Hsbc Holdings PLC Acquires Shares of 903,410 Essential Properties Realty Trust, Inc. $EPRT

Posted by Francis Steltz on Aug 28th, 2026

Hsbc Holdings PLC bought a new position in shares of Essential Properties Realty Trust, Inc. (NYSE:EPRT – Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund bought 903,410 shares of the company’s stock, valued at approximately $27,008,000. Hsbc Holdings PLC owned about 0.42% of Essential Properties Realty Trust as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the business. EverSource Wealth Advisors LLC boosted its position in Essential Properties Realty Trust by 82.0% during the fourth quarter. EverSource Wealth Advisors LLC now owns 899 shares of the company’s stock worth $27,000 after acquiring an additional 405 shares during the last quarter. Assetmark Inc. grew its stake in Essential Properties Realty Trust by 47.8% during the 1st quarter. Assetmark Inc. now owns 1,339 shares of the company’s stock valued at $41,000 after acquiring an additional 433 shares in the last quarter. Global Retirement Partners LLC acquired a new stake in Essential Properties Realty Trust in the 2nd quarter valued at about $41,000. Clearstead Advisors LLC raised its holdings in Essential Properties Realty Trust by 664.4% in the 4th quarter. Clearstead Advisors LLC now owns 1,590 shares of the company’s stock valued at $47,000 after acquiring an additional 1,382 shares during the last quarter. Finally, Caitong International Asset Management Co. Ltd lifted its stake in Essential Properties Realty Trust by 273.6% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 1,614 shares of the company’s stock worth $48,000 after purchasing an additional 1,182 shares in the last quarter. Hedge funds and other institutional investors own 96.98% of the company’s stock.

Insider Buying and Selling at Essential Properties Realty Trust

In other Essential Properties Realty Trust news, COO Robert M. Jenkins sold 22,000 shares of Essential Properties Realty Trust stock in a transaction dated Friday, July 24th. The shares were sold at an average price of $32.22, for a total transaction of $708,840.00. Following the completion of the sale, the chief operating officer directly owned 34,168 shares in the company, valued at $1,100,892.96. This trade represents a 39.17% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.77% of the stock is currently owned by corporate insiders.

Essential Properties Realty Trust Trading Down 0.9%

Shares of Essential Properties Realty Trust stock opened at $30.43 on Friday. The stock has a 50 day moving average of $31.13 and a 200 day moving average of $31.53. The company has a debt-to-equity ratio of 0.65, a quick ratio of 8.17 and a current ratio of 8.17. The firm has a market capitalization of $6.58 billion, a price-to-earnings ratio of 23.59, a PEG ratio of 2.48 and a beta of 0.86. 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 earnings results on Wednesday, July 22nd. The company reported $0.34 EPS for the quarter, beating analysts’ consensus estimates of $0.33 by $0.01. The company had revenue of $161.89 million for the quarter, compared to the consensus estimate of $156.65 million. Essential Properties Realty Trust had a return on equity of 6.34% and a net margin of 43.51%.The company’s revenue for the quarter was up 18.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.46 earnings per share. Essential Properties Realty Trust has set its FY 2026 guidance at 2.010-2.050 EPS. As a group, research analysts predict that Essential Properties Realty Trust, Inc. will post 1.97 earnings per share for the current year.

Essential Properties Realty Trust Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, July 14th. Shareholders of record on Tuesday, June 30th were paid a dividend of $0.32 per share. This represents a $1.28 annualized dividend and a yield of 4.2%. This is a boost from Essential Properties Realty Trust’s previous quarterly dividend of $0.31. The ex-dividend date of this dividend was Tuesday, June 30th. Essential Properties Realty Trust’s payout ratio is 99.22%.

Analysts Set New Price Targets

EPRT has been the subject of a number of analyst reports. Stifel Nicolaus upped their price target on Essential Properties Realty Trust from $36.00 to $36.25 and gave the company a “buy” rating in a research report on Thursday, July 23rd. Scotiabank raised Essential Properties Realty Trust from a “sector perform” rating to a “sector outperform” rating and lowered their price objective for the stock from $34.00 to $33.00 in a research note on Thursday, June 18th. Barclays cut their target price on Essential Properties Realty Trust from $40.00 to $37.00 and set an “overweight” rating for the company in a research note on Wednesday, July 22nd. Mizuho reduced their price target on 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. Finally, Cantor Fitzgerald boosted their price target on shares of Essential Properties Realty Trust from $36.00 to $37.00 and gave the company an “overweight” rating in a research report on Wednesday, July 29th. One research analyst has rated the stock with a Strong Buy rating and eleven have assigned a Buy rating to the company. According to MarketBeat.com, Essential Properties Realty Trust currently has a consensus rating of “Buy” and a consensus price target of $36.20.

Get Our Latest Stock Analysis on Essential Properties Realty Trust

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.