AlphaQuest LLC Decreases Stock Position in EPR Properties $EPR

Key Points

• AlphaQuest LLC significantly reduced its holdings in EPR Properties by 85.9% during the first quarter, ending with 4,950 shares valued at approximately $260,000.
• Several institutional investors increased their positions in EPR Properties, with Deutsche Bank AG boosting its holdings by 3,816.2%, acquiring over 1.8 million additional shares during the same period.
• EPR Properties reported a quarterly earnings miss with EPS of $1.24, falling short of analysts' expectations, and a revenue of $150.35 million, compared to a forecast of $176.50 million.

AlphaQuest LLC decreased its position in shares of EPR Properties (NYSE:EPR - Free Report) by 85.9% during the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 4,950 shares of the real estate investment trust's stock after selling 30,255 shares during the period. AlphaQuest LLC's holdings in EPR Properties were worth $260,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the company. Kestra Advisory Services LLC lifted its stake in shares of EPR Properties by 32.3% during the first quarter. Kestra Advisory Services LLC now owns 15,454 shares of the real estate investment trust's stock valued at $813,000 after buying an additional 3,772 shares during the period. Quantbot Technologies LP acquired a new position in EPR Properties during the first quarter worth approximately $1,383,000. Wellington Management Group LLP acquired a new position in EPR Properties during the first quarter worth approximately $21,166,000. Elequin Capital LP acquired a new position in EPR Properties during the first quarter worth approximately $61,000. Finally, Versor Investments LP increased its position in EPR Properties by 58.4% during the first quarter. Versor Investments LP now owns 18,984 shares of the real estate investment trust's stock worth $999,000 after purchasing an additional 7,000 shares during the last quarter. Hedge funds and other institutional investors own 74.66% of the company's stock.

Wall Street Analyst Weigh In

Several equities analysts recently commented on the stock. UBS Group dropped their price target on shares of EPR Properties from $62.00 to $54.00 and set a "neutral" rating for the company in a research report on Friday, August 15th. Wall Street Zen lowered shares of EPR Properties from a "buy" rating to a "hold" rating in a research report on Friday, August 22nd. Wells Fargo & Company upped their price target on shares of EPR Properties from $53.00 to $54.00 and gave the stock an "underweight" rating in a research report on Wednesday, August 27th. Raymond James Financial upped their price target 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. Finally, 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 report on Monday, August 4th. One investment analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, EPR Properties currently has a consensus rating of "Hold" and a consensus target price of $57.07.

EPR Properties Trading Up 0.6%

EPR traded up $0.30 during trading on Wednesday, hitting $53.47. 388,185 shares of the company's stock were exchanged, compared to its average volume of 775,359. The company has a current ratio of 7.77, a quick 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 stock has a 50 day moving average price of $56.35 and a 200 day moving average price of $53.46. The firm has a market cap of $4.07 billion, a P/E ratio of 26.34, a price-to-earnings-growth ratio of 3.84 and a beta of 1.32.

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 earnings per share (EPS) for the quarter, missing the consensus estimate 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 for the quarter, compared to analysts' expectations of $176.50 million. During the same quarter in the prior year, the firm earned $1.22 earnings per share. EPR Properties'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, analysts expect that EPR Properties will post 4.65 EPS for the current fiscal year.

EPR Properties Announces Dividend

The firm also recently disclosed a aug 25 dividend, which will be paid on Monday, September 15th. Shareholders of record on Friday, August 29th will be paid a dividend of $0.295 per share. This represents a yield of 652.0%. The ex-dividend date is Friday, August 29th. EPR Properties's payout ratio is currently 174.38%.

Insider Transactions at EPR Properties

In other news, EVP Gregory E. Zimmerman sold 7,500 shares of the company's stock in a transaction on Tuesday, September 2nd. The shares were sold at an average price of $53.35, for a total value of $400,125.00. Following the completion of the transaction, the executive vice president directly owned 88,877 shares in the company, valued at approximately $4,741,587.95. This represents a 7.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders have sold 22,500 shares of company stock worth $1,249,950 in the last ninety days. 2.31% of the stock is owned by insiders.

About EPR Properties

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.