EPR Properties (NYSE:EPR) Stock Holdings Increased by Creative Planning

Creative Planning raised its holdings in shares of EPR Properties (NYSE:EPR) by 37.9% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 22,552 shares of the real estate investment trust’s stock after buying an additional 6,199 shares during the period. Creative Planning’s holdings in EPR Properties were worth $1,106,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. GAMMA Investing LLC lifted its position in shares of EPR Properties by 38.9% during the 3rd quarter. GAMMA Investing LLC now owns 825 shares of the real estate investment trust’s stock valued at $40,000 after acquiring an additional 231 shares during the last quarter. Retirement Systems of Alabama lifted its holdings in shares of EPR Properties by 0.3% during the first quarter. Retirement Systems of Alabama now owns 94,594 shares of the real estate investment trust’s stock valued at $4,016,000 after purchasing an additional 249 shares during the last quarter. Abich Financial Wealth Management LLC lifted its holdings in shares of EPR Properties by 53.7% during the first quarter. Abich Financial Wealth Management LLC now owns 902 shares of the real estate investment trust’s stock valued at $38,000 after purchasing an additional 315 shares during the last quarter. State of Michigan Retirement System boosted its position in shares of EPR Properties by 2.2% in the 1st quarter. State of Michigan Retirement System now owns 18,489 shares of the real estate investment trust’s stock valued at $785,000 after purchasing an additional 400 shares during the period. Finally, Vanguard Personalized Indexing Management LLC increased its stake in EPR Properties by 3.5% in the 2nd quarter. Vanguard Personalized Indexing Management LLC now owns 12,112 shares of the real estate investment trust’s stock worth $508,000 after purchasing an additional 406 shares in the last quarter. 74.66% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

EPR has been the subject of a number of analyst reports. Truist Financial upped their price objective on shares of EPR Properties from $44.00 to $46.00 and gave the company a “hold” rating in a research note on Friday, August 16th. Wells Fargo & Company restated an “underweight” rating and issued a $47.00 price target (up previously from $45.00) on shares of EPR Properties in a research report on Tuesday, October 1st. Stifel Nicolaus lifted their price objective on shares of EPR Properties from $42.50 to $47.50 and gave the stock a “hold” rating in a research report on Thursday, August 1st. JPMorgan Chase & Co. increased their target price on EPR Properties from $48.00 to $51.00 and gave the company an “overweight” rating in a report on Monday, September 9th. Finally, StockNews.com cut EPR Properties from a “buy” rating to a “hold” rating in a research report on Thursday, August 1st. Two research analysts have rated the stock with a sell rating, four have given a hold rating, three have given a buy rating and one has given a strong buy rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $48.31.

EPR Properties Trading Down 4.6 %

Shares of NYSE:EPR opened at $45.37 on Friday. EPR Properties has a 12-month low of $39.65 and a 12-month high of $50.26. The company has a quick ratio of 11.12, a current ratio of 11.12 and a debt-to-equity ratio of 1.16. The firm has a market capitalization of $3.44 billion, a P/E ratio of 18.59 and a beta of 1.75. The firm has a fifty day moving average of $47.96 and a two-hundred day moving average of $44.23.

EPR Properties Dividend Announcement

The company also recently announced a oct 24 dividend, which will be paid on Friday, November 15th. Shareholders of record on Thursday, October 31st will be paid a $0.285 dividend. The ex-dividend date is Thursday, October 31st. This represents a yield of 6.9%. EPR Properties’s dividend payout ratio (DPR) is currently 140.16%.

Insiders Place Their Bets

In other news, SVP Gwendolyn Mary Johnson sold 592 shares of the firm’s stock in a transaction dated Monday, August 5th. The stock was sold at an average price of $43.82, for a total transaction of $25,941.44. Following the completion of the sale, the senior vice president now directly owns 5,780 shares of the company’s stock, valued at $253,279.60. This trade represents a 0.00 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. In related news, CAO Tonya L. Mater sold 1,000 shares of the company’s stock in a transaction on Wednesday, August 21st. The shares were sold at an average price of $46.00, for a total value of $46,000.00. Following the completion of the sale, the chief accounting officer now directly owns 42,710 shares in the company, valued at approximately $1,964,660. This represents a 0.00 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, SVP Gwendolyn Mary Johnson sold 592 shares of the stock in a transaction dated Monday, August 5th. The shares were sold at an average price of $43.82, for a total value of $25,941.44. Following the transaction, the senior vice president now directly owns 5,780 shares in the company, valued at approximately $253,279.60. This represents a 0.00 % decrease in their position. The disclosure for this sale can be found here. Insiders own 2.13% of the company’s stock.

EPR Properties Profile

EPR Properties (NYSE:EPR) is the leading diversified experiential net lease real estate investment trust (REIT), specializing in select enduring experiential properties in the real estate industry. We focus on real estate venues that create value by facilitating out of home leisure and recreation experiences where consumers choose to spend their discretionary time and money.