Impact Partnership Wealth LLC Makes New Investment in EPR Properties $EPR

Impact Partnership Wealth LLC bought a new position in EPR Properties (NYSE:EPR) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 11,693 shares of the real estate investment trust’s stock, valued at approximately $584,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Caitong International Asset Management Co. Ltd acquired a new stake in shares of EPR Properties in the third quarter valued at about $26,000. Strategic Advocates LLC bought a new stake in shares of EPR Properties during the 3rd quarter valued at about $27,000. Atlantic Union Bankshares Corp bought a new stake in shares of EPR Properties during the 3rd quarter valued at about $27,000. Fourth Dimension Wealth LLC boosted its position in shares of EPR Properties by 66.7% during 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 in the last quarter. Finally, KERR FINANCIAL PLANNING Corp bought a new stake in shares of EPR Properties during the 3rd quarter valued at about $36,000. Institutional investors and hedge funds own 74.66% of the company’s stock.

EPR Properties Stock Performance

Shares of EPR opened at $57.08 on Friday. The company has a current ratio of 7.85, a quick ratio of 7.85 and a debt-to-equity ratio of 1.27. The company has a market capitalization of $4.37 billion, a price-to-earnings ratio of 17.67, a PEG ratio of 2.35 and a beta of 1.04. The stock has a 50 day moving average of $55.07 and a 200 day moving average of $54.24. EPR Properties has a 12 month low of $48.10 and a 12 month high of $62.08.

EPR Properties (NYSE:EPR) last issued its quarterly earnings results on Wednesday, May 6th. The real estate investment trust reported $0.74 EPS for the quarter, missing analysts’ consensus estimates of $0.76 by ($0.02). The business had revenue of $181.25 million for the quarter, compared to analysts’ expectations of $150.02 million. EPR Properties had a net margin of 37.50% and a return on equity of 11.68%. The business’s revenue was up 3.6% compared to the same quarter last year. During the same period in the previous year, the business posted $1.21 earnings per share. EPR Properties has set its FY 2026 guidance at 5.370-5.530 EPS. As a group, sell-side analysts forecast that EPR Properties will post 5.2 earnings per share for the current year.

EPR Properties Dividend Announcement

The firm also recently declared a monthly dividend, which will be paid on Monday, June 15th. Investors of record on Friday, May 29th will be given a dividend of $0.31 per share. This represents a c) dividend on an annualized basis and a dividend yield of 6.5%. The ex-dividend date of this dividend is Friday, May 29th. EPR Properties’s dividend payout ratio (DPR) is presently 115.17%.

Insider Activity at EPR Properties

In related news, SVP Brian Andrew Moriarty sold 5,000 shares of the stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $56.44, for a total transaction of $282,200.00. Following the completion of the sale, the senior vice president directly owned 13,704 shares of the company’s stock, valued at approximately $773,453.76. This trade represents a 26.73% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Lisa G. Trimberger sold 3,000 shares of the firm’s stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $57.38, for a total value of $172,140.00. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 19,233 shares of company stock valued at $1,096,826. 0.03% of the stock is owned by insiders.

Analysts Set New Price Targets

Several equities research analysts recently commented on the company. Weiss Ratings restated a “buy (b)” rating on shares of EPR Properties in a research report on Friday, May 22nd. UBS Group raised their target price on EPR Properties from $54.00 to $58.00 and gave the company a “neutral” rating in a report on Monday, March 9th. Raymond James Financial lowered EPR Properties from a “strong-buy” rating to an “outperform” rating and dropped their target price for the company from $62.00 to $60.00 in a report on Tuesday, March 17th. Royal Bank Of Canada raised their target price on EPR Properties from $59.00 to $61.00 and gave the company a “sector perform” rating in a report on Tuesday. Finally, Truist Financial raised their target price on EPR Properties from $60.00 to $62.00 and gave the company a “hold” rating in a report on Friday, March 6th. Four research 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, the stock has an average rating of “Hold” and an average price target of $59.79.

EPR Properties 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.