Optas LLC Purchases 11,056 Shares of EPR Properties $EPR

Optas LLC raised its position in EPR Properties (NYSE:EPR) by 101.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 21,906 shares of the real estate investment trust’s stock after purchasing an additional 11,056 shares during the period. Optas LLC’s holdings in EPR Properties were worth $1,093,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Caitong International Asset Management Co. Ltd bought a new position in EPR Properties in the 3rd quarter valued at $26,000. True Wealth Design LLC raised its position in shares of EPR Properties by 99.6% during the 3rd quarter. True Wealth Design LLC now owns 461 shares of the real estate investment trust’s stock valued at $27,000 after buying an additional 230 shares in the last quarter. Atlantic Union Bankshares Corp purchased a new stake in shares of EPR Properties during the 3rd quarter valued at $27,000. Strategic Advocates LLC purchased a new stake in shares of EPR Properties during the 3rd quarter valued at $27,000. Finally, KERR FINANCIAL PLANNING Corp purchased a new stake in shares of EPR Properties during the 3rd quarter valued at $36,000. 74.66% of the stock is owned by institutional investors.

EPR Properties Price Performance

Shares of NYSE:EPR opened at $56.93 on Tuesday. The stock has a market cap of $4.36 billion, a PE ratio of 17.41, a PEG ratio of 2.51 and a beta of 1.01. The company’s fifty day moving average is $55.32 and its 200 day moving average is $53.44. EPR Properties has a 52 week low of $48.10 and a 52 week high of $62.08. The company has a quick ratio of 8.81, a current ratio of 8.81 and a debt-to-equity ratio of 1.26.

EPR Properties (NYSE:EPR) last issued its earnings results on Wednesday, February 25th. The real estate investment trust reported $1.30 EPS for the quarter, topping analysts’ consensus estimates of $1.29 by $0.01. The company had revenue of $182.95 million for the quarter, compared to analysts’ expectations of $181.76 million. EPR Properties had a net margin of 38.27% and a return on equity of 11.81%. The firm’s revenue was up 3.2% compared to the same quarter last year. During the same quarter last year, the company earned $1.22 EPS. EPR Properties has set its FY 2026 guidance at 5.280-5.480 EPS. Research analysts anticipate that EPR Properties will post 5.2 earnings per share for the current year.

EPR Properties Dividend Announcement

The firm also recently announced a monthly dividend, which will be paid on Friday, May 15th. Investors of record on Thursday, April 30th will be given a $0.31 dividend. This represents a c) dividend on an annualized basis and a yield of 6.5%. The ex-dividend date is Thursday, April 30th. EPR Properties’s dividend payout ratio (DPR) is presently 113.76%.

Analyst Ratings Changes

Several analysts have recently weighed in on EPR shares. Weiss Ratings restated a “buy (b-)” rating on shares of EPR Properties in a research report on Monday, December 29th. Raymond James Financial cut shares of EPR Properties from a “strong-buy” rating to an “outperform” rating and lowered their price objective for the company from $62.00 to $60.00 in a research report on Tuesday, March 17th. Stifel Nicolaus set a $65.50 price objective on shares of EPR Properties in a research report on Thursday, March 5th. Truist Financial raised their price objective on shares of EPR Properties from $60.00 to $62.00 and gave the company a “hold” rating in a research report on Friday, March 6th. Finally, Royal Bank Of Canada raised their price objective on shares of EPR Properties from $58.00 to $59.00 and gave the company a “sector perform” rating in a research report on Friday, March 6th. Four analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $59.50.

Insider Buying and Selling at EPR Properties

In related news, EVP Gregory E. Zimmerman sold 7,500 shares of EPR Properties stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $53.89, for a total value of $404,175.00. Following the transaction, the executive vice president owned 66,294 shares in the company, valued at $3,572,583.66. This trade represents a 10.16% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Brian Andrew Moriarty sold 5,000 shares of the firm’s stock in a transaction 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 in the company, valued at approximately $773,453.76. This trade represents a 26.73% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 26,733 shares of company stock worth $1,501,001 in the last 90 days. 0.03% 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.