EPR Properties $EPR Stock Holdings Lifted by Oak Thistle LLC

Oak Thistle LLC lifted its position in EPR Properties (NYSE:EPR) by 67.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 37,593 shares of the real estate investment trust’s stock after acquiring an additional 15,192 shares during the period. Oak Thistle LLC’s holdings in EPR Properties were worth $1,876,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. AlphaQuest LLC increased its position in shares of EPR Properties by 456.8% in the third quarter. AlphaQuest LLC now owns 39,547 shares of the real estate investment trust’s stock worth $2,294,000 after acquiring an additional 32,445 shares in the last quarter. Allianz Asset Management GmbH boosted its holdings in shares of EPR Properties by 8.4% during the third quarter. Allianz Asset Management GmbH now owns 435,771 shares of the real estate investment trust’s stock worth $25,279,000 after purchasing an additional 33,696 shares during the period. JPMorgan Chase & Co. boosted its holdings in shares of EPR Properties by 27.7% during the third quarter. JPMorgan Chase & Co. now owns 901,813 shares of the real estate investment trust’s stock worth $52,314,000 after purchasing an additional 195,850 shares during the period. Elevation Point Wealth Partners LLC boosted its holdings in shares of EPR Properties by 111,536.0% during the third quarter. Elevation Point Wealth Partners LLC now owns 27,909 shares of the real estate investment trust’s stock worth $1,627,000 after purchasing an additional 27,884 shares during the period. Finally, Allspring Global Investments Holdings LLC acquired a new stake in shares of EPR Properties during the third quarter worth approximately $11,666,000. 74.66% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research firms recently commented on EPR. Raymond James Financial cut shares of EPR Properties from a “strong-buy” rating to an “outperform” rating and decreased their price target for the stock from $62.00 to $60.00 in a report on Tuesday, March 17th. Royal Bank Of Canada raised their price target on shares of EPR Properties from $58.00 to $59.00 and gave the stock a “sector perform” rating in a report on Friday, March 6th. Truist Financial raised their price target on shares of EPR Properties from $60.00 to $62.00 and gave the stock a “hold” rating in a report on Friday, March 6th. UBS Group raised their price target on shares of EPR Properties from $54.00 to $58.00 and gave the stock a “neutral” rating in a report on Monday, March 9th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of EPR Properties in a report on Monday, December 29th. Four equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $59.50.

EPR Properties Trading Up 1.5%

Shares of EPR stock opened at $53.11 on Thursday. EPR Properties has a 1 year low of $41.75 and a 1 year high of $62.08. The firm’s fifty day simple moving average is $55.29 and its 200 day simple moving average is $53.58. The firm has a market capitalization of $4.06 billion, a P/E ratio of 16.24, a price-to-earnings-growth ratio of 3.13 and a beta of 1.01. The company has a current ratio of 8.81, a quick ratio of 8.81 and a debt-to-equity ratio of 1.26.

EPR Properties (NYSE:EPR) last announced its earnings results on Wednesday, February 25th. The real estate investment trust reported $1.30 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.29 by $0.01. EPR Properties had a net margin of 38.27% and a return on equity of 11.81%. The business had revenue of $182.95 million for the quarter, compared to analyst estimates of $181.76 million. During the same quarter in the previous year, the firm posted $1.22 earnings per share. EPR Properties’s revenue was up 3.2% compared to the same quarter last year. EPR Properties has set its FY 2026 guidance at 5.280-5.480 EPS. As a group, sell-side analysts predict that EPR Properties will post 4.65 EPS for the current year.

EPR Properties Increases Dividend

The business also recently announced a monthly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be given a dividend of $0.31 per share. This represents a c) dividend on an annualized basis and a yield of 7.0%. This is an increase from EPR Properties’s previous monthly dividend of $0.30. The ex-dividend date of this dividend is Tuesday, March 31st. EPR Properties’s payout ratio is presently 113.76%.

Insider Buying and Selling

In related news, SVP Brian Andrew Moriarty sold 5,000 shares of the business’s stock in a transaction on Monday, March 16th. The shares were sold at an average price of $56.44, for a total transaction of $282,200.00. Following the transaction, the senior vice president owned 13,704 shares of the company’s stock, valued at approximately $773,453.76. The trade was a 26.73% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Gregory E. Zimmerman sold 7,500 shares of the business’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $53.89, for a total transaction of $404,175.00. Following the transaction, the executive vice president directly owned 66,294 shares in the company, valued at $3,572,583.66. This trade represents a 10.16% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 22,133 shares of company stock valued at $1,242,101. 2.31% of the stock is owned by company insiders.

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.