Impact Partnership Wealth LLC Makes New $584,000 Investment in EPR Properties $EPR

Impact Partnership Wealth LLC bought a new position in EPR Properties (NYSE:EPR) in the fourth quarter, Holdings Channel reports. The firm bought 11,693 shares of the real estate investment trust’s stock, valued at approximately $584,000.

Other large investors have also bought and sold shares of the company. Caitong International Asset Management Co. Ltd purchased a new stake in EPR Properties in the third quarter worth $26,000. Strategic Advocates LLC purchased a new stake in EPR Properties in the third quarter worth $27,000. Atlantic Union Bankshares Corp purchased a new stake in EPR Properties in the third quarter worth $27,000. Fourth Dimension Wealth LLC grew its position in shares of EPR Properties by 66.7% in the fourth 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 in the last quarter. Finally, KERR FINANCIAL PLANNING Corp purchased a new position in shares of EPR Properties in the third quarter valued at $36,000. 74.66% of the stock is owned by hedge funds and other institutional investors.

EPR Properties Price Performance

Shares of NYSE EPR opened at $57.08 on Friday. EPR Properties has a fifty-two week low of $48.10 and a fifty-two week high of $62.08. The stock has a fifty day moving average of $55.07 and a 200-day moving average of $54.24. 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 stock has a market cap of $4.37 billion, a PE ratio of 17.67, a price-to-earnings-growth ratio of 2.35 and a beta of 1.04.

EPR Properties (NYSE:EPR) last posted its earnings results on Wednesday, May 6th. The real estate investment trust reported $0.74 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 $150.02 million. During the same quarter in the previous 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. Equities research analysts anticipate that EPR Properties will post 5.2 earnings per share for the current year.

EPR Properties Announces Dividend

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

Insider Buying and Selling

In related news, Director Lisa G. Trimberger sold 6,633 shares of the business’s stock in a transaction dated Tuesday, March 10th. The stock was sold at an average price of $57.83, for a total transaction of $383,586.39. Following the completion of the transaction, 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. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CAO Tonya L. Mater sold 2,600 shares of the business’s stock in a transaction dated Wednesday, April 15th. The stock was sold at an average price of $56.50, for a total value of $146,900.00. Following the transaction, the chief accounting officer owned 55,859 shares of the company’s stock, valued at approximately $3,156,033.50. The trade was a 4.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 19,233 shares of company stock worth $1,096,826 over the last ninety days. 0.03% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on EPR. Weiss Ratings reiterated a “buy (b)” rating on shares of EPR Properties in a research report on Friday, May 22nd. Royal Bank Of Canada lifted their price target on EPR Properties from $59.00 to $61.00 and gave the company a “sector perform” rating in a research report on Tuesday. Truist Financial lifted their price target on EPR Properties from $60.00 to $62.00 and gave the company a “hold” rating in a research report on Friday, March 6th. UBS Group lifted their price target on EPR Properties from $54.00 to $58.00 and gave the company a “neutral” rating in a research report on Monday, March 9th. Finally, Raymond James Financial cut EPR Properties from a “strong-buy” rating to an “outperform” rating and reduced their price target for the company from $62.00 to $60.00 in a research report on Tuesday, March 17th. Four equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, EPR Properties currently has a consensus rating of “Hold” and an average price target of $59.79.

EPR Properties Company 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.