Schroder Investment Management Group Grows Stock Holdings in EPR Properties $EPR

Schroder Investment Management Group raised its holdings in EPR Properties (NYSE:EPR) by 66.0% in the 2nd quarter, HoldingsChannel reports. The fund owned 145,054 shares of the real estate investment trust’s stock after acquiring an additional 57,692 shares during the period. Schroder Investment Management Group’s holdings in EPR Properties were worth $8,451,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Deutsche Bank AG boosted its holdings in shares of EPR Properties by 3,816.2% during the first quarter. Deutsche Bank AG now owns 1,874,975 shares of the real estate investment trust’s stock worth $98,642,000 after purchasing an additional 1,827,098 shares during the last quarter. Prudential Financial Inc. lifted its position in EPR Properties by 42.0% during the second quarter. Prudential Financial Inc. now owns 1,870,499 shares of the real estate investment trust’s stock worth $108,975,000 after buying an additional 553,209 shares during the period. LSV Asset Management lifted its position in EPR Properties by 2.8% during the second quarter. LSV Asset Management now owns 1,293,458 shares of the real estate investment trust’s stock worth $75,357,000 after buying an additional 35,792 shares during the period. American Century Companies Inc. boosted its stake in EPR Properties by 12.6% in the 2nd quarter. American Century Companies Inc. now owns 1,229,799 shares of the real estate investment trust’s stock worth $71,648,000 after buying an additional 137,767 shares during the last quarter. Finally, AQR Capital Management LLC grew 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 valued at $61,887,000 after buying an additional 331,513 shares during the period. Hedge funds and other institutional investors own 74.66% of the company’s stock.

EPR Properties Stock Down 1.0%

EPR opened at $51.89 on Friday. EPR Properties has a 1 year low of $41.75 and a 1 year high of $61.24. The firm has a 50 day moving average price of $53.08 and a 200 day moving average price of $55.06. The company has a debt-to-equity ratio of 1.19, a quick ratio of 7.21 and a current ratio of 7.21. The company has a market cap of $3.95 billion, a PE ratio of 22.66, a price-to-earnings-growth ratio of 3.36 and a beta of 0.90.

EPR Properties (NYSE:EPR) last released its quarterly earnings data on Wednesday, October 29th. The real estate investment trust reported $1.39 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.32 by $0.07. EPR Properties had a net margin of 28.01% and a return on equity of 8.58%. The company had revenue of $182.31 million during the quarter, compared to the consensus estimate of $181.78 million. During the same period in the previous year, the firm earned $1.30 earnings per share. EPR Properties’s revenue for the quarter was up 1.0% on a year-over-year basis. EPR Properties has set its FY 2025 guidance at 5.050-5.130 EPS. Sell-side analysts expect that EPR Properties will post 4.65 earnings per share for the current year.

EPR Properties Dividend Announcement

The business also recently declared a monthly dividend, which will be paid on Monday, December 15th. Investors of record on Friday, November 28th will be issued a $0.295 dividend. This represents a c) annualized dividend and a yield of 6.8%. The ex-dividend date is Friday, November 28th. EPR Properties’s dividend payout ratio is currently 154.59%.

Insider Buying and Selling

In other EPR Properties news, EVP Gregory E. Zimmerman sold 7,500 shares of the business’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $52.25, for a total transaction of $391,875.00. Following the transaction, the executive vice president owned 64,251 shares in the company, valued at $3,357,114.75. The trade was a 10.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders sold 22,500 shares of company stock valued at $1,196,850 over the last 90 days. Company insiders own 2.31% of the company’s stock.

Analysts Set New Price Targets

EPR has been the subject of a number of research analyst reports. JPMorgan Chase & Co. dropped their price objective on shares of EPR Properties from $65.00 to $58.00 and set an “overweight” rating for the company in a research note on Tuesday. Truist Financial boosted their target price on shares of EPR Properties from $55.00 to $57.00 and gave the company a “hold” rating in a report on Tuesday, November 18th. Wall Street Zen lowered shares of EPR Properties from a “buy” rating to a “hold” rating in a research report on Saturday, November 1st. Weiss Ratings reaffirmed a “buy (b)” rating on shares of EPR Properties in a research note on Tuesday. Finally, KeyCorp lowered shares of EPR Properties from an “overweight” rating to a “sector weight” rating in a report on Tuesday, August 19th. One analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $58.36.

EPR Properties 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.