RFG Advisory LLC Acquires 3,880 Shares of EPR Properties $EPR

RFG Advisory LLC grew its holdings in shares of EPR Properties (NYSE:EPR) by 54.0% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,063 shares of the real estate investment trust’s stock after acquiring an additional 3,880 shares during the period. RFG Advisory LLC’s holdings in EPR Properties were worth $645,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently modified their holdings of EPR. Deutsche Bank AG grew its position in shares of EPR Properties by 3,816.2% during the 1st quarter. Deutsche Bank AG now owns 1,874,975 shares of the real estate investment trust’s stock valued at $98,642,000 after acquiring an additional 1,827,098 shares during the period. Russell Investments Group Ltd. grew its position in shares of EPR Properties by 378.0% during the 1st quarter. Russell Investments Group Ltd. now owns 821,532 shares of the real estate investment trust’s stock valued at $43,221,000 after acquiring an additional 649,675 shares during the period. Wellington Management Group LLP bought a new position in EPR Properties in the 1st quarter worth $21,166,000. Aberdeen Group plc boosted its holdings in EPR Properties by 1,361.4% in the 1st quarter. Aberdeen Group plc now owns 366,765 shares of the real estate investment trust’s stock worth $19,136,000 after buying an additional 341,668 shares during the period. Finally, AQR Capital Management LLC boosted its holdings in EPR Properties by 38.3% in the 1st quarter. AQR Capital Management LLC now owns 1,195,997 shares of the real estate investment trust’s stock worth $61,887,000 after buying an additional 331,513 shares during the period. Institutional investors own 74.66% of the company’s stock.

EPR Properties Stock Up 0.0%

Shares of EPR stock opened at $54.49 on Friday. The stock has a market cap of $4.15 billion, a P/E ratio of 26.84, a PEG ratio of 3.84 and a beta of 1.28. EPR Properties has a 52 week low of $41.75 and a 52 week high of $61.24. The company has a quick ratio of 7.77, a current ratio of 7.77 and a debt-to-equity ratio of 1.20. The company’s fifty day simple moving average is $55.14 and its two-hundred day simple moving average is $54.45.

EPR Properties (NYSE:EPR) last announced its quarterly earnings results on Wednesday, July 30th. The real estate investment trust reported $1.24 EPS for the quarter, missing the consensus estimate of $1.25 by ($0.01). The company had revenue of $150.35 million during the quarter, compared to analysts’ expectations of $176.50 million. EPR Properties had a return on equity of 7.66% and a net margin of 25.28%.The firm’s revenue for the quarter was up 3.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.22 EPS. EPR Properties has set its FY 2025 guidance at 5.000-5.160 EPS. Analysts predict that EPR Properties will post 4.65 EPS for the current fiscal year.

EPR Properties Dividend Announcement

The firm also recently announced a monthly dividend, which will be paid on Monday, November 17th. Stockholders of record on Friday, October 31st will be given a dividend of $0.295 per share. This represents a c) annualized dividend and a dividend yield of 6.5%. The ex-dividend date is Friday, October 31st. EPR Properties’s dividend payout ratio is currently 174.38%.

Wall Street Analyst Weigh In

EPR has been the subject of several recent analyst reports. KeyCorp downgraded shares of EPR Properties from an “overweight” rating to a “sector weight” rating in a report on Tuesday, August 19th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of EPR Properties in a report on Wednesday, October 8th. JPMorgan Chase & Co. upped their target price on shares of EPR Properties from $56.00 to $65.00 and gave the stock an “overweight” rating in a report on Friday, September 12th. Raymond James Financial upped their target price on shares of EPR Properties from $57.00 to $62.00 and gave the stock a “strong-buy” rating in a report on Tuesday, August 12th. Finally, UBS Group dropped their target price on shares of EPR Properties from $62.00 to $54.00 and set a “neutral” rating for the company in a report on Friday, August 15th. One analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat, EPR Properties presently has an average rating of “Moderate Buy” and an average target price of $59.36.

Insider Activity

In other news, EVP Gregory E. Zimmerman sold 7,500 shares of the company’s stock in a transaction dated Wednesday, October 1st. The shares were sold at an average price of $58.12, for a total transaction of $435,900.00. Following the sale, the executive vice president directly owned 81,377 shares in the company, valued at approximately $4,729,631.24. This represents a 8.44% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. In the last 90 days, insiders have sold 22,500 shares of company stock worth $1,248,075. 2.31% of the stock is currently owned by corporate insiders.

EPR Properties Company 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.