RFG Advisory LLC Grows Stock Holdings in EPR Properties $EPR

RFG Advisory LLC grew its holdings in shares of EPR Properties (NYSE:EPR) by 54.0% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 11,063 shares of the real estate investment trust’s stock after purchasing an additional 3,880 shares during the period. RFG Advisory LLC’s holdings in EPR Properties were worth $645,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. MGO One Seven LLC purchased a new position in shares of EPR Properties during the second quarter valued at approximately $232,000. CWM LLC lifted its holdings in shares of EPR Properties by 156.5% during the second quarter. CWM LLC now owns 23,735 shares of the real estate investment trust’s stock valued at $1,383,000 after purchasing an additional 14,483 shares during the last quarter. Vanguard Personalized Indexing Management LLC lifted its holdings in shares of EPR Properties by 5.1% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 19,160 shares of the real estate investment trust’s stock valued at $1,116,000 after purchasing an additional 933 shares during the last quarter. Aberdeen Group plc lifted its holdings in shares of EPR Properties by 12.9% during the second quarter. Aberdeen Group plc now owns 414,121 shares of the real estate investment trust’s stock valued at $23,663,000 after purchasing an additional 47,356 shares during the last quarter. Finally, Monument Capital Management purchased a new position in shares of EPR Properties during the second quarter valued at approximately $315,000. 74.66% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other EPR Properties news, EVP Gregory E. Zimmerman sold 7,500 shares of EPR Properties stock in a transaction that occurred on Wednesday, October 1st. The shares were sold at an average price of $58.12, for a total value of $435,900.00. Following the completion of the sale, the executive vice president owned 81,377 shares of the company’s stock, valued at approximately $4,729,631.24. The trade was a 8.44% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Over the last ninety days, insiders have sold 22,500 shares of company stock valued at $1,248,075. Insiders own 2.31% of the company’s stock.

EPR Properties Trading Up 0.0%

NYSE:EPR opened at $54.49 on Friday. The company has a current ratio of 7.77, a quick ratio of 7.77 and a debt-to-equity ratio of 1.20. EPR Properties has a 12 month low of $41.75 and a 12 month high of $61.24. The company has a market cap of $4.15 billion, a PE ratio of 26.84, a price-to-earnings-growth ratio of 3.84 and a beta of 1.28. The company has a 50 day simple moving average of $55.14 and a two-hundred day simple moving average of $54.45.

EPR Properties (NYSE:EPR) last posted its earnings results on Wednesday, July 30th. The real estate investment trust reported $1.24 EPS for the quarter, missing analysts’ consensus estimates of $1.25 by ($0.01). EPR Properties had a return on equity of 7.66% and a net margin of 25.28%.The company had revenue of $150.35 million during the quarter, compared to the consensus estimate of $176.50 million. During the same period last year, the firm posted $1.22 EPS. The company’s revenue for the quarter was up 3.7% on a year-over-year basis. EPR Properties has set its FY 2025 guidance at 5.000-5.160 EPS. Research analysts forecast that EPR Properties will post 4.65 earnings per share for the current year.

EPR Properties Announces Dividend

The business also recently announced a monthly dividend, which will be paid on Monday, November 17th. Shareholders of record on Friday, October 31st will be given a $0.295 dividend. This represents a c) dividend on an annualized basis and a yield of 6.5%. The ex-dividend date of this dividend is Friday, October 31st. EPR Properties’s payout ratio is 174.38%.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on EPR shares. Stifel Nicolaus lifted their target price on shares of EPR Properties from $65.00 to $65.50 and gave the company a “buy” rating in a report on Thursday, July 31st. Raymond James Financial boosted their price objective on shares of EPR Properties from $57.00 to $62.00 and gave the stock a “strong-buy” rating in a report on Tuesday, August 12th. Royal Bank Of Canada lowered shares of EPR Properties from an “outperform” rating to a “sector perform” rating and set a $58.00 price objective for the company. in a report on Monday, August 4th. Wall Street Zen upgraded shares of EPR Properties from a “hold” rating to a “buy” rating in a report on Saturday, September 13th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of EPR Properties in a report on Wednesday, October 8th. One research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, EPR Properties presently has a consensus rating of “Moderate Buy” and a consensus price target of $59.36.

About EPR Properties

EPR Properties (NYSE:EPR) is the leading diversified experiential net lease real estate investment trust (REIT), specializing in select enduring experiential properties in the real estate industry. We focus on real estate venues that create value by facilitating out of home leisure and recreation experiences where consumers choose to spend their discretionary time and money.