EPR Properties (NYSE:EPR) Reaches New 1-Year High After Better-Than-Expected Earnings

EPR Properties (NYSE:EPR)’s share price hit a new 52-week high during mid-day trading on Thursday following a stronger than expected earnings report. The company traded as high as $61.94 and last traded at $61.4050, with a volume of 194622 shares traded. The stock had previously closed at $58.35.

The real estate investment trust reported $1.30 earnings per share for the quarter, beating analysts’ consensus estimates of $1.29 by $0.01. The firm had revenue of $182.95 million for the quarter, compared to analysts’ expectations of $181.76 million. EPR Properties had a return on equity of 8.58% and a net margin of 28.01%.The business’s quarterly revenue was up 3.2% on a year-over-year basis. During the same period in the previous year, the firm earned $1.22 EPS. EPR Properties has set its FY 2026 guidance at 5.280-5.480 EPS.

EPR Properties Increases Dividend

The company 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 $0.31 dividend. This represents a c) dividend on an annualized basis and a dividend yield of 6.0%. This is a boost from EPR Properties’s previous monthly dividend of $0.30. The ex-dividend date of this dividend is Tuesday, March 31st. EPR Properties’s dividend payout ratio is currently 154.59%.

Trending Headlines about EPR Properties

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

• Positive Sentiment: Company raised FY‑2026 EPS guidance to $5.28–$5.48 (well above prior consensus), signaling stronger operating outlook and cash generation — a key driver for the rally. EPR Properties unveils strong 2026 guidance
• Positive Sentiment: Board approved a 5.1% increase to the monthly dividend to $0.31 (annualized yield ~6.4%), reinforcing a shareholder‑friendly income profile that appeals to REIT investors. Ex‑dividend/record dates were announced with payment in April. EPR Properties raises dividend by 5% to $0.31
• Positive Sentiment: Q4 results: EPS $1.30 (vs $1.29 est.) and revenue $182.95M (vs $181.76M est.), with revenue +3.2% YoY — modest beats that support management’s upbeat guidance. Q4 press release
• Positive Sentiment: Portfolio activity: acquisition of three commercial condo units at 180 Broome Street for $34M (includes a climbing gym tenant) reflects capex/deployment into experiential assets that can boost rent growth if demand holds. EPR Properties Buys Three Commercial Condo Units
• Neutral Sentiment: Analyst/preview pieces are dissecting metrics and portfolio mix ahead of earnings, providing context but no immediate catalyst. Zacks Q4 preview
• Negative Sentiment: Portfolio concentration in experiential categories (theaters, entertainment venues) remains a risk if demand softens; several articles question whether experiential growth will fully offset theater headwinds. This is a watchpoint for investors despite the strong guidance. Can experiential growth offset theaters?

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on EPR shares. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $58.00 target price on shares of EPR Properties in a report on Friday, January 30th. Truist Financial upped their price objective on EPR Properties from $55.00 to $57.00 and gave the stock a “hold” rating in a research note 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 research note on Tuesday, December 2nd. Wells Fargo & Company lowered their price target 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. Finally, Wall Street Zen lowered shares of EPR Properties from a “buy” rating to a “hold” rating in a report on Saturday, November 1st. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat, EPR Properties presently has an average rating of “Moderate Buy” and a consensus price target of $58.36.

Insiders Place Their Bets

In other EPR Properties news, EVP Gregory E. Zimmerman sold 7,500 shares of EPR Properties stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $53.89, for a total value of $404,175.00. Following the sale, the executive vice president owned 66,294 shares of the company’s stock, valued at $3,572,583.66. The trade was a 10.16% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. 2.31% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of EPR. Fourth Dimension Wealth LLC raised its stake in EPR Properties by 66.7% during the fourth quarter. Fourth Dimension Wealth LLC now owns 500 shares of the real estate investment trust’s stock valued at $25,000 after purchasing an additional 200 shares in the last quarter. Caitong International Asset Management Co. Ltd bought a new stake in shares of EPR Properties in the 3rd quarter worth about $26,000. True Wealth Design LLC increased its holdings 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 purchased a new stake in shares of EPR Properties during the 3rd quarter valued at about $27,000. Finally, Strategic Advocates LLC bought a new position in shares of EPR Properties in the 3rd quarter valued at about $27,000. 74.66% of the stock is owned by hedge funds and other institutional investors.

EPR Properties Trading Up 5.7%

The company has a 50-day moving average of $54.03 and a 200 day moving average of $53.65. The company has a debt-to-equity ratio of 1.19, a current ratio of 7.21 and a quick ratio of 7.21. The company has a market cap of $4.70 billion, a PE ratio of 26.91, a price-to-earnings-growth ratio of 3.47 and a beta of 0.99.

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.