Callan Family Office LLC Boosts Stake in EPR Properties $EPR

Callan Family Office LLC increased its holdings in shares of EPR Properties (NYSE:EPR) by 37.6% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,201 shares of the real estate investment trust’s stock after purchasing an additional 1,968 shares during the period. Callan Family Office LLC’s holdings in EPR Properties were worth $420,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also recently made changes to their positions in EPR. Deutsche Bank AG raised its holdings in shares of EPR Properties by 3,816.2% during the first quarter. Deutsche Bank AG now owns 1,874,975 shares of the real estate investment trust’s stock worth $98,642,000 after purchasing an additional 1,827,098 shares during the last quarter. Russell Investments Group Ltd. raised its holdings in shares of EPR Properties by 378.0% during the first quarter. Russell Investments Group Ltd. now owns 821,532 shares of the real estate investment trust’s stock worth $43,221,000 after purchasing an additional 649,675 shares during the last quarter. Wellington Management Group LLP purchased a new position in EPR Properties in the first quarter valued at $21,166,000. Aberdeen Group plc increased its holdings in EPR Properties by 1,361.4% in the first quarter. Aberdeen Group plc now owns 366,765 shares of the real estate investment trust’s stock valued at $19,136,000 after buying an additional 341,668 shares in the last quarter. Finally, AQR Capital Management LLC increased its holdings in EPR Properties by 38.3% in the first quarter. AQR Capital Management LLC now owns 1,195,997 shares of the real estate investment trust’s stock valued at $61,887,000 after buying an additional 331,513 shares in the last quarter. Hedge funds and other institutional investors own 74.66% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on the stock. Royal Bank Of Canada cut shares of EPR Properties from an “outperform” rating to a “sector perform” rating and set a $58.00 price objective for the company. in a report on Monday, August 4th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of EPR Properties in a report on Wednesday, October 8th. Stifel Nicolaus lifted their target price on shares of EPR Properties from $65.00 to $65.50 and gave the company a “buy” rating in a research report on Thursday, July 31st. UBS Group dropped their target price on shares of EPR Properties from $62.00 to $54.00 and set a “neutral” rating on the stock in a research report on Friday, August 15th. Finally, Raymond James Financial lifted their target price on shares of EPR Properties from $57.00 to $62.00 and gave the company a “strong-buy” rating in a research report on Tuesday, August 12th. One analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $59.36.

Insider Buying and Selling

In other EPR Properties news, EVP Gregory E. Zimmerman sold 7,500 shares of EPR Properties stock in a transaction dated Wednesday, October 1st. The shares were sold at an average price of $58.12, for a total transaction of $435,900.00. Following the transaction, the executive vice president directly owned 81,377 shares of the company’s stock, valued at $4,729,631.24. The trade was a 8.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders have sold 22,500 shares of company stock worth $1,248,075 over the last quarter. 2.31% of the stock is owned by insiders.

EPR Properties Price Performance

Shares of EPR stock opened at $55.53 on Thursday. The company has a debt-to-equity ratio of 1.20, a current ratio of 7.77 and a quick ratio of 7.77. The firm’s 50-day moving average is $55.12 and its two-hundred day moving average is $54.42. EPR Properties has a 12 month low of $41.75 and a 12 month high of $61.24. The company has a market capitalization of $4.23 billion, a PE ratio of 27.35, a price-to-earnings-growth ratio of 3.86 and a beta of 1.28.

EPR Properties (NYSE:EPR) last issued its earnings results on Wednesday, July 30th. The real estate investment trust reported $1.24 EPS for the quarter, missing analysts’ consensus estimates of $1.25 by ($0.01). EPR Properties had a return on equity of 7.66% and a net margin of 25.28%.The firm had revenue of $150.35 million for the quarter, compared to analysts’ expectations of $176.50 million. During the same period last year, the firm earned $1.22 earnings per share. EPR Properties’s revenue for the quarter was up 3.7% on a year-over-year basis. EPR Properties has set its FY 2025 guidance at 5.000-5.160 EPS. Analysts predict that EPR Properties will post 4.65 earnings per share for the current year.

EPR Properties Announces Dividend

The company also recently announced a monthly dividend, which was paid on Wednesday, October 15th. Shareholders of record on Tuesday, September 30th were paid a dividend of $0.295 per share. The ex-dividend date of this dividend was Tuesday, September 30th. This represents a c) dividend on an annualized basis and a yield of 6.4%. EPR Properties’s payout ratio is 174.38%.

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.