Jefferies Financial Group Inc. Purchases Shares of 66,600 EPR Properties $EPR

Key Points

• Jefferies Financial Group bought a new stake of 66,600 shares in EPR Properties worth about $3.86 million, representing roughly 0.09% ownership per its SEC filing.
• EPR is expanding its experiential portfolio—closing a $342M multi-park deal that includes Worlds of Fun and partnering with Enchanted Parks to acquire six regional amusement parks—which management and several analysts say should boost scale, fee income and potential FFO upside; the consensus rating is a "Moderate Buy" with a $59.79 price target.
• EPR raised its monthly dividend to $0.31 (annualized yield ~6.5%) and reported quarterly EPS of $1.30 (beating estimates), while setting FY2026 guidance at $5.280–$5.480 per share.

Jefferies Financial Group Inc. purchased a new stake in EPR Properties (NYSE:EPR - Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm purchased 66,600 shares of the real estate investment trust's stock, valued at approximately $3,863,000. Jefferies Financial Group Inc. owned about 0.09% of EPR Properties as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also made changes to their positions in the company. Goldman Sachs Group Inc. increased its position in EPR Properties by 1.0% in the 1st quarter. Goldman Sachs Group Inc. now owns 96,061 shares of the real estate investment trust's stock worth $5,054,000 after buying an additional 976 shares during the period. United Services Automobile Association bought a new stake in shares of EPR Properties in the first quarter valued at approximately $251,000. Empowered Funds LLC grew its stake in shares of EPR Properties by 10.1% in the first quarter. Empowered Funds LLC now owns 8,746 shares of the real estate investment trust's stock worth $460,000 after acquiring an additional 804 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in shares of EPR Properties by 13.4% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 524,883 shares of the real estate investment trust's stock worth $27,614,000 after acquiring an additional 61,844 shares during the last quarter. Finally, Focus Partners Wealth increased its position in EPR Properties by 13.6% during the first quarter. Focus Partners Wealth now owns 8,861 shares of the real estate investment trust's stock worth $466,000 after acquiring an additional 1,062 shares during the period. Institutional investors and hedge funds own 74.66% of the company's stock.

Analyst Ratings Changes

A number of analysts have weighed in on the stock. Royal Bank Of Canada increased their price target on shares of EPR Properties from $58.00 to $59.00 and gave the company a "sector perform" rating in a report on Friday. Weiss Ratings reaffirmed a "buy (b-)" rating on shares of EPR Properties in a research report on Monday, December 29th. Stifel Nicolaus set a $65.50 target price on shares of EPR Properties in a research note on Thursday, March 5th. JPMorgan Chase & Co. decreased their target price on EPR Properties from $65.00 to $58.00 and set an "overweight" rating on the stock in a research report on Tuesday, December 2nd. Finally, UBS Group boosted their price target on EPR Properties from $54.00 to $58.00 and gave the company a "neutral" rating in a research note on Monday. One analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $59.79.

EPR Properties News Roundup

Here are the key news stories impacting EPR Properties this week:

• Positive Sentiment: EPR closed a deal to acquire Worlds of Fun and other Six Flags parks as part of a $342M multi-park transaction, a sizable addition to its experiential/entertainment portfolio that should boost scale and fee income over time. Worlds of Fun sold to Kansas City-based EPR Properties
• Positive Sentiment: Enchanted Parks, in partnership with EPR, signed a definitive agreement to acquire six regional amusement parks — another push into experiential assets that diversifies cash flows and fits EPR’s strategy of growing fee-bearing, consumer-facing real assets. Enchanted Parks partnership acquisition
• Positive Sentiment: Multiple outlets report EPR expanding its experiential portfolio with the Six Flags park deal — the recurring theme is strategic growth into higher-return experiential assets, which supports FFO/FFO-per-share upside over time if integration goes smoothly. EPR expands experiential portfolio
• Positive Sentiment: Analysts have nudged targets higher: Truist raised its target to $62 (from $60) after boosting FFO estimates, UBS raised its target to $58 (neutral rating), and other coverage lifted the consensus target region — these moves signal modest analyst confidence in near‑term earnings prospects. Truist raises EPR target
• Neutral Sentiment: Benzinga and other pieces aggregate analyst views and valuation commentary; coverage is mixed-to-neutral overall, with some outlets highlighting a recent pullback as a valuation buying opportunity while others emphasize limited near-term upside given consensus “hold/neutral” ratings. What 4 Analyst Ratings Have To Say About EPR
• Neutral Sentiment: Valuation write-ups note a recent share-price pullback and longer-term gains, but still show mixed conclusions depending on assumptions around FFO growth from the new experiential assets; these analyses keep sentiment balanced rather than outright bullish. Assessing EPR Valuation After Pullback

Insider Buying and Selling

In related news, EVP Gregory E. Zimmerman sold 7,500 shares of the business's stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $53.89, for a total value of $404,175.00. Following the sale, the executive vice president owned 66,294 shares of the company's stock, valued at $3,572,583.66. The trade was a 10.16% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 2.31% of the stock is currently owned by corporate insiders.

EPR Properties Trading Down 0.7%

Shares of EPR Properties stock opened at $57.42 on Wednesday. EPR Properties has a 52-week low of $41.75 and a 52-week high of $62.08. The firm has a market capitalization of $4.39 billion, a PE ratio of 17.56, a price-to-earnings-growth ratio of 3.42 and a beta of 0.95. The company has a debt-to-equity ratio of 1.26, a current ratio of 8.81 and a quick ratio of 8.81. The company's fifty day moving average price is $55.62 and its two-hundred day moving average price is $54.01.

EPR Properties (NYSE:EPR - Get Free Report) last issued its earnings results on Wednesday, February 25th. The real estate investment trust reported $1.30 earnings per share for the quarter, beating the consensus estimate of $1.29 by $0.01. EPR Properties had a net margin of 38.27% and a return on equity of 11.81%. The business had revenue of $182.95 million for the quarter, compared to analyst estimates of $181.76 million. During the same period in the previous year, the business earned $1.22 EPS. The firm's revenue was up 3.2% on a year-over-year basis. EPR Properties has set its FY 2026 guidance at 5.280-5.480 EPS. On average, analysts expect that EPR Properties will post 4.65 EPS for the current year.

EPR Properties Increases Dividend

The business also recently announced a monthly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be given a dividend of $0.31 per share. This is a boost from EPR Properties's previous monthly dividend of $0.30. The ex-dividend date is Tuesday, March 31st. This represents a c) annualized dividend and a dividend yield of 6.5%. EPR Properties's dividend payout ratio is 108.26%.

About EPR Properties

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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