EPR Properties (NYSE:EPR) Announces FY 2026 Earnings Guidance

EPR Properties (NYSE:EPR) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share guidance of 5.490-5.570 for the period, compared to the consensus EPS estimate of 5.380.

Wall Street Analyst Weigh In

A number of research firms have recently commented on EPR. UBS Group set a $70.00 price objective on EPR Properties in a research note on Thursday, July 2nd. JPMorgan Chase & Co. upped their target price on EPR Properties from $62.00 to $65.00 and gave the company an “overweight” rating in a report on Wednesday, September 9th. KeyCorp raised shares of EPR Properties from a “sector weight” rating to an “overweight” rating and set a $70.00 price objective on the stock in a research report on Wednesday, August 19th. Citigroup downgraded EPR Properties from a “market outperform” rating to a “hold” rating in a report on Wednesday, October 14th. Finally, Wells Fargo & Company reduced their target price on shares of EPR Properties from $61.00 to $56.00 and set an “equal weight” rating for the company in a research note on Monday, October 19th. Eight research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, EPR Properties presently has a consensus rating of “Moderate Buy” and an average price target of $65.35.

EPR Properties Stock Performance

EPR opened at $58.23 on Friday. EPR Properties has a 52-week low of $48.10 and a 52-week high of $64.97. The firm has a market capitalization of $4.46 billion, a PE ratio of 16.45, a PEG ratio of 2.15 and a beta of 1.03. The business’s 50-day simple moving average is $57.33 and its 200 day simple moving average is $57.33. The company has a debt-to-equity ratio of 1.43, a quick ratio of 9.51 and a current ratio of 9.51.

EPR Properties (NYSE:EPR) last released its quarterly earnings data on Wednesday, October 28th. The real estate investment trust reported $1.22 EPS for the quarter, beating the consensus estimate of $0.83 by $0.39. EPR Properties had a net margin of 38.83% and a return on equity of 12.80%. The firm had revenue of $204.10 million for the quarter, compared to the consensus estimate of $169.74 million. During the same period in the previous year, the company earned $1.37 earnings per share. The company’s quarterly revenue was up 12.0% on a year-over-year basis. As a group, sell-side analysts expect that EPR Properties will post 5.38 earnings per share for the current fiscal year.

EPR Properties Announces Dividend

The company also recently declared a monthly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, November 30th will be issued a dividend of $0.31 per share. This represents a $3.72 dividend on an annualized basis and a dividend yield of 6.4%. The ex-dividend date of this dividend is Monday, November 30th. EPR Properties’s dividend payout ratio is 119.61%.

Insider Transactions at EPR Properties

In other EPR Properties news, SVP Elizabeth Grace sold 4,200 shares of the firm’s stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $60.57, for a total value of $254,394.00. Following the completion of the sale, the senior vice president directly owned 22,427 shares in the company, valued at approximately $1,358,403.39. This trade represents a 15.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Tonya L. Mater sold 6,692 shares of the firm’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $61.79, for a total transaction of $413,498.68. Following the completion of the transaction, the chief accounting officer directly owned 49,167 shares in the company, valued at $3,038,028.93. This trade represents a 11.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.03% of the stock is owned by corporate insiders.

Key EPR Properties News

Here are the key news stories impacting EPR Properties this week:

• Positive Sentiment: Quarterly results exceeded expectations. EPR reported third-quarter revenue of $204.1 million, up 12% year over year, while earnings per share of $1.22 surpassed the $0.83 consensus estimate. Adjusted funds from operations (FFO) came in at $1.49 per share versus the $1.47 consensus and $1.39 a year earlier. EPR Properties Reports Third-Quarter Results
• Positive Sentiment: Management raised 2026 guidance. EPR increased its adjusted FFO outlook to $5.49-$5.57 per share, signaling confidence in the portfolio’s cash-generation outlook. EPR Raises FFO Outlook
• Positive Sentiment: Planned investment increased. EPR outlined a $675 million-$725 million 2026 investment plan, potentially supporting future property growth and FFO expansion. EPR Increases 2026 Earnings Guidance
• Positive Sentiment: Income appeal remains significant. EPR declared its regular $0.31 monthly dividend, equal to $3.72 annually and a reported 6.5% yield, which may support demand among income-focused investors. EPR Dividend Information
• Neutral Sentiment: Analyst sentiment remains constructive but valuation targets were reduced. Huntington cut its target to $64 from $66 while maintaining an Outperform rating, and Stifel lowered its target to $67.50 from $70.50 but retained a Buy rating. The revised targets still imply upside from the reference price. Huntington Adjusts EPR Price Target
• Negative Sentiment: Some valuation caution remains. One analysis suggested EPR could be modestly undervalued after the results, while another recommended waiting before buying its high-yield preferred shares. These views could limit enthusiasm after the earnings-driven move. EPR Could Be Undervalued

EPR Properties Company Profile

EPR Properties (NYSE:EPR) is a specialty real estate investment trust that owns and leases experiential real estate. The company focuses on properties designed for entertainment, recreation and leisure activities, including movie theaters, ski resorts, waterparks, attractions, fitness and wellness facilities, and other destination-based venues.

EPR generally leases its properties to operators under long-term, often triple-net lease agreements, under which tenants are typically responsible for property-level operating expenses, maintenance, taxes and insurance.