Quantbot Technologies LP Acquires Shares of 26,296 EPR Properties $EPR

Key Points

• Quantbot Technologies LP has acquired a new stake in EPR Properties, purchasing 26,296 shares valued at approximately $1.38 million as reported in their recent SEC filing.
• Various hedge funds have also increased their investments, with Caitong International Asset Management raising its stake by 235.6% in the first quarter.
• Wall Street analysts have shown mixed reviews, with Royal Bank of Canada downgrading EPR Properties from "outperform" to "sector perform" and the consensus rating being "Hold" with an average target price of $56.93.

Quantbot Technologies LP purchased a new position in EPR Properties (NYSE:EPR - Free Report) in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 26,296 shares of the real estate investment trust's stock, valued at approximately $1,383,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Principal Financial Group Inc. grew its stake in EPR Properties by 0.4% in the 1st quarter. Principal Financial Group Inc. now owns 174,282 shares of the real estate investment trust's stock worth $9,169,000 after buying an additional 699 shares in the last quarter. GAMMA Investing LLC boosted its stake in shares of EPR Properties by 66.0% in the 1st quarter. GAMMA Investing LLC now owns 1,871 shares of the real estate investment trust's stock valued at $98,000 after purchasing an additional 744 shares in the last quarter. Robeco Institutional Asset Management B.V. purchased a new stake in shares of EPR Properties in the 1st quarter valued at $325,000. M&T Bank Corp boosted its stake in shares of EPR Properties by 19.9% in the 1st quarter. M&T Bank Corp now owns 14,408 shares of the real estate investment trust's stock valued at $758,000 after purchasing an additional 2,389 shares in the last quarter. Finally, Assetmark Inc. boosted its stake in shares of EPR Properties by 7.1% in the 1st quarter. Assetmark Inc. now owns 12,642 shares of the real estate investment trust's stock valued at $665,000 after purchasing an additional 836 shares in the last quarter. Hedge funds and other institutional investors own 74.66% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on EPR shares. Stifel Nicolaus upped their price objective on shares of EPR Properties from $65.00 to $65.50 and gave the company a "buy" rating in a research note on Thursday, July 31st. Wells Fargo & Company upped their price objective on shares of EPR Properties from $52.00 to $53.00 and gave the company an "underweight" rating in a research note on Monday, June 2nd. KeyCorp cut shares of EPR Properties from an "overweight" rating to a "sector weight" rating in a research note on Tuesday, August 19th. UBS Group cut their price objective on shares of EPR Properties from $62.00 to $54.00 and set a "neutral" rating for the company in a research note on Friday, August 15th. Finally, Wall Street Zen cut shares of EPR Properties from a "buy" rating to a "hold" rating in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Hold" and an average target price of $56.93.

EPR Properties Stock Down 0.2%

NYSE EPR traded down $0.12 during trading hours on Monday, reaching $53.89. 838,135 shares of the company's stock traded hands, compared to its average volume of 982,689. EPR Properties has a 52-week low of $41.75 and a 52-week high of $61.24. The firm has a market cap of $4.10 billion, a PE ratio of 26.55, a PEG ratio of 3.83 and a beta of 1.33. The firm has a 50-day simple moving average of $56.77 and a 200 day simple moving average of $53.24. The company has a debt-to-equity ratio of 1.20, a current ratio of 7.77 and a quick ratio of 7.77.

EPR Properties (NYSE:EPR - Get Free Report) last issued 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). EPR Properties had a net margin of 25.28% and a return on equity of 7.66%. The business had revenue of $150.35 million for the quarter, compared to analysts' expectations of $176.50 million. During the same period last year, the business earned $1.22 earnings per share. The company's revenue was up 3.7% on a year-over-year basis. EPR Properties has set its FY 2025 guidance at 5.000-5.160 EPS. Sell-side analysts anticipate that EPR Properties will post 4.65 EPS for the current fiscal year.

EPR Properties Announces Dividend

The firm also recently declared a aug 25 dividend, which will be paid on Monday, September 15th. Investors of record on Friday, August 29th will be given a dividend of $0.295 per share. This represents a yield of 670.0%. The ex-dividend date of this dividend is Friday, August 29th. EPR Properties's dividend payout ratio (DPR) is 174.38%.

Insider Transactions at EPR Properties

In related news, EVP Gregory E. Zimmerman sold 7,500 shares of EPR Properties stock in a transaction dated 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 SEC, which is available at this hyperlink. 2.31% of the stock is currently owned by company insiders.

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.