Focus Partners Advisor Solutions LLC Raises Stock Position in EPR Properties $EPR

Focus Partners Advisor Solutions LLC boosted its stake in EPR Properties (NYSE:EPR) by 92.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 25,494 shares of the real estate investment trust’s stock after purchasing an additional 12,228 shares during the period. Focus Partners Advisor Solutions LLC’s holdings in EPR Properties were worth $1,479,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. True Wealth Design LLC boosted its stake in shares of 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 worth $27,000 after buying an additional 230 shares during the last quarter. Atlantic Union Bankshares Corp bought a new position in EPR Properties in the third quarter valued at about $27,000. Loomis Sayles & Co. L P purchased a new position in EPR Properties in the second quarter worth about $32,000. SJS Investment Consulting Inc. grew its stake in shares of EPR Properties by 4,964.7% during the 3rd quarter. SJS Investment Consulting Inc. now owns 861 shares of the real estate investment trust’s stock valued at $50,000 after purchasing an additional 844 shares during the period. Finally, UMB Bank n.a. increased its position in shares of EPR Properties by 39.8% during the 3rd quarter. UMB Bank n.a. now owns 1,039 shares of the real estate investment trust’s stock valued at $60,000 after purchasing an additional 296 shares during the last quarter. 74.66% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on EPR shares. Wells Fargo & Company dropped their price objective on shares of EPR Properties from $56.00 to $54.00 and set an “equal weight” rating on the stock in a report on Tuesday, November 25th. Stifel Nicolaus set a $65.50 price target on shares of EPR Properties in a research note on Thursday. Truist Financial boosted their price objective on shares of EPR Properties from $55.00 to $57.00 and gave the company a “hold” rating in a research report on Tuesday, November 18th. JPMorgan Chase & Co. decreased their target price on EPR Properties from $65.00 to $58.00 and set an “overweight” rating on the stock in a report on Tuesday, December 2nd. Finally, Royal Bank Of Canada reissued a “sector perform” rating and set a $58.00 price target on shares of EPR Properties in a report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $58.36.

Insider Activity at EPR Properties

In other news, EVP Gregory E. Zimmerman sold 7,500 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $53.89, for a total value of $404,175.00. Following the transaction, the executive vice president owned 66,294 shares of the company’s stock, valued at approximately $3,572,583.66. The trade was a 10.16% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 2.31% of the company’s stock.

EPR Properties Price Performance

NYSE:EPR opened at $57.40 on Friday. The company has a quick ratio of 8.81, a current ratio of 8.81 and a debt-to-equity ratio of 1.26. The business’s 50-day simple moving average is $55.19 and its two-hundred day simple moving average is $53.92. The stock has a market cap of $4.39 billion, a PE ratio of 17.55, a P/E/G ratio of 3.54 and a beta of 0.95. EPR Properties has a 52 week low of $41.75 and a 52 week high of $62.08.

EPR Properties (NYSE:EPR) last released its quarterly earnings data 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 firm had revenue of $182.95 million during the quarter, compared to analyst estimates of $181.76 million. EPR Properties had a return on equity of 11.81% and a net margin of 38.27%.The business’s quarterly revenue was up 3.2% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.22 earnings per share. EPR Properties has set its FY 2026 guidance at 5.280-5.480 EPS. As a group, analysts forecast that EPR Properties will post 4.65 EPS for the current fiscal year.

EPR Properties Increases Dividend

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

Key Headlines 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)

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.