EPR Properties $EPR Shares Sold by Swedbank AB

Swedbank AB decreased its position in EPR Properties (NYSE:EPR) by 40.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 73,027 shares of the real estate investment trust’s stock after selling 49,980 shares during the quarter. Swedbank AB’s holdings in EPR Properties were worth $3,644,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Caitong International Asset Management Co. Ltd purchased a new position in shares of EPR Properties during the 3rd quarter valued at approximately $26,000. Strategic Advocates LLC purchased a new position in shares of EPR Properties during the 3rd quarter valued at approximately $27,000. Atlantic Union Bankshares Corp purchased a new position in shares of EPR Properties during the 3rd quarter valued at approximately $27,000. Fourth Dimension Wealth LLC boosted its stake in shares of EPR Properties by 66.7% during the 4th quarter. Fourth Dimension Wealth LLC now owns 500 shares of the real estate investment trust’s stock valued at $25,000 after buying an additional 200 shares during the last quarter. Finally, KERR FINANCIAL PLANNING Corp purchased a new position in shares of EPR Properties during the 3rd quarter valued at approximately $36,000. 74.66% of the stock is currently owned by hedge funds and other institutional investors.

EPR Properties Stock Performance

Shares of EPR opened at $59.18 on Wednesday. The business’s fifty day moving average price is $54.97 and its 200 day moving average price is $54.11. EPR Properties has a 12-month low of $48.10 and a 12-month high of $62.08. The stock has a market capitalization of $4.53 billion, a PE ratio of 18.32, a price-to-earnings-growth ratio of 2.42 and a beta of 1.04. The company has a debt-to-equity ratio of 1.27, a current ratio of 7.85 and a quick ratio of 7.85.

EPR Properties (NYSE:EPR) last announced its quarterly earnings data on Wednesday, May 6th. The real estate investment trust reported $0.74 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.76 by ($0.02). EPR Properties had a return on equity of 11.68% and a net margin of 37.50%.The firm had revenue of $181.25 million for the quarter, compared to the consensus estimate of $150.02 million. During the same quarter last year, the business earned $1.21 earnings per share. The business’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. Equities research analysts forecast that EPR Properties will post 5.2 EPS for the current year.

EPR Properties Dividend Announcement

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

Analyst Upgrades and Downgrades

EPR has been the subject of several research analyst reports. Stifel Nicolaus set a $65.50 target price on EPR Properties in a research note on Thursday, March 5th. Raymond James Financial cut EPR Properties from a “strong-buy” rating to an “outperform” rating and reduced their target price for the company from $62.00 to $60.00 in a research note on Tuesday, March 17th. Weiss Ratings reiterated a “buy (b)” rating on shares of EPR Properties in a research note on Friday. Royal Bank Of Canada increased their target price on EPR Properties from $59.00 to $61.00 and gave the company a “sector perform” rating in a research note on Tuesday. Finally, UBS Group increased their target price on EPR Properties from $54.00 to $58.00 and gave the company a “neutral” rating in a research note on Monday, March 9th. Four research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, EPR Properties currently has an average rating of “Hold” and a consensus target price of $59.79.

Insider Buying and Selling

In related news, Director Lisa G. Trimberger sold 6,633 shares of the firm’s stock in a transaction that occurred on Tuesday, March 10th. The stock was sold at an average price of $57.83, for a total value of $383,586.39. Following the sale, the director owned 6,586 shares of the company’s stock, valued at approximately $380,868.38. This trade represents a 50.18% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CAO Tonya L. Mater sold 2,600 shares of the business’s stock in a transaction that occurred 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 of the company’s stock, valued at $3,156,033.50. This represents a 4.45% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 19,233 shares of company stock worth $1,096,826 over the last ninety days. 0.03% of the stock is owned by insiders.

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.