•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Advisors Capital Management LLC increased its stake in EPR Properties by 2.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 494,409 shares of the real estate investment trust after purchasing an additional 10,871 shares during the period. Advisors Capital Management LLC held 0.65% of EPR Properties, worth $24,671,000, as of its latest SEC filing.
Other institutional investors also adjusted their positions in EPR Properties. Northern Trust Corp increased its holdings by 84.8% in the third quarter, bringing its stake to 1,564,309 shares valued at $90,746,000 after acquiring an additional 717,734 shares. Schonfeld Strategic Advisors LLC purchased a new stake in the third quarter valued at about $27,895,000.
Invesco Ltd. raised its holdings by 89.7% in the third quarter to 977,789 shares valued at $56,722,000, after acquiring an additional 462,354 shares. AQR Capital Management LLC increased its position by 29.2% in the second quarter, bringing its total to 1,544,905 shares valued at $88,693,000 after adding 348,908 shares. Allspring Global Investments Holdings LLC also purchased a new stake in the third quarter valued at about $11,666,000.
Hedge funds and other institutional investors own 74.66% of the company’s stock.
In other company news, SVP Brian Andrew Moriarty sold 5,000 shares of EPR Properties stock on Monday, March 16. The shares were sold at an average price of $56.44, for total proceeds of $282,200.00. After the transaction, Moriarty owned 13,704 shares, valued at approximately $773,453.76. The sale represented a 26.73% decrease in his ownership.
CAO Tonya L. Mater sold 2,600 shares on Wednesday, April 15 at an average price of $56.50, for total proceeds of $146,900.00. Following the sale, Mater owned 55,859 shares valued at $3,156,033.50. The transaction represented a 4.45% decrease in her ownership. The sale was executed under a pre-arranged Rule 10b5-1 trading plan.
Over the last 90 days, insiders sold 26,733 shares valued at $1,501,001. Company insiders own 0.03% of the stock.
EPR Properties shares opened at $55.59 on Friday. The company has a market capitalization of $4.25 billion. Its valuation metrics include a P/E ratio of 17.00, a P/E/G ratio of 2.50, and a beta of 1.01.
The stock’s 52-week range is $48.10 to $62.08. The 50-day moving average price is $55.19, while the 200-day moving average price is $53.46. EPR Properties reported a debt-to-equity ratio of 1.26, a quick ratio of 8.81, and a current ratio of 8.81.
EPR Properties last issued quarterly earnings data on Wednesday, February 25. The real estate investment trust reported earnings of $1.30 per share for the quarter, topping analysts’ consensus estimates of $1.29 by $0.01. The company reported return on equity of 11.81% and a net margin of 38.27%.
Revenue for the quarter was $182.95 million, compared with analyst estimates of $181.76 million. In the same period last year, EPR Properties earned $1.22 EPS. Quarterly revenue increased 3.2% year over year.
The company set FY 2026 guidance at 5.280–5.480 EPS. Analysts expect EPR Properties to post 5.2 earnings per share for the current year.
EPR Properties declared a monthly dividend to be paid on Friday, May 15. Investors of record as of Thursday, April 30 will receive $0.31 per share. The ex-dividend date is Thursday, April 30. The dividend is described as an annualized dividend and implies a dividend yield of 6.7%. The payout ratio is currently 113.76%.
Analyst coverage on EPR Properties included several recent changes. Royal Bank of Canada increased its price objective from $58.00 to $59.00 and maintained a “sector perform” rating. UBS Group raised its price objective from $54.00 to $58.00 and assigned a “neutral” rating. Raymond James Financial lowered its rating from “strong-buy” to “outperform” and reduced its price objective from $62.00 to $60.00.
Stifel Nicolaus set a $65.50 price objective. Truist Financial increased its price objective from $60.00 to $62.00 and assigned a “hold” rating. Four analysts rated the stock a Buy and five assigned a Hold. Based on MarketBeat data, the consensus rating is “Hold” with an average price target of $59.50.
EPR Properties is a real estate investment trust focused on 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 entertainment, recreation, and education, including movie theaters, ski resorts, family entertainment centers, charter schools, and other consumer-driven venues.
The trust uses long-term, triple-net lease agreements, under which tenants are responsible for real estate taxes, insurance, and maintenance.
Premium gym chains are entering a “golden era” that is ending or already in decline, as rising operating costs collide with shifting consumer preferences toward more flexible, community-based ways to exercise. Long-term memberships are shrinking, margins are pressured by higher rents and facility expenses, and competition from smaller, more personalized…
