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Vermillion & White Wealth Management Group LLC Purchases New Holdings in EPR Properties (NYSE:EPR)

EPR Properties logo with Finance background

Vermillion & White Wealth Management Group LLC bought a new stake in EPR Properties (NYSE:EPR - Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 5,032 shares of the real estate investment trust's stock, valued at approximately $223,000.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the company. Synergy Investment Management LLC acquired a new stake in EPR Properties during the 4th quarter worth about $27,000. Principal Securities Inc. boosted its position in shares of EPR Properties by 54.5% during the 4th quarter. Principal Securities Inc. now owns 1,296 shares of the real estate investment trust's stock valued at $57,000 after purchasing an additional 457 shares in the last quarter. Brown Brothers Harriman & Co. acquired a new stake in EPR Properties during the fourth quarter worth approximately $60,000. EverSource Wealth Advisors LLC increased its holdings in EPR Properties by 51.8% in the fourth quarter. EverSource Wealth Advisors LLC now owns 1,530 shares of the real estate investment trust's stock worth $68,000 after purchasing an additional 522 shares in the last quarter. Finally, Venturi Wealth Management LLC increased its holdings in EPR Properties by 43.6% in the fourth quarter. Venturi Wealth Management LLC now owns 2,117 shares of the real estate investment trust's stock worth $94,000 after purchasing an additional 643 shares in the last quarter. Institutional investors and hedge funds own 74.66% of the company's stock.

EPR Properties Stock Up 0.1%

EPR stock traded up $0.07 during midday trading on Thursday, reaching $52.38. 482,470 shares of the company's stock traded hands, compared to its average volume of 608,105. The company has a market cap of $3.98 billion, a price-to-earnings ratio of 22.68 and a beta of 1.26. The firm's fifty day moving average price is $50.14 and its 200-day moving average price is $47.90. The company has a quick ratio of 7.81, a current ratio of 7.81 and a debt-to-equity ratio of 1.19. EPR Properties has a 52 week low of $39.87 and a 52 week high of $54.25.

EPR Properties (NYSE:EPR - Get Free Report) last issued its quarterly earnings data on Wednesday, May 7th. The real estate investment trust reported $1.21 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.16 by $0.05. The firm had revenue of $146.36 million during the quarter, compared to analysts' expectations of $155.46 million. EPR Properties had a net margin of 28.87% and a return on equity of 8.22%. The business's revenue was up 4.7% on a year-over-year basis. During the same period last year, the company earned $1.12 earnings per share. As a group, sell-side analysts forecast that EPR Properties will post 4.65 earnings per share for the current fiscal year.

EPR Properties Dividend Announcement

The business also recently disclosed a may 25 dividend, which will be paid on Monday, June 16th. Shareholders of record on Friday, May 30th will be issued a dividend of $0.295 per share. This represents a yield of 6.6%. The ex-dividend date of this dividend is Friday, May 30th. EPR Properties's dividend payout ratio is currently 217.18%.

Analysts Set New Price Targets

A number of equities analysts have issued reports on EPR shares. Wall Street Zen upgraded EPR Properties from a "hold" rating to a "buy" rating in a report on Monday, May 12th. UBS Group increased their target price on shares of EPR Properties from $52.00 to $56.00 and gave the stock a "neutral" rating in a research note on Tuesday, May 13th. Truist Financial raised 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. Royal Bank of Canada reaffirmed an "outperform" rating and issued a $58.00 price target on shares of EPR Properties in a research note on Monday. Finally, Wells Fargo & Company increased their price objective on shares of EPR Properties from $45.00 to $52.00 and gave the stock an "underweight" rating in a research report on Monday, March 10th. One investment analyst has rated the stock with a sell rating, four have issued a hold rating, three have assigned a buy rating and one has issued a strong buy rating to the company. According to MarketBeat, the company has a consensus rating of "Hold" and an average price target of $54.00.

Read Our Latest Research Report on EPR Properties

Insider Transactions at EPR Properties

In related news, SVP Gwendolyn Mary Johnson sold 3,900 shares of the business's stock in a transaction dated Monday, March 3rd. The shares were sold at an average price of $54.02, for a total transaction of $210,678.00. Following the transaction, the senior vice president now directly owns 8,216 shares in the company, valued at approximately $443,828.32. The trade was a 32.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Brian Andrew Moriarty sold 2,500 shares of the company's stock in a transaction dated Monday, March 17th. The stock was sold at an average price of $51.99, for a total transaction of $129,975.00. Following the completion of the sale, the senior vice president now directly owns 15,299 shares of the company's stock, valued at $795,395.01. The trade was a 14.05% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 9,520 shares of company stock valued at $502,581 over the last ninety days. 2.31% of the stock is currently owned by insiders.

EPR Properties Profile

(Free Report)

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.

See Also

Institutional Ownership by Quarter for EPR Properties (NYSE:EPR)

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