Elo Mutual Pension Insurance Co Acquires Shares of 20,476 EPR Properties $EPR

Elo Mutual Pension Insurance Co acquired a new position in shares of EPR Properties (NYSE:EPR) in the third quarter, according to its most recent disclosure with the SEC. The firm acquired 20,476 shares of the real estate investment trust’s stock, valued at approximately $1,188,000.

A number of other institutional investors have also modified their holdings of EPR. State of Michigan Retirement System raised its stake in shares of EPR Properties by 1.1% during the second quarter. State of Michigan Retirement System now owns 18,289 shares of the real estate investment trust’s stock worth $1,066,000 after purchasing an additional 200 shares during the last quarter. True Wealth Design LLC increased its stake in EPR Properties by 99.6% in the 3rd quarter. True Wealth Design LLC now owns 461 shares of the real estate investment trust’s stock valued at $27,000 after buying an additional 230 shares during the period. Sumitomo Mitsui Trust Group Inc. raised its position in EPR Properties by 0.3% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 83,395 shares of the real estate investment trust’s stock worth $4,838,000 after buying an additional 241 shares during the last quarter. Samalin Investment Counsel LLC raised its position in EPR Properties by 2.1% during the 2nd quarter. Samalin Investment Counsel LLC now owns 12,620 shares of the real estate investment trust’s stock worth $735,000 after buying an additional 263 shares during the last quarter. Finally, Rossby Financial LCC lifted its stake in shares of EPR Properties by 16.7% in the 3rd quarter. Rossby Financial LCC now owns 1,843 shares of the real estate investment trust’s stock worth $107,000 after acquiring an additional 264 shares during the period. Institutional investors and hedge funds own 74.66% of the company’s stock.

Insider Activity

In related news, EVP Gregory E. Zimmerman sold 7,500 shares of the business’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $53.89, for a total value of $404,175.00. Following the sale, the executive vice president directly owned 66,294 shares in the company, valued at $3,572,583.66. The trade was a 10.16% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 2.31% of the stock is owned by company insiders.

Analyst Ratings Changes

EPR has been the topic of a number of recent analyst reports. Weiss Ratings reiterated a “buy (b-)” rating on shares of EPR Properties in a research note on Monday, December 29th. Royal Bank Of Canada reiterated a “sector perform” rating and set a $58.00 target price on shares of EPR Properties in a research report on Friday, January 30th. Truist Financial increased their target price on EPR Properties from $55.00 to $57.00 and gave the stock a “hold” rating in a research note on Tuesday, November 18th. JPMorgan Chase & Co. reduced their price target 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, Wells Fargo & Company dropped their price objective on EPR Properties from $56.00 to $54.00 and set an “equal weight” rating on the stock in a report on Tuesday, November 25th. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $58.36.

EPR Properties Trading Down 3.9%

Shares of EPR Properties stock opened at $57.40 on Friday. The company has a 50-day moving average of $55.19 and a two-hundred day moving average of $53.92. The stock has a market cap of $4.39 billion, a PE ratio of 17.55, a price-to-earnings-growth ratio of 3.54 and a beta of 0.95. The company has a current ratio of 8.81, a quick ratio of 8.81 and a debt-to-equity ratio of 1.26. EPR Properties has a 12-month low of $41.75 and a 12-month high of $62.08.

EPR Properties (NYSE:EPR) last released its quarterly earnings results on Wednesday, February 25th. The real estate investment trust reported $1.30 earnings per share for the quarter, topping analysts’ consensus estimates of $1.29 by $0.01. The business had revenue of $182.95 million for the quarter, compared to analysts’ expectations of $181.76 million. EPR Properties had a return on equity of 11.81% and a net margin of 38.27%.The company’s revenue was up 3.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.22 EPS. EPR Properties has set its FY 2026 guidance at 5.280-5.480 EPS. On average, research analysts anticipate that EPR Properties will post 4.65 EPS for the current fiscal year.

EPR Properties Increases Dividend

The company also recently declared a monthly dividend, which will be paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 31st will be given a $0.31 dividend. This is an increase from EPR Properties’s previous monthly dividend of $0.30. This represents a c) dividend on an annualized basis and a dividend yield of 6.5%. The ex-dividend date is Tuesday, March 31st. EPR Properties’s dividend payout ratio (DPR) is 108.26%.

Key Stories Impacting EPR Properties

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

• Positive Sentiment: EPR agreed to acquire a portfolio of seven regional amusement parks from Six Flags, expanding its attractions footprint and diversifying income away from theaters — a strategic growth move that should boost experiential portfolio scale and cash flow visibility. EPR Properties Announces Definitive Agreements to Acquire Portfolio of Seven Regional Parks
• Positive Sentiment: Reports show the deal value around $331–342M (EPR providing roughly $315M), signaling a meaningful but manageable acquisition size relative to EPR’s market cap and supporting diversification of revenue sources. EPR Properties Announces Definitive Agreements to Acquire Portfolio of Seven Regional Parks
• Positive Sentiment: Market reaction to the Six Flags sale (the seller’s stock jumped) offers third‑party validation that the transaction was expected and priced favorably by the market, which can reduce execution risk perception. Six Flags Entertainment Stock (FUN) Jumps on a $331M Park Sale to EPR Properties
• Neutral Sentiment: EPR presented at Citi’s Miami Global Property CEO Conference — useful for incremental management commentary on strategy and capital allocation, but no headline surprises were reported. EPR Properties (EPR) Presents at Citi’s Miami Global Property CEO Conference 2026 Transcript
• Neutral Sentiment: Coverage pieces highlight EPR’s strong YTD total return and attractive dividend yield, which may support investor interest but are analyst/opinion pieces rather than company-driven catalysts. EPR Properties: While The Market Does Nothing, This High Yielder Is Outperforming
• Negative Sentiment: Analyst commentary flagged concentration risk: theaters still represent a sizable portion of EBITDA (~36%), and concerns that AI/streaming dynamics could pressure theater attendance led to a rating downgrade—this raises the risk that earnings could be more cyclical than investors expect. EPR Properties: The Ride Won’t Last Forever, But I’m Holding (Rating Downgrade)

EPR Properties 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.