EPR Properties $EPR Stock Holdings Lifted by Kestra Investment Management LLC

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 boosted its holdings in EPR Properties (NYSE:EPR - Free Report) by 137.9% during the 1st quarter, according to its most recent disclosure with the SEC. The firm owned 32,419 shares of the real estate investment trust's stock after buying 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.

Other hedge funds have also recently bought and sold shares of the company. Caitong International Asset Management Co. Ltd raised its holdings in EPR Properties by 235.6% in the first quarter. Caitong International Asset Management Co. Ltd now owns 537 shares of the real estate investment trust's stock valued at $28,000 after buying an additional 377 shares during the period. Atlantic Edge Private Wealth Management LLC raised its holdings in EPR Properties by 88.9% in the first quarter. Atlantic Edge Private Wealth Management LLC now owns 850 shares of the real estate investment trust's stock valued at $45,000 after buying an additional 400 shares during the period. Allworth Financial LP raised its holdings in EPR Properties by 53.0% in the first quarter. Allworth Financial LP now owns 1,135 shares of the real estate investment trust's stock valued at $55,000 after buying an additional 393 shares during the period. GF Fund Management CO. LTD. purchased a new position in EPR Properties in the fourth quarter valued at approximately $61,000. Finally, Elequin Capital LP purchased a new position in EPR Properties in the first quarter valued at approximately $61,000. Hedge funds and other institutional investors own 74.66% of the company's stock.

Wall Street Analyst Weigh In

EPR has been the subject of several recent research reports. Stifel Nicolaus increased 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. Truist Financial increased 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. JPMorgan Chase & Co. increased their price objective on shares of EPR Properties from $56.00 to $65.00 and gave the company an "overweight" rating in a research report on Friday. Royal Bank Of Canada downgraded shares of EPR Properties from an "outperform" rating to a "sector perform" rating and set a $58.00 price objective for the company. in a research report on Monday, August 4th. Finally, KeyCorp downgraded shares of EPR Properties from an "overweight" rating to a "sector weight" rating in a research report on Tuesday, August 19th. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, EPR Properties currently has an average rating of "Hold" and a consensus target price of $59.36.

Insider Buying and Selling at EPR Properties

In other news, EVP Gregory E. Zimmerman sold 7,500 shares of the firm's stock in a transaction that occurred on Tuesday, September 2nd. The shares were sold at an average price of $53.35, for a total transaction of $400,125.00. Following the completion of the sale, the executive vice president 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders have sold a total of 22,500 shares of company stock worth $1,249,950 over the last three months. 2.31% of the stock is currently owned by company insiders.

EPR Properties Stock Up 2.8%

Shares of EPR stock traded up $1.58 during mid-day trading on Friday, reaching $58.18. 621,506 shares of the company were exchanged, compared to its average volume of 796,394. EPR Properties has a fifty-two week low of $41.75 and a fifty-two week high of $61.24. The company has a debt-to-equity ratio of 1.20, a quick ratio of 7.77 and a current ratio of 7.77. The company has a market capitalization of $4.43 billion, a P/E ratio of 28.66, a P/E/G ratio of 3.91 and a beta of 1.32. The business's 50 day simple moving average is $55.80 and its 200 day simple moving average is $53.68.

EPR Properties (NYSE:EPR - Get Free Report) last released its quarterly earnings results on Wednesday, July 30th. The real estate investment trust reported $1.24 earnings per share for the quarter, missing analysts' consensus estimates of $1.25 by ($0.01). EPR Properties had a return on equity of 7.66% and a net margin of 25.28%.The company had revenue of $150.35 million for the quarter, compared to analyst estimates of $176.50 million. During the same period in the previous year, the business posted $1.22 EPS. The firm's quarterly revenue 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. Research analysts predict that EPR Properties will post 4.65 earnings per share for the current year.

EPR Properties Dividend Announcement

The business also recently declared a aug 25 dividend, which will be paid on Monday, September 15th. Stockholders of record on Friday, August 29th will be given a dividend of $0.295 per share. The ex-dividend date of this dividend is Friday, August 29th. This represents a dividend yield of 652.0%. EPR Properties's dividend payout ratio (DPR) is presently 174.38%.

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.