Allworth Financial LP Grows Stock Holdings in EPR Properties $EPR

Allworth Financial LP lifted its position in EPR Properties (NYSE:EPR) by 153.6% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,878 shares of the real estate investment trust’s stock after purchasing an additional 1,743 shares during the quarter. Allworth Financial LP’s holdings in EPR Properties were worth $168,000 at the end of the most recent quarter.

Several other institutional investors have also recently modified their holdings of EPR. QRG Capital Management Inc. grew its position in EPR Properties by 15.0% during the second quarter. QRG Capital Management Inc. now owns 93,541 shares of the real estate investment trust’s stock valued at $5,450,000 after acquiring an additional 12,173 shares during the last quarter. Los Angeles Capital Management LLC bought a new stake in EPR Properties in the second quarter worth $1,304,000. Allianz Asset Management GmbH boosted its position in EPR Properties by 22.5% during the second quarter. Allianz Asset Management GmbH now owns 402,075 shares of the real estate investment trust’s stock valued at $23,425,000 after buying an additional 73,929 shares during the period. Assetmark Inc. grew its stake in shares of EPR Properties by 7.1% during the first quarter. Assetmark Inc. now owns 12,642 shares of the real estate investment trust’s stock valued at $665,000 after buying an additional 836 shares during the last quarter. Finally, IFP Advisors Inc increased its holdings in shares of EPR Properties by 92.7% in the second quarter. IFP Advisors Inc now owns 2,466 shares of the real estate investment trust’s stock worth $144,000 after buying an additional 1,186 shares during the period. 74.66% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several brokerages recently weighed in on EPR. Wall Street Zen cut EPR Properties from a “buy” rating to a “hold” rating in a report on Saturday, November 1st. KeyCorp cut shares of EPR Properties from an “overweight” rating to a “sector weight” rating in a report on Tuesday, August 19th. UBS Group decreased 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 note on Friday, August 15th. JPMorgan Chase & Co. increased their price target on shares of EPR Properties from $56.00 to $65.00 and gave the company an “overweight” rating in a research report on Friday, September 12th. Finally, Stifel Nicolaus raised their price target on shares of EPR Properties from $65.00 to $65.50 and gave the stock a “buy” rating in a report on Thursday, July 31st. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $59.64.

Insiders Place Their Bets

In other EPR Properties news, EVP Gregory E. Zimmerman sold 7,500 shares of the company’s stock in a transaction dated Monday, November 3rd. The shares were sold at an average price of $49.21, for a total transaction of $369,075.00. Following the transaction, the executive vice president owned 73,877 shares in the company, valued at approximately $3,635,487.17. This represents a 9.22% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Over the last ninety days, insiders sold 22,500 shares of company stock valued at $1,205,100. 2.31% of the stock is currently owned by insiders.

EPR Properties Stock Performance

Shares of EPR Properties stock opened at $51.05 on Wednesday. The firm has a market capitalization of $3.89 billion, a P/E ratio of 22.29, a P/E/G ratio of 3.67 and a beta of 1.23. The company has a current ratio of 7.77, a quick ratio of 7.77 and a debt-to-equity ratio of 1.20. EPR Properties has a 12 month low of $41.75 and a 12 month high of $61.24. The business has a fifty day simple moving average of $54.22 and a two-hundred day simple moving average of $55.10.

EPR Properties (NYSE:EPR) last released its earnings results on Wednesday, October 29th. The real estate investment trust reported $1.39 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.32 by $0.07. EPR Properties had a net margin of 28.01% and a return on equity of 8.59%. The firm had revenue of $182.31 million during the quarter, compared to analyst estimates of $181.78 million. During the same period last year, the business earned $1.30 earnings per share. The business’s revenue was up 1.0% on a year-over-year basis. EPR Properties has set its FY 2025 guidance at 5.050-5.130 EPS. On average, equities analysts forecast that EPR Properties will post 4.65 earnings per share for the current fiscal year.

EPR Properties Dividend Announcement

The company also recently disclosed a monthly dividend, which will be paid on Monday, December 15th. Investors of record on Friday, November 28th will be issued a $0.295 dividend. This represents a c) dividend on an annualized basis and a yield of 6.9%. The ex-dividend date is Friday, November 28th. EPR Properties’s payout ratio is presently 154.59%.

EPR Properties Company 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.