Jupiter Asset Management Ltd. Trims Stock Position in EPR Properties $EPR

Jupiter Asset Management Ltd. cut its stake in EPR Properties (NYSE:EPR) by 64.1% in the fourth quarter, Holdings Channel.com reports. The fund owned 69,544 shares of the real estate investment trust’s stock after selling 124,253 shares during the quarter. Jupiter Asset Management Ltd.’s holdings in EPR Properties were worth $3,470,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently bought and sold shares of the company. AlphaQuest LLC lifted its position in EPR Properties by 456.8% in the third quarter. AlphaQuest LLC now owns 39,547 shares of the real estate investment trust’s stock valued at $2,294,000 after acquiring an additional 32,445 shares during the last quarter. Jefferies Financial Group Inc. purchased a new stake in EPR Properties in the third quarter valued at $3,863,000. Allianz Asset Management GmbH lifted its position in EPR Properties by 8.4% in the third quarter. Allianz Asset Management GmbH now owns 435,771 shares of the real estate investment trust’s stock valued at $25,279,000 after acquiring an additional 33,696 shares during the last quarter. JPMorgan Chase & Co. lifted its position in EPR Properties by 27.7% in the third quarter. JPMorgan Chase & Co. now owns 901,813 shares of the real estate investment trust’s stock valued at $52,314,000 after acquiring an additional 195,850 shares during the last quarter. Finally, Elevation Point Wealth Partners LLC lifted its position in EPR Properties by 111,536.0% in the third quarter. Elevation Point Wealth Partners LLC now owns 27,909 shares of the real estate investment trust’s stock valued at $1,627,000 after acquiring an additional 27,884 shares during the last quarter. 74.66% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at EPR Properties

In other news, SVP Brian Andrew Moriarty sold 5,000 shares of the business’s stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $56.44, for a total transaction of $282,200.00. Following the transaction, the senior vice president directly owned 13,704 shares in the company, valued at $773,453.76. The trade was a 26.73% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Lisa G. Trimberger sold 6,633 shares of the business’s stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $57.83, for a total transaction of $383,586.39. Following the transaction, the director owned 6,586 shares in the company, valued at approximately $380,868.38. This trade represents a 50.18% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 19,233 shares of company stock worth $1,096,826 over the last ninety days. 0.03% of the stock is currently owned by company insiders.

EPR Properties Trading Down 1.3%

NYSE EPR opened at $57.08 on Friday. 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 firm has a market cap of $4.37 billion, a PE ratio of 17.67, a P/E/G ratio of 2.35 and a beta of 1.04. EPR Properties has a one year low of $48.10 and a one year high of $62.08. The firm’s fifty day moving average is $55.07 and its two-hundred day moving average is $54.24.

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

EPR Properties Announces Dividend

The company also recently declared a monthly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, May 29th will be paid a dividend of $0.31 per share. This represents a c) dividend on an annualized basis and a dividend yield of 6.5%. The ex-dividend date is Friday, May 29th. EPR Properties’s payout ratio is 115.17%.

Analysts Set New Price Targets

A number of research firms have commented on EPR. Truist Financial lifted their price objective on shares of EPR Properties from $60.00 to $62.00 and gave the company a “hold” rating in a research note on Friday, March 6th. Stifel Nicolaus set a $65.50 price objective on shares of EPR Properties in a research note on Thursday, March 5th. Weiss Ratings restated a “buy (b)” rating on shares of EPR Properties in a research note on Friday, May 22nd. Royal Bank Of Canada lifted their price objective on shares of 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 lifted their price objective on shares of EPR Properties from $54.00 to $58.00 and gave the company a “neutral” rating in a research note on Monday, March 9th. Four analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat.com, EPR Properties currently has an average rating of “Hold” and a consensus 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.