EPR Properties (NYSE:EPR) Releases FY 2026 Earnings Guidance

Key Points

• EPR Properties raised its FY 2026 earnings guidance to $5.49–$5.57 per share, above the analyst consensus estimate of $5.38, and outlined a planned investment program of $675 million–$725 million.
• The REIT reported strong quarterly results, with revenue up 12% year over year to $204.1 million and EPS of $1.22 versus expectations of $0.83.
• EPR declared its regular $0.31 monthly dividend, equal to $3.72 annually and a yield of approximately 6.4%; analysts maintain a “Moderate Buy” consensus with an average price target of $65.35.

EPR Properties (NYSE:EPR - Get Free Report) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share guidance of 5.490-5.570 for the period, compared to the consensus earnings per share estimate of 5.380.

Analyst Ratings Changes

EPR has been the subject of several recent analyst reports. Royal Bank Of Canada lifted their price target on EPR Properties from $61.00 to $64.00 and gave the company a "sector perform" rating in a research note on Friday, August 7th. Raymond James Financial reaffirmed an "outperform" rating and issued a $65.00 price target on shares of EPR Properties in a research note on Thursday, August 13th. Citigroup lowered shares of EPR Properties from a "market outperform" rating to a "hold" rating in a research note on Wednesday, October 14th. Huntington initiated coverage on EPR Properties in a research note on Wednesday, July 15th. They issued an "outperform" rating and a $65.00 price objective for the company. Finally, UBS Group set a $70.00 price target on EPR Properties in a research note on Thursday, July 2nd. Eight investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, EPR Properties has an average rating of "Moderate Buy" and an average price target of $65.35.

EPR Properties Stock Up 4.9%

EPR opened at $58.23 on Friday. The company has a debt-to-equity ratio of 1.43, a current ratio of 9.51 and a quick ratio of 9.51. EPR Properties has a 12 month low of $48.10 and a 12 month high of $64.97. The stock has a market capitalization of $4.46 billion, a P/E ratio of 16.45, a P/E/G ratio of 2.15 and a beta of 1.03. The business has a 50 day simple moving average of $57.33 and a 200-day simple moving average of $57.33.

EPR Properties (NYSE:EPR - Get Free Report) last announced its quarterly earnings results on Wednesday, October 28th. The real estate investment trust reported $1.22 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.83 by $0.39. EPR Properties had a net margin of 38.83% and a return on equity of 12.80%. The business had revenue of $204.10 million during the quarter, compared to the consensus estimate of $169.74 million. During the same quarter last year, the firm posted $1.37 EPS. The business's revenue was up 12.0% compared to the same quarter last year. On average, equities analysts anticipate that EPR Properties will post 5.38 earnings per share for the current fiscal year.

EPR Properties Dividend Announcement

The business also recently disclosed a monthly dividend, which will be paid on Tuesday, December 15th. Investors of record on Monday, November 30th will be given a dividend of $0.31 per share. This represents a $3.72 annualized dividend and a dividend yield of 6.4%. The ex-dividend date is Monday, November 30th. EPR Properties's payout ratio is currently 119.61%.

Insider Buying and Selling

In related news, SVP Elizabeth Grace sold 4,200 shares of the stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $60.57, for a total transaction of $254,394.00. Following the sale, the senior vice president owned 22,427 shares of the company's stock, valued at $1,358,403.39. This trade represents a 15.77% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Tonya Mater sold 6,692 shares of the business's stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $61.79, for a total transaction of $413,498.68. Following the completion of the transaction, the chief accounting officer directly owned 49,167 shares of the company's stock, valued at $3,038,028.93. The trade was a 11.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.03% of the stock is currently owned by corporate insiders.

EPR Properties News Roundup

Here are the key news stories impacting EPR Properties this week:

• Positive Sentiment: Quarterly results exceeded expectations. EPR reported third-quarter revenue of $204.1 million, up 12% year over year, while earnings per share of $1.22 surpassed the $0.83 consensus estimate. Adjusted funds from operations (FFO) came in at $1.49 per share versus the $1.47 consensus and $1.39 a year earlier. EPR Properties Reports Third-Quarter Results
• Positive Sentiment: Management raised 2026 guidance. EPR increased its adjusted FFO outlook to $5.49-$5.57 per share, signaling confidence in the portfolio’s cash-generation outlook. EPR Raises FFO Outlook
• Positive Sentiment: Planned investment increased. EPR outlined a $675 million-$725 million 2026 investment plan, potentially supporting future property growth and FFO expansion. EPR Increases 2026 Earnings Guidance
• Positive Sentiment: Income appeal remains significant. EPR declared its regular $0.31 monthly dividend, equal to $3.72 annually and a reported 6.5% yield, which may support demand among income-focused investors. EPR Dividend Information
• Neutral Sentiment: Analyst sentiment remains constructive but valuation targets were reduced. Huntington cut its target to $64 from $66 while maintaining an Outperform rating, and Stifel lowered its target to $67.50 from $70.50 but retained a Buy rating. The revised targets still imply upside from the reference price. Huntington Adjusts EPR Price Target
• Negative Sentiment: Some valuation caution remains. One analysis suggested EPR could be modestly undervalued after the results, while another recommended waiting before buying its high-yield preferred shares. These views could limit enthusiasm after the earnings-driven move. EPR Could Be Undervalued

EPR Properties Company Profile

EPR Properties NYSE: EPR is a specialty real estate investment trust that owns and leases experiential real estate. The company focuses on properties designed for entertainment, recreation and leisure activities, including movie theaters, ski resorts, waterparks, attractions, fitness and wellness facilities, and other destination-based venues.

EPR generally leases its properties to operators under long-term, often triple-net lease agreements, under which tenants are typically responsible for property-level operating expenses, maintenance, taxes and insurance.

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