EPR Properties $EPR Shares Purchased by Corient Private Wealth LP

Key Points

• Corient Private Wealth LP increased its EPR Properties stake by 158.7% in the second quarter, bringing its holdings to 160,736 shares valued at approximately $9.3 million. Institutional investors and hedge funds collectively own 74.66% of EPR’s stock.
• EPR reported quarterly EPS of $0.79, exceeding the $0.74 analyst consensus, while revenue rose 30.4% year over year to $196.08 million. The company also declared a monthly dividend of $0.31 per share, representing an annualized yield of about 6.5%.
• Analyst sentiment remains favorable, with nine Buy ratings and four Hold ratings; the consensus rating is Moderate Buy with a $66.15 price target, above the reported share price of $57.05.

Corient Private Wealth LP increased its holdings in shares of EPR Properties (NYSE:EPR - Free Report) by 158.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 160,736 shares of the real estate investment trust's stock after buying an additional 98,602 shares during the quarter. Corient Private Wealth LP owned about 0.21% of EPR Properties worth $9,325,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently added to or reduced their stakes in EPR. Norges Bank acquired a new stake in EPR Properties in the 4th quarter valued at $82,823,000. Bank of New York Mellon Corp acquired a new stake in shares of EPR Properties in the second quarter valued at about $63,487,000. Wasatch Advisors LP purchased a new stake in shares of EPR Properties during the 1st quarter valued at about $48,633,000. Quantinno Capital Management LP raised its holdings in shares of EPR Properties by 20.9% during the 1st quarter. Quantinno Capital Management LP now owns 1,572,738 shares of the real estate investment trust's stock valued at $78,574,000 after buying an additional 272,335 shares during the period. Finally, Y Intercept Hong Kong Ltd acquired a new position in EPR Properties during the 1st quarter worth approximately $8,303,000. 74.66% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, SVP Elizabeth Grace sold 4,200 shares of EPR Properties stock in a transaction dated Wednesday, August 19th. The stock was sold at an average price of $60.57, for a total value of $254,394.00. Following the transaction, the senior vice president owned 22,427 shares of the company's stock, valued at approximately $1,358,403.39. This trade represents a 15.77% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Gwendolyn Johnson sold 2,000 shares of EPR Properties stock in a transaction that occurred on Tuesday, June 23rd. The stock was sold at an average price of $58.11, for a total transaction of $116,220.00. Following the transaction, the senior vice president owned 14,213 shares in the company, valued at approximately $825,917.43. The trade was a 12.34% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 13,892 shares of company stock worth $844,113 over the last three months. Corporate insiders own 0.03% of the company's stock.

EPR Properties Stock Performance

Shares of EPR Properties stock opened at $57.05 on Thursday. The company has a debt-to-equity ratio of 1.43, a quick ratio of 9.51 and a current ratio of 9.51. EPR Properties has a 1 year low of $48.10 and a 1 year high of $64.97. The firm's 50-day simple moving average is $60.76 and its 200-day simple moving average is $57.96. The firm has a market cap of $4.37 billion, a PE ratio of 18.35, a price-to-earnings-growth ratio of 2.24 and a beta of 1.01.

EPR Properties (NYSE:EPR - Get Free Report) last released its earnings results on Wednesday, July 29th. The real estate investment trust reported $0.79 EPS for the quarter, topping analysts' consensus estimates of $0.74 by $0.05. The company had revenue of $196.08 million for the quarter, compared to the consensus estimate of $158.13 million. EPR Properties had a return on equity of 11.34% and a net margin of 35.45%.EPR Properties's quarterly revenue was up 30.4% compared to the same quarter last year. During the same quarter last year, the business posted $1.26 EPS. EPR Properties has set its FY 2026 guidance at 5.410-5.570 EPS. Equities analysts forecast that EPR Properties will post 5.37 earnings per share for the current fiscal year.

EPR Properties Announces Dividend

The business also recently declared a monthly dividend, which will be paid on Thursday, October 15th. Stockholders of record on Wednesday, September 30th will be paid a $0.31 dividend. This represents a c) dividend on an annualized basis and a dividend yield of 6.5%. The ex-dividend date of this dividend is Wednesday, September 30th. EPR Properties's dividend payout ratio is currently 119.61%.

Analysts Set New Price Targets

EPR has been the topic of a number of analyst reports. JPMorgan Chase & Co. lifted their price objective on shares of EPR Properties from $62.00 to $65.00 and gave the company an "overweight" rating in a research note on Wednesday, September 9th. Stifel Nicolaus upped their target price on shares of EPR Properties from $66.00 to $70.50 and gave the company a "buy" rating in a research note on Thursday, July 30th. Citizens Jmp reaffirmed a "market outperform" rating and set a $70.00 price target on shares of EPR Properties in a report on Thursday, July 2nd. Royal Bank Of Canada lifted their price target on shares of EPR Properties from $61.00 to $64.00 and gave the stock a "sector perform" rating in a research note on Friday, August 7th. Finally, KeyCorp upgraded shares of EPR Properties from a "sector weight" rating to an "overweight" rating and set a $70.00 price objective on the stock in a report on Wednesday, August 19th. Nine research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $66.15.

EPR Properties Profile

EPR Properties NYSE: EPR is a specialty real estate investment trust focused on experiential real estate. The company owns and leases properties designed for entertainment, recreation and leisure activities, including multiplex cinemas, eat-and-play venues, cultural attractions, amusement and water parks, ski resorts, and other destination-based properties.

EPR generally leases its properties to operators under long-term agreements, allowing tenants to manage the underlying businesses while EPR focuses on property ownership, investment and portfolio management.

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