5,353 Shares in EPR Properties $EPR Purchased by Evergreen Capital Management LLC

Key Points

• Evergreen Capital Management LLC has made a new investment in EPR Properties, acquiring 5,353 shares valued at approximately $282,000 during the first quarter.
• Notable institutional investors such as Deutsche Bank AG and Aberdeen Group plc have significantly increased their stakes in EPR Properties, with some reporting increases over 1,000% in their holdings.
• EPR Properties announced a dividend of $0.295 per share, with a yield of 652.0%, although the payout ratio sits at 174.38%, signaling potential concerns about sustainability.

Evergreen Capital Management LLC acquired a new position in EPR Properties (NYSE:EPR - Free Report) in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 5,353 shares of the real estate investment trust's stock, valued at approximately $282,000.

Several other institutional investors and hedge funds have also bought and sold shares of EPR. Deutsche Bank AG lifted its holdings in EPR Properties by 3,816.2% in the 1st quarter. Deutsche Bank AG now owns 1,874,975 shares of the real estate investment trust's stock worth $98,642,000 after buying an additional 1,827,098 shares during the period. Russell Investments Group Ltd. raised its position in shares of EPR Properties by 378.0% in the 1st quarter. Russell Investments Group Ltd. now owns 821,532 shares of the real estate investment trust's stock worth $43,221,000 after acquiring an additional 649,675 shares in the last quarter. Wellington Management Group LLP bought a new position in shares of EPR Properties in the 1st quarter worth approximately $21,166,000. Aberdeen Group plc raised its position in shares of EPR Properties by 1,361.4% in the 1st quarter. Aberdeen Group plc now owns 366,765 shares of the real estate investment trust's stock worth $19,136,000 after acquiring an additional 341,668 shares in the last quarter. Finally, Northern Trust Corp increased its position in EPR Properties by 30.6% during the 4th quarter. Northern Trust Corp now owns 844,940 shares of the real estate investment trust's stock valued at $37,414,000 after buying an additional 198,019 shares in the last quarter. Hedge funds and other institutional investors own 74.66% of the company's stock.

Analysts Set New Price Targets

A number of research firms recently weighed in on EPR. KeyCorp lowered EPR Properties from an "overweight" rating to a "sector weight" rating in a research report on Tuesday, August 19th. Raymond James Financial raised their price target on EPR Properties from $57.00 to $62.00 and gave the stock a "strong-buy" rating in a research note on Tuesday, August 12th. Truist Financial raised their price target on EPR Properties from $53.00 to $55.00 and gave the stock a "hold" rating in a research note on Monday, May 19th. UBS Group lowered their target price on EPR Properties from $62.00 to $54.00 and set a "neutral" rating on the stock in a research report on Friday, August 15th. Finally, Stifel Nicolaus raised their price target on EPR Properties from $65.00 to $65.50 and gave the company a "buy" rating in a report on Thursday, July 31st. One analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, five have given a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat, the company has a consensus rating of "Hold" and a consensus price target of $58.08.

EPR Properties Trading Up 1.0%

Shares of NYSE EPR traded up $0.51 during trading hours on Tuesday, reaching $53.71. The stock had a trading volume of 271,965 shares, compared to its average volume of 777,170. The company has a current ratio of 7.77, a quick ratio of 7.77 and a debt-to-equity ratio of 1.20. The firm has a market cap of $4.09 billion, a price-to-earnings ratio of 26.50, a P/E/G ratio of 3.77 and a beta of 1.32. The business's fifty day moving average price is $56.00 and its two-hundred day moving average price is $53.61. EPR Properties has a 52-week low of $41.75 and a 52-week high of $61.24.

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 (EPS) for the quarter, missing analysts' consensus estimates of $1.25 by ($0.01). The firm had revenue of $150.35 million during the quarter, compared to analysts' expectations of $176.50 million. EPR Properties had a net margin of 25.28% and a return on equity of 7.66%. The firm's revenue for the quarter was up 3.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.22 EPS. EPR Properties has set its FY 2025 guidance at 5.000-5.160 EPS. Analysts expect that EPR Properties will post 4.65 EPS for the current fiscal year.

EPR Properties Announces Dividend

The firm also recently disclosed 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 currently 174.38%.

Insider Activity at EPR Properties

In other EPR Properties news, EVP Gregory E. Zimmerman sold 7,500 shares of the stock in a transaction dated 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 directly owned 88,877 shares of the company's stock, valued at approximately $4,741,587.95. This trade represents a 7.78% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. In the last ninety days, insiders sold 22,500 shares of company stock worth $1,249,950. Corporate insiders own 2.31% of the company's stock.

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.