EPR Properties

EPR

Market cap $4.52B

The hallmark of a great REIT is protecting the share count when the stock price is in the gutter. Good management isn't about never making a mistake; it's about pulling the plane out of a nosedive without ejecting the shareholders. We look at three companies that all experienced hardship.

EPR Properties has more than tripled from its pandemic lows. With 37% of rent from theaters, EPR faces rising risk as AI will disrupt content production and distribution. If this risk gets repriced, the downside for shareholders could be significant.

EPR Properties (EPR) Q4 2025 Earnings Call Transcript

The headline numbers for EPR Properties (EPR) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

KANSAS CITY, Mo.--(BUSINESS WIRE)--EPR Properties (NYSE:EPR) today announced operating results for the fourth quarter and year ended December 31, 2025.

Evaluate the expected performance of EPR Properties (EPR) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Realty Income's diversified real estate portfolio produces very stable rental income. EPR Properties invests in income-producing experiential real estate.

The market rotation presents investors with compelling bargains in the high-yield REIT space. The “Great Rotation” out of high-growth, premium tech stocks like the Magnificent Seven is benefitting income-seekers who want “value” plays that return profits in the form of dividends.

EPR Properties, with hundreds of leisure and entertainment sites, offers a higher-than-average yield.

KANSAS CITY, Mo.--(BUSINESS WIRE)--EPR Properties (NYSE:EPR) declared its monthly cash dividend payable 3/16/26 to shareholders as of 2/27/26.