Sequoia Financial Advisors LLC Has $906,000 Holdings in EPR Properties $EPR

Sequoia Financial Advisors LLC raised its holdings in EPR Properties (NYSE:EPR) by 93.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 18,130 shares of the real estate investment trust’s stock after acquiring an additional 8,750 shares during the period. Sequoia Financial Advisors LLC’s holdings in EPR Properties were worth $906,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of EPR. State Street Corp boosted its stake in shares of EPR Properties by 1.7% in the 2nd quarter. State Street Corp now owns 4,009,669 shares of the real estate investment trust’s stock valued at $234,760,000 after purchasing an additional 66,562 shares in the last quarter. Norges Bank bought a new position in EPR Properties in the 4th quarter valued at approximately $82,823,000. Geode Capital Management LLC lifted its stake in EPR Properties by 1.7% in the 4th quarter. Geode Capital Management LLC now owns 1,584,394 shares of the real estate investment trust’s stock valued at $79,077,000 after purchasing an additional 26,590 shares during the last quarter. Northern Trust Corp boosted its position in EPR Properties by 84.8% in the third quarter. Northern Trust Corp now owns 1,564,309 shares of the real estate investment trust’s stock valued at $90,746,000 after buying an additional 717,734 shares in the last quarter. Finally, AQR Capital Management LLC grew its stake in shares of EPR Properties by 29.2% during the second quarter. AQR Capital Management LLC now owns 1,544,905 shares of the real estate investment trust’s stock worth $88,693,000 after buying an additional 348,908 shares during the last quarter. Institutional investors and hedge funds own 74.66% of the company’s stock.

EPR Properties Price Performance

Shares of NYSE:EPR opened at $62.17 on Friday. The company has a debt-to-equity ratio of 1.27, a quick ratio of 7.85 and a current ratio of 7.85. EPR Properties has a 52 week low of $48.10 and a 52 week high of $63.30. The firm has a market cap of $4.76 billion, a PE ratio of 19.25, a price-to-earnings-growth ratio of 2.52 and a beta of 1.02. The firm’s fifty day moving average is $58.60 and its 200-day moving average is $56.15.

EPR Properties (NYSE:EPR) last posted its quarterly earnings data on Wednesday, May 6th. The real estate investment trust reported $0.74 earnings per share for the quarter, missing analysts’ consensus estimates of $0.76 by ($0.02). The company had revenue of $181.25 million during the quarter, compared to analyst estimates of $150.01 million. EPR Properties had a net margin of 37.50% and a return on equity of 11.68%. The business’s revenue for the quarter was up 3.6% on a year-over-year basis. During the same quarter in the previous year, the company earned $1.21 earnings per share. EPR Properties has set its FY 2026 guidance at 5.370-5.530 EPS. Sell-side analysts predict that EPR Properties will post 5.31 earnings per share for the current year.

EPR Properties Announces Dividend

The business also recently declared a monthly dividend, which will be paid on Monday, August 17th. Stockholders of record on Friday, July 31st will be paid a $0.31 dividend. The ex-dividend date of this dividend is Friday, July 31st. This represents a c) annualized dividend and a dividend yield of 6.0%. EPR Properties’s dividend payout ratio is presently 115.17%.

Insider Activity

In other news, SVP Gwendolyn Mary Johnson sold 2,000 shares of the firm’s stock in a transaction dated Tuesday, June 23rd. The stock was sold at an average price of $58.11, for a total transaction of $116,220.00. Following the completion of the transaction, the senior vice president directly owned 14,213 shares in the company, valued at $825,917.43. This trade represents a 12.34% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.03% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on EPR shares. Morgan Stanley upgraded shares of EPR Properties from an “equal weight” rating to an “overweight” rating in a report on Friday, June 12th. UBS Group set a $70.00 target price on EPR Properties in a report on Thursday, July 2nd. Huntington started coverage on EPR Properties in a research report on Wednesday. They issued an “outperform” rating and a $65.00 target price for the company. Wells Fargo & Company lifted their price target on EPR Properties from $60.00 to $61.00 and gave the company an “equal weight” rating in a research note on Wednesday. Finally, Royal Bank Of Canada lifted their price target on EPR Properties from $59.00 to $61.00 and gave the company a “sector perform” rating in a research note on Tuesday, May 26th. Eight analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $63.50.

About EPR Properties

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.