EPR Properties (NYSE:EPR) Announces FY 2026 Earnings Guidance

EPR Properties (NYSE:EPR) issued an update on its FY 2026 earnings guidance on Friday. The company provided earnings per share guidance of 5.490-5.570 for the period, compared to the consensus EPS estimate of 5.380.

EPR Properties Stock Performance

EPR traded down $0.66 on Friday, hitting $57.68. The company’s stock had a trading volume of 83,992 shares, compared to its average volume of 785,436. The firm has a market cap of $4.42 billion, a P/E ratio of 16.28, a price-to-earnings-growth ratio of 2.15 and a beta of 1.03. EPR Properties has a 12 month low of $48.10 and a 12 month high of $64.97. The company has a quick ratio of 9.51, a current ratio of 9.51 and a debt-to-equity ratio of 1.43. The company’s 50 day simple moving average is $57.33 and its 200-day simple moving average is $57.33.

EPR Properties (NYSE:EPR) last posted its earnings results on Wednesday, October 28th. The real estate investment trust reported $1.22 earnings per share for the quarter, beating analysts’ consensus estimates of $0.83 by $0.39. EPR Properties had a return on equity of 12.80% and a net margin of 38.83%. The business had revenue of $204.10 million during the quarter, compared to analyst estimates of $169.74 million. During the same quarter in the previous year, the firm earned $1.37 EPS. The company’s quarterly revenue was up 12.0% compared to the same quarter last year. Analysts forecast that EPR Properties will post 5.38 EPS for the current year.

EPR Properties Dividend Announcement

The firm also recently declared a monthly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Monday, November 30th will be given a dividend of $0.31 per share. This represents a $3.72 annualized dividend and a yield of 6.4%. The ex-dividend date is Monday, November 30th. EPR Properties’s dividend payout ratio is presently 119.61%.

Analysts Set New Price Targets

Several research firms have recently issued reports on EPR. KeyCorp raised EPR Properties from a “sector weight” rating to an “overweight” rating and set a $70.00 target price on the stock in a research note on Wednesday, August 19th. Wells Fargo & Company dropped their price target on EPR Properties from $61.00 to $56.00 and set an “equal weight” rating for the company in a research note on Monday, October 19th. JPMorgan Chase & Co. lifted their price target on shares of EPR Properties from $62.00 to $65.00 and gave the company an “overweight” rating in a report on Wednesday, September 9th. Citizens Jmp reiterated a “market outperform” rating and issued a $70.00 target price on shares of EPR Properties in a research report on Thursday, July 2nd. Finally, Stifel Nicolaus lowered their target price on EPR Properties from $70.50 to $67.50 and set a “buy” rating for the company in a research report on Thursday. Eight investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, EPR Properties currently has an average rating of “Moderate Buy” and a consensus target price of $65.35.

Insiders Place Their Bets

In other EPR Properties news, CAO Tonya Mater sold 6,692 shares of the business’s stock in a transaction dated 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 in the company, valued at approximately $3,038,028.93. The trade was a 11.98% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, 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 company’s stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $60.57, for a total value of $254,394.00. Following the transaction, the senior vice president directly owned 22,427 shares in the company, valued at $1,358,403.39. This represents a 15.77% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Corporate insiders own 0.03% of the company’s stock.

EPR Properties News Summary

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

• Positive Sentiment: EPR reported third-quarter EPS of $1.22, well above the $0.83 consensus estimate, while revenue of $204.1 million exceeded expectations of $169.7 million and increased 12% year over year. EPR Properties third-quarter earnings report
• Positive Sentiment: Third-quarter adjusted FFO rose to $1.49 per share from $1.39 a year earlier, narrowly beating the $1.47 consensus estimate. FFO is a key profitability measure for REIT investors. EPR Properties FFO and revenue results
• Positive Sentiment: Management raised its FY 2026 EPS guidance to $5.49-$5.57, above the $5.38 analyst consensus. The company also outlined a $675 million-$725 million 2026 investment plan, signaling continued growth investment. EPR 2026 investment plan and guidance
• Positive Sentiment: The $0.31 monthly dividend remains equivalent to $3.72 annually, producing an approximately 6.5% yield and supporting EPR’s appeal to income-oriented investors.
• Neutral Sentiment: Huntington maintained an Outperform rating but reduced its price target to $64 from $66, while Stifel kept a Buy rating and lowered its target to $67.50 from $70.50. The ratings remain supportive, but the cuts suggest more cautious valuation expectations. Huntington EPR price target update
• Negative Sentiment: Although quarterly EPS beat estimates, it declined from $1.37 in the comparable period last year, which may limit enthusiasm about underlying earnings momentum.
• Negative Sentiment: Commentary on EPR’s preferred shares recommends waiting, while REIT dividends can be taxed as ordinary income for some investors, potentially reducing after-tax returns.

About EPR Properties

EPR Properties (NYSE:EPR) is a specialty real estate investment trust that owns and leases experiential real estate. The company focuses on properties designed for entertainment, recreation and leisure activities, including movie theaters, ski resorts, waterparks, attractions, fitness and wellness facilities, and other destination-based venues.

EPR generally leases its properties to operators under long-term, often triple-net lease agreements, under which tenants are typically responsible for property-level operating expenses, maintenance, taxes and insurance.