Cyndeo Wealth Partners LLC Buys 6,520 Shares of EPR Properties $EPR

Key Points

• Cyndeo Wealth Partners LLC increased its stake in EPR Properties by 4.2%, acquiring an additional 6,520 shares during the second quarter, totaling 161,474 shares valued at approximately $9.4 million.
• Analysts have mixed views on EPR Properties, with price targets ranging from $54.00 to $65.50, and the stock receiving an average rating of "Moderate Buy."
• EPR Properties recently declared a monthly dividend of $0.295, yielding 6.5%, while the company's dividend payout ratio stands at 174.38%.

Cyndeo Wealth Partners LLC lifted its position in shares of EPR Properties (NYSE:EPR - Free Report) by 4.2% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 161,474 shares of the real estate investment trust's stock after purchasing an additional 6,520 shares during the period. Cyndeo Wealth Partners LLC owned 0.21% of EPR Properties worth $9,407,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Caitong International Asset Management Co. Ltd grew its stake in EPR Properties by 235.6% in the 1st quarter. Caitong International Asset Management Co. Ltd now owns 537 shares of the real estate investment trust's stock valued at $28,000 after buying an additional 377 shares during the last quarter. UMB Bank n.a. grew its position in shares of 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 grew its position in shares of 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. Farther Finance Advisors LLC grew its position in shares of EPR Properties by 501.1% during the 2nd quarter. Farther Finance Advisors LLC now owns 1,052 shares of the real estate investment trust's stock worth $61,000 after purchasing an additional 877 shares in the last quarter. Finally, Allworth Financial LP grew its position in shares of 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. 74.66% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

EPR has been the topic of several analyst reports. 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 on the stock. in a research report on Monday, August 4th. JPMorgan Chase & Co. increased their price target 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. Stifel Nicolaus increased their price objective on shares of EPR Properties from $65.00 to $65.50 and gave the company a "buy" rating in a research note on Thursday, July 31st. UBS Group dropped 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 note on Friday, August 15th. Finally, Wells Fargo & Company raised shares of EPR Properties from an "underweight" rating to an "equal weight" rating and increased their price objective for the company from $54.00 to $56.00 in a research note on Thursday, September 11th. One equities research 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 company's stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $59.36.

Insider Buying and Selling

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 completion of the sale, 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 SEC, which can be accessed through this hyperlink. Insiders have sold 22,500 shares of company stock valued at $1,248,075 in the last ninety days. Company insiders own 2.31% of the company's stock.

EPR Properties Price Performance

Shares of NYSE EPR opened at $54.33 on Friday. EPR Properties has a twelve month low of $41.75 and a twelve month high of $61.24. The firm has a fifty day simple moving average of $55.10 and a 200 day simple moving average of $54.33. The company has a market capitalization of $4.14 billion, a PE ratio of 26.76, a P/E/G ratio of 3.83 and a beta of 1.28. 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 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). The firm 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%.EPR Properties's quarterly revenue was up 3.7% on a year-over-year basis. During the same period in the prior year, the business earned $1.22 EPS. 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 year.

EPR Properties Dividend Announcement

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

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.

Want to see what other hedge funds are holding EPR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for EPR Properties (NYSE:EPR - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.