New Age Alpha Advisors LLC Has $3.90 Million Holdings in EPR Properties (NYSE:EPR)

Key Points

• New Age Alpha Advisors LLC reduced its holdings in EPR Properties by 16.5%, now owning 74,116 shares worth $3.9 million after selling 14,625 shares in Q1.
• Other institutional investors such as Principal Financial Group Inc. and GAMMA Investing LLC increased their stakes, highlighting a mixed sentiment among large shareholders.
• EPR Properties reported earnings per share of $1.24 for the last quarter, slightly missing analyst expectations, and declared a dividend of $0.295 per share, yielding 590.0%.

New Age Alpha Advisors LLC lessened its position in EPR Properties (NYSE:EPR - Free Report) by 16.5% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 74,116 shares of the real estate investment trust's stock after selling 14,625 shares during the period. New Age Alpha Advisors LLC owned about 0.10% of EPR Properties worth $3,899,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Treasurer of the State of North Carolina lifted its position in EPR Properties by 0.6% during the 4th quarter. Treasurer of the State of North Carolina now owns 32,851 shares of the real estate investment trust's stock worth $1,455,000 after buying an additional 210 shares in the last quarter. Spire Wealth Management lifted its position in EPR Properties by 11.5% during the 1st quarter. Spire Wealth Management now owns 2,339 shares of the real estate investment trust's stock worth $123,000 after buying an additional 242 shares in the last quarter. Teamwork Financial Advisors LLC raised its holdings in EPR Properties by 2.8% during the 1st quarter. Teamwork Financial Advisors LLC now owns 10,984 shares of the real estate investment trust's stock worth $578,000 after purchasing an additional 295 shares during the last quarter. Allworth Financial LP raised its holdings in EPR Properties by 53.0% during the 1st quarter. Allworth Financial LP now owns 1,135 shares of the real estate investment trust's stock worth $55,000 after purchasing an additional 393 shares during the last quarter. Finally, Atlantic Edge Private Wealth Management LLC raised its holdings in EPR Properties by 88.9% during the 1st quarter. Atlantic Edge Private Wealth Management LLC now owns 850 shares of the real estate investment trust's stock worth $45,000 after purchasing an additional 400 shares during the last quarter. Institutional investors and hedge funds own 74.66% of the company's stock.

Analyst Ratings Changes

Several analysts have weighed in on the company. Stifel Nicolaus boosted their price objective on EPR Properties from $65.00 to $65.50 and gave the stock a "buy" rating in a report on Thursday, July 31st. Wall Street Zen raised EPR Properties from a "hold" rating to a "buy" rating in a report on Monday, May 12th. Truist Financial boosted their price objective on EPR Properties from $53.00 to $55.00 and gave the stock a "hold" rating in a report on Monday, May 19th. Royal Bank Of Canada cut EPR Properties from an "outperform" rating to a "sector perform" rating and set a $58.00 price objective for the company. in a report on Monday, August 4th. Finally, UBS Group boosted their price objective on EPR Properties from $56.00 to $62.00 and gave the stock a "neutral" rating in a report on Wednesday, July 16th. One investment analyst has rated the stock with a sell rating, four have issued a hold rating, three have given a buy rating and one has given a strong buy rating to the company. According to data from MarketBeat.com, the company has an average rating of "Hold" and an average target price of $57.36.

EPR Properties Trading Down 0.5%

Shares of EPR stock traded down $0.27 on Friday, reaching $53.87. The company had a trading volume of 655,277 shares, compared to its average volume of 895,535. 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 stock has a market cap of $4.10 billion, a PE ratio of 26.54, a PEG ratio of 3.84 and a beta of 1.33. The company has a 50-day moving average of $57.48 and a 200-day moving average of $52.67. 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 posted its 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). EPR Properties had a return on equity of 7.66% and a net margin of 25.28%. The business had revenue of $150.35 million for the quarter, compared to the consensus estimate of $176.50 million. During the same period in the previous year, the company posted $1.22 earnings per share. EPR Properties's revenue for the quarter was up 3.7% compared to the same quarter last year. On average, equities analysts forecast that EPR Properties will post 4.65 earnings per share for the current year.

EPR Properties Dividend Announcement

The company also recently declared a jul 25 dividend, which will be paid on Friday, August 15th. Shareholders of record on Thursday, July 31st will be given a dividend of $0.295 per share. The ex-dividend date of this dividend is Thursday, July 31st. This represents a yield of 590.0%. EPR Properties's dividend payout ratio is 174.38%.

Insiders Place Their Bets

In other news, EVP Gregory E. Zimmerman sold 7,500 shares of the firm's stock in a transaction that occurred on Friday, August 1st. The shares were sold at an average price of $54.94, for a total transaction of $412,050.00. Following the completion of the transaction, the executive vice president directly owned 96,377 shares of the company's stock, valued at $5,294,952.38. This trade represents a 7.22% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 2.31% of the stock is currently owned by company insiders.

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.