EPR Properties (NYSE:EPR) Sets New 52-Week High After Earnings Beat

EPR Properties (NYSE:EPR) reached a new 52-week high during trading on Thursday following a better than expected earnings announcement. The company traded as high as $61.94 and last traded at $61.4050, with a volume of 194622 shares changing hands. The stock had previously closed at $58.35.

The real estate investment trust reported $1.30 EPS for the quarter, topping analysts’ consensus estimates of $1.29 by $0.01. The company had revenue of $182.95 million for the quarter, compared to analysts’ expectations of $181.76 million. EPR Properties had a net margin of 38.27% and a return on equity of 11.82%. The firm’s revenue was up 3.2% compared to the same quarter last year. During the same quarter last year, the business earned $1.22 EPS. EPR Properties has set its FY 2026 guidance at 5.280-5.480 EPS.

EPR Properties Increases Dividend

The firm also recently announced a monthly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be given a dividend of $0.31 per share. 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 6.1%. The ex-dividend date is Tuesday, March 31st. EPR Properties’s dividend payout ratio (DPR) is 108.26%.

Key EPR Properties News

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

• Positive Sentiment: Company raised FY‑2026 EPS guidance to $5.280–$5.480, well above consensus (~$3.82), signaling stronger forward earnings expectations and boosting investor growth visibility. EPR Properties unveils strong 2026 guidance after Q4 2025 revenue beats, earnings in line
• Positive Sentiment: Board raised the monthly dividend to $0.31 (≈6.0% yield), a ~5% increase, which supports income investor demand and signals confidence in cash flow. EPR Properties raises dividend by 5% to $0.31
• Positive Sentiment: Management outlined a $400M–$500M 2026 investment plan to accelerate portfolio diversification (likely into experiential, entertainment, and other specialty real estate), indicating growth deployment and strategic capital allocation. EPR Properties outlines $400M–$500M investment plan for 2026 as portfolio diversification accelerates
• Positive Sentiment: Q4 results: EPS $1.30 (beat by $0.01) and revenue $182.95M (modest beat, +3.2% YoY). Solid margin/ROE metrics and accompanying slide deck/press release supported the headlines. EPR Properties Reports Fourth Quarter and 2025 Year-End Results
• Neutral Sentiment: Full earnings call transcript and prepared remarks provide detail on portfolio mix, lease renewals, and capital deployment — useful for analysts but less market moving than the guidance and dividend actions. EPR Properties (EPR) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst writeups (Zacks, snapshots) compare quarter metrics to estimates and provide context on key ratios — helpful for modeling but largely confirmatory of the company’s announced beat and guidance. Compared to Estimates, EPR Properties (EPR) Q4 Earnings: A Look at Key Metrics
• Negative Sentiment: Industry risk: questions remain about whether growth in “experiential” assets can fully offset legacy theater exposure and cyclical risks in consumer entertainment, which could pressure valuation if consumer spending softens. EPR Properties earnings up next: Can experiential growth offset theaters?
• Negative Sentiment: Some commentary urges reassessment after a strong recent share run — elevated valuation multiples and the stock’s rally raise short‑term profit‑taking risk if future execution or macro conditions disappoint. Is It Time To Reassess EPR Properties (EPR) After Its Strong Recent Share Price Run?

Analyst Upgrades and Downgrades

EPR has been the subject of several research analyst reports. Truist Financial raised their target price on shares of EPR Properties from $55.00 to $57.00 and gave the company a “hold” rating in a research note on Tuesday, November 18th. Wall Street Zen lowered EPR Properties from a “buy” rating to a “hold” rating in a research report on Saturday, November 1st. Wells Fargo & Company reduced their target price 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. 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 research report on Tuesday, December 2nd. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of EPR Properties in a report on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, EPR Properties presently has an average rating of “Moderate Buy” and a consensus price target of $58.36.

Insider Buying and Selling

In other EPR Properties 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 transaction of $404,175.00. Following the transaction, the executive vice president owned 66,294 shares in the company, valued at $3,572,583.66. The trade was a 10.16% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 2.31% of the stock is owned by insiders.

Institutional Trading of EPR Properties

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Goldman Sachs Group Inc. boosted its position in shares of EPR Properties by 1.0% during the first quarter. Goldman Sachs Group Inc. now owns 96,061 shares of the real estate investment trust’s stock valued at $5,054,000 after buying an additional 976 shares during the period. United Services Automobile Association bought a new stake in shares of EPR Properties during the 1st quarter worth approximately $251,000. Empowered Funds LLC boosted its holdings in EPR Properties by 10.1% during the 1st quarter. Empowered Funds LLC now owns 8,746 shares of the real estate investment trust’s stock valued at $460,000 after acquiring an additional 804 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in EPR Properties by 13.4% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 524,883 shares of the real estate investment trust’s stock valued at $27,614,000 after acquiring an additional 61,844 shares during the last quarter. Finally, Focus Partners Wealth grew its position in EPR Properties by 13.6% in the 1st quarter. Focus Partners Wealth now owns 8,861 shares of the real estate investment trust’s stock valued at $466,000 after acquiring an additional 1,062 shares during the last quarter. 74.66% of the stock is owned by hedge funds and other institutional investors.

EPR Properties Stock Performance

The firm has a market cap of $4.63 billion, a PE ratio of 18.60, a price-to-earnings-growth ratio of 3.44 and a beta of 0.99. The business has a 50 day simple moving average of $54.25 and a two-hundred day simple moving average of $53.70. The company has a quick ratio of 7.21, a current ratio of 7.21 and a debt-to-equity ratio of 1.19.

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.