Hsbc Holdings PLC Has $16.77 Million Stock Position in EPR Properties $EPR

Hsbc Holdings PLC boosted its position in EPR Properties (NYSE:EPR) by 12.7% during the 1st quarter, Holdings Channel reports. The fund owned 335,470 shares of the real estate investment trust’s stock after buying an additional 37,710 shares during the period. Hsbc Holdings PLC’s holdings in EPR Properties were worth $16,772,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Norges Bank acquired a new position in shares of EPR Properties during the fourth quarter worth approximately $82,823,000. Wasatch Advisors LP bought a new position in shares of EPR Properties in the 1st quarter worth $48,633,000. Northern Trust Corp grew its position in EPR Properties by 84.8% in the 3rd 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 during the period. Freestone Grove Partners LP acquired a new stake in EPR Properties in the 4th quarter valued at $30,055,000. Finally, Schonfeld Strategic Advisors LLC bought a new stake in EPR Properties during the 3rd quarter valued at $27,895,000. Institutional investors and hedge funds own 74.66% of the company’s stock.

EPR Properties Trading Down 0.2%

Shares of EPR Properties stock opened at $62.05 on Wednesday. The stock has a fifty day simple moving average of $58.75 and a 200 day simple moving average of $56.35. EPR Properties has a 12-month low of $48.10 and a 12-month high of $63.30. The company has a market capitalization of $4.75 billion, a P/E ratio of 19.21, a price-to-earnings-growth ratio of 2.51 and a beta of 1.02. 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 quarterly earnings results on Wednesday, May 6th. The real estate investment trust reported $0.74 EPS for the quarter, missing analysts’ consensus estimates of $0.76 by ($0.02). EPR Properties had a net margin of 37.50% and a return on equity of 11.68%. The company had revenue of $181.25 million during the quarter, compared to analysts’ expectations of $150.01 million. During the same period in the previous year, the company posted $1.21 earnings per share. The company’s quarterly revenue 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. On average, sell-side analysts anticipate that EPR Properties will post 5.31 earnings per share for the current fiscal year.

EPR Properties Dividend Announcement

The company also recently announced a monthly dividend, which will be paid on Monday, August 17th. Stockholders of record on Friday, July 31st will be issued a $0.31 dividend. The ex-dividend date is Friday, July 31st. This represents a c) annualized dividend and a dividend yield of 6.0%. EPR Properties’s dividend payout ratio is currently 115.17%.

Analysts Set New Price Targets

Several research analysts have weighed in on the stock. Citizens Jmp restated a “market outperform” rating and set a $70.00 price objective on shares of EPR Properties in a report on Thursday, July 2nd. Morgan Stanley upgraded shares of EPR Properties from an “equal weight” rating to an “overweight” rating in a report on Friday, June 12th. UBS Group set a $70.00 target price on shares of EPR Properties in a research report on Thursday, July 2nd. Huntington began coverage on shares of EPR Properties in a report on Wednesday, July 15th. They issued an “outperform” rating and a $65.00 target price on the stock. Finally, Wells Fargo & Company raised their price target on shares of EPR Properties from $60.00 to $61.00 and gave the company an “equal weight” rating in a research report on Wednesday, July 15th. Eight analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, EPR Properties presently has a consensus rating of “Moderate Buy” and a consensus target price of $63.50.

Insider Activity at EPR Properties

In related news, SVP Gwendolyn Mary Johnson sold 1,000 shares of the firm’s stock in a transaction dated Tuesday, July 7th. The shares were sold at an average price of $60.00, for a total transaction of $60,000.00. Following the transaction, the senior vice president directly owned 13,213 shares of the company’s stock, valued at $792,780. This trade represents a 7.04% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.03% of the stock is currently 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.