Diversify Wealth Management LLC Makes New $1.14 Million Investment in EPR Properties $EPR

Diversify Wealth Management LLC acquired a new stake in EPR Properties (NYSE:EPR) during the first quarter, Holdings Channel.com reports. The institutional investor acquired 22,755 shares of the real estate investment trust’s stock, valued at approximately $1,137,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Fourth Dimension Wealth LLC raised its position in EPR Properties by 66.7% during the 4th 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 last quarter. Caitong International Asset Management Co. Ltd purchased a new position in shares of EPR Properties during the third quarter valued at approximately $26,000. Strategic Advocates LLC purchased a new position in shares of EPR Properties during the third quarter valued at approximately $27,000. Transamerica Financial Advisors LLC raised its holdings in shares of EPR Properties by 356.7% during the fourth quarter. Transamerica Financial Advisors LLC now owns 580 shares of the real estate investment trust’s stock valued at $29,000 after acquiring an additional 453 shares in the last quarter. Finally, Larson Financial Group LLC raised its holdings in shares of EPR Properties by 134.1% during the fourth quarter. Larson Financial Group LLC now owns 653 shares of the real estate investment trust’s stock valued at $33,000 after acquiring an additional 374 shares in the last quarter. 74.66% of the stock is owned by institutional investors.

EPR Properties Trading Up 1.0%

Shares of NYSE EPR opened at $60.11 on Thursday. EPR Properties has a 1 year low of $48.10 and a 1 year high of $62.08. The company has a debt-to-equity ratio of 1.27, a current ratio of 7.85 and a quick ratio of 7.85. The firm has a 50-day moving average of $58.44 and a 200 day moving average of $56.02. The stock has a market cap of $4.60 billion, a P/E ratio of 18.61, a price-to-earnings-growth ratio of 2.41 and a beta of 1.02.

EPR Properties (NYSE:EPR) last announced its earnings results on Wednesday, May 6th. The real estate investment trust reported $0.74 earnings per share 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 business had revenue of $181.25 million for the quarter, compared to the consensus estimate of $150.01 million. During the same period in the prior year, the business posted $1.21 EPS. EPR Properties’s revenue for the quarter was up 3.6% on a year-over-year basis. EPR Properties has set its FY 2026 guidance at 5.370-5.530 EPS. As a group, sell-side analysts expect that EPR Properties will post 5.31 EPS for the current fiscal year.

EPR Properties Dividend Announcement

The business also recently disclosed a monthly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th were given a dividend of $0.31 per share. This represents a c) dividend on an annualized basis and a yield of 6.2%. The ex-dividend date of this dividend was Tuesday, June 30th. EPR Properties’s dividend payout ratio (DPR) is 115.17%.

Wall Street Analyst Weigh In

Several research firms have recently commented on EPR. Morgan Stanley raised shares of EPR Properties from an “equal weight” rating to an “overweight” rating in a research report on Friday, June 12th. Citizens Jmp reissued a “market outperform” rating and issued a $70.00 price target on shares of EPR Properties in a research note on Thursday, July 2nd. UBS Group set a $70.00 price objective on shares of EPR Properties in a report on Thursday, July 2nd. Citigroup reaffirmed a “market outperform” rating on shares of EPR Properties in a research report on Thursday, July 2nd. Finally, Truist Financial reduced their target price on EPR Properties from $62.00 to $61.00 and set a “hold” rating on the stock in a report on Tuesday, June 9th. Eight analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $63.50.

Insiders Place Their Bets

In other EPR Properties news, SVP Gwendolyn Mary Johnson sold 2,000 shares of EPR Properties stock in a transaction on Tuesday, June 23rd. The stock was sold at an average price of $58.11, for a total transaction of $116,220.00. Following the completion of the transaction, the senior vice president owned 14,213 shares in the company, valued at approximately $825,917.43. The trade was a 12.34% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.03% of the stock is currently owned by company insiders.

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.