Caxton Associates LLP Purchases New Stake in EPR Properties $EPR

Key Points

• Caxton Associates LLP has acquired a new position in EPR Properties, purchasing 54,817 shares valued at approximately $2.88 million, representing about 0.07% of the company as of its latest SEC filing.
• Several large investors, including Caitong International Asset Management and Atlantic Edge Private Wealth Management, significantly increased their stakes in EPR Properties during the first quarter, indicating a growing interest in the REIT.
• A number of analysts have downgraded their ratings for EPR Properties, with UBS Group lowering its price target from $62.00 to $54.00, and the consensus rating for the stock is currently at "Hold" with a target price of $57.07.

Caxton Associates LLP bought a new position in EPR Properties (NYSE:EPR - Free Report) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 54,817 shares of the real estate investment trust's stock, valued at approximately $2,884,000. Caxton Associates LLP owned about 0.07% of EPR Properties as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in EPR. BNP Paribas Financial Markets lifted its holdings in EPR Properties by 14.1% in the 4th quarter. BNP Paribas Financial Markets now owns 8,431 shares of the real estate investment trust's stock worth $373,000 after purchasing an additional 1,044 shares during the last quarter. EP Wealth Advisors LLC acquired a new stake in EPR Properties in the 4th quarter worth approximately $201,000. Focus Partners Wealth lifted its holdings 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 worth $345,000 after purchasing an additional 1,642 shares during the last quarter. Lighthouse Investment Partners LLC acquired a new position in shares of EPR Properties during the fourth quarter worth approximately $4,827,000. Finally, Nissay Asset Management Corp Japan ADV lifted its holdings in shares of EPR Properties by 4.1% during the fourth quarter. Nissay Asset Management Corp Japan ADV now owns 10,447 shares of the real estate investment trust's stock worth $459,000 after buying an additional 409 shares during the last quarter. 74.66% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the company. Royal Bank Of Canada lowered EPR Properties from an "outperform" rating to a "sector perform" rating and set a $58.00 price target for the company. in a report on Monday, August 4th. KeyCorp lowered EPR Properties from an "overweight" rating to a "sector weight" rating in a report on Tuesday, August 19th. 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 report on Tuesday, August 12th. Wells Fargo & Company upgraded EPR Properties from an "underweight" rating to an "equal weight" rating and upped their target price for the company from $54.00 to $56.00 in a research note on Thursday. Finally, Truist Financial upped their target price on EPR Properties from $53.00 to $55.00 and gave the company a "hold" rating in a research note on Monday, May 19th. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, EPR Properties currently has an average rating of "Hold" and an average price target of $59.36.

Insider Activity at EPR Properties

In other news, EVP Gregory E. Zimmerman sold 7,500 shares of the stock in a transaction on Tuesday, September 2nd. The stock was sold at an average price of $53.35, for a total transaction of $400,125.00. Following the sale, the executive vice president 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 is accessible through this link. Insiders sold a total of 22,500 shares of company stock worth $1,249,950 in the last quarter. 2.31% of the stock is currently owned by corporate insiders.

EPR Properties Price Performance

NYSE:EPR traded up $1.93 during trading hours on Friday, reaching $58.53. The company had a trading volume of 1,408,929 shares, compared to its average volume of 1,032,439. The stock has a 50-day moving average of $55.78 and a two-hundred day moving average of $53.73. EPR Properties has a one year low of $41.75 and a one year high of $61.24. The firm has a market capitalization of $4.46 billion, a PE ratio of 28.83, a PEG ratio of 4.03 and a beta of 1.32. 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 announced its quarterly earnings results on Wednesday, July 30th. The real estate investment trust reported $1.24 earnings per share for the quarter, missing analysts' consensus estimates 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 the consensus estimate of $176.50 million. During the same quarter last year, the company earned $1.22 earnings per share. The business's revenue was up 3.7% on a year-over-year basis. EPR Properties has set its FY 2025 guidance at 5.000-5.160 EPS. Analysts forecast that EPR Properties will post 4.65 earnings per share for the current year.

EPR Properties Announces Dividend

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

EPR Properties Company 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.