LSV Asset Management Boosts Stock Position in EPR Properties $EPR

LSV Asset Management lifted its holdings in EPR Properties (NYSE:EPR) by 7.5% in the fourth quarter, HoldingsChannel reports. The firm owned 1,365,358 shares of the real estate investment trust’s stock after purchasing an additional 95,200 shares during the quarter. LSV Asset Management’s holdings in EPR Properties were worth $68,131,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. State Street Corp grew its holdings in shares of EPR Properties by 1.7% in the second 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. Northern Trust Corp grew its holdings in shares of 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 purchasing an additional 717,734 shares in the last quarter. AQR Capital Management LLC grew its holdings in shares of EPR Properties by 29.2% in the second quarter. AQR Capital Management LLC now owns 1,544,905 shares of the real estate investment trust’s stock valued at $88,693,000 after purchasing an additional 348,908 shares in the last quarter. Dimensional Fund Advisors LP grew its holdings in shares of EPR Properties by 1.4% in the third quarter. Dimensional Fund Advisors LP now owns 1,103,294 shares of the real estate investment trust’s stock valued at $64,000,000 after purchasing an additional 15,667 shares in the last quarter. Finally, Invesco Ltd. grew its holdings in shares of EPR Properties by 89.7% in the third quarter. Invesco Ltd. now owns 977,789 shares of the real estate investment trust’s stock valued at $56,722,000 after purchasing an additional 462,354 shares in the last quarter. 74.66% of the stock is owned by hedge funds and other institutional investors.

EPR Properties Stock Down 0.2%

NYSE:EPR opened at $58.61 on Friday. EPR Properties has a twelve month low of $48.10 and a twelve month high of $62.08. The company has a market cap of $4.48 billion, a price-to-earnings ratio of 18.15, a price-to-earnings-growth ratio of 2.42 and a beta of 1.04. The stock has a fifty day simple moving average of $54.85 and a 200-day simple moving average of $53.96. The company has a current ratio of 7.85, a quick ratio of 7.85 and a debt-to-equity ratio of 1.27.

EPR Properties (NYSE:EPR) last released its earnings results on Wednesday, May 6th. The real estate investment trust reported $0.74 earnings per share for the quarter, missing the consensus estimate of $0.76 by ($0.02). EPR Properties had a return on equity of 11.68% and a net margin of 37.50%.The business had revenue of $181.25 million for the quarter, compared to the consensus estimate of $150.02 million. During the same quarter last year, the business posted $1.21 earnings per share. The firm’s revenue for the quarter was up 3.6% compared to the same quarter last year. EPR Properties has set its FY 2026 guidance at 5.370-5.530 EPS. Analysts anticipate that EPR Properties will post 5.2 EPS for the current year.

EPR Properties Dividend Announcement

The company also recently disclosed a monthly dividend, which will be paid on Monday, June 15th. Investors of record on Friday, May 29th will be issued a $0.31 dividend. This represents a c) annualized dividend and a dividend yield of 6.3%. The ex-dividend date is Friday, May 29th. EPR Properties’s payout ratio is presently 115.17%.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on EPR shares. Royal Bank Of Canada raised their target price on shares of EPR Properties from $58.00 to $59.00 and gave the company a “sector perform” rating in a report on Friday, March 6th. Stifel Nicolaus set a $65.50 target price on shares of EPR Properties in a report on Thursday, March 5th. UBS Group raised their price target on EPR Properties from $54.00 to $58.00 and gave the stock a “neutral” rating in a research report on Monday, March 9th. Truist Financial raised their price target on EPR Properties from $60.00 to $62.00 and gave the stock a “hold” rating in a research report on Friday, March 6th. Finally, Raymond James Financial downgraded EPR Properties from a “strong-buy” rating to an “outperform” rating and lowered their price target for the stock from $62.00 to $60.00 in a research report on Tuesday, March 17th. Four research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, EPR Properties has an average rating of “Hold” and a consensus target price of $59.50.

Insider Activity at EPR Properties

In related news, SVP Brian Andrew Moriarty sold 5,000 shares of EPR Properties stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $56.44, for a total value of $282,200.00. Following the completion of the sale, the senior vice president directly owned 13,704 shares in the company, valued at $773,453.76. The trade was a 26.73% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, Director Lisa G. Trimberger sold 3,000 shares of EPR Properties stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $57.38, for a total value of $172,140.00. The SEC filing for this sale provides additional information. Insiders sold 19,233 shares of company stock worth $1,096,826 over the last three months. 0.03% of the stock is owned by corporate insiders.

EPR Properties Company Profile

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.