Versor Investments LP Boosts Stake in EPR Properties $EPR

Versor Investments LP raised its position in EPR Properties (NYSE:EPR) by 39.2% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 34,481 shares of the real estate investment trust’s stock after buying an additional 9,717 shares during the period. Versor Investments LP’s holdings in EPR Properties were worth $1,721,000 as of its most recent filing with the SEC.

Other large investors also recently modified their holdings of the company. Caitong International Asset Management Co. Ltd purchased a new stake in shares of EPR Properties during the 3rd quarter worth approximately $26,000. Atlantic Union Bankshares Corp bought a new position in EPR Properties in the 3rd quarter worth approximately $27,000. Strategic Advocates LLC bought a new position in EPR Properties in the 3rd quarter worth approximately $27,000. True Wealth Design LLC boosted its holdings in EPR Properties by 48.2% in the 4th quarter. True Wealth Design LLC now owns 683 shares of the real estate investment trust’s stock worth $34,000 after buying an additional 222 shares during the period. Finally, KERR FINANCIAL PLANNING Corp bought a new position in EPR Properties in the 3rd quarter worth approximately $36,000. Hedge funds and other institutional investors own 74.66% of the company’s stock.

Insider Buying and Selling

In related news, CAO Tonya L. Mater sold 2,600 shares of EPR Properties stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $56.50, for a total value of $146,900.00. Following the transaction, the chief accounting officer owned 55,859 shares in the company, valued at $3,156,033.50. This trade represents a 4.45% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Lisa G. Trimberger sold 6,633 shares of EPR Properties stock in a transaction on Tuesday, March 10th. The stock was sold at an average price of $57.83, for a total transaction of $383,586.39. Following the completion of the transaction, the director owned 6,586 shares in the company, valued at approximately $380,868.38. The trade was a 50.18% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 19,233 shares of company stock worth $1,096,826 in the last 90 days. 0.03% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several research analysts recently commented on the stock. Stifel Nicolaus set a $65.50 price objective on shares of EPR Properties in a report on Thursday, March 5th. 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. UBS Group raised their price target on shares of EPR Properties from $54.00 to $58.00 and gave the company a “neutral” rating in a report on Monday, March 9th. Raymond James Financial downgraded shares of EPR Properties from a “strong-buy” rating to an “outperform” rating and cut their price target for the company from $62.00 to $60.00 in a report on Tuesday, March 17th. Finally, Royal Bank Of Canada raised their price target on shares of EPR Properties from $58.00 to $59.00 and gave the company a “sector perform” rating in a report on Friday, March 6th. Four research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $59.50.

EPR Properties Stock Performance

EPR Properties stock opened at $58.69 on Tuesday. The firm’s fifty day moving average price is $54.89 and its 200-day moving average price is $53.60. The company has a debt-to-equity ratio of 1.27, a quick ratio of 7.85 and a current ratio of 7.85. The stock has a market cap of $4.49 billion, a P/E ratio of 18.17, a price-to-earnings-growth ratio of 2.58 and a beta of 1.04. EPR Properties has a fifty-two week low of $48.10 and a fifty-two week 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 company had revenue of $181.25 million for the quarter, compared to analysts’ expectations of $150.02 million. EPR Properties had a net margin of 37.50% and a return on equity of 11.68%. The business’s quarterly revenue was up 3.6% compared to the same quarter last year. During the same quarter last year, the business posted $1.21 EPS. EPR Properties has set its FY 2026 guidance at 5.370-5.530 EPS. On average, equities research analysts expect that EPR Properties will post 5.2 earnings per share for the current fiscal year.

EPR Properties Dividend Announcement

The firm also recently announced a monthly dividend, which will be paid on Friday, May 15th. Investors of record on Thursday, April 30th will be given a $0.31 dividend. This represents a c) dividend on an annualized basis and a yield of 6.3%. The ex-dividend date is Thursday, April 30th. EPR Properties’s dividend payout ratio (DPR) is presently 115.17%.

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.