Dimensional Fund Advisors LP Has $47.62 Million Holdings in EPR Properties (NYSE:EPR)

Dimensional Fund Advisors LP trimmed its stake in EPR Properties (NYSE:EPR) by 1.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,075,329 shares of the real estate investment trust’s stock after selling 15,497 shares during the period. Dimensional Fund Advisors LP’s holdings in EPR Properties were worth $47,616,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the stock. Synergy Investment Management LLC acquired a new stake in shares of EPR Properties in the fourth quarter valued at about $27,000. GAMMA Investing LLC boosted its holdings in EPR Properties by 36.6% in the fourth quarter. GAMMA Investing LLC now owns 1,127 shares of the real estate investment trust’s stock valued at $50,000 after acquiring an additional 302 shares during the last quarter. Principal Securities Inc. increased its position in EPR Properties by 54.5% during the 4th quarter. Principal Securities Inc. now owns 1,296 shares of the real estate investment trust’s stock valued at $57,000 after purchasing an additional 457 shares during the period. Brown Brothers Harriman & Co. bought a new position in EPR Properties during the 4th quarter worth approximately $60,000. Finally, EverSource Wealth Advisors LLC lifted its position in shares of EPR Properties by 51.8% in the 4th quarter. EverSource Wealth Advisors LLC now owns 1,530 shares of the real estate investment trust’s stock worth $68,000 after purchasing an additional 522 shares during the period. 74.66% of the stock is owned by institutional investors.

Insider Buying and Selling

In other news, SVP Brian Andrew Moriarty sold 2,500 shares of the business’s stock in a transaction that occurred on Monday, March 17th. The stock was sold at an average price of $51.99, for a total value of $129,975.00. Following the transaction, the senior vice president now owns 15,299 shares in the company, valued at $795,395.01. The trade was a 14.05 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Gwendolyn Mary Johnson sold 3,900 shares of the stock in a transaction that occurred on Monday, March 3rd. The shares were sold at an average price of $54.02, for a total value of $210,678.00. Following the sale, the senior vice president now directly owns 8,216 shares of the company’s stock, valued at $443,828.32. The trade was a 32.19 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 9,520 shares of company stock worth $502,581. 2.31% of the stock is owned by corporate insiders.

EPR Properties Price Performance

Shares of NYSE:EPR opened at $49.90 on Friday. EPR Properties has a twelve month low of $39.87 and a twelve month high of $54.25. The stock’s 50 day moving average is $50.15 and its 200-day moving average is $47.44. The company has a quick ratio of 7.81, a current ratio of 7.81 and a debt-to-equity ratio of 1.19. The firm has a market capitalization of $3.80 billion, a price-to-earnings ratio of 21.60 and a beta of 1.30.

EPR Properties (NYSE:EPR) last released its quarterly earnings data on Wednesday, February 26th. The real estate investment trust reported $1.22 earnings per share for the quarter, topping the consensus estimate of $0.66 by $0.56. The firm had revenue of $149.12 million for the quarter, compared to the consensus estimate of $161.25 million. EPR Properties had a net margin of 28.87% and a return on equity of 8.22%. Sell-side analysts forecast that EPR Properties will post 4.65 EPS for the current fiscal year.

EPR Properties Dividend Announcement

The business also recently announced a apr 25 dividend, which will be paid on Thursday, May 15th. Investors of record on Wednesday, April 30th will be given a dividend of $0.295 per share. The ex-dividend date is Wednesday, April 30th. This represents a dividend yield of 7.3%. EPR Properties’s payout ratio is 221.25%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on the stock. Truist Financial lifted their target price on shares of EPR Properties from $51.00 to $53.00 and gave the stock a “hold” rating in a research note on Monday, March 24th. Wells Fargo & Company boosted their price objective on EPR Properties from $45.00 to $52.00 and gave the company an “underweight” rating in a research note on Monday, March 10th. Royal Bank of Canada raised their target price on EPR Properties from $50.00 to $58.00 and gave the stock an “outperform” rating in a research note on Thursday, March 6th. Finally, Stifel Nicolaus boosted their price target on EPR Properties from $51.00 to $52.00 and gave the company a “hold” rating in a research note on Thursday, February 27th. Two analysts have rated the stock with a sell rating, five have assigned a hold rating, two have assigned a buy rating and one has issued a strong buy rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $51.00.

EPR Properties Profile

EPR Properties (NYSE:EPR) is the leading diversified experiential net lease real estate investment trust (REIT), specializing in select enduring experiential properties in the real estate industry. We focus on real estate venues that create value by facilitating out of home leisure and recreation experiences where consumers choose to spend their discretionary time and money.