Allstate Corp Grows Position in Essential Properties Realty Trust, Inc. $EPRT

Posted by Francis Steltz on May 30th, 2026

Allstate Corp raised its stake in Essential Properties Realty Trust, Inc. (NYSE:EPRT – Free Report) by 175.7% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 50,223 shares of the company’s stock after buying an additional 32,004 shares during the period. Allstate Corp’s holdings in Essential Properties Realty Trust were worth $1,490,000 at the end of the most recent quarter.

Other large investors also recently added to or reduced their stakes in the company. Royal Bank of Canada raised its stake in shares of Essential Properties Realty Trust by 159.4% during the 1st quarter. Royal Bank of Canada now owns 74,147 shares of the company’s stock worth $2,420,000 after acquiring an additional 45,561 shares in the last quarter. AQR Capital Management LLC increased its stake in Essential Properties Realty Trust by 21.8% during the 1st quarter. AQR Capital Management LLC now owns 22,244 shares of the company’s stock valued at $726,000 after purchasing an additional 3,981 shares in the last quarter. Goldman Sachs Group Inc. increased its stake in Essential Properties Realty Trust by 16.4% during the 1st quarter. Goldman Sachs Group Inc. now owns 1,387,218 shares of the company’s stock valued at $45,279,000 after purchasing an additional 195,057 shares in the last quarter. Jane Street Group LLC purchased a new stake in shares of Essential Properties Realty Trust in the 1st quarter valued at $2,350,000. Finally, First Trust Advisors LP boosted its holdings in shares of Essential Properties Realty Trust by 28.4% in the 2nd quarter. First Trust Advisors LP now owns 145,784 shares of the company’s stock valued at $4,652,000 after acquiring an additional 32,254 shares during the last quarter. 96.98% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, CFO Robert Webb Salisbury sold 5,851 shares of Essential Properties Realty Trust stock in a transaction that occurred on Friday, March 20th. The shares were sold at an average price of $31.88, for a total transaction of $186,529.88. Following the sale, the chief financial officer owned 8,310 shares of the company’s stock, valued at approximately $264,922.80. The trade was a 41.32% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, VP A Joseph Peil sold 19,657 shares of Essential Properties Realty Trust stock in a transaction that occurred on Friday, March 20th. The shares were sold at an average price of $32.10, for a total transaction of $630,989.70. Following the sale, the vice president directly owned 76,525 shares in the company, valued at approximately $2,456,452.50. The trade was a 20.44% decrease in their position. The SEC filing for this sale provides additional information. 0.77% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several analysts have recently commented on EPRT shares. Raymond James Financial raised shares of Essential Properties Realty Trust from an “outperform” rating to a “strong-buy” rating and upped their price objective for the company from $35.00 to $37.00 in a report on Tuesday, March 17th. Mizuho dropped their price objective on shares of Essential Properties Realty Trust from $37.00 to $34.00 and set an “outperform” rating on the stock in a report on Wednesday, May 13th. Truist Financial upped their price objective on shares of Essential Properties Realty Trust from $34.00 to $37.00 and gave the company a “buy” rating in a report on Monday, March 9th. Stifel Nicolaus upped their price objective on shares of Essential Properties Realty Trust from $36.00 to $36.50 and gave the company a “buy” rating in a report on Thursday, April 23rd. Finally, Evercore reaffirmed an “outperform” rating on shares of Essential Properties Realty Trust in a report on Tuesday, February 17th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat, Essential Properties Realty Trust has an average rating of “Buy” and a consensus price target of $36.55.

Check Out Our Latest Analysis on Essential Properties Realty Trust

Essential Properties Realty Trust Stock Performance

NYSE:EPRT opened at $30.64 on Friday. The company has a debt-to-equity ratio of 0.59, a quick ratio of 5.12 and a current ratio of 5.12. The company has a fifty day moving average of $31.46 and a two-hundred day moving average of $31.36. The stock has a market capitalization of $6.63 billion, a PE ratio of 24.13, a P/E/G ratio of 2.46 and a beta of 0.91. Essential Properties Realty Trust, Inc. has a fifty-two week low of $28.95 and a fifty-two week high of $34.73.

Essential Properties Realty Trust (NYSE:EPRT – Get Free Report) last posted its quarterly earnings data on Wednesday, April 22nd. The company reported $0.28 earnings per share for the quarter, missing analysts’ consensus estimates of $0.33 by ($0.05). The company had revenue of $158.80 million for the quarter, compared to analyst estimates of $151.87 million. Essential Properties Realty Trust had a return on equity of 6.30% and a net margin of 43.46%.The business’s revenue was up 22.8% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.45 earnings per share. Essential Properties Realty Trust has set its FY 2026 guidance at 2.000-2.050 EPS. As a group, research analysts forecast that Essential Properties Realty Trust, Inc. will post 1.96 earnings per share for the current fiscal year.

Essential Properties Realty Trust Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, April 14th. Stockholders of record on Tuesday, March 31st were given a dividend of $0.31 per share. The ex-dividend date of this dividend was Tuesday, March 31st. This represents a $1.24 annualized dividend and a dividend yield of 4.0%. Essential Properties Realty Trust’s payout ratio is presently 97.64%.

Essential Properties Realty Trust Profile

(Free Report)

Essential Properties Realty Trust, Inc (NYSE: EPRT) is a self-administered real estate investment trust that acquires, owns and manages single-tenant commercial properties subject to long-term, triple-net leases. The company’s portfolio primarily consists of small-box retail and industrial assets, including convenience stores, automotive service centers, quick-service restaurants, fitness centers and other necessity-based businesses. Under a triple-net lease structure, tenants assume responsibility for property taxes, insurance and most maintenance expenses, providing Essential Properties with predictable, stable cash flows.

Since its founding in April 2016 and its initial public offering later that year, Essential Properties has pursued a growth strategy focused on partnering with creditworthy tenants operating in densely populated trade areas.