Vanguard Group Inc. lowered its holdings in EPR Properties (NYSE:EPR - Free Report) by 0.7% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,841,431 shares of the real estate investment trust's stock after selling 75,953 shares during the quarter. Vanguard Group Inc. owned 14.24% of EPR Properties worth $540,987,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Several other hedge funds have also recently modified their holdings of the business. Concurrent Investment Advisors LLC increased its position in EPR Properties by 107.3% during the fourth quarter. Concurrent Investment Advisors LLC now owns 15,678 shares of the real estate investment trust's stock valued at $782,000 after acquiring an additional 8,116 shares during the last quarter. Chicago Partners Investment Group LLC increased its position in EPR Properties by 13.4% during the fourth quarter. Chicago Partners Investment Group LLC now owns 16,445 shares of the real estate investment trust's stock valued at $891,000 after acquiring an additional 1,949 shares during the last quarter. Ruffer LLP purchased a new stake in EPR Properties during the fourth quarter valued at $363,000. M&T Bank Corp increased its position in EPR Properties by 150.0% during the fourth quarter. M&T Bank Corp now owns 22,667 shares of the real estate investment trust's stock valued at $1,131,000 after acquiring an additional 13,602 shares during the last quarter. Finally, Optas LLC increased its position in EPR Properties by 101.9% during the fourth quarter. Optas LLC now owns 21,906 shares of the real estate investment trust's stock valued at $1,093,000 after acquiring an additional 11,056 shares during the last quarter. Hedge funds and other institutional investors own 74.66% of the company's stock.
Analysts Set New Price Targets
A number of research firms recently commented on EPR. Raymond James Financial cut EPR Properties from a "strong-buy" rating to an "outperform" rating and reduced their price objective for the company from $62.00 to $60.00 in a research report on Tuesday, March 17th. Stifel Nicolaus set a $65.50 price objective on EPR Properties in a research report on Thursday, March 5th. Royal Bank Of Canada upped their price objective on EPR Properties from $58.00 to $59.00 and gave the company a "sector perform" rating in a research report on Friday, March 6th. Truist Financial upped their price objective on EPR Properties from $60.00 to $62.00 and gave the company a "hold" rating in a research report on Friday, March 6th. Finally, UBS Group upped their price objective on EPR Properties from $54.00 to $58.00 and gave the company a "neutral" rating in a research report on Monday, March 9th. Four investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Hold" and an average target price of $59.50.
Read Our Latest Stock Analysis on EPR Properties
EPR Properties Stock Performance
NYSE:EPR opened at $55.20 on Tuesday. The stock has a 50-day simple moving average of $55.04 and a two-hundred day simple moving average of $53.50. EPR Properties has a 52-week low of $48.10 and a 52-week high of $62.08. The company has a debt-to-equity ratio of 1.26, a quick ratio of 8.81 and a current ratio of 8.81. The firm has a market capitalization of $4.22 billion, a PE ratio of 16.88, a P/E/G ratio of 2.45 and a beta of 1.04.
EPR Properties (NYSE:EPR - Get Free Report) last released its quarterly earnings results on Wednesday, February 25th. The real estate investment trust reported $1.30 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.29 by $0.01. EPR Properties had a return on equity of 11.81% and a net margin of 38.27%.The business had revenue of $182.95 million during the quarter, compared to analyst estimates of $181.76 million. During the same quarter in the previous year, the company posted $1.22 earnings per share. EPR Properties's revenue for the quarter was up 3.2% on a year-over-year basis. EPR Properties has set its FY 2026 guidance at 5.280-5.480 EPS. Analysts forecast that EPR Properties will post 5.2 EPS for the current year.
EPR Properties Dividend Announcement
The business also recently declared a monthly dividend, which will be paid on Friday, May 15th. Shareholders of record on Thursday, April 30th will be issued a dividend of $0.31 per share. This represents a c) annualized dividend and a yield of 6.7%. The ex-dividend date of this dividend is Thursday, April 30th. EPR Properties's payout ratio is currently 113.76%.
Insider Buying and Selling at EPR Properties
In other news, Director Lisa G. Trimberger sold 3,000 shares of the company's stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $57.38, for a total value of $172,140.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Tonya L. Mater sold 2,600 shares of the company's stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $56.50, for a total value of $146,900.00. Following the completion of the transaction, the chief accounting officer directly owned 55,859 shares of the company's stock, valued at approximately $3,156,033.50. This trade represents a 4.45% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 19,233 shares of company stock valued at $1,096,826. Company insiders own 0.03% of the company's stock.
About EPR Properties
(
Free Report)
EPR Properties is a real estate investment trust that specializes in experiential properties across the United States, Canada and select international markets. Established in 1997 and headquartered in Kansas City, Missouri, the company targets properties in the entertainment, recreation and education sectors. Its portfolio includes movie theaters, ski resorts, family entertainment centers, charter schools and other venues that benefit from consumer-driven experiences.
The trust employs long-term, triple-net lease agreements, where tenants are responsible for real estate taxes, insurance and maintenance.
Recommended Stories
Want to see what other hedge funds are holding EPR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for EPR Properties (NYSE:EPR - Free Report).
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.
Before you consider EPR Properties, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and EPR Properties wasn't on the list.
While EPR Properties currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
Enter your email address and we’ll send you MarketBeat’s list of ten stocks set to soar in Spring 2026, despite the threat of tariffs and what's happening in Iran. These ten stocks are incredibly resilient and are likely to thrive in any economic environment.
Get This Free Report
