What is KeyCorp's Estimate for EPR Properties Q3 Earnings?

Key Points

• KeyCorp expects EPR Properties to report Q3 2026 EPS of $1.35 and maintains an “Overweight” rating with a $70 price target. It forecasts $1.28 EPS for Q4 2026 and $5.30 for FY2027.
• EPR’s latest quarterly results exceeded expectations, with EPS of $0.79 versus the $0.74 consensus and revenue of $196.08 million, up 30.4% year over year. Management’s FY2026 EPS guidance is $5.41–$5.57.
• The REIT declared a monthly dividend of $0.31 per share, producing an annualized yield of about 6.2%, though its payout ratio remains elevated at 119.61%. Analysts overall rate the stock “Moderate Buy,” with an average price target of $65.45.

EPR Properties (NYSE:EPR - Free Report) - Research analysts at KeyCorp issued their Q3 2026 earnings per share estimates for EPR Properties in a note issued to investors on Wednesday, August 19th. KeyCorp analyst U. Rana forecasts that the real estate investment trust will post earnings per share of $1.35 for the quarter. KeyCorp currently has a "Overweight" rating and a $70.00 price target on the stock. The consensus estimate for EPR Properties' current full-year earnings is $5.36 per share. KeyCorp also issued estimates for EPR Properties' Q4 2026 earnings at $1.28 EPS and FY2027 earnings at $5.30 EPS.

EPR Properties (NYSE:EPR - Get Free Report) last released its earnings results on Wednesday, July 29th. The real estate investment trust reported $0.79 EPS for the quarter, beating the consensus estimate of $0.74 by $0.05. EPR Properties had a return on equity of 11.34% and a net margin of 35.45%.The firm had revenue of $196.08 million for the quarter, compared to analysts' expectations of $158.13 million. During the same quarter in the previous year, the business posted $1.26 EPS. The business's quarterly revenue was up 30.4% compared to the same quarter last year. EPR Properties has set its FY 2026 guidance at 5.410-5.570 EPS.

A number of other analysts have also commented on the stock. Huntington started coverage on shares of EPR Properties in a research report on Wednesday, July 15th. They issued an "outperform" rating and a $65.00 price objective on the stock. Royal Bank Of Canada raised their target price on shares of EPR Properties from $61.00 to $64.00 and gave the company a "sector perform" rating in a research report on Friday, August 7th. Morgan Stanley raised shares of EPR Properties from an "equal weight" rating to an "overweight" rating in a research report on Friday, June 12th. Raymond James Financial restated an "outperform" rating and set a $65.00 price objective on shares of EPR Properties in a research note on Thursday, August 13th. Finally, Citigroup restated a "market outperform" rating on shares of EPR Properties in a report on Thursday, July 2nd. Nine equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $65.45.

EPR Properties Price Performance

Shares of EPR opened at $60.43 on Monday. The company has a quick ratio of 9.51, a current ratio of 9.51 and a debt-to-equity ratio of 1.43. EPR Properties has a twelve month low of $48.10 and a twelve month high of $64.97. The stock has a market capitalization of $4.63 billion, a P/E ratio of 19.43, a P/E/G ratio of 2.31 and a beta of 1.02. The company has a 50 day moving average of $60.46 and a 200-day moving average of $57.73.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the company. Fourth Dimension Wealth LLC lifted its stake in EPR Properties by 66.7% in the 4th quarter. Fourth Dimension Wealth LLC now owns 500 shares of the real estate investment trust's stock valued at $25,000 after purchasing an additional 200 shares during the last quarter. Caitong International Asset Management Co. Ltd acquired a new position in EPR Properties during the third quarter worth approximately $26,000. First Bancorp Inc ME acquired a new position in EPR Properties during the second quarter worth approximately $27,000. Transamerica Financial Advisors LLC raised its stake in EPR Properties by 356.7% in the fourth quarter. Transamerica Financial Advisors LLC now owns 580 shares of the real estate investment trust's stock valued at $29,000 after buying an additional 453 shares during the period. Finally, Larson Financial Group LLC raised its stake in EPR Properties by 134.1% in the fourth quarter. Larson Financial Group LLC now owns 653 shares of the real estate investment trust's stock valued at $33,000 after buying an additional 374 shares during the period. 74.66% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at EPR Properties

In related news, CAO Tonya L. Mater sold 6,692 shares of the firm's stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $61.79, for a total value 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 approximately $3,038,028.93. This trade represents a 11.98% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Elizabeth Grace sold 4,200 shares of the business's 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 transaction, the senior vice president owned 22,427 shares in the company, valued at approximately $1,358,403.39. The trade was a 15.77% decrease in their ownership of the stock. 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. Over the last three months, insiders sold 13,892 shares of company stock valued at $844,113. 0.03% of the stock is owned by corporate insiders.

EPR Properties Announces Dividend

The business also recently disclosed a monthly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st will be issued a $0.31 dividend. This represents a c) annualized dividend and a dividend yield of 6.2%. The ex-dividend date of this dividend is Monday, August 31st. EPR Properties's dividend payout ratio is presently 119.61%.

EPR Properties News Roundup

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

• Positive Sentiment: Zacks upgraded EPR Properties to a “Buy” rating, citing growing optimism about the REIT’s earnings prospects. The upgrade could attract additional interest from momentum- and fundamentals-focused investors. EPR Properties upgraded to Buy by Zacks
• Positive Sentiment: KeyBanc raised its conviction to an “Overweight” rating and maintained a $70 price target, implying potential upside from recent levels. Its 2027 EPS estimates range from $1.23 in the first quarter to $1.40 in the third quarter, signaling expectations for continued earnings generation. EPR Properties upgraded at KeyBanc
• Positive Sentiment: EPR declared its regular $0.31 monthly dividend, representing an annualized yield of approximately 6.1%. The high yield may appeal to income-focused investors, particularly after the company reported quarterly revenue growth of 30.4% and earnings above consensus estimates.
• Neutral Sentiment: The REIT’s current-year EPS consensus is $5.34, while management’s 2026 guidance is $5.41–$5.57. The stock’s consensus analyst rating is “Moderate Buy,” with an average price target of $65.45, indicating constructive but not uniformly bullish expectations.
• Negative Sentiment: Senior Vice President Elizabeth Grace sold 4,200 shares worth about $254,394. However, the transaction was executed under a pre-arranged Rule 10b5-1 plan, reducing its significance as a discretionary bearish signal. She continues to own 22,427 shares. Elizabeth Grace sells EPR shares
• Negative Sentiment: The dividend payout ratio is above 100%, which could raise concerns about long-term dividend coverage even though the yield remains attractive.

EPR Properties Company Profile

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.

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