Optas LLC Sells 11,091 Shares of EPR Properties $EPR

Optas LLC decreased its position in shares of EPR Properties (NYSE:EPR) by 50.6% during the first quarter, according to its most recent filing with the SEC. The firm owned 10,815 shares of the real estate investment trust’s stock after selling 11,091 shares during the period. Optas LLC’s holdings in EPR Properties were worth $540,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in EPR. Y Intercept Hong Kong Ltd bought a new stake in shares of EPR Properties during the first quarter valued at approximately $8,303,000. Strs Ohio grew its stake in EPR Properties by 707.4% in the first quarter. Strs Ohio now owns 151,684 shares of the real estate investment trust’s stock worth $7,578,000 after purchasing an additional 132,897 shares during the period. MQS Management LLC bought a new position in EPR Properties in the first quarter worth $518,000. SJS Investment Consulting Inc. raised its holdings in EPR Properties by 25.5% in the first quarter. SJS Investment Consulting Inc. now owns 979 shares of the real estate investment trust’s stock worth $49,000 after purchasing an additional 199 shares in the last quarter. Finally, Cornerstone Wealth Group LLC purchased a new position in EPR Properties during the first quarter valued at $177,000. Hedge funds and other institutional investors own 74.66% of the company’s stock.

EPR Properties Trading Down 0.2%

NYSE EPR opened at $58.99 on Friday. EPR Properties has a 12 month low of $48.10 and a 12 month high of $62.08. The stock has a market cap of $4.51 billion, a P/E ratio of 18.26, a P/E/G ratio of 2.39 and a beta of 1.02. The stock’s fifty day moving average price is $57.87 and its 200-day moving average price is $55.43. 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 (NYSE:EPR) last issued its quarterly earnings results 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 the consensus estimate of $150.01 million. EPR Properties had a net margin of 37.50% and a return on equity of 11.68%. EPR Properties’s revenue was up 3.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.21 earnings per share. EPR Properties has set its FY 2026 guidance at 5.370-5.530 EPS. As a group, equities analysts forecast that EPR Properties will post 5.31 EPS for the current fiscal year.

EPR Properties Dividend Announcement

The company also recently disclosed a monthly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th will be paid a dividend of $0.31 per share. This represents a c) dividend on an annualized basis and a yield of 6.3%. The ex-dividend date is Tuesday, June 30th. EPR Properties’s dividend payout ratio (DPR) is currently 115.17%.

Insider Activity

In other news, CAO Tonya L. Mater sold 2,600 shares of the stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $56.50, for a total transaction of $146,900.00. Following the sale, the chief accounting officer owned 55,859 shares in the company, valued at $3,156,033.50. This represents a 4.45% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Gwendolyn Mary Johnson sold 2,000 shares of the firm’s stock in a transaction that occurred on Tuesday, June 23rd. The shares were sold at an average price of $58.11, for a total transaction of $116,220.00. Following the sale, the senior vice president directly owned 14,213 shares of the company’s stock, valued at $825,917.43. This trade represents a 12.34% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 6,600 shares of company stock valued at $375,120 over the last ninety days. Corporate insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the stock. Citigroup restated a “market outperform” rating on shares of EPR Properties in a report on Thursday. UBS Group set a $70.00 price target on shares of EPR Properties in a research note on Thursday. Morgan Stanley raised shares of EPR Properties from an “equal weight” rating to an “overweight” rating in a research report on Friday, June 12th. Royal Bank Of Canada boosted their price objective on shares of EPR Properties from $59.00 to $61.00 and gave the stock a “sector perform” rating in a research note on Tuesday, May 26th. Finally, Raymond James Financial cut shares of EPR Properties from a “strong-buy” rating to an “outperform” rating and cut their price objective for the stock from $62.00 to $60.00 in a report on Tuesday, March 17th. Seven investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $63.19.

EPR Properties Company 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.