Elevation Point Wealth Partners LLC Boosts Stake in EPR Properties $EPR

Elevation Point Wealth Partners LLC increased its stake in EPR Properties (NYSE:EPR) by 111,536.0% during the third quarter, Holdings Channel.com reports. The firm owned 27,909 shares of the real estate investment trust’s stock after purchasing an additional 27,884 shares during the quarter. Elevation Point Wealth Partners LLC’s holdings in EPR Properties were worth $1,627,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently bought and sold shares of the stock. Norges Bank purchased a new stake in EPR Properties in the second quarter worth about $55,093,000. Prudential Financial Inc. raised its stake in shares of EPR Properties by 42.0% in the second quarter. Prudential Financial Inc. now owns 1,870,499 shares of the real estate investment trust’s stock worth $108,975,000 after buying an additional 553,209 shares during the period. Schonfeld Strategic Advisors LLC purchased a new position in shares of EPR Properties during the 3rd quarter valued at about $27,895,000. Invesco Ltd. lifted its position in shares of EPR Properties by 89.7% during the 3rd quarter. Invesco Ltd. now owns 977,789 shares of the real estate investment trust’s stock valued at $56,722,000 after buying an additional 462,354 shares in the last quarter. Finally, AQR Capital Management LLC grew its stake in shares of EPR Properties by 29.2% during the 2nd quarter. AQR Capital Management LLC now owns 1,544,905 shares of the real estate investment trust’s stock valued at $88,693,000 after acquiring an additional 348,908 shares during the period. 74.66% of the stock is currently owned by hedge funds and other institutional investors.

EPR Properties Stock Up 0.4%

NYSE EPR opened at $56.05 on Monday. EPR Properties has a 12 month low of $41.75 and a 12 month high of $62.08. The company has a current ratio of 8.81, a quick ratio of 8.81 and a debt-to-equity ratio of 1.26. The stock has a market cap of $4.29 billion, a PE ratio of 17.14, a P/E/G ratio of 3.40 and a beta of 0.95. The stock’s 50 day moving average is $55.98 and its 200 day moving average is $54.04.

EPR Properties (NYSE:EPR) last released its quarterly earnings data on Wednesday, February 25th. The real estate investment trust reported $1.30 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.29 by $0.01. EPR Properties had a net margin of 38.27% and a return on equity of 11.81%. The firm had revenue of $182.95 million for the quarter, compared to analysts’ expectations of $181.76 million. During the same quarter last year, the business posted $1.22 earnings per share. The company’s revenue for the quarter 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. Research analysts predict that EPR Properties will post 4.65 EPS for the current fiscal year.

EPR Properties Increases Dividend

The business also recently declared a monthly dividend, which will be paid on Wednesday, April 15th. Shareholders of record on Tuesday, March 31st will be issued a $0.31 dividend. The ex-dividend date is Tuesday, March 31st. This represents a c) dividend on an annualized basis and a yield of 6.6%. This is an increase from EPR Properties’s previous monthly dividend of $0.30. EPR Properties’s payout ratio is presently 108.26%.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on EPR shares. JPMorgan Chase & Co. reduced their target price on shares of EPR Properties from $65.00 to $58.00 and set an “overweight” rating for the company in a report on Tuesday, December 2nd. Wells Fargo & Company dropped their price target on shares of EPR Properties from $56.00 to $54.00 and set an “equal weight” rating for the company in a research report on Tuesday, November 25th. Truist Financial increased their price objective 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. Stifel Nicolaus set a $65.50 price objective on shares of EPR Properties in a research report on Thursday, March 5th. Finally, UBS Group lifted their target price 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. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $59.79.

Insider Buying and Selling at EPR Properties

In other news, EVP Gregory E. Zimmerman sold 7,500 shares of EPR Properties stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $53.89, for a total value of $404,175.00. Following the sale, the executive vice president directly owned 66,294 shares of the company’s stock, valued at approximately $3,572,583.66. The trade was a 10.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Lisa G. Trimberger sold 3,000 shares of the stock in a transaction that occurred on Tuesday, March 10th. The shares were sold at an average price of $57.38, for a total value of $172,140.00. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 17,133 shares of company stock worth $959,901. Corporate insiders own 2.31% of the company’s stock.

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.