Hsbc Holdings PLC Increases Stake in EPR Properties $EPR

Hsbc Holdings PLC raised its position in EPR Properties (NYSE:EPR) by 42.4% in the 4th quarter, Holdings Channel reports. The fund owned 297,760 shares of the real estate investment trust’s stock after acquiring an additional 88,701 shares during the period. Hsbc Holdings PLC’s holdings in EPR Properties were worth $14,908,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in EPR. Caitong International Asset Management Co. Ltd acquired a new position in shares of EPR Properties during the third quarter worth about $26,000. Strategic Advocates LLC acquired a new stake in EPR Properties in the third quarter valued at about $27,000. Fourth Dimension Wealth LLC lifted its position in EPR Properties by 66.7% in the fourth quarter. Fourth Dimension Wealth LLC now owns 500 shares of the real estate investment trust’s stock valued at $25,000 after purchasing an additional 200 shares during the period. Transamerica Financial Advisors LLC boosted its holdings in EPR Properties by 356.7% in the 4th 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 in the last quarter. Finally, KERR FINANCIAL PLANNING Corp purchased a new stake in EPR Properties in the 3rd quarter valued at approximately $36,000. Hedge funds and other institutional investors own 74.66% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have issued reports on the company. UBS Group boosted their target price on EPR Properties from $54.00 to $58.00 and gave the stock a “neutral” rating in a research report on Monday, March 9th. Citizens Jmp upgraded EPR Properties from a “market perform” rating to an “outperform” rating and set a $70.00 price target on the stock in a research note on Friday, June 12th. Citigroup upgraded EPR Properties from a “hold” rating to an “outperform” rating in a research note on Friday, June 12th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of EPR Properties in a report on Friday, May 22nd. Finally, Morgan Stanley upgraded EPR Properties from an “equal weight” rating to an “overweight” rating in a research report on Friday, June 12th. Seven research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $61.69.

Insider Buying and Selling at EPR Properties

In other EPR Properties 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 value of $116,220.00. Following the sale, the senior vice president owned 14,213 shares of the company’s stock, valued at approximately $825,917.43. This represents a 12.34% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Tonya L. Mater sold 2,600 shares of the firm’s stock in a transaction on 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 transaction, the chief accounting officer owned 55,859 shares of the company’s stock, valued at approximately $3,156,033.50. This represents a 4.45% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 6,600 shares of company stock valued at $375,120. 0.03% of the stock is currently owned by insiders.

EPR Properties Stock Up 0.0%

EPR stock opened at $58.95 on Friday. The company has a current ratio of 7.85, a quick ratio of 7.85 and a debt-to-equity ratio of 1.27. The company’s 50-day moving average price is $57.58 and its 200 day moving average price is $55.11. EPR Properties has a 52 week low of $48.10 and a 52 week high of $62.08. The company has a market cap of $4.51 billion, a P/E ratio of 18.25, a P/E/G ratio of 2.38 and a beta of 1.03.

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). 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 $150.01 million. During the same period last year, the business posted $1.21 earnings per share. The company’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 expect that EPR Properties will post 5.31 earnings per share for the current fiscal year.

EPR Properties Announces Dividend

The company also recently disclosed a monthly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th will be paid a $0.31 dividend. This represents a c) annualized dividend and a yield of 6.3%. The ex-dividend date of this dividend is Tuesday, June 30th. EPR Properties’s dividend payout ratio (DPR) is presently 115.17%.

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.