EPR Properties (EPR)

• Market cap: $4.32B
• 1 day: -0.23%
• 5 days: 1.94%
• 1 month: 7.4%
• 3 months: -0.07%
• 6 months: 9.03%
• Year to date: 28.76%
• 1 year: 16.76%
• 5 years: 75.71%
• 10 years: 9.24%
• Sector: Real Estate
• Industry: Specialty REIT

About: EPR Properties is a real estate investment trust that focuses on underwriting experiential property investments on key industry and property cash flow criteria, and the credit metrics of tenants and customers. The company invests in two property segments: Experiential, including theaters, family entertainment centers, ski resorts, and other attractions; and Education, including early childhood education centers and private school properties. The Company's business is focused on Experiential real estate. The majority of revenue comes from the Experiential sector.

Employees: 55

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

103% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 36

49% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 113

45% more call options, than puts

Call options by funds: $23.4M | Put options by funds: $16.2M

16% more capital invested

Capital invested by funds: $3.03B [Q1] → $3.52B (+$495M) [Q2]

8% more funds holding

Funds holding: 384 [Q1] → 415 (+31) [Q2]

3.86% more ownership

Funds ownership: 75.62% [Q1] → 79.47% (+3.86%) [Q2]

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $54
• Avg. target: $60
• High target: $66

6 analyst ratings

• positive: 3 50%
• neutral: 3 50%
• negative: 0 0%

JP Morgan Anthony Paolone	$65	Overweight Maintained	12 Sep 2025
Wells Fargo John Kilichowski	$56	Equal-Weight Upgraded	11 Sep 2025
UBS Michael Goldsmith	$54	Neutral Maintained	15 Aug 2025
Raymond James RJ Milligan	$62	Strong Buy Maintained	12 Aug 2025
RBC Capital Michael Carroll	$58	Sector Perform Downgraded	4 Aug 2025