Universal Beteiligungs und Servicegesellschaft mbH Boosts Holdings in EPR Properties (NYSE:EPR)

Key Points

• Universal Beteiligungs und Servicegesellschaft mbH increased its stake in EPR Properties by 108.2% to approximately $10.92 million, now owning 207,492 shares.
• Several institutional investors have also increased their positions in EPR Properties, with holdings rising to 74.66% of the company's stock.
• EPR Properties announced a dividend of $0.295 per share, representing a yield of 5.9%, scheduled to be paid on August 15th.

Universal Beteiligungs und Servicegesellschaft mbH boosted its position in EPR Properties (NYSE:EPR - Free Report) by 108.2% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 207,492 shares of the real estate investment trust's stock after purchasing an additional 107,852 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH owned about 0.27% of EPR Properties worth $10,916,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of the company. Treasurer of the State of North Carolina lifted its stake in EPR Properties by 0.6% in 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 purchasing an additional 210 shares in the last quarter. Spire Wealth Management raised its position in shares of 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 valued at $123,000 after buying an additional 242 shares in the last quarter. Teamwork Financial Advisors LLC raised its position in shares of 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 valued at $578,000 after buying an additional 295 shares in the last quarter. Allworth Financial LP raised its position in shares of 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 valued at $55,000 after buying an additional 393 shares in the last quarter. Finally, Atlantic Edge Private Wealth Management LLC raised its position in shares of 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 valued at $45,000 after buying an additional 400 shares in the last quarter. 74.66% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the stock. Royal Bank Of Canada restated an "outperform" rating and set a $58.00 price objective on shares of EPR Properties in a research report on Monday, May 19th. Stifel Nicolaus upgraded shares of EPR Properties from a "hold" rating to a "buy" rating and raised their price objective for the company from $52.00 to $65.00 in a research report on Friday, June 20th. Raymond James Financial restated a "strong-buy" rating on shares of EPR Properties in a research report on Friday, May 23rd. Wells Fargo & Company raised their price objective on shares of EPR Properties from $52.00 to $53.00 and gave the company an "underweight" rating in a research report on Monday, June 2nd. Finally, UBS Group raised their price objective on shares of EPR Properties from $56.00 to $62.00 and gave the company a "neutral" rating in a research report on Wednesday, July 16th. One analyst has rated the stock with a sell rating, three have assigned a hold rating, four have issued a buy rating and one has assigned a strong buy rating to the company. Based on data from MarketBeat, EPR Properties presently has a consensus rating of "Moderate Buy" and a consensus price target of $57.29.

Insider Transactions at EPR Properties

In other EPR Properties news, EVP Gregory E. Zimmerman sold 7,500 shares of the firm's stock in a transaction on Tuesday, July 1st. The shares were sold at an average price of $58.37, for a total value of $437,775.00. Following the sale, the executive vice president owned 103,877 shares of the company's stock, valued at $6,063,300.49. This trade represents a 6.73% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 2.31% of the stock is currently owned by company insiders.

EPR Properties Trading Up 0.4%

Shares of EPR stock traded up $0.24 on Tuesday, hitting $56.94. 162,639 shares of the company's stock traded hands, compared to its average volume of 736,768. The company has a debt-to-equity ratio of 1.20, a quick ratio of 8.28 and a current ratio of 8.28. EPR Properties has a one year low of $41.75 and a one year high of $61.24. The company's fifty day simple moving average is $57.26 and its 200 day simple moving average is $52.21. The stock has a market capitalization of $4.33 billion, a price-to-earnings ratio of 34.93, a P/E/G ratio of 4.35 and a beta of 1.27.

EPR Properties (NYSE:EPR - Get Free Report) last announced its quarterly earnings results on Wednesday, May 7th. The real estate investment trust reported $1.21 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.16 by $0.05. The business had revenue of $146.36 million for the quarter, compared to analyst estimates of $155.46 million. EPR Properties had a net margin of 21.13% and a return on equity of 6.30%. The company's revenue was up 4.7% on a year-over-year basis. During the same quarter last year, the firm earned $1.12 EPS. Equities analysts forecast that EPR Properties will post 4.65 EPS for the current year.

EPR Properties Announces Dividend

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 issued a $0.295 dividend. This represents a yield of 5.9%. The ex-dividend date of this dividend is Thursday, July 31st. EPR Properties's dividend payout ratio (DPR) is presently 217.18%.

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.