Daiwa Securities Group Inc. Reduces Position in EPR Properties $EPR

Daiwa Securities Group Inc. cut its position in shares of EPR Properties (NYSE:EPR) by 84.4% in the fourth quarter, Holdings Channel.com reports. The firm owned 30,543 shares of the real estate investment trust’s stock after selling 165,047 shares during the quarter. Daiwa Securities Group Inc.’s holdings in EPR Properties were worth $1,524,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Jefferies Financial Group Inc. purchased a new position in shares of EPR Properties during the 3rd quarter worth about $3,863,000. JPMorgan Chase & Co. boosted its stake in shares of EPR Properties by 27.7% during the 3rd 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 period. Elevation Point Wealth Partners LLC boosted its stake in shares of EPR Properties by 111,536.0% during the 3rd quarter. Elevation Point Wealth Partners LLC now owns 27,909 shares of the real estate investment trust’s stock worth $1,627,000 after purchasing an additional 27,884 shares during the period. Caprock Group LLC purchased a new position in shares of EPR Properties during the 3rd quarter worth about $1,129,000. Finally, Elo Mutual Pension Insurance Co purchased a new position in shares of EPR Properties during the 3rd quarter worth about $1,188,000. 74.66% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, CAO Tonya L. Mater sold 2,600 shares of the business’s stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $56.50, for a total value of $146,900.00. Following the completion of the sale, the chief accounting officer owned 55,859 shares in the company, valued at approximately $3,156,033.50. The trade was a 4.45% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed 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 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 completion of the sale, the senior vice president owned 13,704 shares of the company’s stock, valued at approximately $773,453.76. This represents a 26.73% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 9,600 shares of company stock valued at $541,100. Company insiders own 0.03% of the company’s stock.

EPR Properties Price Performance

EPR Properties stock opened at $59.45 on Thursday. The stock has a market cap of $4.55 billion, a price-to-earnings ratio of 18.41, a price-to-earnings-growth ratio of 2.43 and a beta of 1.03. The company has a debt-to-equity ratio of 1.27, a current ratio of 7.85 and a quick ratio of 7.85. EPR Properties has a 1 year low of $48.10 and a 1 year high of $62.08. The firm has a 50-day moving average of $56.22 and a two-hundred day moving average of $54.62.

EPR Properties (NYSE:EPR) last released its quarterly earnings data on Wednesday, May 6th. The real estate investment trust reported $0.74 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.76 by ($0.02). EPR Properties had a net margin of 37.50% and a return on equity of 11.68%. The company had revenue of $181.25 million during the quarter, compared to analysts’ expectations of $150.02 million. During the same period last year, the firm earned $1.21 earnings per share. EPR Properties’s quarterly revenue was up 3.6% on a year-over-year basis. EPR Properties has set its FY 2026 guidance at 5.370-5.530 EPS. On average, research analysts forecast that EPR Properties will post 5.21 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, June 15th. Stockholders of record on Friday, May 29th will be issued a $0.31 dividend. The ex-dividend date is Friday, May 29th. This represents a c) annualized dividend and a dividend yield of 6.3%. EPR Properties’s payout ratio is currently 115.17%.

Analyst Upgrades and Downgrades

Several research firms have issued reports on EPR. UBS Group boosted their price objective on shares of EPR Properties from $54.00 to $58.00 and gave the company a “neutral” rating in a research report on Monday, March 9th. Truist Financial lowered their price objective on shares of EPR Properties from $62.00 to $61.00 and set a “hold” rating for the company in a research report on Tuesday. Wells Fargo & Company boosted their price objective on shares of EPR Properties from $54.00 to $60.00 and gave the company an “equal weight” rating in a research report on Monday, June 1st. Stifel Nicolaus set a $65.50 price objective on shares of EPR Properties in a research report on Thursday, March 5th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of EPR Properties in a research report on Friday, May 22nd. Four investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, EPR Properties currently has a consensus rating of “Hold” and a consensus price target of $60.50.

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.