Wincap Financial LLC Has $861,000 Stock Holdings in EPR Properties $EPR

Wincap Financial LLC lessened its holdings in shares of EPR Properties (NYSE:EPR) by 5.2% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,776 shares of the real estate investment trust’s stock after selling 804 shares during the quarter. Wincap Financial LLC’s holdings in EPR Properties were worth $861,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. GAMMA Investing LLC increased its stake in shares of EPR Properties by 66.0% in the first quarter. GAMMA Investing LLC now owns 1,871 shares of the real estate investment trust’s stock worth $98,000 after acquiring an additional 744 shares during the last quarter. Wealth Enhancement Advisory Services LLC grew its stake in EPR Properties by 5.5% in the first quarter. Wealth Enhancement Advisory Services LLC now owns 16,109 shares of the real estate investment trust’s stock valued at $848,000 after purchasing an additional 838 shares in the last quarter. Spire Wealth Management increased its position in EPR Properties by 11.5% in the 1st quarter. Spire Wealth Management now owns 2,339 shares of the real estate investment trust’s stock worth $123,000 after purchasing an additional 242 shares during the last quarter. Robeco Institutional Asset Management B.V. acquired a new position in EPR Properties in the 1st quarter worth about $325,000. Finally, Sumitomo Mitsui Trust Group Inc. lifted its holdings in shares of EPR Properties by 1.9% during the 1st quarter. Sumitomo Mitsui Trust Group Inc. now owns 83,936 shares of the real estate investment trust’s stock valued at $4,416,000 after buying an additional 1,591 shares during the last quarter. Institutional investors and hedge funds own 74.66% of the company’s stock.

Insider Transactions at EPR Properties

In other news, EVP Gregory E. Zimmerman sold 7,500 shares of the stock in a transaction on Wednesday, October 1st. The shares were sold at an average price of $58.12, for a total value of $435,900.00. Following the completion of the transaction, the executive vice president owned 81,377 shares in the company, valued at approximately $4,729,631.24. This represents a 8.44% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Over the last 90 days, insiders have sold 22,500 shares of company stock valued at $1,248,075. Insiders own 2.31% of the company’s stock.

EPR Properties Stock Down 0.7%

Shares of EPR opened at $53.44 on Tuesday. The company has a debt-to-equity ratio of 1.20, a quick ratio of 7.77 and a current ratio of 7.77. The company has a 50-day simple moving average of $55.30 and a 200-day simple moving average of $54.88. EPR Properties has a 52 week low of $41.75 and a 52 week high of $61.24. The firm has a market capitalization of $4.07 billion, a P/E ratio of 26.32, a P/E/G ratio of 3.79 and a beta of 1.28.

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

EPR Properties Announces Dividend

The firm also recently declared a monthly dividend, which will be paid on Monday, November 17th. Shareholders of record on Friday, October 31st will be paid a dividend of $0.295 per share. The ex-dividend date is Friday, October 31st. This represents a c) dividend on an annualized basis and a yield of 6.6%. EPR Properties’s payout ratio is currently 174.38%.

Analyst Ratings Changes

Several equities analysts have weighed in on the company. Royal Bank Of Canada lowered EPR Properties from an “outperform” rating to a “sector perform” rating and set a $58.00 target price on the stock. in a report on Monday, August 4th. JPMorgan Chase & Co. increased their price objective on EPR Properties from $56.00 to $65.00 and gave the company an “overweight” rating in a report on Friday, September 12th. Wall Street Zen upgraded EPR Properties from a “hold” rating to a “buy” rating in a report on Saturday, September 13th. Weiss Ratings reiterated a “buy (b)” rating on shares of EPR Properties in a report on Wednesday, October 8th. Finally, Stifel Nicolaus lifted their price target 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. One research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $59.36.

About EPR Properties

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.