the firm's stock in a transaction on Wednesday, October 1st. The shares were sold at an average price of $58.12, for a total value of $435,900.00. Following the transaction, the executive vice president directly owned 81,377 shares of the company's stock, valued at approximately $4,729,631.24. This trade represents a 8.44% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders have sold 22,500 shares of company stock valued at $1,248,075 over the last 90 days. 2.31% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

EPR has been the subject of a number of research analyst reports. Raymond James Financial upped their price objective on shares of EPR Properties from $57.00 to $62.00 and gave the stock a "strong-buy" rating in a research report on Tuesday, August 12th. JPMorgan Chase & Co. upped their price objective on shares of EPR Properties from $56.00 to $65.00 and gave the stock an "overweight" rating in a research report on Friday, September 12th. Wells Fargo & Company raised shares of EPR Properties from an "underweight" rating to an "equal weight" rating and boosted their target price for the stock from $54.00 to $56.00 in a report 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 target price on the stock. in a report on Monday, August 4th. Finally, Weiss Ratings reissued a "buy (b)" rating on shares of EPR Properties in a report on Wednesday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, EPR Properties currently has a consensus rating of "Moderate Buy" and a consensus target price of $59.36.

Get Our Latest Report on EPR Properties

EPR Properties Stock Up 1.2%

Shares of NYSE EPR opened at $54.53 on Tuesday. The firm has a market cap of $4.15 billion, a PE ratio of 26.86, a P/E/G ratio of 3.79 and a beta of 1.28. EPR Properties has a 12-month low of $41.75 and a 12-month high of $61.24. The company's fifty day simple moving average is $55.08 and its 200 day simple moving average is $54.41. 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 issued its earnings results on Wednesday, July 30th. The real estate investment trust reported $1.24 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.25 by ($0.01). The company had revenue of $150.35 million for the quarter, compared to the consensus estimate of $176.50 million. EPR Properties had a return on equity of 7.66% and a net margin of 25.28%.The firm's revenue was up 3.7% compared to the same quarter last year. During the same period in the prior year, the company earned $1.22 earnings per share. EPR Properties has set its FY 2025 guidance at 5.000-5.160 EPS. As a group, sell-side analysts forecast that EPR Properties will post 4.65 earnings per share for the current fiscal year.

EPR Properties Announces Dividend

The firm also recently disclosed a monthly dividend, which will be paid on Wednesday, October 15th. Shareholders of record on Tuesday, September 30th will be paid a $0.295 dividend. This represents a c) dividend on an annualized basis and a dividend yield of 6.5%. The ex-dividend date of this dividend is Tuesday, September 30th. EPR Properties's dividend payout ratio (DPR) is 174.38%.

EPR Properties Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for EPR Properties (NYSE:EPR)

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