Dimensional Fund Advisors LP Boosts Stock Holdings in EPR Properties $EPR

Key Points

• Dimensional Fund Advisors increased its EPR Properties stake by 2.4% in the first quarter, bringing its holdings to 1.13 million shares valued at approximately $56.5 million. Institutional investors collectively own 74.66% of the REIT.
• EPR Properties reported quarterly earnings of $0.79 per share, beating estimates of $0.74, while revenue rose 30.4% year over year to $196.08 million. The company issued FY 2026 EPS guidance of $5.41–$5.57.
• The REIT announced a monthly dividend of $0.31 per share, representing an approximately 6.0% annualized yield. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $64.06.

Dimensional Fund Advisors LP grew its holdings in EPR Properties (NYSE:EPR - Free Report) by 2.4% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,131,680 shares of the real estate investment trust's stock after purchasing an additional 26,506 shares during the quarter. Dimensional Fund Advisors LP owned approximately 1.48% of EPR Properties worth $56,537,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Fourth Dimension Wealth LLC increased its holdings in EPR Properties by 66.7% during the fourth quarter. Fourth Dimension Wealth LLC now owns 500 shares of the real estate investment trust's stock valued at $25,000 after buying an additional 200 shares during the period. Caitong International Asset Management Co. Ltd bought a new stake in EPR Properties during the 3rd quarter valued at $26,000. Transamerica Financial Advisors LLC boosted its position in EPR Properties by 356.7% during the 4th quarter. Transamerica Financial Advisors LLC now owns 580 shares of the real estate investment trust's stock valued at $29,000 after acquiring an additional 453 shares in the last quarter. Larson Financial Group LLC increased its holdings in shares of EPR Properties by 134.1% in the 4th quarter. Larson Financial Group LLC now owns 653 shares of the real estate investment trust's stock valued at $33,000 after acquiring an additional 374 shares during the period. Finally, Colonial Trust Co SC raised its position in shares of EPR Properties by 1,250.0% in the 4th quarter. Colonial Trust Co SC now owns 756 shares of the real estate investment trust's stock worth $38,000 after acquiring an additional 700 shares in the last quarter. 74.66% of the stock is currently owned by institutional investors.

EPR Properties Trading Down 3.1%

Shares of EPR Properties stock opened at $62.02 on Friday. The firm's 50 day simple moving average is $59.54 and its two-hundred day simple moving average is $56.98. The firm has a market capitalization of $4.75 billion, a price-to-earnings ratio of 19.94, a PEG ratio of 2.51 and a beta of 1.02. EPR Properties has a 12-month low of $48.10 and a 12-month high of $64.97. The company has a current ratio of 9.51, a quick ratio of 7.85 and a debt-to-equity ratio of 1.43.

EPR Properties (NYSE:EPR - Get Free Report) last announced its quarterly earnings data on Wednesday, July 29th. The real estate investment trust reported $0.79 earnings per share for the quarter, beating analysts' consensus estimates of $0.74 by $0.05. The firm had revenue of $196.08 million for the quarter, compared to analyst estimates of $158.13 million. EPR Properties had a net margin of 35.45% and a return on equity of 11.34%. The business's quarterly revenue was up 30.4% compared to the same quarter last year. During the same period in the previous year, the company earned $1.26 earnings per share. EPR Properties has set its FY 2026 guidance at 5.410-5.570 EPS. Analysts predict that EPR Properties will post 5.31 EPS for the current year.

EPR Properties Announces Dividend

The firm also recently announced a monthly dividend, which will be paid on Monday, August 17th. Investors of record on Friday, July 31st will be issued a dividend of $0.31 per share. This represents a c) annualized dividend and a dividend yield of 6.0%. The ex-dividend date of this dividend is Friday, July 31st. EPR Properties's dividend payout ratio (DPR) is 119.61%.

Insider Buying and Selling at EPR Properties

In other news, SVP Gwendolyn Mary Johnson sold 2,000 shares of the firm's stock in a transaction that occurred on Tuesday, June 23rd. The shares were sold at an average price of $58.11, for a total transaction of $116,220.00. Following the sale, the senior vice president owned 14,213 shares of the company's stock, valued at $825,917.43. This trade represents a 12.34% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.03% of the company's stock.

Analysts Set New Price Targets

A number of brokerages recently weighed in on EPR. Morgan Stanley raised EPR Properties from an "equal weight" rating to an "overweight" rating in a research report on Friday, June 12th. UBS Group set a $70.00 price target on shares of EPR Properties in a research report on Thursday, July 2nd. Weiss Ratings reaffirmed a "buy (b)" rating on shares of EPR Properties in a research report on Friday, May 22nd. Wells Fargo & Company boosted their price objective on shares of EPR Properties from $60.00 to $61.00 and gave the stock an "equal weight" rating in a research note on Wednesday, July 15th. Finally, Stifel Nicolaus lifted their price target on shares of EPR Properties from $66.00 to $70.50 and gave the stock a "buy" rating in a report on Thursday. Eight equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $64.06.

EPR Properties Company Profile

EPR Properties is a real estate investment trust that specializes in experiential properties across the United States, Canada and select international markets. Established in 1997 and headquartered in Kansas City, Missouri, the company targets properties in the entertainment, recreation and education sectors. Its portfolio includes movie theaters, ski resorts, family entertainment centers, charter schools and other venues that benefit from consumer-driven experiences.

The trust employs long-term, triple-net lease agreements, where tenants are responsible for real estate taxes, insurance and maintenance.

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