Advisors Capital Management LLC Raises Stake in EPR Properties $EPR

Advisors Capital Management LLC increased its stake in shares of EPR Properties (NYSE:EPR) by 2.2% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 494,409 shares of the real estate investment trust’s stock after purchasing an additional 10,871 shares during the period. Advisors Capital Management LLC owned 0.65% of EPR Properties worth $24,671,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in the stock. Northern Trust Corp raised its holdings in shares of EPR Properties by 84.8% in the 3rd quarter. Northern Trust Corp now owns 1,564,309 shares of the real estate investment trust’s stock valued at $90,746,000 after acquiring an additional 717,734 shares in the last quarter. Schonfeld Strategic Advisors LLC purchased a new stake in shares of EPR Properties in the 3rd quarter valued at about $27,895,000. Invesco Ltd. raised its holdings in shares of EPR Properties by 89.7% in the 3rd quarter. Invesco Ltd. now owns 977,789 shares of the real estate investment trust’s stock valued at $56,722,000 after acquiring an additional 462,354 shares in the last quarter. AQR Capital Management LLC raised its holdings in shares of EPR Properties by 29.2% in the 2nd quarter. AQR Capital Management LLC now owns 1,544,905 shares of the real estate investment trust’s stock valued at $88,693,000 after acquiring an additional 348,908 shares in the last quarter. Finally, Allspring Global Investments Holdings LLC purchased a new stake in shares of EPR Properties in the 3rd quarter valued at about $11,666,000. Hedge funds and other institutional investors own 74.66% of the company’s stock.

Insider Transactions at EPR Properties

In other EPR Properties news, SVP Brian Andrew Moriarty sold 5,000 shares of EPR Properties stock in a transaction on Monday, March 16th. The stock was sold at an average price of $56.44, for a total transaction of $282,200.00. Following the completion of the transaction, the senior vice president owned 13,704 shares in the company, valued at approximately $773,453.76. The trade was a 26.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CAO Tonya L. Mater sold 2,600 shares of the business’s stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $56.50, for a total value of $146,900.00. Following the completion of the sale, the chief accounting officer directly owned 55,859 shares in the company, valued at $3,156,033.50. This trade represents a 4.45% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 26,733 shares of company stock valued at $1,501,001. Company insiders own 0.03% of the company’s stock.

EPR Properties Price Performance

Shares of EPR stock opened at $55.59 on Friday. The firm has a market cap of $4.25 billion, a P/E ratio of 17.00, a P/E/G ratio of 2.50 and a beta of 1.01. EPR Properties has a fifty-two week low of $48.10 and a fifty-two week high of $62.08. The business’s 50 day moving average price is $55.19 and its 200-day moving average price is $53.46. The company has a debt-to-equity ratio of 1.26, a quick ratio of 8.81 and a current ratio of 8.81.

EPR Properties (NYSE:EPR) last issued 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. EPR Properties had a return on equity of 11.81% and a net margin of 38.27%.The firm had revenue of $182.95 million for the quarter, compared to analyst estimates of $181.76 million. During the same period last year, the company earned $1.22 EPS. The business’s quarterly revenue was up 3.2% compared to the same quarter last year. EPR Properties has set its FY 2026 guidance at 5.280-5.480 EPS. On average, equities research analysts anticipate that EPR Properties will post 5.2 earnings per share for the current year.

EPR Properties Announces Dividend

The company also recently declared a monthly dividend, which will be paid on Friday, May 15th. Investors of record on Thursday, April 30th will be given a dividend of $0.31 per share. The ex-dividend date is Thursday, April 30th. This represents a c) annualized dividend and a dividend yield of 6.7%. EPR Properties’s payout ratio is currently 113.76%.

Analyst Ratings Changes

Several equities analysts have recently commented on EPR shares. Royal Bank Of Canada increased their price objective on EPR Properties from $58.00 to $59.00 and gave the company a “sector perform” rating in a research report on Friday, March 6th. UBS Group increased their price objective on EPR Properties from $54.00 to $58.00 and gave the company a “neutral” rating in a research report on Monday, March 9th. Raymond James Financial lowered EPR Properties from a “strong-buy” rating to an “outperform” rating and reduced their price objective for the company from $62.00 to $60.00 in a research report on Tuesday, March 17th. Stifel Nicolaus set a $65.50 price objective on EPR Properties in a research report on Thursday, March 5th. Finally, Truist Financial increased their price objective on EPR Properties from $60.00 to $62.00 and gave the company a “hold” rating in a research report on Friday, March 6th. Four analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $59.50.

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.