EPR Properties $EPR Stake Lifted by Ieq Capital LLC

Key Points

• Ieq Capital LLC increased its stake in EPR Properties by 242.6%, acquiring an additional 19,032 shares during the first quarter, bringing its total ownership to 26,876 shares valued at approximately $1.4 million.
• Multiple hedge funds, including Deutsche Bank AG and Aberdeen Group plc, have significantly raised their stakes in EPR Properties, showcasing strong institutional interest in the company.
• EPR Properties recently announced a dividend of $0.295 per share, with a notable dividend yield of 652.0%, reflecting a high payout ratio of 174.38%.

Ieq Capital LLC grew its stake in EPR Properties (NYSE:EPR - Free Report) by 242.6% during the first quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 26,876 shares of the real estate investment trust's stock after purchasing an additional 19,032 shares during the quarter. Ieq Capital LLC's holdings in EPR Properties were worth $1,414,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of EPR. Caitong International Asset Management Co. Ltd raised its stake in shares of 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 purchasing an additional 377 shares in the last quarter. Atlantic Edge Private Wealth Management LLC raised its stake in shares of EPR Properties by 88.9% in the 1st quarter. Atlantic Edge Private Wealth Management LLC now owns 850 shares of the real estate investment trust's stock valued at $45,000 after purchasing an additional 400 shares in the last quarter. Allworth Financial LP raised its stake in shares of EPR Properties by 53.0% in the 1st quarter. Allworth Financial LP now owns 1,135 shares of the real estate investment trust's stock valued at $55,000 after purchasing an additional 393 shares in the last quarter. GF Fund Management CO. LTD. acquired a new stake in shares of EPR Properties in the 4th quarter valued at about $61,000. Finally, Elequin Capital LP acquired a new stake in shares of EPR Properties in the 1st quarter valued at about $61,000. Institutional investors and hedge funds own 74.66% of the company's stock.

EPR Properties Stock Performance

Shares of NYSE:EPR traded down $0.06 during trading hours on Friday, hitting $53.20. The stock had a trading volume of 941,483 shares, compared to its average volume of 870,820. The stock's fifty day simple moving average is $56.10 and its 200 day simple moving average is $53.56. EPR Properties has a 1-year low of $41.75 and a 1-year high of $61.24. The firm has a market capitalization of $4.05 billion, a price-to-earnings ratio of 26.21, a PEG ratio of 3.77 and a beta of 1.32. The company has a debt-to-equity ratio of 1.20, a quick ratio of 7.77 and a current ratio of 7.77.

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 EPS for the quarter, missing the consensus estimate of $1.25 by ($0.01). EPR Properties had a net margin of 25.28% and a return on equity of 7.66%. The firm had revenue of $150.35 million during the quarter, compared to analyst estimates of $176.50 million. During the same quarter in the previous year, the business posted $1.22 EPS. EPR Properties's revenue for the quarter 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. Sell-side analysts anticipate that EPR Properties will post 4.65 earnings per share for the current fiscal year.

EPR Properties Dividend Announcement

The firm also recently declared a aug 25 dividend, which will be paid on Monday, September 15th. Shareholders of record on Friday, August 29th will be given 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 174.38%.

Insider Transactions at EPR Properties

In other EPR Properties news, EVP Gregory E. Zimmerman sold 7,500 shares of the business's 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 completion of the transaction, the executive vice president owned 88,877 shares in the company, valued at approximately $4,741,587.95. The trade was a 7.78% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. In the last ninety days, insiders sold 22,500 shares of company stock worth $1,249,950. Insiders own 2.31% of the company's stock.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on EPR. Wall Street Zen downgraded shares of EPR Properties from a "buy" rating to a "hold" rating in a research report on Friday, August 22nd. Truist Financial boosted their price objective on shares of EPR Properties from $53.00 to $55.00 and gave the company a "hold" rating in a research report on Monday, May 19th. Stifel Nicolaus boosted their price objective on shares of EPR Properties from $65.00 to $65.50 and gave the company a "buy" rating in a research report on Thursday, July 31st. UBS Group lowered 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. Finally, Raymond James Financial boosted their price objective on shares of EPR Properties from $57.00 to $62.00 and gave the company a "strong-buy" rating in a research report on Tuesday, August 12th. One equities research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of "Hold" and a consensus target price of $57.07.

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.