Corient Private Wealth LLC Acquires 21,725 Shares of EPR Properties $EPR

Corient Private Wealth LLC grew its holdings in EPR Properties (NYSE:EPR) by 146.7% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 36,533 shares of the real estate investment trust’s stock after acquiring an additional 21,725 shares during the period. Corient Private Wealth LLC’s holdings in EPR Properties were worth $1,824,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Caitong International Asset Management Co. Ltd acquired a new stake in shares of EPR Properties during the 3rd quarter valued at about $26,000. Strategic Advocates LLC acquired a new position in EPR Properties in the third quarter worth about $27,000. Fourth Dimension Wealth LLC raised its position in EPR Properties by 66.7% in the fourth quarter. Fourth Dimension Wealth LLC now owns 500 shares of the real estate investment trust’s stock worth $25,000 after purchasing an additional 200 shares in the last quarter. Transamerica Financial Advisors LLC lifted its stake in EPR Properties by 356.7% during the fourth quarter. Transamerica Financial Advisors LLC now owns 580 shares of the real estate investment trust’s stock worth $29,000 after purchasing an additional 453 shares during the period. Finally, KERR FINANCIAL PLANNING Corp bought a new position in EPR Properties during the third quarter worth about $36,000. 74.66% of the stock is owned by institutional investors.

Insider Buying and Selling

In related news, SVP Gwendolyn Mary Johnson sold 2,000 shares of the firm’s stock in a transaction on Tuesday, June 23rd. The stock was 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 directly owned 14,213 shares of the company’s stock, valued at $825,917.43. This trade represents a 12.34% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Tonya L. Mater sold 2,600 shares of the business’s stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $56.50, for a total value of $146,900.00. Following the completion of the transaction, the chief accounting officer directly owned 55,859 shares in the company, valued at approximately $3,156,033.50. This represents a 4.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 6,600 shares of company stock worth $375,120. 0.03% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of equities research analysts have weighed in on the company. Weiss Ratings reaffirmed a “buy (b)” rating on shares of EPR Properties in a report on Friday, May 22nd. Raymond James Financial cut EPR Properties from a “strong-buy” rating to an “outperform” rating and dropped their target price for the stock from $62.00 to $60.00 in a report on Tuesday, March 17th. Wells Fargo & Company raised their target price on EPR Properties from $54.00 to $60.00 and gave the stock an “equal weight” rating in a research report on Monday, June 1st. UBS Group boosted their price target on EPR Properties from $54.00 to $58.00 and gave the company a “neutral” rating in a research note on Monday, March 9th. Finally, Royal Bank Of Canada upped their price target on EPR Properties from $59.00 to $61.00 and gave the company a “sector perform” rating in a research report on Tuesday, May 26th. Seven research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat.com, EPR Properties presently has a consensus rating of “Moderate Buy” and a consensus target price of $61.69.

EPR Properties Trading Down 1.1%

Shares of EPR stock opened at $59.04 on Tuesday. EPR Properties has a 12-month low of $48.10 and a 12-month high of $62.08. The company has a market capitalization of $4.52 billion, a P/E ratio of 18.28, a P/E/G ratio of 2.41 and a beta of 1.03. The firm has a 50-day moving average price of $57.71 and a 200 day moving average price of $55.23. 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 data on Wednesday, May 6th. The real estate investment trust reported $0.74 earnings per share for the quarter, missing the consensus estimate of $0.76 by ($0.02). The firm had revenue of $181.25 million for the quarter, compared to the consensus estimate of $150.01 million. EPR Properties had a return on equity of 11.68% and a net margin of 37.50%.EPR Properties’s quarterly revenue was up 3.6% compared to the same quarter last year. During the same period in the prior year, the company posted $1.21 earnings per share. EPR Properties has set its FY 2026 guidance at 5.370-5.530 EPS. Research analysts forecast that EPR Properties will post 5.31 earnings per share for the current fiscal year.

EPR Properties Announces Dividend

The firm also recently declared a monthly dividend, which will be paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th will be given a dividend of $0.31 per share. The ex-dividend date is Tuesday, June 30th. This represents a c) dividend on an annualized basis and a yield of 6.3%. EPR Properties’s dividend payout ratio is 115.17%.

EPR Properties Company 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.