Bayforest Capital Ltd Purchases New Shares in EPR Properties $EPR

Key Points

• Bayforest Capital Ltd has acquired a stake in EPR Properties, purchasing 9,087 shares valued at approximately $529,000 in the second quarter.
• Several institutional investors have significantly increased their positions in EPR Properties, with Deutsche Bank AG enhancing its stake by over 3,800%.
• EPR Properties is set to pay a monthly dividend of $0.295 on October 15th, with an annualized yield of 6.5%.

Bayforest Capital Ltd purchased a new stake in EPR Properties (NYSE:EPR - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 9,087 shares of the real estate investment trust's stock, valued at approximately $529,000.

Several other institutional investors have also added to or reduced their stakes in EPR. Deutsche Bank AG boosted its stake in EPR Properties by 3,816.2% in the 1st quarter. Deutsche Bank AG now owns 1,874,975 shares of the real estate investment trust's stock valued at $98,642,000 after purchasing an additional 1,827,098 shares during the period. Russell Investments Group Ltd. grew its holdings in shares of EPR Properties by 378.0% during the 1st quarter. Russell Investments Group Ltd. now owns 821,532 shares of the real estate investment trust's stock worth $43,221,000 after purchasing an additional 649,675 shares in the last quarter. Wellington Management Group LLP bought a new position in shares of EPR Properties in the first quarter worth $21,166,000. Aberdeen Group plc raised its stake in EPR Properties by 1,361.4% in the first quarter. Aberdeen Group plc now owns 366,765 shares of the real estate investment trust's stock valued at $19,136,000 after purchasing an additional 341,668 shares in the last quarter. Finally, AQR Capital Management LLC raised its stake in EPR Properties by 38.3% in the first quarter. AQR Capital Management LLC now owns 1,195,997 shares of the real estate investment trust's stock valued at $61,887,000 after purchasing an additional 331,513 shares in the last quarter. 74.66% of the stock is currently owned by institutional investors.

EPR Properties Price Performance

Shares of EPR stock opened at $54.81 on Wednesday. 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 twelve month low of $41.75 and a twelve month high of $61.24. The company has a market cap of $4.17 billion, a P/E ratio of 27.00, a P/E/G ratio of 3.84 and a beta of 1.28. The business has a fifty day simple moving average of $55.08 and a 200 day simple moving average of $54.41.

EPR Properties (NYSE:EPR - Get Free Report) last announced its quarterly earnings data on Wednesday, July 30th. The real estate investment trust reported $1.24 earnings per share 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 the consensus estimate of $176.50 million. During the same quarter in the prior year, the company 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. On average, sell-side analysts forecast that EPR Properties will post 4.65 EPS for the current fiscal year.

EPR Properties Announces Dividend

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

Analysts Set New Price Targets

Several equities research analysts recently weighed in on EPR shares. UBS Group cut their price objective 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. Royal Bank Of Canada cut shares of EPR Properties from an "outperform" rating to a "sector perform" rating and set a $58.00 price objective for the company. in a research report on Monday, August 4th. KeyCorp cut shares of EPR Properties from an "overweight" rating to a "sector weight" rating in a research report on Tuesday, August 19th. Wells Fargo & Company raised shares of EPR Properties from an "underweight" rating to an "equal weight" rating and upped their price objective for the stock from $54.00 to $56.00 in a research report on Thursday, September 11th. Finally, Stifel Nicolaus upped their price objective on shares of EPR Properties from $65.00 to $65.50 and gave the stock a "buy" rating in a research report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $59.36.

Insider Buying and Selling

In other EPR Properties news, EVP Gregory E. Zimmerman sold 7,500 shares of the stock in a transaction dated Wednesday, October 1st. The stock was sold at an average price of $58.12, for a total value of $435,900.00. Following the completion of the transaction, the executive vice president directly owned 81,377 shares in the company, 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 document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders sold 22,500 shares of company stock valued at $1,248,075 in the last ninety days. 2.31% of the stock is currently owned by company insiders.

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.

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