Diversify Advisory Services LLC Lowers Stock Position in EPR Properties $EPR

Diversify Advisory Services LLC cut its position in EPR Properties (NYSE:EPR) by 32.7% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 20,688 shares of the real estate investment trust’s stock after selling 10,047 shares during the quarter. Diversify Advisory Services LLC’s holdings in EPR Properties were worth $1,200,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the business. True Wealth Design LLC boosted its position in EPR Properties by 99.6% in the third 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 last quarter. Sumitomo Mitsui Trust Group Inc. increased its position in shares of EPR Properties by 0.3% in the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 83,395 shares of the real estate investment trust’s stock valued at $4,838,000 after buying an additional 241 shares in the last quarter. Rossby Financial LCC lifted its holdings in EPR Properties by 16.7% during the third quarter. Rossby Financial LCC now owns 1,843 shares of the real estate investment trust’s stock valued at $107,000 after purchasing an additional 264 shares in the last quarter. HUB Investment Partners LLC lifted its stake in EPR Properties by 7.0% in the 3rd quarter. HUB Investment Partners LLC now owns 4,371 shares of the real estate investment trust’s stock valued at $254,000 after buying an additional 285 shares in the last quarter. Finally, Kovack Advisors Inc. boosted its stake in shares of EPR Properties by 3.4% in the third quarter. Kovack Advisors Inc. now owns 8,822 shares of the real estate investment trust’s stock worth $512,000 after acquiring an additional 290 shares during the last quarter. 74.66% of the stock is owned by institutional investors and hedge funds.

EPR Properties Trading Down 0.7%

Shares of EPR Properties stock opened at $57.42 on Wednesday. The company has a fifty day simple moving average of $55.62 and a 200-day simple moving average of $54.01. The stock has a market cap of $4.39 billion, a price-to-earnings ratio of 17.56, a PEG ratio of 3.42 and a beta of 0.95. EPR Properties has a 12-month low of $41.75 and a 12-month high of $62.08. 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 (NYSE:EPR) last announced its earnings results on Wednesday, February 25th. The real estate investment trust reported $1.30 earnings per share (EPS) 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 analyst estimates of $181.76 million. EPR Properties had a net margin of 38.27% and a return on equity of 11.81%. The company’s revenue for the quarter was up 3.2% compared to the same quarter last year. During the same period last year, the firm posted $1.22 earnings per share. EPR Properties has set its FY 2026 guidance at 5.280-5.480 EPS. On average, equities analysts forecast that EPR Properties will post 4.65 EPS for the current fiscal year.

EPR Properties Increases Dividend

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

Analyst Ratings Changes

EPR has been the topic of a number of research reports. Royal Bank Of Canada raised their target price on shares of EPR Properties from $58.00 to $59.00 and gave the stock a “sector perform” rating in a research note on Friday. Truist Financial boosted their price target on shares of EPR Properties from $60.00 to $62.00 and gave the company a “hold” rating in a research note on Friday, March 6th. Wells Fargo & Company dropped their price objective on EPR Properties from $56.00 to $54.00 and set an “equal weight” rating for the company in a research note on Tuesday, November 25th. JPMorgan Chase & Co. lowered their target price 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, UBS Group boosted their price target on shares of EPR Properties from $54.00 to $58.00 and gave the stock a “neutral” rating in a research note on Monday. One research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $59.79.

Key EPR Properties News

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

• Positive Sentiment: EPR closed a deal to acquire Worlds of Fun and other Six Flags parks as part of a $342M multi-park transaction, a sizable addition to its experiential/entertainment portfolio that should boost scale and fee income over time. Worlds of Fun sold to Kansas City-based EPR Properties
• Positive Sentiment: Enchanted Parks, in partnership with EPR, signed a definitive agreement to acquire six regional amusement parks — another push into experiential assets that diversifies cash flows and fits EPR’s strategy of growing fee-bearing, consumer-facing real assets. Enchanted Parks partnership acquisition
• Positive Sentiment: Multiple outlets report EPR expanding its experiential portfolio with the Six Flags park deal — the recurring theme is strategic growth into higher-return experiential assets, which supports FFO/FFO-per-share upside over time if integration goes smoothly. EPR expands experiential portfolio
• Positive Sentiment: Analysts have nudged targets higher: Truist raised its target to $62 (from $60) after boosting FFO estimates, UBS raised its target to $58 (neutral rating), and other coverage lifted the consensus target region — these moves signal modest analyst confidence in near‑term earnings prospects. Truist raises EPR target
• Neutral Sentiment: Benzinga and other pieces aggregate analyst views and valuation commentary; coverage is mixed-to-neutral overall, with some outlets highlighting a recent pullback as a valuation buying opportunity while others emphasize limited near-term upside given consensus “hold/neutral” ratings. What 4 Analyst Ratings Have To Say About EPR
• Neutral Sentiment: Valuation write-ups note a recent share-price pullback and longer-term gains, but still show mixed conclusions depending on assumptions around FFO growth from the new experiential assets; these analyses keep sentiment balanced rather than outright bullish. Assessing EPR Valuation After Pullback

Insiders Place Their Bets

In other EPR Properties news, EVP Gregory E. Zimmerman sold 7,500 shares of the firm’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $53.89, for a total transaction of $404,175.00. Following the sale, the executive vice president directly owned 66,294 shares of the company’s stock, valued at $3,572,583.66. This trade represents a 10.16% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 2.31% of the company’s stock.

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.