Quantbot Technologies LP Makes New Investment in 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 acquired a new position in EPR Properties (NYSE:EPR - Free Report) during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 26,296 shares of the real estate investment trust's stock, valued at approximately $1,383,000.

Several other institutional investors have also recently made changes to their positions in the business. Spire Wealth Management boosted its holdings in EPR Properties by 11.5% in the first quarter. Spire Wealth Management now owns 2,339 shares of the real estate investment trust's stock valued at $123,000 after purchasing an additional 242 shares during the last quarter. Teamwork Financial Advisors LLC lifted its holdings in shares of EPR Properties by 2.8% in the 1st quarter. Teamwork Financial Advisors LLC now owns 10,984 shares of the real estate investment trust's stock valued at $578,000 after buying an additional 295 shares during the period. Caitong International Asset Management Co. Ltd lifted its holdings in shares of EPR Properties by 235.6% in the 1st 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. Allworth Financial LP boosted its stake in shares of 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 worth $55,000 after buying an additional 393 shares during the last quarter. Finally, Atlantic Edge Private Wealth Management LLC boosted its stake in shares of 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 worth $45,000 after buying an additional 400 shares during the last quarter. Hedge funds and other institutional investors own 74.66% of the company's stock.

EPR Properties Price Performance

EPR traded down $0.74 during midday trading on Thursday, hitting $54.22. 166,407 shares of the company traded hands, compared to its average volume of 768,371. 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 market capitalization of $4.13 billion, a price-to-earnings ratio of 26.70, a PEG ratio of 3.83 and a beta of 1.33. EPR Properties has a 52-week low of $41.75 and a 52-week high of $61.24. The business has a 50 day simple moving average of $56.68 and a two-hundred day simple moving average of $53.26.

EPR Properties (NYSE:EPR - Get Free Report) last released its earnings results on Wednesday, July 30th. The real estate investment trust reported $1.24 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 company had revenue of $150.35 million for the quarter, compared to analysts' expectations of $176.50 million. During the same period in the prior year, the firm earned $1.22 EPS. The firm's revenue for the quarter was up 3.7% on a year-over-year basis. EPR Properties has set its FY 2025 guidance at 5.000-5.160 EPS. On average, equities analysts forecast that EPR Properties will post 4.65 earnings per share for the current fiscal year.

EPR Properties Dividend Announcement

The company also recently disclosed a aug 25 dividend, which will be paid on Monday, September 15th. Shareholders of record on Friday, August 29th will be issued a $0.295 dividend. The ex-dividend date is Friday, August 29th. This represents a yield of 670.0%. EPR Properties's dividend payout ratio (DPR) is presently 174.38%.

Analysts Set New Price Targets

Several research analysts recently weighed in on EPR shares. Wells Fargo & Company lifted their price target on EPR Properties from $53.00 to $54.00 and gave the company an "underweight" rating in a research report on Wednesday. Royal Bank Of Canada cut shares of EPR Properties from an "outperform" rating to a "sector perform" rating and set a $58.00 price objective on the stock. in a research note on Monday, August 4th. KeyCorp lowered shares of EPR Properties from an "overweight" rating to a "sector weight" rating in a report on Tuesday, August 19th. Truist Financial increased their price target on shares of EPR Properties from $53.00 to $55.00 and gave the stock a "hold" rating in a report on Monday, May 19th. Finally, UBS Group dropped their price target 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 research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, EPR Properties presently has a consensus rating of "Hold" and an average price target of $57.07.

Insiders Place Their Bets

In other EPR Properties news, EVP Gregory E. Zimmerman sold 7,500 shares of EPR Properties stock in a transaction 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 sale, the executive vice president owned 96,377 shares of the company's stock, valued at $5,294,952.38. The trade was a 7.22% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 2.31% of the company's stock.

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.