14,274 Shares in EPR Properties $EPR Bought by Horizon Investments LLC

Horizon Investments LLC purchased a new position in EPR Properties (NYSE:EPR) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 14,274 shares of the real estate investment trust’s stock, valued at approximately $712,000.

Several other hedge funds have also added to or reduced their stakes in EPR. Northern Trust Corp lifted its stake in EPR Properties by 84.8% in the third quarter. Northern Trust Corp now owns 1,564,309 shares of the real estate investment trust’s stock worth $90,746,000 after purchasing an additional 717,734 shares during the last quarter. Schonfeld Strategic Advisors LLC bought a new stake in EPR Properties in the third quarter worth $27,895,000. Invesco Ltd. lifted its stake in EPR Properties by 89.7% in the third quarter. Invesco Ltd. now owns 977,789 shares of the real estate investment trust’s stock worth $56,722,000 after purchasing an additional 462,354 shares during the last quarter. AQR Capital Management LLC lifted its stake in EPR Properties by 29.2% in the second quarter. AQR Capital Management LLC now owns 1,544,905 shares of the real estate investment trust’s stock worth $88,693,000 after purchasing an additional 348,908 shares during the last quarter. Finally, JPMorgan Chase & Co. lifted its stake 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 worth $52,314,000 after purchasing an additional 195,850 shares during the last quarter. 74.66% of the stock is owned by institutional investors.

Insider Activity

In other news, CAO Tonya L. Mater sold 2,600 shares of the company’s stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $56.50, for a total transaction of $146,900.00. Following the completion of the transaction, the chief accounting officer directly owned 55,859 shares of the company’s stock, valued at approximately $3,156,033.50. This represents a 4.45% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Brian Andrew Moriarty sold 5,000 shares of the stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $56.44, for a total transaction of $282,200.00. Following the completion of the transaction, the senior vice president directly owned 13,704 shares of the company’s stock, valued at approximately $773,453.76. The trade was a 26.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 19,233 shares of company stock valued at $1,096,826. Insiders own 0.03% of the company’s stock.

Wall Street Analysts Forecast Growth

EPR has been the subject of several recent research reports. UBS Group boosted their price target on shares of EPR Properties from $54.00 to $58.00 and gave the stock a “neutral” rating in a research note on Monday, March 9th. Royal Bank Of Canada boosted their price target on shares of EPR Properties from $58.00 to $59.00 and gave the stock a “sector perform” rating in a research note on Friday, March 6th. Raymond James Financial downgraded shares of EPR Properties from a “strong-buy” rating to an “outperform” rating and lowered their price target for the stock from $62.00 to $60.00 in a research note on Tuesday, March 17th. Stifel Nicolaus set a $65.50 price target on shares of EPR Properties in a research note on Thursday, March 5th. Finally, Truist Financial boosted 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. Four analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $59.50.

Key Stories Impacting EPR Properties

Here are the key news stories impacting EPR Properties this week:

• Positive Sentiment: Q1 earnings and revenue beat consensus — EPR reported $0.74 EPS (vs. $0.68 est.) and $181.3M revenue (vs. ~$150M est.), driving confidence in near‑term fundamentals. EPR Properties Q1 2026 Earnings Call Summary
• Positive Sentiment: Management raised FY2026 EPS guidance to $5.370–$5.530 (consensus ~5.20) — the outlook lift is likely the biggest catalyst supporting the stock. Company Press Release / Earnings Materials
• Positive Sentiment: Dividend increase announced — management boosted the dividend after a strong Q1, which supports income‑focused investors and REIT valuation. EPR Properties Boosts Dividend Amid Strong Q1 2026 Performance
• Positive Sentiment: Shareholders reelected the full board and approved executive compensation — governance continuity reduces execution risk and removes an overhang. EPR Properties Shareholders Reelect Board and Approve Compensation
• Neutral Sentiment: FFO met estimates at $1.26 — in line with expectations and up from $1.21 a year ago, which is steady but not a surprise. EPR Properties (EPR) Meets Q1 FFO Estimates
• Neutral Sentiment: Earnings call materials and presentation provide color on portfolio trends and strategy; useful for gauging lease/occupancy outlook. EPR Properties 2026 Q1 – Results – Earnings Call Presentation
• Neutral Sentiment: Technical note — the stock recently moved above its 20‑day moving average, signaling short‑term bullish momentum to some traders. EPR Properties (EPR) Just Overtook the 20-Day Moving Average
• Negative Sentiment: Q1 GAAP EPS remains well below last year’s quarter ($0.74 vs. $1.21), reflecting prior-period variability and signaling that year‑over‑year comparisons can still look weak. EPR Q1 Results / Press Release

EPR Properties Stock Performance

Shares of NYSE:EPR opened at $57.93 on Friday. The company has a market cap of $4.43 billion, a price-to-earnings ratio of 17.93, a price-to-earnings-growth ratio of 2.50 and a beta of 1.04. The company has a 50-day moving average price of $54.93 and a 200-day moving average price of $53.55. 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 has a 12 month low of $48.10 and a 12 month high of $62.08.

EPR Properties (NYSE:EPR) last issued its quarterly earnings data on Wednesday, May 6th. The real estate investment trust reported $0.74 EPS for the quarter, missing the consensus estimate of $0.76 by ($0.02). The firm had revenue of $181.25 million for the quarter, compared to the consensus estimate of $150.02 million. EPR Properties had a net margin of 37.50% and a return on equity of 11.66%. The business’s revenue was up 3.6% on a year-over-year basis. During the same period last year, the company posted $1.21 earnings per share. EPR Properties has set its FY 2026 guidance at 5.370-5.530 EPS. As a group, equities analysts anticipate that EPR Properties will post 5.2 EPS for the current year.

EPR Properties Announces Dividend

The company also recently disclosed a monthly dividend, which will be paid on Friday, May 15th. Stockholders of record on Thursday, April 30th will be paid a dividend of $0.31 per share. This represents a c) annualized dividend and a dividend yield of 6.4%. The ex-dividend date of this dividend is Thursday, April 30th. EPR Properties’s dividend payout ratio is 113.76%.

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.