Independent Financial Group LLC Acquires New Stake in EPR Properties $EPR

Independent Financial Group LLC bought a new position in EPR Properties (NYSE:EPR) in the first quarter, HoldingsChannel.com reports. The firm bought 9,293 shares of the real estate investment trust’s stock, valued at approximately $464,000.

A number of other large investors have also recently added to or reduced their stakes in EPR. Virtus Investment Advisers LLC raised its stake in shares of EPR Properties by 6.2% in the 4th quarter. Virtus Investment Advisers LLC now owns 3,253 shares of the real estate investment trust’s stock valued at $162,000 after purchasing an additional 191 shares during the period. SJS Investment Consulting Inc. boosted its position in shares of EPR Properties by 25.5% during the first quarter. SJS Investment Consulting Inc. now owns 979 shares of the real estate investment trust’s stock worth $49,000 after buying an additional 199 shares during the period. Fourth Dimension Wealth LLC grew its holdings in shares of EPR Properties by 66.7% during the fourth quarter. Fourth Dimension Wealth LLC now owns 500 shares of the real estate investment trust’s stock worth $25,000 after buying an additional 200 shares in the last quarter. Texas Yale Capital Corp. grew its holdings in shares of EPR Properties by 1.4% during the fourth quarter. Texas Yale Capital Corp. now owns 14,050 shares of the real estate investment trust’s stock worth $701,000 after buying an additional 200 shares in the last quarter. Finally, Global Retirement Partners LLC raised its position in EPR Properties by 6.1% in the 4th quarter. Global Retirement Partners LLC now owns 3,856 shares of the real estate investment trust’s stock valued at $192,000 after buying an additional 221 shares during the last quarter. Institutional investors own 74.66% of the company’s stock.

EPR Properties Trading Down 0.1%

Shares of NYSE:EPR opened at $61.95 on Friday. EPR Properties has a 52-week low of $48.10 and a 52-week high of $63.30. The company has a market capitalization of $4.74 billion, a P/E ratio of 19.18, a price-to-earnings-growth ratio of 2.51 and a beta of 1.02. The company has a 50-day simple moving average of $58.91 and a 200 day simple moving average of $56.52. The company has a debt-to-equity ratio of 1.27, a quick ratio of 7.85 and a current ratio of 7.85.

EPR Properties (NYSE:EPR) last posted its quarterly 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 business had revenue of $181.25 million for the quarter, compared to the consensus estimate of $150.01 million. EPR Properties had a return on equity of 11.68% and a net margin of 37.50%.The company’s revenue for the quarter was up 3.6% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.21 EPS. 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 earnings per share for the current year.

EPR Properties Dividend Announcement

The firm also recently announced a monthly dividend, which will be paid on Monday, August 17th. Stockholders of record on Friday, July 31st will be paid a dividend of $0.31 per share. This represents a c) annualized dividend and a dividend yield of 6.0%. The ex-dividend date is Friday, July 31st. EPR Properties’s payout ratio is currently 115.17%.

Insider Buying and Selling at EPR Properties

In related news, SVP Gwendolyn Mary Johnson sold 2,000 shares of the business’s stock in a transaction that occurred 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 transaction, the senior vice president directly owned 14,213 shares of the company’s stock, valued at approximately $825,917.43. The trade was a 12.34% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed 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.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the company. Weiss Ratings restated a “buy (b)” rating on shares of EPR Properties in a research note on Friday, May 22nd. Morgan Stanley raised shares of EPR Properties from an “equal weight” rating to an “overweight” rating in a research note on Friday, June 12th. Royal Bank Of Canada lifted their price objective on shares of EPR Properties from $59.00 to $61.00 and gave the company a “sector perform” rating in a report on Tuesday, May 26th. UBS Group set a $70.00 price objective on shares of EPR Properties in a research report on Thursday, July 2nd. Finally, Wells Fargo & Company increased their target price on shares of EPR Properties from $60.00 to $61.00 and gave the stock an “equal weight” rating in a report on Wednesday, July 15th. Eight research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat, EPR Properties has a consensus rating of “Moderate Buy” and a consensus price target of $63.50.

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.