Swedbank AB Has $3.64 Million Holdings in EPR Properties $EPR

Swedbank AB cut its stake in EPR Properties (NYSE:EPR) by 40.6% in the fourth quarter, Holdings Channel.com reports. The firm owned 73,027 shares of the real estate investment trust’s stock after selling 49,980 shares during the quarter. Swedbank AB’s holdings in EPR Properties were worth $3,644,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. State Street Corp boosted its stake in EPR Properties by 1.7% in the 2nd quarter. State Street Corp now owns 4,009,669 shares of the real estate investment trust’s stock worth $234,760,000 after purchasing an additional 66,562 shares during the period. Northern Trust Corp boosted its stake in EPR Properties by 84.8% in the 3rd 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 period. AQR Capital Management LLC boosted its stake in EPR Properties by 29.2% in the 2nd 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 period. Dimensional Fund Advisors LP lifted its position in EPR Properties by 1.4% during the 3rd quarter. Dimensional Fund Advisors LP now owns 1,103,294 shares of the real estate investment trust’s stock worth $64,000,000 after buying an additional 15,667 shares in the last quarter. Finally, Invesco Ltd. lifted its position in EPR Properties by 89.7% during the 3rd quarter. Invesco Ltd. now owns 977,789 shares of the real estate investment trust’s stock worth $56,722,000 after buying an additional 462,354 shares in the last quarter. 74.66% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, SVP Brian Andrew Moriarty sold 5,000 shares of the company’s stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $56.44, for a total value of $282,200.00. Following the sale, the senior vice president directly owned 13,704 shares of the company’s stock, valued at approximately $773,453.76. This represents a 26.73% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Lisa G. Trimberger sold 3,000 shares of the company’s stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $57.38, for a total transaction of $172,140.00. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 19,233 shares of company stock valued at $1,096,826. 0.03% of the stock is owned by company insiders.

Analysts Set New Price Targets

EPR has been the topic of several analyst reports. 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 report on Friday, March 6th. Raymond James Financial cut shares of EPR Properties from a “strong-buy” rating to an “outperform” rating and cut their price target for the stock from $62.00 to $60.00 in a research report on Tuesday, March 17th. 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 report on Monday, March 9th. 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 report on Friday, March 6th. Finally, Stifel Nicolaus set a $65.50 price target on shares of EPR Properties in a research report on Thursday, March 5th. Four investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $59.50.

EPR Properties Stock Up 0.7%

Shares of EPR stock opened at $58.26 on Friday. The company has a debt-to-equity ratio of 1.27, a quick ratio of 8.81 and a current ratio of 7.85. The firm’s 50-day moving average is $54.93 and its 200-day moving average is $53.55. The stock has a market cap of $4.46 billion, a price-to-earnings ratio of 18.04, a PEG ratio of 2.58 and a beta of 1.04. EPR Properties has a 52-week low of $48.10 and a 52-week high of $62.08.

EPR Properties (NYSE:EPR) last issued its earnings results on Wednesday, May 6th. The real estate investment trust reported $0.74 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.76 by ($0.02). The firm had revenue of $181.25 million during 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 11.68%. The firm’s revenue for the quarter was up 3.6% compared to the same quarter last year. During the same period in the previous year, the company posted $1.21 earnings per share. EPR Properties has set its FY 2026 guidance at 5.370-5.530 EPS. Sell-side analysts predict that EPR Properties will post 5.2 EPS for the current year.

EPR Properties Dividend Announcement

The company also recently announced a monthly dividend, which will be paid on Friday, May 15th. Stockholders of record on Thursday, April 30th will be issued a $0.31 dividend. This represents a c) dividend on an annualized basis 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 presently 115.17%.

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.