EPR Properties $EPR Stake Raised by Hennion & Walsh Asset Management Inc.

Hennion & Walsh Asset Management Inc. boosted its holdings in shares of EPR Properties (NYSE:EPR) by 184.9% in the fourth quarter, HoldingsChannel reports. The fund owned 22,409 shares of the real estate investment trust’s stock after buying an additional 14,543 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in EPR Properties were worth $1,118,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of EPR. True Wealth Design LLC boosted its holdings in shares of EPR Properties by 48.2% during the fourth quarter. True Wealth Design LLC now owns 683 shares of the real estate investment trust’s stock worth $34,000 after purchasing an additional 222 shares during the period. Family Wealth Partners LLC increased its stake in EPR Properties by 2.0% in the 4th quarter. Family Wealth Partners LLC now owns 11,422 shares of the real estate investment trust’s stock valued at $570,000 after buying an additional 229 shares during the period. Sumitomo Mitsui Trust Group Inc. increased its stake in EPR Properties by 0.3% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 83,395 shares of the real estate investment trust’s stock valued at $4,838,000 after buying an additional 241 shares during the period. Wincap Financial LLC lifted its position in EPR Properties by 1.7% in the 4th quarter. Wincap Financial LLC now owns 15,575 shares of the real estate investment trust’s stock worth $777,000 after buying an additional 258 shares in the last quarter. Finally, Rossby Financial LCC lifted its position in EPR Properties by 16.7% in the 3rd quarter. Rossby Financial LCC now owns 1,843 shares of the real estate investment trust’s stock worth $107,000 after buying an additional 264 shares in the last quarter. Hedge funds and other institutional investors own 74.66% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on EPR. Truist Financial upped their price target on shares of EPR Properties from $60.00 to $62.00 and gave the stock a “hold” rating in a research note on Friday, March 6th. UBS Group boosted 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. Stifel Nicolaus set a $65.50 target price on EPR Properties in a research note on Thursday, March 5th. Royal Bank Of Canada upped their target price on EPR Properties from $58.00 to $59.00 and gave the stock a “sector perform” rating in a research report on Friday, March 6th. Finally, Raymond James Financial lowered EPR Properties from a “strong-buy” rating to an “outperform” rating and reduced their price target for the company from $62.00 to $60.00 in a report on Tuesday, March 17th. Four equities 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 an average target price of $59.50.

EPR Properties Trading Up 1.7%

Shares of NYSE:EPR opened at $51.16 on Friday. The stock has a market capitalization of $3.91 billion, a PE ratio of 15.65, a P/E/G ratio of 3.03 and a beta of 1.01. EPR Properties has a 1 year low of $41.75 and a 1 year high of $62.08. The firm has a fifty day moving average price of $55.35 and a 200 day moving average price of $53.75. The company has a current ratio of 8.81, a quick ratio of 8.81 and a debt-to-equity ratio of 1.26.

EPR Properties (NYSE:EPR) last posted its earnings results on Wednesday, February 25th. The real estate investment trust reported $1.30 earnings per share for the quarter, beating the consensus estimate of $1.29 by $0.01. EPR Properties had a return on equity of 11.81% and a net margin of 38.27%.The company had revenue of $182.95 million for the quarter, compared to analyst estimates of $181.76 million. During the same period last year, the company earned $1.22 earnings per share. The business’s revenue was up 3.2% compared to the same quarter last year. EPR Properties has set its FY 2026 guidance at 5.280-5.480 EPS. Analysts expect that EPR Properties will post 4.65 EPS for the current fiscal year.

EPR Properties Increases Dividend

The business also recently disclosed a monthly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be paid a $0.31 dividend. This represents a c) dividend on an annualized basis and a dividend yield of 7.3%. The ex-dividend date of this dividend is Tuesday, March 31st. This is a positive change from EPR Properties’s previous monthly dividend of $0.30. EPR Properties’s dividend payout ratio (DPR) is 113.76%.

Insider Buying and Selling

In related news, EVP Gregory E. Zimmerman sold 7,500 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $53.89, for a total value of $404,175.00. Following the completion of the sale, the executive vice president directly owned 66,294 shares in the company, valued at approximately $3,572,583.66. The trade was a 10.16% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 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 value of $282,200.00. Following the transaction, the senior vice president owned 13,704 shares in the company, valued at approximately $773,453.76. This trade represents a 26.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 22,133 shares of company stock worth $1,242,101. 2.31% of the stock is currently 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.