What is KeyCorp’s Forecast for EPR Properties Q1 Earnings?

EPR Properties (NYSE:EPR) – KeyCorp issued their Q1 2027 EPS estimates for shares of EPR Properties in a report issued on Wednesday, August 19th. KeyCorp analyst U. Rana expects that the real estate investment trust will post earnings of $1.23 per share for the quarter. KeyCorp currently has a “Overweight” rating and a $70.00 target price on the stock. The consensus estimate for EPR Properties’ current full-year earnings is $5.34 per share. KeyCorp also issued estimates for EPR Properties’ Q2 2027 earnings at $1.33 EPS, Q3 2027 earnings at $1.40 EPS and Q4 2027 earnings at $1.34 EPS.

EPR Properties (NYSE:EPR) last issued its quarterly earnings results on Wednesday, July 29th. The real estate investment trust reported $0.79 earnings per share for the quarter, topping the consensus estimate of $0.74 by $0.05. The company had revenue of $196.08 million for the quarter, compared to analysts’ expectations of $158.13 million. EPR Properties had a return on equity of 11.34% and a net margin of 35.45%.The firm’s revenue for the quarter was up 30.4% on a year-over-year basis. During the same period in the prior year, the firm earned $1.26 earnings per share. EPR Properties has set its FY 2026 guidance at 5.410-5.570 EPS.

Other equities research analysts have also recently issued research reports about the stock. Wells Fargo & Company upped their price objective 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. Citizens Jmp reissued a “market outperform” rating and issued a $70.00 target price on shares of EPR Properties in a report on Thursday, July 2nd. Royal Bank Of Canada lifted their price target on EPR Properties from $61.00 to $64.00 and gave the stock a “sector perform” rating in a research report on Friday, August 7th. Stifel Nicolaus upped their target price on shares of EPR Properties from $66.00 to $70.50 and gave the stock a “buy” rating in a research note on Thursday, July 30th. Finally, Citigroup reaffirmed a “market outperform” rating on shares of EPR Properties in a research report on Thursday, July 2nd. Nine equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $65.45.

EPR Properties Stock Up 0.8%

NYSE:EPR opened at $61.12 on Friday. The company has a debt-to-equity ratio of 1.43, a current ratio of 9.51 and a quick ratio of 9.51. The firm’s 50-day moving average price is $60.45 and its 200-day moving average price is $57.68. The company has a market capitalization of $4.68 billion, a PE ratio of 19.65, a P/E/G ratio of 2.33 and a beta of 1.02. EPR Properties has a 1-year low of $48.10 and a 1-year high of $64.97.

EPR Properties Dividend Announcement

The company also recently disclosed a monthly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st will be given a dividend of $0.31 per share. This represents a c) annualized dividend and a dividend yield of 6.1%. The ex-dividend date is Monday, August 31st. EPR Properties’s dividend payout ratio (DPR) is presently 119.61%.

Insider Buying and Selling

In related news, SVP Elizabeth Grace sold 4,200 shares of the stock in a transaction dated Wednesday, August 19th. The stock was sold at an average price of $60.57, for a total transaction of $254,394.00. Following the completion of the sale, the senior vice president owned 22,427 shares in the company, valued at approximately $1,358,403.39. This trade represents a 15.77% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Gwendolyn Mary Johnson sold 2,000 shares of EPR Properties stock in a transaction that occurred on Tuesday, June 23rd. The shares were sold at an average price of $58.11, for a total transaction 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 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 quarter, insiders sold 13,892 shares of company stock valued at $844,113. Company insiders own 0.03% of the company’s stock.

Institutional Investors Weigh In On EPR Properties

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in EPR. State Street Corp lifted its position in EPR Properties by 1.7% in the second quarter. State Street Corp now owns 4,009,669 shares of the real estate investment trust’s stock worth $234,760,000 after buying an additional 66,562 shares during the last quarter. Norges Bank bought a new stake in shares of EPR Properties during the 4th quarter worth approximately $82,823,000. Geode Capital Management LLC increased its stake in EPR Properties by 1.7% in the fourth quarter. Geode Capital Management LLC now owns 1,584,394 shares of the real estate investment trust’s stock worth $79,077,000 after purchasing an additional 26,590 shares during the period. Quantinno Capital Management LP grew its holdings in shares of EPR Properties by 20.9% in the first quarter. Quantinno Capital Management LP now owns 1,572,738 shares of the real estate investment trust’s stock worth $78,574,000 after purchasing an additional 272,335 shares during the last quarter. Finally, Northern Trust Corp boosted its position in EPR Properties by 84.8% in the 3rd quarter. Northern Trust Corp now owns 1,564,309 shares of the real estate investment trust’s stock valued at $90,746,000 after buying an additional 717,734 shares during the period. 74.66% of the stock is currently owned by hedge funds and other institutional investors.

EPR Properties News Summary

Here are the key news stories impacting EPR Properties this week:

• Positive Sentiment: KeyBanc Capital upgraded EPR Properties, citing increased conviction following the company’s second-quarter results. The firm maintained an “Overweight” rating and a $70 price target, implying additional upside from recent trading levels. EPR Properties upgraded at KeyBanc Capital
• Positive Sentiment: KeyBanc forecast 2027 quarterly EPS of $1.23 in the first quarter, $1.33 in the second, $1.40 in the third and $1.34 in the fourth. These estimates support expectations for continued earnings growth and remain above or consistent with the current-year consensus of $5.34 per share.
• Positive Sentiment: EPR declared its regular monthly dividend of $0.31 per share, or approximately $3.72 annualized, representing a yield near 6.1%. The substantial income return may continue attracting income-focused investors. EPR Properties dividend and insider trading report
• Neutral Sentiment: EPR’s latest quarter exceeded expectations, with EPS of $0.79 versus $0.74 expected and revenue of $196.1 million versus $158.1 million forecast. Revenue increased 30.4% year over year, although EPS declined from $1.26 a year earlier, highlighting mixed operating momentum.
• Neutral Sentiment: The stock trades near $61, above its 50-day average of $60.45 and 200-day average of $57.68, but below its 52-week high of $64.97. Analysts overall maintain a “Moderate Buy” consensus with an average target of $65.45.
• Negative Sentiment: Senior Vice President Elizabeth Grace sold 4,200 shares worth approximately $254,394, reducing her holdings by 15.77%. Because the transaction was conducted under a pre-arranged Rule 10b5-1 plan, it may be less concerning than discretionary insider selling, but it remains a modest negative signal.
• Negative Sentiment: EPR’s dividend payout ratio is about 120%, meaning the dividend currently exceeds reported earnings. This could raise questions about long-term dividend coverage, particularly given the company’s debt-to-equity ratio of 1.43.

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.