Public Employees Retirement System of Ohio Decreases Stake in EPR Properties $EPR

Public Employees Retirement System of Ohio lessened its holdings in shares of EPR Properties (NYSE:EPR) by 14.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 108,798 shares of the real estate investment trust’s stock after selling 18,599 shares during the quarter. Public Employees Retirement System of Ohio’s holdings in EPR Properties were worth $5,436,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the business. Norges Bank acquired a new stake in shares of EPR Properties in the fourth quarter valued at about $82,823,000. Wasatch Advisors LP acquired a new position in EPR Properties during the first quarter worth about $48,633,000. Northern Trust Corp boosted its position in EPR Properties by 84.8% during 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 acquiring an additional 717,734 shares during the last quarter. Freestone Grove Partners LP purchased a new stake in EPR Properties during the 4th quarter valued at about $30,055,000. Finally, Schonfeld Strategic Advisors LLC purchased a new stake in EPR Properties during the 3rd quarter valued at about $27,895,000. Hedge funds and other institutional investors own 74.66% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have commented on the stock. Huntington initiated coverage on shares of EPR Properties in a report on Wednesday, July 15th. They issued an “outperform” rating and a $65.00 price objective for the company. Wells Fargo & Company upped their price target on EPR Properties from $60.00 to $61.00 and gave the company an “equal weight” rating in a research report on Wednesday, July 15th. Citizens Jmp restated a “market outperform” rating and issued a $70.00 price target on shares of EPR Properties in a research report on Thursday, July 2nd. Royal Bank Of Canada increased their price target on EPR Properties from $59.00 to $61.00 and gave the company a “sector perform” rating in a report on Tuesday, May 26th. Finally, Citigroup reiterated a “market outperform” rating on shares of EPR Properties in a research report on Thursday, July 2nd. Eight research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $63.50.

EPR Properties Trading Down 0.5%

Shares of EPR opened at $63.97 on Thursday. EPR Properties has a 12-month low of $48.10 and a 12-month high of $64.97. The firm has a market capitalization of $4.89 billion, a P/E ratio of 19.81, a P/E/G ratio of 2.60 and a beta of 1.02. The firm has a 50-day moving average price of $59.37 and a 200 day moving average price of $56.86. The company has a current ratio of 7.85, a quick ratio of 7.85 and a debt-to-equity ratio of 1.27.

EPR Properties (NYSE:EPR) last issued its earnings results on Wednesday, May 6th. The real estate investment trust reported $0.74 EPS for the quarter, missing analysts’ consensus estimates of $0.76 by ($0.02). The firm had revenue of $181.25 million for the quarter, compared to analysts’ expectations of $150.01 million. EPR Properties had a return on equity of 11.68% and a net margin of 37.50%.EPR Properties’s revenue for the quarter was up 3.6% on a year-over-year basis. During the same period last year, the firm earned $1.21 earnings per share. EPR Properties has set its FY 2026 guidance at 5.370-5.530 EPS. Sell-side analysts forecast that EPR Properties will post 5.31 EPS for the current year.

EPR Properties Announces Dividend

The firm also recently disclosed a monthly dividend, which will be paid on Monday, August 17th. Investors of record on Friday, July 31st will be given a $0.31 dividend. This represents a c) annualized dividend and a yield of 5.8%. The ex-dividend date is Friday, July 31st. EPR Properties’s dividend payout ratio is presently 115.17%.

Insiders Place Their Bets

In other EPR Properties news, SVP Gwendolyn Mary Johnson sold 2,000 shares of the firm’s 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 sale, the senior vice president owned 14,213 shares of the company’s stock, valued at $825,917.43. This trade represents a 12.34% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.03% of the company’s stock.

Key EPR Properties News

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

• Positive Sentiment: Second-quarter FFO was $1.42 per share, up from $1.24 a year earlier and above the $1.35 consensus estimate. Revenue increased approximately 10% to 30% year over year, depending on the reporting measure, and exceeded analysts’ forecasts. EPR Properties Surpasses Q2 FFO and Revenue Estimates
• Positive Sentiment: EPR raised its full-year 2026 EPS guidance to $5.41–$5.57, from its previous $5.37–$5.53 range and above the $5.31 analyst consensus. The higher outlook suggests management expects continued operating strength. EPR Properties Boosts Investments and Updates 2026 Outlook
• Positive Sentiment: The REIT also increased its 2026 investment-spending guidance, signaling greater confidence in expanding its experiential real estate portfolio and potentially supporting future growth. EPR Properties Raises 2026 Investment Spending Guidance
• Neutral Sentiment: Brokerages continue to assign EPR a consensus “Moderate Buy” rating, indicating a constructive but not uniformly bullish view. EPR Properties Receives Moderate Buy Consensus Rating
• Negative Sentiment: Reported GAAP EPS of $0.79, while beating estimates, declined from $1.26 in the year-ago quarter. That year-over-year comparison may temper the positive reaction, although FFO and revenue trends were stronger measures for this REIT.

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.