Independent Financial Group LLC Makes New $464,000 Investment in EPR Properties $EPR

Independent Financial Group LLC acquired a new position in shares of EPR Properties (NYSE:EPR) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 9,293 shares of the real estate investment trust’s stock, valued at approximately $464,000.

A number of other hedge funds have also recently bought and sold shares of the company. Fourth Dimension Wealth LLC raised its position 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 acquiring an additional 200 shares during the last quarter. Caitong International Asset Management Co. Ltd bought a new position in EPR Properties in the third quarter valued at about $26,000. Transamerica Financial Advisors LLC boosted its holdings in EPR Properties by 356.7% in 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 during the last quarter. Larson Financial Group LLC increased its position in EPR Properties by 134.1% in the fourth quarter. Larson Financial Group LLC now owns 653 shares of the real estate investment trust’s stock worth $33,000 after purchasing an additional 374 shares during the period. Finally, Colonial Trust Co SC increased its position in EPR Properties by 1,250.0% in the fourth quarter. Colonial Trust Co SC now owns 756 shares of the real estate investment trust’s stock worth $38,000 after purchasing an additional 700 shares during the period. 74.66% of the stock is currently owned by institutional investors.

EPR Properties Price Performance

EPR opened at $61.95 on Friday. The company has a quick ratio of 7.85, a current ratio of 7.85 and a debt-to-equity ratio of 1.27. EPR Properties has a 12 month low of $48.10 and a 12 month high of $63.30. The company has a fifty day simple moving average of $58.91 and a 200 day simple moving average of $56.52. The stock has a market cap of $4.74 billion, a P/E ratio of 19.18, a P/E/G ratio of 2.51 and a beta of 1.02.

EPR Properties (NYSE:EPR) last posted its earnings results on Wednesday, May 6th. The real estate investment trust reported $0.74 earnings per share for the quarter, missing the consensus estimate of $0.76 by ($0.02). EPR Properties had a return on equity of 11.68% and a net margin of 37.50%.The business had revenue of $181.25 million for the quarter, compared to the consensus estimate of $150.01 million. During the same quarter in the prior year, the firm posted $1.21 earnings per share. The business’s 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 EPS for the current year.

EPR Properties Announces Dividend

The firm also recently declared a monthly dividend, which will be paid on Monday, August 17th. Stockholders of record on Friday, July 31st will be given a dividend of $0.31 per share. The ex-dividend date of this dividend is Friday, July 31st. This represents a c) dividend on an annualized basis and a dividend yield of 6.0%. EPR Properties’s dividend payout ratio (DPR) 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 value of $116,220.00. Following the completion of the transaction, the senior vice president directly owned 14,213 shares in the company, valued at approximately $825,917.43. The trade was a 12.34% decrease in their position. The sale was disclosed in a document filed 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 owned by company insiders.

Analyst Ratings Changes

EPR has been the topic of a number of research reports. Huntington initiated coverage on shares of EPR Properties in a research report on Wednesday, July 15th. They set an “outperform” rating and a $65.00 target price on the stock. Truist Financial lowered their price target on shares of EPR Properties from $62.00 to $61.00 and set a “hold” rating for the company in a research report on Tuesday, June 9th. Morgan Stanley raised shares of EPR Properties from an “equal weight” rating to an “overweight” rating in a research note on Friday, June 12th. Wells Fargo & Company increased their price objective on shares of EPR Properties from $60.00 to $61.00 and gave the company an “equal weight” rating in a report on Wednesday, July 15th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of EPR Properties in a research note on Friday, May 22nd. Eight analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, EPR Properties currently has an average rating of “Moderate Buy” and a consensus target price 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.