New Age Alpha Advisors LLC Has $2.43 Million Stock Holdings in EPR Properties $EPR

New Age Alpha Advisors LLC lessened its holdings in EPR Properties (NYSE:EPR) by 39.9% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 48,599 shares of the real estate investment trust’s stock after selling 32,309 shares during the period. New Age Alpha Advisors LLC’s holdings in EPR Properties were worth $2,425,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the business. Jefferies Financial Group Inc. raised its position in EPR Properties by 4.3% in the fourth quarter. Jefferies Financial Group Inc. now owns 69,462 shares of the real estate investment trust’s stock worth $3,466,000 after purchasing an additional 2,862 shares in the last quarter. LSV Asset Management raised its position in EPR Properties by 7.5% in the fourth quarter. LSV Asset Management now owns 1,365,358 shares of the real estate investment trust’s stock worth $68,131,000 after purchasing an additional 95,200 shares in the last quarter. Global Retirement Partners LLC raised its position in EPR Properties by 6.1% in the fourth quarter. Global Retirement Partners LLC now owns 3,856 shares of the real estate investment trust’s stock worth $192,000 after purchasing an additional 221 shares in the last quarter. Midwest Professional Planners LTD. raised its position in EPR Properties by 5.3% in the fourth quarter. Midwest Professional Planners LTD. now owns 37,188 shares of the real estate investment trust’s stock worth $1,856,000 after purchasing an additional 1,864 shares in the last quarter. Finally, Larson Financial Group LLC raised its position in EPR Properties by 134.1% in the fourth quarter. Larson Financial Group LLC now owns 653 shares of the real estate investment trust’s stock worth $33,000 after purchasing an additional 374 shares in the last quarter. Institutional investors and hedge funds own 74.66% of the company’s stock.

Insider Transactions at EPR Properties

In other news, Director Lisa G. Trimberger sold 3,000 shares of the firm’s stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $57.38, for a total transaction of $172,140.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Brian Andrew Moriarty sold 5,000 shares of the stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $56.44, for a total transaction of $282,200.00. Following the sale, the senior vice president directly 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 SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 19,233 shares of company stock valued at $1,096,826. Corporate insiders own 0.03% of the company’s stock.

EPR Properties Stock Performance

NYSE EPR opened at $59.18 on Wednesday. The firm has a market cap of $4.53 billion, a price-to-earnings ratio of 18.32, a PEG ratio of 2.42 and a beta of 1.04. The company has a 50 day moving average of $54.97 and a 200-day moving average of $54.11. The company has a current ratio of 7.85, a quick ratio of 7.85 and a debt-to-equity ratio of 1.27. EPR Properties has a 1-year low of $48.10 and a 1-year high of $62.08.

EPR Properties (NYSE:EPR) last posted its quarterly earnings data on Wednesday, May 6th. The real estate investment trust reported $0.74 earnings per share for the quarter, missing the consensus estimate of $0.76 by ($0.02). The firm had revenue of $181.25 million for the quarter, compared to analyst estimates of $150.02 million. EPR Properties had a return on equity of 11.68% and a net margin of 37.50%.The business’s quarterly revenue was up 3.6% on a year-over-year basis. During the same period in the previous year, the business posted $1.21 EPS. EPR Properties has set its FY 2026 guidance at 5.370-5.530 EPS. On average, equities analysts forecast that EPR Properties will post 5.2 earnings per share for the current fiscal year.

EPR Properties Announces Dividend

The company also recently disclosed a monthly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, May 29th will be issued a dividend of $0.31 per share. The ex-dividend date of this dividend is Friday, May 29th. This represents a c) annualized dividend and a dividend yield of 6.3%. EPR Properties’s dividend payout ratio (DPR) is presently 115.17%.

Analysts Set New Price Targets

Several research firms recently issued reports on EPR. Raymond James Financial lowered shares of EPR Properties from a “strong-buy” rating to an “outperform” rating and dropped their price target for the stock from $62.00 to $60.00 in a research report on Tuesday, March 17th. Stifel Nicolaus set a $65.50 price target on shares of EPR Properties in a research report on Thursday, March 5th. Weiss Ratings reissued a “buy (b)” rating on shares of EPR Properties in a research report on Friday. Royal Bank Of Canada raised their price objective on shares of EPR Properties from $59.00 to $61.00 and gave the stock a “sector perform” rating in a report on Tuesday. Finally, Truist Financial raised their price objective on shares of EPR Properties from $60.00 to $62.00 and gave the stock a “hold” rating in a report on Friday, March 6th. Four investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $59.79.

EPR Properties 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.