Kestra Investment Management LLC Grows Holdings in EPR Properties $EPR

Key Points

• Kestra Investment Management LLC increased its holdings in EPR Properties by 137.9% in Q1, bringing its total to $1.71 million worth of stock.
• Insider transactions include EVP Gregory E. Zimmerman selling 7,500 shares at $53.35, reducing his ownership by 7.78%.
• EPR Properties reported earnings of $1.24 EPS for the recent quarter, missing analyst expectations, and the company has set its FY 2025 guidance at between 5.000-5.160 EPS.

Kestra Investment Management LLC lifted its position in shares of EPR Properties (NYSE:EPR - Free Report) by 137.9% during the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 32,419 shares of the real estate investment trust's stock after purchasing an additional 18,794 shares during the period. Kestra Investment Management LLC's holdings in EPR Properties were worth $1,706,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in EPR. Caitong International Asset Management Co. Ltd increased its position in EPR Properties by 235.6% during the first quarter. Caitong International Asset Management Co. Ltd now owns 537 shares of the real estate investment trust's stock worth $28,000 after buying an additional 377 shares during the period. Atlantic Edge Private Wealth Management LLC increased its holdings 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 acquiring an additional 400 shares during the period. Allworth Financial LP raised its position in 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 during the last quarter. Elequin Capital LP acquired a new stake in EPR Properties during the 1st quarter worth $61,000. Finally, GF Fund Management CO. LTD. acquired a new stake in EPR Properties during the 4th quarter worth $61,000. 74.66% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the stock. Raymond James Financial upped their target price on shares of EPR Properties from $57.00 to $62.00 and gave the company a "strong-buy" rating in a report on Tuesday, August 12th. KeyCorp cut EPR Properties from an "overweight" rating to a "sector weight" rating in a research report on Tuesday, August 19th. Wells Fargo & Company lifted their target price on EPR Properties from $53.00 to $54.00 and gave the company an "underweight" rating in a research note on Wednesday, August 27th. Truist Financial upped 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. Finally, UBS Group lowered their price objective on shares of EPR Properties from $62.00 to $54.00 and set a "neutral" rating on the stock in a research report on Friday, August 15th. One investment 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 assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of "Hold" and a consensus target price of $58.08.

EPR Properties Price Performance

Shares of NYSE:EPR traded down $0.06 during trading on Wednesday, hitting $55.23. 2,360,763 shares of the stock were exchanged, compared to its average volume of 948,817. The company has a market cap of $4.20 billion, a PE ratio of 11.12, a P/E/G ratio of 3.92 and a beta of 1.32. 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 company has a fifty day moving average price of $55.86 and a two-hundred day moving average price of $53.63. EPR Properties has a 12-month low of $41.75 and a 12-month high of $61.24.

EPR Properties (NYSE:EPR - Get Free Report) last issued its quarterly earnings data on Wednesday, July 30th. The real estate investment trust reported $1.24 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.25 by ($0.01). The firm had revenue of $150.35 million for the quarter, compared to analyst estimates of $176.50 million. EPR Properties had a return on equity of 7.66% and a net margin of 25.28%.The business's revenue for the quarter was up 3.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.22 earnings per share. EPR Properties has set its FY 2025 guidance at 5.000-5.160 EPS. On average, analysts forecast that EPR Properties will post 4.65 EPS for the current year.

EPR Properties Dividend Announcement

The firm also recently announced a aug 25 dividend, which will be paid on Monday, September 15th. Shareholders of record on Friday, August 29th will be issued 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 dividend payout ratio (DPR) is 174.38%.

Insider Transactions at EPR Properties

In other EPR Properties news, EVP Gregory E. Zimmerman sold 7,500 shares of the company's stock in a transaction dated Tuesday, September 2nd. The shares were sold at an average price of $53.35, for a total value of $400,125.00. Following the sale, the executive vice president owned 88,877 shares of the company's stock, valued at $4,741,587.95. This represents a 7.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders have sold a total of 22,500 shares of company stock worth $1,249,950 in the last ninety days. Insiders own 2.31% of the company's stock.

About EPR Properties

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.