Bank of New York Mellon Corp Has $55.90 Million Stock Holdings in EPR Properties $EPR

Bank of New York Mellon Corp grew its stake in EPR Properties (NYSE:EPR) by 1.8% in the 1st quarter, Holdings Channel reports. The institutional investor owned 1,118,889 shares of the real estate investment trust’s stock after buying an additional 19,785 shares during the quarter. Bank of New York Mellon Corp’s holdings in EPR Properties were worth $55,900,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of EPR. Caitong International Asset Management Co. Ltd bought a new position in shares of EPR Properties during the third quarter worth about $26,000. Fourth Dimension Wealth LLC lifted its stake in EPR Properties by 66.7% in the 4th quarter. Fourth Dimension Wealth LLC now owns 500 shares of the real estate investment trust’s stock valued at $25,000 after acquiring an additional 200 shares in the last quarter. Transamerica Financial Advisors LLC lifted its stake in EPR Properties by 356.7% in the 4th quarter. Transamerica Financial Advisors LLC now owns 580 shares of the real estate investment trust’s stock valued at $29,000 after acquiring an additional 453 shares in the last quarter. Larson Financial Group LLC boosted its position in EPR Properties by 134.1% during the 4th quarter. Larson Financial Group LLC now owns 653 shares of the real estate investment trust’s stock worth $33,000 after acquiring an additional 374 shares during the last quarter. Finally, Colonial Trust Co SC boosted its position in EPR Properties by 1,250.0% during the 4th quarter. Colonial Trust Co SC now owns 756 shares of the real estate investment trust’s stock worth $38,000 after acquiring an additional 700 shares during the last quarter. 74.66% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the stock. Huntington assumed coverage on shares of EPR Properties in a research note on Wednesday, July 15th. They set an “outperform” rating and a $65.00 price target for the company. Wells Fargo & Company boosted their price objective on shares of EPR Properties from $60.00 to $61.00 and gave the stock an “equal weight” rating in a research report on Wednesday, July 15th. UBS Group set a $70.00 target price on shares of EPR Properties in a report on Thursday, July 2nd. Truist Financial decreased their target price on shares of EPR Properties from $62.00 to $61.00 and set a “hold” rating for the company in a research report on Tuesday, June 9th. Finally, Morgan Stanley upgraded shares of EPR Properties from an “equal weight” rating to an “overweight” rating in a research note on Friday, June 12th. Eight analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $63.50.

EPR Properties Trading Down 0.1%

Shares of EPR stock opened at $61.95 on Friday. The firm has a 50 day moving average price of $58.91 and a two-hundred day moving average price of $56.52. The company has a market capitalization of $4.74 billion, a PE ratio of 19.18, a price-to-earnings-growth ratio of 2.51 and a beta of 1.02. EPR Properties has a 12-month low of $48.10 and a 12-month high of $63.30. The company has a quick ratio of 7.85, a current ratio of 7.85 and a debt-to-equity ratio of 1.27.

EPR Properties (NYSE:EPR) last issued its quarterly earnings results on Wednesday, May 6th. The real estate investment trust reported $0.74 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.76 by ($0.02). EPR Properties had a return on equity of 11.68% and a net margin of 37.50%.The company had revenue of $181.25 million for the quarter, compared to analyst estimates of $150.01 million. During the same period in the prior year, the company earned $1.21 EPS. The company’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. As a group, analysts predict that EPR Properties will post 5.31 earnings per share for the current year.

EPR Properties Announces Dividend

The business also recently declared a monthly dividend, which will be paid on Monday, August 17th. Investors of record on Friday, July 31st will be paid a $0.31 dividend. This represents a c) dividend on an annualized basis and a yield of 6.0%. The ex-dividend date of this dividend is Friday, July 31st. EPR Properties’s payout ratio is 115.17%.

Insider Buying and Selling

In related news, SVP Gwendolyn Mary Johnson sold 2,000 shares of the company’s stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $58.11, for a total transaction of $116,220.00. Following the completion of the sale, the senior vice president owned 14,213 shares of the company’s stock, valued at $825,917.43. This represents a 12.34% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.03% of the stock is currently owned by company insiders.

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.