Universal Beteiligungs und Servicegesellschaft mbH Reduces Position in EPR Properties $EPR

Universal Beteiligungs und Servicegesellschaft mbH lowered its stake in EPR Properties (NYSE:EPR) by 43.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 131,447 shares of the real estate investment trust’s stock after selling 99,154 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH owned 0.17% of EPR Properties worth $7,625,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the stock. Chicago Partners Investment Group LLC raised its stake in EPR Properties by 51.6% in the 3rd quarter. Chicago Partners Investment Group LLC now owns 14,496 shares of the real estate investment trust’s stock worth $841,000 after acquiring an additional 4,937 shares during the last quarter. Inscription Capital LLC raised its stake in shares of EPR Properties by 71.7% in the third quarter. Inscription Capital LLC now owns 13,401 shares of the real estate investment trust’s stock worth $777,000 after purchasing an additional 5,595 shares during the last quarter. Wealth Enhancement Advisory Services LLC lifted its holdings in shares of EPR Properties by 4.2% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 27,361 shares of the real estate investment trust’s stock worth $1,507,000 after purchasing an additional 1,092 shares during the period. Sequoia Financial Advisors LLC purchased a new stake in EPR Properties in the third quarter valued at approximately $217,000. Finally, Evergreen Capital Management LLC increased its holdings in EPR Properties by 16.8% in the 3rd quarter. Evergreen Capital Management LLC now owns 7,008 shares of the real estate investment trust’s stock worth $407,000 after buying an additional 1,008 shares during the period. 74.66% of the stock is owned by hedge funds and other institutional investors.

EPR Properties Trading Down 1.3%

EPR stock opened at $54.14 on Monday. EPR Properties has a 52-week low of $41.75 and a 52-week high of $61.24. The company has a quick ratio of 7.21, a current ratio of 7.21 and a debt-to-equity ratio of 1.19. The firm has a market cap of $4.12 billion, a P/E ratio of 23.64, a PEG ratio of 3.21 and a beta of 0.94. The company’s 50-day simple moving average is $51.74 and its 200-day simple moving average is $53.80.

EPR Properties (NYSE:EPR) last issued its quarterly earnings results on Wednesday, October 29th. The real estate investment trust reported $1.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.32 by $0.07. EPR Properties had a return on equity of 8.58% and a net margin of 28.01%.The company had revenue of $182.31 million for the quarter, compared to the consensus estimate of $181.78 million. During the same quarter in the prior year, the business posted $1.30 earnings per share. EPR Properties’s revenue for the quarter was up 1.0% on a year-over-year basis. EPR Properties has set its FY 2025 guidance at 5.050-5.130 EPS. As a group, equities analysts forecast that EPR Properties will post 4.65 EPS for the current fiscal year.

EPR Properties Dividend Announcement

The business also recently disclosed a monthly dividend, which will be paid on Tuesday, February 17th. Shareholders of record on Friday, January 30th will be given a dividend of $0.295 per share. The ex-dividend date is Friday, January 30th. This represents a c) dividend on an annualized basis and a yield of 6.5%. EPR Properties’s dividend payout ratio is currently 154.59%.

Insider Transactions at EPR Properties

In other news, EVP Gregory E. Zimmerman sold 7,500 shares of EPR Properties stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $52.25, for a total value of $391,875.00. Following the sale, the executive vice president owned 64,251 shares in the company, valued at $3,357,114.75. This trade represents a 10.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 2.31% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several analysts have recently commented on EPR shares. Wall Street Zen downgraded shares of EPR Properties from a “buy” rating to a “hold” rating in a report on Saturday, November 1st. Wells Fargo & Company decreased their target price on shares of EPR Properties from $56.00 to $54.00 and set an “equal weight” rating for the company in a research report on Tuesday, November 25th. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of EPR Properties in a research report on Monday, December 29th. JPMorgan Chase & Co. decreased their price objective on EPR Properties from $65.00 to $58.00 and set an “overweight” rating for the company in a report on Tuesday, December 2nd. Finally, Truist Financial raised their target price on EPR Properties from $55.00 to $57.00 and gave the stock a “hold” rating in a report on Tuesday, November 18th. One equities research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, EPR Properties presently has a consensus rating of “Moderate Buy” and an average target price of $58.36.

About EPR Properties

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.