Hsbc Holdings PLC Raises Position in EPR Properties $EPR

Hsbc Holdings PLC lifted its position in shares of EPR Properties (NYSE:EPR) by 42.4% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 297,760 shares of the real estate investment trust’s stock after acquiring an additional 88,701 shares during the quarter. Hsbc Holdings PLC’s holdings in EPR Properties were worth $14,908,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in EPR. Jefferies Financial Group Inc. purchased a new position in EPR Properties during the third quarter worth $3,863,000. JPMorgan Chase & Co. boosted its stake in shares of EPR Properties by 27.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 901,813 shares of the real estate investment trust’s stock worth $52,314,000 after purchasing an additional 195,850 shares during the last quarter. Elevation Point Wealth Partners LLC boosted its position in EPR Properties by 111,536.0% during the third quarter. Elevation Point Wealth Partners LLC now owns 27,909 shares of the real estate investment trust’s stock worth $1,627,000 after acquiring an additional 27,884 shares during the last quarter. Pensionfund PDN purchased a new stake in shares of EPR Properties in the fourth quarter valued at $1,545,000. Finally, State of Alaska Department of Revenue grew its holdings in EPR Properties by 18.8% in the 4th quarter. State of Alaska Department of Revenue now owns 57,785 shares of the real estate investment trust’s stock valued at $2,881,000 after buying an additional 9,145 shares during the period. 74.66% of the stock is owned by hedge funds and other institutional investors.

EPR Properties Stock Up 1.0%

EPR opened at $59.80 on Wednesday. EPR Properties has a 1 year low of $48.10 and a 1 year high of $62.08. The firm has a 50 day moving average price of $58.01 and a 200 day moving average price of $55.60. 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 cap of $4.58 billion, a PE ratio of 18.51, a price-to-earnings-growth ratio of 2.39 and a beta of 1.02.

EPR Properties (NYSE:EPR) last released its quarterly earnings data on Wednesday, May 6th. The real estate investment trust reported $0.74 earnings per share (EPS) 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 analysts’ expectations of $150.01 million. During the same quarter in the prior year, the firm earned $1.21 earnings per share. EPR Properties’s quarterly 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. Sell-side analysts expect that EPR Properties will post 5.31 earnings per share for the current year.

EPR Properties Announces Dividend

The firm also recently declared a monthly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th will be given a dividend of $0.31 per share. This represents a c) dividend on an annualized basis and a yield of 6.2%. The ex-dividend date of this dividend is Tuesday, June 30th. EPR Properties’s dividend payout ratio is 115.17%.

Insider Buying and Selling at EPR Properties

In related news, CAO Tonya L. Mater sold 2,600 shares of the firm’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $56.50, for a total transaction of $146,900.00. Following the sale, the chief accounting officer directly owned 55,859 shares in the company, valued at approximately $3,156,033.50. This trade represents a 4.45% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Gwendolyn Mary Johnson sold 2,000 shares of the firm’s stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $58.11, for a total value of $116,220.00. Following the sale, the senior vice president owned 14,213 shares in the company, valued at approximately $825,917.43. The trade was a 12.34% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 6,600 shares of company stock valued at $375,120. 0.03% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several research firms recently issued reports on EPR. Raymond James Financial cut shares of EPR Properties from a “strong-buy” rating to an “outperform” rating and decreased their target price for the stock from $62.00 to $60.00 in a research report on Tuesday, March 17th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of EPR Properties in a research report on Friday, May 22nd. UBS Group set a $70.00 price target on shares of EPR Properties in a research note on Thursday, July 2nd. Morgan Stanley raised shares of EPR Properties from an “equal weight” rating to an “overweight” rating in a research note on Friday, June 12th. Finally, Truist Financial dropped their price objective on EPR Properties from $62.00 to $61.00 and set a “hold” rating for the company in a report on Tuesday, June 9th. Seven analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $63.19.

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.