Charles Schwab Investment Management Inc. Has $61.12 Million Holdings in EPR Properties (NYSE:EPR)

Charles Schwab Investment Management Inc. raised its position in EPR Properties (NYSE:EPR) by 2.3% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 1,380,301 shares of the real estate investment trust’s stock after acquiring an additional 30,401 shares during the period. Charles Schwab Investment Management Inc. owned approximately 1.82% of EPR Properties worth $61,120,000 as of its most recent filing with the SEC.

Other hedge funds have also recently added to or reduced their stakes in the company. Brooklyn Investment Group acquired a new stake in EPR Properties in the third quarter valued at approximately $27,000. GAMMA Investing LLC grew its stake in EPR Properties by 36.6% in the fourth quarter. GAMMA Investing LLC now owns 1,127 shares of the real estate investment trust’s stock valued at $50,000 after acquiring an additional 302 shares during the period. Principal Securities Inc. grew its stake in EPR Properties by 54.5% in the fourth quarter. Principal Securities Inc. now owns 1,296 shares of the real estate investment trust’s stock valued at $57,000 after acquiring an additional 457 shares during the period. Venturi Wealth Management LLC grew its stake in EPR Properties by 42.3% in the third quarter. Venturi Wealth Management LLC now owns 1,474 shares of the real estate investment trust’s stock valued at $72,000 after acquiring an additional 438 shares during the period. Finally, Blue Trust Inc. grew its stake in EPR Properties by 413.4% in the fourth quarter. Blue Trust Inc. now owns 3,640 shares of the real estate investment trust’s stock valued at $161,000 after acquiring an additional 2,931 shares during the period. Institutional investors and hedge funds own 74.66% of the company’s stock.

EPR Properties Stock Performance

Shares of EPR Properties stock opened at $51.46 on Thursday. The business’s fifty day simple moving average is $48.25 and its 200 day simple moving average is $47.07. The firm has a market capitalization of $3.91 billion, a P/E ratio of 22.28 and a beta of 1.71. EPR Properties has a 12 month low of $39.65 and a 12 month high of $54.25. The company has a current ratio of 7.81, a quick ratio of 7.81 and a debt-to-equity ratio of 1.19.

EPR Properties (NYSE:EPR) last issued its quarterly earnings results on Wednesday, February 26th. The real estate investment trust reported $1.22 EPS for the quarter, topping analysts’ consensus estimates of $0.66 by $0.56. The business had revenue of $149.12 million for the quarter, compared to analyst estimates of $161.25 million. EPR Properties had a return on equity of 8.22% and a net margin of 28.87%. As a group, analysts anticipate that EPR Properties will post 4.65 EPS for the current year.

EPR Properties Increases Dividend

The company also recently announced a monthly dividend, which will be paid on Tuesday, April 15th. Shareholders of record on Monday, March 31st will be paid a $0.295 dividend. The ex-dividend date is Monday, March 31st. This is a positive change from EPR Properties’s previous monthly dividend of $0.29. This represents a $3.54 annualized dividend and a dividend yield of 6.88%. EPR Properties’s payout ratio is presently 221.25%.

Insider Buying and Selling at EPR Properties

In other EPR Properties news, SVP Gwendolyn Mary Johnson sold 3,900 shares of the business’s stock in a transaction on Monday, March 3rd. The stock was sold at an average price of $54.02, for a total value of $210,678.00. Following the sale, the senior vice president now directly owns 8,216 shares in the company, valued at $443,828.32. The trade was a 32.19 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Corporate insiders own 2.13% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on EPR shares. Royal Bank of Canada lifted their target price on EPR Properties from $50.00 to $58.00 and gave the company an “outperform” rating in a research report on Thursday, March 6th. Wells Fargo & Company lifted their target price on EPR Properties from $45.00 to $52.00 and gave the company an “underweight” rating in a research report on Monday. UBS Group started coverage on EPR Properties in a research report on Thursday, November 14th. They set a “neutral” rating and a $48.00 target price on the stock. Finally, Stifel Nicolaus lifted their target price on EPR Properties from $51.00 to $52.00 and gave the company a “hold” rating in a research report on Thursday, February 27th. Two research analysts have rated the stock with a sell rating, five have assigned a hold rating, two have issued a buy rating and one has assigned a strong buy rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $50.13.

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.