California State Teachers Retirement System increased its stake in EPR Properties (NYSE:EPR – Free Report) by 27.9% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 92,688 shares of the real estate investment trust’s stock after buying an additional 20,198 shares during the period. California State Teachers Retirement System’s holdings in EPR Properties were worth $4,631,000 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also recently bought and sold shares of the business. Caitong International Asset Management Co. Ltd acquired a new stake in shares of EPR Properties during the 3rd quarter valued at about $26,000. Fourth Dimension Wealth LLC lifted its position in 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 worth $25,000 after buying an additional 200 shares in the last quarter. Transamerica Financial Advisors LLC increased its holdings in shares of EPR Properties by 356.7% in the fourth quarter. Transamerica Financial Advisors LLC now owns 580 shares of the real estate investment trust’s stock valued at $29,000 after purchasing an additional 453 shares during the last quarter. Larson Financial Group LLC grew its holdings in shares of EPR Properties by 134.1% during the 4th quarter. Larson Financial Group LLC now owns 653 shares of the real estate investment trust’s stock worth $33,000 after purchasing an additional 374 shares in the last quarter. Finally, Colonial Trust Co SC boosted its stake in shares of EPR Properties by 1,250.0% in the 4th quarter. Colonial Trust Co SC now owns 756 shares of the real estate investment trust’s stock valued at $38,000 after purchasing an additional 700 shares in the last quarter. 74.66% of the stock is currently owned by institutional investors.
Wall Street Analyst Weigh In
EPR has been the subject of a number of analyst reports. Wells Fargo & Company increased their price target on EPR Properties from $60.00 to $61.00 and gave the company an “equal weight” rating in a research report on Wednesday, July 15th. Citizens Jmp restated a “market outperform” rating and set a $70.00 price target on shares of EPR Properties in a research note on Thursday, July 2nd. Weiss Ratings reiterated a “buy (b)” rating on shares of EPR Properties in a research report on Friday, May 22nd. Stifel Nicolaus raised their price target on shares of EPR Properties from $66.00 to $70.50 and gave the stock a “buy” rating in a report on Thursday, July 30th. Finally, Huntington initiated coverage on EPR Properties in a research report on Wednesday, July 15th. They issued an “outperform” rating and a $65.00 target price on the stock. Eight equities research 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, the stock has an average rating of “Moderate Buy” and an average target price of $64.39.
EPR Properties Trading Up 1.4%
NYSE:EPR opened at $62.20 on Friday. The company has a debt-to-equity ratio of 1.43, a quick ratio of 9.51 and a current ratio of 9.51. EPR Properties has a 1 year low of $48.10 and a 1 year high of $64.97. The stock has a market cap of $4.76 billion, a price-to-earnings ratio of 20.00, a PEG ratio of 2.36 and a beta of 1.02. The business has a fifty day moving average of $59.87 and a 200-day moving average of $57.22.
EPR Properties (NYSE:EPR – Get Free Report) last issued its quarterly earnings results on Wednesday, July 29th. The real estate investment trust reported $0.79 EPS for the quarter, topping analysts’ consensus estimates of $0.74 by $0.05. EPR Properties had a return on equity of 11.34% and a net margin of 35.45%.The company had revenue of $196.08 million during the quarter, compared to analyst estimates of $158.13 million. During the same period in the previous year, the company earned $1.26 earnings per share. The company’s quarterly revenue was up 30.4% compared to the same quarter last year. EPR Properties has set its FY 2026 guidance at 5.410-5.570 EPS. Equities analysts predict that EPR Properties will post 5.34 earnings per share for the current year.
EPR Properties Dividend Announcement
The firm also recently declared a monthly dividend, which will be paid on Monday, August 17th. Investors of record on Friday, July 31st will be given a dividend of $0.31 per share. This represents a c) dividend on an annualized basis and a yield of 6.0%. The ex-dividend date of this dividend is Friday, July 31st. EPR Properties’s dividend payout ratio (DPR) is 119.61%.
Insider Activity
In related news, SVP Gwendolyn Mary Johnson sold 2,000 shares of the company’s stock in a transaction on Tuesday, June 23rd. The stock was sold at an average price of $58.11, for a total transaction of $116,220.00. Following the completion of the sale, the senior vice president owned 14,213 shares in the company, valued at approximately $825,917.43. This represents a 12.34% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Tonya L. Mater sold 6,692 shares of the stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $61.79, for a total value of $413,498.68. Following the transaction, the chief accounting officer owned 49,167 shares of the company’s stock, valued at $3,038,028.93. This represents a 11.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 9,692 shares of company stock valued at $589,719 over the last ninety days. Corporate insiders own 0.03% of the company’s stock.
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.
Recommended Stories
- Five stocks we like better than EPR Properties
- Datadog’s Drop Says More About Expectations Than Earnings
- D-Wave’s Quantum Breakthrough Couldn’t Save QBTS From a Sell-Off
- Cloudflare’s Beat-and-Raise Quarter Puts Its AI Edge Story in Focus
- Solventum Nears Inflection Point As It Begins to Unlock Value
Want to see what other hedge funds are holding EPR? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for EPR Properties (NYSE:EPR – Free Report).
Receive News & Ratings for EPR Properties Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for EPR Properties and related companies with MarketBeat.com's FREE daily email newsletter.
