Y Intercept Hong Kong Ltd Acquires New Shares in EPR Properties $EPR

Y Intercept Hong Kong Ltd bought a new stake in shares of EPR Properties (NYSE:EPR) during the first quarter, Holdings Channel.com reports. The fund bought 166,195 shares of the real estate investment trust’s stock, valued at approximately $8,303,000.

Several other institutional investors have also recently made changes to their positions in the stock. Virtus Investment Advisers LLC boosted its holdings in shares of EPR Properties by 6.2% in the fourth quarter. Virtus Investment Advisers LLC now owns 3,253 shares of the real estate investment trust’s stock worth $162,000 after acquiring an additional 191 shares during the period. SJS Investment Consulting Inc. raised its stake in shares of EPR Properties by 25.5% during the 1st quarter. SJS Investment Consulting Inc. now owns 979 shares of the real estate investment trust’s stock valued at $49,000 after purchasing an additional 199 shares during the period. Fourth Dimension Wealth LLC raised its stake in shares of 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 period. Texas Yale Capital Corp. lifted its holdings in EPR Properties by 1.4% during the 4th quarter. Texas Yale Capital Corp. now owns 14,050 shares of the real estate investment trust’s stock worth $701,000 after purchasing an additional 200 shares in the last quarter. Finally, Global Retirement Partners LLC lifted its holdings in EPR Properties by 6.1% during the 4th quarter. Global Retirement Partners LLC now owns 3,856 shares of the real estate investment trust’s stock worth $192,000 after purchasing an additional 221 shares in the last quarter. Hedge funds and other institutional investors own 74.66% of the company’s stock.

Insider Buying and Selling

In other EPR Properties news, SVP Gwendolyn Mary Johnson sold 2,000 shares of the business’s stock in a transaction that occurred on Tuesday, June 23rd. The shares were 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 owned 14,213 shares of the company’s stock, valued at $825,917.43. The trade was a 12.34% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Tonya L. Mater sold 2,600 shares of the stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $56.50, for a total transaction of $146,900.00. Following the completion of the transaction, the chief accounting officer directly owned 55,859 shares in the company, valued at $3,156,033.50. The trade was a 4.45% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 6,600 shares of company stock valued at $375,120. Corporate insiders own 0.03% of the company’s stock.

EPR Properties Price Performance

EPR Properties stock opened at $58.99 on Friday. The stock has a market cap of $4.51 billion, a price-to-earnings ratio of 18.26, a PEG ratio of 2.39 and a beta of 1.02. The company has a quick ratio of 7.85, a current ratio of 7.85 and a debt-to-equity ratio of 1.27. The business has a 50-day simple moving average of $57.87 and a 200 day simple moving average of $55.43. EPR Properties has a 52 week low of $48.10 and a 52 week high of $62.08.

EPR Properties (NYSE:EPR) last issued its quarterly 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 business had revenue of $181.25 million for the quarter, compared to the consensus estimate of $150.01 million. During the same quarter last year, the business posted $1.21 EPS. The business’s revenue was up 3.6% compared to the same quarter last year. EPR Properties has set its FY 2026 guidance at 5.370-5.530 EPS. On average, research analysts forecast that EPR Properties will post 5.31 earnings per share for the current fiscal year.

EPR Properties Announces Dividend

The business also recently announced a monthly dividend, which will be paid on Wednesday, July 15th. Shareholders of record on Tuesday, June 30th will be given a dividend of $0.31 per share. The ex-dividend date is Tuesday, June 30th. This represents a c) annualized dividend and a yield of 6.3%. EPR Properties’s payout ratio is presently 115.17%.

Analysts Set New Price Targets

A number of research analysts have weighed in on EPR shares. Raymond James Financial lowered EPR Properties from a “strong-buy” rating to an “outperform” rating and reduced their target price for the company from $62.00 to $60.00 in a report on Tuesday, March 17th. Citigroup reissued a “market outperform” rating on shares of EPR Properties in a report on Thursday. Truist Financial cut their price objective 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. UBS Group set a $70.00 price objective on shares of EPR Properties in a research note on Thursday. Finally, Royal Bank Of Canada increased their target price on shares of EPR Properties from $59.00 to $61.00 and gave the stock a “sector perform” rating in a research note on Tuesday, May 26th. Seven research 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, EPR Properties has an average rating of “Moderate Buy” and a consensus target price of $63.19.

About EPR Properties

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.