Strs Ohio Acquires 17,003 Shares of EPR Properties $EPR

Strs Ohio lifted its holdings in shares of EPR Properties (NYSE:EPR) by 953.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,787 shares of the real estate investment trust’s stock after purchasing an additional 17,003 shares during the period. Strs Ohio’s holdings in EPR Properties were worth $937,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the business. State Street Corp boosted its position in shares of EPR Properties by 1.7% during the 2nd quarter. State Street Corp now owns 4,009,669 shares of the real estate investment trust’s stock valued at $234,760,000 after purchasing an additional 66,562 shares in the last quarter. Northern Trust Corp boosted its position in shares of EPR Properties by 84.8% during 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 purchasing an additional 717,734 shares in the last quarter. AQR Capital Management LLC boosted its position in shares of EPR Properties by 29.2% during 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 purchasing an additional 348,908 shares in the last quarter. Dimensional Fund Advisors LP boosted its position in shares of EPR Properties by 1.4% during the 3rd quarter. Dimensional Fund Advisors LP now owns 1,103,294 shares of the real estate investment trust’s stock valued at $64,000,000 after purchasing an additional 15,667 shares in the last quarter. Finally, Invesco Ltd. boosted its position in shares of EPR Properties by 89.7% during the 3rd quarter. Invesco Ltd. now owns 977,789 shares of the real estate investment trust’s stock valued at $56,722,000 after purchasing an additional 462,354 shares in the last quarter. Institutional investors own 74.66% of the company’s stock.

Insider Activity

In other news, SVP Brian Andrew Moriarty sold 5,000 shares of the firm’s stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $56.44, for a total value of $282,200.00. Following the transaction, the senior vice president owned 13,704 shares in the company, valued at $773,453.76. This trade represents a 26.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Lisa G. Trimberger sold 6,633 shares of the firm’s stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $57.83, for a total value of $383,586.39. Following the completion of the transaction, the director owned 6,586 shares in the company, valued at $380,868.38. This represents a 50.18% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 19,233 shares of company stock worth $1,096,826 over the last 90 days. 0.03% of the stock is currently owned by corporate insiders.

EPR Properties Stock Up 2.8%

Shares of NYSE:EPR opened at $57.93 on Friday. The business’s 50 day simple moving average is $54.93 and its two-hundred day simple moving average is $53.55. The firm has a market cap of $4.43 billion, a P/E ratio of 17.93, a PEG ratio of 2.50 and a beta of 1.04. 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 has a 52-week low of $48.10 and a 52-week high of $62.08.

EPR Properties (NYSE:EPR) last posted its earnings results on Wednesday, May 6th. The real estate investment trust reported $0.74 earnings per share for the quarter, missing analysts’ consensus estimates of $0.76 by ($0.02). EPR Properties had a net margin of 37.50% and a return on equity of 11.66%. The company had revenue of $181.25 million during the quarter, compared to the consensus estimate of $150.02 million. During the same quarter in the prior year, the business earned $1.21 EPS. The firm’s revenue for the quarter was up 3.6% compared to the same quarter last year. EPR Properties has set its FY 2026 guidance at 5.370-5.530 EPS. As a group, research analysts forecast that EPR Properties will post 5.2 EPS for the current fiscal year.

EPR Properties Announces Dividend

The business also recently announced a monthly dividend, which will be paid on Friday, May 15th. Stockholders of record on Thursday, April 30th will be issued a $0.31 dividend. This represents a c) dividend on an annualized basis and a dividend yield of 6.4%. The ex-dividend date is Thursday, April 30th. EPR Properties’s dividend payout ratio (DPR) is currently 113.76%.

Key Stories Impacting EPR Properties

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

• Positive Sentiment: Q1 earnings and revenue beat consensus — EPR reported $0.74 EPS (vs. $0.68 est.) and $181.3M revenue (vs. ~$150M est.), driving confidence in near‑term fundamentals. EPR Properties Q1 2026 Earnings Call Summary
• Positive Sentiment: Management raised FY2026 EPS guidance to $5.370–$5.530 (consensus ~5.20) — the outlook lift is likely the biggest catalyst supporting the stock. Company Press Release / Earnings Materials
• Positive Sentiment: Dividend increase announced — management boosted the dividend after a strong Q1, which supports income‑focused investors and REIT valuation. EPR Properties Boosts Dividend Amid Strong Q1 2026 Performance
• Positive Sentiment: Shareholders reelected the full board and approved executive compensation — governance continuity reduces execution risk and removes an overhang. EPR Properties Shareholders Reelect Board and Approve Compensation
• Neutral Sentiment: FFO met estimates at $1.26 — in line with expectations and up from $1.21 a year ago, which is steady but not a surprise. EPR Properties (EPR) Meets Q1 FFO Estimates
• Neutral Sentiment: Earnings call materials and presentation provide color on portfolio trends and strategy; useful for gauging lease/occupancy outlook. EPR Properties 2026 Q1 – Results – Earnings Call Presentation
• Neutral Sentiment: Technical note — the stock recently moved above its 20‑day moving average, signaling short‑term bullish momentum to some traders. EPR Properties (EPR) Just Overtook the 20-Day Moving Average
• Negative Sentiment: Q1 GAAP EPS remains well below last year’s quarter ($0.74 vs. $1.21), reflecting prior-period variability and signaling that year‑over‑year comparisons can still look weak. EPR Q1 Results / Press Release

Wall Street Analyst Weigh In

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