Optas LLC Purchases 11,056 Shares of EPR Properties $EPR

Optas LLC increased its holdings in EPR Properties (NYSE:EPR) by 101.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 21,906 shares of the real estate investment trust’s stock after acquiring an additional 11,056 shares during the period. Optas LLC’s holdings in EPR Properties were worth $1,093,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Caitong International Asset Management Co. Ltd bought a new position in shares of EPR Properties in the third quarter valued at approximately $26,000. Strategic Advocates LLC bought a new position in shares of EPR Properties in the third quarter valued at approximately $27,000. True Wealth Design LLC grew its holdings in shares of EPR Properties by 99.6% in the third quarter. True Wealth Design LLC now owns 461 shares of the real estate investment trust’s stock valued at $27,000 after acquiring an additional 230 shares in the last quarter. Atlantic Union Bankshares Corp bought a new position in shares of EPR Properties in the third quarter valued at approximately $27,000. Finally, KERR FINANCIAL PLANNING Corp bought a new position in shares of EPR Properties in the third quarter valued at approximately $36,000. 74.66% of the stock is owned by institutional investors.

EPR Properties Stock Up 0.4%

EPR opened at $56.93 on Tuesday. The company has a 50 day moving average of $55.32 and a 200 day moving average of $53.44. The company has a market cap of $4.36 billion, a PE ratio of 17.41, a price-to-earnings-growth ratio of 2.51 and a beta of 1.01. EPR Properties has a 12 month low of $48.10 and a 12 month high of $62.08. The company has a current ratio of 8.81, a quick ratio of 8.81 and a debt-to-equity ratio of 1.26.

EPR Properties (NYSE:EPR) last released its quarterly earnings data on Wednesday, February 25th. The real estate investment trust reported $1.30 EPS for the quarter, topping the consensus estimate of $1.29 by $0.01. The company had revenue of $182.95 million during the quarter, compared to the consensus estimate of $181.76 million. EPR Properties had a net margin of 38.27% and a return on equity of 11.81%. EPR Properties’s revenue for the quarter was up 3.2% on a year-over-year basis. During the same period last year, the firm earned $1.22 EPS. EPR Properties has set its FY 2026 guidance at 5.280-5.480 EPS. On average, sell-side analysts expect that EPR Properties will post 5.2 EPS for the current year.

EPR Properties Announces Dividend

The company also recently declared a monthly dividend, which will be paid on Friday, May 15th. Shareholders of record on Thursday, April 30th will be issued a $0.31 dividend. This represents a c) annualized dividend and a yield of 6.5%. The ex-dividend date of this dividend is Thursday, April 30th. EPR Properties’s dividend payout ratio (DPR) is presently 113.76%.

Insider Activity

In other EPR Properties news, SVP Brian Andrew Moriarty sold 5,000 shares of the firm’s stock in a transaction on Monday, March 16th. The shares were sold at an average price of $56.44, for a total value of $282,200.00. Following the completion of the transaction, the senior vice president directly owned 13,704 shares of the company’s stock, valued at $773,453.76. This trade represents a 26.73% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Lisa G. Trimberger sold 6,633 shares of the firm’s stock in a transaction on Tuesday, March 10th. The shares were 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 of the company’s stock, valued at approximately $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 sold 26,733 shares of company stock valued at $1,501,001 in the last quarter. 0.03% of the stock is currently owned by company insiders.

Analyst Ratings Changes

Several research firms have recently issued reports on EPR. Raymond James Financial lowered EPR Properties from a “strong-buy” rating to an “outperform” rating and reduced their target price for the company from $62.00 to $60.00 in a report on Tuesday, March 17th. Stifel Nicolaus set a $65.50 target price on shares of EPR Properties in a research report on Thursday, March 5th. Weiss Ratings reissued a “buy (b-)” rating on shares of EPR Properties in a research report on Monday, December 29th. UBS Group increased their target price on shares of EPR Properties from $54.00 to $58.00 and gave the company a “neutral” rating in a research report on Monday, March 9th. Finally, Royal Bank Of Canada increased their target price on shares of EPR Properties from $58.00 to $59.00 and gave the company a “sector perform” rating in a research report on Friday, March 6th. Four equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to data from MarketBeat.com, EPR Properties currently has an average rating of “Hold” and an average price target of $59.50.

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.