Geode Capital Management LLC Acquires 26,590 Shares of EPR Properties $EPR

Geode Capital Management LLC increased its holdings in shares of EPR Properties (NYSE:EPR) by 1.7% in the fourth quarter, Holdings Channel.com reports. The firm owned 1,584,394 shares of the real estate investment trust’s stock after purchasing an additional 26,590 shares during the quarter. Geode Capital Management LLC’s holdings in EPR Properties were worth $79,077,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of EPR. Fourth Dimension Wealth LLC increased its stake 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 worth $25,000 after purchasing an additional 200 shares in the last quarter. Caitong International Asset Management Co. Ltd bought a new stake in EPR Properties during the 3rd quarter worth approximately $26,000. Atlantic Union Bankshares Corp bought a new stake in EPR Properties during the 3rd quarter worth approximately $27,000. Strategic Advocates LLC bought a new stake in EPR Properties during the 3rd quarter worth approximately $27,000. Finally, Larson Financial Group LLC increased its stake in EPR Properties by 134.1% during the 4th 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 in the last quarter. 74.66% of the stock is owned by institutional investors.

EPR Properties Stock Down 0.0%

EPR opened at $57.36 on Monday. EPR Properties has a fifty-two week low of $48.10 and a fifty-two week high of $62.08. The company has a debt-to-equity ratio of 1.27, a quick ratio of 7.85 and a current ratio of 7.85. The company has a market capitalization of $4.39 billion, a P/E ratio of 17.76, a P/E/G ratio of 2.37 and a beta of 1.03. The stock has a fifty day moving average of $55.65 and a 200-day moving average of $54.46.

EPR Properties (NYSE:EPR) last issued 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). EPR Properties had a return on equity of 11.68% and a net margin of 37.50%.The company had revenue of $181.25 million during the quarter, compared to the consensus estimate of $150.02 million. During the same quarter in the previous year, the business posted $1.21 EPS. The firm’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. On average, equities analysts expect that EPR Properties will post 5.2 EPS for the current year.

EPR Properties Announces Dividend

The firm also recently announced a monthly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, May 29th will be given a $0.31 dividend. This represents a c) dividend on an annualized basis and a yield of 6.5%. The ex-dividend date is Friday, May 29th. EPR Properties’s payout ratio is currently 115.17%.

Analyst Ratings Changes

EPR has been the subject of a number of recent research reports. Wells Fargo & Company upped their price target on EPR Properties from $54.00 to $60.00 and gave the stock an “equal weight” rating in a research report on Monday, June 1st. UBS Group increased their price objective on EPR Properties from $54.00 to $58.00 and gave the company a “neutral” rating in a report on Monday, March 9th. Truist Financial increased their price objective on EPR Properties from $60.00 to $62.00 and gave the company a “hold” rating in a report on Friday, March 6th. Stifel Nicolaus set a $65.50 price objective on EPR Properties in a report on Thursday, March 5th. Finally, Royal Bank Of Canada increased their price objective on EPR Properties from $59.00 to $61.00 and gave the company a “sector perform” rating in a report on Tuesday, May 26th. Four analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $60.64.

Insider Buying and Selling at EPR Properties

In other news, SVP Brian Andrew Moriarty sold 5,000 shares of EPR Properties stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $56.44, for a total transaction of $282,200.00. Following the sale, the senior vice president directly owned 13,704 shares of the company’s stock, valued at approximately $773,453.76. This trade represents a 26.73% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Lisa G. Trimberger sold 6,633 shares of EPR Properties stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $57.83, for a total value of $383,586.39. Following the sale, the director directly owned 6,586 shares in the company, valued at $380,868.38. The trade was a 50.18% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 19,233 shares of company stock worth $1,096,826 over the last 90 days. Insiders own 0.03% of the company’s stock.

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.